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Phoenix Montessori Academy

  • Huntersville, NC
  • Tax-exempt since May 2005
  • EIN: 83-0397635

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
$2.78M (2023)

Expenses
$2.39M (2023)

Total Assets
$1.36M (2023)

Total Liabilities
$740k (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
$2,776,987
Expenses
$2,386,004
Net Income
$390,983
Net Assets
$616,695
Notable Sources of Revenue Percent of Total Revenue
Contributions $3,041
0.1%
Program Services $2,772,723
99.8%
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 $1,223
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $105,720
4.4%
Professional Fundraising Fees $0
Other Salaries and Wages $1,090,257
45.7%
Assets/Debt
Total Assets $1,356,239
Total Liabilities $739,544
Net Assets $616,695
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
India French Adams (Head Of School) $100,336 $0 $5,384
Steve Kreps (Director) $0 $0 $0
Carole Krug (Director) $0 $0 $0
Ashley Sherrill (Treasurer) $0 $0 $0
Sue Graichen (Director) $0 $0 $0
Sally Razack (Vice President) $0 $0 $0
Donald Bowen (President) $0 $0 $0
Denise Owens (Secretary) $0 $0 $0
+ View more people

Document Links

990
Filed on May 15, 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
$2,065,555
Expenses
$1,952,729
Net Income
$112,826
Net Assets
$287,213
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,663
0.1%
Program Services $2,058,461
99.7%
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 $5,431
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $981,925
50.3%
Assets/Debt
Total Assets $838,571
Total Liabilities $551,358
Net Assets $287,213
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
India Adams (Director/Hea) $0 $0 $0
Steve Kreps (Director) $0 $0 $0
Carole Krug (Director) $0 $0 $0
Denise Owens (Secretary) $0 $0 $0
Sally Razack (Vice Preside) $0 $0 $0
Tammie Wilson (Business Man) $0 $0 $0
Don Bowen (President) $0 $0 $0
Mary Lavalley (Director) $0 $0 $0
Ashley Sherrill (Treasurer) $0 $0 $0
+ View more people

Document Links

990
Filed on Sept. 27, 2022

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
$1,323,002
Expenses
$1,367,772
Net Income
-$44,770
Net Assets
$174,387
Notable Sources of Revenue Percent of Total Revenue
Contributions $869
0.1%
Program Services $1,307,609
98.8%
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 $14,524
1.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $847,192
61.9%
Assets/Debt
Total Assets $490,227
Total Liabilities $315,840
Net Assets $174,387
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
India Adams (Director/Hea) $0 $0 $0
Steve Kreps (Director) $0 $0 $0
Densie Owens (Secretary) $0 $0 $0
Sally Razack (Vice Preside) $0 $0 $0
Tammie Wilson (Business Man) $0 $0 $0
Don Bowen (President) $0 $0 $0
Carole Krug (Director) $0 $0 $0
Mary Lavalley (Director) $0 $0 $0
Ashley Sherrill (Treasurer) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 3, 2021

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
$1,611,317
Expenses
$1,442,123
Net Income
$169,194
Net Assets
$219,161
Notable Sources of Revenue Percent of Total Revenue
Contributions $3,490
0.2%
Program Services $1,407,382
87.3%
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 $200,445
12.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $829,422
57.5%
Assets/Debt
Total Assets $337,236
Total Liabilities $118,075
Net Assets $219,161
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
India Adams (Director/Hea) $0 $0 $0
Steve Kreps (Director) $0 $0 $0
Densie Owens (Director) $0 $0 $0
Sally Razack (Director) $0 $0 $0
Tammie Wilson (Business Man) $0 $0 $0
Don Bowen (Vice Preside) $0 $0 $0
Carole Krug (President) $0 $0 $0
Mary Lavalley (Secretary) $0 $0 $0
Ashley Sherrill (Treasurer) $0 $0 $0
+ View more people

