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Nonprofit · EIN 16-1132505

ELIZABETH ANN CLUNE MONTESSORI SCHOOL OF ITHACA

Tax-exempt · ITHACA, NY 14850

Financials

$3.8M$3.8M2023$4.1M$3.9M2024
Revenue Expenses · by fiscal year end
Financials of ELIZABETH ANN CLUNE MONTESSORI SCHOOL OF ITHACA by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$4,100,159$3,941,929$158,230$6,864,936$733,318$6,131,618
June 30, 2024990$3,842,290$3,836,175$6,115$6,566,391$717,167$5,849,224
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$100,826
of which government grants
$55,436
Program service revenue
$3,861,720
Investment income
$111,378
Net rental income
$6,600
Net gain from sales of assets
$39,002
Net income from fundraising events
-$2,912
Other revenue
$26,235

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$223,604
Other salaries and wages
$2,437,301
Salaries, compensation and benefits (total)
$3,027,768
Professional fundraising fees
$0
Occupancy
$154,234
Travel
$268
Depreciation
$162,175
Program services (functional)
$3,798,084
Management and general (functional)
$143,845

Balance sheet and other

Total assets, start of year
$6,566,391
Total assets, end of year
$6,864,936
Total liabilities, end of year
$733,318
Net assets, end of year
$6,131,618
Land, buildings and equipment
$3,761,525
Publicly traded securities
$948,693
Net assets without donor restrictions
$6,131,618
Gross receipts
$4,364,021
Employees
81
Volunteers
15
Year formed
1979
State of legal domicile
NY

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
DAWN GROVERHEAD OF SCHOOL
Trustee or director, Officer
55$122,416$3,414
LISA SMITHEXECUTIVE DIRECTOR
Officer
40$106,133$8,976
ELIZABETH ALLENDEAN OF STUDENTS
Highest-paid employee
40$111,247$3,043
TONY SIMIONEPRESIDENT
Trustee or director, Officer
1$0$0
PETER LITTMANBOARD MEMBER
Trustee or director
0.5$0$0
CELIA BIGONESSSECRETARY/BOARD MEMBER
Trustee or director, Officer
1$0$0
LIEBE MEIER-SWAINVICE PRESIDENT
Trustee or director, Officer
1$0$0
VIVIAN ZAYASBOARD MEMBER
Trustee or director
0.5$0$0
RAUL PALMABOARD MEMBER
Trustee or director
0.5$0$0
ANDREW LESSERBOARD MEMBER
Trustee or director
0.5$0$0
DAVID STERNBOARD MEMBER
Trustee or director
0.5$0$0
STEPHEN BRADSHAWBOARD MEMBER
Trustee or director
0.5$0$0
LAURA BORDONISECRETARY
Trustee or director, Officer
0.5$0$0
990 for the year ended June 30, 2024: 11 people
NameTitleHours / weekCompensationOther / benefits
DAWN GROVERHEAD OF SCHOOL
Trustee or director, Officer
55$101,816$2,972
LISA SMITHEXECUTIVE DIRETOR
Officer
40$90,533$14,063
TONY SIMIONEPRESIDENT
Trustee or director, Officer
1$0$0
PETER LITTMANVICE PRESIDENT
Trustee or director, Officer
0.5$0$0
CELIA BIGONESSSECRETARY
Trustee or director, Officer
1$0$0
LIEBE MEIER-SWAINBOARD MEMBER
Trustee or director
1$0$0
RJ LAVINEBOARD MEMBER
Trustee or director
0.5$0$0
VIVIAN ZAYASBOARD MEMBER
Trustee or director
0.5$0$0
RAUL PALMABOARD MEMBER
Trustee or director
0.5$0$0
ANDREW LESSERBOARD MEMBER
Trustee or director
0.5$0$0
DAVID STERNBOARD MEMBER
Trustee or director
0.5$0$0

Address and contacts

Address (IRS master file)
120 KING RD E, ITHACA, NY 14850-9403
In care of
% LISA SMITH
Principal officer (990 for 2024)
KATHERINE RYAN, 120 EAST KING RD, ITHACA, NY 14850
Signed the 990
KATHERINE RYAN, CFO/BUSINESS DIRECTOR
Phone
(607) 277-7335
Return prepared by
INSERO ADVISORS LLC

Mission

EDUCATE CHILDREN TO CREATE THE FUTURE WE ENVISION: AN ENGAGED, INTERCONNECTED, AND PEACEFUL WORLD BY MAXIMIZING EACH INDIVIDUAL'S UNIQUE POTENTIAL WHILE CENTERING THE NEEDS OF THE COMMUNITY OVERALL.

990 for the year ended June 30, 2025

Program accomplishments

  • A MONTESSORI ELEMENTARY/MIDDLE LEVEL SCHOOL PROVIDING EDUCATIONAL SERVICES TO APPROXIMATELY 200 STUDENTS. THERE ARE NO GRANTS ALLOCATED TO OTHERS AND THE ORGANIZATION FOLLOWS THE TRADITIONAL ACADEMIC YEAR.
    Expenses $3,798,084 · revenue $3,884,267

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
16-1132505
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
School
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1981
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B24Z)
Assets (IRS master file)
$6,864,936
Income (IRS master file)
$4,364,021

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$4,100,159$3,941,929$6,864,936XML
990June 2024$3,842,290$3,836,175$6,566,391XML
990June 2023$4,109,831$3,090,253$6,293,388IRS
990June 2022–––IRS
990June 2021–––IRS
990June 2019–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 16-1132505).

Questions about ELIZABETH ANN CLUNE MONTESSORI SCHOOL OF ITHACA

What is the EIN of ELIZABETH ANN CLUNE MONTESSORI SCHOOL OF ITHACA?
The employer identification number (EIN) of ELIZABETH ANN CLUNE MONTESSORI SCHOOL OF ITHACA is 16-1132505.
Is ELIZABETH ANN CLUNE MONTESSORI SCHOOL OF ITHACA tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1981.
Are donations to ELIZABETH ANN CLUNE MONTESSORI SCHOOL OF ITHACA tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does ELIZABETH ANN CLUNE MONTESSORI SCHOOL OF ITHACA file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of ELIZABETH ANN CLUNE MONTESSORI SCHOOL OF ITHACA due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ELIZABETH ANN CLUNE MONTESSORI SCHOOL OF ITHACA last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of ELIZABETH ANN CLUNE MONTESSORI SCHOOL OF ITHACA?
The 990 for the year ended June 30, 2025 names KATHERINE RYAN.
Who are the officers and directors of ELIZABETH ANN CLUNE MONTESSORI SCHOOL OF ITHACA?
The 990 for the year ended June 30, 2025 lists 13 people; 3 received compensation from the organization, the highest $122,416 (DAWN GROVER, HEAD OF SCHOOL).
How much revenue does ELIZABETH ANN CLUNE MONTESSORI SCHOOL OF ITHACA have?
On its 990 for the year ended June 30, 2025 it reported revenue of $4,100,159, expenses of $3,941,929 and total assets of $6,864,936 at year end.

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