Nonprofit · EIN 82-0656742
MAGNOLIA MONTESSORI
Tax-exempt · LOUISVILLE, KY 40203
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2025 | 990 | $250,484 | $464,629 | -$214,145 | $4,117 | $0 | $4,117 |
| July 31, 2024 | 990 | $290,390 | $344,341 | -$53,951 | $218,042 | $1 | $218,041 |
Financial details: 990 for the year ended July 31, 2025
Revenue
- Contributions, gifts and grants
- $54
- Program service revenue
- $249,010
- Investment income
- $1,420
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $223,047
- Salaries, compensation and benefits (total)
- $243,888
- Professional fundraising fees
- $0
- Accounting fees
- $3,382
- Occupancy
- $78,420
- Travel
- $3,933
- Program services (functional)
- $307,689
- Management and general (functional)
- $154,309
- Fundraising (functional)
- $2,631
Balance sheet and other
- Total assets, start of year
- $217,809
- Total assets, end of year
- $4,117
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,117
- Net assets without donor restrictions
- $4,117
- Gross receipts
- $250,484
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2017
- State of legal domicile
- KY
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 |
|---|---|---|---|
| Nakia Harris | Director Trustee or director | 1 | $0 |
| Whitney Stiles | Director Trustee or director | 1 | $0 |
| Linda Pear | Director Trustee or director | 1 | $0 |
| Chancie McKenna | President Officer, Key employee | 40 | $0 |
| Lexie Crowe | Treasurer Officer, Key employee | 40 | $0 |
990 for the year ended July 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Chancie McKenna | President Officer | 40 | $26,308 |
| Lexie Crowe | Treasurer Officer | 40 | $17,416 |
| Nakia Harris | Director Trustee or director | 1 | $0 |
| Whitney Stiles | Director Trustee or director | 1 | $0 |
| Linda Pear | Director Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 950 S 3RD ST, LOUISVILLE, KY 40203-2216
- In care of
- % CLARE GERVASI
- Principal officer (990 for 2024)
- Chancie McKenna, 950 South 3rd Street, Louisville, KY 40203
- Signed the 990
- Chancie McKenna, President
- Phone
- (502) 240-7656
- Return prepared by
- Accounting for Creativity
Mission
An Intentionally Small Community As an intentionally-small, community embedded learning environment, our school allows us to serve every child and family in deep and meaningful partnership with their teacher leaders. An Authentic Montessori School The Montessori Method emerges from the belief that children are naturally good, peaceful and curious and that in the context of a supportive environment, all children engage instinctively in the work of self-construction. With appropriate freedoms and the right support, children follow their interests to create rich learning experiences, form peaceful communities, and support and learn from one another. We are dedicated to the preparation of environments and ourselves to support the development of children.
Program accomplishments
- Operated a schoolExpenses $307,689
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
- 82-0656742
- 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
- 2018
- Accounting year ends
- July
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B24)
- Assets (IRS master file)
- $4,117
- Income (IRS master file)
- $250,484
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | July 2025 | $250,484 | $464,629 | $4,117 | XML |
| 990 | July 2024 | $290,390 | $344,341 | $218,042 | XML |
| 990 | July 2023 | $504,435 | $397,901 | $271,992 | IRS |
| 990 | July 2022 | – | – | – | IRS |
| 990 | July 2021 | – | – | – | 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 82-0656742).
Questions about MAGNOLIA MONTESSORI
- What is the EIN of MAGNOLIA MONTESSORI?
- The employer identification number (EIN) of MAGNOLIA MONTESSORI is 82-0656742.
- Is MAGNOLIA MONTESSORI tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2018.
- Are donations to MAGNOLIA MONTESSORI tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MAGNOLIA 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 MAGNOLIA MONTESSORI 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 MAGNOLIA MONTESSORI 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 MAGNOLIA MONTESSORI?
- The 990 for the year ended July 31, 2025 names Chancie McKenna.
- Who are the officers and directors of MAGNOLIA MONTESSORI?
- The 990 for the year ended July 31, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does MAGNOLIA MONTESSORI have?
- On its 990 for the year ended July 31, 2025 it reported revenue of $250,484, expenses of $464,629 and total assets of $4,117 at year end.
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