Civic Intelligence

Casa Esperanza Montessori Inc

EIN 56-2243027 • 501(c)3 • Wake Forest, NC

Profile

Casa esperanza montessori educates students using the montessori philosophy and spanish language acquisition in a way that develops independent, self-motivated individuals who possess the critical thinking skills necessary to become responsible global citizens.

10510 Star RoadWake Forest, NC 27587

www.cemcs.org

Siviq Scores

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

Liabilities / Assets

81st percentile

1.04x

Higher debt load relative to assets than 81% of similar nonprofits.

NTEE B29 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

84th percentile

2.52x

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

NTEE B29 • $10M-$25M nonprofits • Source year 2024

Net Margin

71st percentile

4.2%

Higher net margin than 71% of similar nonprofits.

NTEE B29 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

43rd percentile

$126,000

Higher top officer pay than 43% of similar nonprofits.

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

NTEE B29 • $10M-$25M nonprofits • Source year 2024

Asset Growth

43rd percentile

-1.5%

Faster asset growth than 43% of similar nonprofits.

NTEE B29 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

81st percentile

18%

Faster revenue growth than 81% of similar nonprofits.

NTEE B29 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets81st percentile

Assets

Down

$21,491,228

Down $325,783 (-1.5%) from 2023

Liabilities

Down

$22,285,560

Down $697,179 (-3.0%) from 2023

Net Assets

Up

-$794,332

Up $371,396 (+32%) from 2023

Operations
Liabilities / Revenue84th percentileNet Margin71st percentile

Revenue

Up

$8,836,525

Up $1,337,362 (+18%) from 2023

Expenses

Up

$8,465,129

Up $860,085 (+11%) from 2023

Net Income

Up

$371,396

Up $477,277 (+451%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth43rd percentile

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

$30M$20M$10M$0-$10MAssets 2011: $541,815Liabilities 2011: $37,024Net Assets 2011: $504,7912011Assets 2012: $607,542Liabilities 2012: $43,698Net Assets 2012: $563,8442012Assets 2013: $663,358Liabilities 2013: $44,399Net Assets 2013: $618,9592013Assets 2014: $669,466Liabilities 2014: $0Net Assets 2014: $669,4662014Assets 2015: $1,071,316Liabilities 2015: $941,687Net Assets 2015: $129,6292015Assets 2016: $1,154,576Liabilities 2016: $860,919Net Assets 2016: $293,6572016Assets 2017: $2,185,351Liabilities 2017: $2,014,005Net Assets 2017: $171,3462017Assets 2018: $2,322,209Liabilities 2018: $10,037,312Net Assets 2018: -$7,715,1032018Assets 2019: $2,656,266Liabilities 2019: $10,097,787Net Assets 2019: -$7,441,5212019Assets 2020: $3,442,745Liabilities 2020: $10,142,821Net Assets 2020: -$6,700,0762020Assets 2021: $5,682,963Liabilities 2021: $11,428,931Net Assets 2021: -$5,745,9682021Assets 2022: $24,474,251Liabilities 2022: $25,534,098Net Assets 2022: -$1,059,8472022Assets 2023: $21,817,011Liabilities 2023: $22,982,739Net Assets 2023: -$1,165,7282023Assets 2024: $21,491,228Liabilities 2024: $22,285,560Net Assets 2024: -$794,3322024

