Civic Intelligence

Montessori Education Trust Inc

EIN 31-1712963 • 501(c)3 • Charlottesville, VA

Profile

To educate following the philosophy and practice of dr. Maria montessori, fostering personal independence and social responsibility in each individual. The school enrolls children ages 21 months through kindergarten and is open to children of all backgrounds.

631 Cutler LaneCharlottesville, VA 22901-3951

www.montessoriofcville.org

Siviq Scores

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

Liabilities / Assets

90th percentile

0.79x

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

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

Liabilities / Revenue

90th percentile

1.36x

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

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

Net Margin

53rd percentile

6.0%

Higher net margin than 53% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

31st percentile

-2.2%

Faster asset growth than 31% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2025

Revenue Growth

26th percentile

-6.4%

Faster revenue growth than 26% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2025

Assets

Down

$1,918,181

Down $87,326 (-4.4%) from 2024

Liabilities

Down

$1,506,387

Down $153,443 (-9.2%) from 2024

Net Assets

Up

$411,794

Up $66,117 (+19%) from 2024

Revenue

Down

$1,108,204

Down $77,098 (-6.5%) from 2024

Expenses

Down

$1,042,087

Down $163,167 (-14%) from 2024

Net Income

Up

$66,117

Up $86,069 (+431%) from 2024

Trend Graphs

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2013: $693,056Liabilities 2013: $627,428Net Assets 2013: $65,6282013Assets 2016: $670,002Liabilities 2016: $596,541Net Assets 2016: $73,4612016Assets 2017: $660,279Liabilities 2017: $561,181Net Assets 2017: $99,0982017Assets 2018: $702,130Liabilities 2018: $583,289Net Assets 2018: $118,8412018Assets 2019: $1,185,041Liabilities 2019: $1,003,526Net Assets 2019: $181,5152019Assets 2020: $1,143,831Liabilities 2020: $1,063,996Net Assets 2020: $79,8352020Assets 2021: $1,285,674Liabilities 2021: $1,067,727Net Assets 2021: $217,9472021Assets 2022: $2,048,788Liabilities 2022: $1,631,858Net Assets 2022: $416,9302022Assets 2023: $1,959,626Liabilities 2023: $1,593,997Net Assets 2023: $365,6292023Assets 2024: $2,005,507Liabilities 2024: $1,659,830Net Assets 2024: $345,6772024Assets 2025: $1,918,181Liabilities 2025: $1,506,387Net Assets 2025: $411,7942025

Highlighted filing

2025

Assets$1,918,181
Liabilities$1,506,387
Net Assets$411,794

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2013: $699,1622013Revenue 2016: $843,617Expenses 2016: $829,596Net Income 2016: $14,0212016Revenue 2017: $868,408Expenses 2017: $842,771Net Income 2017: $25,6372017Revenue 2018: $917,002Expenses 2018: $897,259Net Income 2018: $19,7432018Revenue 2019: $1,165,177Expenses 2019: $1,102,503Net Income 2019: $62,6742019Revenue 2020: $1,072,290Expenses 2020: $1,173,970Net Income 2020: -$101,6802020Revenue 2021: $1,250,311Expenses 2021: $1,112,199Net Income 2021: $138,1122021Revenue 2022: $1,349,567Expenses 2022: $1,150,584Net Income 2022: $198,9832022Revenue 2023: $1,235,875Expenses 2023: $1,287,176Net Income 2023: -$51,3012023Revenue 2024: $1,185,302Expenses 2024: $1,205,254Net Income 2024: -$19,9522024Revenue 2025: $1,108,204Expenses 2025: $1,042,087Net Income 2025: $66,1172025

Highlighted filing

2025

Revenue$1,108,204
Expenses$1,042,087
Net Income$66,117

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2024 to May 31, 2025
Signed
Sep 30, 2025
Return Version
2024v5.2
Gross Receipts
$1,108,204
Mission and Program Overview

Mission

To educate following the philosophy and practice of dr. Maria montessori, fostering personal independence and social responsibility in each individual. The school enrolls children ages 21 months through kindergarten and is open to children of all backgrounds.

To educate children of preschool age through kindergarten using the montessori curriculum.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,764,537$1,716,715▼ $47,822
Savings and Temporary Cash Investments$110,945$154,221▲ $43,276
Cash and Non-Interest-Bearing Accounts$26,274$34,284▲ $8,010
Intangible Assets$9,646$8,656▼ $990
Accounts Receivable$94,105$4,305▼ $89,800
Total Assets$2,005,507$1,918,181▼ $87,326
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,630,199$1,506,387▼ $123,812
Accounts Payable and Accrued Expenses$29,631$0▼ $29,631
Total Liabilities$1,659,830$1,506,387▼ $153,443
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$345,677$411,794▲ $66,117
Total Net Assets Fund Balance$345,677$411,794▲ $66,117
Total Liabilities and Net Assets / Fund Balance$2,005,507$1,918,181▼ $87,326

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,344,200$382,747$1,726,947
Land$365,895-$365,895
Equipment$6,620$79,953$86,573
Other Land Buildings$0$27,475$27,475
Compensation and Service Providers

