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Nonprofit · EIN 84-4013854

MONTROSE WAY

Also known as MONTROSE WAY FOUNDATION

Tax-exempt · DENVER, CO 80204

Financials

$42K$42K2023$48K$47K2024$54K$45K2025
Revenue Expenses · by fiscal year end
Financials of MONTROSE WAY by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$53,680$45,025$8,655$19,711$0$19,711
December 31, 2024990-PF$48,492$46,525$1,967$11,056$0$11,056
December 31, 2023990-PF$41,576$41,576$0$9,089$0$9,089
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$53,668
Interest
$12

Expenses

Grants and similar amounts paid
$45,000
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Disbursements for charitable purposes
$45,000

Balance sheet and other

Total assets, start of year
$11,056
Total assets, end of year
$19,711
Total liabilities, end of year
$0
Net assets, end of year
$19,711
Fair market value of assets
$19,711
Qualifying distributions
$45,000

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-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
Penny Winkle
1100 Cherokee St Unit 701, Denver, CO 80204
President4$0
Charles Zalac
1100 Cherokee St Unit 701, Denver, CO 80204
Vice President3$0
Laine Zalac
226 E 83rd St, New York, NY 10028
Director1$0
Aja Davis
7997 Anderson Pk, Westerville, OH 43081
Director1$0
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
Penny Winkle
1100 Cherokee St Unit 701, Denver, CO 80204
President4$0
Charles Zalac
1100 Cherokee St Unit 701, Denver, CO 80204
Vice President3$0
Laine Zalac
226 E 83rd St, New York, NY 10028
Director1$0
Aja Davis
7997 Anderson Pk, Westerville, OH 43081
Director1$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
Penny Winkle
150 23rd Ave N, St Perersburg, FL 33704
President4$0
Charles Zalac
150 23rd Ave N, St Peterburg, FL 33704
Vice President3$0
Laine Zalac
226 86th St, New York, NY 10289
Director1$0
Aja Davis
7997 Anderson Pk, Westerville, OH 43081
Director1$0

Address and contacts

Address (IRS master file)
1100 CHEROKEE ST UNIT 701, DENVER, CO 80204-3676
In care of
% PENNY WINKLE
Signed the 990-PF
Charles Zalac, Vice President
Phone
(614) 378-1460

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
84-4013854
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2020
Accounting year ends
December
Files
Form 990-PF
Category (NTEE)
Human services (P99)
Assets (IRS master file)
$19,711
Income (IRS master file)
$53,680

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$53,680$45,025$19,711IRS
990-PFDecember 2024$48,492$46,525$11,056IRS
990-PFDecember 2023$41,576$41,576$9,089XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––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 84-4013854).

Questions about MONTROSE WAY

What is the EIN of MONTROSE WAY?
The employer identification number (EIN) of MONTROSE WAY is 84-4013854.
Is MONTROSE WAY tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2020.
Are donations to MONTROSE WAY tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does MONTROSE WAY file?
Form 990-PF. Private foundations file every year.
When is the next return of MONTROSE WAY due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did MONTROSE WAY last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of MONTROSE WAY?
The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does MONTROSE WAY have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $53,680, expenses of $45,025 and total assets of $19,711 at year end.

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