Nonprofit · EIN 80-0490627
SHERWOOD MONTESSORI
Tax-exempt · CHICO, CA 95928
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,706,416 | $2,013,929 | -$307,513 | $847,865 | $230,143 | $617,722 |
| June 30, 2024 | 990 | $1,763,358 | $1,869,282 | -$105,924 | $1,155,652 | $230,417 | $925,235 |
| June 30, 2023 | 990 | $2,207,557 | $1,961,530 | $246,027 | $1,336,989 | $305,830 | $1,031,159 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,692,205
- of which government grants
- $1,687,310
- Program service revenue
- $0
- Investment income
- $0
- Other revenue
- $14,211
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $231,420
- Other salaries and wages
- $988,253
- Salaries, compensation and benefits (total)
- $1,573,551
- Professional fundraising fees
- $0
- Legal fees
- $4,427
- Accounting fees
- $19,794
- Occupancy
- $91,513
- Travel
- $6,376
- Program services (functional)
- $1,648,736
- Management and general (functional)
- $365,193
Balance sheet and other
- Total assets, start of year
- $1,155,652
- Total assets, end of year
- $847,865
- Total liabilities, end of year
- $230,143
- Net assets, end of year
- $617,722
- Land, buildings and equipment
- $218,955
- Net assets without donor restrictions
- $566,562
- Net assets with donor restrictions
- $51,160
- Gross receipts
- $1,706,416
- Employees
- 46
- Volunteers
- 38
- Year formed
- 2009
- State of legal domicile
- CA
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 | Other / benefits |
|---|---|---|---|---|
| MICHELLE YEZBICK | SCHOOL DIREC Officer | 40 | $108,752 | $50,185 |
| PATRICK CASEY | BUSINESS MAN Officer | 10 | $42,300 | $0 |
| TINA HANSON-LEWIS | CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| SAMI LAWSON | VICE CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| MARIA SANTONI | TREASURER Trustee or director, Officer | 5 | $0 | $0 |
| DINAH WELLER | SECRETARY Trustee or director, Officer | 5 | $0 | $0 |
| HOLLY SISK | MEMBER Trustee or director | 5 | $0 | $0 |
990 for the year ended June 30, 2024: 7 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MICHELLE YEZBICK | SCHOOL DIREC Officer | 40 | $108,226 | $52,343 |
| PATRICK CASEY | BUSINESS MAN Officer | 10 | $62,000 | $0 |
| KATI BOOMGARDEN | MEMBER Trustee or director | 5 | $0 | $0 |
| EMMA CLUFF | MEMBER Trustee or director | 5 | $0 | $0 |
| SAMI LAWSON | TREASURER Trustee or director, Officer | 5 | $0 | $0 |
| TINA HANSON-LEWIS | VICE CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| DR RUSSELL SHAPIRO | CHAIR Trustee or director, Officer | 5 | $0 | $0 |
990 for the year ended June 30, 2023: 7 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MICHELLE YEZBICK | SCHOOL DIREC Officer | 40 | $108,226 | $52,343 |
| PATRICK CASEY | BUSINESS MAN Officer | 10 | $62,000 | $0 |
| JOLYNN AANENSON | MEMBER Trustee or director | 5 | $0 | $0 |
| ROBYN HOWLEY | SECRETARY Trustee or director, Officer | 5 | $0 | $0 |
| DR BETH HAMMER | TREASURER Trustee or director, Officer | 5 | $0 | $0 |
| TINA HANSON-LEWIS | VICE CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| DR RUSSELL SHAPIRO | CHAIR Trustee or director, Officer | 5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1010 CLEVELAND AVE, CHICO, CA 95928-6215
- In care of
- % JOSEPH COBERY
- Principal officer (990 for 2024)
- MICHELLE YEZBICK, 1071 EAST 16TH STREET, CHICO, CA 95928
- Signed the 990
- TINA HANSON-LEWIS, CHAIR
- Phone
- (530) 345-6600
- Website
- WWW.SHERWOODMONTESSORI.ORG
- Return prepared by
- HORTON MCNULTY & SAETEURN LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 80-0490627 or by the name SHERWOOD MONTESSORI.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
TO PROVIDE A MONTESSORI EDUCATION WITHIN THE CONTEX OF MUTUAL RESPECT AND JOY.
Program accomplishments
- DELIVERED A QUALITY PUBLIC EDUCATION TO APPROXIMATELY 115 STUDENTS.Expenses $1,648,736
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
- 80-0490627
- 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
- 2010
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B29)
- Assets (IRS master file)
- $847,865
- Income (IRS master file)
- $1,706,416
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,706,416 | $2,013,929 | $847,865 | XML |
| 990 | June 2024 | $1,763,358 | $1,869,282 | $1,155,652 | IRS |
| 990 | June 2023 | $2,207,557 | $1,961,530 | $1,336,989 | XML |
| 990 | June 2022 | $1,521,897 | $1,861,102 | $1,007,615 | 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 80-0490627).
Questions about SHERWOOD MONTESSORI
- What is the EIN of SHERWOOD MONTESSORI?
- The employer identification number (EIN) of SHERWOOD MONTESSORI is 80-0490627.
- Is SHERWOOD MONTESSORI tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2010.
- Are donations to SHERWOOD MONTESSORI tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SHERWOOD MONTESSORI 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 SHERWOOD MONTESSORI 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 SHERWOOD MONTESSORI 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 SHERWOOD MONTESSORI?
- The 990 for the year ended June 30, 2025 names MICHELLE YEZBICK.
- Who are the officers and directors of SHERWOOD MONTESSORI?
- The 990 for the year ended June 30, 2025 lists 7 people; 2 received compensation from the organization, the highest $108,752 (MICHELLE YEZBICK, SCHOOL DIREC).
- How much revenue does SHERWOOD MONTESSORI have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,706,416, expenses of $2,013,929 and total assets of $847,865 at year end.
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