Civic Intelligence

Salem Montessori School Incorporated

EIN 56-2253872 • 501(c)3 • Winston Salem, NC

Pub. 78 EligibleNTEE B20

Profile

To provide a Montessori educational experience to 90 preschool age children, who attended school 2, 3, or 5 days, and 59 Elementary children, who attended school 5 days.

2651 Pilgrim CtWinston Salem, NC 27106

www.salem-montessori.org

Siviq Scores

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

Liabilities / Assets

61st percentile

0.56x

Higher debt load relative to assets than 61% of similar nonprofits.

NTEE B20 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

63rd percentile

0.23x

Higher debt load relative to revenue than 63% of similar nonprofits.

NTEE B20 • $1M-$5M nonprofits • Source year 2024

Net Margin

30th percentile

-0.7%

Higher net margin than 30% of similar nonprofits.

NTEE B20 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

66th percentile

$82,005

Higher top officer pay than 66% of similar nonprofits.

Top officer pay equals 5.6% of source-year revenue.

NTEE B20 • $1M-$5M nonprofits • Source year 2024

Asset Growth

72nd percentile

26%

Faster asset growth than 72% of similar nonprofits.

NTEE B20 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

77th percentile

38%

Faster revenue growth than 77% of similar nonprofits.

NTEE B20 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$603,506

Up $123,772 (+26%) from 2023

Liabilities

Up

$339,588

Up $130,860 (+63%) from 2023

Net Assets

Down

$263,918

Down $7,088 (-2.6%) from 2023

Operations
Liabilities / Revenue63rd percentileNet Margin30th percentile

Revenue

Up

$1,468,074

Up $405,144 (+38%) from 2023

Expenses

Up

$1,478,281

Up $551,949 (+60%) from 2023

Net Income

Down

-$10,207

Down $146,805 (-107%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth72nd percentile

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

$800K$600K$400K$200K$0Assets 2011: $126,624Liabilities 2011: $27,066Net Assets 2011: $99,5582011Assets 2012: $155,072Liabilities 2012: $31,475Net Assets 2012: $123,5972012Assets 2013: $165,743Liabilities 2013: $39,932Net Assets 2013: $125,8112013Assets 2014: $191,189Liabilities 2014: $64,295Net Assets 2014: $126,8942014Assets 2015: $210,705Liabilities 2015: $62,091Net Assets 2015: $148,6142015Assets 2016: $234,487Liabilities 2016: $76,576Net Assets 2016: $157,9112016Assets 2017: $220,043Liabilities 2017: $58,063Net Assets 2017: $161,9802017Assets 2018: $212,718Liabilities 2018: $76,118Net Assets 2018: $136,6002018Assets 2019: $213,320Liabilities 2019: $72,687Net Assets 2019: $140,6332019Assets 2020: $286,572Liabilities 2020: $144,778Net Assets 2020: $141,7942020Assets 2021: $251,038Liabilities 2021: $107,281Net Assets 2021: $143,7572021Assets 2022: $317,249Liabilities 2022: $185,990Net Assets 2022: $131,2592022Assets 2023: $479,734Liabilities 2023: $208,728Net Assets 2023: $271,0062023Assets 2024: $603,506Liabilities 2024: $339,588Net Assets 2024: $263,9182024

Highlighted filing

2024

Assets$603,506
Liabilities$339,588
Net Assets$263,918
Open 2024 Filing

Operations Trend

Revenue Growth77th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $252,535Expenses 2011: $239,876Net Income 2011: $12,6592011Revenue 2012: $298,629Expenses 2012: $274,590Net Income 2012: $24,0392012Revenue 2013: $303,108Expenses 2013: $300,894Net Income 2013: $2,2142013Revenue 2014: $301,837Expenses 2014: $300,754Net Income 2014: $1,0832014Revenue 2015: $320,792Expenses 2015: $299,072Net Income 2015: $21,7202015Revenue 2016: $337,743Expenses 2016: $328,446Net Income 2016: $9,2972016Revenue 2017: $333,958Expenses 2017: $329,889Net Income 2017: $4,0692017Revenue 2018: $325,734Expenses 2018: $351,114Net Income 2018: -$25,3802018Revenue 2019: $387,134Expenses 2019: $382,415Net Income 2019: $4,7192019Revenue 2020: $456,639Expenses 2020: $455,478Net Income 2020: $1,1612020Revenue 2021: $559,672Expenses 2021: $557,709Net Income 2021: $1,9632021Revenue 2022: $799,311Expenses 2022: $802,053Net Income 2022: -$2,7422022Revenue 2023: $1,062,930Expenses 2023: $926,332Net Income 2023: $136,5982023Revenue 2024: $1,468,074Expenses 2024: $1,478,281Net Income 2024: -$10,2072024

