Civic Intelligence

Minnetonka Montessori Inc

990EZ • Fiscal year 2016 • EIN 41-6046178

Jul 01, 2015 to Jun 30, 2016 • Filed on Jan 30, 2017

Organization ProfileWWW.MINNETONKAMONTESSORI.COM
PO Box 295Excelsior, MN 55331

(952) 474-4922

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

54th percentile

4.6%

Higher net margin than 54% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

63rd percentile

11%

Faster asset growth than 63% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

36th percentile

-8.2%

Faster revenue growth than 36% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$44,938

Up $4,300 (+11%) from 2015

Net Assets

Up

$44,938

Up $4,300 (+11%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin54th percentile

Revenue

Down

$93,994

Down $8,416 (-8.2%) from 2015

Expenses

Up

$89,694

Up $2,723 (+3.1%) from 2015

Net Income

Down

$4,300

Down $11,139 (-72%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2016

Assets$44,938
Liabilities-
Net Assets$44,938
Open 2016 Filing

Operations Trend

Revenue Growth36th percentile

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$93,994
Expenses$89,694
Net Income$4,300
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jan 30, 2017
Return Version
2015v3.0
Gross Receipts
$94,601
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 NATUALLY 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 BEINGS IN THE WORLD. THEY LOVE TO MASTER NEW SKILLS AND PROGRESS BEST AT THEIR OWN PACE. CHILDREN CAN USUALLY MOVE ABOUT FREELY, HOWEVER, REASONABLE LIMITS OF BEHAVIOR ARE TAUGHT AND KINDNESS AND RESPECT ARE ALWAYS ENCOURAGED.$86,275-
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MELISSA BULLERMANSecretary-$0--
Casey ClaypoolPresident-$0--
JESSICA SNYDERVice President-$0--
AMY RETTINGERCo Registrar-$0--
Lisa GoodwinCo Registrar-$0--
Katie SasanfarTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Minnetonka Montessori Inc
EIN
41-6046178
Phone
9524744922
Address
PO BOX 295, EXCELSIOR, MN 55331

Signing Officer

Name
Katie Sasanfar
Title
Treasurer
Signed
2017-01-30
Discuss with paid preparer
Yes

Preparer

Firm
Carpenter Evert & Associates
Address
7760 France Ave S 940, Bloomington, MN 55435
Preparer
Marc Colin
Phone
9528310085
Supplemental Narrative

Additional Explanations

Other Revenue.1

“OTHER REVENUE $591”

Other Expenses.1002

“Office Expenses $3029”

Other Expenses.1012

“Insurance $1568”

Other Expenses.1

“MISCELLANEOUS $3315”

Other Expenses.2

“LICENSE FEES $398”

Other Expenses.3

“Tuition Reimbursement $150”

Other Expenses.4

“TRAINING $66”

Raw XML Appendix156 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/BooksInCareOfDetail/PersonNm0KATIE SASANFAR
IRS990EZ/BooksInCareOfDetail/PhoneNum09524720160
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 295
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0EXCELSIOR
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0553310295
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt040638
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt044938
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02481
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04300
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt05361
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt040638
IRS990EZ/Form990TotalAssetsGrp/EOYAmt044938
IRS990EZ/FundraisingGrossIncomeAmt04190
IRS990EZ/GrossReceiptsAmt094601
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt05
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt040638
IRS990EZ/NetAssetsOrFundBalancesEOYAmt044938
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt040638
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt044938
IRS990EZ/OccupancyRentUtltsAndMaintAmt014311
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MELISSA BULLERMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Casey Claypool
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JESSICA SNYDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3AMY RETTINGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Lisa Goodwin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Katie Sasanfar
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CO REGISTRAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Co Registrar
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt08526
IRS990EZ/OtherRevenueTotalAmt0591
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO ENGAGE CHILDREN IN LEARNING, USING THE MONTESSORI METHOD OF TEACHING.
IRS990EZ/ProgramServiceRevenueAmt087334
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0AT 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 NATUALLY 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 BEINGS IN THE WORLD. THEY LOVE TO MASTER NEW SKILLS AND PROGRESS BEST AT THEIR OWN PACE. CHILDREN CAN USUALLY MOVE ABOUT FREELY, HOWEVER, REASONABLE LIMITS OF BEHAVIOR ARE TAUGHT AND KINDNESS AND RESPECT ARE ALWAYS ENCOURAGED.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt086275
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt061496
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0true
IRS990EZ/SpecialEventsDirectExpensesAmt0607
IRS990EZ/SpecialEventsNetIncomeLossAmt03583
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MN
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt089694
IRS990EZ/TotalProgramServiceExpensesAmt086275
IRS990EZ/TotalRevenueAmt093994
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.MINNETONKAMONTESSORI.COM
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule E, Line 4 - Explanation of Records and Materials Not Maintained
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2Schedule E, Line 5 - Explanation of Organization Discrimination by Race
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER REVENUE $591
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $3029
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $1568
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MISCELLANEOUS $3315
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4LICENSE FEES $398
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Tuition Reimbursement $150
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6TRAINING $66
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Katie Sasanfar
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-01-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MINNETONKA MONTESSORI INC
ReturnHeader/Filer/BusinessNameControlTxt0MINN
ReturnHeader/Filer/EIN0416046178
ReturnHeader/Filer/PhoneNum09524744922
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 295
ReturnHeader/Filer/USAddress/CityNm0EXCELSIOR
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055331
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Carpenter Evert & Associates
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07760 France Ave S 940
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Bloomington
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055435
ReturnHeader/PreparerPersonGrp/PhoneNum09528310085
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Marc Colin
ReturnHeader/ReturnTs02017-01-30T08:23:04-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$44,938
Liabilities
-
Net assets
$44,938
Revenue
$93,994
Expenses
$89,694
Net income
$4,300
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$1.07$2.20$1.13
2022Detailed filing. Detailed filing data is available for this year.$1.28$0.13$1.15$1.31$1.01$0.30
2021Detailed filing. Detailed filing data is available for this year.$1.15$0.30$0.85$1.21$0.97$0.24
2020Detailed filing. Detailed filing data is available for this year.$0.79$0.18$0.60$0.88$0.83$0.05
2019Detailed filing. Detailed filing data is available for this year.$0.67$0.12$0.55$1.05$0.96$0.10
2018Detailed filing. Detailed filing data is available for this year.$0.57$0.11$0.46$0.98$0.91$0.07
2017Detailed filing. Detailed filing data is available for this year.$0.49$0.49$0.93$0.90$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.45$0.45$0.94$0.90$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.41$0.41$1.02$0.87$0.15
2014Detailed filing. Detailed filing data is available for this year.$0.25$0.25$0.67$0.79$0.12
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.37$0.37$0.87$0.80$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.31$0.31$0.81$0.82$0.01
2011Summary only. Only limited summary data is available for this year.$0.32$0.00$0.80$0.79$0.01