Nonprofit · EIN 59-3506185
MARCO ISLAND CHARTER MIDDLE SCHOOL
Tax-exempt · MARCO ISLAND, FL 34145
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $3,354,650 | $4,763,904 | -$1,409,254 | $2,713,662 | $2,707,600 | $6,062 |
| June 30, 2024 | 990 | $3,740,505 | $3,696,256 | $44,249 | $3,564,478 | $2,004,760 | $1,559,718 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $331,801
- of which government grants
- $25,169
- Program service revenue
- $2,986,389
- Investment income
- $23,941
- Other revenue
- $12,519
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $238,376
- Other salaries and wages
- $2,459,152
- Salaries, compensation and benefits (total)
- $3,538,621
- Professional fundraising fees
- $0
- Legal fees
- $5,770
- Accounting fees
- $7,500
- Occupancy
- $237,998
- Depreciation
- $75,334
- Program services (functional)
- $4,340,234
- Management and general (functional)
- $423,670
Balance sheet and other
- Total assets, start of year
- $3,564,478
- Total assets, end of year
- $2,713,662
- Total liabilities, end of year
- $2,707,600
- Net assets, end of year
- $6,062
- Land, buildings and equipment
- $437,737
- Gross receipts
- $3,354,650
- Employees
- 61
- Volunteers
- 250
- Year formed
- 1998
- 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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Margaret Heidenreich | Principal Key employee | 40 | $128,045 |
| Fawna Michaels | Comptroller Key employee | 40 | $110,341 |
| David T Lupo | President Trustee or director, Officer | 10 | $0 |
| Joseph Oliverio | Director Trustee or director, Officer | 10 | $0 |
| Sandra Massie | Treasurer Trustee or director, Officer | 10 | $0 |
| Larry Heinemann | Director Trustee or director, Officer | 10 | $0 |
| Cherise Loy | Director Trustee or director, Officer | 10 | $0 |
990 for the year ended June 30, 2024: 8 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Margaret Heidenreich | Principal Key employee | 40 | $121,302 | $3,500 |
| Fawna Michaels | Comptroller Key employee | 40 | $109,998 | $2,500 |
| David T Lupo | President Trustee or director, Officer | 10 | $0 | $0 |
| Yvette Benarroch | Vice President Trustee or director, Officer | 10 | $0 | $0 |
| Sandra Massie | Treasurer Trustee or director, Officer | 10 | $0 | $0 |
| Larry Heinemann | Director Trustee or director, Officer | 10 | $0 | $0 |
| Cherise Loy | Director Trustee or director, Officer | 10 | $0 | $0 |
| Maureen Marcoux | Director Former | 10 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1401 TRINIDAD AVE, MARCO ISLAND, FL 34145-3949
- In care of
- % PAUL TATEO CONTROLLER
- Principal officer (990 for 2024)
- Sandi Massie, 1401 TRINIDAD AVENUE, MARCO ISLAND, FL 34145
- Signed the 990
- Sandi Massie, Treasurer
- Phone
- (239) 377-3200
- Website
- www.micms.org
Mission
To provide an educational program with enhanced scholastic momentum with a continuing commitment to high academic standards and community development.
Program accomplishments
- The Marco Island Charter Middle School provides educational services to students in grade six through eight. The mission of the Marco Island Charter Middle School includes commitment to high standards, strengthening of peer bonds, awareness of community uniqueness, exposure to broad ethnic and socio-economic diversity, and increased academic core subject name. The Marco Island Charter Middle School served an average of 301 students during the school year ended June 30, 2025.Expenses $4,340,234 · revenue $3,022,849
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
- 59-3506185
- 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
- 1998
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B25Z)
- Assets (IRS master file)
- $2,713,662
- Income (IRS master file)
- $3,354,650
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $3,354,650 | $4,763,904 | $2,713,662 | IRS |
| 990 | June 2024 | $3,740,505 | $3,696,256 | $3,564,478 | XML |
| 990 | June 2023 | $3,685,666 | $3,788,430 | $3,706,090 | IRS |
| 990 | June 2022 | $4,157,561 | $3,254,995 | $3,847,734 | 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 59-3506185).
Questions about MARCO ISLAND CHARTER MIDDLE SCHOOL
- What is the EIN of MARCO ISLAND CHARTER MIDDLE SCHOOL?
- The employer identification number (EIN) of MARCO ISLAND CHARTER MIDDLE SCHOOL is 59-3506185.
- Is MARCO ISLAND CHARTER MIDDLE SCHOOL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to MARCO ISLAND CHARTER MIDDLE SCHOOL tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MARCO ISLAND CHARTER MIDDLE SCHOOL 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 MARCO ISLAND CHARTER MIDDLE SCHOOL 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 MARCO ISLAND CHARTER MIDDLE SCHOOL 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 MARCO ISLAND CHARTER MIDDLE SCHOOL?
- The 990 for the year ended June 30, 2025 names Sandi Massie.
- Who are the officers and directors of MARCO ISLAND CHARTER MIDDLE SCHOOL?
- The 990 for the year ended June 30, 2025 lists 7 people; 2 received compensation from the organization, the highest $128,045 (Margaret Heidenreich, Principal).
- How much revenue does MARCO ISLAND CHARTER MIDDLE SCHOOL have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $3,354,650, expenses of $4,763,904 and total assets of $2,713,662 at year end.
Other nonprofits in MARCO ISLAND
- KOERNER FAMILY FOUNDATION EIN 92-1465261 · last filed 990-PF for 2025
- POLICE UNITY TOUR OF FLORIDA INCORPORATED EIN 20-1026394 · last filed 990 for 2026
- MARCO ISLAND ROTARY CLUB FOUNDATION INC EIN 59-3188471 · last filed 990 for 2025
- TOMMIE BARFIELD ELEMENTARY SCHOOL-PARENT TEACHER ORGANIZATION EIN 93-1381001 · last filed 990-N for 2024
- MINNESOURI SCHOLARSHIP FOUNDATION EIN 43-1929305 · last filed 990-PF for 2025
- MARCO ISLAND SUNRISE ROTARY CLUB FOUNDATION INC EIN 65-0520936 · last filed 990-PF for 2025
- BURFIELD FOUNDATION LIMITED EIN 20-0511203 · last filed 990-PF for 2025
- DARTMOUTH CLUB OF SOUTHWEST FLORIDA INC EIN 65-0659596 · last filed 990-PF for 2024