Nonprofit · EIN 23-2212857
MONTESSORI ACADEMY OF LANCASTER
Tax-exempt · LANCASTER, PA 17601
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $2,242,819 | $2,435,309 | -$192,490 | $5,236,293 | $2,336,317 | $2,899,976 |
| June 30, 2024 | 990 | $2,169,081 | $2,496,749 | -$327,668 | $4,549,423 | $1,456,957 | $3,092,466 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $51,185
- Program service revenue
- $2,136,139
- Investment income
- $9,575
- Net income from fundraising events
- $45,920
- Other revenue
- $45,920
Expenses
- Grants and similar amounts paid
- $26,250
- Compensation of officers, directors and key employees
- $94,274
- Other salaries and wages
- $1,409,888
- Salaries, compensation and benefits (total)
- $1,680,839
- Professional fundraising fees
- $0
- Depreciation
- $158,783
- Program services (functional)
- $2,201,825
- Management and general (functional)
- $219,309
- Fundraising (functional)
- $14,175
Balance sheet and other
- Total assets, start of year
- $4,549,423
- Total assets, end of year
- $5,236,293
- Total liabilities, end of year
- $2,336,317
- Net assets, end of year
- $2,899,976
- Land, buildings and equipment
- $4,167,592
- Net assets without donor restrictions
- $2,895,349
- Net assets with donor restrictions
- $4,627
- Gross receipts
- $2,290,432
- Employees
- 63
- Volunteers
- 20
- Year formed
- 1982
- State of legal domicile
- PA
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KAREN RUBENSTEIN | HEAD OF SCHOOL Officer | 40 | $94,274 |
| ROBERT DUSCHL | TREASURER Trustee or director | 6 | $0 |
| IAN PAUL | TRUSTEE Trustee or director | 6 | $0 |
| ANNE RICHARDS | TRUSTEE Officer | 6 | $0 |
| JON WARNER | VICE PRESIDENT Officer | 6 | $0 |
| STEFANIE HELLER | PRESIDENT Officer | 6 | $0 |
990 for the year ended June 30, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KAREN RUBENSTEIN | HEAD OF SCHOOL Officer | 40 | $89,491 |
| ROBERT DUSCHL | TRUSTEE Trustee or director | 6 | $0 |
| ROBERT WILDASIN | PRESIDENT Officer | 6 | $0 |
| JON WARNER | VICE PRESIDENT Officer | 6 | $0 |
| STEFANIE HELLER | TREASURER Officer | 6 | $0 |
Address and contacts
- Address (IRS master file)
- 2750 WEAVER RD, LANCASTER, PA 17601-2932
- Principal officer (990 for 2024)
- STEFANIE HELLER, 2750 WEAVER ROAD, LANCASTER, PA 17601
- Signed the 990
- STEFANIE HELLER, PRESIDENT
- Phone
- (717) 560-0815
- Website
- WWW.MONTLANC.COM
- Return prepared by
- TROUT CPA
Mission
PROVIDE CREATIVE AND STIMULATING INTELLECTUAL, ARTISTIC, AND DEVELOPMENTAL EXPERIENCES FOR PRE-SCHOOL AND GRADE SCHOOL CHILDREN.
Program accomplishments
- MONTESSORI ACADEMY OF LANCASTER PROVIDED PRESCHOOL & GRADE SCHOOL MONTESSORI EDUCATION TO 268 CHILDREN. THE MONTESSORI APPROACH ACKNOWLEDGES THAT ALL CHILDREN ARE BORN WITH UNIQUE POTENTIAL AND POSSESS AN INNATE DESIRE TO LEARN. AT MONTESSORI ACADEMY OF LANCASTER, EACH CHILD IS ENCOURAGED IN A WARM AND SUPPORTIVE ENVIRONMENT TO DEVELOP THIS UNIQUE POTENTIAL. THIS APPROACH IS BASED ON THE NEEDS OF THE WHOLE CHILD, RESPECTS THE INDIVIDUALITY OF THE CHILDREN, AND IS CONSCIOUSLY DESIGNED TO RECOGNIZE AND ADDRESS DIFFERENT LEARNING STYLES. THE ENVIRONMENT AND ACTIVITIES NURTURE THE CHILD'S SENSE OF SELF, INSTILL LOVE FOR LEARNING, A RESPECT FOR THE WORLD, AND A CONSIDERATION FOR ALL PEOPLE.Expenses $2,201,825 · grants $26,250 · revenue $2,136,139
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 23-2212857
- 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
- 1983
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $5,236,293
- Income (IRS master file)
- $2,290,432
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $2,242,819 | $2,435,309 | $5,236,293 | XML |
| 990 | June 2024 | $2,169,081 | $2,496,749 | $4,549,423 | XML |
| 990 | June 2023 | $2,274,406 | $2,286,913 | $5,045,089 | IRS |
| 990 | June 2022 | $2,812,814 | $1,970,805 | $5,615,027 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | 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 23-2212857).
Questions about MONTESSORI ACADEMY OF LANCASTER
- What is the EIN of MONTESSORI ACADEMY OF LANCASTER?
- The employer identification number (EIN) of MONTESSORI ACADEMY OF LANCASTER is 23-2212857.
- Is MONTESSORI ACADEMY OF LANCASTER tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1983.
- Are donations to MONTESSORI ACADEMY OF LANCASTER tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MONTESSORI ACADEMY OF LANCASTER 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 MONTESSORI ACADEMY OF LANCASTER 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 MONTESSORI ACADEMY OF LANCASTER 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 MONTESSORI ACADEMY OF LANCASTER?
- The 990 for the year ended June 30, 2025 names STEFANIE HELLER.
- Who are the officers and directors of MONTESSORI ACADEMY OF LANCASTER?
- The 990 for the year ended June 30, 2025 lists 6 people; 1 received compensation from the organization, the highest $94,274 (KAREN RUBENSTEIN, HEAD OF SCHOOL).
- How much revenue does MONTESSORI ACADEMY OF LANCASTER have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $2,242,819, expenses of $2,435,309 and total assets of $5,236,293 at year end.
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