Civic Intelligence

Monticello Montessori Charter School Inc.

EIN 27-0186469 • 501(c)3 • Ammon, ID

Pub. 78 Eligible

Profile

Public Education.

4707 S Sweetwater WayAmmon, ID 83406

n/A

Siviq Scores

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

Liabilities / Assets

89th percentile

0.75x

Higher debt load relative to assets than 89% of similar nonprofits.

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

Liabilities / Revenue

90th percentile

1.31x

Higher debt load relative to revenue than 90% of similar nonprofits.

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

Net Margin

56th percentile

7.6%

Higher net margin than 56% of similar nonprofits.

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

Top Officer Pay

62nd percentile

$88,000

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 4.1% of source-year revenue.

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

Asset Growth

53rd percentile

4.5%

Faster asset growth than 53% of similar nonprofits.

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

Revenue Growth

33rd percentile

-1.8%

Faster revenue growth than 33% of similar nonprofits.

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

Assets

Up

$3,792,760

Up $163,866 (+4.5%) from 2024

Liabilities

Down

$2,827,004

Down $128 (-0.0%) from 2024

Net Assets

Up

$965,756

Up $163,994 (+20%) from 2024

Revenue

Down

$2,162,091

Down $39,530 (-1.8%) from 2024

Expenses

Up

$1,998,097

Up $302,502 (+18%) from 2024

Net Income

Down

$163,994

Down $342,032 (-68%) from 2024

Trend Graphs

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $348,297Liabilities 2011: $191,894Net Assets 2011: $156,4032011Assets 2012: $121,684Liabilities 2012: $50,314Net Assets 2012: $71,3702012Assets 2013: $2,535,405Liabilities 2013: $2,493,054Net Assets 2013: $42,3512013Assets 2014: $2,482,999Liabilities 2014: $2,402,704Net Assets 2014: $80,2952014Assets 2015: $2,672,019Liabilities 2015: $2,646,379Net Assets 2015: $25,6402015Assets 2016: $2,826,357Liabilities 2016: $2,675,115Net Assets 2016: $151,2422016Assets 2017: $2,837,803Liabilities 2017: $2,809,669Net Assets 2017: $28,1342017Assets 2018: $2,699,291Liabilities 2018: $2,590,450Net Assets 2018: $108,8412018Assets 2019: $2,940,589Liabilities 2019: $2,768,271Net Assets 2019: $172,3182019Assets 2020: $3,034,815Liabilities 2020: $2,695,232Net Assets 2020: $339,5832020Assets 2021: $3,001,821Liabilities 2021: $2,872,559Net Assets 2021: $129,2622021Assets 2022: $3,398,512Liabilities 2022: $3,077,517Net Assets 2022: $320,9952022Assets 2023: $3,391,380Liabilities 2023: $3,095,644Net Assets 2023: $295,7362023Assets 2024: $3,628,894Liabilities 2024: $2,827,132Net Assets 2024: $801,7622024Assets 2025: $3,792,760Liabilities 2025: $2,827,004Net Assets 2025: $965,7562025

Highlighted filing

2025

Assets$3,792,760
Liabilities$2,827,004
Net Assets$965,756

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $941,8562011Expenses 2012: $1,224,6732012Expenses 2013: $1,046,2262013Revenue 2014: $1,133,937Expenses 2014: $1,095,993Net Income 2014: $37,9442014Revenue 2015: $1,273,883Expenses 2015: $1,076,818Net Income 2015: $197,0652015Revenue 2016: $1,315,069Expenses 2016: $1,189,467Net Income 2016: $125,6022016Revenue 2017: $1,166,491Expenses 2017: $1,289,599Net Income 2017: -$123,1082017Revenue 2018: $1,334,976Expenses 2018: $1,254,269Net Income 2018: $80,7072018Revenue 2019: $1,639,793Expenses 2019: $1,576,316Net Income 2019: $63,4772019Revenue 2020: $1,865,407Expenses 2020: $1,698,142Net Income 2020: $167,2652020Revenue 2021: $1,864,438Expenses 2021: $2,074,759Net Income 2021: -$210,3212021Revenue 2022: $1,825,814Expenses 2022: $1,634,081Net Income 2022: $191,7332022Revenue 2023: $1,751,425Expenses 2023: $1,776,684Net Income 2023: -$25,2592023Revenue 2024: $2,201,621Expenses 2024: $1,695,595Net Income 2024: $506,0262024Revenue 2025: $2,162,091Expenses 2025: $1,998,097Net Income 2025: $163,9942025

