Civic Intelligence

Laura Holland Uzzell Foundation

EIN 56-1899973 • 501(c)3 • Morrisville, NC

View Organization Page

Profile

To act as the governing body for both sterling montessori academy and sterling montessori charter schools, a combined private tuition based preschool and public charter elementary and middle school.

202 Treybrooke DriveMorrisville, NC 27560

sterlingmontessori.org

Siviq Scores

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

Liabilities / Assets

58th percentile

0.47x

Higher debt load relative to assets than 58% of similar nonprofits.

NTEE B • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

64th percentile

0.77x

Higher debt load relative to revenue than 64% of similar nonprofits.

NTEE B • $10M-$25M nonprofits • Source year 2024

Net Margin

47th percentile

2.4%

Higher net margin than 47% of similar nonprofits.

NTEE B • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

36th percentile

$123,951

Higher top officer pay than 36% of similar nonprofits.

Top officer pay equals 1.4% of source-year revenue.

NTEE B • $10M-$25M nonprofits • Source year 2024

Asset Growth

33rd percentile

-1.2%

Faster asset growth than 33% of similar nonprofits.

NTEE B • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

51st percentile

7.0%

Faster revenue growth than 51% of similar nonprofits.

NTEE B • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$14,948,358

Down $174,425 (-1.2%) from 2023

Liabilities

Down

$6,987,946

Down $390,287 (-5.3%) from 2023

Net Assets

Up

$7,960,412

Up $215,862 (+2.8%) from 2023

Operations
Liabilities / Revenue64th percentileNet Margin47th percentile

Revenue

Up

$9,034,762

Up $592,210 (+7.0%) from 2023

Expenses

Up

$8,818,900

Up $517,655 (+6.2%) from 2023

Net Income

Up

$215,862

Up $74,555 (+53%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth33rd percentile

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

$20M$15M$10M$5.0M$0Assets 2010: $16,593,273Liabilities 2010: $11,228,014Net Assets 2010: $5,365,2592010Assets 2011: $16,543,920Liabilities 2011: $10,569,045Net Assets 2011: $5,974,8752011Assets 2012: $16,766,048Liabilities 2012: $10,256,800Net Assets 2012: $6,509,2482012Assets 2013: $16,784,288Liabilities 2013: $9,884,275Net Assets 2013: $6,900,0132013Assets 2014: $16,556,046Liabilities 2014: $9,555,111Net Assets 2014: $7,000,9352014Assets 2015: $16,219,881Liabilities 2015: $9,064,648Net Assets 2015: $7,155,2332015Assets 2016: $15,691,234Liabilities 2016: $8,480,951Net Assets 2016: $7,210,2832016Assets 2017: $15,675,880Liabilities 2017: $8,466,543Net Assets 2017: $7,209,3372017Assets 2018: $15,709,422Liabilities 2018: $8,367,147Net Assets 2018: $7,342,2752018Assets 2019: $15,264,655Liabilities 2019: $7,961,599Net Assets 2019: $7,303,0562019Assets 2020: $14,845,018Liabilities 2020: $7,720,029Net Assets 2020: $7,124,9892020Assets 2021: $14,769,987Liabilities 2021: $7,602,660Net Assets 2021: $7,167,3272021Assets 2022: $14,939,635Liabilities 2022: $7,336,392Net Assets 2022: $7,603,2432022Assets 2023: $15,122,783Liabilities 2023: $7,378,233Net Assets 2023: $7,744,5502023Assets 2024: $14,948,358Liabilities 2024: $6,987,946Net Assets 2024: $7,960,4122024

Highlighted filing

2024

Assets$14,948,358
Liabilities$6,987,946
Net Assets$7,960,412
Open 2024 Filing

Operations Trend

Revenue Growth51st percentile

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

$10M$5.0M$0-$5.0MRevenue 2010: $6,039,495Expenses 2010: $4,558,273Net Income 2010: $1,481,2222010Revenue 2011: $5,691,633Expenses 2011: $5,082,017Net Income 2011: $609,6162011Revenue 2012: $5,853,293Expenses 2012: $5,318,920Net Income 2012: $534,3732012Revenue 2013: $5,778,692Expenses 2013: $5,387,927Net Income 2013: $390,7652013Revenue 2014: $5,969,531Expenses 2014: $5,868,609Net Income 2014: $100,9222014Revenue 2015: $6,071,089Expenses 2015: $5,916,791Net Income 2015: $154,2982015Revenue 2016: $6,354,892Expenses 2016: $6,331,848Net Income 2016: $23,0442016Revenue 2017: $6,526,721Expenses 2017: $6,527,667Net Income 2017: -$9462017Revenue 2018: $6,998,482Expenses 2018: $6,865,544Net Income 2018: $132,9382018Revenue 2019: $7,303,644Expenses 2019: $7,342,863Net Income 2019: -$39,2192019Revenue 2020: $7,048,237Expenses 2020: $7,226,305Net Income 2020: -$178,0682020Revenue 2021: $6,660,101Expenses 2021: $6,617,763Net Income 2021: $42,3382021Revenue 2022: $8,385,739Expenses 2022: $7,949,823Net Income 2022: $435,9162022Revenue 2023: $8,442,552Expenses 2023: $8,301,245Net Income 2023: $141,3072023Revenue 2024: $9,034,762Expenses 2024: $8,818,900Net Income 2024: $215,8622024

