Civic Intelligence

Ancona Montessory School Inc. - Wynnewood

EIN 20-8583949 • 501(c)3 • Wynnewood, PA

Pub. 78 Eligible

Profile

To educate pre-school children in the Montessori way.

630 Clothier RoadWynnewood, PA 19096

n/A

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 2023

Liabilities / Revenue

35th percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

35th percentile

-2.4%

Higher net margin than 35% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

97th percentile

$265,737

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 44.4% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2023

Asset Growth

2nd percentile

-100%

Faster asset growth than 2% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

23rd percentile

-13%

Faster revenue growth than 23% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Assets

Down

$0

Down $14,115 (-100%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Down

$0

Down $14,115 (-100%) from 2022

Revenue

Down

$598,359

Down $92,720 (-13%) from 2022

Expenses

Down

$612,474

Down $65,353 (-9.6%) from 2022

Net Income

Down

-$14,115

Down $27,367 (-207%) from 2022

Trend Graphs

Balance Sheet Trend

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

$20K$10K$0-$10KAssets 2011: $690Liabilities 2011: $7,000Net Assets 2011: -$6,3102011Assets 2012: $463Liabilities 2012: $7,000Net Assets 2012: -$6,5372012Assets 2013: $324Liabilities 2013: $0Net Assets 2013: $3242013Assets 2014: $12,877Liabilities 2014: $0Net Assets 2014: $12,8772014Assets 2015: $13,274Liabilities 2015: $0Net Assets 2015: $13,2742015Assets 2017: $1Liabilities 2017: $0Net Assets 2017: $02017Assets 2018: $6,494Liabilities 2018: $0Net Assets 2018: $6,4942018Assets 2019: $7,731Liabilities 2019: $0Net Assets 2019: $7,7312019Assets 2020: $2,962Liabilities 2020: $0Net Assets 2020: $2,9622020Assets 2021: $863Liabilities 2021: $0Net Assets 2021: $8632021Assets 2022: $14,115Liabilities 2022: $0Net Assets 2022: $14,1152022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2023

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

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

$800K$600K$400K$200K$0-$200KRevenue 2011: $206,705Expenses 2011: $213,705Net Income 2011: -$7,0002011Revenue 2012: $320,094Expenses 2012: $322,821Net Income 2012: -$2,7272012Revenue 2013: $205,821Expenses 2013: $217,708Net Income 2013: -$11,8872013Revenue 2014: $272,459Expenses 2014: $252,849Net Income 2014: $19,6102014Revenue 2015: $267,677Expenses 2015: $204,690Net Income 2015: $62,9872015Revenue 2017: $443,496Expenses 2017: $418,582Net Income 2017: $24,9142017Revenue 2018: $452,772Expenses 2018: $446,298Net Income 2018: $6,4742018Revenue 2019: $491,121Expenses 2019: $489,884Net Income 2019: $1,2372019Revenue 2020: $733,928Expenses 2020: $389,446Net Income 2020: $344,4822020Revenue 2021: $366,394Expenses 2021: $373,529Net Income 2021: -$7,1352021Revenue 2022: $691,079Expenses 2022: $677,827Net Income 2022: $13,2522022Revenue 2023: $598,359Expenses 2023: $612,474Net Income 2023: -$14,1152023

Highlighted filing

2023

Revenue$598,359
Expenses$612,474
Net Income-$14,115

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Feb 1, 2023
Return Version
2022v5.0
Gross Receipts
$598,359
Mission and Program Overview

Mission

To educate pre-school children in the Montessori way.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$14,115$0▼ $14,115
Rtn Earn Endowment Incm Other Fnds$14,115$0▼ $14,115
Total Assets$14,115$0▼ $14,115
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$14,115$0▼ $14,115
Total Liabilities and Net Assets / Fund Balance$14,115$0▼ $14,115
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Officer-$549$265,188$265,737
James M DiCamilloVice President-$122,408-$122,408
Linda DiNicolaPresidentPT$89,764-$89,764
Judith DiCamilloDirector-$2,450$2,450$4,900
James E DiCamillo--$459-$459

