Civic Intelligence

West Suburban Montessori School Inc.

EIN 36-3586982 • 501(c)3 • Oak Park, IL

Pub. 78 Eligible

Profile

The organization is dedicated to the educational and development enrichment of children as characterized by philosophy, teachings, and principles of maria montessori.

1039 S East AvenueOak Park, IL 60304

www.wsms.org

Siviq Scores

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

Liabilities / Assets

48th percentile

0.05x

Higher debt load relative to assets than 48% of similar nonprofits.

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

Liabilities / Revenue

50th percentile

0.07x

Higher debt load relative to revenue than 50% of similar nonprofits.

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

Net Margin

54th percentile

6.6%

Higher net margin than 54% of similar nonprofits.

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

Top Officer Pay

86th percentile

$169,023

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 10.6% of source-year revenue.

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

Asset Growth

52nd percentile

4.2%

Faster asset growth than 52% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

38th percentile

0.8%

Faster revenue growth than 38% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Assets

Up

$2,193,370

Up $88,821 (+4.2%) from 2024

Liabilities

Down

$118,839

Down $16,846 (-12%) from 2024

Net Assets

Up

$2,074,531

Up $105,667 (+5.4%) from 2024

Revenue

Up

$1,599,470

Up $12,312 (+0.8%) from 2024

Expenses

Up

$1,493,803

Up $16,643 (+1.1%) from 2024

Net Income

Down

$105,667

Down $4,331 (-3.9%) 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: $880,732Liabilities 2013: $232,562Net Assets 2013: $648,1702013Assets 2019: $1,389,794Liabilities 2019: $173,482Net Assets 2019: $1,216,3122019Assets 2020: $1,487,292Liabilities 2020: $290,212Net Assets 2020: $1,197,0802020Assets 2021: $1,612,813Liabilities 2021: $335,986Net Assets 2021: $1,276,8272021Assets 2022: $1,730,114Liabilities 2022: $149,275Net Assets 2022: $1,580,8392022Assets 2023: $2,002,835Liabilities 2023: $143,969Net Assets 2023: $1,858,8662023Assets 2024: $2,104,549Liabilities 2024: $135,685Net Assets 2024: $1,968,8642024Assets 2025: $2,193,370Liabilities 2025: $118,839Net Assets 2025: $2,074,5312025

Highlighted filing

2025

Assets$2,193,370
Liabilities$118,839
Net Assets$2,074,531

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2013: $760,5862013Revenue 2019: $1,397,206Expenses 2019: $1,319,200Net Income 2019: $78,0062019Revenue 2020: $1,346,514Expenses 2020: $1,365,746Net Income 2020: -$19,2322020Revenue 2021: $1,335,955Expenses 2021: $1,256,208Net Income 2021: $79,7472021Revenue 2022: $1,635,319Expenses 2022: $1,331,306Net Income 2022: $304,0132022Revenue 2023: $1,696,853Expenses 2023: $1,418,826Net Income 2023: $278,0272023Revenue 2024: $1,587,158Expenses 2024: $1,477,160Net Income 2024: $109,9982024Revenue 2025: $1,599,470Expenses 2025: $1,493,803Net Income 2025: $105,6672025

Highlighted filing

2025

Revenue$1,599,470
Expenses$1,493,803
Net Income$105,667

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2024 to May 31, 2025
Signed
Oct 31, 2025
Return Version
2024v5.2
Gross Receipts
$1,599,470
Mission and Program Overview

Mission

The organization is dedicated to the educational and development enrichment of children as characterized by philosophy, teachings, and principles of maria montessori.

Educational & developmental enrichment of children.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,368,571$1,410,099▲ $41,528
Land, Buildings, and Equipment, Net$671,261$689,213▲ $17,952
Cash and Non-Interest-Bearing Accounts$45,231$51,699▲ $6,468
Prepaid Expenses and Deferred Charges$12,452$24,809▲ $12,357
Accounts Receivable$7,034$17,550▲ $10,516
Total Assets$2,104,549$2,193,370▲ $88,821
Liabilities
Accounts Payable and Accrued Expenses$66,637$55,001▼ $11,636
Deferred Revenue$44,295$52,968▲ $8,673
Mortgage Notes Payable Secured by Investment Property$24,753$10,870▼ $13,883
Total Liabilities$135,685$118,839▼ $16,846
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,968,864$2,074,531▲ $105,667
Total Net Assets Fund Balance$1,968,864$2,074,531▲ $105,667
Total Liabilities and Net Assets / Fund Balance$2,104,549$2,193,370▲ $88,821

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$424,950$626,315$1,051,265
Land$200,000-$200,000
Buildings$48,490$126,510$175,000
Equipment$10,833$125,992$136,825
Other Land Buildings$4,940-$4,940
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Patty EggerdingHead of SchoolFT$157,885$11,138$169,023

Board Members and Trustees

NameTitle
Afiya AhmedPresident
Augie PalmaDirector
Jeff CanzonaDirector
Monica Pickett RodriguezDirector
Gaylee MorganSecretary
Abbe GoodrichTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$33,063
Program Service Revenue
$1,512,599
Investment Income
$50,620
Other Revenue
$3,188
All Other Contributions
$33,063
Change in Net Assets
$105,667

