MONTESSORI ELEMENTARY AT HIGHLAND PARK Charity Report

Public IRS 990 nonprofit record

MONTESSORI ELEMENTARY AT HIGHLAND PARK

EIN 85-0736138 · Charter Schools (B29)

What they do

THE MISSION of MONTESSORI ELEMENTARY AT HIGHLAND PARK is to CULTIVATE AMBITIOUS, FEARLESS LEARNERS THROUGH INTELLECTUALLY-STIMULATING, INTERACTIVE EXPERIENCES THAT AWAKEN CURIOSITY, NURTURE ADVANCED THINKING, and PROMOTOE INDEPENDENCE.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $81.60 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders13 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

63.15%of revenue went to mission work81.6% of expenses · Program services

2.77%of revenue went to fundraising3.6% of expenses

$77.40spent for every $100 of revenueRevenue covered expenses this year.

11.48%of revenue went to management and office costs14.8% of expenses

$0.83in assets for every $1 spent this yearSome assets cannot be spent right away.

98.4%of its money came from giftsOther money may come from services or investments.

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Is this really the charity? Give only through its official website or confirmed phone number.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$5,845,778

Mission workProgram services$3,691,57763.15% of revenue81.6% of expenses

ManagementOffice and general costs$671,29411.48% of revenue14.8% of expenses

FundraisingAsking for donations$161,7432.77% of revenue3.6% of expenses

Revenue left after expensesReported annual surplus$1,321,16422.60% of revenueShown in gray on the chart

Total expenses$4,524,61477.40% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 81.6% mission · 14.8% management · 3.6% fundraisingTotal expenses: 77.40% of revenue

2023Expense mix: 80.6% mission · 16.0% management · 3.4% fundraisingTotal expenses: 85.84% of revenue

2022Expense mix: 79.6% mission · 17.8% management · 2.6% fundraisingTotal expenses: 85.96% of revenue

2021Expense mix: 78.9% mission · 18.7% management · 2.5% fundraisingTotal expenses: 74.38% of revenue

Money in and money out

Revenue$5,845,778

Expenses$4,524,614

Annual surplus $1,321,164 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$3,691,577 · 81.6% of expenses

Management and office costs$671,294 · 14.8% of expenses

Fundraising$161,743 · 3.6% of expenses

See all reported dollar amounts

Revenue$5,845,778

Expenses$4,524,614

Assets$3,751,558

Income$5,845,778

Contributions$5,751,703

Mission work (program services)$3,691,577

Fundraising$161,743

Management and general$671,294

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

No compensation was reported for these leaders. The complete board and leadership roster is shown below.

Board and leadership roster (13)

ALEXIA PHINIZEYBOARD MEMBER

DALYA QUALLS WHITEBOARD MEMBER

ELAINE SWAFFORDEXECUTIVE DIRECTOR

HAL NORTHBOARD MEMBER

JOHN GERMBOARD MEMBER

KEITH KINGSECRETARY

KEITH SANFORDBOARD MEMBER

MCLAIN MACLELLANBOARD MEMBER

REBECCA STERNBOARD MEMBER

SHEWANEE HOWARD-BAPTISTEBOARD MEMBER

SUE ANNE WELLSCHAIR

SUSAN STEINBOARD MEMBER

TOM WHITEBOARD MEMBER

About this charity

Recognized since: January 2020
Location: 700 S HAWTHORNE ST, CHATTANOOGA, TN 37404-3522
County: Hamilton
In care of: % FINANCE OFFICE
Primary officer: DR ELAINE SWAFFORD, EXECUTIVE DIRECTOR

How to reach them

WebsiteVisit the charity’s website Emailpothosiarobinson@cglaonline.com Phone(423) 541-9822

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
Tax preparer: JOHNSON HICKEY & MURCHISON PC
NTEE classification: Charter Schools (B29)
IRS tax category: Charter Schools