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Nonprofit · EIN 92-0063628

ANCHORAGE MONTESSORI SCHOOL

Tax-exempt · ANCHORAGE, AK 99517

Financials

$3M$2.2M2022$2.4M$2.4M2023$2.6M$2.6M2024
Revenue Expenses · by fiscal year end
Financials of ANCHORAGE MONTESSORI SCHOOL by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$2,587,123$2,555,806$31,317$4,300,210$1,174,895$3,125,315
June 30, 2024990$2,433,460$2,439,590-$6,130$4,169,985$1,130,971$3,039,014
June 30, 2023990$3,034,193$2,186,343$847,850$4,103,115$1,114,572$2,988,543
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$217,933
of which government grants
$129,310
Program service revenue
$2,284,734
Investment income
$82,158
Other revenue
$2,298

Expenses

Grants and similar amounts paid
$0
Other salaries and wages
$1,638,541
Salaries, compensation and benefits (total)
$1,959,590
Professional fundraising fees
$0
Accounting fees
$36,240
Occupancy
$132,129
Depreciation
$103,442
Program services (functional)
$2,213,364
Management and general (functional)
$333,763
Fundraising (functional)
$8,679

Balance sheet and other

Total assets, start of year
$4,169,985
Total assets, end of year
$4,300,210
Total liabilities, end of year
$1,174,895
Net assets, end of year
$3,125,315
Land, buildings and equipment
$1,672,622
Publicly traded securities
$1,213,437
Net assets without donor restrictions
$3,125,315
Gross receipts
$2,587,123
Employees
36
Volunteers
100
Year formed
1987
State of legal domicile
AK

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.

NameTitleHours / weekCompensation
Laura RoarkExecutive Director
Trustee or director, Key employee
40$120,444
Michael JenksDirector
Trustee or director
2$0
Laura HeimlichDirector
Trustee or director
2$0
Jovana JankovicDirector
Trustee or director
2$0
Amanda SeethalerTreasurer
Trustee or director, Officer
2$0
Rachel WoodsSecretary
Trustee or director, Officer
2$0
Aaron SandoneChairperson
Trustee or director, Officer
4$0
Ronald McPhersonVice-Chair
Trustee or director, Officer
2$0
990 for the year ended June 30, 2024: 8 people
NameTitleHours / weekCompensation
Laura RoarkExecutive Director
Trustee or director, Key employee
0$0
Aliki JoannidesDirector
Trustee or director
2$0
Jovana JankovicDirector
Trustee or director
2$0
Michael JenksDirector
Trustee or director
2$0
Ronald McPhersonVice-Chair
Trustee or director, Officer
2$0
Amanda SeethalerTreasurer
Trustee or director, Officer
2$0
Rachel WoodsSecretary
Trustee or director, Officer
2$0
Aaron SandoneChairperson
Trustee or director, Officer
4$0
990 for the year ended June 30, 2023: 8 people
NameTitleHours / weekCompensation
Aliki JoannidesDirector
Trustee or director
2$0
Laura RoarkEx Officio
Trustee or director
2$0
Ronald McPhersonDirector
Trustee or director
2$0
Amanda SeethalerDirector
Trustee or director
2$0
Michael JenksDirector
Trustee or director
2$0
Rachel WoodsDirector
Trustee or director
2$0
Lucas MeffordTreasurerVice President
Trustee or director, Officer
2$0
Aaron SandoneChairperson
Trustee or director, Officer
4$0

Address and contacts

Address (IRS master file)
5001 NORTHWOOD DR, ANCHORAGE, AK 99517-3147
In care of
% LAURA ROARK
Principal officer (990 for 2024)
Aaron Sandone, 5001 Northwood Drive, Anchorage, AK 99517
Signed the 990
LAURA ROARK, Executive Director
Phone
(907) 276-2240
Return prepared by
Hutchings & Associates CPAs

Mission

See Schedule O

990 for the year ended June 30, 2025

Program accomplishments

  • Anchorage Montessori School (AMS) offers educational opportunities for students ranging from 19 months through 12 years of age. *Toddler (19 months - 3 years) AM, PM and full day classes. *Primary (3-6 years) AM, PM, and school day classes. In the third year, students of five to six years are engaged in an extended day of challenging academic explorations and advanced lesson extensions with their guide in preparation for Elementary I. * Lower Elementary - (6-9 years) School day classes and Afternoon Enrichment programs. * Upper Elementary - (9-12 years) School day classes and Afternoon Enrichment programs Additionally, AMS continues to expand a community outreach program, which includes student led outreach initiatives to support other local and national charities like Beans Cafe, The Childrens Lunchbox and Pennies for Patients, to name a few.
    Expenses $2,213,364 · revenue $2,284,734

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 yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
92-0063628
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
1978
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$4,300,210
Income (IRS master file)
$2,587,123

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$2,587,123$2,555,806$4,300,210XML
990June 2024$2,433,460$2,439,590$4,169,985XML
990June 2023$3,034,193$2,186,343$4,103,115XML
990June 2022$2,157,636$1,885,498$3,356,729IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS
990June 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 92-0063628).

Questions about ANCHORAGE MONTESSORI SCHOOL

What is the EIN of ANCHORAGE MONTESSORI SCHOOL?
The employer identification number (EIN) of ANCHORAGE MONTESSORI SCHOOL is 92-0063628.
Is ANCHORAGE MONTESSORI SCHOOL tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1978.
Are donations to ANCHORAGE MONTESSORI SCHOOL tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does ANCHORAGE MONTESSORI 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 ANCHORAGE MONTESSORI 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 ANCHORAGE MONTESSORI 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 ANCHORAGE MONTESSORI SCHOOL?
The 990 for the year ended June 30, 2025 names Aaron Sandone.
Who are the officers and directors of ANCHORAGE MONTESSORI SCHOOL?
The 990 for the year ended June 30, 2025 lists 8 people; 1 received compensation from the organization, the highest $120,444 (Laura Roark, Executive Director).
How much revenue does ANCHORAGE MONTESSORI SCHOOL have?
On its 990 for the year ended June 30, 2025 it reported revenue of $2,587,123, expenses of $2,555,806 and total assets of $4,300,210 at year end.

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