Nonprofit · EIN 63-1209188
HILLTOP MONTESSORI SCHOOL INC
Tax-exempt · BIRMINGHAM, AL 35242
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2025 | 990 | $2,469,793 | $2,525,642 | -$55,849 | $7,279,397 | $4,812,794 | $2,466,603 |
| July 31, 2024 | 990 | $2,473,974 | $2,533,758 | -$59,784 | $7,561,561 | $5,039,109 | $2,522,452 |
Financial details: 990 for the year ended July 31, 2025
Revenue
- Contributions, gifts and grants
- $55,707
- of which government grants
- $50,682
- Program service revenue
- $2,340,817
- Investment income
- $12,718
- Net income from fundraising events
- $52,464
- Other revenue
- $60,551
Expenses
- Grants and similar amounts paid
- $28,500
- Compensation of officers, directors and key employees
- $215,040
- Other salaries and wages
- $1,122,683
- Salaries, compensation and benefits (total)
- $1,787,266
- Professional fundraising fees
- $0
- Occupancy
- $88,471
- Depreciation
- $202,992
- Program services (functional)
- $1,891,503
- Management and general (functional)
- $524,665
- Fundraising (functional)
- $109,474
Balance sheet and other
- Total assets, start of year
- $7,561,561
- Total assets, end of year
- $7,279,397
- Total liabilities, end of year
- $4,812,794
- Net assets, end of year
- $2,466,603
- Land, buildings and equipment
- $6,564,937
- Net assets without donor restrictions
- $1,056,388
- Net assets with donor restrictions
- $1,410,215
- Gross receipts
- $2,495,082
- Employees
- 43
- Volunteers
- 8
- Year formed
- 1999
- State of legal domicile
- AL
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 |
|---|---|---|---|
| EMILY NELSON | FORMER HEAD OF SCHOOL Former | 40 | $130,520 |
| THERESA FOX | DIRECTOR OF FINANCE AND OP Officer | 40 | $84,519 |
| CINDI STEHR | BOARD MEMBER & TEACHER Trustee or director | 41 | $70,119 |
| ERIC FOX | PRESIDENT Trustee or director, Officer | 1 | $0 |
| NICOLE SAIA | BOARD MEMBER Trustee or director | 1 | $0 |
| SIERRA EARLE | BOARD MEMBER Trustee or director | 1 | $0 |
| STEWART WADDELL MD | BOARD MEMBER Trustee or director | 1 | $0 |
| BILL SEGREST | BOARD MEMBER Trustee or director | 1 | $0 |
| TRENT GILBERT | BOARD MEMBER Trustee or director | 1 | $0 |
| MICHELE WILENSKY | BOARD MEMBER Trustee or director | 1 | $0 |
| YUMI ROBERTSON | BOARD MEMBER Trustee or director | 1 | $0 |
| LISA LITKA | HEAD OF SCHOOL Officer | 40 | $0 |
990 for the year ended July 31, 2024: 10 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| THERESA FOX | DIRECTOR OF FINANCE AND OP Officer | 40 | $87,961 | $6,260 |
| CINDI STEHR | BOARD MEMBER & TEACHER Trustee or director | 41 | $87,276 | $1,749 |
| EMILY NELSON | HEAD OF SCHOOL Officer | 40 | $73,199 | $3,509 |
| ERIC FOX | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| NICOLE SAIA | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| PEGGY DUPUY | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| STEWART WADDELL MD | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| BILL SEGREST | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| LYNDSAY GUNN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MICHELE WILENSKY | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 6 ABBOTT SQ, BIRMINGHAM, AL 35242-1805
- Principal officer (990 for 2024)
- LISA LITKA, 6 ABBOTT SQUARE, BIRMINGHAM, AL 35242
- Signed the 990
- LISA LITKA, HEAD OF SCHOOL
- Phone
- (205) 437-9343
- Website
- WWW.HILLTOPMONTESSORI.COM
- Return prepared by
- BORLAND BENEFIELD PC
Mission
TO LIGHT THE FLAME OF LEARNING TO ACHIEVE A LIFETIME OF SUCCESS.