Highlighted filing

2024

Revenue$1,468,074
Expenses$1,478,281
Net Income-$10,207
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$603,506
Liabilities
$339,588
Net assets
$263,918
Revenue
$1,468,074
Expenses
$1,478,281
Net income
-$10,207
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.60$0.34$0.26$1.47$1.48$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.48$0.21$0.27$1.06$0.93$0.14
2022Detailed filing. Detailed filing data is available for this year.$0.32$0.19$0.13$0.80$0.80$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.25$0.11$0.14$0.56$0.56$0.00
2020Summary only. Only limited summary data is available for this year.$0.29$0.14$0.14$0.46$0.46$0.00
2019Summary only. Only limited summary data is available for this year.$0.21$0.07$0.14$0.39$0.38$0.00
2018Summary only. Only limited summary data is available for this year.$0.21$0.08$0.14$0.33$0.35$0.03
2017Summary only. Only limited summary data is available for this year.$0.22$0.06$0.16$0.33$0.33$0.00
2016Summary only. Only limited summary data is available for this year.$0.23$0.08$0.16$0.34$0.33$0.01
2015Summary only. Only limited summary data is available for this year.$0.21$0.06$0.15$0.32$0.30$0.02
2014Summary only. Only limited summary data is available for this year.$0.19$0.06$0.13$0.30$0.30$0.00
2013Summary only. Only limited summary data is available for this year.$0.17$0.04$0.13$0.30$0.30$0.00
2012Summary only. Only limited summary data is available for this year.$0.16$0.03$0.12$0.30$0.27$0.02
2011Summary only. Only limited summary data is available for this year.$0.13$0.03$0.10$0.25$0.24$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 15, 2025
Return Version
2023v6.0
Gross Receipts
$1,481,038
Mission and Program Overview

Mission

To provide a Montessori educational experience to 90 preschool age children, who attended school 2, 3, or 5 days, and 59 Elementary children, who attended school 5 days.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$302,856$312,712▲ $9,856
Land, Buildings, and Equipment, Net-$117,588-
Cash and Non-Interest-Bearing Accounts$123,692$115,154▼ $8,538
Accounts Receivable$31,686$34,520▲ $2,834
Prepaid Expenses and Deferred Charges-$21,482-
Pledges and Grants Receivable$21,500$2,050▼ $19,450
Total Assets$479,734$603,506▲ $123,772
Liabilities
Deferred Revenue$164,092$278,451▲ $114,359
Accounts Payable and Accrued Expenses$44,636$61,137▲ $16,501
Total Liabilities$208,728$339,588▲ $130,860
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$114,478$226,926▲ $112,448
Net Assets With Donor Restrictions$156,528$36,992▼ $119,536
Total Net Assets Fund Balance$271,006$263,918▼ $7,088
Total Liabilities and Net Assets / Fund Balance$479,734$603,506▲ $123,772

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$76,972$4,528$81,500
Equipment$40,616$3,693$44,309
Compensation and Service Providers
Top Officer Pay66th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Patrick VeldeHead of SchoolFT$74,855$7,150$82,005

Board Members and Trustees

NameTitle
Francisco MoralesChair
Tiffani OteyVice Chair
Chris DortschBoard Member
Chris DyerBoard Member
Elizabeth MarshBoard Member
Gabe ChryssonBoard Member
Jeremy BurnettBoard Member
Julie SmithBoard Member
Kyle BarnesBoard Member
Sarah DalenaBoard Member
Virginia SummeyBoard Member
Amanda WatersSecretary
Kathleen SherwoodTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$96,148
Program Service Revenue
$1,279,124
Investment Income
$14,001
Other Revenue
$78,801
All Other Contributions
$96,148
Change in Net Assets
$-10,207
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$993,630
Other Expenses$450,451
Grants and Similar Amounts Paid$34,200
Total Fundraising Expense$18,434
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$761,877$3,361-$765,238
Occupancy$191,728$32,585-$224,313
Current Officers, Directors, Trustees, and Key Employees$104,745$831-$105,576
Payroll Taxes$62,926$199-$63,125
Other Employee Benefits$46,894$8,750-$55,644
Fees for Services Legal-$41,293-$41,293
Fees for Services Accounting-$38,205-$38,205
Grants to Domestic Individuals$34,200--$34,200
All Other Expenses$10,792$6,026$6,581$23,399
Office Expenses$5,905$16,314$26$22,245
Other Expenses$16,010$230$17$16,257
Insurance$3,067$8,252-$11,319
Depreciation Depletion-$8,220-$8,220
Fees for Services Other$993$1,685$1,685$4,363
Pension Plan Contributions$3,995$52-$4,047
Advertising-$1,481-$1,481
Information Technology$889--$889
Travel-$53-$53
Total Functional Expenses$1,292,310$167,537$18,434$1,478,281
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$22,085
Fundraising Direct Expenses$12,964
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$22,085$22,085$3,718$18,367
Total Events$22,085$22,085$12,964$9,121
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
No
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 A, Line 8B

“SMS does not have any committee which acts on behalf of governing body, the board of directors is the sole governing body.”

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

“SMS has provided a copy of the form 990 to each member of the board of directors before filling with IRS.”

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

“The printed copy of the form 990 was distributed to members of the board of directors in monthly meeting.”

Form 990, Part VI, Section B, Line 15A

“There is a process in place, in which before each school year begins, the Board of Directors are presented and the Board formally approves salary and annual increase for Principal, as well as an available percent increase for general staff members.”

Form 990, Part VI, Section C, Line 19

“All financial and other governing documents are available to individuals upon written request to SMS.”

Filing and Contact Details

Filer

Filer Name
Salem Montessori School Inc
EIN
56-2253872
Phone
3363918206
Address
2651 Pilgrim Ct, Winston Salem, NC 27106

Signing Officer

Name
Francisco Morales
Title
Board Chair
Phone
3363918206
Signed
2025-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Francisco Morales
Formed
2001
Legal Domicile
Nc
Voting Board Members
13
Independent Board Members
13
Employees
40
Volunteers
13

Preparer

Firm
Outfitters4 Inc
Address
717 Coliseum Dr NW, Winston Salem, NC 27106
Preparer
Brittany Emery
Phone
8889299499
Raw XML AppendixShowing 400 of 500 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0Head of School
IRS990/Form990PartVIISectionAGrp/TitleTxt1Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt5Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt6Board Member
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