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LEXINGTON MONTESSORI SCHOOL, INC.

Company Details

Name: LEXINGTON MONTESSORI SCHOOL, INC.
Legal type: Kentucky Corporation
Status: Active
Standing: Good
Profit or Non-Profit: Non-profit
File Date: 10 Jun 1980 (45 years ago)
Organization Date: 10 Jun 1980 (45 years ago)
Last Annual Report: 16 Oct 2024 (4 months ago)
Organization Number: 0147369
Industry: Educational Services
Number of Employees: Small (0-19)
ZIP code: 40504
City: Lexington
Primary County: Fayette County
Principal Office: 319 S. BDWY. PARK, LEXINGTON, KY 40504
Place of Formation: KENTUCKY

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
LEXINGTON MONTESSORI SCHOOL 2023 310992872 2024-07-23 LEXINGTON MONTESSORI SCHOOL, INC. 21
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 611000
Sponsor’s telephone number 8592547034
Plan sponsor’s address 319 SOUTH BROADWAY PARK, LEXINGTON, KY, 405042608

Signature of

Role Plan administrator
Date 2024-07-23
Name of individual signing RANDILYNN TUCKER
Valid signature Filed with authorized/valid electronic signature
LEXINGTON MONTESSORI SCHOOL INC CBS BENEFIT PLAN 2023 310992872 2024-12-30 LEXINGTON MONTESSORI SCHOOL INC 7
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2023-06-01
Business code 611000
Sponsor’s telephone number 8592547034
Plan sponsor’s address 319 S BROADWAY PARK, LEXINGTON, KY, 40504

Plan administrator’s name and address

Administrator’s EIN 846429706
Plan administrator’s name JOSEPH HSU
Plan administrator’s address 464 CHENAULT RD, FRANKFORT, KY, 40601
Administrator’s telephone number 5026954700

Signature of

Role Plan administrator
Date 2024-12-30
Name of individual signing JOSEPH HSU
Valid signature Filed with authorized/valid electronic signature
LEXINGTON MONTESSORI SCHOOL 2022 310992872 2023-06-13 LEXINGTON MONTESSORI SCHOOL, INC. 20
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 611000
Sponsor’s telephone number 8592547034
Plan sponsor’s address 319 SOUTH BROADWAY PARK, LEXINGTON, KY, 405042608

Signature of

Role Plan administrator
Date 2023-06-08
Name of individual signing RANDILYNN TUCKER
Valid signature Filed with authorized/valid electronic signature
LEXINGTON MONTESSORI SCHOOL 2021 310992872 2022-05-19 LEXINGTON MONTESSORI SCHOOL, INC. 21
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 611000
Sponsor’s telephone number 8592547034
Plan sponsor’s address 319 SOUTH BROADWAY PARK, LEXINGTON, KY, 405042608

Signature of

Role Plan administrator
Date 2022-05-19
Name of individual signing RANDILYNN TUCKER
Valid signature Filed with authorized/valid electronic signature
LEXINGTON MONTESSORI SCHOOL 2020 310992872 2021-06-14 LEXINGTON MONTESSORI SCHOOL, INC. 23
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 611000
Sponsor’s telephone number 8592547034
Plan sponsor’s address 319 SOUTH BROADWAY PARK, LEXINGTON, KY, 405042608

Signature of

Role Plan administrator
Date 2021-06-14
Name of individual signing RANDILYNN TUCKER
Valid signature Filed with authorized/valid electronic signature
LEXINGTON MONTESSORI SCHOOL 2019 310992872 2020-06-19 LEXINGTON MONTESSORI SCHOOL, INC. 21
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 611000
Sponsor’s telephone number 8592547034
Plan sponsor’s address 319 SOUTH BROADWAY PARK, LEXINGTON, KY, 405042608

Signature of

Role Plan administrator
Date 2020-06-18
Name of individual signing RANDILYNN TUCKER
Valid signature Filed with authorized/valid electronic signature
LEXINGTON MONTESSORI SCHOOL 2018 310992872 2019-06-13 LEXINGTON MONTESSORI SCHOOL, INC. 22
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 611000
Sponsor’s telephone number 8592547034
Plan sponsor’s address 319 SOUTH BROADWAY PARK, LEXINGTON, KY, 405042608

