Nonprofit · EIN 99-0223419
MONTESSORI OF MAUI INC
Tax-exempt · MAKAWAO, HI 96768
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $4,894,843 | $4,818,963 | $75,880 | $14,857,523 | $3,511,268 | $11,346,255 |
| June 30, 2024 | 990 | $5,359,162 | $4,413,847 | $945,315 | $14,920,798 | $3,754,079 | $11,166,719 |
| June 30, 2023 | 990 | $5,123,322 | $3,995,253 | $1,128,069 | $14,238,843 | $4,081,868 | $10,156,975 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $253,256
- Program service revenue
- $4,439,541
- Investment income
- $164,154
- Net rental income
- $11,060
- Net gain from sales of assets
- -$15,795
- Net income from fundraising events
- $26,832
- Other revenue
- $37,892
Expenses
- Grants and similar amounts paid
- $332,731
- Compensation of officers, directors and key employees
- $441,381
- Other salaries and wages
- $2,085,415
- Salaries, compensation and benefits (total)
- $3,210,327
- Professional fundraising fees
- $0
- Accounting fees
- $21,727
- Occupancy
- $44,901
- Depreciation
- $351,921
- Program services (functional)
- $3,857,869
- Management and general (functional)
- $816,930
- Fundraising (functional)
- $144,164
Balance sheet and other
- Total assets, start of year
- $14,920,798
- Total assets, end of year
- $14,857,523
- Total liabilities, end of year
- $3,511,268
- Net assets, end of year
- $11,346,255
- Land, buildings and equipment
- $8,714,067
- Publicly traded securities
- $3,844,509
- Net assets without donor restrictions
- $10,572,420
- Net assets with donor restrictions
- $773,835
- Gross receipts
- $4,957,038
- Employees
- 67
- Volunteers
- 45
- Year formed
- 1982
- 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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JOHN D CARLSTROEM | HEAD OF SCHO Officer | 40 | $140,000 | $8,901 |
| ERIC DUSTMAN | PAST HEAD OF Officer | 40 | $136,389 | $10,755 |
| TRESSA DELISA | DIRECTOR OF Officer | 40 | $102,011 | $12,536 |
| SARA TEKULA | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| EMMA BURNS CABILES | VICE PRESIDE Trustee or director, Officer | 1 | $0 | $0 |
| SALMA ANSARI | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| CHAD GOODFELLOW | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| JOHN GUARIN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| HEATHER HAYNES MD | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ROBERT V PELLETTIERI | TRUSTEE Trustee or director | 1 | $0 | $0 |
| KATE STINGER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| KLAUS SIMMER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JACOB SIMONS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| CHRISTOPHER SMITH | TRUSTEE Trustee or director | 1 | $0 | $0 |
| BEN SUMMIT | TRUSTEE Trustee or director | 1 | $0 | $0 |
7 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LISA TOMIHAMA | TRUSTEE Trustee or director | 1 | $0 |
| ERICA WHITE | TRUSTEE Trustee or director | 1 | $0 |
| HEATHER ZIDELL | TRUSTEE Trustee or director | 1 | $0 |
| KATIE GORDON | TRUSTEE Trustee or director | 1 | $0 |
| JAMIL NEWIRTH | TRUSTEE Trustee or director | 1 | $0 |
| ANDREW ESTES | TRUSTEE Trustee or director | 1 | $0 |
| DANIELLE ERDMAN | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 18 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ERIC DUSTMAN | HEAD OF SCHO Officer | 40 | $245,078 | $19,501 |
| TRESSA DELISA | DIRECTOR OF Officer | 40 | $105,176 | $12,453 |
| CHRISTOPHER SMITH | PAST PRESIDE Trustee or director | 1 | $0 | $0 |
