Nonprofit · EIN 74-1797199
UPPER VALLEY MONTESSORI SOCIETY INC
Tax-exempt · EDINBURG, TX 78539
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2025 | 990 | $1,238,070 | $1,164,093 | $73,977 | $2,527,049 | $1,993,535 | $533,514 |
| July 31, 2024 | 990 | $998,531 | $1,131,815 | -$133,284 | $2,338,966 | $2,082,086 | $256,880 |
| July 31, 2023 | 990 | $1,224,155 | $1,070,888 | $153,267 | $2,634,410 | $2,152,984 | $481,426 |
Financial details: 990 for the year ended July 31, 2025
Revenue
- Contributions, gifts and grants
- $70,915
- Program service revenue
- $1,083,120
- Investment income
- $1,730
- Net income from fundraising events
- $82,305
- Other revenue
- $82,305
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $573,707
- Salaries, compensation and benefits (total)
- $727,106
- Professional fundraising fees
- $0
- Legal fees
- $1,030
- Accounting fees
- $618
- Travel
- $13,814
- Depreciation
- $70,760
- Program services (functional)
- $1,004,974
- Management and general (functional)
- $159,119
Balance sheet and other
- Total assets, start of year
- $2,338,966
- Total assets, end of year
- $2,527,049
- Total liabilities, end of year
- $1,993,535
- Net assets, end of year
- $533,514
- Land, buildings and equipment
- $1,082,785
- Net assets without donor restrictions
- $533,514
- Gross unrelated business income
- $1,730
- Gross receipts
- $1,340,292
- Employees
- 33
- Volunteers
- 0
- Year formed
- 1974
- State of legal domicile
- TX
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 July 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANNA ALLMAN | PRESIDENT Trustee or director | 1 | $0 |
| CLARISSA RUIZ | VP OF FINANCE Trustee or director | 1 | $0 |
| ASHLEY REIS | SECRETARY Trustee or director | 1 | $0 |
| MELANNY CASTILLO | VP OF BUILDINGS AND GROUNDS Trustee or director | 1 | $0 |
| PRIYA GOVIND | VP OF COMMUNITY RELATIONS Trustee or director | 1 | $0 |
| JULIO CASTILLO | TREASURY Trustee or director | 1 | $0 |
| ANISSA PEREZ | VP OF PARENTAL INVOLVEMENT Trustee or director | 1 | $0 |
| STEPHANIE DAVIS | VICE PRESIDENT Trustee or director | 1 | $0 |
| BRENAN VIERRA | MEMBER AT LARGE Trustee or director | 1 | $0 |
| FRANCISCO VILEMA | MEMBER AT LARGE Trustee or director | 1 | $0 |
| MARIA NARANJO | MEMBER AT LARGE Trustee or director | 1 | $0 |
| BERNADETTE LUGO | DIRECTOR OF SCHOOL Trustee or director | 1 | $0 |
990 for the year ended July 31, 2024: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATRENA HENRY | PRESIDENT Trustee or director | 1 | $0 |
| LOKESH CHANDIRAMANI | VP OF ADMIN Trustee or director | 1 | $0 |
| STEPHANIE DAVIS | VP OF FINANCE Trustee or director | 1 | $0 |
| ANNNA ALLMAN | SECRETARY Trustee or director | 1 | $0 |
| CLARISSA RUIZ | VP OF BUILDINGS AND GROUNDS Trustee or director | 1 | $0 |
| MELANY CASTILLO | MEMBER AT LARGE Trustee or director | 1 | $0 |
| MARIA NARANJO | VP OF PARENT RELATIONS Trustee or director | 1 | $0 |
| JULIO CASTILLO | TREASURY Trustee or director | 1 | $0 |
| ANISSA CHAVEZ | MEMBER AT LARGE Trustee or director | 1 | $0 |
990 for the year ended July 31, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEPHANY DAVIS | VP OF FINANCE Trustee or director | 1 | $0 |
| KATRENA HENRY | PRESIDENT Trustee or director | 1 | $0 |
| ANNA ALLMAN | SECRETARY Trustee or director | 1 | $0 |
| JOE HOVEY | VP OF COMMUNITY RELATIONS Trustee or director | 1 | $0 |