Signature of

Role Plan administrator
Date 2019-06-13
Name of individual signing RANDILYNN TUCKER
Valid signature Filed with authorized/valid electronic signature
LEXINGTON MONTESSORI SCHOOL 2017 310992872 2018-07-10 LEXINGTON MONTESSORI SCHOOL, INC. 21
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 611000
Sponsor’s telephone number 8592547034
Plan sponsor’s address 319 SOUTH BROADWAY PARK, LEXINGTON, KY, 405042608

Signature of

Role Plan administrator
Date 2018-06-26
Name of individual signing RANDILYNN TUCKER
Valid signature Filed with authorized/valid electronic signature
LEXINGTON MONTESSORI SCHOOL 2016 310992872 2017-06-29 LEXINGTON MONTESSORI SCHOOL, INC. 22
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 611000
Sponsor’s telephone number 8592547034
Plan sponsor’s address 319 SOUTH BROADWAY PARK, LEXINGTON, KY, 405042608

Signature of

Role Plan administrator
Date 2017-06-27
Name of individual signing RANDILYNN TUCKER
Valid signature Filed with authorized/valid electronic signature
LEXINGTON MONTESSORI SCHOOL 2015 310992872 2016-06-08 LEXINGTON MONTESSORI SCHOOL, INC. 22
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 611000
Sponsor’s telephone number 8592547034
Plan sponsor’s address 319 SOUTH BROADWAY PARK, LEXINGTON, KY, 405042608

Signature of

Role Plan administrator
Date 2016-05-28
Name of individual signing RANDILYNN TUCKER
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2015/07/27/20150727160005P030039566141008.pdf
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 611000
Sponsor’s telephone number 8592547034
Plan sponsor’s address 319 SOUTH BROADWAY PARK, LEXINGTON, KY, 405042608

Signature of

Role Plan administrator
Date 2015-07-24
Name of individual signing RANDILYNN TUCKER
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2014/07/21/20140721100006P040003989989004.pdf
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 611000
Sponsor’s telephone number 8592547034
Plan sponsor’s address 319 SOUTH BROADWAY PARK, LEXINGTON, KY, 405042608

Signature of

Role Plan administrator
Date 2014-07-21
Name of individual signing RANDILYNN TUCKER
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2013/07/10/20130710150007P040016568768001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 611000
Sponsor’s telephone number 8592547034
Plan sponsor’s address 319 SOUTH BROADWAY PARK, LEXINGTON, KY, 405042608

Signature of

Role Plan administrator
Date 2013-07-10
Name of individual signing RANDILYNN TUCKER
Valid signature Filed with authorized/valid electronic signature
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 611000
Sponsor’s telephone number 8592547034
Plan sponsor’s address 319 SOUTH BROADWAY PARK, LEXINGTON, KY, 405042608

Plan administrator’s name and address

Administrator’s EIN 310992872
Plan administrator’s name LEXINGTON MONTESSORI SCHOOL, INC.
Plan administrator’s address 319 SOUTH BROADWAY PARK, LEXINGTON, KY, 405042608
Administrator’s telephone number 8592547034

Signature of

Role Plan administrator
Date 2012-07-24
Name of individual signing RANDILYNN TUCKER
Valid signature Filed with incorrect/unrecognized electronic signature
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 611000
Sponsor’s telephone number 8592547034
Plan sponsor’s address 319 SOUTH BROADWAY PARK, LEXINGTON, KY, 405042608

Plan administrator’s name and address

Administrator’s EIN 310992872
Plan administrator’s name LEXINGTON MONTESSORI SCHOOL, INC.
Plan administrator’s address 319 SOUTH BROADWAY PARK, LEXINGTON, KY, 405042608
Administrator’s telephone number 8592547034

Signature of

Role Plan administrator
Date 2012-07-30
Name of individual signing RANDILYNN TUCKER
Valid signature Filed with incorrect/unrecognized electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2012/07/30/20120730143047P040018519506001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 611000
Sponsor’s telephone number 8592547034
Plan sponsor’s address 319 SOUTH BROADWAY PARK, LEXINGTON, KY, 405042608

Plan administrator’s name and address

Administrator’s EIN 310992872
Plan administrator’s name LEXINGTON MONTESSORI SCHOOL, INC.
Plan administrator’s address 319 SOUTH BROADWAY PARK, LEXINGTON, KY, 405042608
Administrator’s telephone number 8592547034

