Civic Intelligence

Isthmus Montessori Academy Inc

EIN 45-4480175 • 501(c)3 • Madison, WI

Profile

Our mission is to provide an aid to life through a holistic AMI Montessori Education; helping children achieve their greatest success, develop independence, and live with kindness.

1802 Pankratz StMadison, WI 53704

isthmusmontessoriacademy.org

Siviq Scores

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

Liabilities / Assets

90th percentile

0.78x

Higher debt load relative to assets than 90% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

88th percentile

0.93x

Higher debt load relative to revenue than 88% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

34th percentile

-1.7%

Higher net margin than 34% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

27th percentile

-3.8%

Faster asset growth than 27% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

44th percentile

4.0%

Faster revenue growth than 44% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets90th percentile

Assets

Down

$4,223,704

Down $166,488 (-3.8%) from 2023

Liabilities

Down

$3,301,494

Down $102,681 (-3.0%) from 2023

Net Assets

Down

$922,210

Down $63,807 (-6.5%) from 2023

Operations
Liabilities / Revenue88th percentileNet Margin34th percentile

Revenue

Up

$3,565,056

Up $138,033 (+4.0%) from 2023

Expenses

Up

$3,626,559

Up $561,983 (+18%) from 2023

Net Income

Down

-$61,503

Down $423,950 (-117%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth27th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MAssets 2013: $41,927Liabilities 2013: $93,166Net Assets 2013: -$51,2392013Assets 2014: $153,935Liabilities 2014: $114,385Net Assets 2014: $39,5502014Assets 2015: $193,358Liabilities 2015: $106,982Net Assets 2015: $86,3762015Assets 2016: $457,578Liabilities 2016: $291,941Net Assets 2016: $165,6372016Assets 2017: $447,355Liabilities 2017: $173,270Net Assets 2017: $274,0852017Assets 2018: $742,433Liabilities 2018: $497,386Net Assets 2018: $245,0472018Assets 2019: $1,067,168Liabilities 2019: $984,957Net Assets 2019: $82,2112019Assets 2020: $1,341,624Liabilities 2020: $909,586Net Assets 2020: $432,0382020Assets 2021: $1,658,457Liabilities 2021: $783,190Net Assets 2021: $875,2672021Assets 2022: $1,356,154Liabilities 2022: $732,584Net Assets 2022: $623,5702022Assets 2023: $4,390,192Liabilities 2023: $3,404,175Net Assets 2023: $986,0172023Assets 2024: $4,223,704Liabilities 2024: $3,301,494Net Assets 2024: $922,2102024

Highlighted filing

2024

Assets$4,223,704
Liabilities$3,301,494
Net Assets$922,210
Open 2024 Filing

Operations Trend

Revenue Growth44th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2013: $182,510Expenses 2013: $194,391Net Income 2013: -$11,8812013Revenue 2014: $339,780Expenses 2014: $294,370Net Income 2014: $45,4102014Revenue 2015: $477,396Expenses 2015: $430,570Net Income 2015: $46,8262015Revenue 2016: $619,280Expenses 2016: $538,962Net Income 2016: $80,3182016Revenue 2017: $884,970Expenses 2017: $776,522Net Income 2017: $108,4482017Revenue 2018: $862,674Expenses 2018: $891,712Net Income 2018: -$29,0382018Revenue 2019: $2,725,122Expenses 2019: $2,843,596Net Income 2019: -$118,4742019Revenue 2020: $2,874,348Expenses 2020: $2,524,521Net Income 2020: $349,8272020Revenue 2021: $2,822,282Expenses 2021: $2,482,839Net Income 2021: $339,4432021Revenue 2022: $2,989,344Expenses 2022: $3,241,041Net Income 2022: -$251,6972022Revenue 2023: $3,427,023Expenses 2023: $3,064,576Net Income 2023: $362,4472023Revenue 2024: $3,565,056Expenses 2024: $3,626,559Net Income 2024: -$61,5032024

Highlighted filing

2024

Revenue$3,565,056
Expenses$3,626,559
Net Income-$61,503
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,223,704
Liabilities
$3,301,494
Net assets
$922,210
Revenue
$3,565,056
Expenses
$3,626,559
Net income
-$61,503
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.22$3.30$0.92$3.57$3.63$0.06
2023Detailed filing. Detailed filing data is available for this year.$4.39$3.40$0.99$3.43$3.06$0.36
2022Detailed filing. Detailed filing data is available for this year.$1.36$0.73$0.62$2.99$3.24$0.25
2021Detailed filing. Detailed filing data is available for this year.$1.66$0.78$0.88$2.82$2.48$0.34
2020Detailed filing. Detailed filing data is available for this year.$1.34$0.91$0.43$2.87$2.52$0.35
2019Detailed filing. Detailed filing data is available for this year.$1.07$0.98$0.08$2.73$2.84$0.12
2018Summary only. Only limited summary data is available for this year.$0.74$0.50$0.25$0.86$0.89$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.45$0.17$0.27$0.88$0.78$0.11
2016Detailed filing. Detailed filing data is available for this year.$0.46$0.29$0.17$0.62$0.54$0.08
2015Detailed filing. Detailed filing data is available for this year.$0.19$0.11$0.09$0.48$0.43$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.15$0.11$0.04$0.34$0.29$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.04$0.09$0.05$0.18$0.19$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Aug 1, 2023 to Jul 31, 2024
Signed
Mar 3, 2025
Return Version
2023v6.0
Gross Receipts
$3,747,466
Mission and Program Overview

