Civic Intelligence

The Ashland Montessori Foundation

EIN 20-2513980 • 501(c)3 • Ashland, OH

Profile

MONTESSORI SCHOOL

1205 Lamplighter LoopAshland, OH 44805
Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

52nd percentile

2.4%

Higher net margin than 52% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

91st percentile

$37,000

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 41.7% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

59th percentile

2.8%

Faster asset growth than 59% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

38th percentile

-15%

Faster revenue growth than 38% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$79,397

Up $2,170 (+2.8%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$79,397

Up $2,170 (+2.8%) from 2024

Operations
Liabilities / Revenue62nd percentileNet Margin52nd percentile

Revenue

Down

$88,715

Down $15,112 (-15%) from 2024

Expenses

Down

$86,545

Down $1,739 (-2.0%) from 2024

Net Income

Down

$2,170

Down $13,373 (-86%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth59th percentile

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

$80K$60K$40K$20K$0Assets 2011: $25,268Liabilities 2011: $0Net Assets 2011: $25,2682011Assets 2012: $40,868Liabilities 2012: $0Net Assets 2012: $40,8682012Assets 2013: $41,541Liabilities 2013: $0Net Assets 2013: $41,5412013Assets 2014: $39,150Liabilities 2014: $0Net Assets 2014: $39,1502014Assets 2015: $48,162Liabilities 2015: $0Net Assets 2015: $48,1622015Assets 2016: $53,050Liabilities 2016: $0Net Assets 2016: $53,0502016Assets 2017: $58,207Liabilities 2017: $0Net Assets 2017: $58,2072017Assets 2018: $69,001Liabilities 2018: $0Net Assets 2018: $69,0012018Assets 2019: $70,537Liabilities 2019: $0Net Assets 2019: $70,5372019Assets 2020: $62,233Liabilities 2020: $0Net Assets 2020: $62,2332020Assets 2021: $60,768Liabilities 2021: $0Net Assets 2021: $60,7682021Assets 2022: $58,279Liabilities 2022: $0Net Assets 2022: $58,2792022Assets 2023: $61,684Liabilities 2023: $0Net Assets 2023: $61,6842023Assets 2024: $77,227Liabilities 2024: $0Net Assets 2024: $77,2272024Assets 2025: $79,397Liabilities 2025: $0Net Assets 2025: $79,3972025

Highlighted filing

2025

Assets$79,397
Liabilities$0
Net Assets$79,397
Open 2025 Filing

Operations Trend

Revenue Growth38th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $104,843Expenses 2011: $100,774Net Income 2011: $4,0692011Revenue 2012: $121,730Expenses 2012: $106,130Net Income 2012: $15,6002012Revenue 2013: $118,881Expenses 2013: $118,208Net Income 2013: $6732013Revenue 2014: $116,396Expenses 2014: $118,787Net Income 2014: -$2,3912014Revenue 2015: $125,288Expenses 2015: $116,276Net Income 2015: $9,0122015Revenue 2016: $115,976Expenses 2016: $111,088Net Income 2016: $4,8882016Revenue 2017: $118,407Expenses 2017: $113,250Net Income 2017: $5,1572017Revenue 2018: $125,647Expenses 2018: $114,853Net Income 2018: $10,7942018Revenue 2019: $100,201Expenses 2019: $98,665Net Income 2019: $1,5362019Revenue 2020: $77,957Expenses 2020: $86,261Net Income 2020: -$8,3042020Revenue 2021: $82,125Expenses 2021: $83,590Net Income 2021: -$1,4652021Revenue 2022: $90,308Expenses 2022: $92,797Net Income 2022: -$2,4892022Revenue 2023: $91,247Expenses 2023: $87,842Net Income 2023: $3,4052023Revenue 2024: $103,827Expenses 2024: $88,284Net Income 2024: $15,5432024Revenue 2025: $88,715Expenses 2025: $86,545Net Income 2025: $2,1702025