Highlighted filing

2025

Revenue$2,162,091
Expenses$1,998,097
Net Income$163,994

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.79$2.83$0.97$2.16$2.00$0.16
2024Detailed filing. Detailed filing data is available for this year.$3.63$2.83$0.80$2.20$1.70$0.51
2023Detailed filing. Detailed filing data is available for this year.$3.39$3.10$0.30$1.75$1.78$0.03
2022Detailed filing. Detailed filing data is available for this year.$3.40$3.08$0.32$1.83$1.63$0.19
2021Detailed filing. Detailed filing data is available for this year.$3.00$2.87$0.13$1.86$2.07$0.21
2020Detailed filing. Detailed filing data is available for this year.$3.03$2.70$0.34$1.87$1.70$0.17
2019Detailed filing. Detailed filing data is available for this year.$2.94$2.77$0.17$1.64$1.58$0.06
2018Detailed filing. Detailed filing data is available for this year.$2.70$2.59$0.11$1.33$1.25$0.08
2017Detailed filing. Detailed filing data is available for this year.$2.84$2.81$0.03$1.17$1.29$0.12
2016Detailed filing. Detailed filing data is available for this year.$2.83$2.68$0.15$1.32$1.19$0.13
2015Detailed filing. Detailed filing data is available for this year.$2.67$2.65$0.03$1.27$1.08$0.20
2014Detailed filing. Detailed filing data is available for this year.$2.48$2.40$0.08$1.13$1.10$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.54$2.49$0.04$1.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.12$0.05$0.07$1.22
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.35$0.19$0.16$0.94
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 22, 2025
Return Version
2024v5.2
Gross Receipts
$2,162,091
Mission and Program Overview

Mission

Public education (Local Educational Agency).

Public Education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,042,987$2,103,132▲ $60,145
Cash and Non-Interest-Bearing Accounts$951,335$1,288,611▲ $337,276
Pledges and Grants Receivable$299,045$169,520▼ $129,525
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$3,628,894$3,792,760▲ $163,866
Other Assets Total$335,527$231,497▼ $104,030
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,976,539$1,929,823▼ $46,716
Other Liabilities$658,178$650,432▼ $7,746
Accounts Payable and Accrued Expenses$111,978$195,386▲ $83,408
Deferred Revenue$80,437$51,363▼ $29,074
Total Liabilities$2,827,132$2,827,004▼ $128
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$801,762$965,756▲ $163,994
Total Net Assets Fund Balance$801,762$965,756▲ $163,994
Total Liabilities and Net Assets / Fund Balance$3,628,894$3,792,760▲ $163,866

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,483,944$490,877$1,974,821
Land$613,212-$613,212
Equipment$5,976$23,433$29,409
Other Assets Org$231,497--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Jeanne JohnsonAdministratorFT$88,000$88,000

Board Members and Trustees

NameTitle
Linda HawleyChair
Kevin CarsonVice-Chair
Kara TurnerMember
Steven RobbMember
Tyler PincockTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,122,538
Program Service Revenue
$0
Investment Income
$39,553
Other Revenue
$0
All Other Contributions
$58,265
Change in Net Assets
$163,994

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,162,091
Total Revenue per Audited Statements
$2,162,091
Total Revenue per Form 990
$2,162,091
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,305,204
Other Expenses$692,893
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$930,494--$930,494
Other Employee Benefits$146,446$13,850-$160,296
Interest$110,997--$110,997
Other Expenses$107,380$34,684-$107,380
Pension Plan Contributions$92,966$11,515-$104,481
Current Officers, Directors, Trustees, and Key Employees-$88,000-$88,000
Occupancy$44,911$4,990-$49,901
Depreciation Depletion$41,488--$41,488
Insurance$24,456$2,717-$27,173
Payroll Taxes$15,201$6,732-$21,933
Fees for Services Accounting-$9,113-$9,113
Total Functional Expenses$1,826,496$171,601$0$1,998,097

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,998,097
Total Expenses per Audited Statements$1,998,097
Total Expenses per Form 990$1,998,097
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Net Pension Liability$638,836
Deferred Inflows - Pension Sources$11,596
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
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
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, Part VI, Section B, Line 11B

Form 990 is reviewed by designated finance personnel and the governing board prior to filing.

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

Monitoring and enforcing of potential conflicts of interest is performed by employees and board members disclosing annually whether any potential conflicts of interest exist.

Form 990, Part VI, Section B, Line 15B

All salaries, including those for management and key personnel, are integrated with the state salary funding formula and are independently reviewed, approved, and documented.