Highlighted filing

2024

Assets$21,491,228
Liabilities$22,285,560
Net Assets-$794,332
Open 2024 Filing

Operations Trend

Revenue Growth81st percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $3,342,407Expenses 2011: $3,490,213Net Income 2011: -$147,8062011Revenue 2012: $3,304,692Expenses 2012: $3,245,639Net Income 2012: $59,0532012Revenue 2013: $3,224,683Expenses 2013: $3,169,568Net Income 2013: $55,1152013Revenue 2014: $3,336,746Expenses 2014: $3,310,021Net Income 2014: $26,7252014Revenue 2015: $3,832,870Expenses 2015: $3,501,608Net Income 2015: $331,2622015Revenue 2016: $4,042,143Expenses 2016: $3,878,115Net Income 2016: $164,0282016Revenue 2017: $4,463,143Expenses 2017: $4,585,454Net Income 2017: -$122,3112017Revenue 2018: $4,632,324Expenses 2018: $4,943,918Net Income 2018: -$311,5942018Revenue 2019: $4,932,274Expenses 2019: $4,658,692Net Income 2019: $273,5822019Revenue 2020: $5,558,500Expenses 2020: $4,817,055Net Income 2020: $741,4452020Revenue 2021: $5,442,461Expenses 2021: $4,488,353Net Income 2021: $954,1082021Revenue 2022: $6,162,361Expenses 2022: $7,088,249Net Income 2022: -$925,8882022Revenue 2023: $7,499,163Expenses 2023: $7,605,044Net Income 2023: -$105,8812023Revenue 2024: $8,836,525Expenses 2024: $8,465,129Net Income 2024: $371,3962024

Highlighted filing

2024

Revenue$8,836,525
Expenses$8,465,129
Net Income$371,396
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$21,491,228
Liabilities
$22,285,560
Net assets
-$794,332
Revenue
$8,836,525
Expenses
$8,465,129
Net income
$371,396
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$21.5$22.3$0.79$8.84$8.47$0.37
2023Detailed filing. Detailed filing data is available for this year.$21.8$23.0$1.17$7.50$7.61$0.11
2022Detailed filing. Detailed filing data is available for this year.$24.5$25.5$1.06$6.16$7.09$0.93
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.68$11.4$5.75$5.44$4.49$0.95
2020Detailed filing. Detailed filing data is available for this year.$3.44$10.1$6.70$5.56$4.82$0.74
2019Detailed filing. Detailed filing data is available for this year.$2.66$10.1$7.44$4.93$4.66$0.27
2018Detailed filing. Detailed filing data is available for this year.$2.32$10.0$7.72$4.63$4.94$0.31
2017Detailed filing. Detailed filing data is available for this year.$2.19$2.01$0.17$4.46$4.59$0.12
2016Detailed filing. Detailed filing data is available for this year.$1.15$0.86$0.29$4.04$3.88$0.16
2015Detailed filing. Detailed filing data is available for this year.$1.07$0.94$0.13$3.83$3.50$0.33
2014Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$3.34$3.31$0.03
2013Summary only. Only limited summary data is available for this year.$0.66$0.04$0.62$3.22$3.17$0.06
2012Summary only. Only limited summary data is available for this year.$0.61$0.04$0.56$3.30$3.25$0.06
2011Summary only. Only limited summary data is available for this year.$0.54$0.04$0.50$3.34$3.49$0.15
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Apr 24, 2025
Return Version
2023v6.0
Gross Receipts
$8,836,525
Mission and Program Overview

Mission

Casa esperanza montessori, a public charter school and private preschool, uses montessori philosophy and pedagogy in an english-spanish dual-language environment. The casa esperanza community of families, educators and dedicated volunteers actively fosters enthusiasm for learning, independence, individual academic progress, cultural awareness, and social and emotional well being.

Operation of a public charter school serving grades k-8 in raleigh, nc

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$14,011,294$13,865,189▼ $146,105
Savings and Temporary Cash Investments$3,710,953$3,801,271▲ $90,318
Cash and Non-Interest-Bearing Accounts$2,410,441$2,536,416▲ $125,975
Intangible Assets$1,379,420--
Prepaid Expenses and Deferred Charges$136,717$53,440▼ $83,277
Accounts Receivable$78,186$3,994▼ $74,192
Total Assets$21,817,011$21,491,228▼ $325,783
Other Assets Total$90,000$1,230,918▲ $1,140,918
Liabilities
Tax Exempt Bond Liabilities$21,365,000$15,965,000▼ $5,400,000
Other Liabilities$89,857$5,140,000▲ $5,050,143
Mortgage Notes Payable Secured by Investment Property$1,476,562$1,034,088▼ $442,474
Accounts Payable and Accrued Expenses$51,320$146,472▲ $95,152
Total Liabilities$22,982,739$22,285,560▼ $697,179
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-1,165,728$-794,332▲ $371,396
Total Net Assets Fund Balance$-1,165,728$-794,332▲ $371,396
Total Liabilities and Net Assets / Fund Balance$21,817,011$21,491,228▼ $325,783

