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The Montessori School

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 May 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
$2.75M (2023)

Expenses
$2.27M (2023)

Total Assets
$4.23M (2023)

Total Liabilities
$544k (2023)

Years with missing data
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 May
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,746,219
Expenses
$2,267,651
Net Income
$478,568
Net Assets
$3,686,043
Notable Sources of Revenue Percent of Total Revenue
Contributions $369,363
13.4%
Program Services $2,219,693
80.8%
Investment Income -$1,043
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $13,500
0.5%
Net Inventory Sales $0
Other Revenue $144,706
5.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $1,530,471
67.5%
Assets/Debt
Total Assets $4,229,627
Total Liabilities $543,584
Net Assets $3,686,043
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Robyn Carlton (Vice Preside) $0 $0 $0
Shawn Kurrelmeier Lee (Board Presid) $0 $0 $0
Paula Potter (Treasurer) $0 $0 $0
Pamela Smith (Secretary) $0 $0 $0

Document Links

Fiscal Year Ending May
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,266,929
Expenses
$1,941,481
Net Income
$325,448
Net Assets
$2,691,184
Notable Sources of Revenue Percent of Total Revenue
Contributions $318,730
14.1%
Program Services $1,868,783
82.4%
Investment Income $878
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $13,500
0.6%
Net Inventory Sales $0
Other Revenue $65,038
2.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $1,253,101
64.5%
Assets/Debt
Total Assets $3,238,514
Total Liabilities $547,330
Net Assets $2,691,184
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Robyn Carlton (Vice Preside) $0 $0 $0
Shawn Kurrelmeier Lee (Board Presid) $0 $0 $0
Paula Potter (Treasurer) $0 $0 $0
Pamela Smith (Secretary) $0 $0 $0

Document Links

Fiscal Year Ending May
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,951,216
Expenses
$1,770,255
Net Income
$180,961
Net Assets
$2,365,736
Notable Sources of Revenue Percent of Total Revenue
Contributions $40,546
2.1%
Program Services $1,563,856
80.1%
Investment Income $62,187
3.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $284,627
14.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $21,250
1.2%
Assets/Debt
Total Assets $3,058,105
Total Liabilities $692,369
Net Assets $2,365,736
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Robyn Carlton (Vice Preside) $0 $0 $0
Shawn Kurrelmeier Lee (Board Presid) $0 $0 $0
Paula Potter (Treasurer) $0 $0 $0
Pamela Smith (Secretary) $0 $0 $0

Document Links

Fiscal Year Ending May
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,182,866
Expenses
$2,020,759
Net Income
$162,107
Net Assets
$2,068,324
Notable Sources of Revenue Percent of Total Revenue
Contributions $45,951
2.1%
Program Services $2,128,066
97.5%
Investment Income $8,849
0.4%
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 $92,220
4.6%
Professional Fundraising Fees $0
Other Salaries and Wages $1,225,281
60.6%
Assets/Debt
Total Assets $2,663,311
Total Liabilities $594,987
Net Assets $2,068,324
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Paula Potter (Treasurer) $0 $0 $0
Robyn Carlton (President) $0 $0 $0
Shawn Kurrelmeier Lee (Board Member) $0 $0 $0
Pamela Smith (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending May
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,059,573
Expenses
$2,023,618
Net Income
$35,955
Net Assets
$1,921,867
Notable Sources of Revenue Percent of Total Revenue
Contributions $98,812
4.8%
Program Services $1,958,565
95.1%
Investment Income $2,196
0.1%
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 $87,525
4.3%
Professional Fundraising Fees $0
Other Salaries and Wages $1,186,919
58.7%
Assets/Debt
Total Assets $2,580,857
Total Liabilities $658,990
Net Assets $1,921,867
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Paula Potter (Treasurer) $0 $0 $0
Robyn Carlton (President) $0 $0 $0
Shawn Kurrelmeier Lee (Board Member) $0 $0 $0
Pamela Smith (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending May
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,996,816
Expenses
$1,973,338
Net Income
$23,478
Net Assets
$1,852,348
Notable Sources of Revenue Percent of Total Revenue
Contributions $78,406
3.9%
Program Services $1,916,176
96.0%
Investment Income $2,234
0.1%
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 $160,367
8.1%
Professional Fundraising Fees $0
Other Salaries and Wages $1,042,263
52.8%
Assets/Debt
Total Assets $2,674,169
Total Liabilities $821,821
Net Assets $1,852,348
Other
Operated a school
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Angela Niemeyer (Board Member) $0 $0 $0
Paula Potter (Treasurer) $0 $0 $0
Robyn Carlton (President) $0 $0 $0
Shawn Kurrelmeier Lee (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending May
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,916,749
Expenses
$1,835,940
Net Income
$80,809
Net Assets
$1,828,870
Notable Sources of Revenue Percent of Total Revenue
Contributions $56,994
3.0%
Program Services $1,857,580
96.9%
Investment Income $2,175
0.1%
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 $202,205
11.0%
Professional Fundraising Fees $0
Other Salaries and Wages $966,752
52.7%
Assets/Debt
Total Assets $2,753,898
Total Liabilities $925,028
Net Assets $1,828,870
Other
Operated a school
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Roberta B Spink (Head Of Scho) $114,786 $0 $0
Alisa Watkins (Secretary) $87,419 $0 $0
Angela Niemeyer (Board Member) $0 $0 $0
Paula Potter (Treasurer) $0 $0 $0
Robyn Carlton (President) $0 $0 $0

