Civic Intelligence

Minnetonka Montessori Inc

990EZ • Fiscal year 2018 • EIN 41-6046178

Jul 01, 2017 to Jun 30, 2018 • Filed on May 08, 2019

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

83rd percentile

0.20x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

83rd percentile

0.11x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

58th percentile

6.9%

Higher net margin than 58% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

69th percentile

17%

Faster asset growth than 69% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

57th percentile

5.3%

Faster revenue growth than 57% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$57,050

Up $8,112 (+17%) from 2017

Net Assets

Down

$45,815

Down $3,123 (-6.4%) from 2017

Liabilities

$11,235

No earlier filing loaded for comparison.

Revenue

Up

$97,926

Up $4,908 (+5.3%) from 2017

Expenses

Up

$91,142

Up $907 (+1.0%) from 2017

Net Income

Up

$6,784

Up $4,001 (+144%) from 2017

Historical Trend

Balance Sheet Trend

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

2018

Assets$57,050
Liabilities$11,235
Net Assets$45,815

Operations Trend

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

2018

Revenue$97,926
Expenses$91,142
Net Income$6,784
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 8, 2019
Return Version
2017v2.2
Gross Receipts
$98,378
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.$88,032-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAUREN ALDAYCo-Registrar-$0--
Casey ClaypoolCo-Registrar-$0--
DAVID HAEGVice President-$0--
BRIAN ROATHTreasurer-$0--
JESSICA SNYDERPresident & Sec-$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
Brian Roath
Title
Treasurer
Signed
2019-05-08
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 $504

Other Expenses.1012

Insurance $1643

Other Expenses.1

SUPPLIES $2644

Other Expenses.2

LICENSE FEES $559

Other Expenses.3

Field Trips $458

Other Expenses.4

TRAINING $135

Other Expenses.5

POSTAGE $101

Other Expenses.6

Bank Charges $14

Other Expenses.7

Other $-273

Other Assets.1005

Accounts Receivable - Beginning $0 Accounts Receivable - Ending $42

Total Liabilities.1003

Deferred Revenue - Beginning $0 Deferred Revenue - Ending $11235

Raw XML Appendix164 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/PersonNm0BRIAN ROATH
IRS990EZ/BooksInCareOfDetail/PhoneNum09524744922
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 295
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0EXCELSIOR
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0553310295
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt048938
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt057008
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt012635
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06784
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01467
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt048938
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IRS990EZ/FundraisingGrossIncomeAmt00
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IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt012
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt048938
IRS990EZ/NetAssetsOrFundBalancesEOYAmt045815
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt048938
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt045815
IRS990EZ/OccupancyRentUtltsAndMaintAmt014763
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LAUREN ALDAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Casey Claypool
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DAVID HAEG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BRIAN ROATH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JESSICA SNYDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-REGISTRAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-REGISTRAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PRESIDENT & SEC
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt042
IRS990EZ/OtherChangesInNetAssetsAmt0-9907
IRS990EZ/OtherExpensesTotalAmt05281
IRS990EZ/OtherRevenueTotalAmt0504
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO ENGAGE CHILDREN IN LEARNING, USING THE MONTESSORI METHOD OF TEACHING.
IRS990EZ/ProgramServiceRevenueAmt085227
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt088032
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt069631
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0true
IRS990EZ/SpecialEventsDirectExpensesAmt0452
IRS990EZ/SpecialEventsNetIncomeLossAmt0-452
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MN
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt011235
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt091142
IRS990EZ/TotalProgramServiceExpensesAmt088032
IRS990EZ/TotalRevenueAmt097926
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 $504
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $1643
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SUPPLIES $2644
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3LICENSE FEES $559
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Field Trips $458
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TRAINING $135
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6POSTAGE $101
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Bank Charges $14
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Other $-273
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Accounts Receivable - Beginning $0 Accounts Receivable - Ending $42
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Deferred Revenue - Beginning $0 Deferred Revenue - Ending $11235
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Assets.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Total Liabilities.1003
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRIAN ROATH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-08
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/PreparerFirmEIN0411534805
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/ReturnTs02019-05-08T20:02:58-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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Filings