Highlighted filing

2024

Revenue$9,034,762
Expenses$8,818,900
Net Income$215,862
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$14,948,358
Liabilities
$6,987,946
Net assets
$7,960,412
Revenue
$9,034,762
Expenses
$8,818,900
Net income
$215,862
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$14.9$6.99$7.96$9.03$8.82$0.22
2023Detailed filing. Detailed filing data is available for this year.$15.1$7.38$7.74$8.44$8.30$0.14
2022Detailed filing. Detailed filing data is available for this year.$14.9$7.34$7.60$8.39$7.95$0.44
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.8$7.60$7.17$6.66$6.62$0.04
2020Detailed filing. Detailed filing data is available for this year.$14.8$7.72$7.12$7.05$7.23$0.18
2019Detailed filing. Detailed filing data is available for this year.$15.3$7.96$7.30$7.30$7.34$0.04
2018Detailed filing. Detailed filing data is available for this year.$15.7$8.37$7.34$7.00$6.87$0.13
2017Detailed filing. Detailed filing data is available for this year.$15.7$8.47$7.21$6.53$6.53$0.00
2016Summary only. Only limited summary data is available for this year.$15.7$8.48$7.21$6.35$6.33$0.02
2015Summary only. Only limited summary data is available for this year.$16.2$9.06$7.16$6.07$5.92$0.15
2014Summary only. Only limited summary data is available for this year.$16.6$9.56$7.00$5.97$5.87$0.10
2013Summary only. Only limited summary data is available for this year.$16.8$9.88$6.90$5.78$5.39$0.39
2012Summary only. Only limited summary data is available for this year.$16.8$10.3$6.51$5.85$5.32$0.53
2011Summary only. Only limited summary data is available for this year.$16.5$10.6$5.97$5.69$5.08$0.61
2010Summary only. Only limited summary data is available for this year.$16.6$11.2$5.37$6.04$4.56$1.48
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Feb 13, 2025
Return Version
2023v6.0
Gross Receipts
$9,039,115
Mission and Program Overview

Mission

To sponsor and support two montessori schools, sterling montessori charter school and sterling montessori academy, providing education to students through grade 8.

To act as the governing body for both sterling montessori academy and sterling montessori charter schools, a combined private tuition based preschool and public charter elementary and middle school.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$10,379,176$10,358,749▼ $20,427
Savings and Temporary Cash Investments$3,502,980$3,923,277▲ $420,297
Cash and Non-Interest-Bearing Accounts$962,279$401,804▼ $560,475
Accounts Receivable$26,507$67,480▲ $40,973
Total Assets$15,122,783$14,948,358▼ $174,425
Other Assets Total$251,841$197,048▼ $54,793
Liabilities
Tax Exempt Bond Liabilities$6,903,847$6,616,982▼ $286,865
Deferred Revenue$449,837$349,612▼ $100,225
Accounts Payable and Accrued Expenses$24,549$21,352▼ $3,197
Total Liabilities$7,378,233$6,987,946▼ $390,287
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$7,744,550$7,960,412▲ $215,862
Total Net Assets Fund Balance$7,744,550$7,960,412▲ $215,862
Total Liabilities and Net Assets / Fund Balance$15,122,783$14,948,358▼ $174,425

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$7,328,408$5,820,574$13,148,982
Land$1,580,561-$1,580,561
Leasehold Improvements$1,062,221$384,462$1,446,683
Other Land Buildings$228,536$594,684$823,220
Equipment$159,023$44,281$203,304
Compensation and Service Providers
Top Officer Pay36th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Maureen CapilloExecutive DirectorFT$119,257$4,694$123,951

