Civic Intelligence

Casa Montessori School Inc

EIN 42-1173544 • 501(c)3 • Cedar Falls, IA

Revoked

Profile

The organization's primary exempt purpose is to provide educational services - preschool and primary.

Revocation date: Nov 15, 2025

4227 Deena DrCedar Falls, IA 50613

www.casamontessoricf.com

Siviq Scores

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

Liabilities / Assets

75th percentile

0.05x

Higher debt load relative to assets than 75% of similar nonprofits.

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

Liabilities / Revenue

71st percentile

0.02x

Higher debt load relative to revenue than 71% of similar nonprofits.

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

Net Margin

32nd percentile

-8.1%

Higher net margin than 32% of similar nonprofits.

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

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

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

Asset Growth

32nd percentile

-20%

Faster asset growth than 32% of similar nonprofits.

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

Revenue Growth

43rd percentile

-9.1%

Faster revenue growth than 43% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets75th percentile

Assets

Down

$40,423

Down $9,949 (-20%) from 2021

Liabilities

Up

$2,084

Up $1,258 (+152%) from 2021

Net Assets

Down

$38,339

Down $11,207 (-23%) from 2021

Operations
Liabilities / Revenue71st percentileNet Margin32nd percentile

Revenue

Down

$138,859

Down $13,866 (-9.1%) from 2021

Expenses

Up

$150,066

Up $7,674 (+5.4%) from 2021

Net Income

Down

-$11,207

Down $21,540 (-208%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth32nd percentile

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

$100K$50K$0Assets 2012: $83,480Liabilities 2012: $3,9952012Assets 2013: $96,982Liabilities 2013: $5,129Net Assets 2013: $91,8532013Assets 2014: $96,019Liabilities 2014: $5,584Net Assets 2014: $90,4352014Assets 2015: $69,609Liabilities 2015: $814Net Assets 2015: $68,7952015Assets 2016: $62,722Liabilities 2016: $739Net Assets 2016: $61,9832016Assets 2017: $62,479Liabilities 2017: $2,494Net Assets 2017: $59,9852017Assets 2018: $49,450Liabilities 2018: $2,235Net Assets 2018: $47,2152018Assets 2019: $48,151Liabilities 2019: $2,036Net Assets 2019: $46,1152019Assets 2020: $39,213Liabilities 2020: $0Net Assets 2020: $39,2132020Assets 2021: $50,372Liabilities 2021: $826Net Assets 2021: $49,5462021Assets 2022: $40,423Liabilities 2022: $2,084Net Assets 2022: $38,3392022

Highlighted filing

2022

Assets$40,423
Liabilities$2,084
Net Assets$38,339
Open 2022 Filing

Operations Trend

Revenue Growth43rd percentile

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

$200K$100K$0-$100KRevenue 2012: $120,209Expenses 2012: $110,364Net Income 2012: $9,8452012Revenue 2013: $136,577Expenses 2013: $124,209Net Income 2013: $12,3682013Revenue 2014: $128,752Expenses 2014: $130,170Net Income 2014: -$1,4182014Revenue 2015: $95,514Expenses 2015: $117,154Net Income 2015: -$21,6402015Revenue 2016: $101,720Expenses 2016: $108,532Net Income 2016: -$6,8122016Revenue 2017: $112,434Expenses 2017: $114,432Net Income 2017: -$1,9982017Revenue 2018: $114,479Expenses 2018: $127,249Net Income 2018: -$12,7702018Revenue 2019: $186,581Expenses 2019: $187,681Net Income 2019: -$1,1002019Revenue 2020: $129,072Expenses 2020: $135,974Net Income 2020: -$6,9022020Revenue 2021: $152,725Expenses 2021: $142,392Net Income 2021: $10,3332021Revenue 2022: $138,859Expenses 2022: $150,066Net Income 2022: -$11,2072022

Highlighted filing

2022

Revenue$138,859
Expenses$150,066
Net Income-$11,207
Open 2022 Filing

Filings

Most recent year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$40,423
Liabilities
$2,084
Net assets
$38,339
Revenue
$138,859
Expenses
$150,066
Net income
-$11,207
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.40$0.02$0.38$1.39$1.50$0.11
2021Detailed filing. Detailed filing data is available for this year.$0.50$0.01$0.50$1.53$1.42$0.10
2020Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$1.29$1.36$0.07
2019Detailed filing. Detailed filing data is available for this year.$0.48$0.02$0.46$1.87$1.88$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.49$0.02$0.47$1.14$1.27$0.13
2017Detailed filing. Detailed filing data is available for this year.$0.62$0.02$0.60$1.12$1.14$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.63$0.01$0.62$1.02$1.09$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.70$0.01$0.69$0.96$1.17$0.22
2014Detailed filing. Detailed filing data is available for this year.$0.96$0.06$0.90$1.29$1.30$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.97$0.05$0.92$1.37$1.24$0.12
2012Summary only. Only limited summary data is available for this year.$0.83$0.04$1.20$1.10$0.10
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Feb 20, 2022
Return Version
2021v4.0
Gross Receipts
$138,859
Mission and Program Overview

Mission

The organization's primary exempt purpose is to provide educational services - preschool and primary.