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$12,222,292$480,666$12,702,958
Land$1,517,998-$1,517,998
Leasehold Improvements$33,829$409,892$443,721
Equipment$91,070$190,604$281,674
Other Assets Org$90,000--
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Gerita ConnorExecutive DirectorFT$126,000$126,000

Board Members and Trustees

NameTitle
Monique TaylorBoard Chair
Seraka DavisBoard Vice-chair
Jon LeeBoard Member-at-large
Kaitlin JacksonBoard Member-at-large
Monica PerryBoard Secretary
Alice WardBoard Treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Rdu Sumner Business ParkRental3843 WEST CHESTER PIKE, Newton Square, PA 19073$625,286
Revenue and Support

Revenue Composition

Contributions and Grants
$7,306,269
Program Service Revenue
$540,310
Investment Income
$208,097
Other Revenue
$781,849
All Other Contributions
$592
Change in Net Assets
$371,396

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,836,525
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$8,836,525
Total Revenue per Form 990
$8,836,525
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$5,171,695
Other Expenses$3,293,434
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,126,091$1,048,474-$4,174,565
Interest$755,162$253,278-$1,008,440
Depreciation Depletion$614,229$206,009-$820,238
Fees for Services Other$376,511$126,280-$502,791
Other Employee Benefits$279,094$93,607-$372,701
Payroll Taxes$234,528$78,660-$313,188
Occupancy$184,318$61,819-$246,137
Pension Plan Contributions$138,716$46,525-$185,241
Insurance$110,286$36,989-$147,275
Current Officers, Directors, Trustees, and Key Employees$94,354$31,646-$126,000
Advertising$40,521$13,590-$54,111
Office Expenses$22,199$7,445-$29,644
Fees for Services Accounting$20,968$7,032-$28,000
Information Technology$16,015$5,371-$21,386
Fees for Services Legal$3,283$1,101-$4,384
Other Expenses$1,236$415-$1,651
All Other Expenses$113$38-$151
Travel$79$26-$105
Total Functional Expenses$6,339,047$2,126,082$0$8,465,129

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$8,465,129
Total Expenses per Audited Statements$8,465,129
Total Expenses per Form 990$8,465,129
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Taxable Bond Liability$5,140,000

Bond Issues

BondIssuerIssuedIssue PricePurpose
BPublic Finance Authority Edu Rev Series 2021a2 Bonds2021-12-17$10,155,000Acquisition and construction of the school's property and facilities
APublic Finance Authority Edu Rev Series 2021a1 Bonds2021-12-17$5,810,000Acquisition and construction of the school's property and facilities

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
B$10,170,631$100,001-$101,499
A$5,819,123$58,363-$59,237

Bond Financing Compliance

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

“The finance committee reviews the form 990, and a signed copy is reviewed by the board of directors prior to filing.”

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

“All board members and staff sign the conflict of interest policy annually. The board secretary reads the policy at each board meeting to help identify conflicts. Any potential conflicts are resolved by the board.”

Form 990, Part VI, Section B, Line 15

“Compensation of the organization's top management officials is determined through performance reviews and a review of competitive salaries within wake county (the county of operation). All salaries are based on a review of comparable positions in the wake county public school system. Each year, the human resources and finance committees review all salary scales and make recommendations to the board of directors. The board of directors approves all salary scales annually. Individual salaries are approved annually as part of the budget process, with the board discussing salaries before voting on them.”

