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New Albany Montessori School

  • New Albany, OH
  • Tax-exempt since Oct. 2000
  • EIN: 31-1708037

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.

Category: Educational Institutions and Related Activities / Kindergarten, Preschool, Nursery School, Early Admissions (NTEE)

Donations to this organization are tax deductible.

Details

According to its June 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
$622k (2023)

Expenses
$567k (2023)

Total Assets
$871k (2023)

Total Liabilities
$315k (2023)

Source: Form 990 tax filings from 2012 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 June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$621,539
Expenses
$567,375
Net Income
$54,164
Net Assets
$555,980
Notable Sources of Revenue Percent of Total Revenue
Contributions $151,831
24.4%
Program Services $469,177
75.5%
Investment Income $3
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $528
0.1%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $177,194
31.2%
Professional Fundraising Fees $0
Other Salaries and Wages $183,794
32.4%
Assets/Debt
Total Assets $871,198
Total Liabilities $315,218
Net Assets $555,980
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Barbara Bach (Vice President) $89,944 $0 $0
Diane Spiezio (President) $87,250 $0 $0
Scott Murray (Treasurer) $0 $0 $0
Fred Rutz (Trustee) $0 $0 $0
Judy Cornell (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on May 9, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$582,614
Expenses
$556,512
Net Income
$26,102
Net Assets
$501,817
Notable Sources of Revenue Percent of Total Revenue
Contributions $40,881
7.0%
Program Services $541,717
93.0%
Investment Income $3
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $13
0.0%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $171,328
30.8%
Professional Fundraising Fees $0
Other Salaries and Wages $205,436
36.9%
Assets/Debt
Total Assets $839,274
Total Liabilities $337,457
Net Assets $501,817
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Barbara Bach (Vice President) $86,314 $0 $0
Diane Spiezio (President) $85,014 $0 $0
Scott Murray (Treasurer) $0 $0 $0
Fred Rutz (Trustee) $0 $0 $0
Judy Cornell (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on May 15, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$603,579
Expenses
$538,162
Net Income
$65,417
Net Assets
$475,715
Notable Sources of Revenue Percent of Total Revenue
Contributions $111,937
18.5%
Program Services $484,544
80.3%
Investment Income $3
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $354
0.1%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $6,741
1.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $166,988
31.0%
Professional Fundraising Fees $0
Other Salaries and Wages $196,962
36.6%
Assets/Debt
Total Assets $854,495
Total Liabilities $378,780
Net Assets $475,715
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Barbara Bach (Vice President) $82,005 $0 $4,537
Diane Spiezio (President) $80,445 $0 $0
Scott Murray (Treasurer) $0 $0 $0
Fred Rutz (Trustee) $0 $0 $0
Judy Cornell (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on March 24, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$576,283
Expenses
$552,752
Net Income
$23,531
Net Assets
$410,297
Notable Sources of Revenue Percent of Total Revenue
Contributions $674
0.1%
Program Services $573,345
99.5%
Investment Income $16
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $2,248
0.4%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $179,327
32.4%
Professional Fundraising Fees $0
Other Salaries and Wages $208,523
37.7%
Assets/Debt
Total Assets $828,510
Total Liabilities $418,213
Net Assets $410,297
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Barb Johnston (Vice President) $88,175 $0 $4,537
Diane Spiezio (President) $86,615 $0 $0
Scott Murray (Treasurer) $0 $0 $0
Fred Rutz (Trustee) $0 $0 $0
Judy Cornell (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on May 17, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$516,112
Expenses
$544,676
Net Income
-$28,564
Net Assets
$386,766
Notable Sources of Revenue Percent of Total Revenue
Contributions $959
0.2%
Program Services $514,506
99.7%
Investment Income $35
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $612
0.1%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $179,327
32.9%
Professional Fundraising Fees $0
Other Salaries and Wages $175,719
32.3%
Assets/Debt
Total Assets $853,117
Total Liabilities $466,351
Net Assets $386,766
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Barb Johnston (Vice President) $88,175 $0 $4,537
Diane Spiezio (President) $86,615 $0 $0
Scott Murray (Treasurer) $0 $0 $0
Fred Rutz (Trustee) $0 $0 $0
Judy Cornell (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Feb. 19, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$533,652
Expenses
$541,982
Net Income
-$8,330
Net Assets
$415,330
Notable Sources of Revenue Percent of Total Revenue
Contributions $998
0.2%
Program Services $531,850
99.7%
Investment Income $38
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $766
0.1%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $177,042
32.7%
Professional Fundraising Fees $0
Other Salaries and Wages $207,429
38.3%
Assets/Debt
Total Assets $906,381
