Civic Intelligence

Southlake Montessori

EIN 46-5685413 • 501(c)3 • Grapevine, TX

Pub. 78 Eligible990-N Coverage

Profile

Southlake montessori has only one purpose and that is to provide ami recognized, montessori education to children ages 3 to 12 years. Our community is composed of 32 students (23 students in our primary level ages 3 to 6 years, and 9 students in our elementary level ages 6 to 12 years.) we follow a traditional school calendar from august through june with breaks and major holidays following for the most part that of the local public school district.

1105 N Wall StreetGrapevine, TX 76051

www.southlakemontessori.org

Siviq Scores

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

Liabilities / Assets

85th percentile

0.31x

Higher debt load relative to assets than 85% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

88th percentile

0.26x

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

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

24th percentile

-18%

Higher net margin than 24% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

35th percentile

-14%

Faster asset growth than 35% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

29th percentile

-23%

Faster revenue growth than 29% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets85th percentile

Assets

Down

$417,194

Down $69,010 (-14%) from 2024

Liabilities

Up

$129,375

Up $22,662 (+21%) from 2024

Net Assets

Down

$287,819

Down $91,672 (-24%) from 2024

Operations
Liabilities / Revenue88th percentileNet Margin24th percentile

Revenue

Down

$490,190

Down $147,724 (-23%) from 2024

Expenses

Up

$580,777

Up $22,128 (+4.0%) from 2024

Net Income

Down

-$90,587

Down $169,852 (-214%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth35th percentile

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

$600K$400K$200K$0-$200KAssets 2015: $68,937Liabilities 2015: $175,976Net Assets 2015: -$107,0392015Assets 2016: $37,740Liabilities 2016: $199,242Net Assets 2016: -$161,5022016Assets 2017: $83,603Liabilities 2017: $246,326Net Assets 2017: -$162,7232017Assets 2018: $180,207Liabilities 2018: $191,431Net Assets 2018: -$11,2242018Assets 2019: $109,685Liabilities 2019: $176,853Net Assets 2019: -$67,1682019Assets 2020: $85,613Liabilities 2020: $204,291Net Assets 2020: -$118,6782020Assets 2021: $233,896Liabilities 2021: $355,868Net Assets 2021: -$121,9722021Assets 2022: $442,683Liabilities 2022: $263,377Net Assets 2022: $179,3062022Assets 2023: $465,923Liabilities 2023: $165,697Net Assets 2023: $300,2262023Assets 2024: $486,204Liabilities 2024: $106,713Net Assets 2024: $379,4912024Assets 2025: $417,194Liabilities 2025: $129,375Net Assets 2025: $287,8192025

Highlighted filing

2025

Assets$417,194
Liabilities$129,375
Net Assets$287,819
Open 2025 Filing

Operations Trend

Revenue Growth29th percentile

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

$800K$600K$400K$200K$0-$200KRevenue 2015: $197,397Expenses 2015: $304,694Net Income 2015: -$107,2972015Revenue 2016: $292,374Expenses 2016: $329,502Net Income 2016: -$37,1282016Revenue 2017: $457,351Expenses 2017: $444,720Net Income 2017: $12,6312017Revenue 2018: $674,179Expenses 2018: $562,943Net Income 2018: $111,2362018Revenue 2019: $430,098Expenses 2019: $518,055Net Income 2019: -$87,9572019Revenue 2020: $283,935Expenses 2020: $335,445Net Income 2020: -$51,5102020Revenue 2021: $375,435Expenses 2021: $370,552Net Income 2021: $4,8832021Revenue 2022: $677,382Expenses 2022: $356,104Net Income 2022: $321,2782022Revenue 2023: $599,729Expenses 2023: $474,894Net Income 2023: $124,8352023Revenue 2024: $637,914Expenses 2024: $558,649Net Income 2024: $79,2652024Revenue 2025: $490,190Expenses 2025: $580,777Net Income 2025: -$90,5872025

Highlighted filing

2025

Revenue$490,190
Expenses$580,777
Net Income-$90,587
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$417,194
Liabilities
$129,375
Net assets
$287,819
Revenue
$490,190
Expenses
$580,777
Net income
-$90,587
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.17$1.29$2.88$4.90$5.81$0.91
2024Detailed filing. Detailed filing data is available for this year.$4.86$1.07$3.79$6.38$5.59$0.79
2023Detailed filing. Detailed filing data is available for this year.$4.66$1.66$3.00$6.00$4.75$1.25
2022Detailed filing. Detailed filing data is available for this year.$4.43$2.63$1.79$6.77$3.56$3.21
2021Detailed filing. Detailed filing data is available for this year.$2.34$3.56$1.22$3.75$3.71$0.05
2020Detailed filing. Detailed filing data is available for this year.$0.86$2.04$1.19$2.84$3.35$0.52
2019Detailed filing. Detailed filing data is available for this year.$1.10$1.77$0.67$4.30$5.18$0.88
2018Detailed filing. Detailed filing data is available for this year.$1.80$1.91$0.11$6.74$5.63$1.11
2017Detailed filing. Detailed filing data is available for this year.$0.84$2.46$1.63$4.57$4.45$0.13
2016Detailed filing. Detailed filing data is available for this year.$0.38$1.99$1.62$2.92$3.30$0.37
2015Detailed filing. Detailed filing data is available for this year.$0.69$1.76$1.07$1.97$3.05$1.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Jan 22, 2026
Return Version
2024v5.0
Gross Receipts
$495,303
Mission and Program Overview

