Nonprofit · EIN 36-2601978
MONTESSORI SCHOOL OF LAKE FOREST
Tax-exempt · LAKE FOREST, IL 60045
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $4,002,950 | $3,740,891 | $262,059 | $4,312,276 | $1,317,681 | $2,994,595 |
| June 30, 2024 | 990 | $3,575,103 | $3,337,196 | $237,907 | $4,319,158 | $1,586,622 | $2,732,536 |
| June 30, 2023 | 990 | $2,953,977 | $2,884,226 | $69,751 | $4,262,624 | $1,767,995 | $2,494,629 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $69,610
- Program service revenue
- $3,762,400
- Investment income
- $65,024
- Net income from fundraising events
- $105,916
- Other revenue
- $105,916
Expenses
- Grants and similar amounts paid
- $314,138
- Compensation of officers, directors and key employees
- $140,338
- Other salaries and wages
- $1,898,917
- Salaries, compensation and benefits (total)
- $2,396,872
- Professional fundraising fees
- $0
- Legal fees
- $3,780
- Accounting fees
- $12,471
- Occupancy
- $265,126
- Depreciation
- $203,045
- Program services (functional)
- $2,974,128
- Management and general (functional)
- $765,492
- Fundraising (functional)
- $1,271
Balance sheet and other
- Total assets, start of year
- $4,319,158
- Total assets, end of year
- $4,312,276
- Total liabilities, end of year
- $1,317,681
- Net assets, end of year
- $2,994,595
- Land, buildings and equipment
- $2,587,179
- Net assets without donor restrictions
- $2,994,595
- Gross receipts
- $4,070,684
- Employees
- 62
- Volunteers
- 60
- Year formed
- 1965
- State of legal domicile
- IL
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 | Other / benefits |
|---|---|---|---|---|
| HOPE ALLEGRETTI | EXEC. DIR. ( Officer | 40 | $140,338 | $3,730 |
| KATHRYNE MARTIN | PRESIDENT (8 Former | – | $0 | $0 |
| EMILY VAN BEL | VICE PRES (8 Former | – | $0 | $0 |
| CAROLYN GOROWSKI | DIRECTOR (8/ Former | – | $0 | $0 |
| LARRY FALBE | SECRETARY (8 Former | – | $0 | $0 |
| MATT NIELSEN | TREASURER (8 Trustee or director, Officer | 2 | $0 | $0 |
| JAIMEEN BRAHMBHATT | DIRECTOR (8/ Trustee or director | 2 | $0 | $0 |
| JOHANNA DEYOUNG | DIRECTOR (8/ Trustee or director | 2 | $0 | $0 |
| ERIK CARRIER | DIRECTOR (8/ Former | – | $0 | $0 |
| SCOTT EDGAR | DIRECTOR (8/ Former | – | $0 | $0 |
| LINDA FRAUNHOFER | DIRECTOR (8/ Trustee or director | 2 | $0 | $0 |
| CLAIRE LAFONT | DIRECTOR (8/ Trustee or director | 2 | $0 | $0 |
| MIKE MCNITT | DIRECTOR (8/ Trustee or director | 2 | $0 | $0 |
| EMILY VAN BEL | PRESIDENT (8 Trustee or director, Officer | 2 | $0 | $0 |
| LANIEL RAZDOLSKY | DIRECTOR (8/ Trustee or director | 2 | $0 | $0 |
5 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PHILIP DOETSCH | DIRECTOR (8/ Trustee or director | 2 | $0 |
| CHRISTINA D'ONOFRIO | DIRECTOR (8/ Trustee or director | 2 | $0 |
| LAUREN KUGLER | DIRECTOR (8/ Trustee or director | 2 | $0 |
| ERIK CARRIER | SECRETARY (8 Trustee or director, Officer | 2 | $0 |
| SCOTT EDGAR | VICE PRES (8 Trustee or director, Officer | 2 | $0 |
990 for the year ended June 30, 2024: 20 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| HOPE ALLEGRETTI | EXEC. DIR. ( Officer | 40 | $135,450 | $3,554 |
| KATHRYNE MARTIN | PRESIDENT (8 Trustee or director, Officer | 2 | $0 | $0 |
| EMILY VAN BEL | VICE PRES (8 Trustee or director, Officer | 2 | $0 | $0 |
| CAROLYN GOROWSKI | VICE PRES (8 Trustee or director, Officer | 2 | $0 | $0 |
| RILEY O'NEIL | VICE PRES (8 Former | 2 | $0 | $0 |
| LARRY FALBE | SECRETARY (8 Trustee or director, Officer | 2 | $0 | $0 |
| MATT NIELSEN | TREASURER (8 Trustee or director, Officer | 2 | $0 | $0 |
| KELLY RYNES | TREASURER (8 Former | 2 | $0 | $0 |
| JAIMEEN BRAHMBHATT | DIRECTOR (8/ Trustee or director | 2 | $0 | $0 |
| JOHANNA DEYOUNG | DIRECTOR (8/ Trustee or director | 2 | $0 | $0 |
| ERIK CARRIER | DIRECTOR (8/ Trustee or director | 2 | $0 | $0 |
| SCOTT EDGAR | DIRECTOR (8/ Trustee or director | 2 | $0 | $0 |
| LINDA FRAUNHOFER | DIRECTOR (8/ Trustee or director | 2 | $0 | $0 |
| NATHAN HINTZ | DIRECTOR (8/ Trustee or director | 2 | $0 | $0 |
| CLAIRE LAFONT | DIRECTOR (8/ Trustee or director | 2 | $0 | $0 |
| MIKE MCNITT | DIRECTOR (8/ Trustee or director | 2 | $0 | $0 |
