Nonprofit · EIN 74-2233098
THE MONTESSORI SCHOOL OF SAN ANTONIO
Tax-exempt · SAN ANTONIO, TX 78258
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2025 | 990 | $7,011,365 | $6,732,135 | $279,230 | $17,903,737 | $9,082,958 | $8,820,779 |
| July 31, 2024 | 990 | $6,849,790 | $6,316,683 | $533,107 | $17,281,966 | $8,764,911 | $8,517,055 |
Financial details: 990 for the year ended July 31, 2025
Revenue
- Contributions, gifts and grants
- $64,878
- Program service revenue
- $6,489,067
- Investment income
- $292,599
- Net income from fundraising events
- $39,821
- Other revenue
- $164,821
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $470,122
- Other salaries and wages
- $2,928,585
- Salaries, compensation and benefits (total)
- $4,222,262
- Professional fundraising fees
- $0
- Depreciation
- $433,782
- Program services (functional)
- $5,435,667
- Management and general (functional)
- $1,182,923
- Fundraising (functional)
- $113,545
Balance sheet and other
- Total assets, start of year
- $17,281,966
- Total assets, end of year
- $17,903,737
- Total liabilities, end of year
- $9,082,958
- Net assets, end of year
- $8,820,779
- Land, buildings and equipment
- $6,450,624
- Publicly traded securities
- $6,837,452
- Net assets without donor restrictions
- $8,278,127
- Net assets with donor restrictions
- $542,652
- Gross receipts
- $7,176,137
- Employees
- 93
- Volunteers
- 102
- Year formed
- 1982
- 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 | Other / benefits |
|---|---|---|---|---|
| EMILY LUND | HEAD OF SCHOOL Officer | 40 | $240,295 | $16,440 |
| BRANDON PETROSKY | BUSINESS MANAGER Highest-paid employee | 40 | $118,450 | $13,061 |
| THERESA POWERS | ASSISTANT HEAD OF SCHOOL Highest-paid employee | 40 | $111,377 | $13,112 |
| TIM BIELA | CHAIR Trustee or director | 2 | $0 | $0 |
| ALEX NAVA | VICE CHAIR Trustee or director | 2 | $0 | $0 |
| SARAH SHAKIL | TREASURER Trustee or director | 2 | $0 | $0 |
| BELLINDA CONTE | SECRETARY Trustee or director | 2 | $0 | $0 |
| BEN NEWMAN | TRUSTEE Trustee or director | 2 | $0 | $0 |
| LISA VARGAS | TRUSTEE Trustee or director | 2 | $0 | $0 |
| PAGE JUDSON | TRUSTEE Trustee or director | 2 | $0 | $0 |
| DAVID GIBSON | TRUSTEE Trustee or director | 2 | $0 | $0 |
| MONICA HALL | TRUSTEE Trustee or director | 2 | $0 | $0 |
| NATALIE JONES | TRUSTEE Trustee or director | 2 | $0 | $0 |
| JENNIFER YANTIS | TRUSTEE Trustee or director | 2 | $0 | $0 |
| ANDY MORALES | TRUSTEE Trustee or director | 2 | $0 | $0 |
990 for the year ended July 31, 2024: 14 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| EMILY LUND | HEAD OF SCHOOL Officer | 40 | $219,339 | $15,147 |
| BRANDON PETROSKY | BUSINESS MANAGER Highest-paid employee | 40 | $112,981 | $10,842 |
| THERESA POWERS | ASSISTANT HEAD OF SCHOOL Highest-paid employee | 40 | $107,238 | $12,152 |
| TIM BIELA | CHAIR Trustee or director | 2 | $0 | $0 |
| ALEX NAVA | VICE CHAIR Trustee or director | 2 | $0 | $0 |
| SARAH SHAKIL | TREASURER Trustee or director | 2 | $0 | $0 |
| BELLINDA CONTE | SECRETARY Trustee or director | 2 | $0 | $0 |
| BEN NEWMAN | TRUSTEE Trustee or director | 2 | $0 | $0 |
| LISA VARGAS | TRUSTEE Trustee or director | 2 | $0 | $0 |
| PAGE JUDSON | TRUSTEE Trustee or director | 2 | $0 | $0 |
| DAVID GIBSON | TRUSTEE Trustee or director | 2 | $0 | $0 |
| MONICA HALL | TRUSTEE Trustee or director | 2 | $0 | $0 |
