Nonprofit · EIN 56-2243027
CASA ESPERANZA MONTESSORI INCORPORA TED
Tax-exempt · WAKE FOREST, NC 27587
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $10,087,590 | $9,018,726 | $1,068,864 | $21,776,714 | $21,502,182 | $274,532 |
| June 30, 2024 | 990 | $8,836,525 | $8,465,129 | $371,396 | $21,491,228 | $22,285,560 | -$794,332 |
| June 30, 2023 | 990 | $7,499,163 | $7,605,044 | -$105,881 | $21,817,011 | $22,982,739 | -$1,165,728 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $8,528,585
- of which government grants
- $8,526,926
- Program service revenue
- $565,831
- Investment income
- $188,262
- Net rental income
- $784,696
- Tax-exempt bond proceeds
- $20,289
- Other revenue
- $804,912
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $126,000
- Other salaries and wages
- $4,481,326
- Salaries, compensation and benefits (total)
- $5,589,200
- Professional fundraising fees
- $0
- Legal fees
- $3,700
- Accounting fees
- $12,212
- Occupancy
- $708,819
- Travel
- $20,156
- Depreciation
- $333,970
- Program services (functional)
- $6,978,316
- Management and general (functional)
- $2,040,410
Balance sheet and other
- Total assets, start of year
- $21,491,228
- Total assets, end of year
- $21,776,714
- Total liabilities, end of year
- $21,502,182
- Net assets, end of year
- $274,532
- Land, buildings and equipment
- $13,510,408
- Net assets without donor restrictions
- -$3,200,901
- Net assets with donor restrictions
- $3,475,433
- Gross receipts
- $10,087,590
- Employees
- 130
- Volunteers
- 100
- Year formed
- 2001
- 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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GERITA CONNOR | EXECUTIVE DIRECTOR Officer | 40 | $126,000 |
| SERAKA DAVIS | CHAIR Trustee or director, Officer | 5 | $0 |
| MONIQUE TAYLOR | VICE CHAIR Trustee or director, Officer | 5 | $0 |
| ALICE WARD | TREASURER Trustee or director, Officer | 5 | $0 |
| MONICA PERRY | SECRETARY Trustee or director, Officer | 5 | $0 |
| JON LEE | MEMBER AT LARGE Trustee or director | 5 | $0 |
990 for the year ended June 30, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GERITA CONNOR | EXECUTIVE DIRECTOR Officer | 40 | $126,000 |
| MONIQUE TAYLOR | BOARD CHAIR Trustee or director, Officer | 5 | $0 |
| SERAKA DAVIS | BOARD VICE-CHAIR Trustee or director, Officer | 5 | $0 |
| MONICA PERRY | BOARD SECRETARY Trustee or director, Officer | 5 | $0 |
| ALICE WARD | BOARD TREASURER Trustee or director, Officer | 5 | $0 |
| KAITLIN JACKSON | BOARD MEMBER-AT-LARGE Trustee or director | 5 | $0 |
| JON LEE | BOARD MEMBER-AT-LARGE Trustee or director | 5 | $0 |
990 for the year ended June 30, 2023: 8 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| TERESA OUTLAW | HEAD OF SCHOOL (8/11/21-06/30/2022) Officer | 40 | $38,142 | $6,613 |
| MIKE SLIPSKY | SECRETARY (7/1/21-3/3/22) Trustee or director, Officer | 1 | $0 | $0 |
| MONICA PERRY | SECRETARY (03/04/2022-CURRENT) Trustee or director, Officer | 1 | $0 | $0 |
| MONIQUE TAYLOR | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| SERAKA DAVIS | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| ALICE WARD | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| JON LEE | MEMBER AT LARGE Trustee or director | 1 | $0 | $0 |
| GERITA CONNOR | EXECUTIVE DIRECTOR (01/01/22-CURRENT) Officer | 40 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 10510 STAR RD, WAKE FOREST, NC 27587-7765
- In care of
- % JANICE BONHAM-WEST
- Principal officer (990 for 2024)
- SERAKA DAVIS, 10510 STAR ROAD, WAKE FOREST, NC 27587
- Signed the 990
- SERAKA DAVIS, BOARD CHAIR
- Phone
- (919) 855-9811
- Website
- WWW.CEMCS.ORG
- Return prepared by
- SHARPE PATEL CPA
Mission
CASA ESPERANZA MONTESSORI EDUCATES STUDENTS USING THE MONTESSORI PHILOSOPHY AND SPANISH LANGUAGE ACQUISITION TO DEVELOP INDEPENDENT, SELF-MOTIVATED INDIVIDUALS WHO POSSESS THE CRITICAL THINKING SKILLS NECESSARY TO BECOME RESPONSIBLE GLOBAL CITIZENS.
Program accomplishments
- OPERATION OF A TUITION-FREE PUBLIC CHARTER SCHOOL THAT OFFERS A DUAL-LANGUAGE CURRICULUM AND MONTESSORI PHILOSOPHY, SERVING 733 STUDENTS IN GRADES K THROUGH 8, AND A PRIVATE PRE-K PROGRAM SERVING 23 STUDENTS IN WAKE FOREST, NC.Expenses $6,978,316 · revenue $1,370,743
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
- 56-2243027
- 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
- 2002
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B29)
- Assets (IRS master file)
- $21,776,714
- Income (IRS master file)
- $10,087,590
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $10,087,590 | $9,018,726 | $21,776,714 | IRS |
| 990 | June 2024 | $8,836,525 | $8,465,129 | $21,491,228 | IRS |
| 990 | June 2023 | $7,499,163 | $7,605,044 | $21,817,011 | XML |
| 990 | June 2022 | $6,162,361 | $7,088,249 | $24,474,251 | 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 56-2243027).
Questions about CASA ESPERANZA MONTESSORI INCORPORA TED
- What is the EIN of CASA ESPERANZA MONTESSORI INCORPORA TED?
- The employer identification number (EIN) of CASA ESPERANZA MONTESSORI INCORPORA TED is 56-2243027.
- Is CASA ESPERANZA MONTESSORI INCORPORA TED tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to CASA ESPERANZA MONTESSORI INCORPORA TED tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CASA ESPERANZA MONTESSORI INCORPORA TED 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 CASA ESPERANZA MONTESSORI INCORPORA TED 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 CASA ESPERANZA MONTESSORI INCORPORA TED 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 CASA ESPERANZA MONTESSORI INCORPORA TED?
- The 990 for the year ended June 30, 2025 names SERAKA DAVIS.
- Who are the officers and directors of CASA ESPERANZA MONTESSORI INCORPORA TED?
- The 990 for the year ended June 30, 2025 lists 6 people; 1 received compensation from the organization, the highest $126,000 (GERITA CONNOR, EXECUTIVE DIRECTOR).
- How much revenue does CASA ESPERANZA MONTESSORI INCORPORA TED have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $10,087,590, expenses of $9,018,726 and total assets of $21,776,714 at year end.
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