Liabilities / Assets
78th percentile
Higher debt load relative to assets than 78% of similar nonprofits.
EIN 41-6046178 • 501(c)3 • Excelsior, MN
Profile
To engage children in learning, using the montessori method of teaching.
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
Liabilities / Assets
78th percentile
Higher debt load relative to assets than 78% of similar nonprofits.
Liabilities / Revenue
82nd percentile
Higher debt load relative to revenue than 82% of similar nonprofits.
Net Margin
77th percentile
Higher net margin than 77% of similar nonprofits.
Top Officer Pay
84th percentile
Higher top officer pay than 84% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
69th percentile
Faster asset growth than 69% of similar nonprofits.
Revenue Growth
61st percentile
Faster revenue growth than 61% of similar nonprofits.
Assets
Down$2,000
Down $125,624 (-98%) from 2022
Liabilities
Down$0
Down $12,857 (-100%) from 2022
Net Assets
Down$2,000
Down $112,767 (-98%) from 2022
Revenue
Down$106,915
Down $23,703 (-18%) from 2022
Expenses
Up$219,610
Up $118,946 (+118%) from 2022
Net Income
Down-$112,695
Down $142,649 (-476%) from 2022
Most recent year
2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.
To engage children in learning, using the montessori method of teaching.
| Description | Grants | Expenses |
|---|---|---|
| AT THE SCHOOL, A CHILD IS NOT CONSTRAINED TO LEARN EXACTLY WHAT THE TEACHER HAS CHOSEN FOR THEM ON ANY PARTICULAR DAY. INSTEAD, THE TEACHER OBSERVES EACH CHILD AND HELPS POINT THEM IN A DIRECTION THAT WILL SATISFY THEIR DEVELOPMENT NEEDS.IF THE LEARNING EXPERIENCE IS TO OCCUR NATURALLY AND JOYFULLY, IT MUST BE MADE AVAILABLE AT THE PROPER MOMENT FOR THE INDIVIDUAL CHILD. NEW LEARNING EXPERIENCES ARE INTRODUCED USING SPECIALIZED MONTESSORI SUPPLIES TO ENGAGE EACH CHILD IN LEARNING.CHILDREN ARE DRIVEN TO BECOME INDEPENDENT AND COMPETENT BEING IN THE WORLD. THEY LOVE TO MASTER NEW SKILLS AND PROGRESS BEST AT THEIR OWN PACE. CHILDREN CAN USUALLY MOVE ABOUT FEELY, HOWEVER, REASONABLE LIMITS OF BEHAVIOR ARE TAUGHT AND KINDNESS AND RESPECT ARE ALWAYS ENCOURAGED. | $0 | $218,544 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| KATIE PETERZEN | President | - | $0 | - | - |
| JOSEPH KOLBINGER | Vice President | - | $0 | - | - |
| BRIAN ROATH | Treasurer | - | $0 | - | - |
| LAURA HOSKINS | Secretary | - | $0 | - | - |
| ROBIN RAJALINGAM | Registrar | - | $0 | - | - |
“Description: interest. Amount: 250.”
“Description: field trips. Amount: 3,743. Description: insurance. Amount: 636. Description: license fees. Amount: 653. Description: supplies. Amount: 3,627. Description: other. Amount: 430. Description: bank fee. Amount: 15. Total to form 990-ez, line 16: 9,104.”
“Description: period adjustment. Amount: -72.”
“Description: deposits and prepaid tuition. Beg. Of year amount: 12,857. End of year amount: 0.”
