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Westshore Montessori Association

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 / Elementary, Secondary Education, K - 12 (NTEE)

Donations to this organization are tax deductible.

Details

According to its June 2024 tax filing, this nonprofit:

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

Summary charts: organization finances over time

Revenue
$939k (2024)

Expenses
$952k (2024)

Total Assets
$700k (2024)

Total Liabilities
$112k (2024)

Source: Form 990 tax filings from 2011 to 2024

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
2024

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$939,433
Expenses
$951,905
Net Income
-$12,472
Net Assets
$587,081
Notable Sources of Revenue Percent of Total Revenue
Contributions $67,820
7.2%
Program Services $848,831
90.4%
Investment Income $8,721
0.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $8,251
0.9%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $5,810
0.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $99,734
10.5%
Professional Fundraising Fees $0
Other Salaries and Wages $485,647
51.0%
Assets/Debt
Total Assets $699,517
Total Liabilities $112,436
Net Assets $587,081
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Diana Betts (Trustee Di) $99,734 $0 $0
Christopher Muller (President) $0 $0 $0
Charlotte Von Oppen (Vice Preside) $0 $0 $0
Nicole Gipson (Secretary) $0 $0 $0
Dan Mikhno (Treasurer) $0 $0 $0
Brittney Nazarrio (Trustee) $0 $0 $0
Sharon Bahnu (Trustee) $0 $0 $0
Matt Defaveri (Trustee) $0 $0 $0
Ryan Lashaway (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,127,262
Expenses
$1,015,865
Net Income
$111,397
Net Assets
$599,553
Notable Sources of Revenue Percent of Total Revenue
Contributions $226,100
20.1%
Program Services $878,791
78.0%
Investment Income $5,787
0.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $10,444
0.9%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $6,140
0.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $99,719
9.8%
Professional Fundraising Fees $0
Other Salaries and Wages $508,722
50.1%
Assets/Debt
Total Assets $735,776
Total Liabilities $136,223
Net Assets $599,553
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Diana Betts (Trustee Di) $99,719 $0 $0
Christopher Muller (President) $0 $0 $0
Carolyn Mcneeley (Treasurer) $0 $0 $0
Nicole Gipson (Secretary) $0 $0 $0
Gregory Johnson (Trustee) $0 $0 $0
Daniel Mikhno (Trustee) $0 $0 $0
Charlotte Von Oppen (Vice Preside) $0 $0 $0

