Nonprofit · EIN 73-1041056
MONTE CASSINO CHARITABLE TRUST
Tax-exempt (reinstated) · TULSA, OK 74114
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,876,783 | $24,961 | $1,851,822 | $10,554,853 | $0 | $10,554,853 |
| June 30, 2024 | 990 | -$28,736 | $355,301 | -$384,037 | $9,503,299 | $0 | $9,503,299 |
| June 30, 2023 | 990 | $367,245 | $5,008 | $362,237 | $8,921,272 | $0 | $8,921,272 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $1,876,783
- Net gain from sales of assets
- $1,582,490
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Management and general (functional)
- $24,961
Balance sheet and other
- Total assets, start of year
- $9,503,299
- Total assets, end of year
- $10,554,853
- Total liabilities, end of year
- $0
- Net assets, end of year
- $10,554,853
- Publicly traded securities
- $10,554,853
- Net assets without donor restrictions
- $8,416,235
- Net assets with donor restrictions
- $2,138,618
- Gross receipts
- $10,792,128
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1978
- State of legal domicile
- OK
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 | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Chris Burke | Ex-Officio Trustee Officer | 0.1 | $0 | $216,823 | $28,162 |
| Tracie Kutmas | Ex-Officio Trustee Key employee | 0.15 | $0 | $131,295 | $25,799 |
| Larry Rooney | Trustee Institutional trustee | 0.1 | $0 | $0 | $0 |
| Trey Karlovich | Trustee Institutional trustee | 0.1 | $0 | $0 | $0 |
| Steve Austin | Trustee Institutional trustee | 0.1 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 7 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Chris Burke | Ex-Officio Trustee Officer | 0.1 | $0 | $175,217 | $18,743 |
| Tracie Kutmas | Ex-Officio Trustee Key employee | 0.2 | $0 | $125,663 | $18,542 |
| Sister Christine Ereiser OSB | Trustee Trustee or director | 0.1 | $0 | $0 | $0 |
| Sister Marie Therese Long OSB | Trustee Trustee or director | 0.1 | $0 | $0 | $0 |
| Larry Rooney | Trustee Trustee or director | 0.1 | $0 | $0 | $0 |
| Trey Karlovich | Trustee Trustee or director | 0.1 | $0 | $0 | $0 |
| Steve Austin | Trustee Trustee or director | 0.1 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 6 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Tracie Kutmas | EX-Officio Trustee Key employee | 0.2 | $0 | $158,251 | $22,085 |
| Sister Marie Therese Long OSB | Trustee Trustee or director | 0.1 | $0 | $0 | $0 |
| David Jeter | Trustee Trustee or director | 0.1 | $0 | $0 | $0 |
| Sister Christine Ereiser OSB | Trustee Trustee or director | 0.1 | $0 | $0 | $0 |
| Trey Karlovich | Trustee Trustee or director | 0.1 | $0 | $0 | $0 |
| Steve Austin | Trustee Trustee or director | 0.1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2206 S LEWIS AVE, TULSA, OK 74114-3117
- Principal officer (990 for 2024)
- Tracie Kutmas, 2206 S Lewis Avenue, Tulsa, OK 74114
- Signed the 990
- Chris Burke, President
- Phone
- (918) 742-3364
Mission
To benefit Monte Cassino School, Inc. by providing a source of funds, both operating and endowment, to benefit Monte Cassino School, Inc. in Tulsa, Oklahoma.
Program accomplishments
- Monte Cassino Charitable Trust contributes funds each fiscal year, if needed, to the scholarships, capital projects and general operations for Monte Cassino School, Inc. In the 2024-2025 school year, Monte Cassino Charitable Trust did not make any contributions.
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
- 73-1041056
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization, Type I
- Donations deductible (Pub 78)
- Supporting organization, 50% limit
- Exempt since
- 2013
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B11)
- Assets (IRS master file)
- $10,554,853
- Income (IRS master file)
- $10,792,128
Revocation and reinstatement
- Exemption revoked
- November 15, 2010
- Posted by the IRS
- July 13, 2011
- Reinstated
- Effective May 15, 2012
From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,876,783 | $24,961 | $10,554,853 | IRS |
| 990 | June 2024 | -$28,736 | $355,301 | $9,503,299 | IRS |
| 990 | June 2023 | $367,245 | $5,008 | $8,921,272 | XML |
| 990 | June 2022 | $370,949 | $325,737 | $8,246,875 | 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 73-1041056).
Questions about MONTE CASSINO CHARITABLE TRUST
- What is the EIN of MONTE CASSINO CHARITABLE TRUST?
- The employer identification number (EIN) of MONTE CASSINO CHARITABLE TRUST is 73-1041056.
- Is MONTE CASSINO CHARITABLE TRUST tax-exempt?
- Yes. The IRS revoked its exemption on November 15, 2010 and reinstated it effective May 15, 2012.
- Are donations to MONTE CASSINO CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
- Which annual return does MONTE CASSINO CHARITABLE TRUST 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 MONTE CASSINO CHARITABLE TRUST 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 MONTE CASSINO CHARITABLE TRUST 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 MONTE CASSINO CHARITABLE TRUST?
- The 990 for the year ended June 30, 2025 names Tracie Kutmas.
- Who are the officers and directors of MONTE CASSINO CHARITABLE TRUST?
- The 990 for the year ended June 30, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does MONTE CASSINO CHARITABLE TRUST have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,876,783, expenses of $24,961 and total assets of $10,554,853 at year end.
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