Civic Intelligence

Montessori School of Westfield PTO Inc

EIN 35-2123293 • 501(c)3 • Westfield, IN

Profile

Parents support of the school and teachers

800 Sycamore StreetWestfield, IN 46074-8904

www.montessorischoolofwestfield.com

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

96th percentile

85%

Higher net margin than 96% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

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 2024

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$88,317

Up $67,068 (+316%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$88,317

Up $67,068 (+316%) from 2016

Operations
Liabilities / RevenueScore unavailableNet Margin96th percentile

Revenue

Up

$49,003

Up $30,823 (+170%) from 2016

Expenses

Down

$7,342

Down $9,032 (-55%) from 2016

Net Income

Up

$41,661

Up $39,855 (+2207%) from 2016

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$100K$50K$0Assets 2012: $21,014Net Assets 2012: $21,0142012Assets 2013: $12,848Net Assets 2013: $12,8482013Assets 2014: $16,081Net Assets 2014: $16,0812014Assets 2015: $19,443Net Assets 2015: $19,4432015Assets 2016: $21,249Net Assets 2016: $21,2492016Assets 2024: $88,317Net Assets 2024: $88,3172024

Highlighted filing

2024

Assets$88,317
Liabilities-
Net Assets$88,317
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$60K$40K$20K$0-$20KRevenue 2012: -$11,4652012Revenue 2013: -$4,651Expenses 2013: $3,515Net Income 2013: -$8,1662013Revenue 2014: $8,593Expenses 2014: $5,359Net Income 2014: $3,2342014Revenue 2015: $23,030Expenses 2015: $16,134Net Income 2015: $6,8962015Revenue 2016: $18,180Expenses 2016: $16,374Net Income 2016: $1,8062016Revenue 2024: $49,003Expenses 2024: $7,342Net Income 2024: $41,6612024

Highlighted filing

2024

Revenue$49,003
Expenses$7,342
Net Income$41,661
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$88,317
Liabilities
-
Net assets
$88,317
Revenue
$49,003
Expenses
$7,342
Net income
$41,661
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$88.3$88.3$49.0$7.34$41.7
2016Detailed filing. Detailed filing data is available for this year.$21.2$21.2$18.2$16.4$1.81
2015Detailed filing. Detailed filing data is available for this year.$19.4$19.4$23.0$16.1$6.90
2014Detailed filing. Detailed filing data is available for this year.$16.1$16.1$8.59$5.36$3.23
2013Detailed filing. Detailed filing data is available for this year.$12.8$12.8$4.65$3.52$8.17
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.0$21.0$11.5
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 13, 2025
Return Version
2024v5.2
Gross Receipts
$55,537
Mission and Program Overview

Mission

Support staff and students of montessori school of westfield by providing classroom materials, sending teachers to conferences and purchasing equipment and supplies.

Parents support of the school and teachers

Program Services

DescriptionGrantsExpenses
Sending teachers to conferences and purchasing equipmentand supplies for the classrooms.$0$5,023
Middle School 8th grade trip$0$1,850
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Paxton GorsageCo-President-$0--
Beth HattonTreasurerPT$0--
Erika VladovichCo-President-$0--
Erin HarrisSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Montessori School of Westfield PTO
EIN
35-2123293
Phone
3178670158
Address
800 Sycamore Street, Westfield, IN 46074-8904

Signing Officer

Name
Beth Hatton
Title
Treasurer
Phone
3178670158
Signed
2025-05-13

Preparer

Firm
Florence Ball Teskey CPA
Address
6108 Northwood Drive, Carmel, IN 46033
Preparer
Florence Teskey
Phone
3175543334
Raw XML Appendix141 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BenefitsPaidToOrForMembersAmt06873
IRS990EZ/BooksInCareOfDetail/PersonNm0Beth Hatton
IRS990EZ/BooksInCareOfDetail/PhoneNum03178670158
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0800 Sycamore Street
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Westfield
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd046074
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt046656
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt088317
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0151
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt041661
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt046656
IRS990EZ/Form990TotalAssetsGrp/EOYAmt088317
IRS990EZ/FundraisingGrossIncomeAmt022807
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt055537
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt046656
IRS990EZ/NetAssetsOrFundBalancesEOYAmt088317
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt046656
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt088317
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Paxton Gorsage
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Beth Hatton
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Erika Vladovich
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Erin Harris
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Co-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Co-President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Parents support of the school and teachers
IRS990EZ/PrintingPublicationsPostageAmt0469
IRS990EZ/ProgramServiceRevenueAmt032579
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Sending teachers to conferences and purchasing equipmentand supplies for the classrooms.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Middle School 8th grade trip
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05023
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11850
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt06534
IRS990EZ/SpecialEventsNetIncomeLossAmt016273
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt07342
IRS990EZ/TotalProgramServiceExpensesAmt06873
IRS990EZ/TotalRevenueAmt049003
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0http://www.montessorischoolofwestfield.com
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0151
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0151
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal170Amt0151
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0151
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0151
IRS990ScheduleA/TotalSupportAmt0151
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Beth Hatton
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum03178670158
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Montessori School of Westfield PTO
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0352123293
ReturnHeader/Filer/PhoneNum03178670158
ReturnHeader/Filer/USAddress/AddressLine1Txt0800 Sycamore Street
ReturnHeader/Filer/USAddress/CityNm0Westfield
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd0460748904
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0262362215
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Florence Ball Teskey CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06108 Northwood Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Carmel
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046033
ReturnHeader/PreparerPersonGrp/PhoneNum03175543334
ReturnHeader/PreparerPersonGrp/PreparationDt02025-09-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Florence Teskey
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-09-26T06:00:46-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.