Signature of

Role Plan administrator
Date 2012-07-30
Name of individual signing RANDILYNN TUCKER
Valid signature Filed with authorized/valid electronic signature
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 611000
Sponsor’s telephone number 8592547034
Plan sponsor’s address 319 SOUTH BROADWAY PARK, LEXINGTON, KY, 405042608

Plan administrator’s name and address

Administrator’s EIN 310992872
Plan administrator’s name LEXINGTON MONTESSORI SCHOOL INC
Plan administrator’s address 319 SOUTH BROADWAY PARK, LEXINGTON, KY, 405042608
Administrator’s telephone number 8592547034

Signature of

Role Plan administrator
Date 2011-08-23
Name of individual signing RANDILYNN TUCKER
Valid signature Filed with incorrect/unrecognized electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2011/09/09/20110909123507P030127127409001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 611000
Sponsor’s telephone number 8592547034
Plan sponsor’s address 319 SOUTH BROADWAY PARK, LEXINGTON, KY, 405042608

Plan administrator’s name and address

Administrator’s EIN 310992872
Plan administrator’s name LEXINGTON MONTESSORI SCHOOL INC
Plan administrator’s address 319 SOUTH BROADWAY PARK, LEXINGTON, KY, 405042608
Administrator’s telephone number 8592547034

Signature of

Role Plan administrator
Date 2011-09-09
Name of individual signing RANDILYNN TUCKER
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2010/07/26/20100726164645P040040083635013.pdf
Three-digit plan number (PN) 001
Effective date of plan 2002-01-01
Business code 611000
Sponsor’s telephone number 8592547034
Plan sponsor’s address 319 SOUTH BROADWAY PARK, LEXINGTON, KY, 405042608

Plan administrator’s name and address

Administrator’s EIN 310992872
Plan administrator’s name LEXINGTON MONTESSORI SCHOOL INC
Plan administrator’s address 319 SOUTH BROADWAY PARK, LEXINGTON, KY, 405042608
Administrator’s telephone number 8592547034

Signature of

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

Registered Agent

Name Role
RANDILYNN TUCKER Registered Agent

President

Name Role
Tyler Powell President

Director

Name Role
Tyler Powell Director
Laura Childs Director
RandiLynn Tucker Director
WALTER BEN MAGEDANZ Director
SUSAN H. MAGEDANZ Director
MARJORIE M. MAGEDANZ Director

Treasurer

Name Role
Michael Shouse Treasurer

Vice President

Name Role
RANDILYNN TUCKER Vice President

Incorporator

Name Role
WALTER B. MAGEDANZ Incorporator
SUSAN H. MAGEDANZ Incorporator
MARJORIE M. MAGEDANZ Incorporator

Filings

Name File Date
Annual Report Amendment 2024-10-16
Annual Report 2024-02-28
Annual Report 2023-03-16
Annual Report 2022-05-17
Annual Report 2021-02-09
Annual Report 2020-06-19
Annual Report 2019-06-20
Annual Report 2018-04-26
Annual Report 2017-05-04
Registered Agent name/address change 2017-05-04

