Nonprofit · EIN 62-1857209
MONTESSORI SCHOOL OF FRANKLIN
Tax-exempt · FRANKLIN, TN 37064
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $621,923 | $600,245 | $21,678 | $382,410 | $0 | $382,410 |
| June 30, 2024 | 990 | $872,877 | $802,150 | $70,727 | $364,254 | $32,500 | $331,754 |
| June 30, 2023 | 990 | $958,484 | $780,813 | $177,671 | $60,200 | $60,200 | $0 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $11,080
- of which government grants
- $10,972
- Program service revenue
- $610,843
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $283,883
- Salaries, compensation and benefits (total)
- $386,206
- Professional fundraising fees
- $0
- Accounting fees
- $850
- Occupancy
- $129,137
- Program services (functional)
- $600,245
Balance sheet and other
- Total assets, start of year
- $360,732
- Total assets, end of year
- $382,410
- Total liabilities, end of year
- $0
- Net assets, end of year
- $382,410
- Net assets without donor restrictions
- $382,410
- Gross unrelated business income
- $530
- Gross receipts
- $621,923
- Employees
- 13
- Volunteers
- 7
- Year formed
- 2001
- State of legal domicile
- TN
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 |
|---|---|---|---|
| Chris Gustin | Member Trustee or director | 10 | $0 |
| James Sullivan | Member Trustee or director | 10 | $0 |
| Jim Vaden | Member Trustee or director | 10 | $0 |
| Heather Morris | President Officer | 15 | $0 |
| Liza Livak | Vice President Officer | 10 | $0 |
| Amanda Heiser | Secretary Officer | 10 | $0 |
| Kimberly Vaden | Treasurer Officer | 15 | $0 |
990 for the year ended June 30, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Heather Morris | President Trustee or director | 10 | $0 |
| Liza Livak | Vice President Trustee or director | 10 | $0 |
| Kimberly Vaden | Treasurer | 5 | $0 |
| Amanda Heiser | Secretary | 5 | $0 |
| Jim Vaden | Board Member | 5 | $0 |
| Yoo Mee Pak | Board Member | 5 | $0 |
| Meg Mathman | Board Member | 5 | $0 |
990 for the year ended June 30, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Lori Setliff | President Trustee or director | 25 | $0 |
| Yoo Me | Treasurer Trustee or director | 10 | $0 |
| James Sullivan | Secretary | 5 | $0 |
| Katie Evans | Board Member | 5 | $0 |
| Noya Kanter | Board Member | 5 | $0 |
| Anna Eades | Board Member | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 1325 W MAIN ST STE 108, FRANKLIN, TN 37064-3786
- Principal officer (990 for 2024)
- Montessori School of Franklin, PO Box 682664, Franklin, TN 37068
- Signed the 990
- Heather Morris, President Board of Directors
- Phone
- (629) 246-9120
Mission
Provide early childhood and elementary education using the Montessori Method of instruction.
Program accomplishments
- Provided early childhood and elementary education to students using the Montessori Method of instruction. No grants were provided.Expenses $600,245 · revenue $621,393
- Provided early childhood and elementary education to students using the Montessori Method of instruction. No grants were provided.0
- Provided early childhood and elementary education to students using the Montessori Method of instruction. No grants were provided.0
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
- 62-1857209
- 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
- 2001
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B21)
- Assets (IRS master file)
- $382,410
- Income (IRS master file)
- $621,923
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $621,923 | $600,245 | $382,410 | XML |
| 990 | June 2024 | $872,877 | $802,150 | $364,254 | XML |
| 990 | June 2023 | $958,484 | $780,813 | $60,200 | XML |
| 990 | June 2022 | $918,831 | $920,294 | $1,174,894 | 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 62-1857209).
Questions about MONTESSORI SCHOOL OF FRANKLIN
- What is the EIN of MONTESSORI SCHOOL OF FRANKLIN?
- The employer identification number (EIN) of MONTESSORI SCHOOL OF FRANKLIN is 62-1857209.
- Is MONTESSORI SCHOOL OF FRANKLIN tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to MONTESSORI SCHOOL OF FRANKLIN tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MONTESSORI SCHOOL OF FRANKLIN 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 FRANKLIN 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 FRANKLIN 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 FRANKLIN?
- The 990 for the year ended June 30, 2025 names Montessori School of Franklin.
- Who are the officers and directors of MONTESSORI SCHOOL OF FRANKLIN?
- The 990 for the year ended June 30, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does MONTESSORI SCHOOL OF FRANKLIN have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $621,923, expenses of $600,245 and total assets of $382,410 at year end.
Other nonprofits in FRANKLIN
- BATTLE GROUND ACADEMY OF FRANKLIN TENNESSEE EIN 62-0125920 · last filed 990 for 2025
- GRACE CHRISTIAN ACADEMY OF LEIPERS FORK EIN 26-3284392 · last filed 990 for 2025
- FRANKLIN CHRISTIAN ACADEMY EIN 80-0117857 · last filed 990 for 2025
- COMPETENCY-BASED EDUCATION NETWORK INC EIN 82-1307652 · last filed 990 for 2025
- NEW HOPE ACADEMY EIN 63-1172489 · last filed 990 for 2025
- BRIGHTSTONE INC EIN 62-1783260 · last filed 990 for 2025
- FRANKLIN CLASSICAL SCHOOL EIN 62-1637576 · last filed 990 for 2025
- FOLDS OF HONOR FOUNDATION EIN 85-1626723 · last filed 990 for 2024