Omni Montessori School

EIN: 561466119 501(c)(3)

Charlotte, NC

Total Revenue
$4,299,221
Total Expenses
$3,875,582
Total Assets
$8,233,841
Net Assets
$4,777,473
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1985
Legal Domicile
NC
Principal Officer
Cindy Curry
Phone
7045411326
Tax Period
2024-08-01 to 2025-07-31

Omni Montessori School, founded in 1985, is a community nonprofit that reported $4.3M in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $3.9M left a modest 10% surplus.

Mission

Omni Montessori School is dedicated to adhering to the teachings of Maria Montessori by providing a child-centered environment that offers an individualized and integrated curriculum for students age 3 - grade nine.

Program Service Accomplishments

Program 1
Expenses: $3,480,447

Omni Montessori School develops independent, self-aware and inspired members of society who value discovery and contribute with purpose to the world around them. The school services 230 students ages...

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Omni Montessori School develops independent, self-aware and inspired members of society who value discovery and contribute with purpose to the world around them. The school services 230 students ages 3 - 15 years on two campuses. The Blakeney Campus, located on seven acres in the Blakeney area of south Charlotte, is home to four Primary classrooms, three Lower Elementary classrooms, two Upper Elementary classrooms, and a multi-purpose Activity Center. The Omni Waxhaw Campus, located on a 13-acre farm in nearby Waxhaw, North Carolina, is home to Omni's Middle School program, grades seven through nine. Omni teachers are highly-trained professionals who are AMI or AMS-certified at their program level. Omni seeks and celebrates all types of diversity.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $194,716
Program Service Revenue $4,068,515
Investment Income $6,918
Other Revenue $29,072
TOTAL REVENUE $4,299,221

Expense Breakdown

Grants Paid $154,536
Salaries & Benefits $2,766,470
Fundraising Expenses $122,664
Program Expenses $3,480,447
Other Expenses $954,576
TOTAL EXPENSES $3,875,582

Year-over-Year Comparison

2024 2023 Change
Revenue $4,299,221 $3,872,782 +0.1%
Expenses $3,875,582 $3,560,034 +0.1%
Net Income $423,639 $312,748 +0.4%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
12
Independent Members
12
Employees
65
Volunteers
50

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
6
$119,840
Total Directors
11
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Cindy Curry Head of School 60.00
Officer
$119,840 $0 $119,840
Donna Garrison Director of Finance 50.00
$100,959 $0 $100,959
Nikki Eason President 2.00
Officer Director
$0 $0 $0
Christy Trimmer Vice President 2.00
Officer Director
$0 $0 $0
Hannah Rankin Secretary 2.00
Officer Director
$0 $0 $0
Colleen Nicol Treasurer 2.00
Officer Director
$0 $0 $0
Holly Trotter Treasurer 2.00
Officer Director
$0 $0 $0
Neil Kohler Trustee 1.00
Director
$0 $0 $0
Ellen Olson Trustee 1.00
Director
$0 $0 $0
Ruth Jaimes Trustee 1.00
Director
$0 $0 $0
Matt McCusker Trustee 1.00
Director
$0 $0 $0
Rick Tanner Trustee 1.00
Director
$0 $0 $0
Ellie Brown Trustee 1.00
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $4,299,221 $3,875,582 $8,233,841 $423,639
2024 $3,872,782 $3,560,034 $6,157,051 $312,748
2023 $3,442,936 $3,104,905 $5,609,027 $338,031
2022 $3,034,809 $2,949,998 $5,272,283 $84,811
2021 $2,794,675 $2,676,832 $4,996,654 $117,843
2020 $3,025,998 $2,712,371 $4,757,875 $313,627
2019 $2,553,028 $2,597,252 $4,507,707 $-44,224
2018 $2,425,225 $2,491,749 $4,452,030 $-66,524
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