Document Links

Fiscal Year Ending May
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,911,820
Expenses
$1,744,006
Net Income
$167,814
Net Assets
$1,665,330
Notable Sources of Revenue Percent of Total Revenue
Contributions $30,176
1.6%
Program Services $1,879,790
98.3%
Investment Income $1,854
0.1%
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 $194,485
11.2%
Professional Fundraising Fees $0
Other Salaries and Wages $927,137
53.2%
Assets/Debt
Total Assets $2,748,621
Total Liabilities $1,083,291
Net Assets $1,665,330
Other
Operated a school
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Roberta B Spink (Head Of Scho) $110,367 $0 $0
Alisa Watkins (Dir Of Eleme) $84,119 $0 $0
Paula Potter (Treasurer) $0 $0 $0
Robyn Carlton (Secretary) $0 $0 $0
Alisa Watkins (President) $0 $0 $0

Document Links

Fiscal Year Ending May
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,722,196
Expenses
$1,640,252
Net Income
$81,944
Net Assets
$1,480,313
Notable Sources of Revenue Percent of Total Revenue
Contributions $75,966
4.4%
Program Services $1,635,062
94.9%
Investment Income $1,195
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $9,973
0.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $196,493
12.0%
Professional Fundraising Fees $0
Other Salaries and Wages $867,641
52.9%
Assets/Debt
Total Assets $2,696,178
Total Liabilities $1,215,865
Net Assets $1,480,313

Document Links

Fiscal Year Ending May
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,728,482
Expenses
$1,655,965
Net Income
$72,517
Net Assets
$1,398,369
Notable Sources of Revenue Percent of Total Revenue
Contributions $72,355
4.2%
Program Services $1,650,807
95.5%
Investment Income $1,708
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $3,612
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $178,870
10.8%
Professional Fundraising Fees $0
Other Salaries and Wages $890,193
53.8%
Assets/Debt
Total Assets $2,631,224
Total Liabilities $1,232,855
Net Assets $1,398,369

Document Links

Fiscal Year Ending May
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,669,836
Expenses
$1,663,821
Net Income
$6,015
Net Assets
$1,325,852
Notable Sources of Revenue Percent of Total Revenue
Contributions $35,933
2.2%
Program Services $1,629,148
97.6%
Investment Income $3,591
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $1,164
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $185,886
11.2%
Professional Fundraising Fees $0
Other Salaries and Wages $937,089
56.3%
Assets/Debt
Total Assets $2,654,618
Total Liabilities $1,328,766
Net Assets $1,325,852

Document Links

Fiscal Year Ending May
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,700,090
Expenses
$1,483,846
Net Income
$216,244
Net Assets
$1,319,837
Notable Sources of Revenue Percent of Total Revenue
Contributions $60,152
3.5%
Program Services $1,627,973
95.8%
Investment Income $7,122
0.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $4,483
0.3%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $360
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $178,235
12.0%
Professional Fundraising Fees $0
Other Salaries and Wages $805,357
54.3%
Assets/Debt
Total Assets $2,794,985
Total Liabilities $1,475,148
Net Assets $1,319,837

Document Links

Fiscal Year Ending May
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 May
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 May
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 May
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 May
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 May
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

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 »

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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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