Nonprofit · EIN 27-5014341
SOUTHWEST INSTITUTE OF MONTESSORI STUDIES
Tax-exempt (reinstated) · MESA, AZ 85201
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,427,124 | $1,418,258 | $8,866 | $577,476 | $628,115 | -$50,639 |
| June 30, 2024 | 990 | $1,045,095 | $1,335,392 | -$290,297 | $669,116 | $728,621 | -$59,505 |
| June 30, 2023 | 990 | $1,713,122 | $1,792,028 | -$78,906 | $1,118,868 | $888,076 | $230,792 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $55,118
- Program service revenue
- $1,372,006
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $72,500
- Other salaries and wages
- $399,240
- Salaries, compensation and benefits (total)
- $628,757
- Professional fundraising fees
- $0
- Legal fees
- $30
- Accounting fees
- $16,018
- Occupancy
- $359,264
- Travel
- $22,537
- Depreciation
- $64,955
- Program services (functional)
- $1,134,447
- Management and general (functional)
- $283,811
Balance sheet and other
- Total assets, start of year
- $669,116
- Total assets, end of year
- $577,476
- Total liabilities, end of year
- $628,115
- Net assets, end of year
- -$50,639
- Land, buildings and equipment
- $396,183
- Net assets without donor restrictions
- -$50,639
- Gross receipts
- $1,427,124
- Employees
- 11
- Year formed
- 2011
- State of legal domicile
- AZ
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 |
|---|---|---|---|
| SHERRI SAMPSON | PRESIDENT Trustee or director, Officer | 20 | $72,500 |
| CINDY MASCHOFF | SECRETARY Trustee or director, Officer | 1 | $0 |
| SHANNON HELFRICH | MEMBER Trustee or director | 1 | $0 |
| PETER DAVIDSON | MEMBER Trustee or director | 1 | $0 |
| GIBSON MCKAY | MEMBER Trustee or director | 1 | $0 |
| ANDY WOODWARD | MEMBER Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 6 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SHERRI SAMPSON | PRESIDENT Trustee or director, Officer | 20 | $71,000 | $2,130 |
| CINDY MASCHOFF | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| SHANNON HELFRICH | MEMBER Trustee or director | 1 | $0 | $0 |
| PETER DAVIDSON | MEMBER Trustee or director | 1 | $0 | $0 |
| GIBSON MCKAY | MEMBER Trustee or director | 1 | $0 | $0 |
| ANDY WOODWARD | MEMBER Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHERRI SAMPSON | PRESIDENT Trustee or director, Officer | 20 | $71,000 |
| CINDY MASCHOFF | SECRETARY Trustee or director, Officer | 1 | $0 |
| SHANNON HELFRICH | MEMBER Trustee or director | 1 | $0 |
| PETER DAVIDSON | MEMBER Trustee or director | 1 | $0 |
| GIBSON MCKAY | MEMBER Trustee or director | 1 | $0 |
| ANDY WOODWARD | MEMBER Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 207 N MESA DR, MESA, AZ 85201-6723
- Principal officer (990 for 2024)
- SHERRI SAMPSON, 207 N MESA DR, MESA, AZ 85201
- Signed the 990
- SHERRI SAMPSON, PRESIDENT
- Phone
- (480) 599-1209
- Website
- WWW.SIMS-AMI.ORG
- Return prepared by
- ASPIRE BUSINESS CONSULTANTS
Mission
TO PROVIDE COURSEWORK IN ACCORDANCE TO ASSOCIATION MONTESSORI INTERNATIONAL (AMI) STANDARDS.
Program accomplishments
- PROVIDED COURSEWORK IN ACCORDANCE TO AMI STANDARDS.Expenses $1,134,447 · revenue $1,372,006
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
- 27-5014341
- 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
- 2015
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B40)
- Assets (IRS master file)
- $577,476
- Income (IRS master file)
- $1,427,124
Revocation and reinstatement
- Exemption revoked
- November 15, 2013
- Posted by the IRS
- October 3, 2015
- Reinstated
- Effective November 15, 2013
From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,427,124 | $1,418,258 | $577,476 | IRS |
| 990 | June 2024 | $1,045,095 | $1,335,392 | $669,116 | IRS |
| 990 | June 2023 | $1,713,122 | $1,792,028 | $1,118,868 | XML |
| 990 | June 2022 | $1,698,159 | $1,561,185 | $1,030,754 | 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 27-5014341).
Questions about SOUTHWEST INSTITUTE OF MONTESSORI STUDIES
- What is the EIN of SOUTHWEST INSTITUTE OF MONTESSORI STUDIES?
- The employer identification number (EIN) of SOUTHWEST INSTITUTE OF MONTESSORI STUDIES is 27-5014341.
- Is SOUTHWEST INSTITUTE OF MONTESSORI STUDIES tax-exempt?
- Yes. The IRS revoked its exemption on November 15, 2013 and reinstated it effective November 15, 2013.
- Are donations to SOUTHWEST INSTITUTE OF MONTESSORI STUDIES tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SOUTHWEST INSTITUTE OF MONTESSORI STUDIES 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 SOUTHWEST INSTITUTE OF MONTESSORI STUDIES 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 SOUTHWEST INSTITUTE OF MONTESSORI STUDIES 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 SOUTHWEST INSTITUTE OF MONTESSORI STUDIES?
- The 990 for the year ended June 30, 2025 names SHERRI SAMPSON.
- Who are the officers and directors of SOUTHWEST INSTITUTE OF MONTESSORI STUDIES?
- The 990 for the year ended June 30, 2025 lists 6 people; 1 received compensation from the organization, the highest $72,500 (SHERRI SAMPSON, PRESIDENT).
- How much revenue does SOUTHWEST INSTITUTE OF MONTESSORI STUDIES have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,427,124, expenses of $1,418,258 and total assets of $577,476 at year end.
Other nonprofits in MESA
- AMERICAN LEADERSHIP ACADEMY INC EIN 27-0333296 · last filed 990 for 2025
- EDKEY INC EIN 74-3033931 · last filed 990 for 2025
- ARIZONA CONNECTIONS ACADEMY CHARTER SCHOOL EIN 20-2612155 · last filed 990 for 2025
- HERITAGE ACADEMY INC EIN 46-4461406 · last filed 990 for 2025
- HERITAGE ACADEMY INC EIN 86-0757062 · last filed 990 for 2025
- HERITAGE ACADEMY INC EIN 47-5058078 · last filed 990 for 2025
- MATH AND SCIENCE SUCCESS ACADEMY INC EIN 26-0535304 · last filed 990 for 2025
- HERITAGE ACADEMY INC EIN 46-4467315 · last filed 990 for 2025