Nonprofit · EIN 83-0397635
PHOENIX MONTESSORI ACADEMY
Tax-exempt · HUNTERSVILLE, NC 28078
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $3,625,456 | $3,316,448 | $309,008 | $24,051,804 | $23,063,068 | $988,736 |
| June 30, 2024 | 990 | $3,400,154 | $3,337,121 | $63,033 | $1,203,760 | $524,032 | $679,728 |
| June 30, 2023 | 990 | $2,776,987 | $2,386,004 | $390,983 | $1,356,239 | $739,544 | $616,695 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $4,839
- Program service revenue
- $3,672,732
- Investment income
- -$65,906
- Net gain from sales of assets
- -$87,591
- Net income from fundraising events
- $12,565
- Other revenue
- $13,791
Expenses
- Grants and similar amounts paid
- $108,213
- Compensation of officers, directors and key employees
- $128,337
- Other salaries and wages
- $1,696,888
- Salaries, compensation and benefits (total)
- $2,053,539
- Professional fundraising fees
- $0
- Occupancy
- $546,920
- Travel
- $19,742
- Depreciation
- $15,447
- Program services (functional)
- $2,879,282
- Management and general (functional)
- $433,179
- Fundraising (functional)
- $3,987
Balance sheet and other
- Total assets, start of year
- $1,203,760
- Total assets, end of year
- $24,051,804
- Total liabilities, end of year
- $23,063,068
- Net assets, end of year
- $988,736
- Land, buildings and equipment
- $15,651,046
- Net assets without donor restrictions
- $988,736
- Gross receipts
- $3,717,249
- Employees
- 48
- Volunteers
- 9
- Year formed
- 2004
- State of legal domicile
- NC
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 |
|---|---|---|---|---|
| India French-Adams | Head of School Trustee or director, Officer | 40 | $121,384 | $6,953 |
| Steve Kreps | President Trustee or director, Officer | 1 | $0 | $0 |
| Carole Krug | Vice President Trustee or director, Officer | 1 | $0 | $0 |
| Sally Razack | Treasurer Trustee or director, Officer | 1 | $0 | $0 |
| Sue Graichen | Secretary Trustee or director, Officer | 1 | $0 | $0 |
| Donald Bowens | Member Trustee or director | 1 | $0 | $0 |
| Sabrina Brathwaite | Member Trustee or director | 1 | $0 | $0 |
| Sharien Mahtani | Member Trustee or director | 1 | $0 | $0 |
| Dan Porzio | Member Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2024: 8 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| India French-Adams | Head of School Officer | 40 | $111,526 | $6,916 |
| Steve Kreps | President Trustee or director, Officer | 1 | $0 | $0 |
| Carole Krug | Vice President Trustee or director, Officer | 1 | $0 | $0 |
| Ashley Sherrill | Treasurer Trustee or director, Officer | 1 | $0 | $0 |
| Sue Graichen | Secretary Trustee or director, Officer | 1 | $0 | $0 |
| Sally Razack | Member Trustee or director | 1 | $0 | $0 |
| Donald Bowen | Member Trustee or director | 1 | $0 | $0 |
| Sabrina Brathwaite | Member Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 8 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| India French-Adams | Head of School Officer | 40 | $100,336 | $5,384 |
| Steve Kreps | Director Trustee or director | 1 | $0 | $0 |
| Carole Krug | Director Trustee or director | 1 | $0 | $0 |
| Ashley Sherrill | Treasurer Trustee or director, Officer | 1 | $0 | $0 |
| Sue Graichen | Director Trustee or director | 1 | $0 | $0 |
| Sally Razack | Vice President Trustee or director, Officer | 1 | $0 | $0 |
| Donald Bowen | President Trustee or director, Officer | 1 | $0 | $0 |
| Denise Owens | Secretary Trustee or director, Officer | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 12340 MOUNT HOLLY HNTRSVLLE RD, HUNTERSVILLE, NC 28078-7600
- In care of
- % TIM BADOUR
- Principal officer (990 for 2024)
- India French-Adams, 12340 Mount Holly Huntersville Road, Huntersville, NC 28078
- Signed the 990
- Steve Kreps, Board President
- Phone
- (704) 892-7536
- Website
- www.phoenixmontessori.org
- Return prepared by
- Foard and Company PA
Mission
Providing education for grades kindergarten through twelfth grade and childcare for ages six months to four years.
Program accomplishments
- Providing education for grades kindergarten through twelfth grade and childcare for ages eighteen months to five years.Expenses $2,879,282 · grants $108,213 · revenue $3,672,732
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
- 83-0397635
- 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
- 2005
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B24)
- Assets (IRS master file)
- $24,051,804
- Income (IRS master file)
- $3,717,249
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $3,625,456 | $3,316,448 | $24,051,804 | XML |
| 990 | June 2024 | $3,400,154 | $3,337,121 | $1,203,760 | XML |
| 990 | June 2023 | $2,776,987 | $2,386,004 | $1,356,239 | XML |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | 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 83-0397635).
Questions about PHOENIX MONTESSORI ACADEMY
- What is the EIN of PHOENIX MONTESSORI ACADEMY?
- The employer identification number (EIN) of PHOENIX MONTESSORI ACADEMY is 83-0397635.
- Is PHOENIX MONTESSORI ACADEMY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
- Are donations to PHOENIX MONTESSORI ACADEMY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does PHOENIX MONTESSORI ACADEMY 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 PHOENIX MONTESSORI ACADEMY 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 PHOENIX MONTESSORI ACADEMY 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 PHOENIX MONTESSORI ACADEMY?
- The 990 for the year ended June 30, 2025 names India French-Adams.
- Who are the officers and directors of PHOENIX MONTESSORI ACADEMY?
- The 990 for the year ended June 30, 2025 lists 9 people; 1 received compensation from the organization, the highest $121,384 (India French-Adams, Head of School).
- How much revenue does PHOENIX MONTESSORI ACADEMY have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $3,625,456, expenses of $3,316,448 and total assets of $24,051,804 at year end.
Other nonprofits in HUNTERSVILLE
- BONNIE CONE CLASSICAL ACADEMY INC EIN 46-4248852 · last filed 990 for 2025
- AMBASSADOR CHRISTIAN SCHOOL EIN 88-2959342 · last filed 990 for 2024
- LAKE NORMAN CHRISTIAN SCHOOL EIN 26-2683788 · last filed 990 for 2025
- LAKE NORMAN CHARTER SCHOOL PTO EIN 56-2169175 · last filed 990 for 2026
- CHRISTIAN MONTESSORI SCHOOL AT LAKE NORMAN EIN 56-2167010 · last filed 990 for 2025
- LAKE NORMAN LITTLE LEAGUE INC EIN 56-1335972 · last filed 990 for 2024
- ASSOCIATION OF BOXING COMMISSIONS EIN 35-1895961 · last filed 990 for 2025
- HOPEWELL HIGH SCHOOL ATHLETIC BOOSTER CLUB EIN 56-2263298 · last filed 990 for 2025