Nonprofit · EIN 85-0736138
MONTESSORI ELEMENTARY AT HIGHLAND PARK
Tax-exempt · CHATTANOOGA, TN 37404
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $5,845,778 | $4,524,614 | $1,321,164 | $3,751,558 | $303,355 | $3,448,203 |
| June 30, 2024 | 990 | $4,698,851 | $4,033,412 | $665,439 | $2,460,055 | $333,016 | $2,127,039 |
| June 30, 2023 | 990 | $3,802,908 | $3,269,018 | $533,890 | $1,657,374 | $195,774 | $1,461,600 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $5,751,703
- of which government grants
- $4,894,866
- Program service revenue
- $0
- Investment income
- $94,075
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $2,663,943
- Salaries, compensation and benefits (total)
- $3,197,296
- Professional fundraising fees
- $0
- Occupancy
- $86,365
- Travel
- $4,805
- Depreciation
- $106,455
- Program services (functional)
- $3,691,577
- Management and general (functional)
- $671,294
- Fundraising (functional)
- $161,743
Balance sheet and other
- Total assets, start of year
- $2,460,055
- Total assets, end of year
- $3,751,558
- Total liabilities, end of year
- $303,355
- Net assets, end of year
- $3,448,203
- Land, buildings and equipment
- $236,191
- Gross receipts
- $5,845,778
- Employees
- 91
- Volunteers
- 41
- Year formed
- 2020
- 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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SUE ANNE WELLS | CHAIR Trustee or director, Officer | 1 | $0 |
| KEITH KING | SECRETARY Trustee or director, Officer | 1 | $0 |
| MCLAIN MACLELLAN | BOARD MEMBER Trustee or director | 1 | $0 |
| SUSAN STEIN | BOARD MEMBER Trustee or director | 1 | $0 |
| HAL NORTH | BOARD MEMBER Trustee or director | 1 | $0 |
| SHEWANEE HOWARD-BAPTISTE | BOARD MEMBER Trustee or director | 1 | $0 |
| REBECCA STERN | BOARD MEMBER Trustee or director | 1 | $0 |
| KEITH SANFORD | BOARD MEMBER Trustee or director | 1 | $0 |
| JOHN GERM | BOARD MEMBER Trustee or director | 1 | $0 |
| ALEXIA PHINIZEY | BOARD MEMBER Trustee or director | 1 | $0 |
| DALYA QUALLS WHITE | BOARD MEMBER Trustee or director | 1 | $0 |
| TOM WHITE | BOARD MEMBER Trustee or director | 1 | $0 |
| ELAINE SWAFFORD | EXECUTIVE DIRECTOR Officer | 40 | $0 |
990 for the year ended June 30, 2024: 14 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| ELAINE SWAFFORD | EXECUTIVE DIRECTOR Officer | 40 | $0 | $168,332 |
| SUE ANNE WELLS | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| EDNA VARNER | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| MCLAIN MACLELLAN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| SUSAN STEIN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| HAL NORTH | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| SHEWANEE HOWARD-BAPTISTE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| TAMMY SWENSON | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| KEITH KING | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| KEITH SANFORD | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JOHN GERM | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ALEXIA PHINIZEY | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DALYA QUALLS WHITE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| TOM WHITE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 14 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| ELAINE SWAFFORD | EXECUTIVE DIRECTOR Officer | 40 | $0 | $164,624 |
| SUE ANNE WELLS | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| EDNA VARNER | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| MCLAIN MACLELLAN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| SUSAN STEIN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| HAL NORTH | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| SHEWANEE HOWARD-BAPTISTE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| TAMMY SWENSON | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| KEITH KING | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| KEITH SANFORD | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DAWN BULLARD | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ALEXIA PHINIZEY | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DALYA QUALLS WHITE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| TOM WHITE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 700 S HAWTHORNE ST, CHATTANOOGA, TN 37404-3522
- In care of
- % FINANCE OFFICE
- Mailing address (990-N for 2020)
- PO BOX 3804, CHATTANOOGA TN 37404
- Principal officer (990 for 2024)
- DR ELAINE SWAFFORD, 1802 BAILEY AVE, CHATTANOOGA, TN 37404
- Principal officer (990-N for 2020)
- DR ELAINE SWAFFORD, PO BOX 3804, CHATTANOOGA TN 37404
- Signed the 990
- DR ELAINE SWAFFORD, EXECUTIVE DIRECTOR
- Phone
- (423) 541-9822
- Website
- HTTPS://WWW.MEHP.ORG/
- Return prepared by
- JOHNSON HICKEY & MURCHISON PC
Mission
THE MISSION OF MONTESSORI ELEMENTARY AT HIGHLAND PARK IS TO CULTIVATE AMBITIOUS, FEARLESS LEARNERS THROUGH INTELLECTUALLY-STIMULATING, INTERACTIVE EXPERIENCES THAT AWAKEN CURIOSITY, NURTURE ADVANCED THINKING, AND PROMOTOE INDEPENDENCE.
