Civic Intelligence

Community Montessori School Inc.

EIN 35-2031219 • 501(c)3 • Fishers, IN

Pub. 78 Eligible

Profile

To provide preschool through elementary education according to the montessori principles for children ages 18 months to 12 years old and provide thoughtful guidance in a prepared environment for childhood development.

9069 E 141st StreetFishers, IN 46038

www.cmsindiana.org

Siviq Scores

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

Liabilities / Assets

92nd percentile

0.95x

Higher debt load relative to assets than 92% of similar nonprofits.

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

Liabilities / Revenue

94th percentile

2.69x

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

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

Net Margin

21st percentile

-12%

Higher net margin than 21% 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

21st percentile

-5.5%

Faster asset growth than 21% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2025

Revenue Growth

36th percentile

0.3%

Faster revenue growth than 36% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2025

Assets

Down

$1,611,669

Down $60,526 (-3.6%) from 2024

Liabilities

Up

$1,526,436

Up $5,056 (+0.3%) from 2024

Net Assets

Down

$85,233

Down $65,582 (-43%) from 2024

Revenue

Up

$567,601

Up $56,327 (+11%) from 2024

Expenses

Up

$633,183

Up $11,696 (+1.9%) from 2024

Net Income

Up

-$65,582

Up $44,631 (+40%) from 2024

Trend Graphs

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KAssets 2010: $157,681Liabilities 2010: $159,785Net Assets 2010: -$2,1042010Assets 2012: $230,502Liabilities 2012: $151,462Net Assets 2012: $79,0402012Assets 2013: $140,413Liabilities 2013: $49,726Net Assets 2013: $90,6872013Assets 2021: $1,931,393Liabilities 2021: $1,589,883Net Assets 2021: $341,5102021Assets 2022: $1,876,237Liabilities 2022: $1,567,359Net Assets 2022: $308,8782022Assets 2023: $1,804,262Liabilities 2023: $1,543,234Net Assets 2023: $261,0282023Assets 2024: $1,672,195Liabilities 2024: $1,521,380Net Assets 2024: $150,8152024Assets 2025: $1,611,669Liabilities 2025: $1,526,436Net Assets 2025: $85,2332025

Highlighted filing

2025

Assets$1,611,669
Liabilities$1,526,436
Net Assets$85,233

Operations Trend

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

$800K$600K$400K$200K$0-$200KExpenses 2010: $592,5352010Expenses 2012: $595,3572012Expenses 2013: $541,9372013Revenue 2021: $668,376Expenses 2021: $543,343Net Income 2021: $125,0332021Revenue 2022: $524,445Expenses 2022: $557,077Net Income 2022: -$32,6322022Revenue 2023: $564,095Expenses 2023: $611,945Net Income 2023: -$47,8502023Revenue 2024: $511,274Expenses 2024: $621,487Net Income 2024: -$110,2132024Revenue 2025: $567,601Expenses 2025: $633,183Net Income 2025: -$65,5822025

Highlighted filing

2025

Revenue$567,601
Expenses$633,183
Net Income-$65,582

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 24, 2025
Return Version
2024v5.0
Gross Receipts
$579,644
Mission and Program Overview

Mission

To provide preschool through elementary education according to the montessori principles for children ages 18 months to 12 years old and provide thoughtful guidance in a prepared environment for childhood development.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,526,590$1,491,965▼ $34,625
Cash and Non-Interest-Bearing Accounts$100,743$66,420▼ $34,323
Accounts Receivable$44,862$53,284▲ $8,422
Total Assets$1,672,195$1,611,669▼ $60,526
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,520,419$1,493,183▼ $27,236
Unsecured Notes Loans Payable-$33,253-
Accounts Payable and Accrued Expenses$961--
Total Liabilities$1,521,380$1,526,436▲ $5,056
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$150,815$85,233▼ $65,582
Total Net Assets Fund Balance$150,815$85,233▼ $65,582
Total Liabilities and Net Assets / Fund Balance$1,672,195$1,611,669▼ $60,526

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$1,107,740$293,945$1,401,685
Land$384,225-$384,225
Compensation and Service Providers

