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Montessori School Of Florence

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 / Primary, Elementary Schools (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
$1.38M (2023)

Expenses
$1.26M (2023)

Total Assets
$3.24M (2023)

Total Liabilities
$1.27M (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 June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,375,183
Expenses
$1,258,512
Net Income
$116,671
Net Assets
$1,961,487
Notable Sources of Revenue Percent of Total Revenue
Contributions $122,875
8.9%
Program Services $1,220,127
88.7%
Investment Income $2,847
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $29,334
2.1%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $60,481
4.8%
Professional Fundraising Fees $0
Other Salaries and Wages $630,799
50.1%
Assets/Debt
Total Assets $3,235,724
Total Liabilities $1,274,237
Net Assets $1,961,487
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Elizabeth Kahn (Executive Director) $60,481 $0 $0
Vicki Chung (President) $0 $0 $0
Brice Elvington (Vice President) $0 $0 $0
Clay Swaggard (Treasurer) $0 $0 $0
Laura Basta (Secretary) $0 $0 $0
Emily Crayton (Board Member) $0 $0 $0
Shannon Crawley (Board Member) $0 $0 $0
Caroline Padgett (Board Member) $0 $0 $0
John Kennedy (Board Member) $0 $0 $0
Laith Kalbuneh (Board Member) $0 $0 $0
Vivek Vasuki (Board Member) $0 $0 $0
Sauja Vadoothker (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,615,032
Expenses
$1,039,950
Net Income
$575,082
Net Assets
$1,844,816
Notable Sources of Revenue Percent of Total Revenue
Contributions $578,867
35.8%
Program Services $1,027,673
63.6%
Investment Income $269
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $8,223
0.5%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $50,108
4.8%
Professional Fundraising Fees $0
Other Salaries and Wages $573,929
55.2%
Assets/Debt
Total Assets $3,188,383
Total Liabilities $1,343,567
Net Assets $1,844,816
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Elizabeth Kahn (Executive Director) $50,108 $0 $0
Emily Crayton (President) $0 $0 $0
Shannon Crawley (Vice President) $0 $0 $0
Vicki Chung (Treasurer) $0 $0 $0
Clay Swaggard (Secretary) $0 $0 $0
Caroline Padgett (Board Member) $0 $0 $0
Vivek Vasuki (Board Member) $0 $0 $0
Brice Elvington (Board Member) $0 $0 $0
Ivana Popovic (Board Member) $0 $0 $0
John Kennedy (Board Member) $0 $0 $0
Will Patton (Board Member) $0 $0 $0
Jennifer Yacoubian (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,107,749
Expenses
$957,801
Net Income
$149,948
Net Assets
$1,269,735
Notable Sources of Revenue Percent of Total Revenue
Contributions $242,150
21.9%
Program Services $855,461
77.2%
Investment Income $129
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $10,009
0.9%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $66,817
7.0%
Professional Fundraising Fees $0
Other Salaries and Wages $488,648
51.0%
Assets/Debt
Total Assets $2,194,214
Total Liabilities $924,479
Net Assets $1,269,735
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Caroline Padgett (President) $0 $0 $0
Shannon Crawley (Vice President) $0 $0 $0
Vicki Chung (Treasurer) $0 $0 $0
Emily Crayton (Secretary) $0 $0 $0
Matt Allgeier (Board Member) $0 $0 $0
Shay Crawley (Board Member) $0 $0 $0
Brice Elvington (Board Member) $0 $0 $0
Ivana Popovic (Board Member) $0 $0 $0
Clay Swaggard (Board Member) $0 $0 $0
Delabian Newton (Board Member) $0 $0 $0
Jennifer Yacoubian (Board Member) $0 $0 $0
Teena Kyer (Executive Director) $0 $66,817 $0

Document Links

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,026,063
Expenses
$1,019,557
Net Income
$6,506
Net Assets
$1,119,789
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,009,863
98.4%
Investment Income $313
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $15,887
1.5%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $64,038
6.3%
Professional Fundraising Fees $0
Other Salaries and Wages $553,037
54.2%
Assets/Debt
Total Assets $1,901,611
Total Liabilities $781,822
Net Assets $1,119,789
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Dave Wysong Until June 2020 (Executive Director) $64,038 $0 $0
Caroline Padgett (President) $0 $0 $0
Shannon Crawley (Vice President) $0 $0 $0
Vicki Chung (Treasurer) $0 $0 $0
Emily Crayton (Secretary) $0 $0 $0
Teena Kyer As Of July 2020 (Executive Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,038,405
Expenses
$983,146
Net Income
$55,259
Net Assets
$1,113,283
Notable Sources of Revenue Percent of Total Revenue
Contributions $4,114
0.4%
Program Services $983,334
94.7%
Investment Income $433
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $50,524
4.9%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $35,539
3.6%
Professional Fundraising Fees $0
Other Salaries and Wages $556,305
56.6%
Assets/Debt
Total Assets $1,799,550
Total Liabilities $686,267
Net Assets $1,113,283
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Sarah Smith (President) $0 $0 $0
Soha Patel (Vice President) $0 $0 $0
Glen Wilson (Treasurer) $0 $0 $0
Leonor Chavez (Secretary) $0 $0 $0
Kathleen Smith (Executive Director) $0 $35,359 $0

