Civic Intelligence

Montessori Middle School Inc

EIN 27-0486251 • 501(c)3 • Lakeland, FL

Profile

To provide a supportive educational environment for children, regardless of income, race, or ethnic background.

1124 N Lake Parker AveLakeland, FL 33805

www.lakelandmontessori.com

Siviq Scores

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

Liabilities / Assets

56th percentile

0.04x

Higher debt load relative to assets than 56% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

69th percentile

0.10x

Higher debt load relative to revenue than 69% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2022

Net Margin

40th percentile

0.1%

Higher net margin than 40% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

71st percentile

$0

Higher top officer pay than 71% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2022

Asset Growth

33rd percentile

-2.4%

Faster asset growth than 33% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

15th percentile

-22%

Faster revenue growth than 15% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$0

Down $783,432 (-100%) from 2024

Liabilities

Down

$0

Down $49,714 (-100%) from 2024

Net Assets

Down

$0

Down $733,718 (-100%) from 2024

Operations
Liabilities / Revenue69th percentileNet Margin40th percentile

Revenue

Down

$0

Down $322,889 (-100%) from 2024

Expenses

Down

$0

Down $316,694 (-100%) from 2024

Net Income

Down

$0

Down $6,195 (-100%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth33rd percentile

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

$800K$600K$400K$200K$0Assets 2017: $397,046Liabilities 2017: $52,320Net Assets 2017: $344,7262017Assets 2018: $457,992Liabilities 2018: $28,543Net Assets 2018: $429,4492018Assets 2019: $568,413Liabilities 2019: $37,453Net Assets 2019: $530,9602019Assets 2020: $627,795Liabilities 2020: $27,054Net Assets 2020: $600,7412020Assets 2021: $705,358Liabilities 2021: $41,473Net Assets 2021: $663,8852021Assets 2022: $688,223Liabilities 2022: $24,088Net Assets 2022: $664,1352022Assets 2023: $771,435Liabilities 2023: $43,912Net Assets 2023: $727,5232023Assets 2024: $783,432Liabilities 2024: $49,714Net Assets 2024: $733,7182024Assets 2025: $0Liabilities 2025: $0Net Assets 2025: $02025

Highlighted filing

2025

Assets$0
Liabilities$0
Net Assets$0
Open 2025 Filing

Operations Trend

Revenue Growth15th percentile

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

$600K$400K$200K$0Revenue 2017: $450,278Expenses 2017: $387,444Net Income 2017: $62,8342017Revenue 2018: $436,336Expenses 2018: $351,613Net Income 2018: $84,7232018Revenue 2019: $441,028Expenses 2019: $339,517Net Income 2019: $101,5112019Revenue 2020: $455,786Expenses 2020: $386,006Net Income 2020: $69,7802020Revenue 2021: $314,817Expenses 2021: $251,673Net Income 2021: $63,1442021Revenue 2022: $244,323Expenses 2022: $244,073Net Income 2022: $2502022Revenue 2023: $308,818Expenses 2023: $254,164Net Income 2023: $54,6542023Revenue 2024: $322,889Expenses 2024: $316,694Net Income 2024: $6,1952024Revenue 2025: $0Expenses 2025: $0Net Income 2025: $02025

Highlighted filing

2025

Revenue$0
Expenses$0
Net Income$0
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$0
Expenses
$0
Net income
$0
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2024Detailed filing. Detailed filing data is available for this year.$7.83$0.50$7.34$3.23$3.17$0.06
2023Detailed filing. Detailed filing data is available for this year.$7.71$0.44$7.28$3.09$2.54$0.55
2022Detailed filing. Detailed filing data is available for this year.$6.88$0.24$6.64$2.44$2.44$0.00
2021Detailed filing. Detailed filing data is available for this year.$7.05$0.41$6.64$3.15$2.52$0.63
2020Detailed filing. Detailed filing data is available for this year.$6.28$0.27$6.01$4.56$3.86$0.70
2019Detailed filing. Detailed filing data is available for this year.$5.68$0.37$5.31$4.41$3.40$1.02
2018Detailed filing. Detailed filing data is available for this year.$4.58$0.29$4.29$4.36$3.52$0.85
2017Detailed filing. Detailed filing data is available for this year.$3.97$0.52$3.45$4.50$3.87$0.63
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Feb 24, 2026
Return Version
2024v5.2
Gross Receipts
$0
Mission and Program Overview

Mission

To provide a supportive educational environment for children, regardless of income, race or ethnic background

To provide a supportive educational environment for children, regardless of income, race, or ethnic background.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$754,912--
Rtn Earn Endowment Incm Other Fnds$724,772$0▼ $724,772
Cash and Non-Interest-Bearing Accounts$19,574$0▼ $19,574
Land, Buildings, and Equipment, Net$8,946--
Pd in Cap Srpls Land Bldg Eqp Fund$8,946--
Total Assets$783,432$0▼ $783,432
Liabilities
Accounts Payable and Accrued Expenses$49,714$0▼ $49,714
Total Liabilities$49,714$0▼ $49,714
Net Assets / Fund Balance
Total Net Assets Fund Balance$733,718$0▼ $733,718
Total Liabilities and Net Assets / Fund Balance$783,432$0▼ $783,432
Compensation and Service Providers
Top Officer Pay71st percentile

Board Members and Trustees

NameTitle
Lori DeangelisPresident
Ben GraffamBoard Member
Phil SchmittBoard Member
Rick MaxeyBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$0
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$0
Other Expenses$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0
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
Audit committee
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
Filing and Contact Details

Filer

Filer Name
Montessori Middle School Inc
EIN
27-0486251
Phone
8634130003
Address
1124 N LAKE PARKER AVE, LAKELAND, FL 33805

Signing Officer

Name
Lori Deangelis
Title
President
Phone
8634130003
Signed
2026-02-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lori Deangelis
Formed
2009
Legal Domicile
Fl
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
0

Preparer

Firm
Robert I Walker CPA
Address
2803 W BUSCH BLVD SUITE 106, TAMPA, FL 33618
Preparer
Robert Walker CPA
Phone
8136248643
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“The 990 is prepared by an independent cpa firm and a draft is provided to the finance committee for review. The final 990 is provided to the board for approval.”