Board Members and Trustees

NameTitle
Caitlin RiopelChair
Emma GivensDirector
Jim PuopoloDirector
Katie ShevlinDirector
Kimberly SaundersDirector
Vrinda AbhyankarDirector
Lindsey MunsonEmeritus Director, Non-voting
Gloria BoesenbergProgram Director, Non-voting
Kelly CarwileSecretary
Soren JonesTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$19,431
Program Service Revenue
$1,078,504
Investment Income
$2,119
Other Revenue
$8,150
All Other Contributions
$19,431
Change in Net Assets
$66,117
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$727,896
Other Expenses$270,286
Grants and Similar Amounts Paid$43,905
Total Fundraising Expense$5,904
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$443,322$49,258-$492,580
Current Officers, Directors, Trustees, and Key Employees$108,055$18,009$2,573$128,637
Interest$79,371$9,921$902$90,194
Payroll Taxes$48,931$6,117$556$55,604
Other Employee Benefits$44,946$5,618$511$51,075
Depreciation Depletion$42,955$5,369$488$48,812
Grants to Domestic Individuals$43,905--$43,905
Other Expenses$16,173$2,022$184$18,379
All Other Expenses$14,700$34$174$14,908
Insurance$9,986$1,248$113$11,347
Office Expenses$9,723$1,215$110$11,048
Occupancy$5,720$715$65$6,500
Fees for Services Legal$1,207$151$14$1,372
Fees for Services Accounting$1,179$148$13$1,340
Total Functional Expenses$934,142$102,041$5,904$1,042,087
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
No
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

An officer reviews the return and if he or she is satisfied will sign allowing the return to be efiled.

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

The organization has an annual orientation meeting with staff and a fall board meeting in which the governing body reviews the conflict of interest policy and inquires about potential conflicts.

Form 990, Part VI, Section B, Line 15

Annual review process and comparison to local organizations.

Form 990, Part VI, Section C, Line 19

Upon request the organization will schedule a meeting for their return, govenerning documents, and conflict of interest policy, to be available for inspection.

Filing and Contact Details

Filer

Filer Name
Montessori Education Trust Inc
EIN
31-1712963
Phone
4342959055
Address
631 CUTLER LANE, CHARLOTTESVILLE, VA 22901-3951

Signing Officer

Name
Soren Jones
Title
Treasurer
Phone
4342950029
Signed
2025-09-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Soren Jones
Formed
2000
Legal Domicile
Va
Voting Board Members
8
Independent Board Members
5
Employees
41
Volunteers
0

Preparer

Firm
David W Marshall CPA Pllc
Address
300 HICKMAN ROAD SUITE 300, CHARLOTTESVILLE, VA 22911
Preparer
David W Marshall CPA
Phone
4342932487
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IRS990/PayrollTaxesGrp/ProgramServicesAmt048931
IRS990/PayrollTaxesGrp/TotalAmt055604
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0SOREN JONES
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611110
IRS990/ProgramServiceRevenueGrp/Desc0TUITION AND FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01078504
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01078504
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0109559
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt043000
IRS990/PYInvestmentIncomeAmt03895
IRS990/PYOtherExpensesAmt0332040
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt01071848
IRS990/PYRevenuesLessExpensesAmt0-19952
IRS990/PYSalariesCompEmpBnftPaidAmt0830214
IRS990/PYTotalExpensesAmt01205254
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01185302
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt066117
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01086654
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0110945
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0154221
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt01344200
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0382747
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01726947
IRS990ScheduleD/EquipmentGrp/BookValueAmt06620
IRS990ScheduleD/EquipmentGrp/DepreciationAmt079953
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt086573
IRS990ScheduleD/LandGrp/BookValueAmt0365895
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0365895
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt027475
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt027475
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01716715
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd01
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0PUBLISHED IN LOCAL NEWSPAPER AND ON THE ORGANIZATION'S WEBSITE.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1VA CHILD CARE SUBSIDY: $16,907
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, PART I, LINE 6
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt043905
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt010
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0FMV
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AN OFFICER REVIEWS THE RETURN AND IF HE OR SHE IS SATISFIED WILL SIGN ALLOWING THE RETURN TO BE EFILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION HAS AN ANNUAL ORIENTATION MEETING WITH STAFF AND A FALL BOARD MEETING IN WHICH THE GOVERNING BODY REVIEWS THE CONFLICT OF INTEREST POLICY AND INQUIRES ABOUT POTENTIAL CONFLICTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ANNUAL REVIEW PROCESS AND COMPARISON TO LOCAL ORGANIZATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UPON REQUEST THE ORGANIZATION WILL SCHEDULE A MEETING FOR THEIR RETURN, GOVENERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICY, TO BE AVAILABLE FOR INSPECTION.
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 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0VA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02005507
IRS990/TotalAssetsEOYAmt01918181
IRS990/TotalAssetsGrp/BOYAmt02005507
IRS990/TotalAssetsGrp/EOYAmt01918181
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt019431
IRS990/TotalEmployeeCnt041
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt05904
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0102041
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0934142
IRS990/TotalFunctionalExpensesGrp/TotalAmt01042087
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01659830
IRS990/TotalLiabilitiesEOYAmt01506387
IRS990/TotalLiabilitiesGrp/BOYAmt01659830
IRS990/TotalLiabilitiesGrp/EOYAmt01506387
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0345677
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0411794
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0934142
IRS990/TotalProgramServiceRevenueAmt01078504
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt02119
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01086654
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01108204
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02005507
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01918181
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0631 CUTLER LAND
IRS990/USAddress/CityNm0CHARLOTTESVILLE
IRS990/USAddress/StateAbbreviationCd0VA
IRS990/USAddress/ZIPCd022901
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.MONTESSORIOFCVILLE.ORG
IRS990/WhistleblowerPolicyInd00

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