Nonprofit · EIN 99-0150503
MONTESSORI COMMUNITY SCHOOL
Tax-exempt · HONOLULU, HI 96822
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990 | $4,390,873 | $4,059,215 | $331,658 | $16,343,059 | $4,155,382 | $12,187,677 |
| August 31, 2024 | 990 | $4,210,642 | $3,860,762 | $349,880 | $15,053,948 | $3,929,251 | $11,124,697 |
| August 31, 2023 | 990 | $4,167,099 | $3,660,873 | $506,226 | $13,827,936 | $4,021,775 | $9,806,161 |
Financial details: 990 for the year ended August 31, 2025
Revenue
- Contributions, gifts and grants
- $227,777
- Program service revenue
- $3,887,838
- Investment income
- $290,032
- Net income from fundraising events
- -$14,497
- Net income from sales of inventory
- -$277
- Other revenue
- -$14,774
Expenses
- Grants and similar amounts paid
- $130,017
- Compensation of officers, directors and key employees
- $208,218
- Other salaries and wages
- $2,216,951
- Salaries, compensation and benefits (total)
- $2,914,884
- Professional fundraising fees
- $0
- Legal fees
- $3,851
- Accounting fees
- $9,948
- Occupancy
- $326,343
- Depreciation
- $130,593
- Program services (functional)
- $2,856,235
- Management and general (functional)
- $1,010,161
- Fundraising (functional)
- $192,819
Balance sheet and other
- Total assets, start of year
- $15,053,948
- Total assets, end of year
- $16,343,059
- Total liabilities, end of year
- $4,155,382
- Net assets, end of year
- $12,187,677
- Land, buildings and equipment
- $155,484
- Publicly traded securities
- $9,839,704
- Net assets without donor restrictions
- $11,620,728
- Net assets with donor restrictions
- $566,949
- Gross receipts
- $4,422,871
- Employees
- 64
- Volunteers
- 82
- Year formed
- 1972
- State of legal domicile
- HI
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 August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MARJORIE CARROLL | HEADOFSCHOOL Former | – | $131,112 | $18,232 |
| JYO BRIDGEWATER | HEADOFSCHOOL Officer | 40 | $90,000 | $16,052 |
| ANDREA BLACKWELL | TRUSTEE Trustee or director | 40 | $89,459 | $0 |
| PAULA BROTHERTON | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| KIRRA DOWNING | BOARD PRESID Trustee or director, Officer | 1 | $0 | $0 |
| ANNIKA PERKINS | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| TODD OKAMOTO | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| LISA BROWNING | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MAGGIE ENGEBRETSON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| FRAN GENDRANO | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DANIEL HAN | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| TODD IACOVELLI | TRUSTEE Trustee or director | 1 | $0 | $0 |
| KATHERINE INOUE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JAMES MALINS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MATTHEW RAFF | TRUSTEE Trustee or director | 1 | $0 | $0 |
2 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FAUSTINA TAKAHASHI | TRUSTEE Trustee or director | 0.5 | $0 |
| TAEA TAKAGI-JONES | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended August 31, 2024: 16 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MARJIE CARROLL | HEAD OF SCHO Former | 40 | $179,925 | $24,754 |
| PAULA BROTHERTON | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| KIRRA DOWNING | VICE PRESIDE Trustee or director, Officer | 1 | $0 | $0 |
| ANNIKA PERKINS | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| TODD OKAMOTO | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| ELISABETH S BROWNING | TRUSTEE Trustee or director | 1 | $0 | $0 |
| FRANCES GENDRANO | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JAY HANAMURA | TRUSTEE Trustee or director | 1 | $0 | $0 |
| TODD IACOVELLI | TRUSTEE Trustee or director | 1 | $0 | $0 |
| KATHERINE INOUE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JAMES MALINS | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| MATTHEW RAFF | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JESSE SHELEY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| TAEA TAKAGI-JONES | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
