Liabilities / Assets
1st percentile
Higher debt load relative to assets than 1% of similar nonprofits.
Montessori School of Oakton
EIN 52-1238299 • 501(c)3 • Fairfax, VA
Profile
It is the mission of the Montessori School of oakton to provide an enriched pre-school and elementary education based on the principles of Maria Montessori, to the students.
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
-0.01x
Liabilities / Revenue
1st percentile
Higher debt load relative to revenue than 1% of similar nonprofits.
Net Margin
24th percentile
Higher net margin than 24% of similar nonprofits.
Top Officer Pay
79th percentile
Higher top officer pay than 79% of similar nonprofits.
Top officer pay equals 9.8% of source-year revenue.
Asset Growth
80th percentile
Faster asset growth than 80% of similar nonprofits.
Revenue Growth
46th percentile
Faster revenue growth than 46% of similar nonprofits.
Balance Sheet
Assets
Up$831,191
Up $148,328 (+22%) from 2024
Liabilities
Down-$6,995
Down $1,108 (-19%) from 2024
Net Assets
Up$838,186
Up $149,436 (+22%) from 2024
Revenue
Up$1,384,349
Up $65,544 (+5.0%) from 2024
Expenses
Up$1,492,504
Up $143,281 (+11%) from 2024
Net Income
Down-$108,155
Down $77,737 (-256%) from 2024
Trend Graphs
Filings
Most recent year
2025 • Form 990Detailed filing. Detailed filing data is available for this year.
- Assets
- $831,191
- Liabilities
- -$6,995
- Net assets
- $838,186
- Revenue
- $1,384,349
- Expenses
- $1,492,504
- Net income
- -$108,155
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2024 to Jun 30, 2025
- Signed
- Nov 14, 2025
- Return Version
- 2024v5.2
- Gross Receipts
- $1,384,349
Mission and Program Overview
Mission
It is the mission of the Montessori School of oakton to provide an enriched pre-school and elementary education based on the principles of Maria Montessori, to the students
It is the mission of the Montessori School of oakton to provide an enriched pre-school and elementary education based on the principles of Maria Montessori, to the students.
Balance Sheet Detail
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Savings and Temporary Cash Investments | $385,355 | $522,996 | ▲ $137,641 |
| Cash and Non-Interest-Bearing Accounts | $145,763 | $165,935 | ▲ $20,172 |
| Land, Buildings, and Equipment, Net | $55,332 | $46,986 | ▼ $8,346 |
| Accounts Receivable | $-976 | $-976 | → $0 |
| Total Assets | $860,054 | $831,191 | ▼ $28,863 |
| Other Assets Total | $274,580 | $96,250 | ▼ $178,330 |
| Liabilities | |||
| Other Liabilities | $-2,895 | $-6,995 | ▼ $4,100 |
| Total Liabilities | $-2,895 | $-6,995 | ▼ $4,100 |
| Net Assets / Fund Balance | |||
| Net Assets Without Donor Restrictions | $862,949 | $838,186 | ▼ $24,763 |
| Total Net Assets Fund Balance | $862,949 | $838,186 | ▼ $24,763 |
| Total Liabilities and Net Assets / Fund Balance | $860,054 | $831,191 | ▼ $28,863 |
Asset Categories
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Buildings | $24,372 | $9,255 | - |
| Equipment | $22,614 | $15,933 | - |
| Other Assets Org | $96,250 | - | - |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Total |
|---|---|---|---|---|
| Carolyn Linke | President | PT | $135,904 | $135,904 |
| Britney Linke Taylor | Teacher | PT | $62,500 | $62,500 |
| Mary Young | Vice President | PT | $59,416 | $59,416 |
Board Members and Trustees
| Name | Title |
|---|---|
| Allison Fredrick-Harteis | Trustee |
| Carmen Arenas | Trustee |
| Lisa Banowit | Trustee |
| Mary Beth Humen | Trustee |
| Susan Rehfield | Trustee |
Revenue and Support
Revenue Composition
- Contributions and Grants
- $24,152
- Program Service Revenue
- $1,309,810
- Investment Income
- $0
- Other Revenue
- $50,387
- Change in Net Assets
- $-108,155
Expenses and Functional Allocation
Major Expense Lines
| Line Item | Amount |
|---|---|
| Salaries, Compensation, and Employee Benefits | $961,742 |
| Other Expenses | $530,762 |
| Total Fundraising Expense | $18,661 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
Functional Expense Allocation
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Other Salaries and Wages | $635,876 | - | - | $635,876 |
| Current Officers, Directors, Trustees, and Key Employees | - | $257,820 | - | $257,820 |
| Occupancy | $144,868 | $4,100 | - | $148,968 |
| Insurance | $74,944 | $30,387 | - | $105,331 |
| Payroll Taxes | $48,416 | $19,630 | - | $68,046 |
| Fees for Services Accounting | $34,895 | $14,148 | - | $49,043 |
| All Other Expenses | $35,614 | $1,344 | - | $36,958 |
| Conferences and Meetings | $19,327 | $7,836 | - | $27,163 |
| Travel | $22,296 | $472 | - | $22,768 |
