Search icon

COMMUNITY MONTESSORI SCHOOL, INC.

Company Details

Name: COMMUNITY MONTESSORI SCHOOL, INC.
Legal type: Kentucky Corporation
Status: Active
Standing: Good
Profit or Non-Profit: Non-profit
File Date: 13 May 1970 (55 years ago)
Organization Date: 13 May 1970 (55 years ago)
Last Annual Report: 07 Mar 2025 (a month ago)
Organization Number: 0010824
Industry: Educational Services
Number of Employees: Medium (20-99)
ZIP code: 40503
City: Lexington
Primary County: Fayette County
Principal Office: 725 STONE ROAD, LEXINGTON, KY 40503
Place of Formation: KENTUCKY

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF COMMUNITY MONTESSORI SCHOOL 2023 610713317 2024-03-25 COMMUNITY MONTESSORI SCHOOL 33
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1996-07-01
Business code 611000
Sponsor’s telephone number 8592774805
Plan sponsor’s DBA name COMMUNITY MONTESSORI SCHOOL
Plan sponsor’s address 725 STONE RD, LEXINGTON, KY, 405032835

Signature of

Role Plan administrator
Date 2024-03-25
Name of individual signing MARLA ROSS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-03-25
Name of individual signing MARLA ROSS
Valid signature Filed with authorized/valid electronic signature
COMMUNITY MONTESSORI SCHOOL ASO BENEFIT PLAN 2022 600713317 2024-03-25 COMMUNITY MONTESSORI SCHOOL, INC. 10
File View Page
Three-digit plan number (PN) 502
Effective date of plan 2022-07-01
Business code 611000
Sponsor’s telephone number 8592774805
Plan sponsor’s DBA name COMMUNITY MONTESSORI SCHOOL
Plan sponsor’s address 725 STONE RD, LEXINGTON, KY, 405032835

Signature of

Role Plan administrator
Date 2024-03-25
Name of individual signing MARLA ROSS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-03-25
Name of individual signing MARLA ROSS
Valid signature Filed with authorized/valid electronic signature
RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF COMMUNITY MONTESSORI SCHOOL 2022 610713317 2023-03-18 COMMUNITY MONTESSORI SCHOOL, INC. 34
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1996-07-01
Business code 611000
Sponsor’s telephone number 8592774805
Plan sponsor’s address 725 STONE ROAD, LEXINGTON, KY, 40503
RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATOR OF COMMUNITY MONTESSORI SCHOOL 2021 610713317 2023-03-18 COMMUNITY MONTESSORI SCHOOL, INC. 34
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1996-07-01
Business code 611000
Sponsor’s telephone number 8592774805
Plan sponsor’s address 725 STONE ROAD, LEXINGTON, KY, 40503
RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF COMMUNITY MONTESSORI SCHOOL 2020 610713317 2021-06-15 COMMUNITY MONTESSORI SCHOOL, INC. 36
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1996-07-01
Business code 611000
Sponsor’s telephone number 8592774805
Plan sponsor’s address 725 STONE ROAD, LEXINGTON, KY, 40503

Signature of

Role Plan administrator
Date 2021-06-15
Name of individual signing MARLA ROSS
Valid signature Filed with authorized/valid electronic signature
RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF COMMUNITY MONTESSORI SCHOOL 2019 610713317 2020-07-09 COMMUNITY MONTESSORI SCHOOL, INC. 32
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1996-07-01
Business code 611000
Sponsor’s telephone number 8592774805
Plan sponsor’s address 725 STONE ROAD, LEXINGTON, KY, 40503

Signature of

Role Plan administrator
Date 2020-07-06
Name of individual signing MARLA ROSS
Valid signature Filed with authorized/valid electronic signature
RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF COMMUNITY MONTESSORI SCHOOL 2018 610713317 2019-06-19 COMMUNITY MONTESSORI SCHOOL, INC. 30
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1996-07-01
Business code 611000
Sponsor’s telephone number 8592774805
Plan sponsor’s address 725 STONE ROAD, LEXINGTON, KY, 40503

