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The Montessori School

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Details

According to its July 2023 tax filing, this nonprofit:

Operated a school
Organization is a school. Details are reported on Schedule E.

Summary charts: organization finances over time

Revenue
$2.32M (2023)

Expenses
$1.91M (2023)

Total Assets
$4.96M (2023)

Total Liabilities
$1.82M (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending July
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,319,223
Expenses
$1,910,080
Net Income
$409,143
Net Assets
$3,137,327
Notable Sources of Revenue Percent of Total Revenue
Contributions $158,229
6.8%
Program Services $2,081,882
89.8%
Investment Income $54,093
2.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $25,019
1.1%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $140,059
7.3%
Professional Fundraising Fees $0
Other Salaries and Wages $635,379
33.3%
Assets/Debt
Total Assets $4,962,113
Total Liabilities $1,824,786
Net Assets $3,137,327
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Jon Alden (Head Of School) $140,059 $0 $0
Rachel Shearon (Chair) $0 $0 $0
Sue Zaharchuk (Director) $0 $0 $0
Brittany Shearon (Director) $0 $0 $0
Marjorie Horton (Director) $0 $0 $0
Guangkai Shi (Vice Chair) $0 $0 $0
Dareus Conover (Secretary Treasurer) $0 $0 $0
Sophie Oh (Director) $0 $0 $0
Nancy Chacko (Director) $0 $0 $0
Fran Garritt (Director) $0 $0 $0

Document Links

Fiscal Year Ending July
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,413,265
Expenses
$2,010,853
Net Income
$402,412
Net Assets
$2,714,415
Notable Sources of Revenue Percent of Total Revenue
Contributions $242,738
10.1%
Program Services $1,873,455
77.6%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $297,072
12.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $125,843
6.3%
Professional Fundraising Fees $0
Other Salaries and Wages $795,714
39.6%
Assets/Debt
Total Assets $4,767,232
Total Liabilities $2,052,817
Net Assets $2,714,415
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Laura Stulb (Head Of School) $125,843 $0 $0
Rachel Shearon (Chair) $0 $0 $0
Sue Zaharchuk (Vice Chair) $0 $0 $0
Brittany Shearon (Secretary) $0 $0 $0
Ngoc Tran (Treasurer) $0 $0 $0
Marjorie Horton (Director) $0 $0 $0
Guangkai Shi (Director) $0 $0 $0
Dareus Conover (Director) $0 $0 $0

Document Links

Fiscal Year Ending July
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,144,307
Expenses
$1,905,506
Net Income
$238,801
Net Assets
$2,383,194
Notable Sources of Revenue Percent of Total Revenue
Contributions $182,299
8.5%
Program Services $1,634,095
76.2%
Investment Income $36,813
1.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $291,100
13.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $124,623
6.5%
Professional Fundraising Fees $0
Other Salaries and Wages $779,237
40.9%
Assets/Debt
Total Assets $4,911,514
Total Liabilities $2,528,320
Net Assets $2,383,194
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Laura Stulb (Head Of School) $124,623 $0 $0
Karen Walsh (Chair) $0 $0 $0
Sue Zaharchuk (Vice Chair) $0 $0 $0
Brittany Shearon (Director) $0 $0 $0
Marjorie Horton (Director) $0 $0 $0
Ngoc Tran (Treasurer) $0 $0 $0
Guangkai Shi (Director) $0 $0 $0
Rachel Shearon (Director) $0 $0 $0

Document Links

Fiscal Year Ending July
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,506,191
Expenses
$2,389,688
Net Income
$116,503
Net Assets
$2,144,393
Notable Sources of Revenue Percent of Total Revenue
Contributions $111,334
4.4%
Program Services $2,341,002
93.4%
Investment Income $52,993
2.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $862
0.0%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $124,645
5.2%
Professional Fundraising Fees $0
Other Salaries and Wages $1,104,820
46.2%
Assets/Debt
Total Assets $4,723,954
Total Liabilities $2,579,561
Net Assets $2,144,393
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Laura Stulb (Head Of School) $124,645 $0 $0
Karen Walsh (Chair) $0 $0 $0
Sue Zaharchuk (Vice Chair) $0 $0 $0
Julia Levin (Secretary) $0 $0 $0
Kimberly Burke (Director) $0 $0 $0
Marjorie Horton (Director) $0 $0 $0
Ngoc Tran (Treasurer) $0 $0 $0
Rashida Welbeck (Director) $0 $0 $0
Rachel Shearon (Director) $0 $0 $0

