Civic Intelligence

Lake Mary Montessori Academy Inc

EIN 03-0391610 • 501(c)3 • Winter Springs, FL

View Organization Page

Profile

Operation of a private school - pre-k 3 through 6th grade school had approximately 0 students enrolled for 2021-2022

1100 Clinging Vine PlaceWinter Springs, FL 32708-3460

www.lmma.net

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2022

Net Margin

100th percentile

5992%

Higher net margin than 100% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

94th percentile

$52,912

Higher top officer pay than 94% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $1,305,977 (-100%) from 2021

Liabilities

Down

$0

Down $168,405 (-100%) from 2021

Net Assets

Down

$0

Down $1,137,572 (-100%) from 2021

Operations
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$21,797

Down $149,864 (-117%) from 2021

Expenses

Up

$1,284,180

Up $407,713 (+47%) from 2021

Net Income

Down

-$1,305,977

Down $557,577 (-75%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth10th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2011: $1,546,919Liabilities 2011: $897,679Net Assets 2011: $649,2402011Assets 2012: $1,678,442Liabilities 2012: $911,615Net Assets 2012: $766,8272012Assets 2013: $1,505,060Liabilities 2013: $613,550Net Assets 2013: $891,5102013Assets 2014: $1,668,252Liabilities 2014: $560,677Net Assets 2014: $1,107,5752014Assets 2015: $1,970,788Liabilities 2015: $685,611Net Assets 2015: $1,285,1772015Assets 2016: $2,154,410Liabilities 2016: $684,416Net Assets 2016: $1,469,9942016Assets 2017: $2,049,044Liabilities 2017: $427,164Net Assets 2017: $1,621,8802017Assets 2018: $2,061,820Liabilities 2018: $371,871Net Assets 2018: $1,689,9492018Assets 2019: $2,196,166Liabilities 2019: $394,905Net Assets 2019: $1,801,2612019Assets 2020: $2,108,369Liabilities 2020: $390,802Net Assets 2020: $1,717,5672020Assets 2021: $1,305,977Liabilities 2021: $168,405Net Assets 2021: $1,137,5722021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2022

Assets$0
Liabilities$0
Net Assets$0
Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.0M$0-$1.0M-$2.0MExpenses 2011: $961,4232011Expenses 2012: $1,044,8652012Revenue 2013: $1,206,659Expenses 2013: $1,081,976Net Income 2013: $124,6832013Revenue 2014: $1,362,385Expenses 2014: $1,146,320Net Income 2014: $216,0652014Revenue 2015: $1,373,348Expenses 2015: $1,195,746Net Income 2015: $177,6022015Revenue 2016: $1,602,483Expenses 2016: $1,417,666Net Income 2016: $184,8172016Revenue 2017: $1,693,495Expenses 2017: $1,541,609Net Income 2017: $151,8862017Revenue 2018: $1,496,167Expenses 2018: $1,428,098Net Income 2018: $68,0692018Revenue 2019: $1,630,012Expenses 2019: $1,518,700Net Income 2019: $111,3122019Revenue 2020: $1,457,404Expenses 2020: $1,541,098Net Income 2020: -$83,6942020Revenue 2021: $128,067Expenses 2021: $876,467Net Income 2021: -$748,4002021Revenue 2022: -$21,797Expenses 2022: $1,284,180Net Income 2022: -$1,305,9772022

Highlighted filing

2022

Revenue-$21,797
Expenses$1,284,180
Net Income-$1,305,977
Open 2022 Filing

Filings

Most recent year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
-$21,797
Expenses
$1,284,180
Net income
-$1,305,977
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.02$1.28$1.31
2021Detailed filing. Detailed filing data is available for this year.$1.31$0.17$1.14$0.13$0.88$0.75
2020Detailed filing. Detailed filing data is available for this year.$2.11$0.39$1.72$1.46$1.54$0.08
2019Detailed filing. Detailed filing data is available for this year.$2.20$0.39$1.80$1.63$1.52$0.11
2018Detailed filing. Detailed filing data is available for this year.$2.06$0.37$1.69$1.50$1.43$0.07
2017Detailed filing. Detailed filing data is available for this year.$2.05$0.43$1.62$1.69$1.54$0.15
2016Detailed filing. Detailed filing data is available for this year.$2.15$0.68$1.47$1.60$1.42$0.18
2015Detailed filing. Detailed filing data is available for this year.$1.97$0.69$1.29$1.37$1.20$0.18
2014Detailed filing. Detailed filing data is available for this year.$1.67$0.56$1.11$1.36$1.15$0.22
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.51$0.61$0.89$1.21$1.08$0.12
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.68$0.91$0.77$1.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.55$0.90$0.65$0.96
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Jul 26, 2022
Return Version
2021v4.0
Gross Receipts
$34,979
Mission and Program Overview