Signature of

Role Plan administrator
Date 2019-06-19
Name of individual signing MARLA ROSS
Valid signature Filed with authorized/valid electronic signature
RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF COMMUNITY MONTESSORI SCHOOL 2017 610713317 2018-07-10 COMMUNITY MONTESSORI SCHOOL, INC. 31
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1996-07-01
Business code 611000
Sponsor’s telephone number 8592774805
Plan sponsor’s address 725 STONE ROAD, LEXINGTON, KY, 40503

Signature of

Role Plan administrator
Date 2018-07-09
Name of individual signing ANNE GRAY
Valid signature Filed with authorized/valid electronic signature
RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF COMMUNITY MONTESSORI SCHOOL 2016 610713317 2017-07-03 COMMUNITY MONTESSORI SCHOOL, INC. 34
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1996-07-01
Business code 611000
Sponsor’s telephone number 8592774805
Plan sponsor’s address 725 STONE ROAD, LEXINGTON, KY, 40503

Signature of

Role Plan administrator
Date 2017-06-29
Name of individual signing ANNE GRAY
Valid signature Filed with authorized/valid electronic signature
RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF COMMUNITY MONTESSORI SCHOOL 2015 610713317 2016-05-26 COMMUNITY MONTESSORI SCHOOL, INC. 35
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1996-07-01
Business code 611000
Sponsor’s telephone number 8592774805
Plan sponsor’s address 166 CRESTWOOD DRIVE, LEXINGTON, KY, 40503

Signature of

Role Plan administrator
Date 2016-05-24
Name of individual signing ANN TOWNSLEY-EVANS
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2015/07/14/20150714140004P040113210625006.pdf
Three-digit plan number (PN) 002
Effective date of plan 1996-07-01
Business code 611000
Sponsor’s telephone number 8592774805
Plan sponsor’s address 166 CRESTWOOD DRIVE, LEXINGTON, KY, 40503

Signature of

Role Plan administrator
Date 2015-07-14
Name of individual signing ANN TOWNSLEY-EVANS
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2014/07/18/20140718103001P030013517759002.pdf
Three-digit plan number (PN) 002
Effective date of plan 1996-07-01
Business code 611000
Sponsor’s telephone number 8592774805
Plan sponsor’s address 166 CRESTWOOD DRIVE, LEXINGTON, KY, 40503

Signature of

Role Plan administrator
Date 2014-07-17
Name of individual signing ANN TOWNSLEY-EVANS
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2013/07/08/20130708123109P030287464163002.pdf
Three-digit plan number (PN) 002
Effective date of plan 1996-07-01
Business code 611000
Sponsor’s telephone number 8592774805
Plan sponsor’s address 166 CRESTWOOD DRIVE, LEXINGTON, KY, 40503

Signature of

Role Plan administrator
Date 2013-07-08
Name of individual signing ANN TOWNSLEY-EVANS
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2012/07/16/20120716100017P030005295362005.pdf
Three-digit plan number (PN) 002
Effective date of plan 1996-07-01
Business code 611000
Sponsor’s telephone number 8592774805
Plan sponsor’s address 166 CRESTWOOD DRIVE, LEXINGTON, KY, 40503

Plan administrator’s name and address

Administrator’s EIN 610713317
Plan administrator’s name COMMUNITY MONTESSORI SCHOOL, INC.
Plan administrator’s address 166 CRESTWOOD DRIVE, LEXINGTON, KY, 40503
Administrator’s telephone number 8592774805

Signature of

Role Plan administrator
Date 2012-07-16
Name of individual signing ANN TOWNSLEY-EVANS
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2011/07/20/20110720100321P040099808577010.pdf
Three-digit plan number (PN) 002
Effective date of plan 1996-07-01
Business code 611000
Sponsor’s telephone number 8592774805
Plan sponsor’s address 166 CRESTWOOD DRIVE, LEXINGTON, KY, 40503

Plan administrator’s name and address

Administrator’s EIN 610713317
Plan administrator’s name COMMUNITY MONTESSORI SCHOOL INC
Plan administrator’s address 166 CRESTWOOD DRIVE, LEXINGTON, KY, 40503
Administrator’s telephone number 8592774805