Document Links

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,087,782
Expenses
$922,745
Net Income
$165,037
Net Assets
$1,058,021
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,685
0.2%
Program Services $1,045,811
96.1%
Investment Income $429
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $39,857
3.7%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $32,677
3.5%
Professional Fundraising Fees $0
Other Salaries and Wages $529,833
57.4%
Assets/Debt
Total Assets $1,780,623
Total Liabilities $722,602
Net Assets $1,058,021
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Glen Wilson (President) $0 $0 $0
Jennifer John (Vice President) $0 $0 $0
Daan Verkoeijen (Treasurer) $0 $0 $0
Louisa Faile (Secretary) $0 $0 $0
Kathleen Smith (Executive Director) $0 $32,677 $0

Document Links

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,036,096
Expenses
$908,650
Net Income
$127,446
Net Assets
$892,986
Notable Sources of Revenue Percent of Total Revenue
Contributions $4,180
0.4%
Program Services $984,252
95.0%
Investment Income $473
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $47,191
4.6%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $32,289
3.6%
Professional Fundraising Fees $0
Other Salaries and Wages $531,145
58.5%
Assets/Debt
Total Assets $1,527,960
Total Liabilities $634,974
Net Assets $892,986
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Kathleen Smith (Executive Director) $32,289 $0 $0
Glen Wilson (Board Chair) $0 $0 $0
Jennifer John (Vice Chair) $0 $0 $0
Daan Verkoeijen (Treasurer) $0 $0 $0
Louisa Faile (Secretary) $0 $0 $0
Soha Patel (Board Member) $0 $0 $0
Tina Patel (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$965,025
Expenses
$874,205
Net Income
$90,820
Net Assets
$765,540
Notable Sources of Revenue Percent of Total Revenue
Contributions $13,858
1.4%
Program Services $914,952
94.8%
Investment Income $237
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $35,978
3.7%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $30,462
3.5%
Professional Fundraising Fees $0
Other Salaries and Wages $504,969
57.8%
Assets/Debt
Total Assets $1,603,645
Total Liabilities $838,105
Net Assets $765,540
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Kathleen Smith (Executive Director) $30,462 $0 $0
Glen Wilson (Board Chair) $0 $0 $0
Jennifer John (Vice Chair) $0 $0 $0
Daan Verkoeijen (Treasurer) $0 $0 $0
Louisa Faile (Secretary) $0 $0 $0
Soha Patel (Board Member) $0 $0 $0
Tina Patel (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,029,922
Expenses
$873,499
Net Income
$156,423
Net Assets
$674,720
Notable Sources of Revenue Percent of Total Revenue
Contributions $14,755
1.4%
Program Services $982,522
95.4%
Investment Income $236
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $32,409
3.1%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $36,000
4.1%
Professional Fundraising Fees $0
Other Salaries and Wages $496,217
56.8%
Assets/Debt
Total Assets $1,477,053
Total Liabilities $802,333
Net Assets $674,720
Other
Operated a school
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Kathleen Smith (Executive Director) $36,000 $0 $0
Glen Wilson (Board Chair) $0 $0 $0
John Hanna (Co Treasurer) $0 $0 $0
Mark Ingle (Co Treasurer) $0 $0 $0
Louisa Faile (Secretary) $0 $0 $0
Robin Halus (Marketing) $0 $0 $0
Dee Patel (Board Member) $0 $0 $0
Lisa Smith (Board Member) $0 $0 $0
Kimrey Ann Haughn (Board Member) $0 $0 $0
Jennifer John (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$902,303
Expenses
$845,086
Net Income
$57,217
Net Assets
$518,297
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,292
0.1%
Program Services $873,511
96.8%
Investment Income $238
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $27,262
3.0%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $45,000
5.3%
Professional Fundraising Fees $0
Other Salaries and Wages $456,419
54.0%
Assets/Debt
Total Assets $1,470,924
Total Liabilities $952,627
Net Assets $518,297
Other
Operated a school
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Kathleen Smith (Executive Director) $39,000 $0 $0
Glen Wilson (Board Chair) $0 $0 $0
John Hanna (Co Treasurer) $0 $0 $0
Mark Ingle (Co Treasurer) $0 $0 $0
Louisa Faile (Secretary) $0 $0 $0
Robin Halus (Marketing) $0 $0 $0
Dee Patel (Board Member) $0 $0 $0
Lisa Smith (Board Member) $0 $0 $0
Kimrey Ann Haughn (Board Member) $0 $0 $0
Jennifer John (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$900,952
Expenses
$775,601
Net Income
$125,351
Net Assets
$461,080
Notable Sources of Revenue Percent of Total Revenue
Contributions $3,375
0.4%
Program Services $873,991
97.0%
Investment Income $348
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $23,238
2.6%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $43,302
5.6%
Professional Fundraising Fees $0
Other Salaries and Wages $411,364
53.0%
Assets/Debt
Total Assets $1,324,416
Total Liabilities $863,336
Net Assets $461,080

Document Links

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$835,734
Expenses
$795,699
Net Income
$40,035
Net Assets
$335,729
Notable Sources of Revenue Percent of Total Revenue
Contributions $19,648
2.4%
Program Services $794,494
95.1%
Investment Income $550
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $21,042
2.5%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $40,171
5.0%
Professional Fundraising Fees $0
Other Salaries and Wages $415,591
52.2%
Assets/Debt
Total Assets $1,263,320
Total Liabilities $927,591
Net Assets $335,729

Document Links

Fiscal Year Ending June
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$837,571
Expenses
$780,312
Net Income
$57,259
Net Assets
$295,694
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,285
0.3%
Program Services $817,053
97.6%
Investment Income $1,021
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $17,212
2.1%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $40,050
5.1%
Professional Fundraising Fees $0
Other Salaries and Wages $409,634
52.5%
Assets/Debt
Total Assets $1,291,314
Total Liabilities $995,620
Net Assets $295,694

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 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

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
2000

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 »

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.
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