Form 990, Part VI, Section C, Line 19

“Governing documents, school policies, and financial statements are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Casa Esperanza Montesorri Inc
EIN
56-2243027
Phone
9198335967
Address
10510 STAR ROAD, WAKE FOREST, NC 27587

Signing Officer

Name
Monique Taylor
Title
Board Chair
Phone
9198335967
Signed
2025-04-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Monique Taylor
Formed
2001
Legal Domicile
Nc
Voting Board Members
6
Independent Board Members
6
Employees
120
Volunteers
80

Preparer

Firm
Sharpe Patel CPA
Address
5510 SIX FORKS ROAD SUITE 140, RALEIGH, NC 27609
Preparer
Rebecca Fisher
Phone
7044993893
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IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt05371
IRS990/InformationTechnologyGrp/ProgramServicesAmt016015
IRS990/InformationTechnologyGrp/TotalAmt021386
IRS990/InsuranceGrp/ManagementAndGeneralAmt036989
IRS990/InsuranceGrp/ProgramServicesAmt0110286
IRS990/InsuranceGrp/TotalAmt0147275
IRS990/IntangibleAssetsGrp/BOYAmt01379420
IRS990/InterestGrp/ManagementAndGeneralAmt0253278
IRS990/InterestGrp/ProgramServicesAmt0755162
IRS990/InterestGrp/TotalAmt01008440
IRS990/InvestmentIncomeGrp/ExclusionAmt0208097
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0208097
IRS990/InvestmentInJointVentureInd00
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt021
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01081162
IRS990/LandBldgEquipBasisNetGrp/BOYAmt014011294
IRS990/LandBldgEquipBasisNetGrp/EOYAmt013865189
IRS990/LandBldgEquipCostOrOtherBssAmt014946351
IRS990/LegalDomicileStateCd0NC
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0CASA ESPERANZA MONTESSORI EDUCATES STUDENTS USING THE MONTESSORI PHILOSOPHY AND SPANISH LANGUAGE ACQUISITION TO DEVELOP INDEPENDENT, SELF-MOTIVATED INDIVIDUALS WHO POSSESS THE CRITICAL THINKING SKILLS NECESSARY TO BECOME RESPONSIBLE GLOBAL CITIZENS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt01476562
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt01034088
IRS990/NetAssetsOrFundBalancesBOYAmt0-1165728
IRS990/NetAssetsOrFundBalancesEOYAmt0-794332
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt0539067
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0539067
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0-1165728
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0-794332
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt061819
IRS990/OccupancyGrp/ProgramServicesAmt0184318
IRS990/OccupancyGrp/TotalAmt0246137
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt07445
IRS990/OfficeExpensesGrp/ProgramServicesAmt022199
IRS990/OfficeExpensesGrp/TotalAmt029644
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt090000
IRS990/OtherAssetsTotalGrp/EOYAmt01230918
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt093607
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0279094
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0372701
IRS990/OtherExpensesGrp/Desc0BOOKS & SUPPLIES
IRS990/OtherExpensesGrp/Desc1ADMINISTRATIVE SERVICES
IRS990/OtherExpensesGrp/Desc2NON-CAP EQUIPMENT
IRS990/OtherExpensesGrp/Desc3CLUBS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt051593
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt141503
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt214681
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3415
IRS990/OtherExpensesGrp/ProgramServicesAmt0153826
IRS990/OtherExpensesGrp/ProgramServicesAmt1123744
IRS990/OtherExpensesGrp/ProgramServicesAmt243774
IRS990/OtherExpensesGrp/ProgramServicesAmt31236
IRS990/OtherExpensesGrp/TotalAmt0205419
IRS990/OtherExpensesGrp/TotalAmt1165247
IRS990/OtherExpensesGrp/TotalAmt258455
IRS990/OtherExpensesGrp/TotalAmt31651
IRS990/OtherLiabilitiesGrp/BOYAmt089857
IRS990/OtherLiabilitiesGrp/EOYAmt05140000
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0SALES TAX REFUND
IRS990/OtherRevenueMiscGrp/Desc1MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0236805
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt15977
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0236805
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt15977
IRS990/OtherRevenueTotalAmt0242782
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt01048474
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt03126091
IRS990/OtherSalariesAndWagesGrp/TotalAmt04174565
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt078660
IRS990/PayrollTaxesGrp/ProgramServicesAmt0234528
IRS990/PayrollTaxesGrp/TotalAmt0313188
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt046525
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0138716
IRS990/PensionPlanContributionsGrp/TotalAmt0185241
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0136717
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt053440
IRS990/PrincipalOfficerNm0MONIQUE TAYLOR
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/BusinessCd1611710
IRS990/ProgramServiceRevenueGrp/Desc0PRESCHOOL
IRS990/ProgramServiceRevenueGrp/Desc1FIELD TRIPS & STUDENT
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0534417
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt15893
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0534417
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt15893
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt06740617
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0193266
IRS990/PYOtherExpensesAmt03075598
