Nonprofit · EIN 86-0825401
MONTESSORI EDUCATION CENTRE-CHARTER SCHOOL
Tax-exempt · MESA, AZ 85204
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $4,730,156 | $5,022,961 | -$292,805 | $820,623 | $445,624 | $374,999 |
| June 30, 2024 | 990 | $5,108,561 | $4,995,233 | $113,328 | $1,567,025 | $758,975 | $808,050 |
| June 30, 2023 | 990 | $4,859,534 | $4,518,791 | $340,743 | $1,633,661 | $938,939 | $694,722 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $4,567,713
- of which government grants
- $4,529,033
- Program service revenue
- $0
- Investment income
- $0
- Other revenue
- $162,443
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $181,152
- Other salaries and wages
- $3,369,005
- Salaries, compensation and benefits (total)
- $3,919,037
- Professional fundraising fees
- $0
- Legal fees
- $5,173
- Accounting fees
- $55,200
- Occupancy
- $503,729
- Travel
- $39,114
- Depreciation
- $41,150
- Program services (functional)
- $4,947,290
- Management and general (functional)
- $75,671
Balance sheet and other
- Total assets, start of year
- $1,567,025
- Total assets, end of year
- $820,623
- Total liabilities, end of year
- $445,624
- Net assets, end of year
- $374,999
- Land, buildings and equipment
- $117,370
- Net assets without donor restrictions
- $374,999
- Gross receipts
- $4,730,156
- Employees
- 142
- Volunteers
- 21
- 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 | Other / benefits |
|---|---|---|---|---|
| Tamara Whiting | President Trustee or director, Officer | 36 | $93,722 | $4,684 |
| Rachel Lichtenberger | Vice President Trustee or director, Officer | 38 | $93,463 | $3,189 |
| Laura Davis | Director Trustee or director | 0.5 | $0 | $0 |
| Stephanie Ord | Director Trustee or director | 0.5 | $0 | $0 |
| Jacque Scott | Director Trustee or director | 0.5 | $0 | $0 |
990 for the year ended June 30, 2024: 5 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| TAMARA WHITING | PRESIDENT Trustee or director, Officer | 36 | $108,500 | $9,541 |
| RACHEL LICHTENBERGER | VICE PRESIDE Trustee or director, Officer | 38 | $95,105 | $2,937 |
| LAURA DAVIS | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| STEPHANIE ORD | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| JACQUE SCOTT | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
990 for the year ended June 30, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TAMARA WHITING | PRESIDENT Trustee or director, Officer | 40 | $108,000 |
| RACHEL LICHTENBERGER | SECRETARY Trustee or director, Officer | 40 | $80,400 |
| LAURA CRAIG | DIRECTOR Trustee or director | 2 | $0 |
| STEPHANIE ORD | DIRECTOR Trustee or director | 2 | $0 |
| JACQUE SCOTT | DIRECTOR Trustee or director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 2834 E SOUTHERN AVE, MESA, AZ 85204-5517
- In care of
- % TAMMY WHITING
- Principal officer (990 for 2024)
- Tamara Whiting, 2834 East Southern Avenue, Mesa, AZ 85204
- Signed the 990
- Tamara Whiting, Director
- Phone
- (480) 926-8375
- Website
- montessorictr.org
- Return prepared by
- LORENZO PLC
Mission
Commitment to development of the whole child by providing students a well-rounded, individualized education and development experience that is grounded on Montessori principles
Program accomplishments
- The School provides K-6 educational services to students in Arizona as a public charter school. The School is committed to the development of the whole child by providing students a well-rounded, individualized educational and developmental experience that is grounded on Montessori principles.Expenses $4,947,290 · revenue $162,443
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
- 86-0825401
- 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 (B20Z)
- Assets (IRS master file)
- $820,623
- Income (IRS master file)
- $4,730,156
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $4,730,156 | $5,022,961 | $820,623 | IRS |
| 990 | June 2024 | $5,108,561 | $4,995,233 | $1,567,025 | XML |
| 990 | June 2023 | $4,859,534 | $4,518,791 | $1,633,661 | XML |
| 990 | June 2022 | $4,283,397 | $4,244,087 | $633,003 | 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 86-0825401).
Questions about MONTESSORI EDUCATION CENTRE-CHARTER SCHOOL
- What is the EIN of MONTESSORI EDUCATION CENTRE-CHARTER SCHOOL?
- The employer identification number (EIN) of MONTESSORI EDUCATION CENTRE-CHARTER SCHOOL is 86-0825401.
- Is MONTESSORI EDUCATION CENTRE-CHARTER SCHOOL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to MONTESSORI EDUCATION CENTRE-CHARTER SCHOOL tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MONTESSORI EDUCATION CENTRE-CHARTER 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 MONTESSORI EDUCATION CENTRE-CHARTER 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 MONTESSORI EDUCATION CENTRE-CHARTER 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 MONTESSORI EDUCATION CENTRE-CHARTER SCHOOL?
- The 990 for the year ended June 30, 2025 names Tamara Whiting.
- Who are the officers and directors of MONTESSORI EDUCATION CENTRE-CHARTER SCHOOL?
- The 990 for the year ended June 30, 2025 lists 5 people; 2 received compensation from the organization, the highest $93,722 (Tamara Whiting, President).
- How much revenue does MONTESSORI EDUCATION CENTRE-CHARTER SCHOOL have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $4,730,156, expenses of $5,022,961 and total assets of $820,623 at year end.
Other nonprofits in MESA
- AMERICAN LEADERSHIP ACADEMY INC EIN 27-0333296 · last filed 990 for 2025
- EDKEY INC EIN 74-3033931 · last filed 990 for 2025
- ARIZONA CONNECTIONS ACADEMY CHARTER SCHOOL EIN 20-2612155 · last filed 990 for 2025
- HERITAGE ACADEMY INC EIN 46-4461406 · last filed 990 for 2025
- HERITAGE ACADEMY INC EIN 86-0757062 · last filed 990 for 2025
- HERITAGE ACADEMY INC EIN 47-5058078 · last filed 990 for 2025
- MATH AND SCIENCE SUCCESS ACADEMY INC EIN 26-0535304 · last filed 990 for 2025
- HERITAGE ACADEMY INC EIN 46-4467315 · last filed 990 for 2025