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Montessori Academy Inc

  • Paradise Vly, AZ
  • Tax-exempt since Sept. 2003
  • EIN: 75-2990833

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 (B29) (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
$2.73M (2023)

Expenses
$2.66M (2023)

Total Assets
$4.65M (2023)

Total Liabilities
$4.86M (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
$2,725,321
Expenses
$2,663,532
Net Income
$61,789
Net Assets
-$211,048
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,926,815
70.7%
Program Services $696,078
25.5%
Investment Income $25,510
0.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $76,918
2.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $231,161
8.7%
Professional Fundraising Fees $0
Other Salaries and Wages $1,177,322
44.2%
Assets/Debt
Total Assets $4,646,972
Total Liabilities $4,858,020
Net Assets -$211,048
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Julianne Newman (Executive Director) $100,708 $0 $0
Krista Cross (Education Director) $62,731 $0 $0
Bailey Bednarz (Gov Board/Teacher) $46,828 $0 $0
Debra Berkey (Gov Board/Teacher) $20,894 $0 $0
Suzanne Sills (Board Member) $0 $0 $0
Gary Lemons (Board Member) $0 $0 $0
George Wood (Board Member) $0 $0 $0
+ View more people

Document Links

990
Filed on Jan. 18, 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
$2,850,021
Expenses
$2,342,152
Net Income
$507,869
Net Assets
-$272,837
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,969,928
69.1%
Program Services $820,992
28.8%
Investment Income $2,717
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $56,384
2.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $178,750
7.6%
Professional Fundraising Fees $0
Other Salaries and Wages $904,685
38.6%
Assets/Debt
Total Assets $4,671,091
Total Liabilities $4,943,928
Net Assets -$272,837
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Julianne Newman (Executive Di) $99,238 $0 $0
Krista Cross (Education Di) $63,309 $0 $0
Bailey Bednarz (Gov Board/Te) $44,658 $0 $0
Debra Berkey (Gov Board/Te) $29,375 $0 $0
Col Wanda A Wright (Executive Bo) $0 $0 $0
Suzanne Sills (Governing Bo) $0 $0 $0
George Wood (Governing Bo) $0 $0 $0
Ben Behrend (Governing Bo) $0 $0 $0
Alex Dunn (Governing Bo) $0 $0 $0
Amanda Loftus (Governing Bo) $0 $0 $0
Gary Lemons (Governing Bo) $0 $0 $0
+ View more people

Document Links

990
Filed on Aug. 11, 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
$2,421,353
Expenses
$2,253,760
Net Income
$167,593
Net Assets
-$780,706
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,722,967
71.2%
Program Services $646,604
26.7%
Investment Income $3,823
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $47,959
2.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $168,153
7.5%
Professional Fundraising Fees $0
Other Salaries and Wages $974,747
43.2%
Assets/Debt
Total Assets $4,408,737
Total Liabilities $5,189,443
Net Assets -$780,706
Other
Operated a school
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Julianne Newman (Executive Di) $96,599 $0 $0
Krista Cross (Education Di) $71,554 $0 $0
Col Wanda A Wright (Board Member) $0 $0 $0

Document Links

990
Filed on May 10, 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
$2,202,559
Expenses
$2,303,163
Net Income
-$100,604
Net Assets
-$948,299
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,441,870
65.5%
Program Services $739,955
33.6%
Investment Income $4,436
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $16,298
0.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $1,111,853
48.3%
Assets/Debt
Total Assets $4,270,186
Total Liabilities $5,218,485
Net Assets -$948,299
Other
Operated a school
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Julianne Newman (Executive Di) $100,000 $0 $0
Krista Cross (Education Di) $75,000 $0 $0
Col Wanda A Wright (Board Member) $0 $0 $0

Document Links

990
Filed on May 7, 2021

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

View Filing
PDF XML

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,343,359
Expenses
$2,555,886
Net Income
-$212,527
Net Assets
-$847,695
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,429,414
61.0%
Program Services $879,772
37.5%
Investment Income $12,489
0.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $5,550
0.2%
Net Inventory Sales $0
Other Revenue $16,134
0.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $169,878
6.6%
Professional Fundraising Fees $0
Other Salaries and Wages $1,143,404
44.7%
Assets/Debt
Total Assets $4,206,808
Total Liabilities $5,054,503
Net Assets -$847,695
Other
Operated a school
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Juli Newman (Executive Di) $94,825 $0 $0
Krista Cross (Education Di) $75,053 $0 $0
Col Wanda A Wright (Board Member) $0 $0 $0
Dale Newcomb (Board Member) $0 $0 $0
+ View more people

