Nonprofit · EIN 86-0941637
KEYSTONE MONTESSORI CHARTER SCHOOL INC
Tax-exempt · PHOENIX, AZ 85048
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $4,917,725 | $4,829,453 | $88,272 | $4,747,422 | $3,173,330 | $1,574,092 |
| June 30, 2024 | 990 | $4,155,420 | $4,365,170 | -$209,750 | $4,720,300 | $3,234,480 | $1,485,820 |
| June 30, 2023 | 990 | $4,769,147 | $4,312,040 | $457,107 | $4,971,388 | $3,275,818 | $1,695,570 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $2,599,214
- of which government grants
- $2,298,607
- Program service revenue
- $1,693,638
- Investment income
- $5,346
- Other revenue
- $619,527
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $167,004
- Other salaries and wages
- $2,550,951
- Salaries, compensation and benefits (total)
- $3,315,498
- Professional fundraising fees
- $0
- Legal fees
- $11,891
- Accounting fees
- $74,380
- Occupancy
- $98,932
- Travel
- $4,022
- Depreciation
- $177,210
- Program services (functional)
- $4,384,566
- Management and general (functional)
- $375,160
- Fundraising (functional)
- $69,727
Balance sheet and other
- Total assets, start of year
- $4,720,300
- Total assets, end of year
- $4,747,422
- Total liabilities, end of year
- $3,173,330
- Net assets, end of year
- $1,574,092
- Land, buildings and equipment
- $3,548,556
- Net assets without donor restrictions
- $1,434,620
- Net assets with donor restrictions
- $139,472
- Gross receipts
- $4,965,232
- Employees
- 63
- Volunteers
- 100
- Year formed
- 1998
- 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 |
|---|---|---|---|
| LAURA HERTZLER | HEAD OF SCHO Officer | 40 | $100,994 |
| BLANCA VILLALOBOS | DIRECTOR/LEA Trustee or director | 40 | $66,010 |
| STACY BURNETT | DIRECTOR Trustee or director | 1 | $0 |
| TRICIA FULLER | VICE PRESIDE Trustee or director, Officer | 1 | $0 |
| KATIE COLE | DIRECTOR Trustee or director | 1 | $0 |
| JESSICA JARRETT | PRESIDENT Trustee or director, Officer | 1 | $0 |
990 for the year ended June 30, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LAURA HERTZLER | HEAD OF SCHO Officer | 40 | $113,238 |
| BLANCA VILLALOBOS | DIRECTOR/LEA Trustee or director | 40 | $61,443 |
| STACY BURNETT | DIRECTOR Trustee or director | 1 | $0 |
| ED STOCK | DIRECTOR Trustee or director | 1 | $0 |
| TRICIA FULLER | VICE PRESIDE Trustee or director, Officer | 1 | $0 |
| NOEL ALFONSO | PRESIDENT Trustee or director, Officer | 1 | $0 |
| JESSICA JARRETT | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LAURA HERTZLER | HEAD OF SCHO Officer | 40 | $107,250 |
| STACY BURNETT | PRESIDENT Trustee or director, Officer | 1 | $0 |
| ED STOCK | DIRECTOR Trustee or director | 1 | $0 |
| TRICIA FULLER | DIRECTOR Trustee or director | 1 | $0 |
| NOEL ALFONSO | DIRECTOR Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1025 E LIBERTY LN, PHOENIX, AZ 85048-8462
- In care of
- % SHERRI L SAMPSON PRES
- Principal officer (990 for 2024)
- LAURA HERTZLER, 1025 EAST LIBERTY LANE, PHOENIX, AZ 85048
- Signed the 990
- LAURA HERTZLER, HEAD OF SCHOOL
- Phone
- (480) 460-7312
- Website
- WWW.KEYSTONEMONTESSORI.COM
- Return prepared by
- ASPIRE BUSINESS CONSULTANTS
Mission
THE SCHOOL PROVIDES EDUCATIONAL SERVICES USING MONTESSORI TEACHING METHODS. THE SCHOOL PROVIDES THESE SERVICES THROUGH THE NINTH GRADE. PRESCHOOL AND SUMMER SCHOOL PROGRAMS ARE ALSO PROVIDED.
Program accomplishments
- THE SCHOOL PROVIDES EDUCATIONAL SERVICES USING MONTESSORI TEACHING METHODS TO APPROXIMATELY 310 STUDENTS. THE SCHOOL PROVIDES THESE SERVICES THROUGH THE NINTH GRADE. PRESCHOOL AND SUMMER SCHOOL PROGRAMS ARE ALSO PROVIDED.Expenses $4,384,566 · revenue $2,313,165
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
- 86-0941637
- 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
- 2002
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B29)
- Assets (IRS master file)
- $4,747,422
- Income (IRS master file)
- $4,965,232
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $4,917,725 | $4,829,453 | $4,747,422 | IRS |
| 990 | June 2024 | $4,155,420 | $4,365,170 | $4,720,300 | IRS |
| 990 | June 2023 | $4,769,147 | $4,312,040 | $4,971,388 | XML |
| 990 | June 2022 | $3,879,607 | $3,787,154 | $4,689,235 | 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 86-0941637).
Questions about KEYSTONE MONTESSORI CHARTER SCHOOL INC
- What is the EIN of KEYSTONE MONTESSORI CHARTER SCHOOL INC?
- The employer identification number (EIN) of KEYSTONE MONTESSORI CHARTER SCHOOL INC is 86-0941637.
- Is KEYSTONE MONTESSORI CHARTER SCHOOL INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to KEYSTONE MONTESSORI CHARTER SCHOOL INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does KEYSTONE MONTESSORI CHARTER SCHOOL INC 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 KEYSTONE MONTESSORI CHARTER SCHOOL INC 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 KEYSTONE MONTESSORI CHARTER SCHOOL INC 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 KEYSTONE MONTESSORI CHARTER SCHOOL INC?
- The 990 for the year ended June 30, 2025 names LAURA HERTZLER.
- Who are the officers and directors of KEYSTONE MONTESSORI CHARTER SCHOOL INC?
- The 990 for the year ended June 30, 2025 lists 6 people; 2 received compensation from the organization, the highest $100,994 (LAURA HERTZLER, HEAD OF SCHO).
- How much revenue does KEYSTONE MONTESSORI CHARTER SCHOOL INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $4,917,725, expenses of $4,829,453 and total assets of $4,747,422 at year end.
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