The Ashland Montessori Foundation

990EZ • Fiscal year 2014 • EIN 20-2513980

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 14, 2014

Organization Profile

1205 Lamplighter LoopSuite44805

(419) 289-5699

Siviq Scores

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

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

-2.1%

Higher net margin than 35% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

$42,000

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 36.1% of source-year revenue.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

-5.8%

Faster asset growth than 34% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

-2.1%

Faster revenue growth than 43% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet

Liabilities / Assets55th percentile

Assets

Down

$39,150

Down $2,391 (-5.8%) from 2013

Net Assets

Down

$39,150

Down $2,391 (-5.8%) from 2013

Liabilities

Flat

Flat from 2013

Revenue And Expenses

Liabilities / Revenue55th percentile Net Margin35th percentile

Revenue

Down

$116,396

Down $2,485 (-2.1%) from 2013

Expenses

$118,787

Up $579 (+0.5%) from 2013

Net Income

Down

-$2,391

Down $3,064 (-455%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

Highlighted filing

2014

Assets$39,150

Liabilities$0

Net Assets$39,150

Open 2014 Filing

Operations Trend

Revenue Growth43rd percentile

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

Highlighted filing

2014

Revenue$116,396

Expenses$118,787

Net Income-$2,391

Open 2014 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2013 to Jun 30, 2014
Signed: Nov 14, 2014
Return Version: 2013v3.1
Gross Receipts: $116,396

Mission and Program Overview

Mission

MONTESSORI SCHOOL

Program Services

Description	Grants	Expenses
EDUCATION OF CHILDREN AGES 3-6 BASED ON THE MONTESSORI PHILOSOPHY. APPROXIMATELY 45 CHILDREN ARE EDUCATED WITH A STAFF OF THREE EDUCATORS.	-	$118,787

Compensation and Service Providers

Top Officer Pay90th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
LINA M ETZWILER	Director	FT	$36,000	$6,000	$42,000
KIM BOYD	Secretary	-	$0	-	-
PETER REDAY	Treasurer	-	$0	-	-
BEN HOGGARD	Director	-	$0	-	-
CHARLIE UNGERER JR	Director	-	$0	-	-
LANCE ETZWILER	Director	-	$0	-	-

Filing and Contact Details

Filer

EIN: 20-2513980
In Care Of: % LINA M ETZWILER
Phone: 4192895699

Signing Officer

Name: Lina M Etzwiler
Title: Executive Director
Phone: 4192895699
Signed: 2014-11-14
Discuss with paid preparer: Yes

Preparer

Preparer: Timothy P Baker CPA
Phone: 4192895699

Supplemental Narrative

Additional Explanations

Form 990EZ Part I Line 16

“Description:ADVERTISING Amount:1449”

Form 990EZ Part I Line 16

“Description:INSURANCE Amount:1638”

Form 990EZ Part I Line 16

“Description:OFFICE Amount:929”

Form 990EZ Part I Line 16

“Description:DUES Amount:857”

Raw XML Appendix161 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.