Signature of

Role Plan administrator
Date 2011-07-20
Name of individual signing JANET ASHBY
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2010/07/26/20100726164356P040031057559014.pdf
Three-digit plan number (PN) 002
Effective date of plan 1996-07-01
Business code 611000
Sponsor’s telephone number 8592774805
Plan sponsor’s address 166 CRESTWOOD DRIVE, LEXINGTON, KY, 40503

Plan administrator’s name and address

Administrator’s EIN 610713317
Plan administrator’s name COMMUNITY MONTESSORI SCHOOL INC
Plan administrator’s address 166 CRESTWOOD DRIVE, LEXINGTON, KY, 40503
Administrator’s telephone number 8592774805

Signature of

Role Plan administrator
Date 2010-07-26
Name of individual signing JANET ASHBY
Valid signature Filed with authorized/valid electronic signature

President

Name Role
Rebecca Bralts President

Secretary

Name Role
Carolyn Gahn Secretary

Treasurer

Name Role
Nathan McConathy Treasurer

Director

Name Role
Fareesh Kanga Director
Wesley Hatful Director
Shreya Buch Director
Kevin Brewer Director
Paul Hickner Director
ROBERT S. MILLER Director
TIM THOMPSON Director
PHYLLIS SLONE Director
TOM STICKLER Director
JO ANN STICKLER Director

Incorporator

Name Role
DAVID T. ENLOW Incorporator

Registered Agent

Name Role
MARLA G ROSS Registered Agent

Licenses

Department License Number License Type / Line of Authority Status Issue Date Effective Date Inactive Date Expiry Date Address
Department of Charitable Gaming EXE0001090 Exempt Organization Active - - - - Lexington, FAYETTE, KY

Former Company Names

Name Action
MONTESSORI MIDDLE SCHOOL OF KENTUCKY, INCORPORATED Merger

Filings

Name File Date
Annual Report 2025-03-07
Annual Report 2024-03-11
Annual Report 2023-03-16
Annual Report 2022-03-07
Annual Report 2021-05-19
Annual Report 2020-06-01
Annual Report 2019-05-29
Registered Agent name/address change 2019-05-29
Registered Agent name/address change 2018-05-09
Annual Report 2018-02-08

USAspending Awards. Financial Assistance

FAIN Awarding Agency Assistance Listings Start Date End Date Description
10829709 Department of Agriculture 10.085 - TOBACCO TRANSITION PAYMENT PROGRAM 2011-01-18 2011-01-18 TOB TRANSITION PYMT PRGM; TO PROVIDE PYMTS TO TOB QUOTA OWNERS FOR THE ELIMINATION OF THEIR QUOTA & PROVIDE TRANSITION PYMTS TO ACTIVE TOB PRODUCRS.
Recipient COMMUNITY MONTESSORI SCHOOL INC
Recipient Name Raw COMMUNITY MONTESSORI SCHOOL INC
Recipient DUNS 100965433
Recipient Address 166 CRESTWOOD DR, LEXINGTON, FAYETTE, KENTUCKY, 40503-2630, UNITED STATES
Obligated Amount 1085.00
Non-Federal Funding 0.00
Original Subsidy Cost 0.00
Face Value of Direct Loan 0.00
Link View Page
9029837 Department of Agriculture 10.085 - TOBACCO TRANSITION PAYMENT PROGRAM 2010-01-19 2010-01-19 TOB TRANSITION PYMT PRGM; TO PROVIDE PYMTS TO TOB QUOTA OWNERS FOR THE ELIMINATION OF THEIR QUOTA & PROVIDE TRANSITION PYMTS TO ACTIVE TOB PRODUCRS.
Recipient COMMUNITY MONTESSORI SCHOOL INC
Recipient Name Raw COMMUNITY MONTESSORI SCHOOL INC
Recipient DUNS 100965433
Recipient Address 166 CRESTWOOD DR, LEXINGTON, FAYETTE, KENTUCKY, 40503-2630, UNITED STATES
Obligated Amount 1085.00
Non-Federal Funding 0.00
Original Subsidy Cost 0.00
Face Value of Direct Loan 0.00
Link View Page

