Civic Intelligence

Hodgson Road Properties Inc Fka Oak Hill Montessori

EIN 41-0880032 • 501(c)3 • Vadnais Heights, MN

Profile

To provide a learning environment that embraces montessori principles, fosters a love of learning and empowers children to develop to their full potential.

509 Carol DriveVadnais Heights, MN 55127

www.oakhillmontessori.org

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.52x

Higher debt load relative to assets than 83% of similar nonprofits.

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

Liabilities / Revenue

97th percentile

5.62x

Higher debt load relative to revenue than 97% of similar nonprofits.

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

Net Margin

22nd percentile

-10%

Higher net margin than 22% of similar nonprofits.

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

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

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

Asset Growth

24th percentile

-5.1%

Faster asset growth than 24% of similar nonprofits.

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

Revenue Growth

48th percentile

6.2%

Faster revenue growth than 48% of similar nonprofits.

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

Assets

Down

$2,726,274

Down $147,623 (-5.1%) from 2024

Liabilities

Down

$1,412,482

Down $121,519 (-7.9%) from 2024

Net Assets

Down

$1,313,792

Down $26,104 (-1.9%) from 2024

Revenue

Up

$251,215

Up $14,763 (+6.2%) from 2024

Expenses

Down

$277,319

Down $72,942 (-21%) from 2024

Net Income

Up

-$26,104

Up $87,705 (+77%) from 2024

Trend Graphs

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $3,606,358Liabilities 2010: $2,230,730Net Assets 2010: $1,375,6282010Assets 2011: $3,748,771Liabilities 2011: $2,120,287Net Assets 2011: $1,628,4842011Assets 2012: $3,676,575Liabilities 2012: $1,949,398Net Assets 2012: $1,727,1772012Assets 2013: $3,642,920Liabilities 2013: $1,839,151Net Assets 2013: $1,803,7692013Assets 2014: $3,803,073Liabilities 2014: $1,735,792Net Assets 2014: $2,067,2812014Assets 2015: $3,756,262Liabilities 2015: $1,711,397Net Assets 2015: $2,044,8652015Assets 2016: $3,850,962Liabilities 2016: $1,915,183Net Assets 2016: $1,935,7792016Assets 2017: $3,828,045Liabilities 2017: $1,888,551Net Assets 2017: $1,939,4942017Assets 2018: $3,648,820Liabilities 2018: $2,124,523Net Assets 2018: $1,524,2972018Assets 2019: $3,561,541Liabilities 2019: $2,078,702Net Assets 2019: $1,482,8392019Assets 2020: $3,513,301Liabilities 2020: $2,286,089Net Assets 2020: $1,227,2122020Assets 2021: $3,265,527Liabilities 2021: $1,939,438Net Assets 2021: $1,326,0892021Assets 2022: $3,259,417Liabilities 2022: $1,687,768Net Assets 2022: $1,571,6492022Assets 2023: $3,058,120Liabilities 2023: $1,604,415Net Assets 2023: $1,453,7052023Assets 2024: $2,873,897Liabilities 2024: $1,534,001Net Assets 2024: $1,339,8962024Assets 2025: $2,726,274Liabilities 2025: $1,412,482Net Assets 2025: $1,313,7922025

Highlighted filing

2025

Assets$2,726,274
Liabilities$1,412,482
Net Assets$1,313,792

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $1,980,4862010Expenses 2011: $2,172,2112011Revenue 2012: $2,422,175Expenses 2012: $2,323,482Net Income 2012: $98,6932012Revenue 2013: $2,445,013Expenses 2013: $2,368,421Net Income 2013: $76,5922013Revenue 2014: $2,809,629Expenses 2014: $2,546,117Net Income 2014: $263,5122014Revenue 2015: $2,709,731Expenses 2015: $2,732,147Net Income 2015: -$22,4162015Revenue 2016: $2,868,843Expenses 2016: $2,977,929Net Income 2016: -$109,0862016Revenue 2017: $2,975,904Expenses 2017: $2,972,189Net Income 2017: $3,7152017Revenue 2018: $2,194,576Expenses 2018: $2,609,773Net Income 2018: -$415,1972018Revenue 2019: $2,586,847Expenses 2019: $2,648,798Net Income 2019: -$61,9512019Revenue 2020: $2,347,766Expenses 2020: $2,612,369Net Income 2020: -$264,6032020Revenue 2021: $2,270,182Expenses 2021: $2,171,305Net Income 2021: $98,8772021Revenue 2022: $686,457Expenses 2022: $440,897Net Income 2022: $245,5602022Revenue 2023: $227,599Expenses 2023: $346,012Net Income 2023: -$118,4132023Revenue 2024: $236,452Expenses 2024: $350,261Net Income 2024: -$113,8092024Revenue 2025: $251,215Expenses 2025: $277,319Net Income 2025: -$26,1042025

Highlighted filing

2025

Revenue$251,215
Expenses$277,319
Net Income-$26,104

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.73$1.41$1.31$0.25$0.28$0.03
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.87$1.53$1.34$0.24$0.35$0.11
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.06$1.60$1.45$0.23$0.35$0.12
2022Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$3.26$1.69$1.57$0.69$0.44$0.25
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.27$1.94$1.33$2.27$2.17$0.10
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.51$2.29$1.23$2.35$2.61$0.26
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.56$2.08$1.48$2.59$2.65$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.65$2.12$1.52$2.19$2.61$0.42
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.83$1.89$1.94$2.98$2.97$0.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.85$1.92$1.94$2.87$2.98$0.11
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.76$1.71$2.04$2.71$2.73$0.02
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$3.80$1.74$2.07$2.81$2.55$0.26
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.64$1.84$1.80$2.45$2.37$0.08
2012Summary only. Only limited summary data is available for this year.$3.68$1.95$1.73$2.42$2.32$0.10
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.75$2.12$1.63$2.17
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.61$2.23$1.38$1.98
Latest Detailed Filing

The latest 2025 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2024 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 15, 2025
Return Version
2023v6.0
Gross Receipts
$236,452
Mission and Program Overview

Mission

Oak Hill Montessori, Inc.'s mission is to provide a learning environment that embraces Montessori principles, fosters a love of learning and empowers children to develop to their full potential.

