Nonprofit · EIN 41-1589141
BLUFFVIEW MONTESSORI SCHOOL
Tax-exempt · WINONA, MN 55987
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $3,537,111 | $3,625,943 | -$88,832 | $2,110,746 | $2,184,478 | -$73,732 |
| June 30, 2024 | 990 | $3,387,906 | $3,440,311 | -$52,405 | $2,259,704 | $2,141,498 | $118,206 |
| June 30, 2023 | 990 | $3,393,190 | $3,188,474 | $204,716 | $2,517,986 | $2,412,444 | $105,542 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $3,295,596
- of which government grants
- $3,066,173
- Program service revenue
- $215,186
- Investment income
- $24,119
- Net gain from sales of assets
- $98
- Net income from sales of inventory
- $2,126
- Other revenue
- $2,210
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $298,064
- Other salaries and wages
- $1,695,951
- Salaries, compensation and benefits (total)
- $2,316,180
- Professional fundraising fees
- $0
- Legal fees
- $5,291
- Accounting fees
- $97,604
- Occupancy
- $419,167
- Depreciation
- $56,519
- Program services (functional)
- $3,210,427
- Management and general (functional)
- $415,516
Balance sheet and other
- Total assets, start of year
- $2,259,704
- Total assets, end of year
- $2,110,746
- Total liabilities, end of year
- $2,184,478
- Net assets, end of year
- -$73,732
- Land, buildings and equipment
- $388,144
- Gross receipts
- $3,543,784
- Employees
- 93
- Volunteers
- 30
- Year formed
- 1987
- State of legal domicile
- MN
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 |
|---|---|---|---|---|
| HENRY SCHANTZEN | EXECUTIVE DIRECTOR Officer | 41 | $89,734 | $7,516 |
| MEGHAN BOOTH | CHAIR/TEACHER Trustee or director, Officer | 41 | $54,265 | $4,588 |
| KIM BELL | MEMBER/TEACHER Trustee or director | 1 | $48,823 | $3,990 |
| SHELLY MERCHLEWITZ | TREASURER/TEACHER Trustee or director, Officer | 41 | $43,848 | $5,865 |
| ANNA AARRE | VICE CHAIR/TEACHER Trustee or director, Officer | 41 | $44,797 | $4,820 |
| JESSICA MCILRATH | SECRETARY Trustee or director, Officer | 41 | $0 | $0 |
| MARCY FAIRCLOTH | MEMBER Trustee or director | 1 | $0 | $0 |
| STEPHANIE SCHARTEL DUNN | MEMBER Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2024: 8 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| HENRY SCHANTZEN | EXECUTIVE DIRECTOR Officer | 41 | $86,060 | $7,158 |
| MEGHAN BOOTH | SECRETARY/TEACHER Trustee or director, Officer | 41 | $52,430 | $4,390 |
| MARIAH WHITE | CHAIR/TEACHER Trustee or director, Officer | 41 | $46,025 | $3,836 |
| ANNA AARRE | MEMBER/TEACHER Trustee or director | 41 | $44,130 | $4,721 |
| SHELLY MERCHLEWITZ | TREASURER/TEACHER Trustee or director, Officer | 41 | $41,782 | $6,372 |
| CRYSTAL HEGGE | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| MARCY FAIRCLOTH | MEMBER Trustee or director | 1 | $0 | $0 |
| JESSICA MCILRATH | MEMBER Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 8 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| HENRY SCHANTZEN | EXECUTIVE DIRECTOR Officer | 41 | $96,906 | $8,035 |
| MEGHAN BOOTH | SECRETARY/TEACHER Trustee or director, Officer | 41 | $46,735 | $3,822 |
| MARIAH WHITE | VICE-CHAIR/TEACHER Trustee or director, Officer | 41 | $44,116 | $3,610 |
| SHELLY MERCHLEWITZ | TREASURER/TEACHER Trustee or director, Officer | 41 | $42,533 | $3,687 |
| ANNA AARRE | MEMBER/TEACHER Trustee or director | 41 | $42,600 | $3,521 |
| ANN-MARIE DUNBAR | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| MARCH FAIRCLOTH | MEMBER Trustee or director | 1 | $0 | $0 |
| CRYSTAL HEGGE | MEMBER Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1321 GILMORE AVE, WINONA, MN 55987-2459
- Principal officer (990 for 2024)
- HENRY SCHANTZEN, 1321 GILMORE AVENUE, WINONA, MN 55987
- Signed the 990
- HENRY SCHANTZEN, EXECUTIVE DIRECTOR
- Phone
- (507) 452-2807
- Website
- WWW.BLUFFVIEWMONTESSORI.ORG
- Return prepared by
- CREATIVE PLANNING TAX LLC
Mission
TO FOSTER AND PROMOTE LEARNING THROUGH OUTCOME BASED EDUCATION AS WELL AS PROVIDE BEFORE AND AFTER SCHOOL CARE.
