Civic Intelligence

Parents for Montessori Education I

EIN 52-1436080 • 501(c)3 • Annapolis, MD

Profile

To provide education to children which is consistent with the teachings of maria montessori.

1641 N Winchester RoadAnnapolis, MD 21409

www.montessoriinternational.org

Siviq Scores

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

Liabilities / Assets

67th percentile

0.29x

Higher debt load relative to assets than 67% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

84th percentile

0.99x

Higher debt load relative to revenue than 84% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Net Margin

29th percentile

-3.0%

Higher net margin than 29% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Top Officer Pay

38th percentile

$101,846

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 3.8% of source-year revenue.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Asset Growth

78th percentile

17%

Faster asset growth than 78% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

26th percentile

-5.7%

Faster revenue growth than 26% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Assets

Up

$9,009,332

Up $1,335,382 (+17%) from 2024

Liabilities

Up

$2,654,955

Up $1,786,789 (+206%) from 2024

Net Assets

Down

$6,354,377

Down $451,407 (-6.6%) from 2024

Revenue

Down

$2,679,925

Down $163,015 (-5.7%) from 2024

Expenses

Up

$2,760,119

Up $189,527 (+7.4%) from 2024

Net Income

Down

-$80,194

Down $352,542 (-129%) from 2024

Trend Graphs

Balance Sheet Trend

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

$10M$5.0M$0Assets 2011: $3,344,570Liabilities 2011: $1,200,207Net Assets 2011: $2,144,3632011Assets 2012: $3,381,653Liabilities 2012: $1,158,134Net Assets 2012: $2,223,5192012Assets 2013: $3,600,896Liabilities 2013: $1,187,670Net Assets 2013: $2,413,2262013Assets 2014: $3,879,705Liabilities 2014: $1,200,624Net Assets 2014: $2,679,0812014Assets 2015: $4,162,390Liabilities 2015: $1,228,055Net Assets 2015: $2,934,3352015Assets 2016: $4,124,704Liabilities 2016: $907,501Net Assets 2016: $3,217,2032016Assets 2017: $4,593,326Liabilities 2017: $940,831Net Assets 2017: $3,652,4952017Assets 2018: $5,092,064Liabilities 2018: $914,228Net Assets 2018: $4,177,8362018Assets 2019: $5,509,097Liabilities 2019: $901,784Net Assets 2019: $4,607,3132019Assets 2020: $5,555,906Liabilities 2020: $853,859Net Assets 2020: $4,702,0472020Assets 2021: $6,280,693Liabilities 2021: $1,096,536Net Assets 2021: $5,184,1572021Assets 2022: $6,426,433Liabilities 2022: $831,848Net Assets 2022: $5,594,5852022Assets 2023: $7,284,899Liabilities 2023: $1,075,406Net Assets 2023: $6,209,4932023Assets 2024: $7,673,950Liabilities 2024: $868,166Net Assets 2024: $6,805,7842024Assets 2025: $9,009,332Liabilities 2025: $2,654,955Net Assets 2025: $6,354,3772025

Highlighted filing

2025

Assets$9,009,332
Liabilities$2,654,955
Net Assets$6,354,377

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $1,431,3632011Revenue 2012: $1,606,975Expenses 2012: $1,512,460Net Income 2012: $94,5152012Expenses 2013: $1,566,6852013Revenue 2014: $1,862,234Expenses 2014: $1,661,271Net Income 2014: $200,9632014Revenue 2015: $1,949,645Expenses 2015: $1,704,245Net Income 2015: $245,4002015Revenue 2016: $2,086,466Expenses 2016: $1,748,859Net Income 2016: $337,6072016Revenue 2017: $2,095,452Expenses 2017: $1,784,804Net Income 2017: $310,6482017Revenue 2018: $2,210,608Expenses 2018: $1,774,452Net Income 2018: $436,1562018Revenue 2019: $2,296,077Expenses 2019: $1,897,038Net Income 2019: $399,0392019Revenue 2020: $1,953,190Expenses 2020: $1,900,922Net Income 2020: $52,2682020Revenue 2021: $1,992,165Expenses 2021: $1,839,919Net Income 2021: $152,2462021Revenue 2022: $2,558,188Expenses 2022: $1,879,334Net Income 2022: $678,8542022Revenue 2023: $2,664,447Expenses 2023: $1,998,600Net Income 2023: $665,8472023Revenue 2024: $2,842,940Expenses 2024: $2,570,592Net Income 2024: $272,3482024Revenue 2025: $2,679,925Expenses 2025: $2,760,119Net Income 2025: -$80,1942025