| IVANA NAEYMI-RAD | DIRECTOR (8/ Trustee or director | 2 | $0 | $0 |
| LANIEL RAZDOLSKY | DIRECTOR (8/ Trustee or director | 2 | $0 | $0 |
| EMILY VAN BEL | DIRECTOR (8/ Trustee or director | 2 | $0 | $0 |
| KELLY RYNES | DIRECTOR (8/ Trustee or director | 2 | $0 | $0 |
990 for the year ended June 30, 2023: 19 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| HOPE ALLEGRETTI | EXECUTIVE DI Officer | 40 | $122,500 | $3,225 |
| KATHRYNE MARTIN | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| LUIS A FERNANDEZ | PRESIDENT (P Former | 2 | $0 | $0 |
| RILEY O'NEIL | VICE PRESIDE Trustee or director, Officer | 2 | $0 | $0 |
| LARRY FALBE | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| ALEX BERNARDIN | SECRETARY (P Former | 2 | $0 | $0 |
| MATT NIELSEN | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| KELLY RYNES | TREASURER (P Trustee or director, Officer | 2 | $0 | $0 |
| NATHAN HINTZ | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JAIMEEN BRAHMBHATT | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JOHANNA DEYOUNG | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MARY CODUTI | DIRECTOR Trustee or director | 2 | $0 | $0 |
| LINDA FRAUNHOFER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| CAROLYN GOROWSKI | DIRECTOR Trustee or director | 2 | $0 | $0 |
| LAUREN KUGLER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| CHRISTIAN MATTIS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| IVANA NAEYMI-RAD | DIRECTOR Trustee or director | 2 | $0 | $0 |
| LANIEL RAZDOLSKY | DIRECTOR Trustee or director | 2 | $0 | $0 |
| EMILY VAN BEL | DIRECTOR Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 13700 W LAUREL DR, LAKE FOREST, IL 60045-4540
- In care of
- % MONT
- Principal officer (990 for 2024)
- EMILY VAN BEL, 13700 WEST LAUREL DRIVE, LAKE FOREST, IL 60045
- Signed the 990
- EMILY VAN BEL, PRESIDENT (8/25-26)
- Phone
- (847) 918-1000
- Website
- WWW.MSLF.ORG
- Return prepared by
- BLOCK ADVISORS
Mission
TO PROVIDE A SOCIAL, PHYSICAL, AND NATURAL ENVIRONMENT THAT GUIDES AND ENCOURAGES CHILDREN TO GROW AND BUILD THEMSELVES TO THEIR FULL POTENTIAL.
Program accomplishments
- THE ORGANIZATION PROVIDES EDUCATIONAL PROGRAMS TO APPROXIMATELY 175 STUDENTS. THE PROGRAMS OFFERED CONSIST OF DAYCARE, PRESCHOOL, PRIMARY, ELEMENTARY, AND ADOLESCENT EDUCATION LEVELS.Expenses $2,974,128 · grants $314,138 · revenue $3,762,400
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
- 36-2601978
- 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
- 1967
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $4,312,276
- Income (IRS master file)
- $4,070,684
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $4,002,950 | $3,740,891 | $4,312,276 | IRS |
| 990 | June 2024 | $3,575,103 | $3,337,196 | $4,319,158 | XML |
| 990 | June 2023 | $2,953,977 | $2,884,226 | $4,262,624 | XML |
| 990 | June 2022 | $3,063,002 | $2,506,670 | $4,645,786 | 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 36-2601978).
Questions about MONTESSORI SCHOOL OF LAKE FOREST
- What is the EIN of MONTESSORI SCHOOL OF LAKE FOREST?
- The employer identification number (EIN) of MONTESSORI SCHOOL OF LAKE FOREST is 36-2601978.
- Is MONTESSORI SCHOOL OF LAKE FOREST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1967.
- Are donations to MONTESSORI SCHOOL OF LAKE FOREST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MONTESSORI SCHOOL OF LAKE FOREST 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 SCHOOL OF LAKE FOREST 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 SCHOOL OF LAKE FOREST 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 SCHOOL OF LAKE FOREST?
- The 990 for the year ended June 30, 2025 names EMILY VAN BEL.
- Who are the officers and directors of MONTESSORI SCHOOL OF LAKE FOREST?
- The 990 for the year ended June 30, 2025 lists 20 people; 1 received compensation from the organization, the highest $140,338 (HOPE ALLEGRETTI, EXEC. DIR. ().
- How much revenue does MONTESSORI SCHOOL OF LAKE FOREST have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $4,002,950, expenses of $3,740,891 and total assets of $4,312,276 at year end.
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