Nonprofit · EIN 83-1073202
WILD FERN MONTESSORI SCHOOL
Tax-exempt · RICHMOND, VA 23227
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $507,221 | $500,018 | $7,203 | $243,114 | $17,412 | $225,702 |
| June 30, 2024 | 990 | $459,360 | $411,219 | $48,141 | $638,498 | $590,357 | $48,141 |
| June 30, 2023 | 990 | $452,351 | $457,897 | -$5,546 | $452,351 | $457,897 | -$5,546 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $9,260
- of which government grants
- $5,000
- Program service revenue
- $485,351
- Investment income
- $0
- Net income from fundraising events
- $1,676
- Net income from sales of inventory
- $2,973
- Other revenue
- $12,610
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $6,000
- Other salaries and wages
- $295,650
- Salaries, compensation and benefits (total)
- $334,529
- Professional fundraising fees
- $0
- Legal fees
- $3,042
- Occupancy
- $118,365
- Program services (functional)
- $463,867
- Management and general (functional)
- $33,225
- Fundraising (functional)
- $2,926
Balance sheet and other
- Total assets, start of year
- $233,500
- Total assets, end of year
- $243,114
- Total liabilities, end of year
- $17,412
- Net assets, end of year
- $225,702
- Net assets without donor restrictions
- $225,703
- Gross receipts
- $509,147
- Employees
- 9
- Volunteers
- 20
- Year formed
- 2018
- State of legal domicile
- VA
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 |
|---|---|---|---|
| Kate Lipka | Head of School Officer, Key employee, Highest-paid employee | 40 | $50,019 |
| Brei Stevenson | Treasurer Officer | 10 | $10,513 |
| Deja Coley | Officer Trustee or director | 5 | $0 |
990 for the year ended June 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kate Lipka | Head of School Officer, Key employee, Highest-paid employee | 40 | $48,499 |
| Brei Stevenson | Treasurer Officer | 20 | $228 |
| Deja Coley | Officer Trustee or director | 5 | $0 |
990 for the year ended June 30, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kate Lipka | Chair Key employee, Highest-paid employee | 40 | $50,000 |
| Brei Stevenson | Treasurer Trustee or director, Officer, Key employee | 40 | $3,204 |
| Deja Coley | Member Trustee or director | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 7511 BROOK RD, RICHMOND, VA 23227-1856
- In care of
- % BREI STEVENSON
- Principal officer (990 for 2024)
- Brei Stevenson, 7511 BROOK RD, Richmond, VA 23227
- Signed the 990
- Brei Stevenson, Treasurer
- Phone
- (804) 299-9162
Mission
To provide equitable high-quality Montessori education for children ages 18 months to 6 years fostering independence curiosity and connection to community.
Program accomplishments
- Montessori Early Childhood Education Program - Provides Montessori-based early childhood education for children ages 2-6 fostering independence curiosity and social development through individualized hands-on learning environments. During FY 2024-25 the school served approximately [insert number] students offering full-day and extended care options aligned with Montessori philosophy.Expenses $436,867 · revenue $485,315
- Family & Community Engagement Programs - Offers events such as Wreath Decorating Night Pancake Breakfast parent education sessions and family volunteer initiatives that strengthen the partnership between school and home enriching the Montessori experience for all students.Expenses $18,500 · revenue $3,676
- Tuition Assistance & Accessibility Program - Provides sliding-scale tuition options and need-based financial aid to ensure equitable access to Montessori education regardless of a familys financial means. During FY 2024-25 approximately 32 of families received reduced tuition through this program.Expenses $8,500
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
- 83-1073202
- 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
- 2019
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B24)
- Assets (IRS master file)
- $243,114
- Income (IRS master file)
- $509,147
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $507,221 | $500,018 | $243,114 | IRS |
| 990 | June 2024 | $459,360 | $411,219 | $638,498 | XML |
| 990 | June 2023 | $452,351 | $457,897 | $452,351 | XML |
| 990 | December 2021 | – | – | – | IRS |
| 990-EZ | December 2020 | – | – | – | IRS |
| 990-EZ | December 2019 | – | – | – | IRS |
| 990-EZ | December 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 83-1073202).
Questions about WILD FERN MONTESSORI SCHOOL
- What is the EIN of WILD FERN MONTESSORI SCHOOL?
- The employer identification number (EIN) of WILD FERN MONTESSORI SCHOOL is 83-1073202.
- Is WILD FERN MONTESSORI SCHOOL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
- Are donations to WILD FERN MONTESSORI SCHOOL tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WILD FERN 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 WILD FERN MONTESSORI SCHOOL 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 WILD FERN MONTESSORI SCHOOL 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 WILD FERN MONTESSORI SCHOOL?
- The 990 for the year ended June 30, 2025 names Brei Stevenson.
- Who are the officers and directors of WILD FERN MONTESSORI SCHOOL?
- The 990 for the year ended June 30, 2025 lists 3 people; 2 received compensation from the organization, the highest $50,019 (Kate Lipka, Head of School).
- How much revenue does WILD FERN MONTESSORI SCHOOL have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $507,221, expenses of $500,018 and total assets of $243,114 at year end.
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