Highlighted filing

2025

Revenue$2,679,925
Expenses$2,760,119
Net Income-$80,194

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$9.01$2.65$6.35$2.68$2.76$0.08
2024Detailed filing. Detailed filing data is available for this year.$7.67$0.87$6.81$2.84$2.57$0.27
2023Detailed filing. Detailed filing data is available for this year.$7.28$1.08$6.21$2.66$2.00$0.67
2022Detailed filing. Detailed filing data is available for this year.$6.43$0.83$5.59$2.56$1.88$0.68
2021Detailed filing. Detailed filing data is available for this year.$6.28$1.10$5.18$1.99$1.84$0.15
2020Detailed filing. Detailed filing data is available for this year.$5.56$0.85$4.70$1.95$1.90$0.05
2019Detailed filing. Detailed filing data is available for this year.$5.51$0.90$4.61$2.30$1.90$0.40
2018Detailed filing. Detailed filing data is available for this year.$5.09$0.91$4.18$2.21$1.77$0.44
2017Detailed filing. Detailed filing data is available for this year.$4.59$0.94$3.65$2.10$1.78$0.31
2016Detailed filing. Detailed filing data is available for this year.$4.12$0.91$3.22$2.09$1.75$0.34
2015Detailed filing. Detailed filing data is available for this year.$4.16$1.23$2.93$1.95$1.70$0.25
2014Detailed filing. Detailed filing data is available for this year.$3.88$1.20$2.68$1.86$1.66$0.20
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.60$1.19$2.41$1.57
2012Summary only. Only limited summary data is available for this year.$3.38$1.16$2.22$1.61$1.51$0.09
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.34$1.20$2.14$1.43
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 18, 2025
Return Version
2024v5.2
Gross Receipts
$3,862,235
Mission and Program Overview

Mission

To provide education to children which is consistent with the teachings of Maria Montessori.

To provide a montessori education, guided by association montessori internationale (ami) principles, that fosters the intellectual curiousity and creativity of their students.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$3,131,615$3,355,952▲ $224,337
Investments in Publicly Traded Securities$1,992,142$2,018,261▲ $26,119
Land, Buildings, and Equipment, Net$2,388,820$1,997,420▼ $391,400
Accounts Receivable$1,431,413$1,320,922▼ $110,491
Cash and Non-Interest-Bearing Accounts$126,150$71,370▼ $54,780
Prepaid Expenses and Deferred Charges$30,734$34,131▲ $3,397
Total Assets$9,105,363$9,009,332▼ $96,031
Other Assets Total$4,489$211,276▲ $206,787
Liabilities
Deferred Revenue$2,154,562$2,179,269▲ $24,707
Accounts Payable and Accrued Expenses$35,767$370,886▲ $335,119
Other Liabilities$109,250$104,800▼ $4,450
Total Liabilities$2,299,579$2,654,955▲ $355,376
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$6,789,784$6,354,377▼ $435,407
Net Assets With Donor Restrictions$16,000$0▼ $16,000
Total Net Assets Fund Balance$6,805,784$6,354,377▼ $451,407
Total Liabilities and Net Assets / Fund Balance$9,105,363$9,009,332▼ $96,031

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,245,032$1,814,359$3,059,391
Land$598,486-$598,486
Equipment$145,910$361,557$507,467
Other Land Buildings$7,992$3,996$11,988
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Katherine SageEducation DirectorFT$99,914$1,932$101,846

Board Members and Trustees

NameTitle
Dan SchaivoDevelopment Chair
Caitlin HannonPresident
Bridget FahertyVice President
Kelly BoehringerPersonnel Director
Megan HubbardPart-year Head of School
Amanda GarnerSecretary
Scott FasanoTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$68,719
Program Service Revenue
$2,358,099
Investment Income
$225,148
Other Revenue
$27,959
All Other Contributions
$31,893
Change in Net Assets
$-80,194