| ANDREA BLACKWELL | TRUSTEE Trustee or director | 40 | $0 | $0 |
| JYO BRIDGEWATER | HEAD OF SCHO Officer | 40 | $0 | $0 |
990 for the year ended August 31, 2023: 14 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MARJIE CARROLL | HEAD OF SCHO Officer | 40 | $159,050 | $23,233 |
| TODD IACOVELLI | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| PAULA BROTHERTON | VICE PRESIDE Trustee or director, Officer | 1 | $0 | $0 |
| KIRRA DOWNING | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| TODD OKAMOTO | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| LISA BROWNING | TRUSTEE Trustee or director | 1 | $0 | $0 |
| FRANCES GENDRANO | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JAY HANAMURA | TRUSTEE Trustee or director | 1 | $0 | $0 |
| CHRIS MARVIN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ANNIKA PERKINS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| HEATHER PIERUCKI | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MATTHEW RAFF | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JESSE SHELEY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| TAEA TAKAGI-JONES | TRUSTEE Trustee or director | 0.5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1239 NEHOA ST, HONOLULU, HI 96822-3071
- Principal officer (990 for 2024)
- PAULA BROTHERTON, 1239 NEHOA ST, HONOLULU, HI 96822
- Signed the 990
- KIRRA DOWNING, BOARD PRESIDENT
- Phone
- (808) 522-0244
- Website
- WWW.MONTESSORIHAWAII.ORG
- Return prepared by
- WIKOFF COMBS & CO LLC
Mission
MONTESSORI COMMUNITY SCHOOL IS AN INDEPENDENT, NON-SECTARIAN SCHOOL PROVIDING A MONTESSORI EDUCATION FOR CHILDREN AGES TWO THROUGH TWELVE YEARS.
Program accomplishments
- TODDLER CARE PROGRAMS (AGE 2 YRS), PRESCHOOL PROGRAMS (AGES 3-6), ELEMENTARY PROGRAMS (GRADES 1-6), AND SUMMER PROGRAMS, APPROXIMATELY 200 STUDENTS.Expenses $2,856,235 · grants $130,017 · revenue $3,887,838
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 August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990 on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990 on file |
IRS record
- EIN
- 99-0150503
- 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
- 1973
- Accounting year ends
- August
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $16,343,059
- Income (IRS master file)
- $4,422,871
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | August 2025 | $4,390,873 | $4,059,215 | $16,343,059 | XML |
| 990 | August 2024 | $4,210,642 | $3,860,762 | $15,053,948 | XML |
| 990 | August 2023 | $4,167,099 | $3,660,873 | $13,827,936 | XML |
| 990 | August 2022 | $4,008,328 | $3,248,858 | $11,951,196 | IRS |
| 990 | August 2021 | – | – | – | IRS |
| 990 | August 2020 | – | – | – | IRS |
| 990 | August 2019 | – | – | – | IRS |
| 990 | August 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 99-0150503).
Questions about MONTESSORI COMMUNITY SCHOOL
- What is the EIN of MONTESSORI COMMUNITY SCHOOL?
- The employer identification number (EIN) of MONTESSORI COMMUNITY SCHOOL is 99-0150503.
- Is MONTESSORI COMMUNITY SCHOOL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1973.
- Are donations to MONTESSORI COMMUNITY SCHOOL tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MONTESSORI COMMUNITY SCHOOL 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 COMMUNITY SCHOOL due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MONTESSORI COMMUNITY SCHOOL last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended August 2025.
- Who is the principal officer of MONTESSORI COMMUNITY SCHOOL?
- The 990 for the year ended August 31, 2025 names PAULA BROTHERTON.
- Who are the officers and directors of MONTESSORI COMMUNITY SCHOOL?
- The 990 for the year ended August 31, 2025 lists 17 people; 3 received compensation from the organization, the highest $131,112 (MARJORIE CARROLL, HEADOFSCHOOL).
- How much revenue does MONTESSORI COMMUNITY SCHOOL have?
- On its 990 for the year ended August 31, 2025 it reported revenue of $4,390,873, expenses of $4,059,215 and total assets of $16,343,059 at year end.
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