Document Links

Fiscal Year Ending July
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,583,870
Expenses
$2,510,220
Net Income
$73,650
Net Assets
$2,027,890
Notable Sources of Revenue Percent of Total Revenue
Contributions $205,812
8.0%
Program Services $2,294,077
88.8%
Investment Income $66,684
2.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $17,297
0.7%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $123,916
4.9%
Professional Fundraising Fees $0
Other Salaries and Wages $1,167,085
46.5%
Assets/Debt
Total Assets $4,541,328
Total Liabilities $2,513,438
Net Assets $2,027,890
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Laura Stulb (Head Of School) $123,916 $0 $0
Julia Levin (Secretary) $0 $0 $0
Karen Walsh (Chair) $0 $0 $0
Ngoc Tran (Treasurer) $0 $0 $0
Sue Zaharchuk (Vice Chair) $0 $0 $0
Rashida Welbeck (Board Member) $0 $0 $0
Majorie Horjon (Board Member) $0 $0 $0
Kimberly Burke (Board Member) $0 $0 $0
Rachel Shearon (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending July
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,553,676
Expenses
$2,359,763
Net Income
$193,913
Net Assets
$1,954,240
Notable Sources of Revenue Percent of Total Revenue
Contributions $169,862
6.7%
Program Services $2,320,201
90.9%
Investment Income $9,262
0.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $18,402
0.7%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $35,949
1.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $129,595
5.5%
Professional Fundraising Fees $0
Other Salaries and Wages $1,083,545
45.9%
Assets/Debt
Total Assets $4,983,667
Total Liabilities $3,029,427
Net Assets $1,954,240
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Laura Stulb (Head Of School) $114,981 $0 $12,970
Julia Levin (Secretary) $0 $0 $0
Shane Koshy (Board Member) $0 $0 $0
Sean Cook (Past Chair) $0 $0 $0
Karen Walsh (Chair) $0 $0 $0
Diana Shi (Board Member) $0 $0 $0
Elizabeth Sawyer (Board Member) $0 $0 $0
Ngoc Tran (Board Member) $0 $0 $0
Sue Mahoney (Treasurer) $0 $0 $0
Sue Zaharchuk (Vice Chair) $0 $0 $0
Tai Chang (Board Member) $0 $0 $0
Phoenix Wang (Board Member) $0 $0 $0
Rashida Welbeck (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending July
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,371,335
Expenses
$2,339,555
Net Income
$31,780
Net Assets
$1,760,732
Notable Sources of Revenue Percent of Total Revenue
Contributions $89,390
3.8%
Program Services $2,231,008
94.1%
Investment Income $3,521
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $20,322
0.9%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $25,376
1.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $123,111
5.3%
Professional Fundraising Fees $0
Other Salaries and Wages $1,066,739
45.6%
Assets/Debt
Total Assets $4,609,394
Total Liabilities $2,848,662
Net Assets $1,760,732
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Laura Stulb (Head Of School) $110,725 $0 $12,893
Julia Levin (Sec Retary) $0 $0 $0
Tracy Sandmeyer (B Oard Member) $0 $0 $0
Sean Cook (Past Chair) $0 $0 $0
Karen Walsh (Chair) $0 $0 $0
Purvi Farahi (Board Member) $0 $0 $0
Elizabeth Sawyer (Board Member) $0 $0 $0
Jeff Adams (Boar D Member) $0 $0 $0
Sue Mahoney (Treasurer) $0 $0 $0
Sue Zaharchuk (Vice Chair) $0 $0 $0
Tai Chang (Boar D Member) $0 $0 $0
Jennifer Agular (Bo Ard Member) $0 $0 $0