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,661,595
Revenue Not Reported on Financial Statements
$18,330
Revenue Not Reported on Form 990
$110,640
Total Revenue per Audited Statements
$2,772,235
Total Revenue per Form 990
$2,679,925
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,068,703
Other Expenses$691,416
Total Fundraising Expense$135
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,198,005$357,846$0$1,555,851
Current Officers, Directors, Trustees, and Key Employees$152,100$45,432$0$197,532
Other Employee Benefits$118,018$35,253$0$153,271
Payroll Taxes$102,540$30,629$0$133,169
All Other Expenses$107,555$10,285$135$117,975
Depreciation Depletion$111,001$5,842$0$116,843
Information Technology$39,360$20,277$0$59,637
Fees for Services Legal$19,784$19,784$0$39,568
Other Expenses$0$34,506$0$34,506
Insurance$15,216$15,216$0$30,432
Occupancy$24,795$4,376$0$29,171
Pension Plan Contributions$22,238$6,642$0$28,880
Fees for Service Investment Mgmnt Fees$0$18,330$0$18,330
Office Expenses$6,171$3,815$0$9,986
Fees for Services Accounting$0$8,834$0$8,834
Advertising$0$4,550$0$4,550
Interest$390$20$0$410
Total Functional Expenses$2,093,657$666,327$135$2,760,119

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,760,119
Expenses per Audited Statements$2,741,789
Total Expenses per Audited Statements$2,741,789
Expenses Not Reported on Financial Statements$18,330
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
Family Deposits$104,800
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Filing and Contact Details

Filer

Filer Name
Parents for Montessori Education Inc
EIN
52-1436080
Phone
4107577789
Address
1641 N WINCHESTER ROAD, ANNAPOLIS, MD 21409
Doing Business As
MONTESSORI INTERNATIONAL CHILDREN'S HOUSE

Signing Officer

Name
Caitlin Hannon
Title
President
Phone
4107577789
Signed
2025-11-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Megan Hubbard
Formed
1985
Legal Domicile
Md
Voting Board Members
8
Independent Board Members
6
Employees
33
Volunteers
5

Preparer

Firm
Anderson Davis & Associates CPA Pa
Address
1406 B SOUTH CRAIN HWY 204, GLEN BURNIE, MD 21061
Preparer
Michael C Davis CPA
Phone
4107662645
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

All independent board members review and discuss the completed 990 prior to submission.

Pt VI, Line 12C

Head of school and the board president reviews any possible compliance issues on a regular basis.

Pt VI, Line 15A

The board approved the compensation package for the head of school after conducting a national search led by an independent search firm. As part of their process, the firm provided a detailed compensation analysis benchmarking salaries for similar roles across peer montessori/independent comparable schools and relevant regional data. The full board discussed this at length and unanimously approved the salary range prior to extending the offer. All discussions and decisions were documented in minutes.

Pt VI, Line 15B

An external hr consultant was engaged to assess, realign, and document salary bands and job classifications across the organization. This work included shifting certain positions from hourly to salaried where appropriate, ensuring internal equity and external competitiveness. The final compensation structure was reviewed and approved by school leadership and the board.

Pt XI

Line 9 - nonoperating losses including $2,338 loss on disposal of fixed assets, $4,079 loss on unamortized loan costs, and $362,911 loss on construction-in-progress.

Financial Statement Notes

Pt X, Line 2

Management evaluates uncertainty in income tax positions based on a more-likely-than-not recognition standard. If that threshold is met, the tax position is then measured at the largest amount that is greater than 50% likely of being realized upon ultimate settlement. As of june 30, 2025, there is no accruals for uncertain tax positions. If applicable, the school records interest and penalties as a component of income tax expense. With few exceptions, the schools returns remain open for three years for federal and state examinations.