Document Links

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,084,392
Expenses
$956,454
Net Income
$127,938
Net Assets
$488,156
Notable Sources of Revenue Percent of Total Revenue
Contributions $202,688
18.7%
Program Services $871,701
80.4%
Investment Income -$2,736
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $8,190
0.8%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $4,549
0.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $113,930
11.9%
Professional Fundraising Fees $0
Other Salaries and Wages $448,856
46.9%
Assets/Debt
Total Assets $638,834
Total Liabilities $150,678
Net Assets $488,156
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Diana Betts (Trustee Di) $113,930 $0 $0
Christian Giardini (President) $0 $0 $0
Carolyn Mcneeley (Treasurer) $0 $0 $0
Nicole Gipson (Secretary) $0 $0 $0
Christopher Muller (Trustee) $0 $0 $0
Gregory Johnson (Trustee) $0 $0 $0
Daniel Mikhno (Trustee) $0 $0 $0
Charlotte Von Oppen (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$687,592
Expenses
$575,250
Net Income
$112,342
Net Assets
$360,218
Notable Sources of Revenue Percent of Total Revenue
Contributions $87,836
12.8%
Program Services $536,897
78.1%
Investment Income $4,660
0.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $13,734
2.0%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $44,465
6.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $75,836
13.2%
Professional Fundraising Fees $0
Other Salaries and Wages $272,606
47.4%
Assets/Debt
Total Assets $624,541
Total Liabilities $264,323
Net Assets $360,218
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Diana Betts (Trustee Di) $75,836 $0 $0
Christian Giardini (President) $0 $0 $0
Jennifer Kegyes (Vice Preside) $0 $0 $0
John Brickel (Treasurer) $0 $0 $0
Carolyn Ncneeley (Secretary) $0 $0 $0
Taylor Pedone (Trustee) $0 $0 $0
Gregory Johnson (Trustee) $0 $0 $0
Matthew Tuskan (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$586,406
Expenses
$569,666
Net Income
$16,740
Net Assets
$247,876
Notable Sources of Revenue Percent of Total Revenue
Contributions $10,951
1.9%
Program Services $548,918
93.6%
Investment Income $1,813
0.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $20,188
3.4%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $4,536
0.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $74,564
13.1%
Professional Fundraising Fees $0
Other Salaries and Wages $274,880
48.3%
Assets/Debt
Total Assets $403,391
Total Liabilities $155,515
Net Assets $247,876
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Diana Betts (Trustee Di) $74,564 $0 $0
Brendan Kelley (President) $0 $0 $0
Christian Giardini (Vice Preside) $0 $0 $0
John Brickel (Treasurer) $0 $0 $0
Jennifer Kegyes (Secretary) $0 $0 $0
Taylor Pedone (Trustee) $0 $0 $0
Gregory Johnson (Trustee) $0 $0 $0
Carolyn Mcneeley (Trustee) $0 $0 $0
Matthew Tuskan (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$698,236
Expenses
$722,364
Net Income
-$24,128
Net Assets
$231,136
Notable Sources of Revenue Percent of Total Revenue
Contributions $5,959
0.9%
Program Services $664,295
95.1%
Investment Income $2,893
0.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $19,389
2.8%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $5,700
0.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $76,710
10.6%
Professional Fundraising Fees $0
Other Salaries and Wages $342,173
47.4%
Assets/Debt
Total Assets $335,900
Total Liabilities $104,764
Net Assets $231,136
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Diana Betts (Trustee Di) $76,710 $0 $0
Brendan Kelley (President) $0 $0 $0
Christian Giardini (Vice Preside) $0 $0 $0
Matthew Tuskan (Treasurer) $0 $0 $0
Jennifer Kegyes (Secretary) $0 $0 $0
Jennifer Wilson (Trustee) $0 $0 $0
David Tobias (Trustee) $0 $0 $0
John Brickel (Trustee) $0 $0 $0
Adrienne Kirshner (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$698,351
Expenses
$691,997
Net Income
$6,354
Net Assets
$255,264
Notable Sources of Revenue Percent of Total Revenue
Contributions $12,515
1.8%
Program Services $662,011
94.8%
Investment Income $2,121
0.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $17,530
2.5%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $4,174
0.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $80,225
11.6%
Professional Fundraising Fees $0
Other Salaries and Wages $319,686
46.2%
Assets/Debt
Total Assets $374,688
Total Liabilities $119,424
Net Assets $255,264
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Diana Betts (Trustee Di) $80,223 $0 $0
Brendan Kelley (President) $0 $0 $0
Christian Giardini (Vice Preside) $0 $0 $0
Matthew Tuskan (Treasurer) $0 $0 $0
Mike Farley (Secretary) $0 $0 $0
Jen Wilson (Trustee) $0 $0 $0
Vijay Kakumanu (Trustee) $0 $0 $0
Craig Schultz (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$638,763
Expenses
$625,482
Net Income
$13,281
Net Assets
$248,910
Notable Sources of Revenue Percent of Total Revenue
Contributions $6,420
1.0%
Program Services $612,666
95.9%
Investment Income $1,741
0.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $13,734
2.2%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $4,202
0.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $65,598
10.5%
Professional Fundraising Fees $0
Other Salaries and Wages $279,825
44.7%
Assets/Debt
Total Assets $327,860
Total Liabilities $78,950
Net Assets $248,910
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Diana Betts (Trustee Di) $65,598 $0 $0
Lance Ambrose (President) $0 $0 $0
Christian Giardini (Vice Preside) $0 $0 $0
Craig Schultz (Treasurer) $0 $0 $0
Brendan Kelley (Secretary) $0 $0 $0
Todd Tucker (Trustee) $0 $0 $0
Randal Gay (Trustee) $0 $0 $0
Vijay Kakumanu (Trustee) $0 $0 $0
Matthew Tuskan (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$508,672
Expenses
$573,897
Net Income
-$65,225
Net Assets
$235,629
Notable Sources of Revenue Percent of Total Revenue
Contributions $12,752
2.5%
Program Services $484,270
95.2%
Investment Income $144
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $4,889
1.0%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $6,617
1.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $49,400
8.6%
Professional Fundraising Fees $0
Other Salaries and Wages $282,171
49.2%
Assets/Debt
Total Assets $313,067
Total Liabilities $77,438
Net Assets $235,629
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Diana Betts (Trustee Di) $49,400 $0 $0
Lance Ambrose (Trustee) $0 $0 $0
Todd Mesek (Trustee) $0 $0 $0
Todd Tucker (Trustee) $0 $0 $0
Randal Gay (Trustee) $0 $0 $0
Vijay Kakumanu (Trustee) $0 $0 $0
Veronica Lynaugh (Trustee) $0 $0 $0
Mark Johnson (President) $0 $0 $0
Jason Daniels (Vice Preside) $0 $0 $0
Craig Schultz (Treasurer) $0 $0 $0
Christian Giardini (Secretary) $0 $0 $0

