Civic Intelligence

Montessori Discovery School Incorporated

990 • Fiscal year 2025 • EIN 06-1309852

Jul 01, 2024 to Jun 30, 2025

218 Dudley StreetNorwich, CT 06360

(860) 889-0340

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

80th percentile

0.39x

Higher debt load relative to assets than 80% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

74th percentile

0.31x

Higher debt load relative to revenue than 74% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

60th percentile

9.8%

Higher net margin than 60% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

64th percentile

$93,814

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 6.5% of source-year revenue.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

80th percentile

18%

Faster asset growth than 80% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

74th percentile

24%

Faster revenue growth than 74% of similar nonprofits.

2025 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Assets

Up

$1,140,524

Up $174,466 (+18%) from 2024

Net Assets

Up

$692,698

Up $142,223 (+26%) from 2024

Liabilities

Up

$447,826

Up $32,243 (+7.8%) from 2024

Revenue

Up

$1,437,254

Up $276,558 (+24%) from 2024

Expenses

Up

$1,295,915

Up $387,217 (+43%) from 2024

Net Income

Down

$141,339

Down $110,659 (-44%) from 2024

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0Assets 2011: $664,240Liabilities 2011: $585,976Net Assets 2011: $78,2642011Assets 2012: $660,130Liabilities 2012: $576,596Net Assets 2012: $83,5342012Assets 2013: $643,972Liabilities 2013: $551,111Net Assets 2013: $92,8612013Assets 2014: $609,072Liabilities 2014: $513,850Net Assets 2014: $95,2222014Assets 2015: $593,139Liabilities 2015: $495,983Net Assets 2015: $97,1562015Assets 2016: $568,514Liabilities 2016: $481,566Net Assets 2016: $86,9482016Assets 2017: $543,880Liabilities 2017: $444,235Net Assets 2017: $99,6452017Assets 2018: $547,404Liabilities 2018: $460,997Net Assets 2018: $86,4072018Assets 2019: $548,607Liabilities 2019: $490,592Net Assets 2019: $58,0152019Assets 2020: $539,155Liabilities 2020: $474,789Net Assets 2020: $64,3662020Assets 2021: $625,860Liabilities 2021: $531,259Net Assets 2021: $94,6012021Assets 2022: $655,540Liabilities 2022: $429,694Net Assets 2022: $225,8462022Assets 2023: $742,194Liabilities 2023: $444,538Net Assets 2023: $297,6562023Assets 2024: $966,058Liabilities 2024: $415,583Net Assets 2024: $550,4752024Assets 2025: $1,140,524Liabilities 2025: $447,826Net Assets 2025: $692,6982025

Highlighted filing

2025

Assets$1,140,524
Liabilities$447,826
Net Assets$692,698

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2011: $569,006Expenses 2011: $572,223Net Income 2011: -$3,2172011Expenses 2012: $606,4272012Revenue 2013: $637,817Expenses 2013: $638,537Net Income 2013: -$7202013Revenue 2014: $557,509Expenses 2014: $555,149Net Income 2014: $2,3602014Revenue 2015: $542,549Expenses 2015: $540,614Net Income 2015: $1,9352015Revenue 2016: $490,359Expenses 2016: $500,567Net Income 2016: -$10,2082016Revenue 2017: $513,746Expenses 2017: $501,049Net Income 2017: $12,6972017Revenue 2018: $503,076Expenses 2018: $516,314Net Income 2018: -$13,2382018Revenue 2019: $513,097Expenses 2019: $541,489Net Income 2019: -$28,3922019Revenue 2020: $585,227Expenses 2020: $578,876Net Income 2020: $6,3512020Revenue 2021: $582,633Expenses 2021: $552,398Net Income 2021: $30,2352021Revenue 2022: $788,053Expenses 2022: $653,344Net Income 2022: $134,7092022Revenue 2023: $871,728Expenses 2023: $799,564Net Income 2023: $72,1642023Revenue 2024: $1,160,696Expenses 2024: $908,698Net Income 2024: $251,9982024Revenue 2025: $1,437,254Expenses 2025: $1,295,915Net Income 2025: $141,3392025

Highlighted filing

2025

Revenue$1,437,254
Expenses$1,295,915
Net Income$141,339
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Apr 20, 2026
Return Version
2024v5.5
Gross Receipts
$1,449,857
Mission and Program Overview

