Nonprofit · EIN 86-0993300
LEHI MONTESSORI INC
Tax-exempt · MESA, AZ 85203
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2024 | 990 | $426,986 | $475,718 | -$48,732 | $444,792 | $2,583 | $442,209 |
| June 30, 2023 | 990 | $448,266 | $352,036 | $96,230 | $492,501 | $1,560 | $490,941 |
Financial details: 990 for the year ended June 30, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $426,986
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $59,150
- Other salaries and wages
- $203,023
- Salaries, compensation and benefits (total)
- $282,866
- Professional fundraising fees
- $0
- Accounting fees
- $20,700
- Occupancy
- $55,052
- Depreciation
- $8,496
- Program services (functional)
- $475,718
Balance sheet and other
- Total assets, start of year
- $492,501
- Total assets, end of year
- $444,792
- Total liabilities, end of year
- $2,583
- Net assets, end of year
- $442,209
- Land, buildings and equipment
- $172,039
- Net assets without donor restrictions
- $442,209
- Gross receipts
- $426,986
- Employees
- 13
- Year formed
- 2000
- State of legal domicile
- AZ
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Nathan Johnson | President Trustee or director | 0 | $0 |
| Kathy Durfee | Member Trustee or director | 0 | $0 |
| Jennifer Shoemaker | Secretary Trustee or director | 15 | $0 |
| Justin Judd | Member Trustee or director | 0 | $0 |
| Richard Eldridge | Member Trustee or director | 0 | $0 |
990 for the year ended June 30, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Nathan Johnson | President Trustee or director | 0 | $0 |
| Kathy Durfee | Member Trustee or director | 0 | $0 |
| Jennifer Shoemaker | Secretary Trustee or director | 15 | $0 |
| Justin Judd | Member Trustee or director | 0 | $0 |
| Richard Eldridge | Member Trustee or director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 2415 N TERRACE CIR, MESA, AZ 85203-1220
- In care of
- % SHERYL R RICHARDSON
- Signed the 990
- Jennifer Shoemaker, Director
- Website
- www.lehimontessori.com
- Return prepared by
- Valley Business Services LLC
Mission
Private Montessori school providing educational services to students in Grades K-6. Prior to this fiscal year, the school operated under an Arizona Charter. Effective this year, the school operates privately.
Program accomplishments
- Private Montessori school providing educational services to students in Grades K-6.Expenses $475,718 · revenue $448,266
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 | Not on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 86-0993300
- 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 (B29)
- Assets (IRS master file)
- $444,792
- Income (IRS master file)
- $426,986
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2024 | $426,986 | $475,718 | $444,792 | XML |
| 990 | June 2023 | $448,266 | $352,036 | $492,501 | XML |
| 990 | June 2022 | – | – | – | 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 86-0993300).
Questions about LEHI MONTESSORI INC
- What is the EIN of LEHI MONTESSORI INC?
- The employer identification number (EIN) of LEHI MONTESSORI INC is 86-0993300.
- Is LEHI MONTESSORI INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to LEHI MONTESSORI INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LEHI MONTESSORI 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 LEHI MONTESSORI INC 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 LEHI MONTESSORI INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2024.
- Who are the officers and directors of LEHI MONTESSORI INC?
- The 990 for the year ended June 30, 2024 lists 5 people; 0 received compensation from the organization.
- How much revenue does LEHI MONTESSORI INC have?
- On its 990 for the year ended June 30, 2024 it reported revenue of $426,986, expenses of $475,718 and total assets of $444,792 at year end.
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