Nonprofit · EIN 62-1216240
MONTESSORI ACADEMY INCORPORATED
Tax-exempt · BRENTWOOD, TN 37027
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $5,963,311 | $4,666,183 | $1,297,128 | $11,193,927 | $4,973,224 | $6,220,703 |
| June 30, 2024 | 990 | $5,758,114 | $4,606,549 | $1,151,565 | $10,288,625 | $5,365,050 | $4,923,575 |
| June 30, 2022 | 990 | $4,466,395 | $4,310,950 | $155,445 | $8,760,230 | $6,372,482 | $2,387,748 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $126,729
- of which government grants
- $8,075
- Program service revenue
- $5,763,058
- Investment income
- $64,774
- Net rental income
- $8,750
- Other revenue
- $8,750
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $3,195,695
- Salaries, compensation and benefits (total)
- $3,503,530
- Professional fundraising fees
- $0
- Legal fees
- $3,500
- Accounting fees
- $23,773
- Occupancy
- $233,244
- Travel
- $810
- Depreciation
- $256,547
- Program services (functional)
- $4,010,024
- Management and general (functional)
- $654,981
- Fundraising (functional)
- $1,178
Balance sheet and other
- Total assets, start of year
- $10,288,625
- Total assets, end of year
- $11,193,927
- Total liabilities, end of year
- $4,973,224
- Net assets, end of year
- $6,220,703
- Land, buildings and equipment
- $7,939,760
- Gross receipts
- $5,963,311
- Employees
- 120
- Volunteers
- 0
- Year formed
- 1986
- State of legal domicile
- TN
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 |
|---|---|---|---|
| Nelson Griffin | Secretary Trustee or director, Officer | 2 | $0 |
| Erik Bartelt | President Trustee or director, Officer | 10 | $0 |
| Dianna Laurent | Board Member Trustee or director | 2 | $0 |
| Yolanda Greene | Board Member Trustee or director | 2 | $0 |
| Christopher Strazishar | Board Member Trustee or director | 2 | $0 |
| Kent Wildman | Board Member Trustee or director | 2 | $0 |
990 for the year ended June 30, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Nelson Griffin | Board Member Trustee or director | 2 | $0 |
| Erik Bartelt | Secretary Trustee or director, Officer | 2 | $0 |
| Arthur Rudolph | President Trustee or director, Officer | 10 | $0 |
| Yolanda Greene-Banker | Board Member Trustee or director | 2 | $0 |
990 for the year ended June 30, 2022: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Genie Wright | Board Member Trustee or director | 1 | $0 |
| Marynet King | Board Member Trustee or director | 1 | $0 |
| Jaime Yeager | Board Member Trustee or director | 1 | $0 |
| Emily Breaux | Board Member Trustee or director | 1 | $0 |
| Amanda Rumuncik | Board Member Institutional trustee | 1 | $0 |
| Erik Bartelt | Board Member Institutional trustee | 1 | $0 |
| Yolanda Greene-Banker | Board Member Institutional trustee | 1 | $0 |
| Arthur Rudolph | Board Member Institutional trustee | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 100 MONTESSORI DR, BRENTWOOD, TN 37027-1520
- In care of
- % JIM BERNSTORF
- Principal officer (990 for 2024)
- Nora Shuart-Faris, 100 Montessori Dr, Brentwood, TN 37027
- Signed the 990
- Nora Shuart-Faris, Head of School
- Phone
- (615) 833-3610
- Website
- www.montessoriacad.org
- Return prepared by
- Richard A Fridge CPA
Mission
Montessori Academy Inc maintains two schools for children according to the Montessori philosophy as disseminated by the American Montessori Society for toddlers through 12th grade. Locations in Brentwood, TN and Clarksville, TN
Program accomplishments
- Educating toddlers through twelfth graders using the Montessori MethodExpenses $3,942,060 · revenue $5,760,723
- Adult teacher training programsExpenses $67,964
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
- 62-1216240
- 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
- 1990
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B21Z)
- Assets (IRS master file)
- $11,193,927
- Income (IRS master file)
- $5,963,311
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $5,963,311 | $4,666,183 | $11,193,927 | XML |
| 990 | June 2024 | $5,758,114 | $4,606,549 | $10,288,625 | XML |
| 990 | June 2023 | $5,829,511 | $4,794,174 | $9,594,465 | IRS |
| 990 | June 2022 | $4,466,395 | $4,310,950 | $8,760,230 | XML |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | 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 62-1216240).
Questions about MONTESSORI ACADEMY INCORPORATED
- What is the EIN of MONTESSORI ACADEMY INCORPORATED?
- The employer identification number (EIN) of MONTESSORI ACADEMY INCORPORATED is 62-1216240.
- Is MONTESSORI ACADEMY INCORPORATED tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1990.
- Are donations to MONTESSORI ACADEMY INCORPORATED tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MONTESSORI ACADEMY 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 MONTESSORI ACADEMY 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 MONTESSORI ACADEMY 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 MONTESSORI ACADEMY INCORPORATED?
- The 990 for the year ended June 30, 2025 names Nora Shuart-Faris.
- Who are the officers and directors of MONTESSORI ACADEMY INCORPORATED?
- The 990 for the year ended June 30, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does MONTESSORI ACADEMY INCORPORATED have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $5,963,311, expenses of $4,666,183 and total assets of $11,193,927 at year end.
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