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/ActivitiesNotPreviouslyRptInd | 0 | 0 |
| IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | CARPENTER EVERT & ASSOCIATES |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 9528310085 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 7760 FRANCE AVENUE SOUTH 940 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | MINNEAPOLIS |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | MN |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 55435 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 127624 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 2000 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 780 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -112695 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 3145 |
| IRS990EZ/FiledScheduleAInd | 0 | 1 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 127624 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 2000 |
| IRS990EZ/GrossReceiptsAmt | 0 | 106915 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 250 |
| IRS990EZ/LobbyingActivitiesInd | 0 | 0 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 114767 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 2000 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 114767 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 2000 |
| IRS990EZ/OccupancyRentUtltsAndMaintAmt | 0 | 12731 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | KATIE PETERZEN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | JOSEPH KOLBINGER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | BRIAN ROATH |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | LAURA HOSKINS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | ROBIN RAJALINGAM |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | VICE PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | REGISTRAR |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | -72 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 9104 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | TO ENGAGE CHILDREN IN LEARNING, USING THE MONTESSORI METHOD OF TEACHING. |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 105885 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | AT THE SCHOOL, A CHILD IS NOT CONSTRAINED TO LEARN EXACTLY WHAT THE TEACHER HAS CHOSEN FOR THEM ON ANY PARTICULAR DAY. INSTEAD, THE TEACHER OBSERVES EACH CHILD AND HELPS POINT THEM IN A DIRECTION THAT WILL SATISFY THEIR DEVELOPMENT NEEDS.IF THE LEARNING EXPERIENCE IS TO OCCUR NATURALLY AND JOYFULLY, IT MUST BE MADE AVAILABLE AT THE PROPER MOMENT FOR THE INDIVIDUAL CHILD. NEW LEARNING EXPERIENCES ARE INTRODUCED USING SPECIALIZED MONTESSORI SUPPLIES TO ENGAGE EACH CHILD IN LEARNING.CHILDREN ARE DRIVEN TO BECOME INDEPENDENT AND COMPETENT BEING IN THE WORLD. THEY LOVE TO MASTER NEW SKILLS AND PROGRESS BEST AT THEIR OWN PACE. CHILDREN CAN USUALLY MOVE ABOUT FEELY, HOWEVER, REASONABLE LIMITS OF BEHAVIOR ARE TAUGHT AND KINDNESS AND RESPECT ARE ALWAYS ENCOURAGED. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 218544 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/SalariesOtherCompEmplBnftAmt | 0 | 194630 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | 1 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 12857 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TaxImposedOnOrganizationMgrAmt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4911Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4912Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4955Amt | 0 | 0 |
| IRS990EZ/TaxReimbursedByOrganizationAmt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 219610 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 218544 |
| IRS990EZ/TotalRevenueAmt | 0 | 106915 |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | 0 |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.MINNETONKAMONTESSORI.COM |
| IRS990ScheduleA/SchoolInd | 0 | X |
| IRS990ScheduleE/ComplianceWithRevProc7550Ind | 0 | 1 |
| IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd | 0 | 0 |
| IRS990ScheduleE/DiscriminateRaceAthltProgInd | 0 | 0 |
| IRS990ScheduleE/DiscriminateRaceEducPlcyInd | 0 | 0 |
| IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd | 0 | 0 |
| IRS990ScheduleE/DiscriminateRaceOtherActyInd | 0 | 0 |
| IRS990ScheduleE/DiscriminateRaceSchsInd | 0 | 0 |
| IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd | 0 | 0 |
| IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd | 0 | 0 |
| IRS990ScheduleE/GovernmentFinancialAidRcvdInd | 0 | 1 |
| IRS990ScheduleE/GovernmentFinancialAidRvkdInd | 0 | 0 |
| IRS990ScheduleE/MaintainCpyOfAllSolInd | 0 | 1 |
| IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd | 0 | 1 |
| IRS990ScheduleE/MaintainRacialCompRecsInd | 0 | 1 |
| IRS990ScheduleE/MaintainScholarshipsRecsInd | 0 | 1 |
| IRS990ScheduleE/NondiscriminatoryPolicyStmtInd | 0 | 1 |
| IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd | 0 | 1 |
| IRS990ScheduleE/PolicyStmtInBrochuresEtcInd | 0 | 1 |
| IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt | 0 | SBA EIDL GRANT RECEIVED IN FY20 AND PPP LOANS IN FY20 AND FY21. |
| IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | SCHEDULE E, PART I, LINE 6 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION: INTEREST. AMOUNT: 250. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | DESCRIPTION: FIELD TRIPS. AMOUNT: 3,743. DESCRIPTION: INSURANCE. AMOUNT: 636. DESCRIPTION: LICENSE FEES. AMOUNT: 653. DESCRIPTION: SUPPLIES. AMOUNT: 3,627. DESCRIPTION: OTHER. AMOUNT: 430. DESCRIPTION: BANK FEE. AMOUNT: 15. TOTAL TO FORM 990-EZ, LINE 16: 9,104. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | DESCRIPTION: PERIOD ADJUSTMENT. AMOUNT: -72. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | DESCRIPTION: DEPOSITS AND PREPAID TUITION. BEG. OF YEAR AMOUNT: 12,857. END OF YEAR AMOUNT: 0. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 0 | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd | 0 | AAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd | 0 | IAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd | 0 | 2 |
| ReturnHeader/BuildTS | 0 | 2023-04-26 12:10:37Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | BRIAN ROATH |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 6125994586 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2024-03-03 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | MINNETONKA MONTESSORI INC |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | MINN |
| ReturnHeader/Filer/EIN | 0 | 416046178 |
| ReturnHeader/Filer/PhoneNum | 0 | 6125994586 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO BOX 295 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | EXCELSIOR |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | MN |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 553310295 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | 0 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 411534805 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | CARPENTER EVERT & ASSOCIATES LTD |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 7760 FRANCE AVE S SUITE 940 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | BLOOMINGTON |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | MN |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 55435 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 9528310085 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2024-03-03 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | MARC COLIN |
| ReturnHeader/ReturnTs | 0 | 2024-03-05T09:48:02-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | BRIAN |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | ROATH |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2022-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2023-06-30 |
| ReturnHeader/TaxYr | 0 | 2022 |
No mirrored PDF or thumbnail assets are attached yet.