Public Charity

CASA ESPERANZA MONTESORRI INC

CASA ESPERANZA MONTESORRI INC is a Public Charity headquartered in WAKE FOREST, NC. Financial data from the 2025 filing: $10.1M revenue, $9.0M expenses, $21.8M total assets. 1 publicly reported grants to this organization, totaling roughly $5K, appear in IRS filings.

EIN: 562243027 WAKE FOREST, NC Charter Schools NTEE: B29 Latest filing: 2025
Total Revenue$10.1M
Total Expenses$9.0M
Total Assets$21.8M
Grant Records1
Funding Total$5K
Filing Years2021–2025

Mission

CASA ESPERANZA MONTESSORI EDUCATES STUDENTS USING THE MONTESSORI PHILOSOPHY AND SPANISH LANGUAGE ACQUISITION TO DEVELOP INDEPENDENT, SELF-MOTIVATED INDIVIDUALS WHO POSSESS THE CRITICAL THINKING SKILLS NECESSARY TO BECOME RESPONSIBLE GLOBAL CITIZENS.

Where $100 goes at Casa Esperanza Montesorri Inc

How Casa Esperanza Montesorri Inc divides every $100 it spends, from its own Form 990 filings, averaged across 8 years.

$74 Programs the work itself
$26 Management running the organization
$0 Fundraising none reported

No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.

Inside the $74 for programs

$74
Operation of a tuition-free public charter school that offers a dual-language curriculum and montessori philosophy, serving 733 students in grades k through 8, and a private pre-k program…
All program spending · Reported in the filing: 733 students; 23 students
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Source: Form 990 filings with the IRS, latest fiscal year 2025. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.

Officers & Directors

TREASURER Alice Ward
EXECUTIVE DIRECTOR Gerita Connor
MEMBER AT LARGE Jon Lee
SECRETARY Monica Perry
VICE CHAIR Monique Taylor
CHAIR Seraka Davis

Officer compensation and complete director data available with membership.

Top Grant Purposes

Unspecified
$5,000 1 grant

Financial Trends

Year Revenue Expenses Assets
2025 $10.1M $9.0M $21.8M
2024 $8.8M $8.5M $21.5M
2023 $7.5M $7.6M $21.8M
2022 $6.2M $7.1M $24.5M
2021 $5.4M $4.5M $5.7M

Between 2021 and 2025, reported annual revenue grew from $5.4M to $10.1M (+85%), with total assets most recently reported at $21.8M.

Interactive year-over-year charts and full filing details available with membership.

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