Path	#	Value
IRS990EZ/ActivitiesNotPreviouslyRptInd	0	false
IRS990EZ/BooksInCareOfDetail/PersonNm	0	LINA M ETZWILER
IRS990EZ/BooksInCareOfDetail/PhoneNum	0	4192895699
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1	0	1515 MIFFLIN AVENUE
IRS990EZ/BooksInCareOfDetail/USAddress/City	0	ASHLAND
IRS990EZ/BooksInCareOfDetail/USAddress/State	0	OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode	0	44805
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	41541
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	39150
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	false
IRS990EZ/CostOfGoodsSoldAmt	0	0
IRS990EZ/CostOrOtherBasisExpenseSaleAmt	0	0
IRS990EZ/DonorAdvisedFndsInd	0	false
IRS990EZ/EngagedInExcessBenefitTransInd	0	false
IRS990EZ/ExcessOrDeficitForYearAmt	0	-2391
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt	0	350
IRS990EZ/FiledScheduleAInd	0	false
IRS990EZ/ForeignFinancialAccountInd	0	false
IRS990EZ/ForeignOfficeInd	0	false
IRS990EZ/Form1120PolFiledInd	0	false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	41541
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	39150
IRS990EZ/GainOrLossFromSaleOfAssetsAmt	0	0
IRS990EZ/GrossProfitLossSlsOfInvntryAmt	0	0
IRS990EZ/GrossReceiptsAmt	0	116396
IRS990EZ/GrossReceiptsForPublicUseAmt	0	0
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InitiationFeesAndCapContriAmt	0	0
IRS990EZ/LandAndBuildingsGrp/BOYAmt	0	0
IRS990EZ/LandAndBuildingsGrp/EOYAmt	0	0
IRS990EZ/LobbyingActivitiesInd	0	false
IRS990EZ/MadeLoansToFromOfficersInd	0	false
IRS990EZ/MethodOfAccountingCashInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	41541
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	39150
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	41541
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	39150
IRS990EZ/OccupancyRentUtltsAndMaintAmt	0	10090
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	40.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	1	2.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	2	2.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	3	2.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	4	2.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	5	2.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	36000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	4	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	5	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	0	6000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	4	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	5	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	4	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	5	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	LINA M ETZWILER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	KIM BOYD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	2	PETER REDAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	3	BEN HOGGARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	4	CHARLIE UNGERER JR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	5	LANCE ETZWILER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	3	DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	4	DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	5	DIRECTOR
IRS990EZ/OperateHospitalInd	0	false
IRS990EZ/Organization501c3Ind	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	false
IRS990EZ/OrganizationHadUBIInd	0	false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt	0	0
IRS990EZ/OtherAssetsTotalDetail/EOYAmt	0	0
IRS990EZ/OtherExpensesTotalAmt	0	8847
IRS990EZ/PoliticalCampaignActyInd	0	false
IRS990EZ/PrimaryExemptPurposeTxt	0	MONTESSORI SCHOOL
IRS990EZ/PrintingPublicationsPostageAmt	0	207
IRS990EZ/ProgramServiceRevenueAmt	0	116396
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	EDUCATION OF CHILDREN AGES 3-6 BASED ON THE MONTESSORI PHILOSOPHY. APPROXIMATELY 45 CHILDREN ARE EDUCATED WITH A STAFF OF THREE EDUCATORS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	0	118787
IRS990EZ/ProhibitedTaxShelterTransInd	0	false
IRS990EZ/RelatedOrganizationCtrlEntInd	0	false
IRS990EZ/SalariesOtherCompEmplBnftAmt	0	99293
IRS990EZ/ScheduleBNotRequiredInd	0	X
IRS990EZ/SchoolOperatingInd	0	true
IRS990EZ/SpecialEventsDirectExpensesAmt	0	0
IRS990EZ/SpecialEventsNetIncomeLossAmt	0	0
IRS990EZ/StatesWhereCopyOfReturnIsFldCd	0	OH
IRS990EZ/SubjectToProxyTaxInd	0	false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt	0	0
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt	0	0
IRS990EZ/TanningServicesProvidedInd	0	false
IRS990EZ/TotalExpensesAmt	0	118787
IRS990EZ/TotalProgramServiceExpensesAmt	0	118787
IRS990EZ/TotalRevenueAmt	0	116396
IRS990EZ/TransactionWithControlEntInd	0	false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	false
IRS990ScheduleA/SchoolInd	0	X
IRS990ScheduleE/ComplianceWithRevProc7550Ind	0	true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd	0	false
IRS990ScheduleE/DiscriminateRaceAthltProgInd	0	false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd	0	false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd	0	false
IRS990ScheduleE/DiscriminateRaceOtherActyInd	0	false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd	0	false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd	0	false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd	0	false
IRS990ScheduleE/MaintainCpyOfAllSolInd	0	true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd	0	true
IRS990ScheduleE/MaintainRacialCompRecsInd	0	true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd	0	true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd	0	true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd	0	true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt	0	FEW ADVERTISEMENTS OR PUBLICATIONS ARE DONE IN PRINT OR BROADCAST MEDIA. CHILD REGISTRATIONS ARE MOSTLY AS THE RESULT OF WORD-OF-MOUTH ADVERTISING. THE SCHOOL IS OPEN TO, AND ATTENDED BY, CHILDREN OF ALL RACES AND ETHNIC BACKGROUNDS. THE SCHOOL'S POLICY OF NON-DISCRIMINATION IS STATED IN THE BROCHURES OF THE SCHOOL AND ITS REGISTRATION MATERIALS.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt	1	THE SCHOOL DOES NOT AWARD SCHOLARSHIPS OR OTHER FINANCIAL ASSISTANCE.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc	0	SCHEDULE E ITEM 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc	1	SCHEDULE E ITEM 4(b)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	Description:ADVERTISING Amount:1449
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	Description:INSURANCE Amount:1638
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	2	Description:OFFICE Amount:929
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	3	Description:DUES Amount:857
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	2	FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	3	FORM 990EZ PART I LINE 16
ReturnHeader/BuildTS	0	2015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	LINA M ETZWILER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	4192895699
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2014-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1	0	THE ASHLAND MONTESSORI FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	ASHL
ReturnHeader/Filer/EIN	0	202513980
ReturnHeader/Filer/InCareOfNm	0	% LINA M ETZWILER
ReturnHeader/Filer/PhoneNum	0	4192895699
ReturnHeader/Filer/USAddress/AddressLine1	0	1205 LAMPLIGHTER LOOP
ReturnHeader/Filer/USAddress/AddressLine2	0	Suite
ReturnHeader/Filer/USAddress/City	0	ASHLAND
ReturnHeader/Filer/USAddress/State	0	OH
ReturnHeader/Filer/USAddress/ZIPCode	0	44805
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1	0	Baker Bowman & Co
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1	0	1630 Eagle Way
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City	0	Ashland
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State	0	OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode	0	448058924
ReturnHeader/PreparerPersonGrp/PhoneNum	0	4192895699
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2014-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Timothy P Baker CPA
ReturnHeader/ReturnTs	0	2014-11-17T07:15:37-06:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2013-07-01
ReturnHeader/TaxPeriodEndDt	0	2014-06-30
ReturnHeader/TaxYr	0	2013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $39,150
Liabilities: $0
Net assets: $39,150
Revenue: $116,396
Expenses: $118,787
Net income: -$2,391

