Nonprofit · EIN 52-1238299
MONTESSORI SCHOOL OF OAKTON INC
Tax-exempt · FAIRFAX, VA 22030
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,384,349 | $1,492,504 | -$108,155 | $831,191 | -$6,995 | $838,186 |
| June 30, 2024 | 990 | $1,318,805 | $1,349,223 | -$30,418 | $682,863 | -$5,887 | $688,750 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $24,152
- Program service revenue
- $1,309,810
- Investment income
- $0
- Other revenue
- $50,387
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $257,820
- Other salaries and wages
- $635,876
- Salaries, compensation and benefits (total)
- $961,742
- Professional fundraising fees
- $0
- Accounting fees
- $49,043
- Occupancy
- $148,968
- Travel
- $22,768
- Depreciation
- $8,346
- Program services (functional)
- $1,134,479
- Management and general (functional)
- $339,364
- Fundraising (functional)
- $18,661
Balance sheet and other
- Total assets, start of year
- $860,054
- Total assets, end of year
- $831,191
- Total liabilities, end of year
- -$6,995
- Net assets, end of year
- $838,186
- Land, buildings and equipment
- $46,986
- Net assets without donor restrictions
- $838,186
- Gross receipts
- $1,384,349
- Employees
- 19
- Year formed
- 1981
- State of legal domicile
- VA
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 |
|---|---|---|---|
| Carolyn Linke | President Trustee or director, Officer | 20 | $135,904 |
| Britney Linke Taylor | Teacher Trustee or director, Officer | 5 | $62,500 |
| Mary Young | Vice President Trustee or director, Officer | 5 | $59,416 |
| Allison Fredrick-Harteis | Trustee Trustee or director | 5 | $0 |
| Lisa Banowit | Trustee Trustee or director | 5 | $0 |
| Susan Rehfield | Trustee Trustee or director | 5 | $0 |
| Carmen Arenas | Trustee Trustee or director | 5 | $0 |
| Mary Beth Humen | Trustee Trustee or director | 5 | $0 |
990 for the year ended June 30, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Carolyn Linke | President Trustee or director, Officer, Key employee, Highest-paid employee | 20 | $99,504 |
| Britney Linke Taylor | Teacher Trustee or director, Officer | 5 | $59,584 |
| Mary Young | Vice President Trustee or director, Officer | 5 | $56,080 |
| Carmen Arenas | Trustee Trustee or director | 5 | $0 |
| Mary Beth Humen | Trustee Trustee or director | 5 | $0 |
| Susan Rehfield | Trustee Trustee or director | 5 | $0 |
| Allison Fredrick-Harteis | Trustee Trustee or director | 5 | $0 |
| Lisa Banowit | Trustee Trustee or director | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 10830 MAIN ST, FAIRFAX, VA 22030-4702
- In care of
- % CAROLYN LINKE
- Principal officer (990 for 2024)
- Carolyn Linke, 10830 MAIN STREET, FAIRFAX, VA 22030
- Signed the 990
- CAROLYN LINKE, President
- Phone
- (703) 715-0611
- Website
- WWW.OAKTONMONTESSORI.COM
- Return prepared by
- GEM Accounting & Tax LLC
Mission
It is the mission of the Montessori School of oakton to provide an enriched pre-school and elementary education based on the principles of Maria Montessori, to the students.
Program accomplishments
- It is the sole program service of the Montessori School of Oakton, Inc. to provide preschool and elementary education according to the principles of Maria Montessori to the students enrolled in this programExpenses $1,134,479 · revenue $1,309,810
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
- 52-1238299
- 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
- Category (NTEE)
- Education (B21Z)
- Assets (IRS master file)
- $831,191
- Income (IRS master file)
- $1,384,349
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,384,349 | $1,492,504 | $831,191 | XML |
| 990 | June 2024 | $1,318,805 | $1,349,223 | $682,863 | XML |
| 990 | June 2023 | $1,344,006 | $1,177,889 | $722,986 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | 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 52-1238299).
Questions about MONTESSORI SCHOOL OF OAKTON INC
- What is the EIN of MONTESSORI SCHOOL OF OAKTON INC?
- The employer identification number (EIN) of MONTESSORI SCHOOL OF OAKTON INC is 52-1238299.
- Is MONTESSORI SCHOOL OF OAKTON INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1983.
- Are donations to MONTESSORI SCHOOL OF OAKTON INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MONTESSORI SCHOOL OF OAKTON 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 SCHOOL OF OAKTON INC 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 OAKTON INC 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 OAKTON INC?
- The 990 for the year ended June 30, 2025 names Carolyn Linke.
- Who are the officers and directors of MONTESSORI SCHOOL OF OAKTON INC?
- The 990 for the year ended June 30, 2025 lists 8 people; 3 received compensation from the organization, the highest $135,904 (Carolyn Linke, President).
- How much revenue does MONTESSORI SCHOOL OF OAKTON INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,384,349, expenses of $1,492,504 and total assets of $831,191 at year end.
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