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Montessori School Of Oakton Inc

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 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
$1.32M (2024)

Expenses
$1.35M (2024)

Total Assets
$683k (2024)

Total Liabilities
−$5.89k (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
$1,318,805
Expenses
$1,349,223
Net Income
-$30,418
Net Assets
$688,750
Notable Sources of Revenue Percent of Total Revenue
Contributions $26,481
2.0%
Program Services $1,290,835
97.9%
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 $1,489
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $289,752
21.5%
Professional Fundraising Fees $0
Other Salaries and Wages $537,723
39.9%
Assets/Debt
Total Assets $682,863
Total Liabilities -$5,887
Net Assets $688,750
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Carolyn Linke (President) $99,504 $0 $0
Britney Linke Taylor (Teacher) $59,584 $0 $0
Mary Young (Vice President) $56,080 $0 $0
Carmen Arenas (Trustee) $0 $0 $0
Mary Beth Humen (Trustee) $0 $0 $0
Susan Rehfield (Trustee) $0 $0 $0
Allison Fredrick Harteis (Trustee) $0 $0 $0
Lisa Banowit (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,344,006
Expenses
$1,177,889
Net Income
$166,117
Net Assets
$719,278
Notable Sources of Revenue Percent of Total Revenue
Contributions $44,302
3.3%
Program Services $1,299,583
96.7%
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 $121
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $259,636
22.0%
Professional Fundraising Fees $0
Other Salaries and Wages $433,978
36.8%
Assets/Debt
Total Assets $722,986
Total Liabilities $3,708
Net Assets $719,278
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Carolyn Linke (President) $91,212 $0 $0
Sara Shehadeh (Teacher) $66,337 $0 $0
Britney Linke Taylor (Teacher) $52,712 $0 $0
Mary Young (Vice President) $49,375 $0 $0
Mary Beth (Trustee) $0 $0 $0
Carmen Arenas (Trstee) $0 $0 $0
Alison Frederick Harteis (Trustee) $0 $0 $0
Lisa Banowit (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,674,434
Expenses
$1,221,989
Net Income
$452,445
Net Assets
$554,152
Notable Sources of Revenue Percent of Total Revenue
Contributions $217,800
13.0%
Program Services $1,256,109
75.0%
Investment Income $121
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $19,046
1.1%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $181,358
10.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $301,565
24.7%
Professional Fundraising Fees $0
Other Salaries and Wages $490,054
40.1%
Assets/Debt
Total Assets $711,457
Total Liabilities $157,305
Net Assets $554,152
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Carolyn Linke (President) $107,702 $0 $0
Sara Shehadeh (Teacher) $76,651 $0 $0
Britney Linke Taylor (Teacher) $62,045 $0 $0
Mary Young (Vice President) $56,625 $0 $0
Mary Beth Humen (Trustee) $0 $0 $0
Carmen Arenas (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,076,182
Expenses
$1,083,822
Net Income
-$7,640
Net Assets
$100,810
Notable Sources of Revenue Percent of Total Revenue
Contributions $12,900
1.2%
Program Services $883,295
82.1%
Investment Income $33
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $14,676
1.4%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $165,278
15.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $294,824
27.2%
Professional Fundraising Fees $0
Other Salaries and Wages $413,437
38.1%
Assets/Debt
Total Assets $436,661
Total Liabilities $335,851
Net Assets $100,810
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Carmen Arenas (Trustee) $0 $0 $0
Mary Beth Humen (Trustee) $0 $0 $0
Britney Linke Taylor (Teacher) $0 $0 $0
Carolyn Linke (President) $0 $0 $0
Mary Young (Vice President) $0 $0 $0
Shawna Kruse (Teacher) $0 $0 $0

Document Links

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$992,070
Expenses
$1,169,414
Net Income
-$177,344
Net Assets
$109,783
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $981,361
98.9%
Investment Income $41
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $10,001
1.0%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $667
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $349,071
29.9%
Professional Fundraising Fees $0
Other Salaries and Wages $274,312
23.5%
Assets/Debt
Total Assets $276,728
Total Liabilities $166,945
Net Assets $109,783
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Carolyn Linke (President) $0 $0 $0
Mary Young (Vice President) $0 $0 $0
Britney Linke Taylor (Teacher) $0 $0 $0
Carmen Arenas (Trustee) $0 $0 $0
Mary Beth Humen (Trustee) $0 $0 $0
Shawna Kruse (Teacher) $0 $0 $0
Martha Ladino (Teacher) $0 $0 $0
Sara Shehadeh (Teacher) $0 $0 $0

