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Nonprofit · EIN 35-1129816

MONTESSORI ACADEMY IN THE OAKS INC

Tax-exempt · HOBART, IN 46342

Financials

$245K$281K2022$383K$386K2023$425K$443K2024
Revenue Expenses · by fiscal year end
Financials of MONTESSORI ACADEMY IN THE OAKS INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
July 31, 2025990$424,777$442,756-$17,979$91,161$4,297$86,864
July 31, 2024990$382,762$386,116-$3,354$107,305$2,462$104,843
July 31, 2023990$245,377$280,677-$35,300$114,496$6,299$108,197
Financial details: 990 for the year ended July 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$403,137
Investment income
$6
Net income from fundraising events
$17,401
Other revenue
$21,634

Expenses

Grants and similar amounts paid
$0
Other salaries and wages
$306,601
Salaries, compensation and benefits (total)
$330,056
Professional fundraising fees
$0
Accounting fees
$4,445
Occupancy
$50,898
Depreciation
$5,938
Program services (functional)
$418,485
Management and general (functional)
$24,271

Balance sheet and other

Total assets, start of year
$107,305
Total assets, end of year
$91,161
Total liabilities, end of year
$4,297
Net assets, end of year
$86,864
Land, buildings and equipment
$86,935
Net assets without donor restrictions
$86,864
Gross receipts
$432,707
Employees
24
Year formed
1966
State of legal domicile
IN

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 July 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
Blair CarothersPresident
Trustee or director, Officer
0$0
Patricia NewenhouseTreasurer
Trustee or director, Officer
0$0
990 for the year ended July 31, 2024: 5 people
NameTitleHours / weekCompensation
Neil DimosDirector
Trustee or director
0$0
Tiffany PolusDirector
Trustee or director
0$0
Jackie JenningsDirector
Trustee or director
0$0
Elizabeth CarothersPresident
Trustee or director, Officer
0$0
Patty NewenhouseTreasurer
Trustee or director, Officer
0$0
990 for the year ended July 31, 2023: 6 people
NameTitleHours / weekCompensation
Blair CarothersMember
Trustee or director
0$0
Veronica HabimanaMember
Trustee or director
0$0
Camisha BellMember
Trustee or director
0$0
Tiffany HalseySecretary
Trustee or director, Officer
0$0
Nicole Haller-BranerTreasurer
Trustee or director, Officer
0$0
Alex SzynalskiPresident
Trustee or director, Officer
0$0

Address and contacts

Address (IRS master file)
2109 57TH AVE, HOBART, IN 46342-5629
In care of
% ANDREALYN PICKENS
Signed the 990
ANDREALYN PICKENS, President
Phone
(219) 942-9410
Return prepared by
Eckels & Company PC

Mission

Education of children ages 2 through 12 according to the principles of Maria Montessori

990 for the year ended July 31, 2025

Program accomplishments

  • Education of children ages 2 through 12
    Expenses $418,485

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 July, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025July 31, 2026December 15, 2026Not due yet
2024July 31, 2025December 15, 2025990 on file
2023July 31, 2024December 16, 2024990 on file

IRS record

EIN
35-1129816
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
1968
Accounting year ends
July
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B21Z)
Assets (IRS master file)
$91,161
Income (IRS master file)
$432,707

Filing history

FormYear endedRevenueExpensesAssetsReturn
990July 2025$424,777$442,756$91,161XML
990July 2024$382,762$386,116$107,305IRS
990July 2023$245,377$280,677$114,496XML
990July 2022$255,126$226,041$169,810IRS
990July 2021–––IRS
990July 2019–––IRS
990July 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 35-1129816).

Questions about MONTESSORI ACADEMY IN THE OAKS INC

What is the EIN of MONTESSORI ACADEMY IN THE OAKS INC?
The employer identification number (EIN) of MONTESSORI ACADEMY IN THE OAKS INC is 35-1129816.
Is MONTESSORI ACADEMY IN THE OAKS INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1968.
Are donations to MONTESSORI ACADEMY IN THE OAKS INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does MONTESSORI ACADEMY IN THE OAKS INC 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 IN THE OAKS INC due?
The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did MONTESSORI ACADEMY IN THE OAKS INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended July 2025.
Who are the officers and directors of MONTESSORI ACADEMY IN THE OAKS INC?
The 990 for the year ended July 31, 2025 lists 2 people; 0 received compensation from the organization.
How much revenue does MONTESSORI ACADEMY IN THE OAKS INC have?
On its 990 for the year ended July 31, 2025 it reported revenue of $424,777, expenses of $442,756 and total assets of $91,161 at year end.

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