Civic Intelligence

Montessori School of Franklin

EIN 62-1857209 • 501(c)3 • Franklin, TN

Profile

Early child and elementary education

PO Box 682664Franklin, TN 37068

www.montessorifranklin.org

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

35th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Net Margin

48th percentile

3.5%

Higher net margin than 48% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Asset Growth

54th percentile

5.0%

Faster asset growth than 54% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

13th percentile

-29%

Faster revenue growth than 13% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Assets

Up

$364,254

Up $304,054 (+505%) from 2023

Liabilities

Down

$32,500

Down $27,700 (-46%) from 2023

Net Assets

Up

$331,754

Up $331,754 from 2023

Revenue

Down

$872,877

Down $85,607 (-8.9%) from 2023

Expenses

Up

$802,150

Up $21,337 (+2.7%) from 2023

Net Income

Down

$70,727

Down $106,944 (-60%) from 2023

Trend Graphs

Balance Sheet Trend

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

$1.5M$1.0M$500K$0-$500KAssets 2011: $133,994Liabilities 2011: $258,933Net Assets 2011: -$124,9392011Assets 2012: $224,956Liabilities 2012: $280,704Net Assets 2012: -$55,7482012Assets 2013: $184,716Liabilities 2013: $184,716Net Assets 2013: $02013Assets 2014: $89,013Liabilities 2014: $182,226Net Assets 2014: -$93,2132014Assets 2015: $161,408Liabilities 2015: $180,226Net Assets 2015: -$18,8182015Assets 2016: $246,026Liabilities 2016: $174,285Net Assets 2016: $71,7412016Assets 2017: $290,262Liabilities 2017: $164,995Net Assets 2017: $125,2672017Assets 2018: $322,781Liabilities 2018: $149,690Net Assets 2018: $173,0912018Assets 2019: $368,539Liabilities 2019: $4,451Net Assets 2019: $364,0882019Assets 2020: $368,637Liabilities 2020: $6,555Net Assets 2020: $362,0822020Assets 2021: $331,855Liabilities 2021: $0Net Assets 2021: $331,8552021Assets 2022: $1,174,894Liabilities 2022: $972,500Net Assets 2022: $202,3942022Assets 2023: $60,200Liabilities 2023: $60,200Net Assets 2023: $02023Assets 2024: $364,254Liabilities 2024: $32,500Net Assets 2024: $331,7542024

Highlighted filing

2024

Assets$364,254
Liabilities$32,500
Net Assets$331,754

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $656,391Expenses 2011: $518,030Net Income 2011: $138,3612011Revenue 2012: $699,181Expenses 2012: $632,645Net Income 2012: $66,5362012Revenue 2013: $687,938Expenses 2013: $632,190Net Income 2013: $55,7482013Revenue 2014: $536,623Expenses 2014: $629,836Net Income 2014: -$93,2132014Revenue 2015: $806,134Expenses 2015: $731,742Net Income 2015: $74,3922015Revenue 2016: $987,741Expenses 2016: $906,933Net Income 2016: $80,8082016Revenue 2017: $1,028,159Expenses 2017: $974,633Net Income 2017: $53,5262017Revenue 2018: $994,074Expenses 2018: $986,596Net Income 2018: $7,4782018Revenue 2019: $1,025,922Expenses 2019: $940,451Net Income 2019: $85,4712019Revenue 2020: $982,166Expenses 2020: $1,049,334Net Income 2020: -$67,1682020Revenue 2021: $964,941Expenses 2021: $1,051,678Net Income 2021: -$86,7372021Revenue 2022: $918,831Expenses 2022: $920,294Net Income 2022: -$1,4632022Revenue 2023: $958,484Expenses 2023: $780,813Net Income 2023: $177,6712023Revenue 2024: $872,877Expenses 2024: $802,150Net Income 2024: $70,7272024

Highlighted filing

2024

Revenue$872,877
Expenses$802,150
Net Income$70,727

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.36$0.03$0.33$0.87$0.80$0.07
2023Detailed filing. Detailed filing data is available for this year.$0.06$0.06$0.00$0.96$0.78$0.18
2022Detailed filing. Detailed filing data is available for this year.$1.17$0.97$0.20$0.92$0.92$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$0.96$1.05$0.09
2020Detailed filing. Detailed filing data is available for this year.$0.37$0.01$0.36$0.98$1.05$0.07
2019Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.36$1.03$0.94$0.09
2018Detailed filing. Detailed filing data is available for this year.$0.32$0.15$0.17$0.99$0.99$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.29$0.16$0.13$1.03$0.97$0.05
2016Summary only. Only limited summary data is available for this year.$0.25$0.17$0.07$0.99$0.91$0.08
2015Summary only. Only limited summary data is available for this year.$0.16$0.18$0.02$0.81$0.73$0.07
2014Summary only. Only limited summary data is available for this year.$0.09$0.18$0.09$0.54$0.63$0.09
2013Summary only. Only limited summary data is available for this year.$0.18$0.18$0.00$0.69$0.63$0.06
2012Summary only. Only limited summary data is available for this year.$0.22$0.28$0.06$0.70$0.63$0.07
2011Summary only. Only limited summary data is available for this year.$0.13$0.26$0.12$0.66$0.52$0.14
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Apr 14, 2025
Return Version
2023v6.0
Gross Receipts
$872,877
Mission and Program Overview

Mission

Provide early childhood and elementary education using the Montessori Method of instruction.