Mission

The montessori discovery school community nurtures joyful learners who confidently engage their world.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$422,661$518,690▲ $96,029
Land, Buildings, and Equipment, Net$417,113$503,180▲ $86,067
Savings and Temporary Cash Investments$55,136$64,757▲ $9,621
Pledges and Grants Receivable$30,499--
Accounts Receivable$4,844$21,166▲ $16,322
Intangible Assets$889$889→ $0
Total Assets$966,058$1,140,524▲ $174,466
Other Assets Total$34,916$31,842▼ $3,074
Liabilities
Mortgage Notes Payable Secured by Investment Property$297,940$279,335▼ $18,605
Deferred Revenue$104,804$151,930▲ $47,126
Accounts Payable and Accrued Expenses$12,839$16,561▲ $3,722
Total Liabilities$415,583$447,826▲ $32,243
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$524,501$666,724▲ $142,223
Net Assets With Donor Restrictions$25,974$25,974→ $0
Total Net Assets Fund Balance$550,475$692,698▲ $142,223
Total Liabilities and Net Assets / Fund Balance$966,058$1,140,524▲ $174,466

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$366,035$745,727$1,111,762
Equipment$30,836$85,711$116,547
Land$98,528-$98,528
Other Land Buildings$7,781$26,553$34,334

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$25,974---$25,974
2023$25,974---$25,974
2022$25,974---$25,974
2021$25,974---$25,974
2020$25,974---$25,974
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Kathryn ProckoHead of SchoolFT$93,814$93,814

Board Members and Trustees

NameTitle
Melissa RileyPresident/trustee
Emily MottVice President/trustee
Jessica MiasSecretary/trustee
Greg KnottTreasurer/trustee
Denise PerezTrustee
Dylan RiordonTrustee
Jason BrownTrustee
Jennifer SchroederTrustee
Vanessa JanekTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$410,185
Program Service Revenue
$1,030,831
Investment Income
$8,841
Other Revenue
$-12,603
Change in Net Assets
$141,339
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$691,186
Other Expenses$483,386
Grants and Similar Amounts Paid$121,343
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$416,295$120,219-$536,514
Depreciation Depletion$241,206$60,301-$301,507
Grants to Domestic Individuals$121,343--$121,343
Current Officers, Directors, Trustees, and Key Employees-$81,753-$81,753
Occupancy$51,342$12,673-$64,015
Payroll Taxes$35,958$15,750-$51,708
Conferences and Meetings$44,845--$44,845
Other Employee Benefits$8,760$12,451-$21,211
Interest$12,282$3,070-$15,352
Fees for Services Accounting-$7,354-$7,354
Fees for Services Management-$6,321-$6,321
Advertising-$5,997-$5,997
All Other Expenses$4,259--$4,259
Insurance-$4,140-$4,140
Fees for Services Other$4,021--$4,021
Information Technology-$2,423-$2,423
Other Expenses$2,103--$2,103
Office Expenses-$1,701-$1,701
Total Functional Expenses$961,762$334,153$0$1,295,915
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$12,603
Fundraising Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Auction$35,672-$2,625-
Book Fair$2,651-$1,903-
Total Events$41,904-$12,603$-12,603
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
No
Annual disclosure for covered persons
Yes
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
No
Other officer compensation reviewed
No
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, Part VI, Section B, Line 11B

The form 990 is reviewed before filing with the irs. A copy is provided to the head of school and the board of trustees. The head of school and the treasurer review the form and provide comments, if any, to the board of trustees. The board members may make comments. After all comments are heard, the form 990 is voted upon and the result is recorded in the meeting minutes.

Form 990, Part VI, Section B, Line 12C

Any person being nominated and accepting election to the board of trustees shall disclose any potential conflict of interest because of personal, financial, legal or other factors. In a case where any trustee has a specific conflict of interst or involvement in completing activities in a particular matter or otherwise believes his or her interest in a particular matter might affect his or her vote on such matter whether in committee or board meetings, the trustee shall so notifiy the president and shall decline to participate in any debate or vote with respect to such matter. The president will review this conflict of interest policy with the board annually, and each trustee will sign the conflict of interest statement annually. The conflict of interest statement is reviewed and approved regularly by the board of trustees.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, conflict of interest policy and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Montessori Discovery School Inc
EIN
06-1309852
Phone
8608890340
Address
218 DUDLEY STREET, NORWICH, CT 06360

Signing Officer

Name
Kathryn Procko
Title
Head of School
Phone
8608890340
Signed
2026-04-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kathryn Procko
Formed
1974
Legal Domicile
Ct
Voting Board Members
9
Independent Board Members
9
Employees
24
Volunteers
50

Preparer

Firm
Goldblatt Bokoff LLC
Address
457 WEST MAIN STREET, NORWICH, CT 06360
Preparer
Amber Moore
Phone
8608865108
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

Funds may be used each year for art or science purchases.