Program Services

DescriptionGrantsExpenses
PROVIDE PRESCHOOL AND PRIMARY EDUCATIONAL SERVICES. APPROXIMATELY 50 STUDENTS.-$150,066
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MEGAN DROSTEPresident-$0--
MEGHAN GOERINGTreasurer-$0--
JULIA NENOWSecretary-$0--
BRIAN HAPPELDirector-$0--
Filing and Contact Details

Filer

Filer Name
Casa Montessori School Inc
EIN
42-1173544
Phone
3192778121
Address
4227 DEENA DR, CEDAR FALLS, IA 50613

Signing Officer

Name
Meghan Goering
Title
Treasurer
Phone
3192778121
Signed
2022-02-20
Discuss with paid preparer
Yes

Preparer

Firm
Roth Tax & Accounting
Address
PO BOX 218, CEDAR FALLS, IA 50613
Preparer
John T Roth
Phone
3192770820
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses advertising 1,033 insurance 2,418 bank charges 308 dues & subscriptions 2,107 license & permits 135 meals & entertainment 254 repair & maintenance 737 supplies 9,433 continuing education 89 miscellaneous 210 total 16,724”

Form 990-ez, Part II, Line 24

“Other depreciable assets 17,715 17,715 less accumulated depreciation 17,715 17,715 total 0 0”

Form 990-ez, Part II, Line 26

“Payroll tax payable 826 2,084”

Form 990-ez, Part III

“The organization's primary exempt purpose is to provide educational services - preschool and primary.”

Raw XML Appendix137 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/PersonNm0MEGHAN GOERING
IRS990EZ/BooksInCareOfDetail/PhoneNum03199783120
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04227 DEENA DR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CEDAR FALLS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd050613
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt050372
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt040423
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-11207
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01782
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt050372
IRS990EZ/Form990TotalAssetsGrp/EOYAmt040423
IRS990EZ/GrossReceiptsAmt0138859
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt017
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt049546
IRS990EZ/NetAssetsOrFundBalancesEOYAmt038339
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt049546
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt038339
IRS990EZ/OccupancyRentUtltsAndMaintAmt015880
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MEGAN DROSTE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MEGHAN GOERING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JULIA NENOW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BRIAN HAPPEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt016724
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS TO PROVIDE EDUCATIONAL SERVICES - PRESCHOOL AND PRIMARY.
IRS990EZ/ProgramServiceRevenueAmt0138842
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE PRESCHOOL AND PRIMARY EDUCATIONAL SERVICES. APPROXIMATELY 50 STUDENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0150066
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt0115680
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0true
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0826
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt02084
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0150066
IRS990EZ/TotalProgramServiceExpensesAmt0150066
IRS990EZ/TotalRevenueAmt0138859
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.CASAMONTESSORICF.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/ExplanationTxt0NON-DISCRIMINATION POLICY PUBLISHED IN THE WATERLOO COURIER, THE LOCAL DAILY NEWSPAPER.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADVERTISING 1,033 INSURANCE 2,418 BANK CHARGES 308 DUES & SUBSCRIPTIONS 2,107 LICENSE & PERMITS 135 MEALS & ENTERTAINMENT 254 REPAIR & MAINTENANCE 737 SUPPLIES 9,433 CONTINUING EDUCATION 89 MISCELLANEOUS 210 TOTAL 16,724
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OTHER DEPRECIABLE ASSETS 17,715 17,715 LESS ACCUMULATED DEPRECIATION 17,715 17,715 TOTAL 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PAYROLL TAX PAYABLE 826 2,084
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS TO PROVIDE EDUCATIONAL SERVICES - PRESCHOOL AND PRIMARY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
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.
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MEGHAN GOERING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03192778121
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-02-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CASA MONTESSORI SCHOOL INC
ReturnHeader/Filer/BusinessNameControlTxt0CASA
ReturnHeader/Filer/EIN0421173544
ReturnHeader/Filer/PhoneNum03192778121
ReturnHeader/Filer/USAddress/AddressLine1Txt04227 DEENA DR
ReturnHeader/Filer/USAddress/CityNm0CEDAR FALLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050613
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271384831
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROTH TAX & ACCOUNTING
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 218
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CEDAR FALLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd050613
ReturnHeader/PreparerPersonGrp/PhoneNum03192770820
ReturnHeader/PreparerPersonGrp/PreparationDt02023-02-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN T ROTH
ReturnHeader/ReturnTs02023-02-27T16:43:49-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MEGHAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GOERING
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.