| Advertising | - | - | $18,661 | $18,661 |
| Office Expenses | $16,384 | - | - | $16,384 |
| Other Expenses | $9,519 | $1,033 | - | $9,519 |
| Fees for Services Other | $6,396 | $2,594 | - | $8,990 |
| Depreciation Depletion | $8,346 | - | - | $8,346 |
| Total Functional Expenses | $1,134,479 | $339,364 | $18,661 | $1,492,504 |
Fundraising, Events, and Gaming
- Fundraising activities
- Yes
- Gaming activities
- No
- Professional fundraiser used
- No
Fundraising and Gaming Totals
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
Fundraising Events
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Annual Gala | - | - | - | - |
| Elementary P | - | - | - | - |
Political and Lobbying Activity
- Political campaign activity
- No
- Lobbying activity
- No
- Subject to proxy tax
- No
Debt and Bond Financing
Other Reported Liabilities
| Liability | Amount |
|---|---|
| Amex credit card | $539 |
| Payroll liability | - |
Governance and Compliance
Governance Checklist
- Compiled or reviewed by an accountant
- No
- Backup withholding compliance
- Yes
- Business relationship with 35% controlled entity
- No
- Business relationship with family members
- No
- Business relationship with organization members
- No
- Material changes to governing documents
- No
- Compensation from other sources disclosed
- No
- CEO compensation reviewed
- No
- Other officer compensation reviewed
- No
- Conflict-of-interest policy
- No
- Audited financial statements prepared
- No
- Key decisions subject to board approval
- No
- Management duties delegated
- No
Governance Explanations
Officer directors etc family relationship Part VI line 2
“Britney Taylor is the daughter of Carolyn Linke. She is a trained Montessori teacher and is both an employee of the Montessori School of Oakton, Inc. and a valued trustee and advisor. Carolyn Linke and Mary Young are both employees of the Montessori School Of Oakton, Inc., Carolyn serves as both the Head of School as well as a classroom teacher. Mary Young serves as the Assistant Head of School”
Management duties delegation Part VI line 3
“Carolyn Linke and Mary Young are both employees of the Montessori School of Oakton, Inc. Carolyn serves as both the Head of School as well as a classroom teacher. Mary Young serves as the Assistant Head of School”
Organizational document changes Part VI line 4
“No significant changes have been made to the Schools organizational documents in 2024.”
Member election for additional members Part VI line 7A
“One of our directors, Ms. Carolyn Linke is also a teacher and the Head of School of the Montessori School of Oakton, Inc. and thus provides services to the corporation for the salary specified in the returns of the corporation. The salary offered is that of a similarly trained and experienced Head of School and teacher at other schools in the area. Another director, Mary Young, is also the Assistant Head of School for the Montessori School of Oakton, Inc. and thus provides services to the corporation for the salary specified in the returns of the corporation. The salary offered is that of a similarly trained and experienced Assistant Head of School at other schools in the area.”
Form 990 governing body review Part VI line 11
“At this time we do not have a formal review process. Board members and trustees are provided a copy of the annual filing of Federal form 990 for review.”
Form 990 availability to public Part VI line 18
“The annual filing of the schools form 990 is publicly available on the IRS website (www.irs.gov) and also on Guidestar (www.guidestar.org)”
Governing documents etc available to public Part VI line 19
“Governing documents are available upon request.”
Filing and Contact Details
Filer
- Filer Name
- Montessori School of Oakton
- EIN
- 52-1238299
- In Care Of
- % Carolyn Linke
- Phone
- 7037150611
- Address
- 10830 MAIN STREET, FAIRFAX, VA 22030
Signing Officer
- Name
- Carolyn Linke
- Title
- President
- Phone
- 7037150611
- Signed
- 2025-11-14
- Discuss with paid preparer
- Yes
Organization Details
- Principal Officer
- Carolyn Linke
- Formed
- 1981
- Legal Domicile
- Va
- Voting Board Members
- 5
- Independent Board Members
- 5
- Employees
- 19
Preparer
- Firm
- GEM Accounting & Tax LLC
- Address
- 13873 Park Center Rd Ste 352, Herndon, VA 20171
- Preparer
- Olga Odhiambo
- Phone
- 5712079008
Supplemental Narrative
Additional Explanations
Explanation of other changes in net assets or fund balances Part XI line 9
“Change in Net Assets was adjusted by $83,392 being Net Income from July 1st,2024 transactions.”
