Nonprofit · EIN 75-2806289
LAKEWOOD MONTESSORI SCHOOL
Tax-exempt · DALLAS, TX 75214
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2025 | 990 | $240,761 | $390,610 | -$149,849 | $528,642 | $28,665 | $499,977 |
| May 31, 2024 | 990 (amended) | $306,189 | $387,418 | -$81,229 | $684,441 | $34,615 | $649,826 |
| May 31, 2023 | 990 (amended) | $574,186 | $469,943 | $104,243 | $765,320 | $34,265 | $731,055 |
| May 31, 2022 | 990 (amended) | $623,180 | $490,893 | $132,287 | $666,107 | $39,295 | $626,812 |
Financial details: 990 for the year ended May 31, 2025
Revenue
- Contributions, gifts and grants
- $2,662
- Program service revenue
- $239,260
- Investment income
- $0
- Net income from gaming
- -$1,161
- Other revenue
- -$1,161
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Other salaries and wages
- $258,119
- Salaries, compensation and benefits (total)
- $277,865
- Professional fundraising fees
- $0
- Accounting fees
- $1,762
- Occupancy
- $59,842
- Depreciation
- $23,279
- Program services (functional)
- $367,667
- Management and general (functional)
- $22,943
Balance sheet and other
- Total assets, start of year
- $684,441
- Total assets, end of year
- $528,642
- Total liabilities, end of year
- $28,665
- Net assets, end of year
- $499,977
- Land, buildings and equipment
- $288,349
- Net assets without donor restrictions
- $499,977
- Gross receipts
- $240,761
- Employees
- 7
- Year formed
- 1999
- 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 May 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Nancy Garoutte | Member Trustee or director | 50 | $106,591 |
| Debra Rodia | Member Trustee or director | 60 | $96,755 |
| Haifa Kanafani | Member Trustee or director | 0 | $40,785 |
| Ala Yamout | Member Trustee or director | 0 | $13,760 |
| John Glendenning | President Trustee or director, Officer | 0 | $0 |
| Jane Melton | Treasurer Trustee or director, Officer | 0 | $0 |
| Denise Pevehouse | Secretary Trustee or director, Officer | 0 | $0 |
| Jeanne Smith | Member Trustee or director | 0 | $0 |
| Meghan Buckner | Member Trustee or director | 0 | $0 |
| Annie Frost | Member Trustee or director | 0 | $0 |
| Jeff Fhrenholz | Member Trustee or director | 0 | $0 |
990 for the year ended May 31, 2024: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Nancy Garoutte | Member Trustee or director | 37.5 | $98,110 |
| Debra Rodia | Member Trustee or director | 37.5 | $88,810 |
| Jeanne Smith | Member Trustee or director | 0 | $33,122 |
| Jane Melton | Treasurer Trustee or director, Officer | 0 | $25,750 |
| Annie Frost | Member Trustee or director | 20 | $5,670 |
| John Glendenning | President Trustee or director, Officer | 0 | $0 |
| Denise Pevehouse | Secretary Trustee or director, Officer | 0 | $0 |
| Meghan Buckner | Member Trustee or director | 0 | $0 |
| Jeff Fhrenholz | Member Trustee or director | 0 | $0 |
990 for the year ended May 31, 2023: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NANCY GAROUTTE | MEMBER Trustee or director | 50 | $98,110 |
| DEBRA RODIA | MEMBER Trustee or director | 1 | $88,810 |
| JEANNE SMITH | MEMBER Trustee or director | 1 | $33,122 |
| JANE MELTON | TREASURER Trustee or director, Officer | 60 | $25,750 |
| ANNIE FROST | MEMBER Trustee or director | 1 | $5,670 |
| JOHN GLENDENNING | PRESIDENT Trustee or director, Officer | 1 | $0 |
| DENISE PEVEHOUSE | SECRETARY Trustee or director, Officer | 1 | $0 |
| MEGHAN BUCKNER | MEMBER Trustee or director | 1 | $0 |
| JEFF FAHRENHOLZ | MEMBER Trustee or director | 1 | $0 |
990 for the year ended May 31, 2022: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NANCY GAROUTTE | MEMBER Trustee or director | 1 | $94,760 |
| JANE MELTON | TREASURER Trustee or director, Officer | 60 | $41,351 |
| DENISE PEVEHOUSE | SECRETARY Trustee or director, Officer | 1 | $0 |
| JOHN GLENDENNING | PRESIDENT Trustee or director, Officer | 1 | $0 |
| PAUL AMIEL | MEMBER EMERI Trustee or director | 1 | $0 |
| MICHAEL CARTER | MEMBER EMERI Trustee or director | 1 | $0 |
| JEFF FHRENHOLZ | VICE PRESIDE Trustee or director, Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 6464 E LOVERS LN, DALLAS, TX 75214-2227
- In care of
- % MICHAEL CARTER
- Principal officer (990 for 2024)
- Jane Melton, 10706 Shady Downs Court, Dallas, TX 75238
- Signed the 990
- Debra Rodia, Member
- Phone
- (214) 821-9466
- Website
- www.lmschool.org
- Return prepared by
- Thomas V Stephen & Co PC
Mission
Education
Program accomplishments
- Lakewood Montessori School served 31 students during the June 1, 2024 toMay 31, 2025 fiscal year. The purpose of Lakewood Montessori School is toeducate students from age 3 to age 12.Expenses $367,667
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 May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | Not on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990 on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990 on file |
IRS record
- EIN
- 75-2806289
- 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
- 1999
- Accounting year ends
- May
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B20)
- Assets (IRS master file)
- $528,642
- Income (IRS master file)
- $240,761
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | May 2025 | $240,761 | $390,610 | $528,642 | XML |
| 990 | May 2024 | $306,189 | $387,418 | $684,441 | XML |
| 990 | May 2023 | $574,186 | $469,943 | $765,320 | XML |
| 990 | May 2022 | $623,180 | $490,893 | $666,107 | XML |
| 990 | May 2021 | – | – | – | IRS |
| 990 | May 2020 | – | – | – | IRS |
| 990 | May 2019 | – | – | – | IRS |
| 990 | May 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 75-2806289).
Questions about LAKEWOOD MONTESSORI SCHOOL
- What is the EIN of LAKEWOOD MONTESSORI SCHOOL?
- The employer identification number (EIN) of LAKEWOOD MONTESSORI SCHOOL is 75-2806289.
- Is LAKEWOOD MONTESSORI SCHOOL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to LAKEWOOD MONTESSORI SCHOOL tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LAKEWOOD MONTESSORI SCHOOL 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 LAKEWOOD MONTESSORI SCHOOL due?
- The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LAKEWOOD MONTESSORI SCHOOL last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended May 2025.
- Who is the principal officer of LAKEWOOD MONTESSORI SCHOOL?
- The 990 for the year ended May 31, 2025 names Jane Melton.
- Who are the officers and directors of LAKEWOOD MONTESSORI SCHOOL?
- The 990 for the year ended May 31, 2025 lists 11 people; 4 received compensation from the organization, the highest $106,591 (Nancy Garoutte, Member).
- How much revenue does LAKEWOOD MONTESSORI SCHOOL have?
- On its 990 for the year ended May 31, 2025 it reported revenue of $240,761, expenses of $390,610 and total assets of $528,642 at year end.
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