Nonprofit · EIN 56-1086219
MONTESSORI SCHOOL OF RALEIGH INC
Tax-exempt · RALEIGH, NC 27615
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2025 | 990 | $12,316,392 | $11,622,716 | $693,676 | $14,010,833 | $10,787,619 | $3,223,214 |
| July 31, 2024 | 990 | $11,165,161 | $11,067,336 | $97,825 | $13,574,010 | $10,970,431 | $2,603,579 |
| July 31, 2023 | 990 | $9,974,827 | $9,818,258 | $156,569 | $13,923,699 | $11,342,233 | $2,581,466 |
Financial details: 990 for the year ended July 31, 2025
Revenue
- Contributions, gifts and grants
- $219,283
- Program service revenue
- $11,130,889
- Investment income
- $173,018
- Net rental income
- $112,401
- Other revenue
- $793,202
Expenses
- Grants and similar amounts paid
- $458,308
- Compensation of officers, directors and key employees
- $312,397
- Other salaries and wages
- $5,978,575
- Salaries, compensation and benefits (total)
- $7,734,199
- Professional fundraising fees
- $0
- Legal fees
- $94,241
- Accounting fees
- $29,701
- Occupancy
- $212,132
- Depreciation
- $518,549
- Program services (functional)
- $9,313,966
- Management and general (functional)
- $1,813,510
- Fundraising (functional)
- $495,240
Balance sheet and other
- Total assets, start of year
- $13,574,010
- Total assets, end of year
- $14,010,833
- Total liabilities, end of year
- $10,787,619
- Net assets, end of year
- $3,223,214
- Land, buildings and equipment
- $6,706,801
- Net assets without donor restrictions
- $3,210,714
- Net assets with donor restrictions
- $12,500
- Gross receipts
- $12,316,392
- Employees
- 153
- Volunteers
- 220
- Year formed
- 1974
- State of legal domicile
- NC
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.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MONICA R PICKETT RODRIGUEZ | HEAD OF SCHOOL Officer | 40 | $267,955 | $25,203 |
| JUSTIN PIKE | CHIEF OPERATIONS OFFICER Highest-paid employee | 40 | $128,160 | $19,721 |
| HAL WILLIAMS | CHIEF FINANCIAL OFFICER Highest-paid employee | 40 | $102,320 | $12,438 |
| AARON WOODCOCK | DIRECTOR OF FACILITIES Highest-paid employee | 40 | $101,146 | $12,923 |
| BRENDAN KIEL | PRESIDENT Trustee or director, Officer | 4 | $0 | $0 |
| DANIEL RUSSO | VICE PRESIDENT Trustee or director, Officer | 4 | $0 | $0 |
| ANDREA INOKON | SECRETARY Trustee or director, Officer | 3 | $0 | $0 |
| MATTHEW BALDWIN | TREASURER Trustee or director, Officer | 3 | $0 | $0 |
| JULIE BROOKS | TRUSTEE Trustee or director | 2 | $0 | $0 |
| ABDEL DARENSBURG | TRUSTEE Trustee or director | 2 | $0 | $0 |
| VIRAJ DOSHI | TRUSTEE Trustee or director | 2 | $0 | $0 |
| PATRICIA EGGERDING | TRUSTEE Trustee or director | 2 | $0 | $0 |
| TAMARA FRANKLIN | EX-OFFICIO Trustee or director | 0.1 | $0 | $0 |
| JANE GAGLIARDI | TRUSTEE Trustee or director | 2 | $0 | $0 |
| DEBBIE GORDON | TRUSTEE Trustee or director | 2 | $0 | $0 |
7 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LISA LOWE-HALL | TRUSTEE Trustee or director | 2 | $0 |
| BRIAN MCNEIL | TRUSTEE Trustee or director | 2 | $0 |
| MEGHAN PYLE | EX-OFFICIO Trustee or director | 0.1 | $0 |
| CANDACE WATERS | EX-OFFICIO Trustee or director | 0.1 | $0 |
| JAMES HAM | TRUSTEE (THRU 9/4/24) Trustee or director | 1 | $0 |
| PATRICIA BRADLEY | TRUSTEE (THRU 8/28/24) Trustee or director | 1 | $0 |
| KIMBERLY HOLMES-IVERSON | TRUSTEE (THRU 11/14/24) Trustee or director | 1 | $0 |
990 for the year ended July 31, 2024: 23 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MONICA R PICKETT RODRIGUEZ | HEAD OF SCHOOL Officer | 40 | $290,392 | $18,034 |
| MEREDITH DIXON | CHIEF FINANCIAL OFFICER Highest-paid employee | 40 | $147,861 | $12,910 |
| JUSTIN PIKE | CHIEF OPERATIONS OFFICER Highest-paid employee | 40 | $123,248 | $16,020 |