IRS990/PYOtherRevenueAmt022619
IRS990/PYProgramServiceRevenueAmt0542661
IRS990/PYRevenuesLessExpensesAmt0-105881
IRS990/PYSalariesCompEmpBnftPaidAmt04529446
IRS990/PYTotalExpensesAmt07605044
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt07499163
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0371396
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt0539067
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01322159
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03710953
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03801271
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/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt012222292
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0480666
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt012702958
IRS990ScheduleD/EquipmentGrp/BookValueAmt091070
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0190604
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0281674
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt08465129
IRS990ScheduleD/LandGrp/BookValueAmt01517998
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01517998
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt033829
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0409892
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0443721
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0208877
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1932041
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt290000
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0DUE FROM OTHER GOVERNMENTS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1RIGHT OF USE ASSET NET OF AMORTIZATION
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2SECURITY DEPOSIT
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt05140000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0TAXABLE BOND LIABILITY
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt08836525
IRS990ScheduleD/TotalBookValueLandBuildingsAmt013865189
IRS990ScheduleD/TotalBookValueOtherAssetsAmt01230918
IRS990ScheduleD/TotalExpensesPerForm990Amt08465129
IRS990ScheduleD/TotalLiabilityAmt05140000
IRS990ScheduleD/TotalRevenuePerForm990Amt08836525
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt08836525
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt08465129
IRS990ScheduleE/ComplianceWithRevProc7550Ind00
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd01
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd00
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd00
IRS990ScheduleE/MaintainRacialCompRecsInd00
IRS990ScheduleE/MaintainScholarshipsRecsInd00
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd00
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd00
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd00
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0CASA ESPERANZA MONTESSORI INC. IS A PUBLIC CHARTER SCHOOL AND IS NOT REQUIRED TO FILE FORM 5578. THEREFORE, SCHEDULE E IS NOT APPLICABLE.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1CASA ESPERANZA MONTESSORI INC. IS A PUBLIC CHARTER SCHOOL AND IS NOT REQUIRED TO FILE FORM 5578. THEREFORE, SCHEDULE E IS NOT APPLICABLE.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt2THE SCHOOL IS ORGANIZED AS A CHARTER SCHOOL UNDER NORTH CAROLINA GENERAL STATUTE 115C-238.29A. ACCORDINGLY, IT RECEIVES BOTH FEDERAL AND STATE FUNDING AS ITS PRIMARY MEANS OF SUPPORT.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt3CASA ESPERANZA MONTESSORI INC. IS A PUBLIC CHARTER SCHOOL AND IS NOT REQUIRED TO FILE FORM 5578. THEREFORE, SCHEDULE E IS NOT APPLICABLE.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, PART I, LINE 4
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2SCHEDULE E, PART I, LINE 6
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc3SCHEDULE E, PART I, LINE 7
IRS990/ScheduleJRequiredInd00
IRS990ScheduleK/ProceduresCorrectiveActionGrp/BondReferenceCd0A
IRS990ScheduleK/ProceduresCorrectiveActionGrp/ProceduresCorrectiveActionInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/BondReferenceCd1B
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/ExceptionToRebateInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/ExceptionToRebateInd10
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/Form8038TFiledInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/Form8038TFiledInd10
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/GrossProceedsInvestedInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/GrossProceedsInvestedInd10
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/GrossProceedsInvestedInGICInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/GrossProceedsInvestedInGICInd10
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/HedgeIdentifiedInBksAndRecInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/HedgeIdentifiedInBksAndRecInd10
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/NoRebateDueInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/NoRebateDueInd10
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/RebateNotDueYetInd01
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/RebateNotDueYetInd11
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/VariableRateIssueInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/VariableRateIssueInd10
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/WrittenProcToMonitorReqsInd00

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