Nonprofit · EIN 59-0657329
MONTVERDE ACADEMY
Tax-exempt · MONTVERDE, FL 34756
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2025 | 990 | $41,077,065 | $40,883,601 | $193,464 | $60,319,359 | $14,301,589 | $46,017,770 |
| May 31, 2024 | 990 | $36,111,004 | $35,824,722 | $286,282 | $60,061,633 | $14,597,155 | $45,464,478 |
Financial details: 990 for the year ended May 31, 2025
Revenue
- Contributions, gifts and grants
- $1,055,824
- Program service revenue
- $37,356,945
- Investment income
- $648,404
- Net gain from sales of assets
- -$217,181
- Net income from sales of inventory
- -$200,411
- Other revenue
- $2,015,892
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $728,042
- Other salaries and wages
- $13,832,449
- Salaries, compensation and benefits (total)
- $17,005,605
- Professional fundraising fees
- $0
- Legal fees
- $121,910
- Accounting fees
- $90,028
- Occupancy
- $955,980
- Travel
- $239,095
- Depreciation
- $4,362,414
- Program services (functional)
- $35,723,909
- Management and general (functional)
- $5,122,098
- Fundraising (functional)
- $37,594
Balance sheet and other
- Total assets, start of year
- $60,061,633
- Total assets, end of year
- $60,319,359
- Total liabilities, end of year
- $14,301,589
- Net assets, end of year
- $46,017,770
- Land, buildings and equipment
- $43,175,700
- Publicly traded securities
- $12,918,284
- Net assets without donor restrictions
- $45,846,237
- Net assets with donor restrictions
- $171,533
- Gross receipts
- $42,822,073
- Employees
- 417
- Volunteers
- 10
- Year formed
- 1912
- State of legal domicile
- FL
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 May 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Jon Hopman | Head of School Officer | 40 | $402,650 | $34,594 |
| Kevin Boyle | Head Basketball Coach Highest-paid employee | 40 | $272,871 | $26,031 |
| David Rath | Dean of Enrollment Management Highest-paid employee | 40 | $237,392 | $34,594 |
| Bradley Long | Director of Finance & operator Officer | 40 | $188,182 | $15,711 |
| David Bernatavitz | Dean of Upper School Highest-paid employee | 40 | $179,045 | $8,738 |
| Jaime Oncins De Oliveira | Head Tennis Coach Highest-paid employee | 40 | $137,010 | $20,437 |
| Meristell Shackelford | Dean of the Lower School Highest-paid employee | 40 | $140,269 | $9,534 |
| SANDRA O STEPHENS | TRUSTEE EMIRITUS Trustee or director | 1 | $0 | $0 |
| T SCOTT OHMSTEDE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| S RENEE STEPHENS LUNDY | CHAIRWOMAN Trustee or director, Officer | 1 | $0 | $0 |
| TIM J BACH | VICE CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 |
| SEAN PARKS | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| GREGORY L NELSON | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| MICHAEL MASON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| LORI SPECHT | TRUSTEE Trustee or director | 1 | $0 | $0 |
2 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JON FRERE | TRUSTEE THRU 08/2024 Trustee or director | 1 | $0 |
| SIDNEY A MCPHEE | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended May 31, 2024: 17 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Jon Hopman | Head of School Officer | 40 | $400,000 | $64,594 |
| Kevin Boyle | Head Basketball Coach Highest-paid employee | 40 | $273,384 | $26,031 |
| David Rath | Dean of Enrollment Management Highest-paid employee | 40 | $220,090 | $34,594 |
| Bradley Long | Director of Finance and Operat Officer | 40 | $193,325 | $39,405 |
| David Bernatavitz | Dean of Upper School Highest-paid employee | 40 | $171,482 | $8,738 |
| Jaime Oncins De Oliveira | Head Tennis Coach Highest-paid employee | 40 | $129,790 | $21,358 |
| Meristell Shackelford | Dean of the Lower School Highest-paid employee | 40 | $134,468 | $9,270 |
| SANDRA O STEPHENS | TRUSTEE EMIRITUS Trustee or director | 1 | $0 | $0 |
| T SCOTT OHMSTEDE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| S RENEE STEPHENS LUNDY | CHAIRWOMAN Trustee or director, Officer | 1 | $0 | $0 |
| TIM J BACH | VICE CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 |