| LISA LOWE-HALL | PRESIDENT Trustee or director, Officer | 5 | $0 | $0 |
| MATTHEW BALDWIN | VICE PRESIDENT Trustee or director, Officer | 4 | $0 | $0 |
| JANE GAGLIARDI | SECRETARY Trustee or director, Officer | 3 | $0 | $0 |
| PETER KAMARCHIK PARTIAL YEAR | PRESIDENT Trustee or director, Officer | 5 | $0 | $0 |
| TIM MEIGS PARTIAL YEAR | VICE PRESIDENT Trustee or director, Officer | 4 | $0 | $0 |
| CHARLES BAYLESS | TRUSTEE Trustee or director | 2 | $0 | $0 |
| DUSTIN BERMUDEZ | TRUSTEE Trustee or director | 2 | $0 | $0 |
| JULIE BROOKS | TRUSTEE Trustee or director | 2 | $0 | $0 |
| ABDEL DARENSBURG | TRUSTEE Trustee or director | 2 | $0 | $0 |
| VIRAJ DOSHI | TRUSTEE Trustee or director | 2 | $0 | $0 |
| PATRICIA EGGERDING | TRUSTEE Trustee or director | 2 | $0 | $0 |
| DEBBIE GORDON | TRUSTEE Trustee or director | 2 | $0 | $0 |
| JAMES HAM | TRUSTEE Trustee or director | 2 | $0 | $0 |
| ANDREA INOKON | TRUSTEE Trustee or director | 2 | $0 | $0 |
| BRENDAN KIEL | TRUSTEE Trustee or director | 2 | $0 | $0 |
| BRIAN MCNEIL | TRUSTEE Trustee or director | 2 | $0 | $0 |
| DANIEL RUSSO | TRUSTEE Trustee or director | 2 | $0 | $0 |
| CANDACE WATERS | TRUSTEE Trustee or director | 2 | $0 | $0 |
| MEGHAN PYLE | EX-OFFICIO Trustee or director | 2 | $0 | $0 |
| TAMARA FRANKLIN | EX-OFFICIO Trustee or director | 1 | $0 | $0 |
990 for the year ended July 31, 2023: 23 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MONICA R PICKETT RODRIGUEZ | HEAD OF SCHOOL Key employee | 40 | $225,589 | $5,025 |
| MEREDITH DIXON | CHIEF FINANCIAL OFFICER Highest-paid employee | 40 | $137,333 | $9,421 |
| LAURA J NOVIA | DIRECTOR OF MARKETING & COMMUNICATIONS Highest-paid employee | 40 | $110,405 | $9,421 |
| KRYSTIN KNOX | EX-OFFICIO Trustee or director | 1 | $0 | $0 |
| PETER KAMARCHIK | PRESIDENT Trustee or director, Officer | 5 | $0 | $0 |
| LISA LOWE-HALL | SECRETARY Trustee or director, Officer | 4 | $0 | $0 |
| TAMARA FRANKLIN | TREASURER Trustee or director, Officer | 4 | $0 | $0 |
| TIM MEIGS | VICE PRESIDENT Trustee or director, Officer | 4 | $0 | $0 |
| MATTHEW BALDWIN | TRUSTEE Trustee or director | 2 | $0 | $0 |
| CHARLES BAYLESS | TRUSTEE Trustee or director | 2 | $0 | $0 |
| DUSTIN BERMUDEZ | TRUSTEE Trustee or director | 2 | $0 | $0 |
| PATRICIA BRADLEY | TRUSTEE Trustee or director | 2 | $0 | $0 |
| JULIE BROOKS | TRUSTEE Trustee or director | 2 | $0 | $0 |
| ABDEL DARENSBURG | TRUSTEE Trustee or director | 2 | $0 | $0 |
| VIRAJ DOSHI | TRUSTEE Trustee or director | 2 | $0 | $0 |
| PATRICIA EGGERDING | TRUSTEE Trustee or director | 2 | $0 | $0 |
| JANE GAGLIARDI | TRUSTEE Trustee or director | 2 | $0 | $0 |
| DEBBIE GORDON | TRUSTEE Trustee or director | 2 | $0 | $0 |
| ERIN GRANT | TRUSTEE Trustee or director | 2 | $0 | $0 |
| JAMES HAM | TRUSTEE Trustee or director | 2 | $0 | $0 |
| BRIAN MCNEIL | TRUSTEE Trustee or director | 2 | $0 | $0 |
| MEGHAN PYLE | TRUSTEE Trustee or director | 2 | $0 | $0 |
| CANDACE WATERS | TRUSTEE Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 7005 LEAD MINE RD, RALEIGH, NC 27615-5905
- In care of
- % MEREDITH DIXON
- Principal officer (990 for 2024)
- MONICA RODRIGUEZ, 7005 LEAD MINE ROAD, RALEIGH, NC 27615
- Signed the 990
- JUSTIN PIKE, CFOO
- Phone
- (919) 848-1545
- Website
- WWW.MSR.ORG
- Return prepared by
- DEAN DORTON ALLEN FORD PLLC
Mission
THE MONTESSORI SCHOOL OF RALEIGH (MSR) AND CAROLINA PREPARATORY ACADEMY (CAROLINA PREP) ARE THE TRIANGLE'S MODERN EMBODIMENT AND MINDFUL PRACTICE OF THE TIME-PROVEN MONTESSORI PHILOSOPHY AND THE WORLD-RENOWNED INTERNATIONAL BACCALAUREATE PROGRAM, DEVELOPING AGILE THINKERS, POISED COMMUNICATORS, AND GRACIOUS COLLABORATORS-ENGINEERS OF AUTHENTIC AND FULFILLING LIVES.