Program accomplishments
- PROVIDE AN ATMOSPHERE WHERE CHILDREN ARE FREE TO DEVELOP THEIR POTENTIAL ACADEMICALLY AND EMOTIONALLY THROUGH THE CURRICULUM OF THE MONTESSORI EDUCATIONAL APPROACH. DURING FISCAL YEAR 2025 THE SCHOOL SERVED 208 STUDENTS. THE SCHOOL CONTINUES TO HAVE STUDENTS ON WAITING LISTS; HOWEVER THE GRADE LEVEL AND AVAILABLE SPACE DO NOT ALWAYS COINCIDE.Expenses $3,210,427 · revenue $215,270
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
- 41-1589141
- 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
- 1988
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B200)
- Assets (IRS master file)
- $2,110,746
- Income (IRS master file)
- $3,543,784
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $3,537,111 | $3,625,943 | $2,110,746 | IRS |
| 990 | June 2024 | $3,387,906 | $3,440,311 | $2,259,704 | IRS |
| 990 | June 2023 | $3,393,190 | $3,188,474 | $2,517,986 | XML |
| 990 | June 2022 | $3,165,320 | $3,112,179 | $2,322,116 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | 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 41-1589141).
Questions about BLUFFVIEW MONTESSORI SCHOOL
- What is the EIN of BLUFFVIEW MONTESSORI SCHOOL?
- The employer identification number (EIN) of BLUFFVIEW MONTESSORI SCHOOL is 41-1589141.
- Is BLUFFVIEW MONTESSORI SCHOOL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1988.
- Are donations to BLUFFVIEW MONTESSORI SCHOOL tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does BLUFFVIEW MONTESSORI SCHOOL 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 BLUFFVIEW MONTESSORI SCHOOL 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 BLUFFVIEW MONTESSORI SCHOOL 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 BLUFFVIEW MONTESSORI SCHOOL?
- The 990 for the year ended June 30, 2025 names HENRY SCHANTZEN.
- Who are the officers and directors of BLUFFVIEW MONTESSORI SCHOOL?
- The 990 for the year ended June 30, 2025 lists 8 people; 5 received compensation from the organization, the highest $89,734 (HENRY SCHANTZEN, EXECUTIVE DIRECTOR).
- How much revenue does BLUFFVIEW MONTESSORI SCHOOL have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $3,537,111, expenses of $3,625,943 and total assets of $2,110,746 at year end.
Other nonprofits in WINONA
- ST MARYS UNIVERSITY OF MINNESOTA EIN 41-0695527 · last filed 990 for 2025
- WINONA STATE UNIVERSITY FOUNDATION EIN 23-7079002 · last filed 990 for 2025
- RIVERWAY LEARNING COMMUNITY EIN 41-1945936 · last filed 990 for 2025
- MINNESOTA STATE COLLEGE SOUTHEAST FOUNDATION EIN 41-1540247 · last filed 990 for 2025
- WINONA AREA PUBLIC SCHOOLS FOUNDATION INC EIN 41-1707738 · last filed 990 for 2025
- BMS BUILDING CORPORATION EIN 41-1951883 · last filed 990 for 2025
- WINONA CREATORS COLLECTIVE EIN 33-3801436 · last filed 990-EZ for 2025
- WINONA AREA PUBLIC SCHOOLS TOUCHDOWN CLUB EIN 41-2004755 · last filed 990-N for 2025