Document Links

Fiscal Year Ending July
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,549,966
Expenses
$2,410,254
Net Income
$139,712
Net Assets
$1,728,968
Notable Sources of Revenue Percent of Total Revenue
Contributions $105,480
4.1%
Program Services $2,397,346
94.0%
Investment Income $879
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $16,599
0.7%
Sales of Assets -$92
Net Inventory Sales $0
Other Revenue $29,744
1.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $121,465
5.0%
Professional Fundraising Fees $0
Other Salaries and Wages $1,074,238
44.6%
Assets/Debt
Total Assets $5,111,953
Total Liabilities $3,382,985
Net Assets $1,728,968
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Laura Stulb (Head Of School) $107,416 $0 $12,390
Julia Levin (Secretary) $0 $0 $0
Larry Chapman (Board Member) $0 $0 $0
Tracy Sandmeyer (Board Member) $0 $0 $0
Sean Cook (Past Chair) $0 $0 $0
Ronald Moore (Board Member) $0 $0 $0
Bill Kasenchar (Treasurer) $0 $0 $0
Karen Walsh (Chair) $0 $0 $0
Purvi Farahi (Board Member) $0 $0 $0
Elizabeth Sawyer (Board Member) $0 $0 $0
Jeff Adams (Board Member) $0 $0 $0
Sue Mahoney (Vice Chair) $0 $0 $0
Sue Zaharchuk (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending July
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,639,243
Expenses
$2,065,625
Net Income
$573,618
Net Assets
$1,589,188
Notable Sources of Revenue Percent of Total Revenue
Contributions $363,952
13.8%
Program Services $2,286,410
86.6%
Investment Income $151
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $8,017
0.3%
Sales of Assets -$57,022
Net Inventory Sales $0
Other Revenue $32,095
1.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $118,404
5.7%
Professional Fundraising Fees $0
Other Salaries and Wages $960,522
46.5%
Assets/Debt
Total Assets $4,391,473
Total Liabilities $2,802,285
Net Assets $1,589,188
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Laura Stulb (Head Of School) $104,288 $0 $12,103
Julia Levin (Secretary) $0 $0 $0
Larry Chapman (Board Member) $0 $0 $0
Tracy Sandmeyer (Past Chair) $0 $0 $0
Sean Cook (Chair) $0 $0 $0
Ronald Moore (Board Member) $0 $0 $0
Bill Kasenchar (Treasurer) $0 $0 $0
Karen Walsh (Board Member) $0 $0 $0
Purvi Farahi (Board Member) $0 $0 $0
Elizabeth Sawyer (Vice Chair) $0 $0 $0
Tiffany Boyd Hodgson (Board Member) $0 $0 $0
Jeff Adams (Board Member) $0 $0 $0
Sue Mahoney (Board Member) $0 $0 $0
Sue Zaharchuk (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending July
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,255,663
Expenses
$2,066,080
Net Income
$189,583
Net Assets
$1,015,566
Notable Sources of Revenue Percent of Total Revenue
Contributions $154,054
6.8%
Program Services $2,065,088
91.6%
Investment Income $21
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $6,930
0.3%
Sales of Assets -$574
Net Inventory Sales $0
Other Revenue $30,144
1.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $116,225
5.6%
Professional Fundraising Fees $0
Other Salaries and Wages $950,907
46.0%
Assets/Debt
Total Assets $3,626,739
Total Liabilities $2,611,173
Net Assets $1,015,566
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Laura Stulb (Head Of School) $101,364 $0 $11,705
Julia Levin (Board Member) $0 $0 $0
Larry Chapman (Board Member) $0 $0 $0
Tracy Sandmeyer (Past Chair) $0 $0 $0
Sean Cook (Chair) $0 $0 $0
Ronald Moore (Board Member) $0 $0 $0
Bill Kasenchar (Treasurer) $0 $0 $0
Karen Walsh (Board Member) $0 $0 $0
Linda White (Board Member) $0 $0 $0
Purvi Farahi (Board Member) $0 $0 $0
Darlene Miller (Board Member) $0 $0 $0
Traci Opdahi (Secretary) $0 $0 $0
Elizabeth Sawyer (Vice Chair) $0 $0 $0

Document Links

Fiscal Year Ending July
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,059,933
Expenses
$1,929,802
Net Income
$130,131
Net Assets
$825,763
Notable Sources of Revenue Percent of Total Revenue
Contributions $153,921
7.5%
Program Services $1,856,951
90.1%
Investment Income $79
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $3,398
0.2%
Net Fundraising $4,118
0.2%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $41,466
2.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $99,820
5.2%
Professional Fundraising Fees $0
Other Salaries and Wages $924,281
47.9%
Assets/Debt
Total Assets $3,278,234
Total Liabilities $2,452,471
Net Assets $825,763

Document Links

Fiscal Year Ending July
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,018,172
Expenses
$1,823,576
Net Income
$194,596
Net Assets
$694,480
Notable Sources of Revenue Percent of Total Revenue
Contributions $190,379
9.4%
Program Services $1,801,872
89.3%
Investment Income $71
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $5,338
0.3%
Net Fundraising -$6,189
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $24,213
1.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $94,574
5.2%
Professional Fundraising Fees $0
Other Salaries and Wages $892,538
48.9%
Assets/Debt
Total Assets $3,173,531
Total Liabilities $2,479,051
Net Assets $694,480

Document Links

Fiscal Year Ending July
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,870,675
Expenses
$1,785,111
Net Income
$85,564
Net Assets
$511,258
Notable Sources of Revenue Percent of Total Revenue
Contributions $176,111
9.4%
Program Services $1,669,620
89.3%
Investment Income $62
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $4,110
0.2%
Net Fundraising $14,998
0.8%
Sales of Assets -$8,011
Net Inventory Sales $0
Other Revenue $12,975
0.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $89,574
5.0%
Professional Fundraising Fees $0
Other Salaries and Wages $862,913
48.3%
Assets/Debt
Total Assets $3,295,792
Total Liabilities $2,784,534
Net Assets $511,258

Document Links

Fiscal Year Ending July
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending July
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending July
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending July
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending July
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending July
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending July
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending July
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending July
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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