| NATALIE JONES | TRUSTEE Trustee or director | 2 | $0 | $0 |
| JENNIFER YANTIS | TRUSTEE Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 17722 ROGERS RANCH PKWY, SAN ANTONIO, TX 78258-4600
- Principal officer (990 for 2024)
- EMILY LUND, 17722 ROGERS RANCH PARKWAY, SAN ANTONIO, TX 782584600
- Signed the 990
- EMILY LUND, HEAD OF SCHOOL
- Phone
- (210) 492-3553
- Website
- WWW.MONTESSORISA.ORG
- Return prepared by
- ADKF PC
Mission
THE MONTESSORI SCHOOL OF SAN ANTONIO (MSSA) GUIDES CHILDREN TO BE PASSIONATE LEARNERS, INDEPENDENT THINKERS, AND ENGAGED CITIZENS. THROUGH THE GUIDING PRINCIPLES OF MONTESSORI CURRICULUM AND THE SCHOOL CULTURE, CHILDREN DEVELOP CRITICAL SKILLS FOR ACADEMIC, PROFESSIONAL, AND PERSONAL SUCCESS.MSSA RECOGNIZES THAT DEVELOPMENT COMES THROUGH THE STUDENT'S OWN ACTIVITY AND THAT THE FACULTY'S TASK IS TO CAREFULLY GUIDE THAT ACTIVITY WITHIN AN ENVIRONMENT SPECIALLY PREPARED ACCORDING TO THE STUDENT'S PARTICULAR STATE OF DEVELOPMENT.MONTESSORI AT MSSA IS AN EDUCATION THAT IS BOTH NURTURING AND RIGOROUS, RESPECTING EACH STUDENT'S UNIQUE PACE AND STYLE OF LEARNING WHILE CONTINUALLY ENCOURAGING EACH CHILD TO REACH HIS/HER MAXIMUM POTENTIAL. IT IS AN EDUCATION THAT ADDRESSES THE CRITICAL INTEGRATION OF KNOWLEDGE, SKILLS, UNDERSTANDING, AND MORAL ACTION.
Program accomplishments
- EDUCATION OF OVER 335 STUDENTS AGES 3 TO 14,UNDER A MONTESSORI CURRICULUM FOR GRADES PRE-K THROUGH 8.Expenses $5,435,667 · revenue $6,614,067
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
- 74-2233098
- 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
- 1982
- Accounting year ends
- July
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $17,903,737
- Income (IRS master file)
- $7,176,137
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | July 2025 | $7,011,365 | $6,732,135 | $17,903,737 | XML |
| 990 | July 2024 | $6,849,790 | $6,316,683 | $17,281,966 | XML |
| 990 | July 2023 | $7,137,165 | $6,337,378 | $16,852,986 | IRS |
| 990 | July 2022 | – | – | – | IRS |
| 990 | July 2021 | – | – | – | 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 74-2233098).
Questions about THE MONTESSORI SCHOOL OF SAN ANTONIO
- What is the EIN of THE MONTESSORI SCHOOL OF SAN ANTONIO?
- The employer identification number (EIN) of THE MONTESSORI SCHOOL OF SAN ANTONIO is 74-2233098.
- Is THE MONTESSORI SCHOOL OF SAN ANTONIO tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1982.
- Are donations to THE MONTESSORI SCHOOL OF SAN ANTONIO tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does THE MONTESSORI SCHOOL OF SAN ANTONIO 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 THE MONTESSORI SCHOOL OF SAN ANTONIO 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 THE MONTESSORI SCHOOL OF SAN ANTONIO 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 THE MONTESSORI SCHOOL OF SAN ANTONIO?
- The 990 for the year ended July 31, 2025 names EMILY LUND.
- Who are the officers and directors of THE MONTESSORI SCHOOL OF SAN ANTONIO?
- The 990 for the year ended July 31, 2025 lists 15 people; 3 received compensation from the organization, the highest $240,295 (EMILY LUND, HEAD OF SCHOOL).
- How much revenue does THE MONTESSORI SCHOOL OF SAN ANTONIO have?
- On its 990 for the year ended July 31, 2025 it reported revenue of $7,011,365, expenses of $6,732,135 and total assets of $17,903,737 at year end.
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