Nonprofit · EIN 84-2738111
ROOTS MONTESSORI SCHOOL
Tax-exempt · PLYMOUTH, MI 48170
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,493,711 | $1,540,627 | -$46,916 | $5,488,988 | $131,173 | $5,357,815 |
| June 30, 2024 | 990 | $2,101,212 | $1,245,879 | $855,333 | $5,455,114 | $50,383 | $5,404,731 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $310,709
- of which government grants
- $35,054
- Program service revenue
- $1,238,574
- Investment income
- $4,793
- Net rental income
- -$60,841
- Net gain from sales of assets
- $3,583
- Net income from sales of inventory
- $476
- Other revenue
- -$60,365
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $848,424
- Salaries, compensation and benefits (total)
- $981,041
- Professional fundraising fees
- $0
- Accounting fees
- $31,531
- Occupancy
- $53,424
- Depreciation
- $214,720
- Program services (functional)
- $1,028,476
- Management and general (functional)
- $512,151
Balance sheet and other
- Total assets, start of year
- $5,455,114
- Total assets, end of year
- $5,488,988
- Total liabilities, end of year
- $131,173
- Net assets, end of year
- $5,357,815
- Land, buildings and equipment
- $5,275,477
- Publicly traded securities
- $91,499
- Gross receipts
- $1,833,800
- Employees
- 30
- Volunteers
- 20
- Year formed
- 2019
- State of legal domicile
- MI
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 |
|---|---|---|---|
| SHELLI WILDFONG | EXECUTIVE DI Highest-paid employee | 40 | $109,113 |
| DEB BARTLETT | FOUNDER/TREA Officer | 1.5 | $0 |
| MARK BARTLETT | BOARD CHAIR/ Officer | 1.5 | $0 |
| KELLY OLSON | SECRETARY Officer | 1.5 | $0 |
| JULIE SMITH | BOARD MEMBER Trustee or director | 1.5 | $0 |
| SAMANTHA SHAYA | BOARD MEMBER Trustee or director | 1.5 | $0 |
| BRIAN CORLEY | BOARD MEMBER Trustee or director | 1.5 | $0 |
990 for the year ended June 30, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHELLI WILDFONG | EXECUTIVE DI Highest-paid employee | – | $102,855 |
| DEB BARTLETT | FOUNDER Officer | – | $0 |
| MARK BARTLETT | BOARD CHAIRP Officer | – | $0 |
| KELLY OLSON | SECRETARY Officer | – | $0 |
| GREG SCHUPRA | TREASURER Officer | – | $0 |
| JULIE SMITH | BOARD MEMBER Trustee or director | – | $0 |
| SAMANTHA SHAYA | BOARD MEMBER Trustee or director | – | $0 |
| BRIAN CORLEY | BOARD MEMBER Trustee or director | – | $0 |
Address and contacts
- Address (IRS master file)
- 14492 N SHELDON RD STE 370, PLYMOUTH, MI 48170-2493
- Principal officer (990 for 2024)
- DEB BARTLETT, 14492 N SHELDON RD, PLYMOUTH, MI 48170
- Signed the 990
- DEB BARTLETT, FOUNDER/TREASURER
- Phone
- (734) 876-8160
- Website
- ROOTSMONTESSORISCHOOL.COM
- Return prepared by
- NIENHUIS FINANCIAL GROUP LLC
Mission
PRIVATE MONTESSORI SCHOOL SERVICING GRADES PRE-KINDERGARTEN THROUGH GRADE 6 WHICH EMPHASIZES INDIVIDUALIZED AND EXPERIENTIAL LEARNING.
Program accomplishments
- TO PROVIDE A PRIVATE MONTESSORI EDUCATION THAT EMPHASIZES INDIVIDUALIZED AND EXPERIENTIAL LEARNING.Expenses $1,028,476 · revenue $1,238,574
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
- 84-2738111
- 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
- 2020
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B20)
- Assets (IRS master file)
- $5,488,988
- Income (IRS master file)
- $1,833,800
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,493,711 | $1,540,627 | $5,488,988 | IRS |
| 990 | June 2024 | $2,101,212 | $1,245,879 | $5,455,114 | XML |
| 990 | June 2023 | $4,383,157 | $1,187,723 | $4,653,467 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 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 84-2738111).
Questions about ROOTS MONTESSORI SCHOOL
- What is the EIN of ROOTS MONTESSORI SCHOOL?
- The employer identification number (EIN) of ROOTS MONTESSORI SCHOOL is 84-2738111.
- Is ROOTS MONTESSORI SCHOOL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2020.
- Are donations to ROOTS MONTESSORI SCHOOL tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ROOTS 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 ROOTS 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 ROOTS 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 ROOTS MONTESSORI SCHOOL?
- The 990 for the year ended June 30, 2025 names DEB BARTLETT.
- Who are the officers and directors of ROOTS MONTESSORI SCHOOL?
- The 990 for the year ended June 30, 2025 lists 7 people; 1 received compensation from the organization, the highest $109,113 (SHELLI WILDFONG, EXECUTIVE DI).
- How much revenue does ROOTS MONTESSORI SCHOOL have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,493,711, expenses of $1,540,627 and total assets of $5,488,988 at year end.
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