Board Members and Trustees

NameTitle
Elizabeth UzzellPresident
Rachel RichardsonVice President
Dwayne JonesDirector
Jessi FasolaDirector
Katie BrownDirector
Keisha PressleyDirector
Kevin HughesDirector
Ryan HillDirector
Lan ZhuSecretary
Kim ElliottTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Charter School Financial ServicesFinancial1215 N TOPSAIL DRIVE, Surf City, NC 28445$120,682
Revenue and Support

Revenue Composition

Contributions and Grants
$7,038,444
Program Service Revenue
$1,615,367
Investment Income
$312,579
Other Revenue
$68,372
All Other Contributions
$32,608
Change in Net Assets
$215,862

Audited Revenue Reconciliation

Revenue per Audited Statements
$9,034,762
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$4,353
Total Revenue per Audited Statements
$9,039,115
Total Revenue per Form 990
$9,034,762
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$6,237,391
Other Expenses$2,581,509
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$4,682,475$323,839-$5,006,314
Other Employee Benefits$624,464$35,532-$659,996
Depreciation Depletion$347,415$109,337-$456,752
Payroll Taxes$353,096$23,303-$376,399
Occupancy$81,152$291,042-$372,194
Fees for Services Other$253,863$87,444-$341,307
Interest$203,279--$203,279
Information Technology$118,966$58,870-$177,836
Fees for Services Accounting$42,282$102,400-$144,682
Current Officers, Directors, Trustees, and Key Employees$125,732$8,606-$134,338
Office Expenses$49,917$50,928-$100,845
Insurance$10,469$60,629-$71,098
Pension Plan Contributions$56,901$3,443-$60,344
Other Expenses$45,931--$45,931
Fees for Services Legal$2,211$11,704-$13,915
Advertising-$6,667-$6,667
Total Functional Expenses$7,645,156$1,173,744$0$8,818,900

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$8,823,253
Expenses per Audited Statements$8,818,900
Total Expenses per Form 990$8,818,900
Expenses Not Reported on Form 990$4,353
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$16,013
Fundraising Direct Expenses$4,353
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Bond Issues

BondIssuerIssuedIssue PricePurpose
APublic Finance Authority Wisconsin2020-01-20$8,500,000(see part vi) refinance of 2013 bond issue

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$8,500,000--$105,702

Bond Financing Compliance

No rebate due
No
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
Yes
Corrective action procedures
No
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

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“990 return reviewed by the finance committee and is provided to the board prior to filing.”

Form 990, Part VI, Section B, Line 12C

“Board members are required to sign a conflict of interest policy and report to the board any possible conflicts. Executive director and section directors monitor employees for adherence to the policy.”

Form 990, Part VI, Section B, Line 15

“Key employee salaries are based on comparability data.”

Form 990, Part VI, Section C, Line 19

“Governing documents, organizational policies, and financial statements are available to the public by contacting the board secretary.”

Filing and Contact Details

Filer

Filer Name
Laura Holland Uzzell Foundation
EIN
56-1899973
Phone
9194628889
Address
202 TREYBROOKE DRIVE, MORRISVILLE, NC 27560

Signing Officer

Name
Jessi Fassola
Title
Treasurer
Phone
9194628889
Signed
2025-02-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Elizabeth Uzell
Formed
1994
Legal Domicile
Nc
Voting Board Members
10
Independent Board Members
10
Employees
128
Volunteers
50

Preparer

Firm
Thomas Judy & Tucker Pa
Address
4700 FALLS OF NEUSE ROAD SUITE 400, RALEIGH, NC 27609
Preparer
Michael a Shusko CPA
Phone
9195717055
Supplemental Narrative

Additional Explanations

FORM 990, PART IV, LINE 15A:

“Executive director's salary is determined by comparison with salaries of organizations of similar size and is approved by the board.”

Form 990, Part XII, Line 2C

“The process has not been changed from the prior year.”

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Fundraising expenses 4,353.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Fundraising expenses 4,353.”