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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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IRS990/OccupancyGrp/ManagementAndGeneralAmt012673
IRS990/OccupancyGrp/ProgramServicesAmt051342
IRS990/OccupancyGrp/TotalAmt064015
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01701
IRS990/OfficeExpensesGrp/TotalAmt01701
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt034916
IRS990/OtherAssetsTotalGrp/EOYAmt031842
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt012451
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt08760
IRS990/OtherEmployeeBenefitsGrp/TotalAmt021211
IRS990/OtherExpensesGrp/Desc0PROGRAM SUPPLIES
IRS990/OtherExpensesGrp/Desc1ANIMAL CARE COSTS
IRS990/OtherExpensesGrp/Desc2ACTIVITIES & CELEBRATIO
IRS990/OtherExpensesGrp/ProgramServicesAmt016966
IRS990/OtherExpensesGrp/ProgramServicesAmt12382
IRS990/OtherExpensesGrp/ProgramServicesAmt22103
IRS990/OtherExpensesGrp/TotalAmt016966
IRS990/OtherExpensesGrp/TotalAmt12382
IRS990/OtherExpensesGrp/TotalAmt22103
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0120219
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0416295
IRS990/OtherSalariesAndWagesGrp/TotalAmt0536514
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt015750
IRS990/PayrollTaxesGrp/ProgramServicesAmt035958
IRS990/PayrollTaxesGrp/TotalAmt051708
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt030499
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0KATHRYN PROCKO
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/BusinessCd1611600
IRS990/ProgramServiceRevenueGrp/BusinessCd2611600
IRS990/ProgramServiceRevenueGrp/BusinessCd3611600
IRS990/ProgramServiceRevenueGrp/Desc0EDUCATIONAL PROGRAM RE
IRS990/ProgramServiceRevenueGrp/Desc1APPLICATION FEES
IRS990/ProgramServiceRevenueGrp/Desc2SUMMER TUITION
IRS990/ProgramServiceRevenueGrp/Desc3EXTENDED HOURS AND VAC
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0885539
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt155102
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt251681
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt338509
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0885539
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt155102
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt251681
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt338509
IRS990/ProgSrvcAccomActy2Grp/Desc0EXTENDED HOURS - SERVES MONTESSORI DISCOVERY SCHOOL STUDENTS FOR BEFORE AND AFTER SCHOOL HOURS. THE PROGRAM CREATES AN ENJOYABLE, SAFE AND RELAXED BEFORE AND AFTER SCHOOL EXPERIENCE THAT MAINTAINS THE SAME RULES AS THE CLASSROOM, THEREBY OFFERING A CONSISTENT EXPERIENCE FOR MONTESSORI DISCOVERY SCHOOL STUDENTS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt033889
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt038509
IRS990/ProgSrvcAccomActy3Grp/Desc0SUMMER - PROGRAM OFFERED TO CHILDREN WHO ARE 3 TO 5 YEARS OLD AND 6 TO 10 YEARS OLD. BOTH PROGRAMS ARE OPEN TO THE GENERAL PUBLIC AS WELL AS MONTESSORI DISCOVERY SCHOOL STUDENTS. THE SUMMER PROGRAMS ARE DESIGNED TO OFFER CHILDREN FUN WITHIN THE CONTEXT OF A MONTESSORI STYLE APPROACH. TODDLER SUMMER SESSION IS OFFERED TO CHILDREN WHO ARE 18 MONTHS TO 36 MONTHS OLD. THIS IS A CONTINUATION OF THE SCHOOL YEAR EDUCATIONAL PROGRAM AND IS OPEN ONLY TO STUDENTS ALREADY ENROLLED OR JOINING THE PROGRAM IN THE FALL.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt052850
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt051681
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt020168
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt055102
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0159189
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0106910
IRS990/PYInvestmentIncomeAmt07330
IRS990/PYOtherExpensesAmt0228291
IRS990/PYOtherRevenueAmt0-7520
IRS990/PYProgramServiceRevenueAmt01001697
IRS990/PYRevenuesLessExpensesAmt0251998
IRS990/PYSalariesCompEmpBnftPaidAmt0573497
IRS990/PYTotalExpensesAmt0908698
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01160696
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0141339
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0885539
IRS990/SavingsAndTempCashInvstGrp/BOYAmt055136
IRS990/SavingsAndTempCashInvstGrp/EOYAmt064757
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0366035
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0745727
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01111762
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt025974
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt025974
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt025974
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt025974
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt025974
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt025974
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt025974
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt025974
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt025974
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt025974