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.	$0.79	$0.00	$0.79	$0.89	$0.87	$0.02
2024Detailed filing. Detailed filing data is available for this year.	$0.77	$0.00	$0.77	$1.04	$0.88	$0.16
2023Detailed filing. Detailed filing data is available for this year.	$0.62	$0.00	$0.62	$0.91	$0.88	$0.03
2022Detailed filing. Detailed filing data is available for this year.	$0.58	$0.00	$0.58	$0.90	$0.93	$0.02
2021Detailed filing. Detailed filing data is available for this year.	$0.61	$0.00	$0.61	$0.82	$0.84	$0.01
2020Detailed filing. Detailed filing data is available for this year.	$0.62	$0.00	$0.62	$0.78	$0.86	$0.08
2019Detailed filing. Detailed filing data is available for this year.	$0.71	$0.00	$0.71	$1.00	$0.99	$0.02
2018Detailed filing. Detailed filing data is available for this year.	$0.69	$0.00	$0.69	$1.26	$1.15	$0.11
2017Detailed filing. Detailed filing data is available for this year.	$0.58	$0.00	$0.58	$1.18	$1.13	$0.05
2016Detailed filing. Detailed filing data is available for this year.	$0.53	$0.00	$0.53	$1.16	$1.11	$0.05
2015Detailed filing. Detailed filing data is available for this year.	$0.48	$0.00	$0.48	$1.25	$1.16	$0.09
2014Detailed filing. Detailed filing data is available for this year.	$0.39	$0.00	$0.39	$1.16	$1.19	$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.	$0.42	$0.00	$0.42	$1.19	$1.18	$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.	$0.41	$0.00	$0.41	$1.22	$1.06	$0.16
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.	$0.25	$0.00	$0.25	$1.05	$1.01	$0.04