Raw XML AppendixShowing 400 of 532 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/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt024549
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt021352
IRS990/AccountsReceivableGrp/BOYAmt026507
IRS990/AccountsReceivableGrp/EOYAmt067480
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO ACT AS THE GOVERNING BODY FOR BOTH STERLING MONTESSORI ACADEMY AND STERLING MONTESSORI CHARTER SCHOOLS, A COMBINED PRIVATE TUITION BASED PRESCHOOL AND PUBLIC CHARTER ELEMENTARY AND MIDDLE SCHOOL.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt06667
IRS990/AdvertisingGrp/TotalAmt06667
IRS990/AllOtherContributionsAmt032608
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0BETTY WARREN
IRS990/BooksInCareOfDetail/PhoneNum09194628889
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0202 TREYBROOK DRIVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0MORRISVILLE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990/BooksInCareOfDetail/USAddress/ZIPCd027560
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0962279
IRS990/CashNonInterestBearingGrp/EOYAmt0401804
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt08606
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0125732
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0134338
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0120682
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt01215 N TOPSAIL DRIVE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0SURF CITY
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0NC
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd028445
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0CHARTER SCHOOL FINANCIAL SERVICES
IRS990/ContractorCompensationGrp/ServicesDesc0FINANCIAL
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt07038444
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0312579
IRS990/CYOtherExpensesAmt02581509
IRS990/CYOtherRevenueAmt068372
IRS990/CYProgramServiceRevenueAmt01615367
IRS990/CYRevenuesLessExpensesAmt0215862
IRS990/CYSalariesCompEmpBnftPaidAmt06237391
IRS990/CYTotalExpensesAmt08818900
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt09034762
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt0449837
IRS990/DeferredRevenueGrp/EOYAmt0349612
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0109337
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0347415
IRS990/DepreciationDepletionGrp/TotalAmt0456752
IRS990/Desc0OPERATED TWO FACILITIES IN MORRISVILLE, NC WHICH PROVIDED EDUCATION TO APPROXIMATELY 633 STUDENTS IN CHARTER AND 128 IN ACADEMY FOR THE FISCAL YEAR ENDED JUNE 30, 2024.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt0128
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/EscrowAccountInd00
IRS990/ExpenseAmt07645156
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt0102400
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt042282
IRS990/FeesForServicesAccountingGrp/TotalAmt0144682
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt011704
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt02211
IRS990/FeesForServicesLegalGrp/TotalAmt013915
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt087444
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0253863
IRS990/FeesForServicesOtherGrp/TotalAmt0341307
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1040.00
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/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt104694
IRS990/Form990PartVIISectionAGrp/PersonNm0KIM ELLIOTT
IRS990/Form990PartVIISectionAGrp/PersonNm1LAN ZHU
IRS990/Form990PartVIISectionAGrp/PersonNm2RACHEL RICHARDSON
IRS990/Form990PartVIISectionAGrp/PersonNm3ELIZABETH UZZELL
IRS990/Form990PartVIISectionAGrp/PersonNm4JESSI FASOLA
IRS990/Form990PartVIISectionAGrp/PersonNm5KEVIN HUGHES
IRS990/Form990PartVIISectionAGrp/PersonNm6KATIE BROWN
IRS990/Form990PartVIISectionAGrp/PersonNm7RYAN HILL
IRS990/Form990PartVIISectionAGrp/PersonNm8DWAYNE JONES
IRS990/Form990PartVIISectionAGrp/PersonNm9KEISHA PRESSLEY
IRS990/Form990PartVIISectionAGrp/PersonNm10MAUREEN CAPILLO
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10119257
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/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/TitleTxt0TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01994
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/FundraisingDirectExpensesAmt04353
IRS990/FundraisingGrossIncomeAmt016013
IRS990/GainOrLossGrp/OtherAmt0119801
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GovernmentGrantsAmt07005836
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt0119801
IRS990/GrossReceiptsAmt09039115
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt058870
IRS990/InformationTechnologyGrp/ProgramServicesAmt0118966
IRS990/InformationTechnologyGrp/TotalAmt0177836
IRS990/InsuranceGrp/ManagementAndGeneralAmt060629
IRS990/InsuranceGrp/ProgramServicesAmt010469
IRS990/InsuranceGrp/TotalAmt071098
IRS990/InterestGrp/ProgramServicesAmt0203279
IRS990/InterestGrp/TotalAmt0203279
IRS990/InvestmentIncomeGrp/ExclusionAmt0192778
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0192778
IRS990/InvestmentInJointVentureInd00
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt013
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt06844001
IRS990/LandBldgEquipBasisNetGrp/BOYAmt010379176
IRS990/LandBldgEquipBasisNetGrp/EOYAmt010358749
IRS990/LandBldgEquipCostOrOtherBssAmt017202750
IRS990/LegalDomicileStateCd0NC
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO ACT AS THE GOVERNING BODY FOR BOTH STERLING MONTESSORI ACADEMY AND STERLING MONTESSORI CHARTER SCHOOLS, A COMBINED PRIVATE TUITION BASED PRESCHOOL AND PUBLIC CHARTER ELEMENTARY AND MIDDLE SCHOOL.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt07744550
IRS990/NetAssetsOrFundBalancesEOYAmt07960412
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0119801
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0119801
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt011660
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt011660
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt07744550
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt07960412
IRS990/NoncashContributionsAmt01148
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0291042
IRS990/OccupancyGrp/ProgramServicesAmt081152
IRS990/OccupancyGrp/TotalAmt0372194
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt050928