Mission

Operation of a private school - pre-k 3 through 6th grade school had approximately 125 students enrolled for 2020-2021

Operation of a private school - pre-k 3 through 6th grade school had approximately 0 students enrolled for 2021-2022

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,109,557--
Cash and Non-Interest-Bearing Accounts$107,415--
Land, Buildings, and Equipment, Net$59,903--
Total Assets$1,305,977$0▼ $1,305,977
Other Assets Total$29,102--
Liabilities
Other Liabilities$168,405--
Total Liabilities$168,405$0▼ $168,405
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,137,572--
Total Net Assets Fund Balance$1,137,572$0▼ $1,137,572
Total Liabilities and Net Assets / Fund Balance$1,305,977$0▼ $1,305,977
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Scott LinvilleV PresidentFT$52,912$52,912
Sheila LinvillePresidentFT$52,912$52,912

Board Members and Trustees

NameTitle
Alicia BracciaDirector
Carolyn PasquaDirector
Robert ElliottDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$400
Program Service Revenue
$7,393
Investment Income
$-29,590
Other Revenue
$0
All Other Contributions
$400
Change in Net Assets
$-1,305,977
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,060,212
Salaries, Compensation, and Employee Benefits$137,347
Other Expenses$86,621
Total Fundraising Expense$412
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,060,212--$1,060,212
Current Officers, Directors, Trustees, and Key Employees-$105,824-$105,824
Occupancy$24,797$8,163-$32,960
Other Salaries and Wages$21,750--$21,750
Payroll Taxes$7,330$2,443-$9,773
All Other Expenses$2,981$5,403$412$8,796
Fees for Services Legal-$8,741-$8,741
Fees for Services Accounting-$7,000-$7,000
Depreciation Depletion$4,172--$4,172
Other Expenses$3,549$4,506-$3,549
Conferences and Meetings-$2,424-$2,424
Total Functional Expenses$1,130,725$153,043$412$1,284,180
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Andrews Educational InstituteWinter Springs, FL501c3-$1,033,097
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 2

“Scott linville sheila linville married”

Form 990, Page 6, Part VI, Line 11B

“The majority voting members meet and review the form 990 prior to filing.”

Form 990, Page 6, Part VI, Line 12C

“ANNUAL REVIEW”

Form 990, Page 6, Part VI, Line 15A

“The process involves attendance at an annual montessori leadership conference where heads of school dialogue about compensation and factors pertaining to that in addition to using comparability data compiled by the american montessori society with salary structures using standard deviations for geographic location, educational level of faculty/administration, duties, etc.”

Form 990, Page 6, Part VI, Line 15B

“SAME AS 15A”

Form 990, Page 6, Part VI, Line 19

“AVAILABLE UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Lake Mary Montessori Academy Inc
EIN
03-0391610
Phone
4076990520
Address
1100 CLINGING VINE PLACE, WINTER SPRINGS, FL 32708-3460

Signing Officer

Name
Scott Linville
Title
V President
Phone
4076990520
Signed
2022-07-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Scott Linville
Formed
2001
Legal Domicile
Fl
Voting Board Members
5
Independent Board Members
5
Employees
8

Preparer

Firm
Keith Altizer and Company Pa
Address
431 E HORATIO AVE STE 300, MAITLAND, FL 32751
Preparer
Tiffany Altizer
Phone
4075391188
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Nontaxable ppp loan forgiveness 168,405”