Mission

Southlake montessori has only one purpose and that is to provide ami recognized, montessori education to children ages 3 to 12 years. Our community is composed of 32 students (23 students in our primary level ages 3 to 6 years, and 9 students in our elementary level ages 6 to 12 years.) we follow a traditional school calendar from august through june with breaks and major holidays following for the most part that of the local public school district.

To provide a premier, not-for-profit ami montessori program that fosters the unique academic, social, and personal development of each student and motivates them for a lifetime of learning and success.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$430,215$357,467▼ $72,748
Rtn Earn Endowment Incm Other Fnds$379,491$287,819▼ $91,672
Savings and Temporary Cash Investments$51,539$53,907▲ $2,368
Accounts Receivable$4,088$5,820▲ $1,732
Total Assets$486,204$417,194▼ $69,010
Other Assets Total$362--
Liabilities
Other Liabilities$104,801$127,875▲ $23,074
Accounts Payable and Accrued Expenses$1,912$1,500▼ $412
Total Liabilities$106,713$129,375▲ $22,662
Net Assets / Fund Balance
Total Net Assets Fund Balance$379,491$287,819▼ $91,672
Total Liabilities and Net Assets / Fund Balance$486,204$417,194▼ $69,010
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Debra RiordanHeadmaster/vFT$85,000$85,000

Board Members and Trustees

NameTitle
Cristina ScottPresident
Omar GarzaBoard Member
Sean YanBoard Member
Bonnie HamiltonSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$15,517
Program Service Revenue
$452,369
Investment Income
$17,035
Other Revenue
$5,269
All Other Contributions
$15,517
Change in Net Assets
$-90,587
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$338,581
Other Expenses$242,196
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$221,117--$221,117
Occupancy$143,027$533-$143,560
Current Officers, Directors, Trustees, and Key Employees$85,000--$85,000
Payroll Taxes$25,661--$25,661
Advertising$16,973--$16,973
Office Expenses$16,060--$16,060
Fees for Services Other$10,814$1,624-$12,438
Conferences and Meetings$10,507--$10,507
All Other Expenses$9,240--$9,240
Other Employee Benefits$6,803--$6,803
Fees for Services Accounting-$6,752-$6,752
Insurance$5,086--$5,086
Other Expenses$3,214--$3,214
Fees for Services Legal$640--$640
Total Functional Expenses$571,868$8,909$0$580,777
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$9,442
Fundraising Direct Expenses$5,113
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
Tuition Deposits$122,375
Other Deferred Revenue$5,500
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
Yes
Other officer compensation reviewed
Yes
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, Page 6, Part VI, Line 7A

“Skill sets needed on the board are identified and calls for interested new board members are released. Interested individuals provide their resumes and are interviewed by current members. New members are then chosen.”

Form 990, Page 6, Part VI, Line 11B

“The return will be reviewed by the headmaster and the board secretary prior to filing with the irs.”

Form 990, Page 6, Part VI, Line 15A

“Salaries are proposed by the head of school along with data from the most current ami-usa salary survey and a salary pool is approved by the board.”

Form 990, Page 6, Part VI, Line 15B

“Salaries are proposed by the head of school along with data from the most current ami-usa salary survey and a salary pool is approved by the board.”

Form 990, Page 6, Part VI, Line 19

“The governing documents are made available upon request.”

Filing and Contact Details

Filer

Filer Name
Southlake Montessori
EIN
46-5685413
Phone
8177561726
Address
1105 N WALL STREET, GRAPEVINE, TX 76051

Signing Officer

Name
Debra Riordan
Title
Headmaster/v-pres
Phone
8175577520
Signed
2026-01-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Cristina Scott
Formed
2014
Legal Domicile
TX
Voting Board Members
5
Independent Board Members
4
Employees
11

Preparer

Firm
Psk Llp
Address
3001 MEDLIN DR STE 100, ARLINGTON, TX 76015
Preparer
Susan Harris
Phone
8176643000
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“Southlake montessori has only one purpose and that is to provide ami recognized, montessori education to children ages 15 months to 12 years. Our community is composed of 40 students (7 toddler age sudents, 19 students in our primary level ages 3 to 6 years, and 14 students in our elementary level ages 6 to 12 years.) we follow a traditional school calendar from august through june with breaks and major holidays following for the most part that of the local public school district.”

Raw XML Appendix370 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.