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt030836
IRS990ScheduleD/EquipmentGrp/DepreciationAmt085711
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0116547
IRS990ScheduleD/LandGrp/BookValueAmt098528
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt098528
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt07781
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt026553
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt034334
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0FUNDS MAY BE USED EACH YEAR FOR ART OR SCIENCE PURCHASES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0503180
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd00
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE SCHOOL PUBLICIZES ITS RACIALLY NONDISCRIMINATORY POLICY ON ITS WEBSITE YEAR-ROUND AS DESCRIBED IN REVENUE PROCEDURES 2019-22.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt041904
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt035672
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt02651
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt03581
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt012603
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ANNUAL AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0BOOK FAIR
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt07052
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt0673
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt07725
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt035672
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt02651
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt03581
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt041904
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-12603
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt04528
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02625
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01903
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt0350
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt0350
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0121343
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0NEED BASED GRANTS
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0PARENTS APPLY FOR FINANCIAL AID. THESE APPLICATIONS ARE SENT TO THE NATIONAL COMPANY TO DETERMINE THE NEED. THE ORGANIZATION DOES NOT HAVE THE FUNDING TO MEET ALL THE NEEDS SO THE BUDGETED FUNDING IS PRORATED TO THE ELIGIBLE PARENTS. THE FINANCIAL AID IS APPLIED AGAINST EACH STUDENT'S ACCOUNT.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS REVIEWED BEFORE FILING WITH THE IRS. A COPY IS PROVIDED TO THE HEAD OF SCHOOL AND THE BOARD OF TRUSTEES. THE HEAD OF SCHOOL AND THE TREASURER REVIEW THE FORM AND PROVIDE COMMENTS, IF ANY, TO THE BOARD OF TRUSTEES. THE BOARD MEMBERS MAY MAKE COMMENTS. AFTER ALL COMMENTS ARE HEARD, THE FORM 990 IS VOTED UPON AND THE RESULT IS RECORDED IN THE MEETING MINUTES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ANY PERSON BEING NOMINATED AND ACCEPTING ELECTION TO THE BOARD OF TRUSTEES SHALL DISCLOSE ANY POTENTIAL CONFLICT OF INTEREST BECAUSE OF PERSONAL, FINANCIAL, LEGAL OR OTHER FACTORS. IN A CASE WHERE ANY TRUSTEE HAS A SPECIFIC CONFLICT OF INTERST OR INVOLVEMENT IN COMPLETING ACTIVITIES IN A PARTICULAR MATTER OR OTHERWISE BELIEVES HIS OR HER INTEREST IN A PARTICULAR MATTER MIGHT AFFECT HIS OR HER VOTE ON SUCH MATTER WHETHER IN COMMITTEE OR BOARD MEETINGS, THE TRUSTEE SHALL SO NOTIFIY THE PRESIDENT AND SHALL DECLINE TO PARTICIPATE IN ANY DEBATE OR VOTE WITH RESPECT TO SUCH MATTER. THE PRESIDENT WILL REVIEW THIS CONFLICT OF INTEREST POLICY WITH THE BOARD ANNUALLY, AND EACH TRUSTEE WILL SIGN THE CONFLICT OF INTEREST STATEMENT ANNUALLY. THE CONFLICT OF INTEREST STATEMENT IS REVIEWED AND APPROVED REGULARLY BY THE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.14$0.45$0.69$1.44$1.30$0.14
2024Detailed filing. Detailed filing data is available for this year.$0.97$0.42$0.55$1.16$0.91$0.25
2023Detailed filing. Detailed filing data is available for this year.$0.74$0.44$0.30$0.87$0.80$0.07
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.66$0.43$0.23$0.79$0.65$0.13
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.63$0.53$0.09$0.58$0.55$0.03
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.54$0.47$0.06$0.59$0.58$0.01
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.55$0.49$0.06$0.51$0.54$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.55$0.46$0.09$0.50$0.52$0.01
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.54$0.44$0.10$0.51$0.50$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.57$0.48$0.09$0.49$0.50$0.01
2015Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.59$0.50$0.10$0.54$0.54$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.61$0.51$0.10$0.56$0.56$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.64$0.55$0.09$0.64$0.64$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.66$0.58$0.08$0.61
2011Summary only. Only limited summary data is available for this year.$0.66$0.59$0.08$0.57$0.57$0.00