| SARA TEKULA | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| EMMA BURNS CABILES | VICE PRESIDE Trustee or director, Officer | 1 | $0 | $0 |
| SALMA ANSARI | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| CHAD GOODFELLOW | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| ALLYSON MATTOX | DIRECTOR Trustee or director, Officer | 1 | $0 | $0 |
| JOHN GUARIN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| HEATHER HAYNES MD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ROBERT V PELLETTIERI | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KATE STINGER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KLAUS SIMMER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JACOB SIMONS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BEN SUMMIT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LISA TOMIHAMA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ERICA WHITE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| HEATHER ZIDELL | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 19 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ERIC DUSTMAN | HEAD OF SCHO Officer | 40 | $237,401 | $20,798 |
| TRESSA DELISA | DIRECTOR OF Officer | 40 | $93,961 | $3,194 |
| CHRISTOPHER SMITH | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| SARA TEKULA | VICE PRESIDE Trustee or director, Officer | 1 | $0 | $0 |
| EMMA BURNS CABILES | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| SALMA ANSARI | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| ALLYSON MATTOX | PAST PRESIDE Trustee or director, Officer | 1 | $0 | $0 |
| CHAD GOODFELLOW | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JEREMY BALDWIN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOHN GUARIN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| HEATHER HAYNES MD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ROBERT V PELLETTIERI | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KATE PETERSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KLAUS SIMMER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JACOB SIMONS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BEN SUMMIT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LISA TOMIHAMA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ERICA WHITE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| HEATHER ZIDELL | DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2933 BALDWIN AVE, MAKAWAO, HI 96768-9640
- Principal officer (990 for 2024)
- SALMA ANSARI, 2933 BALDWIN AVE, MAKAWAO, HI 96768
- Signed the 990
- SALMA ANSARI, TREASURER
- Phone
- (808) 573-0374
- Website
- WWW.MOMI.ORG
- Return prepared by
- CARBONARO CPAS & MANAGEMENT GROUP
Mission
THE MONTESSORI SCHOOL OF MAUI PROVIDES A COMPREHENSIVE CURRICULUM FROM EARLY CHILDHOOD INTO ADOLESCENCE BY FOLLOWING THE PRINCIPLES, SPIRIT AND PHILOSOPHY OF DR. MARIA MONTESSORI'S METHOD OF EDUCATION. THIS APPROACH FEATURES A COLLABORATIVE LEARNING ENVIRONMENT TO STIMULATE EACH STUDENT'S CRITICAL THINKING SKILLS, CULTIVATE INQUISITIVE MINDS AND EMPOWER CHILDREN TO ACTIVELY PARTICIPATE IN THE RAPIDLY CHANGING ENVIRONMENT OF THE TWENTY- FIRST CENTURY.
Program accomplishments
- THE TODDLER & PRIMARY PROGRAM SERVED 108 CHILDREN AGED 18 MONTHS THRU 6 YEARS OLD. WE HAVE ONE TODDLER CLASSROOM AND FOUR PRIMARY CLASSROOMS. IN THIS SAFE AND CARING ENVIRONMENT, YOUNG CHILDREN ARE ENCOURAGED TO EXPLORE AND CHALLENGE THEMSELVES AS THEY DEVELOP INTO INDEPENDENT HUMAN BEINGS. THE PROGRAM SUPPORTS CHILDREN IN MOVING TOWARDS MASTERY OF SELF AND THE ENVIRONMENT. A WIDE RANGE OF ACTIVITIES ENGAGE THE CHILDREN AT VARIOUS LEVELS OF ABILITIES AND MATURITY, AND FACILITATE THE MONTESSORI GOALS OF INDIVIDUAL WORK, TIMELY PROGRESS, INDEPENDENCE, AND SOCIAL AWARENESS.Expenses $1,552,593 · grants $79,746 · revenue $1,858,464
