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MONTVERDE ACADEMY

EIN 59-0657329 MONTVERDE, FL

Browse the largest nonprofits in Florida

Revenue 2024
$41,077,065
Expenses 2024
$40,883,601

Program services were 87.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

As filed

Subsection
03
Classification
2000
Street
17235 7TH ST

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Other organizations at this address

1 other organization in the IRS Business Master File lists the same street address. matched by us

We match the street line and ZIP code as the IRS gives them, ignoring case and outer spaces and nothing else, so "AVE" and "AVENUE" count as different streets and this list can miss some. A shared address can mean related organizations or a shared office, but it can also be a registered agent, a mail drop or a service provider holding mail for unrelated clients. It is not, by itself, evidence that two organizations are connected.

Mission and programs · 2024

Mission

TO INSPIRE STUDENTS TO BECOME LEADERS WITH A PASSION FOR KNOWLEDGE, GLOBAL VISION AND INNOVATION WHILE DEVELOPING CHARACTER IN A NUTURING AND DIVERSE COMMUNITY. MONTVERDE ACADEMY IS A COEDUCATIONAL INDEPENDENT SCHOOL THAT SERVES GRADES PRE-K 3-12. OUR BOARDING PROGRAM SERVES GRADES 7-12 AND POST-GRADUATE STUDIES.AT THE HEART OF THE MONTVERDE ACADEMY EXPERIENCE IS AN ENGAGING AND CHALLENGING ACADEMIC ENVIRONMENT THAT GIVES STUDENTS THE DESIRE AND SKILLS TO ACHIEVE AT THE HIGHEST LEVEL. OUTSIDE OF THE CLASSROOM, STUDENTS DEVELOP THEIR TALENTS AND ABILITIES THROUGH INVOLVEMENT IN FINE ARTS, ATHLETICS, SCHOOL CLUBS, AND SERVICE ORGANIZATIONS. OUR STAFF MEMBERS, PARENTS, AND STUDENTS ARE PART OF A CLOSE-KNIT, DEEPLY CARING COMMUNITY. WE EMPHASIZE POSITIVE RELATIONSHIPS TO HELP BUILD SELF-ESTEEM AND CONFIDENCE IN OUR STUDENTS, AND EACH ONE OF THEM IS A VALUED COMMUNITY MEMBER. WITH ITS CULTURAL DIVERSITY, MONTVERDE ACADEMY DRAWS STUDENTS FROM AROUND THE WORLD. OUR INTERNATIONAL CHARACTER ADD

Activities or mission (Part I)

TO INSPIRE STUDENTS TO BECOME LEADERS WITH A PASSION FOR KNOWLEDGE, GLOBAL VISION AND INNOVATION WHILE DEVELOPING CHARACTER IN A NURTURING AND DIVERSE COMMUNITY.

  • MONTVERDE ACADEMY IS A COLLEGE PREPARATORY, COEDUCATIONAL INDEPENDENT SCHOOL SERVING GRADES PK 3-12. THE BOARDING PROGRAM SERVES GRADES 7-12 AND POSTGRADUATE. AT THE HEART OF THE MONTVERDE ACADEMY EXPERIENCE IS AN ENGAGING AND CHALLENGING ACADEMIC ENVIRONMENT THAT GIVES STUDENTS THE DESIRE AND SKILLS TO ACHIEVE AT THE HIGHEST LEVELS. OUTSIDE OF THE CLASSROOM, STUDENTS CONTINUE TO DEVELOP THEIR TALENTS AND ABILITIES THROUGH INVOLVMENT IN FINE ARTS, ATHLETICS, SCHOOL CLUBS, AND SERVICE ORGANIZATIONS. AVERAGE ENROLLMENT DURING THE 2024-2025 SCHOOL YEAR WAS APPROXIMATELY 1,460 STUDENTS. APPROXIMATELY 235 STUDENTS ARE HOUSED ON CAMPUS; THE REMAINING STUDENTS ARE DAY STUDENTS.

    Expenses $35,723,909 · Revenue $39,573,248

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • Jon Hopman

    Head of School

    Total calculated
    $437,244
    From this org
    $402,650
    From related orgs
    $0
    Other
    $34,594
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $369,500
    Bonus
    $1,000
    Other
    $32,150
    Deferred
    $0
    Nontaxable benefits
    $34,594
    Filer's total
    $437,244
  • Kevin Boyle

    Head Basketball Coach

    Total calculated
    $298,902
    From this org
    $272,871
    From related orgs
    $0
    Other
    $26,031
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $236,867
    Bonus
    $35,554
    Other
    $450
    Deferred
    $0
    Nontaxable benefits
    $26,031
    Filer's total
    $298,902
  • David Rath