Board Members and Trustees

NameTitle
James E DiCamilloDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$598,359
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-14,115
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$498,536
Other Expenses$113,938
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$260,980$0$0$260,980
Current Officers, Directors, Trustees, and Key Employees$212,721$0$0$212,721
Occupancy$84,520$0$0$84,520
Payroll Taxes$24,835$0$0$24,835
Insurance$5,863$0$0$5,863
Travel$4,807$0$0$4,807
Conferences and Meetings$3,084$0$0$3,084
Other Expenses$2,962$0$0$2,962
Fees for Services Legal$2,250$0$0$2,250
All Other Expenses$2,062$0$0$2,062
Fees for Services Accounting$2,062$0$0$2,062
Interest$133$0$0$133
Total Functional Expenses$612,474$0$0$612,474
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
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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, Line 9

Gregory Spadea 204 E. Chester Pike Ridley Park PA 19078

Filing and Contact Details

Filer

Filer Name
Ancona Montessori School Inc - Wynnewood
EIN
20-8583949
Phone
4844316469
Address
630 Clothier Road, Wynnewood, PA 19096

Signing Officer

Name
Judith A DiCamillo
Title
President
Phone
4844316469
Signed
2023-02-01
Discuss with paid preparer
Yes

Organization Details

Formed
2008
Legal Domicile
Pa
Voting Board Members
5
Independent Board Members
2
Employees
16
Volunteers
0

Preparer

Firm
Spadea & Associates LLC
Address
204 E CHESTER PIKE POB 122, RIDLEY PARK, PA 19078
Preparer
Gregory J Spadea
Phone
6105210604
Supplemental Narrative

Additional Explanations

Pt VI, Line 2

Judith DiCamillo is President and she is married to James DiCamillo who is also an officer.

Pt VI, Line 11B

The Board of Directors reveiw the 990 tax return before it is filed.

Pt VI, Line 15B

The Board of Directors review last years compensation and determine next years compensation based on enrollment and performance.

Pt VI, Line 6

Judith DiCamillo is the only shareholder.

Pt VI, Line 7A

Any of the directors can nominate new directors which have

Pt VI, Line 7A

to be approved by the majority of the board.

Pt VI, Line 8A

The School only documents meetings that require a vote.

Pt VI, Line 8B

The School Directors meet quarterly but there are no

Pt VI, Line 8B

Committees.

Pt XI

Line 9 the School received a loan for $5000.

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IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0Client List
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02023-06-30
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt0164000
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt01231
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt0FMV
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/PersonNm0James Judy DiCamillo
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt01408 Sixth Avenue
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm0Woodlyn
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd0PA
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd019094
IRS990ScheduleN/OwnerOfSuccessorInd0false
IRS990ScheduleN/ReceiveCompensationInd0true
IRS990ScheduleN/RequiredToNotifyAGInd0false
IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt0Gregory J. Spadea will become a director of the buyer, Our Honeybee Academy, Inc. and continue to provide legal services as an independant contractor.
IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2e
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Judith DiCamillo is President and she is married to James DiCamillo who is also an officer.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Board of Directors reveiw the 990 tax return before it is filed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Board of Directors review last years compensation and determine next years compensation based on enrollment and performance.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Judith DiCamillo is the only shareholder.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Any of the directors can nominate new directors which have
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5to be approved by the majority of the board.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6The School only documents meetings that require a vote.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7The School Directors meet quarterly but there are no
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Committees.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Line 9 the School received a loan for $5000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Gregory Spadea 204 E. Chester Pike Ridley Park PA 19078
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Pt VI, Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Pt VI, Line 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Pt VI, Line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Pt VI, Line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Pt XI
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990, Part VI, Line 9
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Ancona Montessori School Inc - Drexel Hill
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0200115863
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(4)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Pre-school
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt05290 Township Line Road
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Drexel Hill
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd019026
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0true
IRS990/TotalAssetsBOYAmt014115
IRS990/TotalAssetsEOYAmt00
IRS990/TotalAssetsGrp/BOYAmt014115
IRS990/TotalAssetsGrp/EOYAmt00
IRS990/TotalCompGreaterThan150KInd0true
IRS990/TotalEmployeeCnt016
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0612474
IRS990/TotalFunctionalExpensesGrp/TotalAmt0612474
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt014115
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotalOtherCompensationAmt0267638
IRS990/TotalProgramServiceExpensesAmt0612474
IRS990/TotalProgramServiceRevenueAmt0598359
IRS990/TotalReportableCompFromOrgAmt0215171
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0598359
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0598359
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt014115
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/FundraisingAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt00
IRS990/TravelGrp/ProgramServicesAmt04807
IRS990/TravelGrp/TotalAmt04807
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X

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