Nonprofit · EIN 86-0824311
KHALSA MONTESSORI ELEMENTARY SCHOOL
Tax-exempt · PHOENIX, AZ 85004
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,595,482 | $1,599,227 | -$3,745 | $2,394,874 | $940,394 | $1,454,480 |
| June 30, 2024 | 990 | $1,559,200 | $1,489,110 | $70,090 | $2,475,537 | $1,017,312 | $1,458,225 |
| June 30, 2023 | 990 | $1,534,275 | $1,499,196 | $35,079 | $2,490,258 | $1,102,123 | $1,388,135 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,302,813
- of which government grants
- $1,234,653
- Program service revenue
- $213,137
- Investment income
- $15,465
- Net rental income
- $43,243
- Other revenue
- $64,067
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $173,044
- Other salaries and wages
- $648,884
- Salaries, compensation and benefits (total)
- $929,910
- Professional fundraising fees
- $0
- Legal fees
- $5,682
- Accounting fees
- $40,000
- Occupancy
- $167,426
- Travel
- $3,251
- Depreciation
- $86,391
- Program services (functional)
- $1,351,504
- Management and general (functional)
- $247,723
Balance sheet and other
- Total assets, start of year
- $2,475,537
- Total assets, end of year
- $2,394,874
- Total liabilities, end of year
- $940,394
- Net assets, end of year
- $1,454,480
- Land, buildings and equipment
- $1,193,474
- Net assets without donor restrictions
- $1,201,183
- Net assets with donor restrictions
- $253,297
- Gross receipts
- $1,595,482
- Employees
- 34
- Volunteers
- 10
- Year formed
- 1996
- State of legal domicile
- AZ
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 | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| KAREN PAXTON | PRESIDENT/SCHOOL DIRECTOR Trustee or director, Officer | 24 | $50,377 | $48,884 | $1,975 |
| RASHA ALEBRAHIM | MEMBER/ASSISTANT DIRECTOR Trustee or director | 20 | $40,209 | $40,210 | $4,914 |
| CARIE MODEER | MEMBER Trustee or director | 40 | $66,019 | $0 | $6,170 |
| REVAY CARGO | MEMBER Trustee or director | 0.5 | $0 | $42,955 | $3,361 |
| CYNTHIA HUEBSCHER | MEMBER Trustee or director | 0.5 | $0 | $20,425 | $2,804 |
| TOM CAGLIO | VICE PRESIDENT Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| BRYAN MURPHY | MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
| ANGELA WALKER | MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 6 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| KAREN PAXTON | PRESIDENT/SCHOOL DIRECTOR Trustee or director, Officer | 24 | $60,227 | $55,256 | $2,310 |
| CARIE MODEER | MEMBER Trustee or director | 40 | $67,028 | $0 | $6,079 |
| CYNTHIA HUEBSCHER | MEMBER Trustee or director | 0.5 | $0 | $49,743 | $4,374 |
| TOM CAGLIO | VICE PRESIDENT Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| BRYAN MURPHY | MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
| ANGELA WALKER | MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 7 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| KAREN PAXTON | PRESIDENT/SCHOOL DIRECTOR Trustee or director, Officer | 24 | $47,724 | $44,703 | $2,929 |
| CARIE MODEER | MEMBER Trustee or director | 40 | $60,226 | $0 | $4,584 |
| CYNTHIA HUEBSCHER | MEMBER Trustee or director | 0.5 | $0 | $48,318 | $4,346 |
| TOM CAGLIO | VICE PRESIDENT Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| BRYAN MURPHY | MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
| SARA PARK | MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
| ANGELA WALKER | MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2536 N 3RD ST, PHOENIX, AZ 85004-1308
- Principal officer (990 for 2024)
- KAREN PAXTON, 2536 NORTH 3RD STREET, PHOENIX, AZ 85004
- Signed the 990
- KAREN PAXTON, PRESIDENT/SCHOOL DIRECTOR
- Phone
- (602) 252-3759
- Website
- WWW.KHALSAMONTESSORI.ORG
- Return prepared by
- John C Todd II PC
Mission
KHALSA INTEGRATES A CHALLENGING MONTESSORI EDUCATION AND A CARING, RESPONSIBLE COMMUNITY TO PROVIDE FOR THE ACADEMIC, SOCIAL, PHYSICAL AND EMOTIONAL GROWTH OF STUDENTS IN CENTRAL PHOENIX.
Program accomplishments
- KHALSA MONTESSORI ELEMENTARY SCHOOL INTEGRATES A CHALLENGING MONTESSORI EDUCATION AND A CARING, RESPONSIBLE COMMUNITY TO PROVIDE FOR STUDENTS ACADEMIC, SOCIAL, PHYSICAL AND CREATIVE GROWTH. WE OFFER CHILDREN THE OPPORTUNITY TO REACH THEIR HIGHEST POTENTIAL IN HOLISTIC SELF-PACED CLASSROOMS THAT ENCOURAGE ACADEMIC EXCELLENCE, CREATIVITY, MIND/BODY DISCIPLINE, AND SOCIAL RESPONSIBILITY. EXPECTATIONS OF INDEPENDENCE, RESPONSIBILITY FOR ONES SELF AND OTHERS, AND COGNITIVE TOOLS BUILD MASTERY AND HABITS OF MIND THAT SUPPORT A LIFETIME OF SUCCESS.Expenses $1,351,504 · revenue $213,137
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
- 86-0824311
- 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
- 1998
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B99Z)
- Assets (IRS master file)
- $2,394,874
- Income (IRS master file)
- $1,595,482
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,595,482 | $1,599,227 | $2,394,874 | XML |
| 990 | June 2024 | $1,559,200 | $1,489,110 | $2,475,537 | XML |
| 990 | June 2023 | $1,534,275 | $1,499,196 | $2,490,258 | XML |
| 990 | June 2022 | $1,780,985 | $1,672,149 | $4,068,601 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 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 86-0824311).
Questions about KHALSA MONTESSORI ELEMENTARY SCHOOL
- What is the EIN of KHALSA MONTESSORI ELEMENTARY SCHOOL?
- The employer identification number (EIN) of KHALSA MONTESSORI ELEMENTARY SCHOOL is 86-0824311.
- Is KHALSA MONTESSORI ELEMENTARY SCHOOL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to KHALSA MONTESSORI ELEMENTARY SCHOOL tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does KHALSA MONTESSORI ELEMENTARY 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 KHALSA MONTESSORI ELEMENTARY 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 KHALSA MONTESSORI ELEMENTARY 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 KHALSA MONTESSORI ELEMENTARY SCHOOL?
- The 990 for the year ended June 30, 2025 names KAREN PAXTON.
- Who are the officers and directors of KHALSA MONTESSORI ELEMENTARY SCHOOL?
- The 990 for the year ended June 30, 2025 lists 8 people; 3 received compensation from the organization, the highest $50,377 (KAREN PAXTON, PRESIDENT/SCHOOL DIRECTOR).
- How much revenue does KHALSA MONTESSORI ELEMENTARY SCHOOL have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,595,482, expenses of $1,599,227 and total assets of $2,394,874 at year end.
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