Nonprofit · EIN 56-2167010
CHRISTIAN MONTESSORI SCHOOL AT LAKE NORMAN
Tax-exempt · HUNTERSVILLE, NC 28078
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2025 | 990 | $791,456 | $858,005 | -$66,549 | $476,233 | $0 | $476,233 |
| July 31, 2024 | 990 | $870,959 | $817,144 | $53,815 | $567,492 | $24,710 | $542,782 |
| July 31, 2023 | 990 | $1,131,193 | $845,136 | $286,057 | $511,581 | $22,614 | $488,967 |
Financial details: 990 for the year ended July 31, 2025
Revenue
- Contributions, gifts and grants
- $26,208
- of which government grants
- $21,367
- Program service revenue
- $749,957
- Investment income
- $15,291
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $549,957
- Salaries, compensation and benefits (total)
- $617,952
- Professional fundraising fees
- $0
- Legal fees
- $587
- Accounting fees
- $500
- Occupancy
- $168,648
- Depreciation
- $7,027
- Program services (functional)
- $846,777
- Management and general (functional)
- $11,228
Balance sheet and other
- Total assets, start of year
- $567,492
- Total assets, end of year
- $476,233
- Total liabilities, end of year
- $0
- Net assets, end of year
- $476,233
- Land, buildings and equipment
- $282,882
- Net assets without donor restrictions
- $476,233
- Gross receipts
- $791,456
- Employees
- 16
- Year formed
- 1999
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 |
|---|---|---|---|
| GRETCHEN BARRETT | OFFICER Officer | – | $0 |
| WHITNEY CHALCAS | VICE PRESIDE Officer | – | $0 |
| KEVIN DEPARTHY | OFFICER Officer | – | $0 |
| KRISTIN MYERS | OFFICER Officer | – | $0 |
| WILBURN OZIOGU | PRESIDENT Officer | – | $0 |
| KATELYN QUINN | TREASURER/BU Officer | – | $0 |
| ELIZABETH SARVER | OFFICER Officer | – | $0 |
990 for the year ended July 31, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GRETCHEN BARRETT | OFFICER Officer | – | $0 |
| WHITNEY CHALCAS | VICE PRESIDE Officer | – | $0 |
| KEVIN DEPARTHY | OFFICER Officer | – | $0 |
| CHARLES HORTON | TREASURER Officer | – | $0 |
| KRISTIN MYERS | OFFICER Officer | – | $0 |
| WILBURN OZIOGU | PRESIDENT Officer | – | $0 |
| ELIZABETH SARVER | OFFICER Officer | – | $0 |
990 for the year ended July 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Wilburn Oziogu | President Trustee or director, Officer | 3 | $0 |
| Whitney Chalcas | Vice President Trustee or director, Officer | 1 | $0 |
| Libby Sarver | Officer Trustee or director, Officer | 1 | $0 |
| Gretchen Barrett | Officer Trustee or director, Officer | 1 | $0 |
| Kevin | Departhy Trustee or director, Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 14813 N OLD STATESVILLE RD, HUNTERSVILLE, NC 28078-7358
- Principal officer (990 for 2024)
- WHITNEY CHALCAS, 14101 STUMPTOWN RD, HUNTERSVILLE, NC 28078
- Signed the 990
- KATELYN QUINN, TREASURER/BUSINESS M
- Phone
- (704) 875-1801
- Return prepared by
- LADD MCCALL & ASSOCIATES CPAS PA
Mission
IT IS OUR MISSION TO PROVIDE A MONTESSORI EDUCATION THAT CELEBRATES THE INDIVIDUAL GIFTS OF THE CHILD, NURTURES A PASSION FOR LEARNING BIBLICAL PRINCIPLES AND EQUIPS CHILDREN FOR ACADEMIC EXCELLENCE AND DISCIPLESHIP.
Program accomplishments
- THE CHRISTIAN MONTESSORI SCHOOL OF LAKE NORMAN IS A FULLY FUNCTIONING SCHOOL FOR STUDENTS BETWEEN THE AGES OF SIX WEEKS AND KINDERGARTEN. THE SCHOOL OPERATES ON THE MONTESSORU PHILOSOPHY AND METHODOLOGY. THIS PHILOSOPHY AND METHODOLOGY PROMOTES THE DEVELOPMENT OF SELF MOTIVATION, INDEPENDENCE, CURIOSITY, COOPERATION AND CONCERN FOR OTHERS.Expenses $846,777 · revenue $776,165
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
- 56-2167010
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2001
- Accounting year ends
- July
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B99)
- Assets (IRS master file)
- $476,233
- Income (IRS master file)
- $791,456
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | July 2025 | $791,456 | $858,005 | $476,233 | XML |
| 990 | July 2024 | $870,959 | $817,144 | $567,492 | XML |
| 990 | July 2023 | $1,131,193 | $845,136 | $511,581 | XML |
| 990 | July 2022 | – | – | – | IRS |
| 990 | July 2021 | – | – | – | IRS |
| 990 | July 2020 | – | – | – | 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 56-2167010).
Questions about CHRISTIAN MONTESSORI SCHOOL AT LAKE NORMAN
- What is the EIN of CHRISTIAN MONTESSORI SCHOOL AT LAKE NORMAN?
- The employer identification number (EIN) of CHRISTIAN MONTESSORI SCHOOL AT LAKE NORMAN is 56-2167010.
- Is CHRISTIAN MONTESSORI SCHOOL AT LAKE NORMAN tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to CHRISTIAN MONTESSORI SCHOOL AT LAKE NORMAN tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CHRISTIAN MONTESSORI SCHOOL AT LAKE NORMAN 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 CHRISTIAN MONTESSORI SCHOOL AT LAKE NORMAN 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 CHRISTIAN MONTESSORI SCHOOL AT LAKE NORMAN 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 CHRISTIAN MONTESSORI SCHOOL AT LAKE NORMAN?
- The 990 for the year ended July 31, 2025 names WHITNEY CHALCAS.
- Who are the officers and directors of CHRISTIAN MONTESSORI SCHOOL AT LAKE NORMAN?
- The 990 for the year ended July 31, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does CHRISTIAN MONTESSORI SCHOOL AT LAKE NORMAN have?
- On its 990 for the year ended July 31, 2025 it reported revenue of $791,456, expenses of $858,005 and total assets of $476,233 at year end.
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