Highlighted filing

2025

Revenue$88,715
Expenses$86,545
Net Income$2,170
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$79,397
Liabilities
$0
Net assets
$79,397
Revenue
$88,715
Expenses
$86,545
Net income
$2,170
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet 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
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 18, 2025
Return Version
2024v5.2
Gross Receipts
$88,715
Mission and Program Overview

Mission

MONTESSORI SCHOOL

Program Services

DescriptionGrantsExpenses
EDUCATION OF CHILDREN AGES 3-6 BASED ON THE MONTESSORI PHILOSOPHY. APPROXIMATELY 44 CHILDREN ARE EDUCATED WITH A STAFF OF TWO EDUCATORS.--
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LINA M ETZWILERExecutive DirectorFT$37,000-$37,000
KIM BOYDSecretary-$0--
LEAH BECHTOLTreasurer-$0--
BEN HOGGARDDirector-$0--
DAVID EISELDirector-$0--
LANCE ETZWILERDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Ashland Montessori Foundation
EIN
20-2513980
In Care Of
% LINA M ETZWILER
Phone
4192895699
Address
1205 LAMPLIGHTER LOOP, ASHLAND, OH 44805

Signing Officer

Name
Lina M Etzwiler
Title
Executive Director
Phone
4192895699
Signed
2025-11-18
Discuss with paid preparer
Yes

Preparer

Firm
Baker Bowman & Co
Address
1630 Eagle Way, Ashland, OH 44805-8924
Preparer
Timothy P Baker CPA
Phone
4192893210
Supplemental Narrative

Additional Explanations

Form 990EZ Part I Line 16

“Description:OFFICE Amount:991”

Raw XML Appendix151 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0LINA M ETZWILER
IRS990EZ/BooksInCareOfDetail/PhoneNum04192895699
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01515 MIFFLIN AVENUE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ASHLAND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd044805
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt077227
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt079397
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02170
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0550
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt077227
IRS990EZ/Form990TotalAssetsGrp/EOYAmt079397
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt088715
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt077227
IRS990EZ/NetAssetsOrFundBalancesEOYAmt079397
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt077227
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt079397
IRS990EZ/OccupancyRentUtltsAndMaintAmt014803
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt040.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt037000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LINA M ETZWILER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KIM BOYD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LEAH BECHTOL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BEN HOGGARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DAVID EISEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5LANCE ETZWILER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt04440
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0MONTESSORI SCHOOL
IRS990EZ/PrintingPublicationsPostageAmt0232
IRS990EZ/ProgramServiceRevenueAmt088715
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDUCATION OF CHILDREN AGES 3-6 BASED ON THE MONTESSORI PHILOSOPHY. APPROXIMATELY 44 CHILDREN ARE EDUCATED WITH A STAFF OF TWO EDUCATORS.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt066520
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0true
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OH
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt086545
IRS990EZ/TotalRevenueAmt088715
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0FEW 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/ExplanationTxt1THE SCHOOL DOES NOT AWARD SCHOLARSHIPS OR OTHER FINANCIAL ASSISTANCE.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E ITEM 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E ITEM 4(b)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description:OFFICE Amount:991
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990EZ PART I LINE 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LINA M ETZWILER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04192895699
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ASHLAND MONTESSORI FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ASHL
ReturnHeader/Filer/EIN0202513980
ReturnHeader/Filer/InCareOfNm0% LINA M ETZWILER
ReturnHeader/Filer/PhoneNum04192895699
ReturnHeader/Filer/USAddress/AddressLine1Txt01205 LAMPLIGHTER LOOP
ReturnHeader/Filer/USAddress/CityNm0ASHLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044805
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Baker Bowman & Co
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01630 Eagle Way
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Ashland
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0448058924
ReturnHeader/PreparerPersonGrp/PhoneNum04192893210
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Timothy P Baker CPA
ReturnHeader/ReturnTs02025-11-18T15:53:04-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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