Document Links

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$548,940
Expenses
$605,692
Net Income
-$56,752
Net Assets
$300,854
Notable Sources of Revenue Percent of Total Revenue
Contributions $18,459
3.4%
Program Services $519,891
94.7%
Investment Income $487
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $6,954
1.3%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $3,149
0.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $67,329
11.1%
Professional Fundraising Fees $0
Other Salaries and Wages $295,649
48.8%
Assets/Debt
Total Assets $431,431
Total Liabilities $130,577
Net Assets $300,854
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Beverly Davies (Trustee Di) $67,329 $0 $0
Sharon Blotzer (Trustee Te) $19,583 $0 $0
Craig Schultz (Treasurer) $0 $0 $0
Lance Ambrose (Trustee) $0 $0 $0
Jason Daniels (Trustee) $0 $0 $0
Christine Gigliotti (Trustee) $0 $0 $0
Chris Mcnally (Trustee) $0 $0 $0
Todd Mesek (Trustee) $0 $0 $0
Lisa Napoli (Trustee) $0 $0 $0
Daniel Ogilvy (Trustee) $0 $0 $0
Mark Johnson (President) $0 $0 $0
Todd Tucker (Vice Preside) $0 $0 $0
Jeannie Smith (Secretary) $0 $0 $0

Document Links

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$637,997
Expenses
$674,556
Net Income
-$36,559
Net Assets
$357,606
Notable Sources of Revenue Percent of Total Revenue
Contributions $16,810
2.6%
Program Services $602,829
94.5%
Investment Income $1,846
0.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $13,524
2.1%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $2,988
0.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $67,992
10.1%
Professional Fundraising Fees $0
Other Salaries and Wages $360,866
53.5%
Assets/Debt
Total Assets $475,937
Total Liabilities $118,331
Net Assets $357,606
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Beverly Davies (Trustee Di) $67,992 $0 $0
Sharon Blotzer (Trustee Te) $25,238 $0 $0
Craig Schultz (Treasurer) $0 $0 $0
Lance Ambrose (Trustee) $0 $0 $0
Jason Daniels (Trustee) $0 $0 $0
Christine Gigliotti (Trustee) $0 $0 $0
Chris Mcnally (Trustee) $0 $0 $0
Todd Mesek (Trustee) $0 $0 $0
Lisa Napoli (Trustee) $0 $0 $0
Daniel Ogilvy (Trustee) $0 $0 $0
Megan Sprenger (Trustee) $0 $0 $0
Mark Johnson (President) $0 $0 $0
Todd Tucker (Vice Preside) $0 $0 $0
Jeannie Smith (Secretary) $0 $0 $0

Document Links

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$679,953
Expenses
$663,952
Net Income
$16,001
Net Assets
$394,165
Notable Sources of Revenue Percent of Total Revenue
Contributions $20,914
3.1%
Program Services $639,734
94.1%
Investment Income $356
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $16,766
2.5%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $2,183
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $65,707
9.9%
Professional Fundraising Fees $0
Other Salaries and Wages $354,234
53.4%
Assets/Debt
Total Assets $517,319
Total Liabilities $123,154
Net Assets $394,165

Document Links

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$675,904
Expenses
$666,007
Net Income
$9,897
Net Assets
$377,490
Notable Sources of Revenue Percent of Total Revenue
Contributions $19,360
2.9%
Program Services $638,605
94.5%
Investment Income $345
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $16,392
2.4%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $1,202
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $67,707
10.2%
Professional Fundraising Fees $0
Other Salaries and Wages $329,814
49.5%
Assets/Debt
Total Assets $513,471
Total Liabilities $135,981
Net Assets $377,490

Document Links

Fiscal Year Ending June
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$670,869
Expenses
$711,380
Net Income
-$40,511
Net Assets
$367,901
Notable Sources of Revenue Percent of Total Revenue
Contributions $27,526
4.1%
Program Services $633,556
94.4%
Investment Income $1,536
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $7,778
1.2%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $473
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $65,407
9.2%
Professional Fundraising Fees $0
Other Salaries and Wages $378,526
53.2%
Assets/Debt
Total Assets $489,520
Total Liabilities $121,619
Net Assets $367,901

Document Links

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

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

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

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

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

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

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

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

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

Fiscal Year Ending June
2001

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.

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.

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