Raw XML AppendixShowing 400 of 489 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt035767
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0370886
IRS990/AccountsReceivableGrp/BOYAmt01431413
IRS990/AccountsReceivableGrp/EOYAmt01320922
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROVIDE A MONTESSORI EDUCATION, GUIDED BY ASSOCIATION MONTESSORI INTERNATIONALE (AMI) PRINCIPLES, THAT FOSTERS THE INTELLECTUAL CURIOUSITY AND CREATIVITY OF THEIR STUDENTS.
IRS990/AdvertisingGrp/FundraisingAmt00
IRS990/AdvertisingGrp/ManagementAndGeneralAmt04550
IRS990/AdvertisingGrp/ProgramServicesAmt00
IRS990/AdvertisingGrp/TotalAmt04550
IRS990/AllOtherContributionsAmt031893
IRS990/AllOtherExpensesGrp/FundraisingAmt0135
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt010285
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0107555
IRS990/AllOtherExpensesGrp/TotalAmt0117975
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BooksInCareOfDetail/PersonNm0MONTESSORI INTERNATIONAL CHILDREN'S
IRS990/BooksInCareOfDetail/PhoneNum04107577789
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01641 N WINCHESTER RD
IRS990/BooksInCareOfDetail/USAddress/CityNm0ANNAPOLIS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MD
IRS990/BooksInCareOfDetail/USAddress/ZIPCd021409
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0126150
IRS990/CashNonInterestBearingGrp/EOYAmt071370
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt045432
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0152100
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0197532
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt068719
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0225148
IRS990/CYOtherExpensesAmt0691416
IRS990/CYOtherRevenueAmt027959
IRS990/CYProgramServiceRevenueAmt02358099
IRS990/CYRevenuesLessExpensesAmt0-80194
IRS990/CYSalariesCompEmpBnftPaidAmt02068703
IRS990/CYTotalExpensesAmt02760119
IRS990/CYTotalFundraisingExpenseAmt0135
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02679925
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt02154562
IRS990/DeferredRevenueGrp/EOYAmt02179269
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/FundraisingAmt00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt05842
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0111001
IRS990/DepreciationDepletionGrp/TotalAmt0116843
IRS990/Desc0THE MAJOR ACCOMPLISHMENT OF THE SCHOOL IS PROVIDING MONTESSORI EDUCATION TO APPROXIMATELY 160 STUDENTS FROM PRESCHOOL TO SIXTH GRADE.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DoingBusinessAsName/BusinessNameLine1Txt0MONTESSORI INTERNATIONAL CHILDREN'S HOUSE
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt016000
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt00
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt033
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt02093657
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/FundraisingAmt00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt08834
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt00
IRS990/FeesForServicesAccountingGrp/TotalAmt08834
IRS990/FeesForServicesLegalGrp/FundraisingAmt00
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt019784
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt019784
IRS990/FeesForServicesLegalGrp/TotalAmt039568
IRS990/FeesForSrvcInvstMgmntFeesGrp/FundraisingAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt018330
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt018330
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt01932
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/PersonNm0KATHERINE SAGE
IRS990/Form990PartVIISectionAGrp/PersonNm1MEGAN HUBBARD
IRS990/Form990PartVIISectionAGrp/PersonNm2CAITLIN HANNON
IRS990/Form990PartVIISectionAGrp/PersonNm3BRIDGET FAHERTY
IRS990/Form990PartVIISectionAGrp/PersonNm4SCOTT FASANO
IRS990/Form990PartVIISectionAGrp/PersonNm5AMANDA GARNER
IRS990/Form990PartVIISectionAGrp/PersonNm6KELLY BOEHRINGER
IRS990/Form990PartVIISectionAGrp/PersonNm7DAN SCHAIVO
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt099914
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0EDUCATION DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1PART-YEAR HEAD OF SCHOOL
IRS990/Form990PartVIISectionAGrp/TitleTxt2PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt6PERSONNEL DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DEVELOPMENT CHAIR
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01985
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt078367
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GovernmentGrantsAmt030831
IRS990/GrantAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01260677
IRS990/GrossReceiptsAmt03862235
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt00
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt020277
IRS990/InformationTechnologyGrp/ProgramServicesAmt039360
IRS990/InformationTechnologyGrp/TotalAmt059637
IRS990/InsuranceGrp/FundraisingAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt015216
IRS990/InsuranceGrp/ProgramServicesAmt015216
IRS990/InsuranceGrp/TotalAmt030432
IRS990/InterestGrp/FundraisingAmt00
IRS990/InterestGrp/ManagementAndGeneralAmt020
IRS990/InterestGrp/ProgramServicesAmt0390
IRS990/InterestGrp/TotalAmt0410
IRS990/InvestmentIncomeGrp/ExclusionAmt0146781
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0146781
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01992142
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02018261
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02179912
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02388820
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01997420
IRS990/LandBldgEquipCostOrOtherBssAmt04177332
IRS990/LegalDomicileStateCd0MD
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01182310
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt05995
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE A MONTESSORI EDUCATION, GUIDED BY ASSOCIATION MONTESSORI INTERNATIONALE (AMI) PRINCIPLES, THAT FOSTERS THE INTELLECTUAL CURIOUSITY AND CREATIVITY OF THEIR STUDENTS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt06805784
IRS990/NetAssetsOrFundBalancesEOYAmt06354377