Raw XML AppendixShowing 400 of 410 raw XML fields
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
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| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 27163 |
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| IRS990/ExpenseAmt | 0 | 1134479 |
| IRS990/FamilyOrBusinessRlnInd | 0 | true |
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| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 49043 |
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| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 8990 |
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| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | Britney Linke Taylor |
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| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | Teacher |
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| IRS990/InsuranceGrp/ProgramServicesAmt | 0 | 74944 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 105331 |
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| IRS990/OperateHospitalInd | 0 | false |
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| IRS990/OtherExpensesGrp/Desc | 0 | Artclassroom supplies |
| IRS990/OtherExpensesGrp/Desc | 1 | Other Academic Programs |
| IRS990/OtherExpensesGrp/Desc | 2 | Repairs and Maintenance |
| IRS990/OtherExpensesGrp/Desc | 3 | School meals |
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| IRS990/OtherExpensesGrp/ProgramServicesAmt | 0 | 33705 |
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| IRS990/OtherExpensesGrp/ProgramServicesAmt | 2 | 36493 |
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| IRS990/PrincipalOfficerNm | 0 | Carolyn Linke |
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| IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm | 0 | Elementary P |
| IRS990/ScheduleJRequiredInd | 0 | false |
| IRS990/ScheduleORequiredInd | 0 | true |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Britney Taylor is the daughter of Carolyn Linke. She is a trained Montessori teacher and is both an employee of the Montessori School of Oakton, Inc. and a valued trustee and advisor. Carolyn Linke and Mary Young are both employees of the Montessori School Of Oakton, Inc., Carolyn serves as both the Head of School as well as a classroom teacher. Mary Young serves as the Assistant Head of School |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Carolyn Linke and Mary Young are both employees of the Montessori School of Oakton, Inc. Carolyn serves as both the Head of School as well as a classroom teacher. Mary Young serves as the Assistant Head of School |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | No significant changes have been made to the Schools organizational documents in 2024. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | One of our directors, Ms. Carolyn Linke is also a teacher and the Head of School of the Montessori School of Oakton, Inc. and thus provides services to the corporation for the salary specified in the returns of the corporation. The salary offered is that of a similarly trained and experienced Head of School and teacher at other schools in the area. Another director, Mary Young, is also the Assistant Head of School for the Montessori School of Oakton, Inc. and thus provides services to the corporation for the salary specified in the returns of the corporation. The salary offered is that of a similarly trained and experienced Assistant Head of School at other schools in the area. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | At this time we do not have a formal review process. Board members and trustees are provided a copy of the annual filing of Federal form 990 for review. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | The annual filing of the schools form 990 is publicly available on the IRS website (www.irs.gov) and also on Guidestar (www.guidestar.org) |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | Governing documents are available upon request. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | Change in Net Assets was adjusted by $83,392 being Net Income from July 1st,2024 transactions. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Officer directors etc family relationship Part VI line 2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Management duties delegation Part VI line 3 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Organizational document changes Part VI line 4 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Member election for additional members Part VI line 7a |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Form 990 governing body review Part VI line 11 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Form 990 availability to public Part VI line 18 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | Governing documents etc available to public Part VI line 19 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | Explanation of other changes in net assets or fund balances Part XI line 9 |
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| IRS990/TransactionWithControlEntInd | 0 | false |
| IRS990/TravelGrp/ManagementAndGeneralAmt | 0 | 472 |
| IRS990/TravelGrp/ProgramServicesAmt | 0 | 22296 |
| IRS990/TravelGrp/TotalAmt | 0 | 22768 |
| IRS990/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990/TypeOfOrganizationCorpInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | false |
| IRS990/UponRequestInd | 0 | X |
| IRS990/USAddress/AddressLine1Txt | 0 | 10830 MAIN STREET |
| IRS990/USAddress/CityNm | 0 | FAIRFAX |
| IRS990/USAddress/StateAbbreviationCd | 0 | VA |
| IRS990/USAddress/ZIPCd | 0 | 22030 |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 5 |
| IRS990/VotingMembersIndependentCnt | 0 | 5 |
| IRS990/WebsiteAddressTxt | 0 | WWW.OAKTONMONTESSORI.COM |
| IRS990/WhistleblowerPolicyInd | 0 | false |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | CAROLYN LINKE |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | President |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 7037150611 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-11-14 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | MONTESSORI SCHOOL OF OAKTON |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | MONT |
| ReturnHeader/Filer/EIN | 0 | 521238299 |
| ReturnHeader/Filer/InCareOfNm | 0 | % Carolyn Linke |
| ReturnHeader/Filer/PhoneNum | 0 | 7037150611 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 10830 MAIN STREET |
| ReturnHeader/Filer/USAddress/CityNm | 0 | FAIRFAX |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | VA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 22030 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | true |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 822753262 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | GEM Accounting & Tax LLC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 13873 Park Center Rd Ste 352 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Herndon |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | VA |
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