Document Links

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,177,307
Expenses
$1,143,824
Net Income
$33,483
Net Assets
$287,125
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,162,394
98.7%
Investment Income $38
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $14,875
1.3%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $349,071
30.5%
Professional Fundraising Fees $0
Other Salaries and Wages $246,251
21.5%
Assets/Debt
Total Assets $289,576
Total Liabilities $2,451
Net Assets $287,125
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Carolyn Linke (President) $102,504 $0 $0
Sara Shehadeh (Teacher) $69,384 $0 $0
Shawna Kruse (Teacher) $58,500 $0 $0
Britney Linke Taylor (Teacher) $56,000 $0 $0
Martha Ladino (Teacher) $51,504 $0 $0
Mary Young (Vice President) $51,000 $0 $0
Carmen Arenas (Trustee) $0 $0 $0
Mary Beth Humen (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,265,205
Expenses
$996,295
Net Income
$268,910
Net Assets
$256,869
Notable Sources of Revenue Percent of Total Revenue
Contributions $13,958
1.1%
Program Services $1,237,288
97.8%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $13,958
1.1%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $502,034
50.4%
Assets/Debt
Total Assets $256,869
Total Liabilities $0
Net Assets $256,869

Document Links

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,062,839
Expenses
$1,041,173
Net Income
$21,666
Net Assets
$1,917
Notable Sources of Revenue Percent of Total Revenue
Contributions $18,425
1.7%
Program Services $1,025,989
96.5%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $18,425
1.7%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $468,701
45.0%
Assets/Debt
Total Assets $1,917
Total Liabilities $0
Net Assets $1,917

Document Links

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,007,581
Expenses
$994,742
Net Income
$12,839
Net Assets
-$1,323
Notable Sources of Revenue Percent of Total Revenue
Contributions $14,535
1.4%
Program Services $978,510
97.1%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $14,535
1.4%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $495,099
49.8%
Assets/Debt
Total Assets -$1,323
Total Liabilities $0
Net Assets -$1,323

Document Links

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$975,044
Expenses
$994,712
Net Income
-$19,668
Net Assets
$373
Notable Sources of Revenue Percent of Total Revenue
Contributions $17,683
1.8%
Program Services $939,678
96.4%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $17,683
1.8%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $442,071
44.4%
Assets/Debt
Total Assets $373
Total Liabilities $0
Net Assets $373

Document Links

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$884,000
Expenses
$831,442
Net Income
$52,558
Net Assets
$42,458
Notable Sources of Revenue Percent of Total Revenue
Contributions $15,801
1.8%
Program Services $852,397
96.4%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $15,801
1.8%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $351,009
42.2%
Assets/Debt
Total Assets $42,458
Total Liabilities $0
Net Assets $42,458

Document Links

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$773,932
Expenses
$768,738
Net Income
$5,194
Net Assets
$5,701
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $756,974
97.8%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $16,958
2.2%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $347,352
45.2%
Assets/Debt
Total Assets $5,701
Total Liabilities $0
Net Assets $5,701

Document Links

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$756,401
Expenses
$717,669
Net Income
$38,732
Net Assets
$507
Notable Sources of Revenue Percent of Total Revenue
Contributions $21,220
2.8%
Program Services $678,960
89.8%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $21,220
2.8%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $35,000
4.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $324,211
45.2%
Assets/Debt
Total Assets $507
Total Liabilities $0
Net Assets $507

Document Links

Fiscal Year Ending June
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$695,105
Expenses
$713,880
Net Income
-$18,775
Net Assets
-$17,003
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $667,885
96.1%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $27,220
3.9%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $304,374
42.6%
Assets/Debt
Total Assets -$17,003
Total Liabilities $0
Net Assets -$17,003

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 Dec.
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

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

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