Civic Intelligence

Minnetonka Montessori Inc

EIN 41-6046178 • 501(c)3 • Excelsior, MN

Profile

To engage children in learning, using the montessori method of teaching.

PO Box 295Excelsior, MN 55331-0295

www.minnetonkamontessori.com

Siviq Scores

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

Liabilities / Assets

78th percentile

0.10x

Higher debt load relative to assets than 78% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

82nd percentile

0.10x

Higher debt load relative to revenue than 82% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

77th percentile

23%

Higher net margin than 77% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

69th percentile

11%

Faster asset growth than 69% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

61st percentile

7.5%

Faster revenue growth than 61% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

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

Trend Graphs

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $31,873Liabilities 2011: $02011Assets 2012: $30,670Net Assets 2012: $30,6702012Assets 2013: $37,245Net Assets 2013: $37,2452013Assets 2014: $25,199Net Assets 2014: $25,1992014Assets 2015: $40,638Net Assets 2015: $40,6382015Assets 2016: $44,938Net Assets 2016: $44,9382016Assets 2017: $48,938Net Assets 2017: $48,9382017Assets 2018: $57,050Liabilities 2018: $11,235Net Assets 2018: $45,8152018Assets 2019: $67,407Liabilities 2019: $12,065Net Assets 2019: $55,3422019Assets 2020: $78,584Liabilities 2020: $18,097Net Assets 2020: $60,4872020Assets 2021: $115,142Liabilities 2021: $30,329Net Assets 2021: $84,8132021Assets 2022: $127,624Liabilities 2022: $12,857Net Assets 2022: $114,7672022Assets 2023: $2,000Liabilities 2023: $0Net Assets 2023: $2,0002023

Highlighted filing

2023

Assets$2,000
Liabilities$0
Net Assets$2,000

Operations Trend

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

$300K$200K$100K$0-$100K-$200KRevenue 2011: $79,719Expenses 2011: $78,871Net Income 2011: $8482011Revenue 2012: $80,921Expenses 2012: $82,124Net Income 2012: -$1,2032012Revenue 2013: $86,728Expenses 2013: $80,153Net Income 2013: $6,5752013Revenue 2014: $67,207Expenses 2014: $79,253Net Income 2014: -$12,0462014Revenue 2015: $102,410Expenses 2015: $86,971Net Income 2015: $15,4392015Revenue 2016: $93,994Expenses 2016: $89,694Net Income 2016: $4,3002016Revenue 2017: $93,018Expenses 2017: $90,235Net Income 2017: $2,7832017Revenue 2018: $97,926Expenses 2018: $91,142Net Income 2018: $6,7842018Revenue 2019: $105,142Expenses 2019: $95,615Net Income 2019: $9,5272019Revenue 2020: $88,260Expenses 2020: $83,115Net Income 2020: $5,1452020Revenue 2021: $121,454Expenses 2021: $97,128Net Income 2021: $24,3262021Revenue 2022: $130,618Expenses 2022: $100,664Net Income 2022: $29,9542022Revenue 2023: $106,915Expenses 2023: $219,610Net Income 2023: -$112,6952023

Highlighted filing

2023

Revenue$106,915
Expenses$219,610
Net Income-$112,695

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Mar 3, 2024
Return Version
2022v5.0
Gross Receipts
$106,915
Mission and Program Overview

Mission

To engage children in learning, using the montessori method of teaching.

Program Services

DescriptionGrantsExpenses
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
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATIE PETERZENPresident-$0--
JOSEPH KOLBINGERVice President-$0--
BRIAN ROATHTreasurer-$0--
LAURA HOSKINSSecretary-$0--
ROBIN RAJALINGAMRegistrar-$0--
Filing and Contact Details

Filer

Filer Name
Minnetonka Montessori Inc
EIN
41-6046178
Phone
6125994586
Address
PO BOX 295, EXCELSIOR, MN 55331-0295

Signing Officer

Name
Brian Roath
Title
Treasurer
Phone
6125994586
Signed
2024-03-03
Discuss with paid preparer
Yes

Preparer

Firm
Carpenter Evert & Associates Ltd
Address
7760 FRANCE AVE S SUITE 940, BLOOMINGTON, MN 55435
Preparer
Marc Colin
Phone
9528310085
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest. Amount: 250.

Form 990-ez, Part I, Line 16 - Other Expenses

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.

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

Description: period adjustment. Amount: -72.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: deposits and prepaid tuition. Beg. Of year amount: 12,857. End of year amount: 0.

Raw XML Appendix163 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
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MINNEAPOLIS
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KATIE PETERZEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOSEPH KOLBINGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BRIAN ROATH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LAURA HOSKINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ROBIN RAJALINGAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4REGISTRAR
IRS990EZ/OperateHospitalInd00
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IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt0-72
IRS990EZ/OtherExpensesTotalAmt09104
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IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO ENGAGE CHILDREN IN LEARNING, USING THE MONTESSORI METHOD OF TEACHING.
IRS990EZ/ProgramServiceRevenueAmt0105885
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IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
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IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
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IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0SBA EIDL GRANT RECEIVED IN FY20 AND PPP LOANS IN FY20 AND FY21.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST. AMOUNT: 250.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: 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/ExplanationTxt2DESCRIPTION: PERIOD ADJUSTMENT. AMOUNT: -72.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: DEPOSITS AND PREPAID TUITION. BEG. OF YEAR AMOUNT: 12,857. END OF YEAR AMOUNT: 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE 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.
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02024-03-03
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ReturnHeader/Filer/EIN0416046178
ReturnHeader/Filer/PhoneNum06125994586
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ReturnHeader/PreparerPersonGrp/PhoneNum09528310085
ReturnHeader/PreparerPersonGrp/PreparationDt02024-03-03
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ReturnHeader/ReturnTs02024-03-05T09:48:02-06:00
ReturnHeader/ReturnTypeCd0990EZ
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ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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