Total Liabilities $491,051
Net Assets $415,330
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Diane Spiezio (President) $76,810 $0 $11,402
Barb Johnston (Vice President) $76,810 $0 $12,020
Scott Murray (Treasurer) $0 $0 $0
Fred Rutz (Trustee) $0 $0 $0
Judy Cornell (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on April 10, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$630,064
Expenses
$613,428
Net Income
$16,636
Net Assets
$423,660
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,771
0.4%
Program Services $626,458
99.4%
Investment Income $45
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $790
0.1%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $177,042
28.9%
Professional Fundraising Fees $0
Other Salaries and Wages $237,869
38.8%
Assets/Debt
Total Assets $959,685
Total Liabilities $536,025
Net Assets $423,660
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Diane Spiezio (President) $76,810 $0 $11,402
Barb Johnston (Vice President) $76,810 $0 $12,020
Scott Murray (Treasurer) $0 $0 $0
Fred Rutz (Trustee) $0 $0 $0
Judy Cornell (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on May 15, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$495,241
Expenses
$529,612
Net Income
-$34,371
Net Assets
$407,024
Notable Sources of Revenue Percent of Total Revenue
Contributions $9,755
2.0%
Program Services $484,003
97.7%
Investment Income $58
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $1,425
0.3%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $171,776
32.4%
Professional Fundraising Fees $0
Other Salaries and Wages $205,656
38.8%
Assets/Debt
Total Assets $992,722
Total Liabilities $585,698
Net Assets $407,024
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Diane Spiezio (President) $76,810 $0 $8,904
Barb Johnston (Vice President) $76,810 $0 $9,252
Scott Murray (Treasurer) $0 $0 $0
Fred Rutz (Trustee) $0 $0 $0
Judy Cornell (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Feb. 1, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$536,251
Expenses
$550,388
Net Income
-$14,137
Net Assets
$441,395
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,169
0.4%
Program Services $533,176
99.4%
Investment Income $123
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $783
0.1%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $183,730
33.4%
Professional Fundraising Fees $0
Other Salaries and Wages $194,258
35.3%
Assets/Debt
Total Assets $1,000,295
Total Liabilities $558,900
Net Assets $441,395
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Diane Spiezio (President) $85,060 $0 $6,459
Barb Johnston (Vice President) $85,060 $0 $7,151
Scott Murray (Treasurer) $0 $0 $0
Fred Rutz (Trustee) $0 $0 $0
Judy Cornell (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Feb. 1, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$557,430
Expenses
$549,290
Net Income
$8,140
Net Assets
$455,532
Notable Sources of Revenue Percent of Total Revenue
Contributions $10,271
1.8%
Program Services $508,781
91.3%
Investment Income $194
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $38,184
6.9%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $215,256
39.2%
Professional Fundraising Fees $0
Other Salaries and Wages $170,966
31.1%
Assets/Debt
Total Assets $1,096,605
Total Liabilities $641,073
Net Assets $455,532
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Barb Johnston (Vice President) $88,953 $0 $19,953
Diane Spiezio (President) $88,921 $0 $17,429
Scott Murray (Treasurer) $0 $0 $0
Fred Rutz (Trustee) $0 $0 $0
Judy Cornell (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 11, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$577,447
Expenses
$537,204
Net Income
$40,243
Net Assets
$447,392
Notable Sources of Revenue Percent of Total Revenue
Contributions $3,302
0.6%
Program Services $573,455
99.3%
Investment Income $231
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $459
0.1%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $166,174
30.9%
Professional Fundraising Fees $0
Other Salaries and Wages $193,291
36.0%
Assets/Debt
Total Assets $1,078,473
Total Liabilities $631,081
Net Assets $447,392

Document Links

990
Filed on Jan. 8, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$552,223
Expenses
$576,200
Net Income
-$23,977
Net Assets
$407,148
Notable Sources of Revenue Percent of Total Revenue
Contributions $15,752
2.9%
Program Services $512,234
92.8%
Investment Income $302
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $23,935
4.3%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $163,450
28.4%
Professional Fundraising Fees $0
Other Salaries and Wages $200,036
34.7%
Assets/Debt
Total Assets $1,114,651
Total Liabilities $707,503
Net Assets $407,148

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2011

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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
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

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

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.

Which Organizations Are Here?

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 »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

Byline

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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