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IRS990/MissionDesc0SOUTHLAKE MONTESSORI HAS ONLY ONE PURPOSE AND THAT IS TO PROVIDE AMI RECOGNIZED, MONTESSORI EDUCATION TO CHILDREN AGES 15 MONTHS TO 12 YEARS. OUR COMMUNITY IS COMPOSED OF 40 STUDENTS (7 TODDLER AGE SUDENTS, 19 STUDENTS IN OUR PRIMARY LEVEL AGES 3 TO 6 YEARS, AND 14 STUDENTS IN OUR ELEMENTARY LEVEL AGES 6 TO 12 YEARS.) WE FOLLOW A TRADITIONAL SCHOOL CALENDAR FROM AUGUST THROUGH JUNE WITH BREAKS AND MAJOR HOLIDAYS FOLLOWING FOR THE MOST PART THAT OF THE LOCAL PUBLIC SCHOOL DISTRICT.
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IRS990/PYRevenuesLessExpensesAmt079265
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IRS990/PYTotalExpensesAmt0558649
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IRS990/SavingsAndTempCashInvstGrp/BOYAmt051539
IRS990/SavingsAndTempCashInvstGrp/EOYAmt053907
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt15500
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0TUITION DEPOSITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1OTHER DEFERRED REVENUE
IRS990ScheduleD/TotalLiabilityAmt0127875
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
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IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
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IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
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IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0APPLICATIONS ALL HAVE A NON-DISCRIMINATION STATEMENT INCLUDED. ALSO, THE NON-DISCRIMINATION POLICY WAS PUBLISHED IN THE DALLAS MORNING NEWS. FINALLY, THE NON-DISCRIMINATION POLICY IS INCLUDED ON THE WEBSITE.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, LINE 3
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SOUTHLAKE MONTESSORI HAS ONLY ONE PURPOSE AND THAT IS TO PROVIDE AMI RECOGNIZED, MONTESSORI EDUCATION TO CHILDREN AGES 15 MONTHS TO 12 YEARS. OUR COMMUNITY IS COMPOSED OF 40 STUDENTS (7 TODDLER AGE SUDENTS, 19 STUDENTS IN OUR PRIMARY LEVEL AGES 3 TO 6 YEARS, AND 14 STUDENTS IN OUR ELEMENTARY LEVEL AGES 6 TO 12 YEARS.) WE FOLLOW A TRADITIONAL SCHOOL CALENDAR FROM AUGUST THROUGH JUNE WITH BREAKS AND MAJOR HOLIDAYS FOLLOWING FOR THE MOST PART THAT OF THE LOCAL PUBLIC SCHOOL DISTRICT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SKILL SETS NEEDED ON THE BOARD ARE IDENTIFIED AND CALLS FOR INTERESTED NEW BOARD MEMBERS ARE RELEASED. INTERESTED INDIVIDUALS PROVIDE THEIR RESUMES AND ARE INTERVIEWED BY CURRENT MEMBERS. NEW MEMBERS ARE THEN CHOSEN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE RETURN WILL BE REVIEWED BY THE HEADMASTER AND THE BOARD SECRETARY PRIOR TO FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SALARIES ARE PROPOSED BY THE HEAD OF SCHOOL ALONG WITH DATA FROM THE MOST CURRENT AMI-USA SALARY SURVEY AND A SALARY POOL IS APPROVED BY THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SALARIES ARE PROPOSED BY THE HEAD OF SCHOOL ALONG WITH DATA FROM THE MOST CURRENT AMI-USA SALARY SURVEY AND A SALARY POOL IS APPROVED BY THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/TerminateOperationsInd0false
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IRS990/TotalContributionsAmt015517
IRS990/TotalEmployeeCnt011
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt08909
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0571868
IRS990/TotalFunctionalExpensesGrp/TotalAmt0580777
IRS990/TotalGrossUBIAmt00
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IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt07958
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt07958
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IRS990/TotalProgramServiceRevenueAmt0452369
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IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02490 TREE HOUSE DR
IRS990/USAddress/CityNm0WOODBRIDGE
IRS990/USAddress/StateAbbreviationCd0VA
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IRS990/WebsiteAddressTxt0WWW.SOUTHLAKEMONTESSORI.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DEBRA RIORDAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0HEADMASTER/V-PRES
ReturnHeader/BusinessOfficerGrp/PhoneNum08175577520
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-01-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUTHLAKE MONTESSORI
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0465685413
ReturnHeader/Filer/PhoneNum08177561726
ReturnHeader/Filer/USAddress/AddressLine1Txt01105 N WALL STREET
ReturnHeader/Filer/USAddress/CityNm0GRAPEVINE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd076051
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0751486711
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PSK LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03001 MEDLIN DR STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ARLINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd076015
ReturnHeader/PreparerPersonGrp/PhoneNum08176643000
ReturnHeader/PreparerPersonGrp/PreparationDt02026-01-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUSAN HARRIS
ReturnHeader/ReturnTs02026-01-26T12:08:30-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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