Pt VI, Line 12C

“At each board meeting, the agenda is notated to remind board members to recuse from voting on any item that may be a conflict of interest.”

Pt VI, Line 15A

“The board reviews the prevailing wage rate for the local school district principals and teachers.”

Pt VI, Line 15B

“The board reviews the prevailing wage rate for the local school district principals and teachers.”

Pt VI, Line 19

“The schools financial statements and budget is posted to the school website. Governing documents and the conflict of interest policy are available upon request.”

Pt XI

“Merged with lakeland montessori schoolhouse, inc., a 501c3 organization”

Financial Statement Notes

Pt X, Line 2

“The School is generally exempt from income taxes under section 501 (c) (3) of the Internal Revenue Code and applicable state law. Therefore, no provisions for income taxes have been made in the accompanying financial statements. The School recognizes the financial statement effects from a tax position only if it is more likely than not that the tax position will be sustained on examination by taxing authorities, based on the technical merits of the position. Examples of tax positions include the taxexempt status of the School and various positions related to the potential sources of unrelated business taxable income. The assessment of the technical merits of a tax position is a matter of judgment. The School files Form 990 in the U.S. Federal jurisdiction.”

Raw XML Appendix376 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.

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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The School is generally exempt from income taxes under section 501 (c) (3) of the Internal Revenue Code and applicable state law. Therefore, no provisions for income taxes have been made in the accompanying financial statements. The School recognizes the financial statement effects from a tax position only if it is more likely than not that the tax position will be sustained on examination by taxing authorities, based on the technical merits of the position. Examples of tax positions include the taxexempt status of the School and various positions related to the potential sources of unrelated business taxable income. The assessment of the technical merits of a tax position is a matter of judgment. The School files Form 990 in the U.S. Federal jurisdiction.
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IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc3FIXED ASSETS
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IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/PersonNm0LAKELAND MONTESSORI SCHOOLHOUSE IN
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IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd1FL
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd2FL
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd3FL
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd033805
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd133805
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd233805
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd333805
IRS990ScheduleN/OwnerOfSuccessorInd0false
IRS990ScheduleN/ReceiveCompensationInd0false
IRS990ScheduleN/RequiredToNotifyAGInd0true
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 990 IS PREPARED BY AN INDEPENDENT CPA FIRM AND A DRAFT IS PROVIDED TO THE FINANCE COMMITTEE FOR REVIEW. THE FINAL 990 IS PROVIDED TO THE BOARD FOR APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AT EACH BOARD MEETING, THE AGENDA IS NOTATED TO REMIND BOARD MEMBERS TO RECUSE FROM VOTING ON ANY ITEM THAT MAY BE A CONFLICT OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD REVIEWS THE PREVAILING WAGE RATE FOR THE LOCAL SCHOOL DISTRICT PRINCIPALS AND TEACHERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD REVIEWS THE PREVAILING WAGE RATE FOR THE LOCAL SCHOOL DISTRICT PRINCIPALS AND TEACHERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE SCHOOLS FINANCIAL STATEMENTS AND BUDGET IS POSTED TO THE SCHOOL WEBSITE. GOVERNING DOCUMENTS AND THE CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MERGED WITH LAKELAND MONTESSORI SCHOOLHOUSE, INC., A 501C3 ORGANIZATION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Pt XI
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IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
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IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0LAKELAND MONTESSORI SCHOOLHOUSE INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0900131857
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PUBLIC SCHOOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt02
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01124 N LAKE PARKER AVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0LAKELAND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd033805
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IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
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IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
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IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0true
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IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
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IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1COST
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0LAKELAND MONTESSORI SCHOOLHOUSE INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1LAKELAND MONTESSORI SCHOOLHOUSE INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0N
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1P
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IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0true
IRS990/TotalAssetsBOYAmt0783432
IRS990/TotalAssetsEOYAmt00
IRS990/TotalAssetsGrp/BOYAmt0783432
IRS990/TotalAssetsGrp/EOYAmt00
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt00
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt049714
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt049714
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0733718
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotalProgramServiceExpensesAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt00
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0783432
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01124 N LAKE PARKER AVE
IRS990/USAddress/CityNm0LAKELAND
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd033805
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0WWW.LAKELANDMONTESSORI.COM
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LORI DEANGELIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08634130003
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONTESSORI MIDDLE SCHOOL INC
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0270486251
ReturnHeader/Filer/PhoneNum08634130003
ReturnHeader/Filer/USAddress/AddressLine1Txt01124 N LAKE PARKER AVE
ReturnHeader/Filer/USAddress/CityNm0LAKELAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033805
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200676201
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROBERT I WALKER CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02803 W BUSCH BLVD SUITE 106
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TAMPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033618
ReturnHeader/PreparerPersonGrp/PhoneNum08136248643
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robert Walker CPA
ReturnHeader/ReturnTs02026-03-12T05:55:54-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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