Nonprofit · EIN 93-0954555
MONTESSORI SCHOOL OF BEAVERTON LTD
Tax-exempt · PORTLAND, OR 97229
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $2,643,691 | $2,405,926 | $237,765 | $5,962,056 | $1,884,154 | $4,077,902 |
| June 30, 2024 | 990 | $2,569,774 | $2,229,461 | $340,313 | $5,795,551 | $1,955,414 | $3,840,137 |
| June 30, 2023 | 990 | $2,242,458 | $2,027,384 | $215,074 | $5,506,759 | $2,006,935 | $3,499,824 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $94,298
- of which government grants
- $94,298
- Program service revenue
- $2,409,667
- Investment income
- $96,734
- Net income from fundraising events
- $37,420
- Other revenue
- $42,992
Expenses
- Grants and similar amounts paid
- $14,176
- Compensation of officers, directors and key employees
- $171,166
- Other salaries and wages
- $1,265,314
- Salaries, compensation and benefits (total)
- $1,681,831
- Professional fundraising fees
- $0
- Occupancy
- $109,333
- Depreciation
- $140,010
- Program services (functional)
- $1,601,171
- Management and general (functional)
- $705,460
- Fundraising (functional)
- $99,295
Balance sheet and other
- Total assets, start of year
- $5,795,551
- Total assets, end of year
- $5,962,056
- Total liabilities, end of year
- $1,884,154
- Net assets, end of year
- $4,077,902
- Land, buildings and equipment
- $2,868,584
- Net assets without donor restrictions
- $4,029,020
- Net assets with donor restrictions
- $48,882
- Gross receipts
- $2,701,013
- Employees
- 33
- Volunteers
- 30
- Year formed
- 1977
- State of legal domicile
- OR
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 |
|---|---|---|---|---|
| CATHY SWAN | HEAD OF SCHOOL Officer | 40 | $150,763 | $13,627 |
| JEFF PETRILLO | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| SARAH GILLETTE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| SHAUNA PETTIT-BROWN | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| MATT SHIPLEY | VICE PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| ERIC THOMPSON | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| LUISA PONZI | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| JANE FORESTER | PAST PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
990 for the year ended June 30, 2024: 7 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| CATHY SWAN | HEAD OF SCHOOL Officer | 40 | $142,592 | $11,171 |
| JEFF PETRILLO | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| MATT SHIPLEY | MEMBER Trustee or director | 2 | $0 | $0 |
| LUISA PONZI | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| JANE FOERSTER | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| SHAUNA PETTIT-BROWN | VICE-PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| ERIC THOMPSON | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
990 for the year ended June 30, 2023: 8 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| CATHY SWAN | HEAD OF SCHOOL Key employee | 40 | $138,080 | $11,733 |
| JEFF PETRILLO | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| ERIC THOMPSON | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| LUISA PONZI | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| COOPER ROACH | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| JANE FOERSTER | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| MICHAEL BARTON | VICE-PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| SHAUNA PETTIT-BROWN | TREASURERSECRETARY Trustee or director, Officer | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 11065 NW CRYSTAL CREEK LN, PORTLAND, OR 97229-4295
- In care of
- % CATHY SWAN
- Principal officer (990 for 2024)
- SHAUNA PETTIT-BROWN, 11065 NW CRYSTAL CREEK LANE, PORTLAND, OR 97229
- Signed the 990
- CATHY SWAN, HEAD OF SCHOOL
- Phone
- (503) 439-1597
- Return prepared by
- PAULY ROGERS & CO PC
Mission
TO ASSIST EACH STUDENT TO REACH HIS OR HER FULLEST POTENTIAL WITH A LOVE OF LEARNING & A PROFOUND SENSE OF IMPORTANCE OF HIS OR HER CONTRIBUTION TO THE WORLD USING THE EDUCATION METHOD & PHILOSOPHIES OF DR. MARIA MONTESSORI.
Program accomplishments
- PROVIDED MONTESSORI EDUCATION FOR 177 STUDENTS.Expenses $1,601,171
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
- 93-0954555
- 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
- 1988
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B200)
- Assets (IRS master file)
- $5,962,056
- Income (IRS master file)
- $2,701,013
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $2,643,691 | $2,405,926 | $5,962,056 | XML |
| 990 | June 2024 | $2,569,774 | $2,229,461 | $5,795,551 | XML |
| 990 | June 2023 | $2,242,458 | $2,027,384 | $5,506,759 | XML |
| 990 | June 2022 | $2,214,900 | $1,870,427 | $5,342,148 | 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 93-0954555).
Questions about MONTESSORI SCHOOL OF BEAVERTON LTD
- What is the EIN of MONTESSORI SCHOOL OF BEAVERTON LTD?
- The employer identification number (EIN) of MONTESSORI SCHOOL OF BEAVERTON LTD is 93-0954555.
- Is MONTESSORI SCHOOL OF BEAVERTON LTD tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1988.
- Are donations to MONTESSORI SCHOOL OF BEAVERTON LTD tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MONTESSORI SCHOOL OF BEAVERTON LTD 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 SCHOOL OF BEAVERTON LTD 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 SCHOOL OF BEAVERTON LTD 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 SCHOOL OF BEAVERTON LTD?
- The 990 for the year ended June 30, 2025 names SHAUNA PETTIT-BROWN.
- Who are the officers and directors of MONTESSORI SCHOOL OF BEAVERTON LTD?
- The 990 for the year ended June 30, 2025 lists 8 people; 1 received compensation from the organization, the highest $150,763 (CATHY SWAN, HEAD OF SCHOOL).
- How much revenue does MONTESSORI SCHOOL OF BEAVERTON LTD have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $2,643,691, expenses of $2,405,926 and total assets of $5,962,056 at year end.
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