    Dean of Enrollment Management

    Total calculated
    $271,986
    From this org
    $237,392
    From related orgs
    $0
    Other
    $34,594
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $223,217
    Bonus
    $13,500
    Other
    $675
    Deferred
    $0
    Nontaxable benefits
    $34,594
    Filer's total
    $271,986
  • Bradley Long

    Director of Finance & operator

    Total calculated
    $203,893
    From this org
    $188,182
    From related orgs
    $0
    Other
    $15,711
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $151,709
    Bonus
    $12,545
    Other
    $23,928
    Deferred
    $0
    Nontaxable benefits
    $15,711
    Filer's total
    $203,893
  • David Bernatavitz

    Dean of Upper School

    Total calculated
    $187,783
    From this org
    $179,045
    From related orgs
    $0
    Other
    $8,738
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $176,695
    Bonus
    $1,000
    Other
    $1,350
    Deferred
    $0
    Nontaxable benefits
    $8,738
    Filer's total
    $187,783
  • Jaime Oncins De Oliveira

    Head Tennis Coach

    Total calculated
    $157,447
    From this org
    $137,010
    From related orgs
    $0
    Other
    $20,437
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $120,813
    Bonus
    $16,000
    Other
    $197
    Deferred
    $0
    Nontaxable benefits
    $20,437
    Filer's total
    $157,447
  • Meristell Shackelford

    Dean of the Lower School

    Total calculated
    $149,803
    From this org
    $140,269
    From related orgs
    $0
    Other
    $9,534
    Hours/week
    40
  • Sandra O Stephens

    TRUSTEE EMIRITUS

    Total calculated
    $0
    Hours/week
    1
  • T Scott Ohmstede

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • S Renee Stephens Lundy

    CHAIRWOMAN

    Total calculated
    $0
    Hours/week
    1
  • Tim J Bach

    VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    1
  • Sean Parks

    SECRETARY

    Total calculated
    $0
    Hours/week
    1
  • Gregory L Nelson

    TREASURER

    Total calculated
    $0
    Hours/week
    1
  • Michael Mason

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Lori Specht

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Jon Frere

    TRUSTEE THRU 08/2024

    Total calculated
    $0
    Hours/week
    1
  • Sidney A McPhee

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us. Earlier years are each on their own filing page.

Filings

  • 2024
    Revenue
    $41,077,065
    Expenses
    $40,883,601
    Contributions
    $1,055,824
    Grants paid
    $0
  • 2023
    Revenue
    $36,111,004
    Expenses
    $35,824,722
    Contributions
    $597,477
    Grants paid
    $0
  • 2022
    Revenue
    $33,466,562
    Expenses
    $34,229,815
    Contributions
    $208,163
    Grants paid
    $0

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

  • 2021 · 990

    Revenue
    $32,301,917
    Expenses
    $30,642,600
    Assets (EOY)
    $55,272,335
  • 2020 · 990

    Revenue
    $32,698,439
    Expenses
    $27,086,495
    Assets (EOY)
    $55,936,225
  • 2019 · 990

    Revenue
    $32,007,011
    Expenses
    $30,673,548
    Assets (EOY)
    $54,309,748
  • 2018 · 990

    Revenue
    $29,792,162
    Expenses
    $29,073,741
    Assets (EOY)
    $45,146,113
  • 2017 · 990

    Revenue
    $30,056,970
    Expenses
    $27,889,206
    Assets (EOY)
    $44,355,847
  • 2016 · 990

    Revenue
    $26,057,795
    Expenses
    $24,555,858
    Assets (EOY)
    $42,019,766
  • 2015 · 990

    Revenue
    $25,263,763
    Expenses
    $22,889,419
    Assets (EOY)
    $40,573,930
  • 2014 · 990

    Revenue
    $22,536,602
    Expenses
    $21,580,397
    Assets (EOY)
    $38,753,454
  • 2013 · 990

    Revenue
    $18,966,681
    Expenses
    $17,957,685
    Assets (EOY)
    $37,450,845
  • 2012 · 990

    Revenue
    not reported
    Expenses
    $16,628,584
    Assets (EOY)
    $36,348,762

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.

Grants made

No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.

Grants received

The 10 largest by cash amount. The API serves every itemized grant.

Taxable family

From Schedule R Parts I, III and IV: entities that legally are the filer, and taxable partnerships, corporations and trusts it is related to. These record ownership and control, not shared board members or money.

Disregarded entities on its 2024 return

  • MVA CONSULTING LLC

    RECRUITING · CH · assets $19,594

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Listed as of 13 October 2026, under deductibility PC.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.

What this page reflects

The registration facts above come from the IRS Business Master File published 9 November 2026 and read 9 November 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.