IRS990/OfficeExpensesGrp/ProgramServicesAmt049917
IRS990/OfficeExpensesGrp/TotalAmt0100845
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0251841
IRS990/OtherAssetsTotalGrp/EOYAmt0197048
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt035532
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0624464
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0659996
IRS990/OtherExpensesGrp/Desc0EMPLOYEE DEVELOPMENT
IRS990/OtherExpensesGrp/Desc1SUPPLIES
IRS990/OtherExpensesGrp/Desc2ACTIVITIES
IRS990/OtherExpensesGrp/Desc3SALES TAX EXPENSE
IRS990/OtherExpensesGrp/ProgramServicesAmt0314668
IRS990/OtherExpensesGrp/ProgramServicesAmt1168731
IRS990/OtherExpensesGrp/ProgramServicesAmt2163604
IRS990/OtherExpensesGrp/ProgramServicesAmt345931
IRS990/OtherExpensesGrp/TotalAmt0314668
IRS990/OtherExpensesGrp/TotalAmt1168731
IRS990/OtherExpensesGrp/TotalAmt2163604
IRS990/OtherExpensesGrp/TotalAmt345931
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0SALES TAX REFUNDS
IRS990/OtherRevenueMiscGrp/Desc1MISCELLANOUS INCOME
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt040362
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt116350
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt040362
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt116350
IRS990/OtherRevenueTotalAmt056712
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0323839
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt04682475
IRS990/OtherSalariesAndWagesGrp/TotalAmt05006314
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt023303
IRS990/PayrollTaxesGrp/ProgramServicesAmt0353096
IRS990/PayrollTaxesGrp/TotalAmt0376399
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt03443
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt056901
IRS990/PensionPlanContributionsGrp/TotalAmt060344
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0ELIZABETH UZELL
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0TUITION AND FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01615367
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01615367
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt06657420
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt078287
IRS990/PYOtherExpensesAmt02209196
IRS990/PYOtherRevenueAmt046554
IRS990/PYProgramServiceRevenueAmt01660291
IRS990/PYRevenuesLessExpensesAmt0141307
IRS990/PYSalariesCompEmpBnftPaidAmt06092049
IRS990/PYTotalExpensesAmt08301245
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt08442552
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0215862
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01615367
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03502980
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03923277
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt07038444
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt06657420
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt06612765
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt06057350
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt05675064
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt032041043
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0192778
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt078287
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01159
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt05095
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt023010
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0300329
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt01615367
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt056712
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt045556
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0102268
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.98760
IRS990ScheduleA/PublicSupportPY170Pct00.99600
IRS990ScheduleA/PublicSupportTotal170Amt032041043
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt07038444
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt06657420
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt06612765
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt06057350
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt05675064
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt032041043
IRS990ScheduleA/TotalSupportAmt032443640
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/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt07328408
IRS990ScheduleD/BuildingsGrp/DepreciationAmt05820574
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt013148982
IRS990ScheduleD/EquipmentGrp/BookValueAmt0159023
IRS990ScheduleD/EquipmentGrp/DepreciationAmt044281
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0203304
IRS990ScheduleD/ExpensesNotReportedAmt04353
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt08818900
IRS990ScheduleD/LandGrp/BookValueAmt01580561
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01580561
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt01062221
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0384462
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt01446683
IRS990ScheduleD/OtherExpensesIncludedAmt04353
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0228536
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0594684
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0823220
IRS990ScheduleD/OtherRevenueAmt04353
IRS990ScheduleD/RevenueNotReportedAmt04353
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt09034762
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0FUNDRAISING EXPENSES 4,353.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1FUNDRAISING EXPENSES 4,353.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt010358749
IRS990ScheduleD/TotalExpensesPerForm990Amt08818900
IRS990ScheduleD/TotalRevenuePerForm990Amt09034762
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt09039115
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt08823253
IRS990/ScheduleJRequiredInd00
IRS990ScheduleK/ProceduresCorrectiveActionGrp/BondReferenceCd0A
IRS990ScheduleK/ProceduresCorrectiveActionGrp/ProceduresCorrectiveActionInd00
IRS990ScheduleK/SupplementalInformationDetail/ExplanationTxt0PUBLIC FINANCE AUTHORITY WISCONSIN REFINANCE 2013 BOND ISSUE.
IRS990ScheduleK/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE K SUPPLENTAL INFORMATION
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/ExceptionToRebateInd01
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/Form8038TFiledInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.