Document Links

990
Filed on May 6, 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
$1,270,694
Expenses
$1,290,204
Net Income
-$19,510
Net Assets
$49,963
Notable Sources of Revenue Percent of Total Revenue
Contributions $5,415
0.4%
Program Services $1,224,587
96.4%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $32,134
2.5%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $8,558
0.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $676,461
52.4%
Assets/Debt
Total Assets $461,141
Total Liabilities $411,178
Net Assets $49,963
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
India Adams (Director/Hea) $0 $0 $0
Steve Kreps (Director) $0 $0 $0
Densie Owens (Director) $0 $0 $0
Sally Razack (Director) $0 $0 $0
Carole Krug (President) $0 $0 $0
Don Bowen (Vice Preside) $0 $0 $0
Ashley Sherrill (Treasurer) $0 $0 $0
Mary Lavalley (Secretary) $0 $0 $0
+ View more people

Document Links

990
Filed on Feb. 17, 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
$1,210,282
Expenses
$1,133,961
Net Income
$76,321
Net Assets
$69,476
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,244
0.1%
Program Services $1,168,608
96.6%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $34,454
2.8%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $5,976
0.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $513,431
45.3%
Assets/Debt
Total Assets $320,427
Total Liabilities $250,951
Net Assets $69,476

Document Links

990

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

PDF

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$866,366
Expenses
$897,977
Net Income
-$31,611
Net Assets
-$6,847
Notable Sources of Revenue Percent of Total Revenue
Contributions $158
0.0%
Program Services $888,220
> 100%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $33,105
3.8%
Sales of Assets -$114,285
Net Inventory Sales $0
Other Revenue $59,168
6.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $389,118
43.3%
Assets/Debt
Total Assets $332,471
Total Liabilities $339,318
Net Assets -$6,847

Document Links

990

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

PDF

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$696,515
Expenses
$640,617
Net Income
$55,898
Net Assets
$224,764
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,488
0.2%
Program Services $657,122
94.3%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $24,838
3.6%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $13,067
1.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $320,078
50.0%
Assets/Debt
Total Assets $224,764
Total Liabilities $0
Net Assets $224,764

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
$872,304
Expenses
$630,511
Net Income
$241,793
Net Assets
$168,864
Notable Sources of Revenue Percent of Total Revenue
Contributions $6,296
0.7%
Program Services $625,392
71.7%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $26,689
3.1%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $213,927
24.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $337,950
53.6%
Assets/Debt
Total Assets $168,864
Total Liabilities $0
Net Assets $168,864

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
$681,816
Expenses
$670,017
Net Income
$11,799
Net Assets
-$72,928
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,369
0.3%
Program Services $649,478
95.3%
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 $29,969
4.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $387,575
57.8%
Assets/Debt
Total Assets $141,772
Total Liabilities $214,700
Net Assets -$72,928

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
$731,205
Expenses
$710,476
Net Income
$20,729
Net Assets
-$84,727
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,479
0.2%
Program Services $680,984
93.1%
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 $48,742
6.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $382,967
53.9%
Assets/Debt
Total Assets $147,373
Total Liabilities $232,100
Net Assets -$84,727

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
$632,640
Expenses
$644,039
Net Income
-$11,399
Net Assets
-$105,456
Notable Sources of Revenue Percent of Total Revenue
Contributions $46,460
7.3%
Program Services $570,926
90.2%
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 $15,254
2.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $366,408
56.9%
Assets/Debt
Total Assets $145,394
Total Liabilities $250,850
Net Assets -$105,456

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
$688,018
Expenses
$755,860
Net Income
-$67,842
Net Assets
-$94,057
Notable Sources of Revenue Percent of Total Revenue
Contributions $31,668
4.6%
Program Services $645,218
93.8%
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 $11,132
1.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $394,775
52.2%
Assets/Debt
Total Assets $170,943
Total Liabilities $265,000
Net Assets -$94,057

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

Primary 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

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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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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