Board Members and Trustees

NameTitle
Joni BaumgardnerPresident
Carrie FontaninHead Element
Josie Modic-bandaHead Primary
Kate BenderHead Toddler
Laurie NelsonSecretary
Craig WilliamsTreasurer
Cory BelilesVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$2,452
Program Service Revenue
$557,333
Investment Income
$0
Other Revenue
$7,816
All Other Contributions
$2,452
Change in Net Assets
$-65,582
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$344,602
Other Expenses$288,581
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$271,804$47,965-$319,769
Interest-$104,115-$104,115
Occupancy$54,058$9,541-$63,599
Depreciation Depletion$34,625--$34,625
Payroll Taxes$21,108$3,725-$24,833
Insurance$16,044$2,831-$18,875
Advertising$6,646--$6,646
Fees for Services Accounting-$5,815-$5,815
Other Expenses$2,158$699-$2,158
All Other Expenses$1,807$287-$2,094
Office Expenses-$1,593-$1,593
Fees for Services Other-$969-$969
Information Technology-$403-$403
Travel$85--$85
Total Functional Expenses$449,975$183,208$0$633,183
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$19,859
Fundraising Direct Expenses$12,043
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraising$19,859$19,859$12,043$7,816
Total Events$19,859$19,859$12,043$7,816
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
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
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, Page 6, Part VI, Line 7A

The membership of the corporation is composed of families of children enrolled in the school with current tuition status. Members meet at the annual meeting to elect the board of directors who manage the affairs of the corporation.

Form 990, Page 6, Part VI, Line 11B

Form 990 is provided for review to the administrator or treasurer prior to the filing the return and is signed by an authorized officer of the corporation.

Form 990, Page 6, Part VI, Line 19

The organization will make copies of its governing documents, conflict of interest policy, financial statements or form 990 available to the public for inspection upon request.

Filing and Contact Details

Filer

Filer Name
Community Montessori School Inc
EIN
35-2031219
Phone
3177748551
Address
9069 E 141ST STREET, FISHERS, IN 46038

Signing Officer

Name
Joni Baumgardner
Title
President
Phone
3175157693
Signed
2025-11-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joni Baumgardner
Formed
1997
Legal Domicile
In
Voting Board Members
7
Independent Board Members
7
Employees
9

Preparer

Firm
Long & Associates Pc
Address
8388 E 116TH ST SUITE A, FISHERS, IN 46038-9370
Preparer
Thomas R Long CPA
Phone
3175775975
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

To provide preschool through elementary education according to the montessori principles for children ages 18 months to 12 years old and provide thoughtful guidance in a prepared environment for childhood development.

Form 990, Page 2, Part III, Line 4D

The school has consistently established and developed school curriculum and educational programs for students under the guidance and methods employed by dr. Marie m. Montessori.

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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE SCHOOL HAS CONSISTENTLY ESTABLISHED AND DEVELOPED SCHOOL CURRICULUM AND EDUCATIONAL PROGRAMS FOR STUDENTS UNDER THE GUIDANCE AND METHODS EMPLOYED BY DR. MARIE M. MONTESSORI.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE MEMBERSHIP OF THE CORPORATION IS COMPOSED OF FAMILIES OF CHILDREN ENROLLED IN THE SCHOOL WITH CURRENT TUITION STATUS. MEMBERS MEET AT THE ANNUAL MEETING TO ELECT THE BOARD OF DIRECTORS WHO MANAGE THE AFFAIRS OF THE CORPORATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FORM 990 IS PROVIDED FOR REVIEW TO THE ADMINISTRATOR OR TREASURER PRIOR TO THE FILING THE RETURN AND IS SIGNED BY AN AUTHORIZED OFFICER OF THE CORPORATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION WILL MAKE COPIES OF ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS OR FORM 990 AVAILABLE TO THE PUBLIC FOR INSPECTION UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JONI BAUMGARDNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03175157693
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0COMMUNITY MONTESSORI SCHOOL INC
ReturnHeader/Filer/BusinessNameControlTxt0COMM
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ReturnHeader/Filer/PhoneNum03177748551
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LONG & ASSOCIATES PC
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ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS R LONG CPA
ReturnHeader/ReturnTs02025-11-24T12:57:16-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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