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,564,470
Revenue Not Reported on Financial Statements
$35,000
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$35,000
Total Revenue per Audited Statements
$1,564,470
Total Revenue per Form 990
$1,599,470
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,144,963
Other Expenses$313,840
Total Fundraising Expense$84,621
Grants and Similar Amounts Paid$35,000
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$633,477$217,193$54,298$904,968
Current Officers, Directors, Trustees, and Key Employees$108,148$37,079$9,270$154,497
Insurance$60,713$20,816$5,204$86,733
Payroll Taxes$59,848$20,520$5,130$85,498
Office Expenses$37,715$17,694$5,300$60,709
Depreciation Depletion$33,055$11,333$2,833$47,221
Occupancy$29,611$10,153$2,537$42,301
Grants to Domestic Individuals$35,000--$35,000
Advertising$20,055--$20,055
Other Expenses$18,397--$18,397
Fees for Services Accounting-$14,515-$14,515
Fees for Services Other$2,780--$2,780
Interest$570$196$49$815
Total Functional Expenses$1,059,683$349,499$84,621$1,493,803

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,493,803
Expenses per Audited Statements$1,458,803
Total Expenses per Audited Statements$1,458,803
Expenses Not Reported on Financial Statements$35,000
Other Expense Adjustments$35,000
Expenses Not Reported on Form 990$0
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
Audit committee
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
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 11B

The treasurer reviews the form 990 and then presents it to the board. The board approves the form 990 before it is filed.

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

Board members are required to notify the board secretary of any known or potential conflicts of interest.

Form 990, Part VI, Section B, Line 15A

The board reviews the salary of the head of school and compares with other comparable organizations in the area.

Form 990, Part VI, Section C, Line 19

Documents are available upon written request.

Filing and Contact Details

Filer

Filer Name
West Suburban Montessori School Inc
EIN
36-3586982
Phone
7088482662
Address
1039 S EAST AVENUE, OAK PARK, IL 60304

Signing Officer

Name
Augustine Palma
Title
Treasurer
Phone
7088482662
Signed
2025-10-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Afiya Ahmed
Formed
1989
Legal Domicile
Il
Voting Board Members
7
Independent Board Members
6
Employees
26
Volunteers
8

Preparer

Firm
Sassetti LLC
Address
2107 SWIFT DRIVE SUITE 210, OAK BROOK, IL 60523
Preparer
Timothy G Griffith
Phone
7083861433
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

There was no change in audit oversight from the prior fiscal year.

Financial Statement Notes

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Scholarships shown net on financial statements 35,000.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

Scholarships shown net on financial statements 35,000.

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IRS990/PYTotalRevenueAmt01587158
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0105667
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01515787
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01368571
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01410099
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt048490
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0126510
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0175000
IRS990ScheduleD/EquipmentGrp/BookValueAmt010833
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0125992
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0136825
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt035000
IRS990ScheduleD/ExpensesSubtotalAmt01458803
IRS990ScheduleD/LandGrp/BookValueAmt0200000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0200000
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0424950
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0626315
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt01051265
IRS990ScheduleD/OtherExpensesNotIncludedAmt035000
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt04940
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt04940
IRS990ScheduleD/OtherRevenuesNotIncludedAmt035000
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt035000
IRS990ScheduleD/RevenueSubtotalAmt01564470
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0SCHOLARSHIPS SHOWN NET ON FINANCIAL STATEMENTS 35,000.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1SCHOLARSHIPS SHOWN NET ON FINANCIAL STATEMENTS 35,000.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0689213
IRS990ScheduleD/TotalExpensesPerForm990Amt01493803
IRS990ScheduleD/TotalRevenuePerForm990Amt01599470
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01564470
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01458803
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd00
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0EVERY PIECE OF OUR LITERATURE INDICATES OUR NONDISCRIMINATION POLICIES FOR EMPLOYEES AND STUDENTS ALIKE.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt035000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0TUITION SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt011
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0APPLICANTS ARE REQUIRED TO SUBMIT AN APPLICATION AND PROVIDE THEIR PRIOR YEAR-END TAX RETURN. ALL APPLICATIONS ARE REVIEWED TO DETERMINE NEED AND ALL INFORMATION, INCLUDING NOTES, ARE RETAINED ON AN ELECTRONIC FILING SYSTEM.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/CompensationCommitteeInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/Form990OfOtherOrganizationsInd0X
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0157885
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount03875
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt07263
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0PATTY EGGERDING
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0HEAD OF SCHOOL
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0169023
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleJ/WrittenEmploymentContractInd0X
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TREASURER REVIEWS THE FORM 990 AND THEN PRESENTS IT TO THE BOARD. THE BOARD APPROVES THE FORM 990 BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD MEMBERS ARE REQUIRED TO NOTIFY THE BOARD SECRETARY OF ANY KNOWN OR POTENTIAL CONFLICTS OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD REVIEWS THE SALARY OF THE HEAD OF SCHOOL AND COMPARES WITH OTHER COMPARABLE ORGANIZATIONS IN THE AREA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DOCUMENTS ARE AVAILABLE UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THERE WAS NO CHANGE IN AUDIT OVERSIGHT FROM THE PRIOR FISCAL YEAR.
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 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0IL
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02104549
IRS990/TotalAssetsEOYAmt02193370
IRS990/TotalAssetsGrp/BOYAmt02104549
IRS990/TotalAssetsGrp/EOYAmt02193370
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalContributionsAmt033063
IRS990/TotalEmployeeCnt026
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt084621
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0349499
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01059683
IRS990/TotalFunctionalExpensesGrp/TotalAmt01493803
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0135685
IRS990/TotalLiabilitiesEOYAmt0118839

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