Civic Intelligence

Montessori Society of Lancaster

EIN 31-0793444 • 501(c)3 • Lancaster, OH

Profile

To operate toddler & preschool educational classes for children using the montessori method.

1111 W Fair AveLancaster, OH 43130

lancastermontessori.org

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 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

32nd percentile

-8.7%

Higher net margin than 32% of similar nonprofits.

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

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

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

Asset Growth

42nd percentile

-8.2%

Faster asset growth than 42% of similar nonprofits.

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

Revenue Growth

57th percentile

2.9%

Faster revenue growth than 57% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$118,155

Down $27,558 (-19%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$118,155

Down $27,558 (-19%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin32nd percentile

Revenue

Down

$108,589

Down $83,566 (-43%) from 2023

Expenses

Down

$136,199

Down $65,802 (-33%) from 2023

Net Income

Down

-$27,610

Down $17,764 (-180%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth42nd percentile

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

$200K$150K$100K$50K$0Assets 2011: $24,050Net Assets 2011: $24,0502011Assets 2012: $15,989Net Assets 2012: $15,9892012Assets 2013: $27,865Net Assets 2013: $27,8652013Assets 2014: $39,998Net Assets 2014: $39,9982014Assets 2015: $53,107Net Assets 2015: $53,1072015Assets 2016: $71,480Net Assets 2016: $71,4802016Assets 2017: $81,327Liabilities 2017: $652Net Assets 2017: $80,6752017Assets 2018: $107,968Liabilities 2018: $1,456Net Assets 2018: $106,5122018Assets 2019: $119,864Liabilities 2019: $365Net Assets 2019: $119,4992019Assets 2020: $113,876Net Assets 2020: $113,8762020Assets 2021: $117,728Net Assets 2021: $117,7282021Assets 2022: $155,560Net Assets 2022: $155,5602022Assets 2023: $145,713Net Assets 2023: $145,7132023Assets 2024: $118,155Net Assets 2024: $118,1552024

Highlighted filing

2024

Assets$118,155
Liabilities-
Net Assets$118,155
Open 2024 Filing

Operations Trend

Revenue Growth57th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $65,838Expenses 2011: $76,436Net Income 2011: -$10,5982011Revenue 2012: $67,851Expenses 2012: $75,911Net Income 2012: -$8,0602012Revenue 2013: $72,087Expenses 2013: $61,488Net Income 2013: $10,5992013Revenue 2014: $108,670Expenses 2014: $97,281Net Income 2014: $11,3892014Revenue 2015: $111,834Expenses 2015: $98,764Net Income 2015: $13,0702015Revenue 2016: $125,642Expenses 2016: $104,395Net Income 2016: $21,2472016Revenue 2017: $103,765Expenses 2017: $94,570Net Income 2017: $9,1952017Revenue 2018: $137,028Expenses 2018: $111,192Net Income 2018: $25,8362018Revenue 2019: $140,033Expenses 2019: $116,658Net Income 2019: $23,3752019Revenue 2020: $105,659Expenses 2020: $110,020Net Income 2020: -$4,3612020Revenue 2021: $59,591Expenses 2021: $55,739Net Income 2021: $3,8522021Revenue 2022: $141,723Expenses 2022: $103,893Net Income 2022: $37,8302022Revenue 2023: $192,155Expenses 2023: $202,001Net Income 2023: -$9,8462023Revenue 2024: $108,589Expenses 2024: $136,199Net Income 2024: -$27,6102024

Highlighted filing

2024

Revenue$108,589
Expenses$136,199
Net Income-$27,610
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$118,155
Liabilities
-
Net assets
$118,155
Revenue
$108,589
Expenses
$136,199
Net income
-$27,610
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.18$1.18$1.09$1.36$0.28
2023Detailed filing. Detailed filing data is available for this year.$1.46$1.46$1.92$2.02$0.10
2022Detailed filing. Detailed filing data is available for this year.$1.56$1.56$1.42$1.04$0.38
2021Detailed filing. Detailed filing data is available for this year.$1.18$1.18$0.60$0.56$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.14$1.14$1.06$1.10$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.19$1.40$1.17$0.23
2018Detailed filing. Detailed filing data is available for this year.$1.08$0.01$1.07$1.37$1.11$0.26
2017Detailed filing. Detailed filing data is available for this year.$0.81$0.01$0.81$1.04$0.95$0.09
2016Detailed filing. Detailed filing data is available for this year.$0.71$0.71$1.26$1.04$0.21
2015Detailed filing. Detailed filing data is available for this year.$0.53$0.53$1.12$0.99$0.13
2014Detailed filing. Detailed filing data is available for this year.$0.40$0.40$1.09$0.97$0.11
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.28$0.28$0.72$0.61$0.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.16$0.16$0.68$0.76$0.08
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.24$0.24$0.66$0.76$0.11
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Dec 19, 2024
Return Version
2023v5.0
Gross Receipts
$108,589
Mission and Program Overview

Mission

To operate toddler & preschool educational classes for children using the montessori method.

Program Services

DescriptionGrantsExpenses
TO OPERATE TODDLER & PRESCHOOL EDUCATIONAL CLASSES FOR CHILDREN USING THE MONTESSORI METHOD.-$129,374
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHANE HILLPresident-$0--
BRANDON PERALESVice-Preside-$0--
BRETT HAGENBUCHTreasurer-$0--
KATE PETROZZINISecretary-$0--
GRACE WINKLERFundraiser-$0--
AARON BOBBITTFacilities-$0--
ARIEL SPICERMarketing &-$0--
Filing and Contact Details

Filer

Filer Name
Montessori Society of Lancaster
EIN
31-0793444
Phone
7406870592
Address
1111 W FAIR AVE, LANCASTER, OH 43130

Signing Officer

Name
Brett Hagenbuch
Title
Treasurer
Phone
7406531895
Signed
2024-12-19
Discuss with paid preparer
Yes

Preparer

Firm
Delaney & Co Cpas
Address
1707 LANCASTER - NEWARK RD NE, LANCASTER, OH 43130
Preparer
Ronald W Delaney CPA
Phone
7406537301
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses advertising 208 dues & subscriptions 100 software 1,687 office expense 288 travel 3,684 property & liability 3,571 non-investment depreciation 11 total 9,549”

Form 990-ez, Part I, Line 20

“Prior period adjustment 50”

Form 990-ez, Part II, Line 24

“8,581 8,581 less accumulated depreciation 8,450 8,461 total 131 120”

Form 990-ez, Part III

“To operate toddler & preschool educational classes for children using the montessori method.”

Raw XML Appendix158 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE-PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4FUNDRAISER
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0131
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IRS990EZ/OtherChangesInNetAssetsAmt050
IRS990EZ/OtherExpensesTotalAmt09549
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SalariesOtherCompEmplBnftAmt094329
IRS990EZ/SchoolOperatingInd0true
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IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
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IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0RACIAL NONDISCRIMINATION POLICY IS INCLUDED ON ALL SOLICITATION MATERIALS INCLUDING BROCHURES, REGISTRATION FORMS, ETC... NO BROADCAST OR NEWSPAPER SOLICITATIONS ARE USED BY THE ORGANIZATION, HOWEVER.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADVERTISING 208 DUES & SUBSCRIPTIONS 100 SOFTWARE 1,687 OFFICE EXPENSE 288 TRAVEL 3,684 PROPERTY & LIABILITY 3,571 NON-INVESTMENT DEPRECIATION 11 TOTAL 9,549
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ReturnHeader/BuildTS02024-10-15 13:58:12Z
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ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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