Nonprofit · EIN 84-1640780
THE MONTESSORI SCHOOL
Tax-exempt · CHATTANOOGA, TN 37404
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2025 | 990 | $2,753,141 | $2,348,401 | $404,740 | $4,682,160 | $457,374 | $4,224,786 |
| May 31, 2024 | 990 | $2,315,404 | $2,301,364 | $14,040 | $4,255,454 | $518,338 | $3,737,116 |
| May 31, 2023 | 990 | $2,746,219 | $2,267,651 | $478,568 | $4,229,627 | $543,584 | $3,686,043 |
Financial details: 990 for the year ended May 31, 2025
Revenue
- Contributions, gifts and grants
- $438,147
- of which government grants
- $421,114
- Program service revenue
- $2,118,206
- Investment income
- $68,731
- Other revenue
- $128,057
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $1,477,142
- Salaries, compensation and benefits (total)
- $1,664,000
- Professional fundraising fees
- $0
- Legal fees
- $3,637
- Accounting fees
- $9,725
- Occupancy
- $176,221
- Depreciation
- $141,006
- Program services (functional)
- $2,335,103
- Management and general (functional)
- $13,298
Balance sheet and other
- Total assets, start of year
- $4,255,454
- Total assets, end of year
- $4,682,160
- Total liabilities, end of year
- $457,374
- Net assets, end of year
- $4,224,786
- Land, buildings and equipment
- $1,986,021
- Net assets without donor restrictions
- $4,181,433
- Net assets with donor restrictions
- $43,353
- Gross receipts
- $2,753,141
- Employees
- 58
- Year formed
- 2004
- State of legal domicile
- TN
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 May 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBYN CARLTON | VICE-PRESIDE Trustee or director, Officer | 1 | $0 |
| SHAWN KURRELMEIER-LEE | BOARD PRESID Trustee or director, Officer | 1 | $0 |
| PAULA POTTER | TREASURER Trustee or director, Officer | 1 | $0 |
| PAMELA SMITH | SECRETARY Trustee or director | – | $0 |
990 for the year ended May 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBYN CARLTON | VICE-PRESIDE Trustee or director, Officer | 1 | $0 |
| SHAWN KURRELMEIER-LEE | BOARD PRESID Trustee or director, Officer | 1 | $0 |
| PAULA POTTER | TREASURER Trustee or director, Officer | 5 | $0 |
990 for the year ended May 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBYN CARLTON | VICE-PRESIDE Trustee or director, Officer | – | $0 |
| SHAWN KURRELMEIER-LEE | BOARD PRESID Trustee or director, Officer | – | $0 |
| PAULA POTTER | TREASURER Trustee or director, Officer | – | $0 |
| PAMELA SMITH | SECRETARY Trustee or director | – | $0 |
Address and contacts
- Address (IRS master file)
- 300 MONTESSORI WAY, CHATTANOOGA, TN 37404-2843
- In care of
- % PAULA DEE POTTER
- Principal officer (990 for 2024)
- PAULA POTTER, 300 MONTESSORI WAY, CHATTANOOGA, TN 37401
- Signed the 990
- PAULA POTTER, TREASURER
- Phone
- (423) 622-6366
- Return prepared by
- THE WALLS GROUP
Mission
TO EDUCATE CHILDREN IN A WAY THAT PROMOTES INDEPENDENT LEARNING, EMOTIONAL GROWTH, AND EMBRACES DIFFERENCES USING THE MONTESSORI APPROACH.
Program accomplishments
- EDUCATION OF STUDENTS DURING THE REGULAR SCHOOL YEAR AND STUDENTS WEEKLY THROUGHOUT THE SUMMER. PROVIDED TRAINING AND PROGRAMS TO STUDENTS FROM EIGHTEEN MONTHS OF AGE THROUGH THE EIGHTH GRADE.Expenses $2,335,103
- EDUCATION OF STUDENTS DURING THE REGULAR SCHOOL YEAR AND AN AVERAGE 108 STUDENTS WEEKLY THROUGHOUT THE SUMMER. PROVIDED TRAINING AND PROGRAMS TO STUDENTS FROM EIGHTEEN MONTHS OF AGE THROUGH THE EIGHTH GRADE.
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 May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | Not on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990 on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990 on file |
IRS record
- EIN
- 84-1640780
- 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
- 2007
- Accounting year ends
- May
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B20)
- Assets (IRS master file)
- $4,682,160
- Income (IRS master file)
- $2,753,141
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | May 2025 | $2,753,141 | $2,348,401 | $4,682,160 | XML |
| 990 | May 2024 | $2,315,404 | $2,301,364 | $4,255,454 | XML |
| 990 | May 2023 | $2,746,219 | $2,267,651 | $4,229,627 | XML |
| 990 | May 2022 | – | – | – | IRS |
| 990 | May 2021 | – | – | – | IRS |
| 990 | May 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 84-1640780).
Questions about THE MONTESSORI SCHOOL
- What is the EIN of THE MONTESSORI SCHOOL?
- The employer identification number (EIN) of THE MONTESSORI SCHOOL is 84-1640780.
- Is THE MONTESSORI SCHOOL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to THE MONTESSORI SCHOOL tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does THE 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 THE MONTESSORI SCHOOL due?
- The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE MONTESSORI SCHOOL last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended May 2025.
- Who is the principal officer of THE MONTESSORI SCHOOL?
- The 990 for the year ended May 31, 2025 names PAULA POTTER.
- Who are the officers and directors of THE MONTESSORI SCHOOL?
- The 990 for the year ended May 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does THE MONTESSORI SCHOOL have?
- On its 990 for the year ended May 31, 2025 it reported revenue of $2,753,141, expenses of $2,348,401 and total assets of $4,682,160 at year end.
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