Nonprofit · EIN 56-2253872
SALEM MONTESSORI SCHOOL INCORPORATED
Tax-exempt · WINSTON SALEM, NC 27106
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,619,476 | $1,775,349 | -$155,873 | $454,197 | $342,314 | $111,883 |
| June 30, 2024 | 990 | $1,468,074 | $1,478,281 | -$10,207 | $603,506 | $339,588 | $263,918 |
| June 30, 2023 | 990 | $1,062,930 | $926,332 | $136,598 | $479,734 | $208,728 | $271,006 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $80,186
- Program service revenue
- $1,528,490
- Investment income
- $10,800
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $13,300
- Compensation of officers, directors and key employees
- $109,155
- Other salaries and wages
- $909,447
- Salaries, compensation and benefits (total)
- $1,196,307
- Professional fundraising fees
- $0
- Accounting fees
- $52,451
- Occupancy
- $313,009
- Depreciation
- $10,017
- Program services (functional)
- $1,592,033
- Management and general (functional)
- $171,053
- Fundraising (functional)
- $12,263
Balance sheet and other
- Total assets, start of year
- $603,506
- Total assets, end of year
- $454,197
- Total liabilities, end of year
- $342,314
- Net assets, end of year
- $111,883
- Land, buildings and equipment
- $131,863
- Net assets without donor restrictions
- $68,829
- Net assets with donor restrictions
- $43,054
- Gross receipts
- $1,619,476
- Employees
- 45
- Volunteers
- 53
- Year formed
- 2001
- State of legal domicile
- NC
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Patrick Velde | Head of School Officer | 50 | $86,384 | $7,342 |
| Tiffani Otey | Secretary Trustee or director, Officer | 1 | $0 | $0 |
| Elizabeth Marsh | Vice Chair Trustee or director, Officer | 2 | $0 | $0 |
| Joe Partsch | Treasurer Trustee or director, Officer | 2 | $0 | $0 |
| Francisco Morales | Chair Trustee or director, Officer | 8 | $0 | $0 |
| Kathleen Sherwood | Board Member Trustee or director | 1 | $0 | $0 |
| Julie Smith | Board Member Trustee or director | 1 | $0 | $0 |
| Gabe Chrysson | Board Member Trustee or director | 1 | $0 | $0 |
| Virginia Summey | Board Member Trustee or director | 1 | $0 | $0 |
| Chris Dorsch | Board Member Trustee or director | 2 | $0 | $0 |
| Kyle Barnes | Board Member Trustee or director | 1 | $0 | $0 |
| Dustin Heath | Board Member Trustee or director | 1 | $0 | $0 |
| Paul Orser | Board Member Trustee or director | 1 | $0 | $0 |
| JoAnn White | Board Member Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2024: 14 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Patrick Velde | Head of School Officer | 40 | $74,855 | $7,150 |
| Francisco Morales | Chair Trustee or director, Officer | 2 | $0 | $0 |
| Amanda Waters | Secretary Trustee or director, Officer | 2 | $0 | $0 |
| Kathleen Sherwood | Treasurer Trustee or director, Officer | 2 | $0 | $0 |
| Tiffani Otey | Vice Chair Trustee or director, Officer | 2 | $0 | $0 |
| Sarah Dalena | Board Member Trustee or director | 1 | $0 | $0 |
| Elizabeth Marsh | Board Member Trustee or director | 1 | $0 | $0 |
| Chris Dyer | Board Member Trustee or director | 1 | $0 | $0 |
| Gabe Chrysson | Board Member Trustee or director | 1 | $0 | $0 |
| Julie Smith | Board Member Trustee or director | 1 | $0 | $0 |
| Jeremy Burnett | Board Member Trustee or director | 1 | $0 | $0 |
| Kyle Barnes | Board Member Trustee or director | 1 | $0 | $0 |
| Virginia Summey | Board Member Trustee or director | 1 | $0 | $0 |
| Chris Dortsch | Board Member Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 15 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Patrick Velde | Head of School Officer | 40 | $75,310 | $4,173 |