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt078367
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt078367
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0110640
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt06789784
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt06354377
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt04376
IRS990/OccupancyGrp/ProgramServicesAmt024795
IRS990/OccupancyGrp/TotalAmt029171
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03815
IRS990/OfficeExpensesGrp/ProgramServicesAmt06171
IRS990/OfficeExpensesGrp/TotalAmt09986
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt04489
IRS990/OtherAssetsTotalGrp/EOYAmt0211276
IRS990/OtherChangesInNetAssetsAmt0-369328
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt035253
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0118018
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0153271
IRS990/OtherExpensesGrp/Desc0REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc1CUSTODIAL
IRS990/OtherExpensesGrp/Desc2EMPLOYEE RECRUITMENT
IRS990/OtherExpensesGrp/Desc3PROFESSIONAL DEVELOPMENT
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt05173
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt14116
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt235401
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt334506
IRS990/OtherExpensesGrp/ProgramServicesAmt098285
IRS990/OtherExpensesGrp/ProgramServicesAmt178199
IRS990/OtherExpensesGrp/ProgramServicesAmt20
IRS990/OtherExpensesGrp/ProgramServicesAmt30
IRS990/OtherExpensesGrp/TotalAmt0103458
IRS990/OtherExpensesGrp/TotalAmt182315
IRS990/OtherExpensesGrp/TotalAmt235401
IRS990/OtherExpensesGrp/TotalAmt334506
IRS990/OtherLiabilitiesGrp/BOYAmt0109250
IRS990/OtherLiabilitiesGrp/EOYAmt0104800
IRS990/OtherRevenueMiscGrp/BusinessCd0999999
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt00
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt027959
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt027959
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt00
IRS990/OtherRevenueTotalAmt027959
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0357846
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01198005
IRS990/OtherSalariesAndWagesGrp/TotalAmt01555851
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt030629
IRS990/PayrollTaxesGrp/ProgramServicesAmt0102540
IRS990/PayrollTaxesGrp/TotalAmt0133169
IRS990/PensionPlanContributionsGrp/FundraisingAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt06642
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt022238
IRS990/PensionPlanContributionsGrp/TotalAmt028880
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt030734
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt034131
IRS990/PrincipalOfficerNm0MEGAN HUBBARD
IRS990/PriorPeriodAdjustmentsAmt0-112525
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0TUITION
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02358099
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt098312
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0207714
IRS990/PYOtherExpensesAmt0642019
IRS990/PYOtherRevenueAmt026005
IRS990/PYProgramServiceRevenueAmt02510909
IRS990/PYRevenuesLessExpensesAmt0272348
IRS990/PYSalariesCompEmpBnftPaidAmt01928573
IRS990/PYTotalExpensesAmt02570592
IRS990/PYTotalRevenueAmt02842940
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-80194
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt02358099
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03131615
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03355952
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt01245032
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01814359
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt03059391
IRS990ScheduleD/EquipmentGrp/BookValueAmt0145910
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0361557
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0507467
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt018330
IRS990ScheduleD/ExpensesSubtotalAmt02741789
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt018330
IRS990ScheduleD/InvestmentExpensesNotIncldAmt018330
IRS990ScheduleD/LandGrp/BookValueAmt0598486
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0598486
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0110640
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt07992
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt03996
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt011988
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0104800
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0FAMILY DEPOSITS
IRS990ScheduleD/RevenueNotReportedAmt0110640
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt018330
IRS990ScheduleD/RevenueSubtotalAmt02661595
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0MANAGEMENT EVALUATES UNCERTAINTY IN INCOME TAX POSITIONS BASED ON A MORE-LIKELY-THAN-NOT RECOGNITION STANDARD. IF THAT THRESHOLD IS MET, THE TAX POSITION IS THEN MEASURED AT THE LARGEST AMOUNT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED UPON ULTIMATE SETTLEMENT. AS OF JUNE 30, 2025, THERE IS NO ACCRUALS FOR UNCERTAIN TAX POSITIONS. IF APPLICABLE, THE SCHOOL RECORDS INTEREST AND PENALTIES AS A COMPONENT OF INCOME TAX EXPENSE. WITH FEW EXCEPTIONS, THE SCHOOLS RETURNS REMAIN OPEN FOR THREE YEARS FOR FEDERAL AND STATE EXAMINATIONS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt X, Line 2
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01997420
IRS990ScheduleD/TotalExpensesPerForm990Amt02760119
IRS990ScheduleD/TotalLiabilityAmt0104800
IRS990ScheduleD/TotalRevenuePerForm990Amt02679925
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02772235
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02741789
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/ExplanationTxt0INCLUDED IN ADMISSIONS CRITERIA SECTION OF WEBSITE. INCLUDED IN ADMISSIONS CRITERIA SECTION OF WEBSITE.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Line 3
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ALL INDEPENDENT BOARD MEMBERS REVIEW AND DISCUSS THE COMPLETED 990 PRIOR TO SUBMISSION.

Document Assets

No mirrored PDF or thumbnail assets are attached yet.