Civic Intelligence

Montessori Regional Charter School Foundation

EIN 46-3038344 • 501(c)3 • Erie, PA

Profile

Operated exclusively for the benefit of, and to perform functions on behalf of, Montessori Regional Charter School, a 501(c)(3) tax exempt organization

2549 W 8th StreetErie, PA 16505

n/A

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.03x

Higher debt load relative to assets than 72% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

77th percentile

0.04x

Higher debt load relative to revenue than 77% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

44th percentile

-0.3%

Higher net margin than 44% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

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 2024

Asset Growth

29th percentile

-25%

Faster asset growth than 29% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2024

Revenue Growth

77th percentile

29%

Faster revenue growth than 77% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2024

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Down

$92,658

Down $128,653 (-58%) from 2021

Liabilities

Down

$3,000

Down $598 (-17%) from 2021

Net Assets

Down

$89,658

Down $128,055 (-59%) from 2021

Operations
Liabilities / Revenue77th percentileNet Margin44th percentile

Revenue

Up

$72,819

Up $38,986 (+115%) from 2021

Expenses

Up

$73,047

Up $47,813 (+189%) from 2021

Net Income

Down

-$228

Down $8,827 (-103%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth29th percentile

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

$300K$200K$100K$0Assets 2016: $77,227Liabilities 2016: $17,673Net Assets 2016: $59,5542016Assets 2017: $112,672Liabilities 2017: $3,687Net Assets 2017: $108,9852017Assets 2018: $167,362Liabilities 2018: $862Net Assets 2018: $166,5002018Assets 2019: $197,270Liabilities 2019: $8,374Net Assets 2019: $188,8962019Assets 2020: $212,078Liabilities 2020: $2,964Net Assets 2020: $209,1142020Assets 2021: $221,311Liabilities 2021: $3,598Net Assets 2021: $217,7132021Assets 2024: $92,658Liabilities 2024: $3,000Net Assets 2024: $89,6582024

Highlighted filing

2024

Assets$92,658
Liabilities$3,000
Net Assets$89,658
Open 2024 Filing

Operations Trend

Revenue Growth77th percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2016: $105,635Expenses 2016: $86,232Net Income 2016: $19,4032016Revenue 2017: $162,406Expenses 2017: $112,975Net Income 2017: $49,4312017Revenue 2018: $158,733Expenses 2018: $101,218Net Income 2018: $57,5152018Revenue 2019: $89,236Expenses 2019: $66,840Net Income 2019: $22,3962019Revenue 2020: $102,631Expenses 2020: $82,413Net Income 2020: $20,2182020Revenue 2021: $33,833Expenses 2021: $25,234Net Income 2021: $8,5992021Revenue 2024: $72,819Expenses 2024: $73,047Net Income 2024: -$2282024

Highlighted filing

2024

Revenue$72,819
Expenses$73,047
Net Income-$228
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$92,658
Liabilities
$3,000
Net assets
$89,658
Revenue
$72,819
Expenses
$73,047
Net income
-$228
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.93$0.03$0.90$0.73$0.73$0.00
2021Detailed filing. Detailed filing data is available for this year.$2.21$0.04$2.18$0.34$0.25$0.09
2020Detailed filing. Detailed filing data is available for this year.$2.12$0.03$2.09$1.03$0.82$0.20
2019Detailed filing. Detailed filing data is available for this year.$1.97$0.08$1.89$0.89$0.67$0.22
2018Detailed filing. Detailed filing data is available for this year.$1.67$0.01$1.67$1.59$1.01$0.58
2017Detailed filing. Detailed filing data is available for this year.$1.13$0.04$1.09$1.62$1.13$0.49
2016Detailed filing. Detailed filing data is available for this year.$0.77$0.18$0.60$1.06$0.86$0.19
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Mar 25, 2025
Return Version
2023v6.0
Gross Receipts
$72,819
Mission and Program Overview

Mission

Operated exclusively for the benefit of, and to perform functions on behalf of, Montessori Regional Charter School, a 501(c)(3) tax exempt organization and a Pennsylvania nonprofit corporation.

Operated exclusively for the benefit of, and to perform functions on behalf of, Montessori Regional Charter School, a 501(c)(3) tax exempt organization

Program Services

DescriptionGrantsExpenses
Support innovating educational programs and projects for the Montessori Regional Charter School$0$56,540
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mark ZielinskiCEO-$0--
Craig PalmerSecretary-$0--
Geoffrey GinaderMember-$0--
Vanessa WilkinsTreasurer-$0--
Ashley SullivanMember-$0--
Filing and Contact Details

Filer

Filer Name
Montessori Regional Charter School Foundation
EIN
46-3038344
Phone
8148337771
Address
2549 W 8th Street, Erie, PA 16505

Signing Officer

Name
Mark Zielinski
Title
President
Phone
8148337771
Signed
2025-03-25
Discuss with paid preparer
Yes

Preparer

Firm
Hosack Specht Muetzel & Wood
Address
2 Penn Center West Suite 326, Pittsburgh, PA 15276
Preparer
Peter Vancheri
Phone
4123439200
Supplemental Narrative

Additional Explanations

Other

“Part 1 Line 16”

Other

“Description: Payroll Taxes $534, Insurance $9,842 , Travel $2,147 , and Miscellaneous $628”

Form 990EZ, Part I, Line 16

“Payroll Taxes 534.”

Form 990EZ, Part I, Line 16

“Insurance 9842.”

Form 990EZ, Part I, Line 16

“Travel 2147.”

Form 990EZ, Part I, Line 16

“Miscellaneous 628.”

Raw XML Appendix176 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/CityNm0Erie
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IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt092786
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IRS990EZ/MethodOfAccountingAccrualInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Mark Zielinski
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Craig Palmer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Geoffrey Ginader
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CEO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Member
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt013151
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/PrintingPublicationsPostageAmt0593
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt073047
IRS990EZ/TotalProgramServiceExpensesAmt056540
IRS990EZ/TotalRevenueAmt072819
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt072819
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt05800
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt086844
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IRS990ScheduleA/InvestmentIncomeCYPct00
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IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt072819
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt086844
IRS990ScheduleA/TotalSupportAmt086844
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Part 1 Line 16
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: Payroll Taxes $534, Insurance $9,842 , Travel $2,147 , and Miscellaneous $628
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Payroll Taxes 534.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0Mark Zielinski
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum08148337771
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-25
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ReturnHeader/Filer/EIN0463038344
ReturnHeader/Filer/PhoneNum08148337771
ReturnHeader/Filer/USAddress/AddressLine1Txt02549 W 8th Street
ReturnHeader/Filer/USAddress/CityNm0Erie
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ReturnHeader/PreparerPersonGrp/PhoneNum04123439200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Peter Vancheri
ReturnHeader/ReturnTs02025-03-25T06:41:17-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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