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
31-0992872 Corporation Unconditional Exemption 319 S BROADWAY PARK, LEXINGTON, KY, 40504-2608 1980-11
In Care of Name -
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 Central - This code is used if the organization is a central type organization (no group exemption) of a National, Regional or Geographic grouping of organizations.
Classification Government Instrumentality, Title-Holding Corporation, Charitable Organization, Agricultural Organization, Board of Trade, Pleasure, Recreational, or Social Club, Fraternal Beneficiary Society, Order or Association, Voluntary Employees' Beneficiary Association (Non-Govt. Emps.), Domestic Fraternal Societies and Associations, Teachers Retirement Fund Assoc., Benevolent Life Insurance Assoc., Burial Association, Credit Union, Mutual Insurance Company or Assoc. Other Than Life or Marine, Corp. Financing Crop Operations, Supplemental Unemployment Compensation Trust or Plan, Employee Funded Pension Trust (Created Before 6/25/59), Post or Organization of War Veterans, Legal Service Organization, Black Lung Trust, Multiemployer Pension Plan, Veterans Assoc. Formed Prior to 1880, Trust Described in Sect. 4049 of ERISA, Title Holding Co. for Pensions, etc., State-Sponsored High Risk Health Insurance Organizations, State-Sponsored Workers' Compensation Reinsurance, ACA 1322 Qualified Nonprofit Health Insurance Issuers, Apostolic and Religious Org. (501(d)), Cooperative Hospital Service Organization (501(e)), Cooperative Service Organization of Operating Educational Organization (501(f)), Child Care Organization (501(k)), Charitable Risk Pool, Qualified State-Sponsored Tuition Program, 4947(a)(1) - Private Foundation (Form 990PF Filer)
Deductibility Contributions are deductible.
Foundation Organization that receives a substantial part of its support from a governmental unit or the general public 170(b)(1)(A)(vi)
Tax Period 2024-06
Asset 500,000 to 999,999
Income 500,000 to 999,999
Filing Requirement 990 (all other) or 990EZ return
PF Filing Requirement No 990-PF return
Accounting Period Jun
Asset Amount 634005
Income Amount 662159
Form 990 Revenue Amount 660072
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 LEXINGTON MONTESSORI SCHOOL INC
EIN 31-0992872
Tax Period 202306
Filing Type E
Return Type 990
File View File
Organization Name LEXINGTON MONTESSORI SCHOOL INC
EIN 31-0992872
Tax Period 202206
Filing Type E
Return Type 990
File View File
Organization Name LEXINGTON MONTESSORI SCHOOL INC
EIN 31-0992872
Tax Period 202106
Filing Type E
Return Type 990
File View File
Organization Name LEXINGTON MONTESSORI SCHOOL INC
EIN 31-0992872
Tax Period 202006
Filing Type E
Return Type 990
File View File
Organization Name LEXINGTON MONTESSORI SCHOOL INC
EIN 31-0992872
Tax Period 201906
Filing Type E
Return Type 990
File View File
Organization Name LEXINGTON MONTESSORI SCHOOL INC
EIN 31-0992872
Tax Period 201806
Filing Type E
Return Type 990
File View File
Organization Name LEXINGTON MONTESSORI SCHOOL INC
EIN 31-0992872
Tax Period 201706
Filing Type E
Return Type 990
File View File
Organization Name LEXINGTON MONTESSORI SCHOOL INC
EIN 31-0992872
Tax Period 201606
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
1400408802 2021-04-10 0457 PPS 319 S Broadway Park, Lexington, KY, 40504-2608
Loan Status Date 2021-10-07
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 62700
Loan Approval Amount (current) 62700
Undisbursed Amount 0
Franchise Name -
Lender Location ID 27631
Servicing Lender Name Traditional Bank, Inc.
Servicing Lender Address 49 W Main St, MOUNT STERLING, KY, 40353-1316
Rural or Urban Indicator U
Hubzone Y
LMI Y
Business Age Description Existing or more than 2 years old
Project Address Lexington, FAYETTE, KY, 40504-2608
Project Congressional District KY-06
Number of Employees 15
NAICS code 611110
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Non-Profit Organization
Originating Lender ID 27631
Originating Lender Name Traditional Bank, Inc.
Originating Lender Address MOUNT STERLING, KY
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 62973.13
Forgiveness Paid Date 2021-09-21
4385277003 2020-04-03 0457 PPP 319 S BROADWAY PARK, LEXINGTON, KY, 40504-2608
Loan Status Date 2021-04-08
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 62700
Loan Approval Amount (current) 62700
Undisbursed Amount 0
Franchise Name -
Lender Location ID 27631
Servicing Lender Name Traditional Bank, Inc.
Servicing Lender Address 49 W Main St, MOUNT STERLING, KY, 40353-1316
Rural or Urban Indicator U
Hubzone Y
LMI Y
Business Age Description Existing or more than 2 years old
Project Address LEXINGTON, FAYETTE, KY, 40504-2608
Project Congressional District KY-06
Number of Employees 15
NAICS code 611110
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Non-Profit Organization
Originating Lender ID 27631
Originating Lender Name Traditional Bank, Inc.
Originating Lender Address MOUNT STERLING, KY
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 63301.23
Forgiveness Paid Date 2021-03-30

Sources: Kentucky Secretary of State