Program accomplishments
- THE MONTESSORI SCHOOL OF RALEIGH IS A COMMUNITY OF CHILDREN FROM INFANCY (SIX WEEKS) THROUGH GRADE 12. THROUGH SELF-DIRECTED ENGAGEMENT WITH MSR'S EMBRACING CULTURE, INHERENTLY INTERDISCIPLINARY CURRICULUM, AND PURPOSEFULLY PREPARED ENVIRONMENTS, STUDENTS CONSTRUCT MEANING BY EXPLORING THEIR PERSONAL INTERESTS AND CURIOSITIES.GUIDED BOTH IMPLICITLY AND EXPLICITLY BY EXPERT TEACHERS, THEIR PEERS, AND THEIR OWN METACOGNITIVE REFLECTIONS, STUDENTS DEVELOP MASTERY ACROSS EVOLVING SOCIAL, EMOTIONAL, AND ACADEMIC DOMAINS. THEY LEARN THE HABITS OF MIND AND PRACTICE THAT FOSTER DEEP FOCUS, DISCERNMENT, UNDERSTANDING, AND MATURITY FROM THEIR EARLIEST YEARS.THROUGH THIS COMPREHENSIVE PREPARATION, STUDENTS BUILD THE COGNITIVE, EXECUTIVE, AND INTERPERSONAL SKILLS WIDELY RECOGNIZED AS ESSENTIAL FOR SUCCESS IN COLLEGE AND IN LIFE-EMERGING AS AGILE THINKERS, POISED COMMUNICATORS, AND COLLABORATIVE COMMUNITY MEMBERS.THE MIDDLE AND UPPER SCHOOL PROGRAMS, OPERATING AS CAROLINA PREPARATORY ACADEMY, SERVE STUDENTS IN GRADES 6 THROUGH 12 AND OFFER AN INTERNATIONAL BACCALAUREATE CONTINUUM, INCLUDING THE MIDDLE YEARS PROGRAMME AND THE DIPLOMA PROGRAMME, PROVIDING A RIGOROUS AND GLOBALLY RECOGNIZED COURSE OF STUDY THAT PREPARES STUDENTS FOR SUCCESS IN COLLEGE AND BEYOND.Expenses $9,313,966 · grants $458,308 · revenue $11,924,091
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | July 31, 2026 | December 15, 2026 | Not due yet |
| 2024 | July 31, 2025 | December 15, 2025 | 990 on file |
| 2023 | July 31, 2024 | December 16, 2024 | 990 on file |
IRS record
- EIN
- 56-1086219
- 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
- 1975
- Accounting year ends
- July
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B21Z)
- Assets (IRS master file)
- $14,010,833
- Income (IRS master file)
- $12,316,392
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | July 2025 | $12,316,392 | $11,622,716 | $14,010,833 | XML |
| 990 | July 2024 | $11,165,161 | $11,067,336 | $13,574,010 | XML |
| 990 | July 2023 | $9,974,827 | $9,818,258 | $13,923,699 | XML |
| 990 | July 2022 | $9,426,931 | $8,358,194 | $13,282,887 | IRS |
| 990 | July 2021 | – | – | – | IRS |
| 990 | July 2020 | – | – | – | IRS |
| 990 | July 2019 | – | – | – | IRS |
| 990 | July 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 56-1086219).
Questions about MONTESSORI SCHOOL OF RALEIGH INC
- What is the EIN of MONTESSORI SCHOOL OF RALEIGH INC?
- The employer identification number (EIN) of MONTESSORI SCHOOL OF RALEIGH INC is 56-1086219.
- Is MONTESSORI SCHOOL OF RALEIGH INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1975.
- Are donations to MONTESSORI SCHOOL OF RALEIGH INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MONTESSORI SCHOOL OF RALEIGH 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 RALEIGH 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 SCHOOL OF RALEIGH INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended July 2025.
- Who is the principal officer of MONTESSORI SCHOOL OF RALEIGH INC?
- The 990 for the year ended July 31, 2025 names MONICA RODRIGUEZ.
- Who are the officers and directors of MONTESSORI SCHOOL OF RALEIGH INC?
- The 990 for the year ended July 31, 2025 lists 22 people; 4 received compensation from the organization, the highest $267,955 (MONICA R PICKETT RODRIGUEZ, HEAD OF SCHOOL).
- How much revenue does MONTESSORI SCHOOL OF RALEIGH INC have?
- On its 990 for the year ended July 31, 2025 it reported revenue of $12,316,392, expenses of $11,622,716 and total assets of $14,010,833 at year end.
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