Form 990, Part VI, Section C, Line 19

Public information documents are made available either on the website or upon request.

Filing and Contact Details

Filer

Filer Name
Monticello Montessori
EIN
27-0186469
Phone
2084190742
Address
4707 S Sweetwater Way, Ammon, ID 83406

Signing Officer

Name
Jeanne Johnson
Title
Administrator
Signed
2025-10-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeanne Johnson
Formed
2009
Legal Domicile
Id
Voting Board Members
5
Independent Board Members
5
Employees
45
Volunteers
5

Preparer

Firm
Quest Cpas Pllc
Address
1740 E FAIRVIEW AVE 1116, MERIDIAN, ID 83642
Preparer
Kurt R Folke
Phone
2086421417
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IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0146446
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0160296
IRS990/OtherExpensesGrp/Desc0Curriculum & Supplies
IRS990/OtherExpensesGrp/Desc1Student Transportation
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt034684
IRS990/OtherExpensesGrp/ProgramServicesAmt0312157
IRS990/OtherExpensesGrp/ProgramServicesAmt1107380
IRS990/OtherExpensesGrp/TotalAmt0346841
IRS990/OtherExpensesGrp/TotalAmt1107380
IRS990/OtherLiabilitiesGrp/BOYAmt0658178
IRS990/OtherLiabilitiesGrp/EOYAmt0650432
IRS990/OtherRevenueTotalAmt00
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IRS990/OtherSalariesAndWagesGrp/TotalAmt0930494
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd0false
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IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt06732
IRS990/PayrollTaxesGrp/ProgramServicesAmt015201
IRS990/PayrollTaxesGrp/TotalAmt021933
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IRS990/PensionPlanContributionsGrp/ProgramServicesAmt092966
IRS990/PensionPlanContributionsGrp/TotalAmt0104481
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IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0169520
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Jeanne Johnson
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IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt02175943
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt025678
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IRS990/PYTotalExpensesAmt01695595
IRS990/PYTotalRevenueAmt02201621
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IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
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IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
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IRS990ScheduleD/BuildingsGrp/BookValueAmt01483944
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0490877
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01974821
IRS990ScheduleD/EquipmentGrp/BookValueAmt05976
IRS990ScheduleD/EquipmentGrp/DepreciationAmt023433
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt029409
IRS990ScheduleD/ExpensesSubtotalAmt01998097
IRS990ScheduleD/LandGrp/BookValueAmt0613212
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0613212
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0231497
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IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0true
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IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0As a state chartered public school policy communications are the same as required for traditional public school districts and are accomplished during admissions and through ongoing publications.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1The school is a state chartered public school and receives substantially all of its support from the Idaho State Department of Education.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule E, Line 4 - Explanation of Records and Materials Not Maintained
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2Schedule E, Line 5 - Explanation of Organization Discrimination by Race
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc3Schedule E, Line 6 - Explanation of Aid or Assistance from Governmental Agency
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Form 990 is reviewed by designated finance personnel and the governing board prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Monitoring and enforcing of potential conflicts of interest is performed by employees and board members disclosing annually whether any potential conflicts of interest exist.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2All salaries, including those for management and key personnel, are integrated with the state salary funding formula and are independently reviewed, approved, and documented.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Public information documents are made available either on the website or 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 B, Line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, Line 19
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IRS990/SubjectToProxyTaxInd0false
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IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt03792760
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IRS990/TotalAssetsGrp/EOYAmt03792760
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01826496
IRS990/TotalFunctionalExpensesGrp/TotalAmt01998097
IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesEOYAmt02827004
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IRS990/TotalLiabilitiesGrp/EOYAmt02827004
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0801762
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0965756
IRS990/TotalProgramServiceExpensesAmt01826496
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt088000
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt039553
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02162091
IRS990/TotalVolunteersCnt05
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03792760
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt04707 S Sweetwater Way
IRS990/USAddress/CityNm0Ammon
IRS990/USAddress/StateAbbreviationCd0ID
IRS990/USAddress/ZIPCd083406
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jeanne Johnson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Administrator
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Monticello Montessori
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Charter School Inc
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0270186469
ReturnHeader/Filer/PhoneNum02084190742
ReturnHeader/Filer/USAddress/AddressLine1Txt04707 S Sweetwater Way
ReturnHeader/Filer/USAddress/CityNm0Ammon
ReturnHeader/Filer/USAddress/StateAbbreviationCd0ID
ReturnHeader/Filer/USAddress/ZIPCd083406
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0821706729
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0QUEST CPAS PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01740 E FAIRVIEW AVE 1116
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MERIDIAN

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