Mission

Our mission is to provide an aid to life through a holistic AMI Montessori Education; helping children achieve their greatest success, develop independence, and live with kindness.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$4,248,363$3,862,590▼ $385,773
Cash and Non-Interest-Bearing Accounts$224,321$303,619▲ $79,298
Accounts Receivable$49,830$37,578▼ $12,252
Prepaid Expenses and Deferred Charges$14,159$19,917▲ $5,758
Total Assets$4,536,673$4,223,704▼ $312,969
Liabilities
Mortgage Notes Payable Secured by Investment Property$3,251,763$3,123,205▼ $128,558
Accounts Payable and Accrued Expenses$286,349$140,462▼ $145,887
Other Liabilities$4,720$31,889▲ $27,169
Deferred Revenue$10,128$5,938▼ $4,190
Total Liabilities$3,552,960$3,301,494▼ $251,466
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$983,713$922,210▼ $61,503
Total Net Assets Fund Balance$983,713$922,210▼ $61,503
Total Liabilities and Net Assets / Fund Balance$4,536,673$4,223,704▼ $312,969

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,235,907$675,569$3,911,476
Land$538,000-$538,000
Equipment$88,683$138,565$227,248
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Benedict MoudryDirector
Carol HicksDirector
Hanif NuManDirector
Jessi WortmanDirector
Troy VossellerDirector
Carrie MarletteCo-Founder
Melissa DroesslerCo-Founder
Revenue and Support

Revenue Composition

Contributions and Grants
$55,712
Program Service Revenue
$3,654,301
Investment Income
$-182,410
Other Revenue
$37,453
All Other Contributions
$55,712
Change in Net Assets
$-61,503

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,565,056
Total Revenue per Audited Statements
$3,565,056
Total Revenue per Form 990
$3,565,056
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,422,251
Other Expenses$1,204,308
Total Fundraising Expense$54,457
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,765,452$246,342$41,057$2,052,851
Interest$235,364--$235,364
Depreciation Depletion$189,869$25,891-$215,760
Other Employee Benefits$178,754$24,942$4,157$207,853
Fees for Services Legal-$164,393-$164,393
Occupancy$139,059$19,403$3,234$161,696
Payroll Taxes$138,930$19,386$3,231$161,547
All Other Expenses$48,173$55,853-$104,026
Other Expenses$80,079$122$1,163$80,079
Travel$61,528$8,515$915$70,958
Insurance$19,353$2,700$450$22,503
Office Expenses-$22,025-$22,025
Information Technology$8,227$1,148$191$9,566
Fees for Services Other$2,544$355$59$2,958
Advertising$2,470--$2,470
Total Functional Expenses$2,981,027$591,075$54,457$3,626,559

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,626,559
Total Expenses per Audited Statements$3,626,559
Total Expenses per Form 990$3,626,559
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Liabilities$24,660
Accrued Expenses$7,229
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

“Tax Return was presented to Board prior to filing via e-mail.”

Governing documents etc available to public Part VI line 19

“All governing documents and tax returns of the organization are review by request by calling the organizations office, the request can also be made in person.”

Filing and Contact Details

Filer

Filer Name
Isthmus Montessori Academy Inc
EIN
45-4480175
Address
1802 Pankratz St, Madison, WI 53704

Signing Officer

Name
Melissa Droessler
Title
Co-Founder
Phone
6086618200
Signed
2025-03-03
Discuss with paid preparer
No

Organization Details

Principal Officer
Melissa Droessler
Formed
2012
Legal Domicile
Wi
Voting Board Members
7
Independent Board Members
5
Employees
69
Volunteers
100

Preparer

Firm
Legacy Tax & Financial
Address
707 Lois Drive, Sun Prairie, WI 53590
Preparer
Brandon Donkersgoed CPA
Phone
6088344411
Supplemental Narrative

Additional Explanations

List of other fees for services expenses Part IX line 11G

“Other professional service are subcontracted services for professional school services such as nursing and special education.”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/OtherExpensesGrp/ProgramServicesAmt18531
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IRS990/OtherExpensesGrp/ProgramServicesAmt380079
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IRS990/OtherExpensesGrp/TotalAmt19694
IRS990/OtherExpensesGrp/TotalAmt224370
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IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
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IRS990/RevenueAmt03509344
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IRS990ScheduleD/BuildingsGrp/DepreciationAmt0675569
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IRS990ScheduleD/EquipmentGrp/BookValueAmt088683
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0138565
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0227248
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IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
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IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
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IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Tax Return was presented to Board prior to filing via e-mail.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1All governing documents and tax returns of the organization are review by request by calling the organizations office, the request can also be made in person.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Other professional service are subcontracted services for professional school services such as nursing and special education.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2List of other fees for services expenses Part IX line 11g
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IRS990/TotalEmployeeCnt069
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0591075
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02981027
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IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesEOYAmt03301494
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0922210
IRS990/TotalOtherCompensationAmt00
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IRS990/TotalProgramServiceRevenueAmt03654301
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt03509344
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03565056
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0100
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04536673
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04223704
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/FundraisingAmt0915
IRS990/TravelGrp/ManagementAndGeneralAmt08515
IRS990/TravelGrp/ProgramServicesAmt061528
IRS990/TravelGrp/TotalAmt070958
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0isthmusmontessoriacademy.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Melissa Droessler
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Co-Founder
ReturnHeader/BusinessOfficerGrp/PhoneNum06086618200
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Isthmus Montessori Academy Inc
ReturnHeader/Filer/BusinessNameControlTxt0ISTH
ReturnHeader/Filer/EIN0454480175
ReturnHeader/Filer/USAddress/AddressLine1Txt01802 Pankratz St
ReturnHeader/Filer/USAddress/CityNm0Madison
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053704
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0453590933
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Legacy Tax & Financial

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