| HECTOR GUZMAN | DIRECTOR Trustee or director | 1 | $0 |
| MARIA NARANJO | VP OF PARENTAL INVOLVEMENT Trustee or director | 1 | $0 |
| LOKESH CHANDIRAMANI | VICE PRESIDENT Trustee or director | 1 | $0 |
| MELANNY CASTILLO | DIRECTOR AT LARGE Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1711 W ALBERTA RD, EDINBURG, TX 78539-8427
- Principal officer (990 for 2024)
- ANNA ALLMAN, 1711 W ALBERTA ROAD, EDINBURG, TX 78539
- Signed the 990
- ANNA ALLMAN, PRESIDENT
- Phone
- (956) 381-1117
- Website
- WWW.THEDISCOVERYSCHOOL.COM
- Return prepared by
- CRI ADVISORS LLC
Mission
THE CORPORATION OPERATES A SCHOOL WHOSE PRIMARY FUNCTION IS FORMAL EDUCATION. IT HAS A REGULAR FACULTY, CURRICULUM AND AN ENROLLED STUDENT BODY. THE NUMBER OF STUDENTS AVERAGES 236. IT ALSO OPERATES A DAY CARE CENTER FOR THE BENEFIT OF ITS STUDENTS AND THEIR PARENTS.
Program accomplishments
- TO PROVIDE AN EDUCATIONAL SETTING WITH A MONTESSORI BACKGROUND AND INFLUENCE AND TO EXPAND THE MONTESSORI'S EDUCATIONAL SYSTEM.Expenses $1,004,974 · revenue $1,083,120
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 July, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | July 31, 2026 | December 15, 2026 | Not due yet |
| 2024 | July 31, 2025 | December 15, 2025 | 990 on file |
| 2023 | July 31, 2024 | December 16, 2024 | 990 on file |
IRS record
- EIN
- 74-1797199
- 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
- 1975
- Accounting year ends
- July
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B24Z)
- Assets (IRS master file)
- $2,527,049
- Income (IRS master file)
- $1,340,292
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | July 2025 | $1,238,070 | $1,164,093 | $2,527,049 | XML |
| 990 | July 2024 | $998,531 | $1,131,815 | $2,338,966 | XML |
| 990 | July 2023 | $1,224,155 | $1,070,888 | $2,634,410 | XML |
| 990 | July 2022 | $1,084,073 | $1,016,550 | $2,415,375 | IRS |
| 990 | July 2021 | – | – | – | IRS |
| 990 | July 2020 | – | – | – | IRS |
| 990 | July 2019 | – | – | – | IRS |
| 990 | July 2018 | – | – | – | 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 74-1797199).
Questions about UPPER VALLEY MONTESSORI SOCIETY INC
- What is the EIN of UPPER VALLEY MONTESSORI SOCIETY INC?
- The employer identification number (EIN) of UPPER VALLEY MONTESSORI SOCIETY INC is 74-1797199.
- Is UPPER VALLEY MONTESSORI SOCIETY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1975.
- Are donations to UPPER VALLEY MONTESSORI SOCIETY INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UPPER VALLEY MONTESSORI SOCIETY INC 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 UPPER VALLEY MONTESSORI SOCIETY INC due?
- The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UPPER VALLEY MONTESSORI SOCIETY INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended July 2025.
- Who is the principal officer of UPPER VALLEY MONTESSORI SOCIETY INC?
- The 990 for the year ended July 31, 2025 names ANNA ALLMAN.
- Who are the officers and directors of UPPER VALLEY MONTESSORI SOCIETY INC?
- The 990 for the year ended July 31, 2025 lists 12 people; 0 received compensation from the organization.
- How much revenue does UPPER VALLEY MONTESSORI SOCIETY INC have?
- On its 990 for the year ended July 31, 2025 it reported revenue of $1,238,070, expenses of $1,164,093 and total assets of $2,527,049 at year end.
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