Nonprofit · EIN 74-2699667
AUSTIN MONTESSORI SCHOOL INC
Tax-exempt · AUSTIN, TX 78745
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2025 | 990 | $6,621,767 | $6,868,079 | -$246,312 | $8,128,545 | $3,023,268 | $5,105,277 |
| July 31, 2024 | 990 | $6,821,732 | $6,548,491 | $273,241 | $8,506,892 | $3,155,303 | $5,351,589 |
| July 31, 2023 | 990 | $6,931,183 | $6,253,853 | $677,330 | $8,853,588 | $3,775,240 | $5,078,348 |
Financial details: 990 for the year ended July 31, 2025
Revenue
- Contributions, gifts and grants
- $156,319
- Program service revenue
- $6,098,591
- Investment income
- $297,835
- Net gain from sales of assets
- $38,181
- Net income from fundraising events
- $59,686
- Other revenue
- $69,022
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $203,433
- Other salaries and wages
- $4,245,581
- Salaries, compensation and benefits (total)
- $5,242,992
- Professional fundraising fees
- $0
- Occupancy
- $569,423
- Travel
- $29,994
- Depreciation
- $140,136
- Program services (functional)
- $5,182,656
- Management and general (functional)
- $1,379,200
- Fundraising (functional)
- $306,223
Balance sheet and other
- Total assets, start of year
- $8,506,892
- Total assets, end of year
- $8,128,545
- Total liabilities, end of year
- $3,023,268
- Net assets, end of year
- $5,105,277
- Land, buildings and equipment
- $2,670,062
- Publicly traded securities
- $3,438,091
- Net assets without donor restrictions
- $5,104,977
- Net assets with donor restrictions
- $300
- Gross receipts
- $6,712,935
- Employees
- 23
- Volunteers
- 120
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 |
|---|---|---|---|
| GRAE BAKER | HEAD OF SCHO Key employee | 40 | $203,433 |
| SANDY BARTHOLOME | BUSINESS MAN Trustee or director | 40 | $0 |
| STEPHANIE JOOS | DIRECTOR Trustee or director | 1 | $0 |
| VANITHA PONNARASI | DIRECTOR Trustee or director | 1 | $0 |
| BILL SNEED | DIRECTOR Trustee or director | 1 | $0 |
| DAVID SPENCE | DIRECTOR Trustee or director | 1 | $0 |
| GREGORY TRAN | DIRECTOR Trustee or director | 1 | $0 |
| DUSTIN WEISS | DIRECTOR Trustee or director | 1 | $0 |
| AIMEE ZIVIN | PRESIDENT OF Trustee or director, Officer | 1 | $0 |
| CHRIS HOWARD | VICE PRESIDE Officer | 1 | $0 |
| MARK HUBER | TREASURER Officer | 1 | $0 |
| DREW LIEDEKER | SECRETARY Officer | 1 | $0 |
990 for the year ended July 31, 2024: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GRAE BAKER | HEAD OF SCHO Highest-paid employee | 40 | $190,000 |
| SANDY BARTHOLOME | BUSINESS MAN Trustee or director | 40 | $0 |
| SUSAN COZART | PRESIDENT OF Trustee or director, Officer | 1 | $0 |
| JOE DEMEDEIROS | DIRECTOR Trustee or director | 1 | $0 |
| CHRIS HOWARD | DIRECTOR Trustee or director | 1 | $0 |
| STEVE MENYHERT | DIRECTOR Trustee or director | 1 | $0 |
| JASON SNELL | DIRECTOR Trustee or director | 1 | $0 |
| DUSTIN WEISS | DIRECTOR Trustee or director | 1 | $0 |
| DEBRA FLOYD | VICE PRESIDE Officer | 1 | $0 |
| DREW LIEDEKER | SECRETARY Officer | 1 | $0 |
| LAURA POTTER | TREASURER Officer | 1 | $0 |
990 for the year ended July 31, 2023: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GRAE BAKER | HEAD OF SCHO Key employee | 40 | $166,354 |
| SUE COZART | PRESIDENT OF Trustee or director, Officer | 1 | $0 |
| DEBRA FLOYD | VICE PRESIDE Trustee or director, Officer | 1 | $0 |
| LAURA POTTER | TREASURER Trustee or director, Officer | 1 | $0 |
| DREW LIEDEKER | SECRETARY Trustee or director, Officer | 1 | $0 |
| STEVE MENYHERT | DIRECTOR Trustee or director | 1 | $0 |
| NICHOLAS PIPPINS | DIRECTOR Trustee or director | 1 | $0 |
| JASON SNELL | DIRECTOR Trustee or director | 1 | $0 |
| CHRIS HOWARD | DIRECTOR Trustee or director | 1 | $0 |
| DUSTIN WEISS | DIRECTOR Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 5006 SUNSET TRL, AUSTIN, TX 78745-1319
- Principal officer (990 for 2024)
- AIMEE ZIVIN
- Signed the 990
- AIMEE ZIVIN, PRESIDENT OF BOARD
- Phone
- (512) 892-0253
- Return prepared by
- SWEETEN CPA PC
Mission
THE SCHOOL PROVIDES CHILDREN AGES 18 MONTHS TO 15 YEARS WITH A STUDENT- CENTERED ENVIRONMENT THAT EMBODIES THE PRINCIPLES OF MONTESSORI EDUCATION AS SET OUT BY THE ASSOCIATION MONTESSORI INTERNATIONALE PRINCIPLES AND GUIDELINES.
Program accomplishments
- THE SCHOOL PROVIDES CHILDREN AGES 18 MONTHS TO 15 YEARS WITH A STUDENT- CENTERED ENVIRONMENT THAT EMBODIES THE PRINCIPLES OF MONTESSORI EDUCATION AS SET OUT BY THE ASSOCIATION MONTESSORI INTERNATIONALE PRINCIPLES AND GUIDELINES.Expenses $5,182,656
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
- 74-2699667
- 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
- 1995
- Accounting year ends
- July
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B21Z)
- Assets (IRS master file)
- $8,128,545
- Income (IRS master file)
- $6,712,935
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | July 2025 | $6,621,767 | $6,868,079 | $8,128,545 | XML |
| 990 | July 2024 | $6,821,732 | $6,548,491 | $8,506,892 | XML |
| 990 | July 2023 | $6,931,183 | $6,253,853 | $8,853,588 | XML |
| 990 | July 2022 | $8,305,163 | $6,356,226 | $8,238,405 | 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 74-2699667).
Questions about AUSTIN MONTESSORI SCHOOL INC
- What is the EIN of AUSTIN MONTESSORI SCHOOL INC?
- The employer identification number (EIN) of AUSTIN MONTESSORI SCHOOL INC is 74-2699667.
- Is AUSTIN MONTESSORI SCHOOL INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
- Are donations to AUSTIN MONTESSORI SCHOOL INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does AUSTIN MONTESSORI SCHOOL 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 AUSTIN MONTESSORI SCHOOL 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 AUSTIN MONTESSORI SCHOOL 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 AUSTIN MONTESSORI SCHOOL INC?
- The 990 for the year ended July 31, 2025 names AIMEE ZIVIN.
- Who are the officers and directors of AUSTIN MONTESSORI SCHOOL INC?
- The 990 for the year ended July 31, 2025 lists 12 people; 1 received compensation from the organization, the highest $203,433 (GRAE BAKER, HEAD OF SCHO).
- How much revenue does AUSTIN MONTESSORI SCHOOL INC have?
- On its 990 for the year ended July 31, 2025 it reported revenue of $6,621,767, expenses of $6,868,079 and total assets of $8,128,545 at year end.
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