To own, manage and maintain property (facility and grounds) to be leased by a minnesota public charter school (prekindergarten-grade 12)

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,750,141$2,625,985▼ $124,156
Cash and Non-Interest-Bearing Accounts$221,172$222,772▲ $1,600
Accounts Receivable$85,075$25,140▼ $59,935
Intangible Assets$1,732--
Total Assets$3,058,120$2,873,897▼ $184,223
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,582,855$1,489,557▼ $93,298
Accounts Payable and Accrued Expenses$1,949$24,197▲ $22,248
Deferred Revenue$19,611$20,247▲ $636
Total Liabilities$1,604,415$1,534,001▼ $70,414
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,453,705$1,339,896▼ $113,809
Total Net Assets Fund Balance$1,453,705$1,339,896▼ $113,809
Total Liabilities and Net Assets / Fund Balance$3,058,120$2,873,897▼ $184,223

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,969,354$2,275,478$4,244,832
Land$656,631-$656,631
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jennifer MartiniBoard Chair
Karl RosenquistSecretary
Avo ToghramadjianTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$235,327
Investment Income
$0
Other Revenue
$1,125
Change in Net Assets
$-113,809
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$350,261
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$125,889--$125,889
Interest$62,658--$62,658
Insurance$23,312--$23,312
Fees for Services Accounting-$14,494-$14,494
Other Expenses$123,442$254-$254
Information Technology-$132-$132
Office Expenses-$80-$80
Total Functional Expenses$335,301$14,960$0$350,261
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, Page 6, Part VI, Line 8B

There is no committee with the authority to act on behalf of the governing body.

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

The full board is provided a copy of the 990 to review prior to filing.

Form 990, Page 6, Part VI, Line 12C

Yes. Board meets quarterly and reviews all activity.

Form 990, Page 6, Part VI, Line 19

Documents are available upon request

Filing and Contact Details

Filer

Filer Name
Hodgson Road Properties Inc
EIN
41-0880032
Phone
6514848242
Address
509 CAROL DRIVE, VADNAIS HEIGHTS, MN 55127

Signing Officer

Name
Jennifer Martini
Title
Board Chair
Phone
6514848242
Signed
2025-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jennifer Martini
Formed
1964
Legal Domicile
Mn
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
3

Preparer

Firm
Boyum & Barenscheer Pllp
Address
3050 METRO DR STE 200, MINNEAPOLIS, MN 55425-1547
Preparer
Anna Lovegren
Phone
9528544244
Raw XML Appendix314 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.

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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0921587
IRS990ScheduleA/TotalSupportAmt01014565
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus3YearsAmt011511
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt011511
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt01969354
IRS990ScheduleD/BuildingsGrp/DepreciationAmt02275478
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt04244832
IRS990ScheduleD/LandGrp/BookValueAmt0656631
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0656631
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02625985
IRS990/ScheduleJRequiredInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE IS NO COMMITTEE WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FULL BOARD IS PROVIDED A COPY OF THE 990 TO REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2YES. BOARD MEETS QUARTERLY AND REVIEWS ALL ACTIVITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DOCUMENTS ARE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt02873897
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IRS990/TotalAssetsGrp/EOYAmt02873897
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt014960
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0335301
IRS990/TotalFunctionalExpensesGrp/TotalAmt0350261
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01604415
IRS990/TotalLiabilitiesEOYAmt01534001
IRS990/TotalLiabilitiesGrp/BOYAmt01604415
IRS990/TotalLiabilitiesGrp/EOYAmt01534001
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01453705
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01339896
IRS990/TotalProgramServiceExpensesAmt0335301
IRS990/TotalProgramServiceRevenueAmt0235327
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0236452
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0236452
IRS990/TotalVolunteersCnt03
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03058120
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02873897
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt04665 HODGSON ROAD
IRS990/USAddress/CityNm0SHOREVIEW
IRS990/USAddress/StateAbbreviationCd0MN
IRS990/USAddress/ZIPCd055126
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER MARTINI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BOARD CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum06514848242
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HODGSON ROAD PROPERTIES INC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FKA OAK HILL MONTESSORI
ReturnHeader/Filer/BusinessNameControlTxt0HODG
ReturnHeader/Filer/EIN0410880032
ReturnHeader/Filer/PhoneNum06514848242
ReturnHeader/Filer/USAddress/AddressLine1Txt0509 CAROL DRIVE
ReturnHeader/Filer/USAddress/CityNm0VADNAIS HEIGHTS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055127
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0416192096
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BOYUM & BARENSCHEER PLLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03050 METRO DR STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MINNEAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0554251547
ReturnHeader/PreparerPersonGrp/PhoneNum09528544244
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANNA LOVEGREN
ReturnHeader/ReturnTs02025-05-15T09:59:17-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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