Document Links

990
Filed on May 15, 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
$2,356,088
Expenses
$2,242,373
Net Income
$113,715
Net Assets
-$635,168
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,347,191
57.2%
Program Services $1,003,579
42.6%
Investment Income $5,318
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $169,878
7.6%
Professional Fundraising Fees $0
Other Salaries and Wages $946,702
42.2%
Assets/Debt
Total Assets $4,390,816
Total Liabilities $5,025,984
Net Assets -$635,168
Other
Operated a school
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Juli Newman (Executive Di) $94,825 $0 $0
Krista Cross (Education Di) $75,053 $0 $0
Col Wanda A Wright (Board Member) $0 $0 $0
Dale Newcomb (Board Member) $0 $0 $0
+ View more people

Document Links

990
Filed on Jan. 8, 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
$2,268,806
Expenses
$2,417,749
Net Income
-$148,943
Net Assets
-$748,883
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,347,226
59.4%
Program Services $921,413
40.6%
Investment Income $167
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $179,900
7.4%
Professional Fundraising Fees $0
Other Salaries and Wages $1,061,796
43.9%
Assets/Debt
Total Assets $4,581,650
Total Liabilities $5,330,533
Net Assets -$748,883
Other
Operated a school
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Juli Newman (Executive Di) $102,450 $0 $0
Krista Cross (Education Di) $77,450 $0 $0
Col Wanda A Wright (Board Member) $0 $0 $0
Dale Newcomb (Board Member) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 15, 2017

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
$2,376,144
Expenses
$2,417,990
Net Income
-$41,846
Net Assets
-$599,940
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,489,336
62.7%
Program Services $870,933
36.7%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $15,875
0.7%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $184,551
7.6%
Professional Fundraising Fees $0
Other Salaries and Wages $1,031,882
42.7%
Assets/Debt
Total Assets $4,676,454
Total Liabilities $5,276,394
Net Assets -$599,940

Document Links

990

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

PDF

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,365,816
Expenses
$2,353,051
Net Income
$12,765
Net Assets
-$558,094
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,549,647
65.5%
Program Services $816,169
34.5%
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 $0
Notable Expenses Percent of Total Expenses
Executive Compensation $251,372
10.7%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $4,785,032
Total Liabilities $5,343,126
Net Assets -$558,094

Document Links

990

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

PDF

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,222,221
Expenses
$2,401,855
Net Income
-$179,634
Net Assets
-$568,859
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,411,335
63.5%
Program Services $792,389
35.7%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $18,497
0.8%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $204,800
8.5%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $4,795,716
Total Liabilities $5,364,575
Net Assets -$568,859

Document Links

990

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

PDF

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,174,370
Expenses
$2,280,821
Net Income
-$106,451
Net Assets
-$389,225
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,353,593
62.3%
Program Services $820,757
37.7%
Investment Income $20
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $234,152
10.3%
Professional Fundraising Fees $0
Other Salaries and Wages $805,981
35.3%
Assets/Debt
Total Assets $4,968,084
Total Liabilities $5,357,309
Net Assets -$389,225

Document Links

990

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

PDF

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,489,919
Expenses
$1,508,450
Net Income
-$18,531
Net Assets
-$282,774
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,407,389
94.5%
Program Services $0
Investment Income $109
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $82,421
5.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $149,355
9.9%
Professional Fundraising Fees $27,298
1.8%
Other Salaries and Wages $457,888
30.4%
Assets/Debt
Total Assets $5,075,580
Total Liabilities $5,358,354
Net Assets -$282,774

Document Links

990

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

PDF

Fiscal Year Ending June
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$0
Expenses
$0
Net Income
$0
Net Assets
$0
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
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 $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $0
Total Liabilities $0
Net Assets $0

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

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.

Updated