Montessori Academy: Nonprofit Profile, Financials & Form 990 (EIN 36-2754064)

Is it real?

No. The IRS revoked its tax exemption. Latest filing on record: FY2020.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

98 cents of each dollar spent went to programs.

98%

Program services 98% · $190K Management & general 2% · $3K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

3 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII

Elizabeth Basler

President

$0Pt VII · Sec A

David Yahnke

Secretary

$0Pt VII · Sec A

Mary Yahnke

Treasurer

$0Pt VII · Sec A

See Montessori Academy executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

Family or business ties among officersPt VI · Ln 2No
Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Educates children preschool through eighth grade using the Montessori method.

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Provided by the organization

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1 program · $190K · in their own filed words · FY2019

01

Montessori academy provides pre-school day care, kindergarten, elementary and junior high education.

$190Kprogram expense

By the numbers

The FY2020 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$182K

Ln 12

Fees for servicesLn 2g$175K

Gifts and grantsLn 1h$8K

Money outPt IX

$194K

Ln 25

Programscol B$190K

Managementcol C$3K

Owns and owesPt X

$130K

net assets · Ln 32

Cash and savingsLn 1–2$866

Total assetsLn 16$152K

LiabilitiesLn 26$22K

PeoplePt VI, VII

3

listed · VII A

PaidVII A0

Voting boardVI 1a3

IndependentVI 1b0

2In more detail

Revenue in detailPt VIII

Gifts and grantsLn 1h$8K

Fees for servicesLn 2g$175K

Gains on assetsLn 7$0

Total revenueLn 12$182K

Assets in detailPt X, end of year

CashLn 1$866

SavingsLn 2$0

Cash and savings togetherLn 1–2$866

InvestmentsLn 11–13$0

Land, buildings, equipmentLn 10c$154K

Other assetsLn 15$178

Total assetsLn 16$152K

LiabilitiesLn 26$22K

Net assetsLn 32$130K

OperationsPt I, VI

EmployeesI 510

Fiscal year endsHeaderAugust

Conflict-of-interest policyVI 12aNo

Whistleblower policyVI 13No

Records policyVI 14No

3Year over year

Balance sheet, start vs end of yearPt X · col A, B

Line	Start FY20	End FY20
Cash and savingsLn 1–2	$28K	$866
InvestmentsLn 11–13		$0
Land, buildings, equipmentLn 10c	$160K	$154K
Total assetsLn 16	$185K	$152K
LiabilitiesLn 26	$44K	$22K
Net assetsLn 32	$142K	$130K

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Grants to domestic organizationsLn 1	$0
Grants to domestic individualsLn 2	$0
Grants and assistance to foreign recipientsLn 3	$0
Benefits paid to or for membersLn 4	$0
Pay of current officers, directors and key staffLn 5	$0
Pay of disqualified personsLn 6	$0
Other salaries and wagesLn 7	$91K	$91K
Pension plan contributionsLn 8	$0
Other employee benefitsLn 9	$0
Payroll taxesLn 10	$32K	$32K
Management feesLn 11a	$0
Legal feesLn 11b	$530		$530
Accounting feesLn 11c	$3K		$3K
Lobbying feesLn 11d	$0
Professional fundraising feesLn 11e	$0
Investment management feesLn 11f	$0
Other fees for servicesLn 11g	$0
Advertising and promotionLn 12	$1K	$1K
Office expensesLn 13	$772	$772
Information technologyLn 14	$0
RoyaltiesLn 15	$0
OccupancyLn 16	$8K	$8K
TravelLn 17	$0
Travel and entertainment for public officialsLn 18	$0
Conferences, conventions and meetingsLn 19	$0
InterestLn 20	$3K	$3K
Payments to affiliatesLn 21	$0
Depreciation, depletion and amortizationLn 22	$6K	$6K
InsuranceLn 23	$10K	$10K
Other expenses (24a–d)Ln 24	$33K	$33K
All other expensesLn 24e	$6K	$6K	$231
Total functional expensesLn 25	$194K	$190K	$3K	$0

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2020 Latest Viewing	$182K	$194K	−$12K	$130K	990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants O · Explanations

See the full FY2020 990 (6 parts)

Part I · Summary $182,149 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $9,056$7,607

