Nonprofit · EIN 75-2990833
MONTESSORI ACADEMY INC
Tax-exempt · PARADISE VLY, AZ 85253
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $2,125,923 | $2,276,015 | -$150,092 | $4,593,074 | $4,930,913 | -$337,839 |
| June 30, 2024 | 990 | $2,574,504 | $2,551,203 | $23,301 | $4,700,919 | $4,888,666 | -$187,747 |
| June 30, 2023 | 990 | $2,725,321 | $2,663,532 | $61,789 | $4,646,972 | $4,858,020 | -$211,048 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,182,117
- of which government grants
- $1,115,203
- Program service revenue
- $888,589
- Investment income
- $55,217
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $1,208,798
- Salaries, compensation and benefits (total)
- $1,208,798
- Professional fundraising fees
- $0
- Occupancy
- $184,309
- Depreciation
- $113,406
- Program services (functional)
- $1,954,716
- Management and general (functional)
- $321,299
Balance sheet and other
- Total assets, start of year
- $4,700,919
- Total assets, end of year
- $4,593,074
- Total liabilities, end of year
- $4,930,913
- Net assets, end of year
- -$337,839
- Land, buildings and equipment
- $4,044,968
- Net assets without donor restrictions
- -$337,839
- Gross receipts
- $2,125,923
- Employees
- 45
- Volunteers
- 50
- Year formed
- 2002
- State of legal domicile
- AZ
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 |
|---|---|---|---|
| JULIANNE NEWMAN | EXECUTIVE DIRECTOR Trustee or director, Officer | 45 | $100,363 |
| BAILEY BEDNARZ | GOV BOARD/TEACHER Trustee or director | 40 | $44,435 |
| SUZANNE SILLS | BOARD MEMBER Trustee or director | 1 | $0 |
| GARY LEMONS | BOARD MEMBER Trustee or director | 1 | $0 |
| DEBRA BERKEY | GOV BOARD/TEACHER Trustee or director | 40 | $0 |
| GEORGE WOOD | BOARD MEMBER Trustee or director | 1 | $0 |
| KRISTA CROSS | EDUCATION DIRECTOR Trustee or director, Officer | 40 | $0 |
990 for the year ended June 30, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JULIANNE NEWMAN | EXECUTIVE DIRECTOR Trustee or director, Officer | 45 | $109,841 |
| BAILEY BEDNARZ | GOV BOARD/TEACHER Trustee or director | 40 | $49,654 |
| KRISTA CROSS | EDUCATION DIRECTOR Trustee or director, Officer | 40 | $37,952 |
| SUZANNE SILLS | BOARD MEMBER Trustee or director | 1 | $0 |
| GARY LEMONS | BOARD MEMBER Trustee or director | 1 | $0 |
| DEBRA BERKEY | GOV BOARD/TEACHER Trustee or director | 40 | $0 |
| GEORGE WOOD | BOARD MEMBER Trustee or director | 1 | $0 |
990 for the year ended June 30, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JULIANNE NEWMAN | EXECUTIVE DIRECTOR Trustee or director, Officer | 45 | $100,708 |
| KRISTA CROSS | EDUCATION DIRECTOR Trustee or director, Officer | 40 | $62,731 |
| BAILEY BEDNARZ | GOV BOARD/TEACHER Trustee or director | 40 | $46,828 |
| DEBRA BERKEY | GOV BOARD/TEACHER Trustee or director | 40 | $20,894 |
| SUZANNE SILLS | BOARD MEMBER Trustee or director | 1 | $0 |
| GARY LEMONS | BOARD MEMBER Trustee or director | 1 | $0 |
| GEORGE WOOD | BOARD MEMBER Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 6050 N INVERGORDON RD, PARADISE VLY, AZ 85253-5248
- In care of
- % JULIANNE LEWIS
- Principal officer (990 for 2024)
- JULIANNE NEWMAN
- Signed the 990
- JULIANNE NEWMAN, EXECUTIVE DIRECTOR
- Phone
- (480) 945-1121
- Website
- AZMA.ACADEMY
- Return prepared by
- ATLAS CPAS & ADVISORS PLLC
Mission
CHARTER SCHOOL
Program accomplishments
- MONTESSORI ACADEMY IS A UNIQUE PRIVATE PRESCHOOL AND K-8 PUBLIC CHARTER SCHOOL THAT SPECIALIZES IN BRINGING OUT THE HIGHEST LEVEL OF ACHIEVEMENT FROM EVERY STUDENT. OUR MONTESSORI CURRICULUM IS ALIGNED TO THE NATIONAL COMMON CORE STANDARDS FOR KINDERGARTEN THROUGH 8TH GRADE. OUR STUDENTS EXPERIENCE EDUCATION THROUGH OUR OUTDOOR ENVIRONMENTS, HANDS-ON LEARNING MATERIALS, AND INTERACTIVE LESSONS. THE SCHOOL'S PRIMARY MISSION IS TO GUIDE CHILDREN ON THEIR JOURNEY INTO A CONTINUALLY EVOLVING, DYNAMIC WORLD THAT ENGAGES THEIR MINDS AND ENLIVENS THEIR IMAGINATIONS. EACH COMPONENT OF THE EDUCATIONAL JOURNEY WILL INSTILL A LOVE OF LEARNING, HIGH SELF-ESTEEM, AND POSITIVE VALUES RESULTING IN HIGH ACADEMIC ACHIEVEMENT.Expenses $1,954,716 · revenue $888,589
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
- 75-2990833
- 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
- 2003
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B29)
- Assets (IRS master file)
- $4,593,074
- Income (IRS master file)
- $2,125,923
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $2,125,923 | $2,276,015 | $4,593,074 | IRS |
| 990 | June 2024 | $2,574,504 | $2,551,203 | $4,700,919 | XML |
| 990 | June 2023 | $2,725,321 | $2,663,532 | $4,646,972 | XML |
| 990 | June 2022 | $2,850,021 | $2,342,152 | $4,671,091 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 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 75-2990833).
Questions about MONTESSORI ACADEMY INC
- What is the EIN of MONTESSORI ACADEMY INC?
- The employer identification number (EIN) of MONTESSORI ACADEMY INC is 75-2990833.
- Is MONTESSORI ACADEMY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to MONTESSORI ACADEMY INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MONTESSORI ACADEMY 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 MONTESSORI ACADEMY INC 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 MONTESSORI ACADEMY INC 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 MONTESSORI ACADEMY INC?
- The 990 for the year ended June 30, 2025 names JULIANNE NEWMAN.
- Who are the officers and directors of MONTESSORI ACADEMY INC?
- The 990 for the year ended June 30, 2025 lists 7 people; 2 received compensation from the organization, the highest $100,363 (JULIANNE NEWMAN, EXECUTIVE DIRECTOR).
- How much revenue does MONTESSORI ACADEMY INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $2,125,923, expenses of $2,276,015 and total assets of $4,593,074 at year end.
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- CHAPARRAL HIGH ASSOCIATION OF PARENTS AND TEACHERS INC EIN 90-0004150 · last filed 990 for 2023
- YESHIVA OF SCOTTSDALE EIN 87-3440425 · last filed 990-EZ for 2024
- ADVANCEMENT OF EDUCATION FUND INC EIN 46-4141243 · last filed 990-PF for 2025
- CARING BACKPACK EIN 86-3705835 · last filed 990-N for 2025