Raw XML Appendix354 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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IRS990ScheduleN/DispositionOfAssetsDetail/IRCSectionTxt0NON PROFIT
IRS990ScheduleN/DispositionOfAssetsDetail/PersonNm0ANDREWS EDUCATIONAL INSTITUTE INC
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/AddressLine1Txt01100 CLINGING VINE PLACE
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/CityNm0WINTER SPRINGS
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/StateAbbreviationCd0FL
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/ZIPCd032708
IRS990ScheduleN/EmployeeOfSuccessor2Ind0true
IRS990ScheduleN/OwnerOfSuccessor2Ind0true
IRS990ScheduleN/ReceiveCompensation2Ind0false
IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt0ALL ASSETS WERE TRANSFERRED TO ANDREWS EDUCATIONAL INSTITUTE, INC. ANDREWS EDUCATIONAL INSTITUTE IS A NOT-FOR-PROFIT (501(C)(3)) ESTABLISHED IN 2020. AS MONTESSORI EDUCATORS FOR ALMOST 30 YEARS, THE FOUNDERS RECOGNIZED THE NEED FOR A COMPREHENSIVE SOURCE OF ASSISTANCE, ENCOURAGEMENT, AND SUPPORT FOR MONTESSORI AND PROGRESSIVE SCHOOLS. THE INSTITUTE PROVIDES TRAINING, MENTORING AND COACHING TO LEADERS, TEACHERS AND PARENTS THAT CAN BE CUSTOMIZED TO THE UNIQUE NEEDS OF THE CLIENT. ANDREWS EDUCATIONAL INSTITUTE VALUES THE DIVERSITY OF THE SCHOOLS THEY WORK WITH BY LISTENING AND LEARNING FROM MONTESSORI & PROGRESSIVE SCHOOLS. THEIR MISSION IS TO SUPPORT THESE SCHOOLS WITH PROGRAMS AND PLANS DESIGNED TO KEEP THEM THRIVING IN THE PRIVATE AND PUBLIC SECTORS.
IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE N, PART II, PAGE 2, LINE 2E
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SCOTT LINVILLE SHEILA LINVILLE MARRIED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE MAJORITY VOTING MEMBERS MEET AND REVIEW THE FORM 990 PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ANNUAL REVIEW
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE PROCESS INVOLVES ATTENDANCE AT AN ANNUAL MONTESSORI LEADERSHIP CONFERENCE WHERE HEADS OF SCHOOL DIALOGUE ABOUT COMPENSATION AND FACTORS PERTAINING TO THAT IN ADDITION TO USING COMPARABILITY DATA COMPILED BY THE AMERICAN MONTESSORI SOCIETY WITH SALARY STRUCTURES USING STANDARD DEVIATIONS FOR GEOGRAPHIC LOCATION, EDUCATIONAL LEVEL OF FACULTY/ADMINISTRATION, DUTIES, ETC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SAME AS 15A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6NONTAXABLE PPP LOAN FORGIVENESS 168,405
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XI, LINE 9
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IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01305977
IRS990/TotalAssetsEOYAmt00
IRS990/TotalAssetsGrp/BOYAmt01305977
IRS990/TotalAssetsGrp/EOYAmt00
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0400
IRS990/TotalEmployeeCnt08
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0412
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0153043
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01130725
IRS990/TotalFunctionalExpensesGrp/TotalAmt01284180
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0168405
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt0168405
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01137572
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotalProgramServiceExpensesAmt01130725
IRS990/TotalProgramServiceRevenueAmt07393
IRS990/TotalReportableCompFromOrgAmt0105824
IRS990/TotalRevenueGrp/ExclusionAmt0820
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0-23017
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0-21797
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01305977
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01100 CLINGING VINE PLACE
IRS990/USAddress/CityNm0WINTER SPRINGS
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd032708
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.LMMA.NET
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SCOTT LINVILLE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0V PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04076990520
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-07-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LAKE MARY MONTESSORI ACADEMY INC
ReturnHeader/Filer/BusinessNameControlTxt0LAKE
ReturnHeader/Filer/EIN0030391610
ReturnHeader/Filer/PhoneNum04076990520
ReturnHeader/Filer/USAddress/AddressLine1Txt01100 CLINGING VINE PLACE
ReturnHeader/Filer/USAddress/CityNm0WINTER SPRINGS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd0327083460
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0591629947
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KEITH ALTIZER AND COMPANY PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0431 E HORATIO AVE STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MAITLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032751
ReturnHeader/PreparerPersonGrp/PhoneNum04075391188
ReturnHeader/PreparerPersonGrp/PreparationDt02022-07-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TIFFANY ALTIZER
ReturnHeader/ReturnTs02022-07-27T16:56:20-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SCOTT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LINVILLE
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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