Early child and elementary education

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$57,650$360,732▲ $303,082
Accounts Receivable$2,550$3,522▲ $972
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$60,200$364,254▲ $304,054
Liabilities
Accounts Payable and Accrued Expenses$60,200$32,500▼ $27,700
Total Liabilities$60,200$32,500▼ $27,700
Net Assets / Fund Balance
Net Assets Without Donor Restrictions-$331,754-
Total Net Assets Fund Balance$0$331,754▲ $331,754
Total Liabilities and Net Assets / Fund Balance$60,200$364,254▲ $304,054

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$0-$0
Land$0-$0
Compensation and Service Providers

Board Members and Trustees

NameTitle
Heather MorrisPresident
Liza LivakVice President
Jim VadenBoard Member
Meg MathmanBoard Member
Yoo Mee PakBoard Member
Amanda HeiserSecretary
Kimberly VadenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$872,877
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$70,727
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$556,450
Other Expenses$245,700
Total Fundraising Expense$452
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$405,818$0$0$405,818
All Other Expenses$95,901$55,339$452$151,692
Payroll Taxes$103,697$0$0$103,697
Occupancy$93,681$0$0$93,681
Other Employee Benefits$46,935$0$0$46,935
Office Expenses$0$327$0$327
Total Functional Expenses$746,032$55,666$452$802,150
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Montessori School of Franklin
EIN
62-1857209
Phone
6159447412
Address
PO Box 682664, Franklin, TN 37068

Signing Officer

Name
Ramona Jones
Title
Head of School
Phone
6159447412
Signed
2025-04-14

Organization Details

Formed
2001
Legal Domicile
Tn
Voting Board Members
7
Independent Board Members
7
Employees
12
Volunteers
10

Preparer

Firm
Jeffery N Solomon CPA
Address
4918 MAIN ST SUITE 3, SPRING HIll, TN 37174
Preparer
Jeffery N Solomon CPA
Phone
6159447412
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

Form 990 reviewed by board of directors and finance dir.

Pt VI, Line 12C

Conflict of interest policy enforced by board of directors

Pt VI, Line 19

Governoring documents disclose policy

Pt VII, Col (E)

No compensation

Pt VII, Col (F)

No compensation

Pt VI, Line 15A

Compensation approved by governing board

Pt VI, Line 15B

Compensation approved by governing board

Form 990, Part IX, Line 24E

Payment processing 23277. 0. 23277. 0.

Form 990, Part IX, Line 24E

Insurance 6323. 6323. 0. 0.

Form 990, Part IX, Line 24E

Internet charges 1260. 1260. 0. 0.

Form 990, Part IX, Line 24E

Legal 2218. 0. 2218. 0.

Form 990, Part IX, Line 24E

Payment returns 2310. 2310. 0. 0.

Form 990, Part IX, Line 24E

Classroom support 50539. 50539. 0. 0.

Form 990, Part IX, Line 24E

Phone 132. 132. 0. 0.

Form 990, Part IX, Line 24E

Refunds 2665. 2665. 0. 0.

Form 990, Part IX, Line 24E

Fees 601. 0. 601. 0.

Form 990, Part IX, Line 24E

Dues and subscriptions 6072. 6072. 0. 0.

Form 990, Part IX, Line 24E

Supplies 462. 462. 0. 0.

Form 990, Part IX, Line 24E

Enrichment 11190. 11190. 0. 0.

Form 990, Part IX, Line 24E

Professional fees 28523. 0. 28523. 0.

Form 990, Part IX, Line 24E

Payroll processing 5214. 5214. 0. 0.

Form 990, Part IX, Line 24E

Local taxes 105. 0. 105. 0.

Form 990, Part IX, Line 24E

Bank fees 482. 0. 482. 0.

Form 990, Part IX, Line 24E

Continuing education 856. 856. 0. 0.

Form 990, Part IX, Line 24E

Events 452. 0. 0. 452.

Form 990, Part IX, Line 24E

Miscellaneous 2906. 2906. 0. 0.

Form 990, Part IX, Line 24E

Postage 133. 0. 133. 0.

Form 990, Part IX, Line 24E

Equipment 5972. 5972. 0. 0.

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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Conflict of interest policy enforced by board of directors
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Governoring documents disclose policy
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3No compensation
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4No compensation
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Compensation approved by governing board
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Compensation approved by governing board
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Payment processing 23277. 0. 23277. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Insurance 6323. 6323. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Internet charges 1260. 1260. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Legal 2218. 0. 2218. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Payment returns 2310. 2310. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Classroom support 50539. 50539. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Phone 132. 132. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Refunds 2665. 2665. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Fees 601. 0. 601. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Dues and subscriptions 6072. 6072. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Supplies 462. 462. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Enrichment 11190. 11190. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Professional fees 28523. 0. 28523. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20Payroll processing 5214. 5214. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21Local taxes 105. 0. 105. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22Bank fees 482. 0. 482. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt23Continuing education 856. 856. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt24Events 452. 0. 0. 452.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt25Miscellaneous 2906. 2906. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt26Postage 133. 0. 133. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt27Equipment 5972. 5972. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VII, Col (E)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VII, Col (F)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Pt VI, