Civic Intelligence

Horizon Montessori School

EIN 34-1121877 • 501(c)3 • Cleveland Heights, OH

View Organization Page

Profile

To provide educational services to children from 18 months through kindergarten age using a Montessori developmental approach.

3175 Mayfield RoadCleveland Heights, OH 44118

www.horizonmontessori.com

Siviq Scores

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

Liabilities / Assets

58th percentile

0.04x

Higher debt load relative to assets than 58% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

68th percentile

0.09x

Higher debt load relative to revenue than 68% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Net Margin

35th percentile

-2.3%

Higher net margin than 35% of similar nonprofits.

501(c)3 • $500k-$1M 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

49th percentile

2.9%

Faster asset growth than 49% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2025

Revenue Growth

48th percentile

5.6%

Faster revenue growth than 48% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2025

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$918,389

Up $14,451 (+1.6%) from 2024

Liabilities

Up

$40,111

Up $8,077 (+25%) from 2024

Net Assets

Up

$878,278

Up $6,374 (+0.7%) from 2024

Operations
Liabilities / Revenue68th percentileNet Margin35th percentile

Revenue

Down

$445,937

Down $43,942 (-9.0%) from 2024

Expenses

Up

$456,115

Up $24,242 (+5.6%) from 2024

Net Income

Down

-$10,178

Down $68,184 (-118%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth49th percentile

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

$1.0M$500K$0Assets 2013: $665,415Liabilities 2013: $87,182Net Assets 2013: $578,2332013Assets 2014: $694,302Liabilities 2014: $80,993Net Assets 2014: $613,3092014Assets 2015: $705,527Liabilities 2015: $60,602Net Assets 2015: $644,9252015Assets 2016: $713,778Liabilities 2016: $48,298Net Assets 2016: $665,4802016Assets 2017: $684,217Liabilities 2017: $66,935Net Assets 2017: $617,2822017Assets 2018: $676,219Liabilities 2018: $66,343Net Assets 2018: $609,8762018Assets 2019: $642,904Liabilities 2019: $40,287Net Assets 2019: $602,6172019Assets 2020: $625,728Liabilities 2020: $69,698Net Assets 2020: $556,0302020Assets 2021: $740,315Liabilities 2021: $92,863Net Assets 2021: $647,4522021Assets 2022: $896,372Liabilities 2022: $73,733Net Assets 2022: $822,6392022Assets 2023: $868,074Liabilities 2023: $62,465Net Assets 2023: $805,6092023Assets 2024: $903,938Liabilities 2024: $32,034Net Assets 2024: $871,9042024Assets 2025: $918,389Liabilities 2025: $40,111Net Assets 2025: $878,2782025

Highlighted filing

2025

Assets$918,389
Liabilities$40,111
Net Assets$878,278
Open 2025 Filing

Operations Trend

Revenue Growth48th percentile

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

$600K$400K$200K$0-$200KExpenses 2013: $402,3302013Revenue 2014: $453,135Expenses 2014: $418,059Net Income 2014: $35,0762014Revenue 2015: $445,244Expenses 2015: $413,628Net Income 2015: $31,6162015Revenue 2016: $469,566Expenses 2016: $436,625Net Income 2016: $32,9412016Revenue 2017: $374,438Expenses 2017: $422,636Net Income 2017: -$48,1982017Revenue 2018: $400,971Expenses 2018: $430,710Net Income 2018: -$29,7392018Revenue 2019: $386,003Expenses 2019: $393,261Net Income 2019: -$7,2582019Revenue 2020: $292,038Expenses 2020: $335,680Net Income 2020: -$43,6422020Revenue 2021: $330,592Expenses 2021: $229,467Net Income 2021: $101,1252021Revenue 2022: $521,206Expenses 2022: $310,285Net Income 2022: $210,9212022Revenue 2023: $400,010Expenses 2023: $408,987Net Income 2023: -$8,9772023Revenue 2024: $489,879Expenses 2024: $431,873Net Income 2024: $58,0062024Revenue 2025: $445,937Expenses 2025: $456,115Net Income 2025: -$10,1782025

Highlighted filing

2025

Revenue$445,937
Expenses$456,115
Net Income-$10,178
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$918,389
Liabilities
$40,111
Net assets
$878,278
Revenue
$445,937
Expenses
$456,115
Net income
-$10,178
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$9.18$0.40$8.78$4.46$4.56$0.10
2024Detailed filing. Detailed filing data is available for this year.$9.04$0.32$8.72$4.90$4.32$0.58
2023Detailed filing. Detailed filing data is available for this year.$8.68$0.62$8.06$4.00$4.09$0.09
2022Detailed filing. Detailed filing data is available for this year.$8.96$0.74$8.23$5.21$3.10$2.11
2021Detailed filing. Detailed filing data is available for this year.$7.40$0.93$6.47$3.31$2.29$1.01
2020Detailed filing. Detailed filing data is available for this year.$6.26$0.70$5.56$2.92$3.36$0.44
2019Detailed filing. Detailed filing data is available for this year.$6.43$0.40$6.03$3.86$3.93$0.07
2018Detailed filing. Detailed filing data is available for this year.$6.76$0.66$6.10$4.01$4.31$0.30
2017Detailed filing. Detailed filing data is available for this year.$6.84$0.67$6.17$3.74$4.23$0.48
2016Detailed filing. Detailed filing data is available for this year.$7.14$0.48$6.65$4.70$4.37$0.33
2015Detailed filing. Detailed filing data is available for this year.$7.06$0.61$6.45$4.45$4.14$0.32
2014Detailed filing. Detailed filing data is available for this year.$6.94$0.81$6.13$4.53$4.18$0.35
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.65$0.87$5.78$4.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2024 to Aug 31, 2025
Signed
Nov 25, 2025
Return Version
2024v5.2
Gross Receipts
$445,937
Mission and Program Overview

Mission

To provide educational services to children from 10 months through kindergarten age using a Montessori developmental approach.

To provide educational services to children from 18 months through kindergarten age using a Montessori developmental approach.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$871,904$878,278▲ $6,374
Investments in Publicly Traded Securities$503,945$544,895▲ $40,950
Cash and Non-Interest-Bearing Accounts$244,607$225,360▼ $19,247
Land, Buildings, and Equipment, Net$155,359$148,107▼ $7,252
Prepaid Expenses and Deferred Charges$27$27→ $0
Total Assets$903,938$918,389▲ $14,451
Liabilities
Deferred Revenue$31,967$40,111▲ $8,144
Accounts Payable and Accrued Expenses$67--
Total Liabilities$32,034$40,111▲ $8,077
Net Assets / Fund Balance
Total Net Assets Fund Balance$871,904$878,278▲ $6,374
Total Liabilities and Net Assets / Fund Balance$903,938$918,389▲ $14,451

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$148,107$173,190$321,297
Equipment-$17,991$17,991
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Diane RobertoExecutive DirectorPT$75,000$75,000

Board Members and Trustees

NameTitle
Daniel SchmidtPresident
Jeff LucierVice President
Brendan LucasTrustee / Member
Carla Chokel MacklinTrustee / Member
Charles ZellmerTrustee / Member
Fiona Payne WollmanTrustee / Member
Mitchell OpalichTrustee / Member
Chauncey KellerSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$21,984
Program Service Revenue
$399,555
Investment Income
$24,398
Other Revenue
$0
All Other Contributions
$21,984
Change in Net Assets
$-10,178
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$306,748
Other Expenses$149,367
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$152,896$45,533-$198,429
Current Officers, Directors, Trustees, and Key Employees$60,000$15,000-$75,000
Occupancy$31,200$7,800-$39,000
Payroll Taxes$17,282$4,923-$22,205
All Other Expenses$6,379$10,065-$16,444
Insurance$7,054$1,764-$8,818
Pension Plan Contributions$6,530$1,860-$8,390
Other Expenses$7,961$2,557-$7,961
Office Expenses$734$6,655-$7,389
Depreciation Depletion-$7,252-$7,252
Fees for Services Accounting-$5,759-$5,759
Information Technology-$3,139-$3,139
Other Employee Benefits$2,120$604-$2,724
Total Functional Expenses$329,645$126,470$0$456,115
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

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Diane RobertoExecutive DirectorFacility Lease AgreementNo$39,000
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
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
Yes
Business relationship with family members
Yes
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
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, Part VI, Section B, Line 12C

“The board has an annual discussion at its fall meeting regarding board issues. Any individual member conflict of interest is disclosed at that time.”

Filing and Contact Details

Filer

Filer Name
Horizon Montessori School
EIN
34-1121877
In Care Of
% Diane Roberto
Phone
2163219034
Address
3175 Mayfield Road, Cleveland Heights, OH 44118
Doing Business As
Horizon Montessori School

Signing Officer

Name
Diane Roberto
Title
Executive Director
Phone
2163219034
Signed
2025-11-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Diane Roberto
Formed
1973
Legal Domicile
Oh
Voting Board Members
8
Independent Board Members
8
Employees
9
Volunteers
15

Preparer

Firm
Glavic Grassi CPA Inc
Address
6351 Ravenna Road, Concord Township, OH 44077
Preparer
Belinda G Grassi
Phone
4404871599
Supplemental Narrative

Additional Explanations

Form 990, Part V, Section B, Line 11B

“The Executive Director is provided with a draft copy of the Form 990. The board of directors is then provided with a copy for final review prior to the form being finalized and sbmitted to the I.R.S.”

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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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IRS990/OtherSalariesAndWagesGrp/TotalAmt0198429
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt04923
IRS990/PayrollTaxesGrp/ProgramServicesAmt017282
IRS990/PayrollTaxesGrp/TotalAmt022205
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt01860
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt06530
IRS990/PensionPlanContributionsGrp/TotalAmt08390
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt027
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt027
IRS990/PrincipalOfficerNm0Diane Roberto
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/BusinessCd1611600
IRS990/ProgramServiceRevenueGrp/Desc0Tuition Programs
IRS990/ProgramServiceRevenueGrp/Desc1Miscellaneous Fees Reimbursements
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0397027
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt14917
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0397027
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt14917
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt053732
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0149163
IRS990/PYOtherRevenueAmt056860
IRS990/PYProgramServiceRevenueAmt0379287
IRS990/PYRevenuesLessExpensesAmt058006
IRS990/PYSalariesCompEmpBnftPaidAmt0282710
IRS990/PYTotalExpensesAmt0431873
IRS990/PYTotalRevenueAmt0489879
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-10178
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0399555
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0871904
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0878278
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/DepreciationAmt017991
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt017991
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0148107
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0173190
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0321297
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0148107
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
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
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0Diane Roberto
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0Executive Director
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt039000
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0Facility Lease Agreement
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Executive Director is provided with a draft copy of the Form 990. The board of directors is then provided with a copy for final review prior to the form being finalized and sbmitted to the I.R.S.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The board has an annual discussion at its fall meeting regarding board issues. Any individual member conflict of interest is disclosed at that time.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part V, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 12c
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OH
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0903938
IRS990/TotalAssetsEOYAmt0918389
IRS990/TotalAssetsGrp/BOYAmt0903938
IRS990/TotalAssetsGrp/EOYAmt0918389
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt021984
IRS990/TotalEmployeeCnt09
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0126470
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0329645
IRS990/TotalFunctionalExpensesGrp/TotalAmt0456115
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt032034
IRS990/TotalLiabilitiesEOYAmt040111
IRS990/TotalLiabilitiesGrp/BOYAmt032034
IRS990/TotalLiabilitiesGrp/EOYAmt040111
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0871904
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0878278
IRS990/TotalProgramServiceExpensesAmt0329645
IRS990/TotalProgramServiceRevenueAmt0399555
IRS990/TotalReportableCompFromOrgAmt075000
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0423953
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0445937
IRS990/TotalVolunteersCnt015
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0903938
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0918389
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03175 Mayfield Road
IRS990/USAddress/CityNm0Cleveland Heights
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd044118
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0http://www.horizonmontessori.com
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Diane Roberto
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/PhoneNum02163219034
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Horizon Montessori School
ReturnHeader/Filer/BusinessNameControlTxt0HORI
ReturnHeader/Filer/EIN0341121877
ReturnHeader/Filer/InCareOfNm0% Diane Roberto
ReturnHeader/Filer/PhoneNum02163219034
ReturnHeader/Filer/USAddress/AddressLine1Txt03175 Mayfield Road
ReturnHeader/Filer/USAddress/CityNm0Cleveland Heights
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH

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