Nonprofit · EIN 92-0063628
ANCHORAGE MONTESSORI SCHOOL
Tax-exempt · ANCHORAGE, AK 99517
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $2,587,123 | $2,555,806 | $31,317 | $4,300,210 | $1,174,895 | $3,125,315 |
| June 30, 2024 | 990 | $2,433,460 | $2,439,590 | -$6,130 | $4,169,985 | $1,130,971 | $3,039,014 |
| June 30, 2023 | 990 | $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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Laura Roark | Executive Director Trustee or director, Key employee | 40 | $120,444 |
| Michael Jenks | Director Trustee or director | 2 | $0 |
| Laura Heimlich | Director Trustee or director | 2 | $0 |
| Jovana Jankovic | Director Trustee or director | 2 | $0 |
| Amanda Seethaler | Treasurer Trustee or director, Officer | 2 | $0 |
| Rachel Woods | Secretary Trustee or director, Officer | 2 | $0 |
| Aaron Sandone | Chairperson Trustee or director, Officer | 4 | $0 |
| Ronald McPherson | Vice-Chair Trustee or director, Officer | 2 | $0 |
990 for the year ended June 30, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Laura Roark | Executive Director Trustee or director, Key employee | 0 | $0 |
| Aliki Joannides | Director Trustee or director | 2 | $0 |
| Jovana Jankovic | Director Trustee or director | 2 | $0 |
| Michael Jenks | Director Trustee or director | 2 | $0 |
| Ronald McPherson | Vice-Chair Trustee or director, Officer | 2 | $0 |
| Amanda Seethaler | Treasurer Trustee or director, Officer | 2 | $0 |
| Rachel Woods | Secretary Trustee or director, Officer | 2 | $0 |
| Aaron Sandone | Chairperson Trustee or director, Officer | 4 | $0 |
990 for the year ended June 30, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Aliki Joannides | Director Trustee or director | 2 | $0 |
| Laura Roark | Ex Officio Trustee or director | 2 | $0 |
| Ronald McPherson | Director Trustee or director | 2 | $0 |
| Amanda Seethaler | Director Trustee or director | 2 | $0 |
| Michael Jenks | Director Trustee or director | 2 | $0 |
| Rachel Woods | Director Trustee or director | 2 | $0 |
| Lucas Mefford | TreasurerVice President Trustee or director, Officer | 2 | $0 |
| Aaron Sandone | Chairperson 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
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 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
- 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
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $2,587,123 | $2,555,806 | $4,300,210 | XML |
| 990 | June 2024 | $2,433,460 | $2,439,590 | $4,169,985 | XML |
| 990 | June 2023 | $3,034,193 | $2,186,343 | $4,103,115 | XML |
| 990 | June 2022 | $2,157,636 | $1,885,498 | $3,356,729 | 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 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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