Civic Intelligence

Enon Montessori

EIN 31-1713063 • 501(c)3 • Fairborn, OH

Profile

The purpose of the school is to teach 30+ students to be respectful, to have strong values and relationships in society and to be academically ahead in reading, writing, science and mathematics.

8001 Dayton Springfield RdFairborn, OH 45324
Siviq Scores

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

Liabilities / Assets

94th percentile

1.09x

Higher debt load relative to assets than 94% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

80th percentile

0.08x

Higher debt load relative to revenue than 80% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

24th percentile

-19%

Higher net margin than 24% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

12th percentile

-76%

Faster asset growth than 12% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

40th percentile

-10%

Faster revenue growth than 40% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$34,709

Down $110,692 (-76%) from 2022

Liabilities

Down

$37,776

Down $15,851 (-30%) from 2022

Net Assets

Down

-$3,067

Down $94,841 (-103%) from 2022

Revenue

Down

$496,363

Down $56,352 (-10%) from 2022

Expenses

Up

$591,204

Up $132,175 (+29%) from 2022

Net Income

Down

-$94,841

Down $188,527 (-201%) from 2022

Trend Graphs

Balance Sheet Trend

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

$150K$100K$50K$0-$50KAssets 2017: $21,568Liabilities 2017: $0Net Assets 2017: $21,5682017Assets 2018: $47,735Liabilities 2018: $0Net Assets 2018: $47,7352018Assets 2019: $65,621Liabilities 2019: $0Net Assets 2019: $65,6212019Assets 2020: $70,261Liabilities 2020: $20,810Net Assets 2020: $49,4512020Assets 2021: $15,072Liabilities 2021: $16,744Net Assets 2021: -$1,6722021Assets 2022: $145,401Liabilities 2022: $53,627Net Assets 2022: $91,7742022Assets 2023: $34,709Liabilities 2023: $37,776Net Assets 2023: -$3,0672023

Highlighted filing

2023

Assets$34,709
Liabilities$37,776
Net Assets-$3,067

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2017: $178,297Expenses 2017: $165,751Net Income 2017: $12,5462017Revenue 2018: $215,781Expenses 2018: $189,614Net Income 2018: $26,1672018Revenue 2019: $210,479Expenses 2019: $192,593Net Income 2019: $17,8862019Revenue 2020: $178,192Expenses 2020: $194,362Net Income 2020: -$16,1702020Revenue 2021: $304,876Expenses 2021: $355,999Net Income 2021: -$51,1232021Revenue 2022: $552,715Expenses 2022: $459,029Net Income 2022: $93,6862022Revenue 2023: $496,363Expenses 2023: $591,204Net Income 2023: -$94,8412023

Highlighted filing

2023

Revenue$496,363
Expenses$591,204
Net Income-$94,841

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 30, 2024
Return Version
2023v6.0
Gross Receipts
$496,363
Mission and Program Overview

Mission

The purpose of the school is to teach 30+ students to be respectful, to have strong values and relationships in society and to be academically ahead in reading, writing, science and mathematics.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$135,625$29,728▼ $105,897
Land, Buildings, and Equipment, Net$9,776$4,981▼ $4,795
Rtn Earn Endowment Incm Other Fnds$91,774$-3,067▼ $94,841
Total Assets$145,401$34,709▼ $110,692
Liabilities
Grants Payable$41,200--
Mortgage Notes Payable Secured by Investment Property$12,427$37,776▲ $25,349
Total Liabilities$53,627$37,776▼ $15,851
Net Assets / Fund Balance
Total Net Assets Fund Balance$91,774$-3,067▼ $94,841
Total Liabilities and Net Assets / Fund Balance$145,401$34,709▼ $110,692

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$4,981$36,639-
Compensation and Service Providers

Board Members and Trustees

NameTitle
Megan SweitzerChairperson of Board
Amanda OrtegaFundraising Chair
Brad HopkinsVice Chairperson of Board
Ronnie PayneAssistant Treasurer
Haley MoodySecretary
Candace McLemoreTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$76,169
Program Service Revenue
$420,194
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-94,841
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$483,573
Other Expenses$107,631
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$441,372--$441,372
Payroll Taxes$42,201--$42,201
Occupancy$37,084--$37,084
Office Expenses-$13,510-$13,510
Insurance-$7,385-$7,385
Depreciation Depletion$4,795--$4,795
Other Expenses$37,713$1,148-$1,148
Interest$840--$840
Total Functional Expenses$564,005$27,199$0$591,204
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 governing body review Part VI line 11

The form 990 was reviewed by the board, prior to the 990 filing deadline. If there had not been a scheduled board meeting, a special meeting would have been scheduled for the board to review the form 990, prior to filing.

Governing documents etc available to public Part VI line 19

The organization does not make its governing documents available to the public. The organizations financial information is available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Enon Montessori
EIN
31-1713063
Address
8001 Dayton Springfield Rd, Fairborn, OH 45324

Signing Officer

Name
Carrie Martin
Title
Education Direc
Phone
9378645530
Signed
2024-10-30
Discuss with paid preparer
Yes

Organization Details

Formed
2000
Legal Domicile
Oh
Voting Board Members
6
Independent Board Members
0
Employees
31

Preparer

Firm
Rudys Accounting & Tax Service
Address
5414 Hunter Rd, Enon, OH 45323
Preparer
David Rudy
Phone
9378642510
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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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ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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