| SEAN PARKS | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| GREGORY L NELSON | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| MICHAEL MASON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| LORI SPECHT | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JON FRERE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| SIDNEY A MCPHEE | TRUSTEE Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 17235 7TH ST, MONTVERDE, FL 34756-3210
- In care of
- % JON HOPMAN
- Principal officer (990 for 2024)
- S RENEE STEPHENS LUNDY, 17235 7TH STREET, MONTVERDE, FL 347563210
- Signed the 990
- S RENEE STEPHENS LUNDY, CHAIRWOMAN
- Phone
- (407) 469-2561
- Return prepared by
- WITHUMSMITHBROWNPC
Mission
TO INSPIRE STUDENTS TO BECOME LEADERS WITH A PASSION FOR KNOWLEDGE, GLOBAL VISION AND INNOVATION WHILE DEVELOPING CHARACTER IN A NUTURING AND DIVERSE COMMUNITY. MONTVERDE ACADEMY IS A COEDUCATIONAL INDEPENDENT SCHOOL THAT SERVES GRADES PRE-K 3-12. OUR BOARDING PROGRAM SERVES GRADES 7-12 AND POST-GRADUATE STUDIES.AT THE HEART OF THE MONTVERDE ACADEMY EXPERIENCE IS AN ENGAGING AND CHALLENGING ACADEMIC ENVIRONMENT THAT GIVES STUDENTS THE DESIRE AND SKILLS TO ACHIEVE AT THE HIGHEST LEVEL. OUTSIDE OF THE CLASSROOM, STUDENTS DEVELOP THEIR TALENTS AND ABILITIES THROUGH INVOLVEMENT IN FINE ARTS, ATHLETICS, SCHOOL CLUBS, AND SERVICE ORGANIZATIONS. OUR STAFF MEMBERS, PARENTS, AND STUDENTS ARE PART OF A CLOSE-KNIT, DEEPLY CARING COMMUNITY. WE EMPHASIZE POSITIVE RELATIONSHIPS TO HELP BUILD SELF-ESTEEM AND CONFIDENCE IN OUR STUDENTS, AND EACH ONE OF THEM IS A VALUED COMMUNITY MEMBER. WITH ITS CULTURAL DIVERSITY, MONTVERDE ACADEMY DRAWS STUDENTS FROM AROUND THE WORLD. OUR INTERNATIONAL CHARACTER ADD
Program accomplishments
- MONTVERDE ACADEMY IS A COLLEGE PREPARATORY, COEDUCATIONAL INDEPENDENT SCHOOL SERVING GRADES PK 3-12. THE BOARDING PROGRAM SERVES GRADES 7-12 AND POSTGRADUATE. AT THE HEART OF THE MONTVERDE ACADEMY EXPERIENCE IS AN ENGAGING AND CHALLENGING ACADEMIC ENVIRONMENT THAT GIVES STUDENTS THE DESIRE AND SKILLS TO ACHIEVE AT THE HIGHEST LEVELS. OUTSIDE OF THE CLASSROOM, STUDENTS CONTINUE TO DEVELOP THEIR TALENTS AND ABILITIES THROUGH INVOLVMENT IN FINE ARTS, ATHLETICS, SCHOOL CLUBS, AND SERVICE ORGANIZATIONS. AVERAGE ENROLLMENT DURING THE 2024-2025 SCHOOL YEAR WAS APPROXIMATELY 1,460 STUDENTS. APPROXIMATELY 235 STUDENTS ARE HOUSED ON CAMPUS; THE REMAINING STUDENTS ARE DAY STUDENTS.Expenses $35,723,909 · revenue $39,573,248
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 May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | Not on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990 on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990 on file |
IRS record
- EIN
- 59-0657329
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1948
- Accounting year ends
- May
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $60,319,359
- Income (IRS master file)
- $42,822,073
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | May 2025 | – | – | – | IRS |
| 990 | May 2024 | – | – | – | IRS |
| 990 | May 2023 | $33,466,562 | $34,229,815 | $54,825,619 | IRS |
| 990 | May 2022 | $32,301,917 | $30,642,600 | $55,272,335 | IRS |
| 990 | May 2021 | – | – | – | IRS |
| 990 | May 2020 | – | – | – | IRS |
| 990 | May 2019 | – | – | – | IRS |
| 990 | May 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about MONTVERDE ACADEMY
- What is the EIN of MONTVERDE ACADEMY?
- The employer identification number (EIN) of MONTVERDE ACADEMY is 59-0657329.
- Is MONTVERDE ACADEMY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1948.
- Are donations to MONTVERDE ACADEMY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MONTVERDE ACADEMY 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 MONTVERDE ACADEMY due?
- The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MONTVERDE ACADEMY last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended May 2025.
- Who is the principal officer of MONTVERDE ACADEMY?
- The 990 for the year ended May 31, 2025 names S RENEE STEPHENS LUNDY.
- Who are the officers and directors of MONTVERDE ACADEMY?
- The 990 for the year ended May 31, 2025 lists 17 people; 7 received compensation from the organization, the highest $402,650 (Jon Hopman, Head of School).
- How much revenue does MONTVERDE ACADEMY have?
- On its 990 for the year ended May 31, 2025 it reported revenue of $41,077,065, expenses of $40,883,601 and total assets of $60,319,359 at year end.
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