Program accomplishments
- TODDLER PROGRAM THE SCHOOL OFFERS BOTH PART-TIME AND FULL-TIME TODDLER PROGRAMS. TODDLERS HAVE DAILY INSTRUCTION IN THE FOUNDATIONS OF READING, MATHEMATICS, SCIENCE, GEOGRAPHY, FOREIGN LANGUAGE, AND PRACTICAL LIFE, AND RANGE IN AGE FROM EIGHTEEN MONTHS THROUGH YEAR THREE. AT THIS AGE LEVEL, THEY MOVE THROUGH A SET CURRICULUM AT THEIR OWN PACE UNDER THE DIRECTION OF CERTIFIED INSTRUCTORS. ALL STUDENTS PARTICIPATE IN OUTDOOR CLASSROOM AREAS THAT INCLUDE GARDENING AND COOKING. SIGN LANGUAGE IS ALSO TAUGHT AS PART OF THE CURRICULUM.PRESCHOOL/KINDERGARTEN PROGRAM THE SCHOOL OFFERS A PRIMARY/PRESCHOOL PROGRAM, EITHER FOR A HALF DAY OR A FULL DAY FOR CHILDREN AGES THREE THROUGH SIX. THE STUDENTS REMAIN IN THE SAME CLASSROOM, WITH THE SAME INSTRUCTOR, FOR A FULL THREE-YEAR CYCLE. CHILDREN WORK THROUGH THE CURRICULUM AT THEIR OWN PACE AND ARE EXPOSED TO FOUNDATIONS IN MATH, READING, GRAMMAR, GEOMETRY, ALGEBRA, BOTANY, ZOOLOGY, AND GEOGRAPHY. READINESS GOALS AND FORMAL ASSESSMENTS OCCUR THROUGHOUT THE STUDENT'S PROGRESS, WITH PREPARATION FOR AN ACCELERATED FIRST THROUGH THIRD-GRADE PROGRAM AS THE PRIMARY GOAL. STUDENTS AT THIS AGE ALSO PARTICIPATE IN MUSIC & ART EDUCATION, IN ADDITION TO DAILY SPANISH INSTRUCTION. PRIVATE PIANO LESSONS ARE OFFERED AT AGE FOUR, AND ONCE CHILDREN ARE IN KINDERGARTEN, THEY PARTICIPATE IN PHYSICAL EDUCATION CLASSES AND FIELD TRIPS. ALL STUDENTS PARTICIPATE IN OUTDOOR CLASSROOM AREAS THAT INCLUDE GARDENING AND COOKING.ELEMENTARY PROGRAM THE SCHOOL'S ELEMENTARY PROGRAM IS COMPRISED OF LOWER ELEMENTARY (FIRST THROUGH THIRD GRADE) AND UPPER ELEMENTARY (FOURTH THROUGH SIXTH GRADE). STUDENTS AT THIS LEVEL ARE ALSO INVOLVED IN THREE-YEAR CYCLES, WHERE THEY ARE IN THE SAME CLASS WITH THE SAME INSTRUCTOR FOR THE FULL CYCLE. ADDITIONALLY, THE STUDENTS BEGIN FORMAL INSTRUCTION IN COMPUTER SCIENCE, FINE ARTS, MORE ADVANCED MUSIC INSTRUCTION, AND CONTINUE WITH PHYSICAL EDUCATION. EXTRACURRICULAR OPTIONS VARY, BUT OFFERED THIS YEAR ARE: LEGO CLUB, HOME ECONOMICS, ADVANCED TECH STOP MOTION, CHESS, DANCE, PERCUSSION, SCIENCE, AND SOCCER. THERE IS AN ON-SITE, M-F AFTER-CARE OPTION CALLED IVY CAMPS FOR ELEMENTARY-AGED CHILDREN.MIDDLE SCHOOL PROGRAM THE SCHOOL OFFERS A COMBINATION OF SEVENTH AND EIGHTH-GRADE CLASSES FOR THE PURPOSE OF TRANSITIONING THE STUDENTS TO SECONDARY EDUCATION. AS PART OF A BRIDGE/PREPARATION INTO MORE TRADITIONAL EDUCATION FOR THE STUDENT, MORE EMPHASIS IS PLACED ON ASSESSMENTS AND GRADES AT THIS LEVEL. CHILDREN WHO TYPICALLY PARTICIPATE IN MIDDLE SCHOOL ARE HEADED TOWARD MORE CHALLENGING SECONDARY PRIVATE SCHOOLS. SUMMER ENRICHMENT THE SCHOOL OFFERS SUMMER ENRICHMENT THROUGHOUT JUNE AND JULY. STUDENTS DO NOT HAVE TO BE ENROLLED AT THE SCHOOL IN ORDER TO PARTICIPATE. THE SESSIONS ARE DESIGNED TO INTRODUCE THE STUDENTS TO THE MONTESSORI PHILOSOPHY IN A RELAXED, SUMMER ATMOSPHERE. MOST SESSIONS CENTER AROUND EXCITING AND ENGAGING ACADEMIC THEMES IN SCIENCE, MUSIC, FINE ARTS, AND OTHER CURRICULUM SUBJECTS.Expenses $1,891,503 · grants $28,500 · revenue $2,348,904
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
- 63-1209188
- 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
- 2000
- Accounting year ends
- July
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B20)
- Assets (IRS master file)
- $7,279,397
- Income (IRS master file)
- $2,495,082
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | July 2025 | $2,469,793 | $2,525,642 | $7,279,397 | XML |
| 990 | July 2024 | $2,473,974 | $2,533,758 | $7,561,561 | XML |
| 990 | July 2023 | $2,830,034 | $2,516,483 | $7,731,136 | IRS |
| 990 | July 2022 | $2,502,542 | $2,304,648 | $7,698,375 | IRS |
| 990-T | July 2022 | – | – | – | IRS |
| 990 | July 2021 | – | – | – | IRS |
| 990-T | 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 63-1209188).
Questions about HILLTOP MONTESSORI SCHOOL INC
- What is the EIN of HILLTOP MONTESSORI SCHOOL INC?
- The employer identification number (EIN) of HILLTOP MONTESSORI SCHOOL INC is 63-1209188.
- Is HILLTOP MONTESSORI SCHOOL INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to HILLTOP MONTESSORI SCHOOL INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HILLTOP MONTESSORI SCHOOL 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 HILLTOP MONTESSORI SCHOOL 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 HILLTOP MONTESSORI SCHOOL 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 HILLTOP MONTESSORI SCHOOL INC?
- The 990 for the year ended July 31, 2025 names LISA LITKA.
- Who are the officers and directors of HILLTOP MONTESSORI SCHOOL INC?
- The 990 for the year ended July 31, 2025 lists 12 people; 3 received compensation from the organization, the highest $130,520 (EMILY NELSON, FORMER HEAD OF SCHOOL).
- How much revenue does HILLTOP MONTESSORI SCHOOL INC have?
- On its 990 for the year ended July 31, 2025 it reported revenue of $2,469,793, expenses of $2,525,642 and total assets of $7,279,397 at year end.
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