I-9 Program service revenuePrior year $313,976$174,542

I-10 Investment incomePrior year $2$0

I-11 Other revenue$0

I-12 Total revenuePrior year $323,034$182,149

I-13 Grants and similar amounts paid$0

I-14 Benefits paid to members$0

I-15 Salaries and benefitsPrior year $189,506$123,058

I-16a Professional fundraising fees$0

I-17 Other expensesPrior year $123,706$70,741

I-18 Total expensesPrior year $313,212$193,799

I-19 Revenue less expensesPrior year $9,822−$11,650

Part VI · Governance 0 of 3 board members independent, 4 to look at

VI-1a Voting members of the governing body3

VI-1b Independent voting members0

VI-12a Written conflict of interest policyNo

VI-13 Written whistleblower policyNo

VI-14 Document retention and destruction policyNo

VI-15a Process for setting top official's payNo

VI-2 Family or business relationship among officers or directorsNo

Part VIII · Statement of revenue $182,149 across 9 lines filed

VIII-1f All other contributions, gifts and grants$7,607

VIII-1h Total contributions, gifts and grants$7,607

VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $174,542$174,542

VIII-3 Investment income$0

VIII-5 Royalties$0

VIII-6 Net rental income or loss$0

VIII-7 Net gain or loss on sales of assets$0

VIII-8 Net income from fundraising events$0

VIII-12 Total revenueRelated to mission $174,542$182,149

Part IX · Statement of functional expenses $193,799 across 31 lines filed

IX-1 Grants to domestic organizations$0

IX-2 Grants to domestic individuals$0

IX-3 Grants and assistance to foreign recipients$0

IX-4 Benefits paid to or for members$0

IX-5 Pay of current officers, directors and key staff$0

IX-6 Pay of disqualified persons$0

IX-7 Other salaries and wagesPrograms $90,999$90,999

IX-8 Pension plan contributions$0

IX-9 Other employee benefits$0

IX-10 Payroll taxesPrograms $32,059$32,059

IX-11a Management fees$0

IX-11b Legal feesManagement $530$530

IX-11c Accounting feesManagement $2,572$2,572

IX-11d Lobbying fees$0

IX-11e Professional fundraising fees$0

IX-11f Investment management fees$0

IX-11g Other fees for services$0

IX-12 Advertising and promotionPrograms $1,446$1,446

IX-13 Office expensesPrograms $772$772

IX-14 Information technology$0

IX-15 Royalties$0

IX-16 OccupancyPrograms $7,732$7,732

IX-17 Travel$0

IX-18 Travel and entertainment for public officials$0

IX-19 Conferences, conventions and meetings$0

IX-20 InterestPrograms $3,036$3,036

IX-21 Payments to affiliates$0

IX-22 Depreciation, depletion and amortizationPrograms $6,212$6,212

IX-23 InsurancePrograms $9,586$9,586

IX-24 Other expenses (24a–d)Programs $33,094$33,094

IX-24e All other expensesPrograms $5,530 · Management $231$5,761

IX-25 Total functional expensesPrograms $190,466 · Management $3,333 · Fundraising $0$193,799

Part X · Balance sheet $151,724 assets, 18 lines filed

Asset lines not itemized here account for −$2,879; see the IRS return.

X-1 Cash, non-interest-bearingStart of year $28,267$866

X-2 Savings and temporary cash investments$0

X-3 Pledges and grants receivable$0

X-4 Accounts receivable$0

X-8 Inventories for sale or use$0

X-9 Prepaid expenses and deferred charges$0

X-10c Land, buildings and equipment, netStart of year $159,771$153,559

X-11 Publicly traded securities$0

X-12 Other securities$0

X-13 Program-related investments$0

X-14 Intangible assets$0

X-15 Other assetsStart of year $178$178

X-16 Total assetsStart of year $185,337$151,724

X-17 Accounts payable and accrued expensesStart of year −$7,021−$25,084

X-25 Other liabilitiesStart of year $4,919$4,919

X-26 Total liabilitiesStart of year $43,628$21,665

X-32 Total net assets or fund balancesStart of year $141,709$130,059

X-33 Total liabilities and net assetsStart of year $185,337$151,724

Part XI · Reconciliation of net assets $130,059 net assets at year end

XI-1 Total revenue$182,149

XI-2 Total expenses$193,799

XI-3 Revenue less expenses−$11,650

XI-4 Net assets at start of year$141,709

XI-10 Net assets at end of year$130,059

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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Montessori Academy

Before you give

Is it real?

Where the money goes

Who runs it and what they're paid

Questions the 990 asks

Programs and updates

Questions for Montessori Academy

By the numbers

Filing history

Schedules filed Part IV