Program accomplishments
- OPENED IN 2021, MONTESSORI ELEMENTARY AT HIGHLAND PARK IS A CO-EDUCATION, PUBLIC CHARTER SCHOOL THAT OFFERS AN EDUCATIONAL PROGRAM FOR CHILDREN, PRE-K 3 THROUGH 5TH GRADE. THE SCHOOL SERVES FAMILIES FROM ALL BACKGROUNDS AND PROVIDES A DYNAMIC, PARTICIPATORY ENVIRONMENT THAT INTEGRATES MONTESSORI CHILDHOOD EDUCATION WITH STEAM EXPERIENTIAL LEARNING. THE VISION IS TO ESTABLISH A TRAJECTORY FOR LIFELONG LEARNING AND SELF-DIRECTED DISCOVERY THAT ENABLES CHILDREN TO REACH THEIR FULL POTENTIAL AS INTELLECTUALLY-ENGAGED LEARNERS AND ETHICALLY-FOCUSED LEADERS.Expenses $3,691,577
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
- 85-0736138
- 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 (B29)
- Assets (IRS master file)
- $3,751,558
- Income (IRS master file)
- $5,845,778
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $5,845,778 | $4,524,614 | $3,751,558 | XML |
| 990 | June 2024 | $4,698,851 | $4,033,412 | $2,460,055 | XML |
| 990 | June 2023 | $3,802,908 | $3,269,018 | $1,657,374 | XML |
| 990 | June 2022 | $3,595,025 | $2,674,151 | $1,023,338 | IRS |
| 990-N for 2020 Officer: DR ELAINE SWAFFORD | June 30, 2021 | ≤ $50,000 receipts | – | – | e-Postcard |
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 85-0736138).
Questions about MONTESSORI ELEMENTARY AT HIGHLAND PARK
- What is the EIN of MONTESSORI ELEMENTARY AT HIGHLAND PARK?
- The employer identification number (EIN) of MONTESSORI ELEMENTARY AT HIGHLAND PARK is 85-0736138.
- Is MONTESSORI ELEMENTARY AT HIGHLAND PARK tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2020.
- Are donations to MONTESSORI ELEMENTARY AT HIGHLAND PARK tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MONTESSORI ELEMENTARY AT HIGHLAND PARK 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 MONTESSORI ELEMENTARY AT HIGHLAND PARK 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 MONTESSORI ELEMENTARY AT HIGHLAND PARK 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 MONTESSORI ELEMENTARY AT HIGHLAND PARK?
- The 990 for the year ended June 30, 2025 names DR ELAINE SWAFFORD.
- Who are the officers and directors of MONTESSORI ELEMENTARY AT HIGHLAND PARK?
- The 990 for the year ended June 30, 2025 lists 13 people; 0 received compensation from the organization.
- How much revenue does MONTESSORI ELEMENTARY AT HIGHLAND PARK have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $5,845,778, expenses of $4,524,614 and total assets of $3,751,558 at year end.
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