- THE ELEMENTARY PROGRAM SERVED 129 STUDENTS AGES 7 THRU 12 YEARS OLD. THE PROGRAM CONSISTS OF THREE LOWER ELEMENTARY CLASSROOMS AND TWO UPPER ELEMENTARY CLASSROOMS. THE PROGRAM OPERATES FROM THE UNDERSTANDING THAT AN IMPORTANT CHALLENGE AT THIS DEVELOPMENTAL STAGE IS FOR CHILDREN TO DISCOVER THEIR PLACE WITHIN A GROUP AND WITHIN SOCIETY AS A WHOLE. MUCH OF THE ACTIVITY TAKES PLACE WITHIN GROUPS, WITH CHILDREN SHARING, COLLABORATING AND PASSIONATELY EXPLORING MATERIAL TOGETHER. THE SOUNDS OF DEBATE, DISCUSSION, AND DISAGREEMENT FILL THE ELEMENTARY CLASSROOMS. OUR STUDENTS ARE ENCOURAGED TO INVESTIGATE AND FULFILL THEIR NATURAL CURIOSITY ABOUT THE WORLD AROUND THEM.Expenses $1,906,699 · grants $210,295 · revenue $2,234,236
- THE MIDDLE SCHOOL PROGRAM CONSISTS OF 15 STUDENTS AGES 12 THRU 14 YEARS. ADOLESCENCE IS A POWERFUL AGE, AN AGE OF EXPLOSIVE GROWTH AND CHANGE ON ALL LEVELS-PHYSICAL, SOCIAL, EMOTIONAL, AND INTELLECTUAL. OUR MIDDLE SCHOOL PROGRAM RECOGNIZES THE TREMENDOUS POWER AND POTENTIAL OF THIS AGE AND PROVIDES A NURTURING ACADEMIC COMMUNITY, WHICH POSITIVELY SUPPORTS AND CHALLENGES ADOLESCENTS. THE PROGRAM SEEKS TO SATISFY A TEENAGER'S COMMANDING NEEDS: THE NEED TO WORK AT ACTIVITIES THAT HAVE MEANING AND THAT EDUCATE; THE NEED TO BE INVOLVED IN SOCIAL AND POLITICAL RELATIONSHIPS; AND THE NEED TO EXPERIENCE THE LAND. UPON GRADUATION FROM THE MIDDLE SCHOOL, EACH STUDENT IS EXPOSED TO AND WELL VERSED IN KNOWLEDGE AND SKILLS COMMON TO PRE-COLLEGIATE CURRICULUM.Expenses $208,831 · grants $11,575 · revenue $296,280
- EXTENDED CARE PROGRAM AND OTHER RELATED FUNCTIONS.Expenses $189,746 · grants $31,115 · revenue $50,561
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
- 99-0223419
- 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
- 1984
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B21Z)
- Assets (IRS master file)
- $14,857,523
- Income (IRS master file)
- $4,957,038
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $4,894,843 | $4,818,963 | $14,857,523 | IRS |
| 990 | June 2024 | $5,359,162 | $4,413,847 | $14,920,798 | XML |
| 990 | June 2023 | $5,123,322 | $3,995,253 | $14,238,843 | XML |
| 990 | June 2022 | $4,918,306 | $3,717,515 | $13,265,594 | 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 99-0223419).
Questions about MONTESSORI OF MAUI INC
- What is the EIN of MONTESSORI OF MAUI INC?
- The employer identification number (EIN) of MONTESSORI OF MAUI INC is 99-0223419.
- Is MONTESSORI OF MAUI INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1984.
- Are donations to MONTESSORI OF MAUI INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MONTESSORI OF MAUI 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 MONTESSORI OF MAUI 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 MONTESSORI OF MAUI INC 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 OF MAUI INC?
- The 990 for the year ended June 30, 2025 names SALMA ANSARI.
- Who are the officers and directors of MONTESSORI OF MAUI INC?
- The 990 for the year ended June 30, 2025 lists 22 people; 3 received compensation from the organization, the highest $140,000 (JOHN D CARLSTROEM, HEAD OF SCHO).
- How much revenue does MONTESSORI OF MAUI INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $4,894,843, expenses of $4,818,963 and total assets of $14,857,523 at year end.
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