| Francisco Morales | Vice Chair Trustee or director, Officer | 2 | $0 | $0 |
| Richard Browne | Treasurer Trustee or director, Officer | 2 | $0 | $0 |
| Amanda Waters | Secretary Trustee or director, Officer | 2 | $0 | $0 |
| Lauren Reid | Chair Trustee or director, Officer | 2 | $0 | $0 |
| Kathleen Sherwood | Board Member Trustee or director | 1 | $0 | $0 |
| Tiffani Otey | Board Member Trustee or director | 1 | $0 | $0 |
| Ted Kazakos | Board Member Trustee or director | 1 | $0 | $0 |
| Sarah Dalena | Board Member Trustee or director | 1 | $0 | $0 |
| Elizabeth Marsh | Board Member Trustee or director | 1 | $0 | $0 |
| Chris Dyer | Board Member Trustee or director | 1 | $0 | $0 |
| Gabe Chrysson | Board Member Trustee or director | 1 | $0 | $0 |
| Julie Smith | Board Member Trustee or director | 1 | $0 | $0 |
| JoAnn White | Board Member Trustee or director | 1 | $0 | $0 |
| Jeremy Burnett | Board Member Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2651 PILGRIM CT, WINSTON SALEM, NC 27106-5238
- In care of
- % KAREN WILSON
- Principal officer (990 for 2024)
- Patrick Velde, 2651 Pilgrim Ct, Winston Salem, NC 27106
- Signed the 990
- Elizabeth Marsh, Board Chair
- Phone
- (336) 391-8206
- Website
- www.Salem-Montessori.org
- Return prepared by
- Outfitters4 Inc
Mission
To provide a Montessori educational experience to 85 preschool age children, who attended school 2, 3, or 5 days, and 73 Elementary children, who attended school 5 days.
Program accomplishments
- To provide a Montessori educational experience to 158 preschool and elementary age children, who attended school 2, 3, or 5 days per week.Expenses $1,592,033 · revenue $1,528,490
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 56-2253872
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- School
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2002
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B20)
- Assets (IRS master file)
- $454,197
- Income (IRS master file)
- $1,619,476
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,619,476 | $1,775,349 | $454,197 | IRS |
| 990 | June 2024 | $1,468,074 | $1,478,281 | $603,506 | IRS |
| 990 | June 2023 | $1,062,930 | $926,332 | $479,734 | XML |
| 990 | June 2022 | $799,311 | $802,053 | $317,249 | IRS |
| 990 | June 2021 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 56-2253872).
Questions about SALEM MONTESSORI SCHOOL INCORPORATED
- What is the EIN of SALEM MONTESSORI SCHOOL INCORPORATED?
- The employer identification number (EIN) of SALEM MONTESSORI SCHOOL INCORPORATED is 56-2253872.
- Is SALEM MONTESSORI SCHOOL INCORPORATED tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to SALEM MONTESSORI SCHOOL INCORPORATED tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SALEM MONTESSORI SCHOOL INCORPORATED file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SALEM MONTESSORI SCHOOL INCORPORATED due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SALEM MONTESSORI SCHOOL INCORPORATED last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of SALEM MONTESSORI SCHOOL INCORPORATED?
- The 990 for the year ended June 30, 2025 names Patrick Velde.
- Who are the officers and directors of SALEM MONTESSORI SCHOOL INCORPORATED?
- The 990 for the year ended June 30, 2025 lists 14 people; 1 received compensation from the organization, the highest $86,384 (Patrick Velde, Head of School).
- How much revenue does SALEM MONTESSORI SCHOOL INCORPORATED have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,619,476, expenses of $1,775,349 and total assets of $454,197 at year end.
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All nonprofits in WINSTON SALEM · North Carolina · Education