OSHA's Inspections within Industry

Inspection Nr Report ID Date Opened Site Address
112353123 0452110 1990-10-30 166 CRESTWOOD DRIVE, LEXINGTON, KY, 40503
Inspection Type Planned
Scope NoInspection
Safety/Health Safety
Close Conference 1990-10-30
Case Closed 1990-11-09

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
61-0713317 Corporation Unconditional Exemption 725 STONE RD, LEXINGTON, KY, 40503-2835 1971-09
In Care of Name % SUMMERS MCCRAY - SPARKS PSC
Group Exemption Number 0000
Subsection Charitable Organization, Educational Organization, Literary Organization, Organization to Prevent Cruelty to Animals, Organization to Prevent Cruelty to Children, Organization for Public Safety Testing, Religious Organization, Scientific Organization
Affiliation Independent - This code is used if the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Classification Educational Organization, Local Association of Employees, Horticultural Organization, Business League, Voluntary Employees' Beneficiary Association (Govt. Emps.), Mutual Ditch or Irrigation Co., Cemetery Company, Other Mutual Corp. or Assoc.
Deductibility Contributions are deductible.
Foundation School 170(b)(1)(A)(ii)
Tax Period 2024-05
Asset 5,000,000 to 9,999,999
Income 1,000,000 to 4,999,999
Filing Requirement 990 (all other) or 990EZ return
PF Filing Requirement No 990-PF return
Accounting Period May
Asset Amount 5234390
Income Amount 2200316
Form 990 Revenue Amount 2200316
National Taxonomy of Exempt Entities -
Sort Name -

Publication 78 Data

Description Organizations eligible to receive tax-deductible charitable contributions. Users may rely on this list in determining deductibility of their contributions.
On Publication 78 Data List Yes
Deductibility Type of organization and use of contribution: A public charity. Deductibility Limitation: 50% (60% for cash contributions)

Copies of Returns (990, 990-EZ, 990-PF, 990-T)

Organization Name COMMUNITY MONTESSORI SCHOOL INC
EIN 61-0713317
Tax Period 202205
Filing Type E
Return Type 990
File View File
Organization Name COMMUNITY MONTESSORI SCHOOL INC
EIN 61-0713317
Tax Period 202105
Filing Type E
Return Type 990
File View File
Organization Name COMMUNITY MONTESSORI SCHOOL INC
EIN 61-0713317
Tax Period 202005
Filing Type E
Return Type 990
File View File
Organization Name COMMUNITY MONTESSORI SCHOOL INC
EIN 61-0713317
Tax Period 201905
Filing Type E
Return Type 990
File View File
Organization Name COMMUNITY MONTESSORI SCHOOL INC
EIN 61-0713317
Tax Period 201805
Filing Type E
Return Type 990
File View File
Organization Name COMMUNITY MONTESSORI SCHOOL INC
EIN 61-0713317
Tax Period 201705
Filing Type E
Return Type 990
File View File
Organization Name COMMUNITY MONTESSORI SCHOOL INC
EIN 61-0713317
Tax Period 201605
Filing Type E
Return Type 990
File View File

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
8031037002 2020-04-08 0457 PPP 725 STONE RD, LEXINGTON, KY, 40503-2835
Loan Status Date 2021-02-20
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 192300
Loan Approval Amount (current) 192300
Undisbursed Amount 0
Franchise Name -
Lender Location ID 27542
Servicing Lender Name Republic Bank & Trust Company
Servicing Lender Address 601 W Market St Republic Corporate Center, LOUISVILLE, KY, 40202
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address LEXINGTON, FAYETTE, KY, 40503-2835
Project Congressional District KY-06
Number of Employees 30
NAICS code 611110
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Non-Profit Organization
Originating Lender ID 27542
Originating Lender Name Republic Bank & Trust Company
Originating Lender Address LOUISVILLE, KY
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 193715.54
Forgiveness Paid Date 2021-01-06

Sources: Kentucky Secretary of State