Nonprofit · EIN 95-4766819
OAK KNOLL MONTESSORI SCHOOL
Tax-exempt · PASADENA, CA 91104
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $3,776,558 | $3,212,517 | $564,041 | $1,358,940 | $469,484 | $889,456 |
| June 30, 2024 | 990 | $2,385,669 | $2,606,471 | -$220,802 | $720,221 | $394,810 | $325,411 |
| June 30, 2023 | 990 | $2,793,473 | $2,712,393 | $81,080 | $862,065 | $315,140 | $546,925 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $209,848
- of which government grants
- $35,000
- Program service revenue
- $2,682,311
- Investment income
- -$135,149
- Net gain from sales of assets
- -$145,011
- Net income from fundraising events
- $49,864
- Other revenue
- $1,019,548
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $196,484
- Other salaries and wages
- $1,415,437
- Salaries, compensation and benefits (total)
- $1,845,104
- Professional fundraising fees
- $0
- Legal fees
- $20,151
- Accounting fees
- $14,885
- Occupancy
- $414,401
- Travel
- $7,599
- Depreciation
- $18,655
- Program services (functional)
- $2,817,680
- Management and general (functional)
- $385,013
- Fundraising (functional)
- $9,824
Balance sheet and other
- Total assets, start of year
- $720,221
- Total assets, end of year
- $1,358,940
- Total liabilities, end of year
- $469,484
- Net assets, end of year
- $889,456
- Land, buildings and equipment
- $1,140,500
- Publicly traded securities
- $2,085
- Net assets without donor restrictions
- $889,456
- Gross receipts
- $3,939,389
- Employees
- 36
- Volunteers
- 20
- Year formed
- 1999
- State of legal domicile
- CA
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 |
|---|---|---|---|
| ALLWYN FITZPATRICK | HEAD OF SCHOOL | 40 | $196,484 |
| GABRIELLA AKANA | President Trustee or director, Officer | 1 | $0 |
| MICHELLE HIBBS | Vice President Trustee or director, Officer | 1 | $0 |
| JINA CHOI | Treasurer Trustee or director | 3 | $0 |
| RUPERT GRANT | Trustee Trustee or director | 1 | $0 |
| MIKE OSTROSKI | Trustee Trustee or director | 1 | $0 |
| CHRISTOPER STILL | Trustee Trustee or director | 1 | $0 |
| MOLLY YURCHAK | Secretary Trustee or director | 1 | $0 |
| WENDY M ANDERSON | Trustee Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARTHA GEORGIE | FORMER HEAD OF SCHOOL | 40 | $124,400 |
| ALLWYN FITZPATRICK | HEAD OF SCHOOL | 40 | $2,711 |
| GABRIELLA AKANA | Vice President Trustee or director, Officer | 1 | $0 |
| MICHELLE HIBBS | President Trustee or director, Officer | 1 | $0 |
| JINA CHOI | Treasurer Trustee or director | 3 | $0 |
| RUPERT GRANT | Trustee Trustee or director | 1 | $0 |
| MIKE OSTROSKI | Trustee Trustee or director | 1 | $0 |
| CHRISTOPER STILL | Trustee Trustee or director | 1 | $0 |
| MOLLY YURCHAK | Secretary Trustee or director | 1 | $0 |
| WENDY M ANDERSON | Trustee Trustee or director | 1 | $0 |
990 for the year ended June 30, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KIRA DONNELLY | HEAD OF SCHOOL | 40 | $126,874 |
| GABRIELLA AKANA | Secretary Trustee or director, Officer | 1 | $0 |
| CANDICE-LEIGH BAUMGARDNER | Vice President Trustee or director, Officer | 1 | $0 |
| WENDY DRISCOLL | Director Trustee or director | 1 | $0 |
| RUPERT GRANT | President Trustee or director, Officer | 1 | $0 |
| CYNTHIA ROWAND | Treasurer Trustee or director, Officer | 1 | $0 |
| CHRISTOPER STILL | Director Trustee or director | 1 | $0 |
| MOLLY YURCHAK | Director Trustee or director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 1200 N LAKE AVE, PASADENA, CA 91104-3744
- Principal officer (990 for 2024)
- GABRIELLA AKANA, 1200 N LAKE AVE, PASADENA, CA 91104
- Signed the 990
- GABRIELLA AKANA, President
- Phone
- (626) 345-9929
- Return prepared by
- Hoover Financial Consulting Inc
California records
California keeps its own records of charities and corporations. Search them by EIN 95-4766819 or by the name OAK KNOLL MONTESSORI SCHOOL.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
TO EDUCATE CHILDREN USING THE MONTESSORI METHOD OF LEARNING, TO INFORM FAMILIES ABOUT THE METHOD, AND TO INCREASE ACCESS TO MONTESSORI EDUCATION.
Program accomplishments
- THROUGH ITS NORMAL OPERATIONS THE SCHOOL WAS SUCCESSFUL IN EDUCATING CHILDREN USING THE MONTESSORI METHOD OF LEARNING, INFORMING FAMILIES ABOUT THE METHOD, AND INCREASING ACCESS TO MONTESSORI EDUCATION.Expenses $2,817,680
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
- 95-4766819
- 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
- 2000
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B21)
- Assets (IRS master file)
- $1,358,940
- Income (IRS master file)
- $3,939,389
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $3,776,558 | $3,212,517 | $1,358,940 | XML |
| 990 | June 2024 | $2,385,669 | $2,606,471 | $720,221 | IRS |
| 990 | June 2023 | $2,793,473 | $2,712,393 | $862,065 | XML |
| 990 | June 2022 | $2,030,474 | $1,991,545 | $2,357,807 | IRS |
| 990 | August 2021 | – | – | – | IRS |
| 990 | August 2020 | – | – | – | IRS |
| 990 | August 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 95-4766819).
Questions about OAK KNOLL MONTESSORI SCHOOL
- What is the EIN of OAK KNOLL MONTESSORI SCHOOL?
- The employer identification number (EIN) of OAK KNOLL MONTESSORI SCHOOL is 95-4766819.
- Is OAK KNOLL MONTESSORI SCHOOL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to OAK KNOLL MONTESSORI SCHOOL tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does OAK KNOLL 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 OAK KNOLL 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 OAK KNOLL 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 OAK KNOLL MONTESSORI SCHOOL?
- The 990 for the year ended June 30, 2025 names GABRIELLA AKANA.
- Who are the officers and directors of OAK KNOLL MONTESSORI SCHOOL?
- The 990 for the year ended June 30, 2025 lists 9 people; 1 received compensation from the organization, the highest $196,484 (ALLWYN FITZPATRICK, HEAD OF SCHOOL).
- How much revenue does OAK KNOLL MONTESSORI SCHOOL have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $3,776,558, expenses of $3,212,517 and total assets of $1,358,940 at year end.
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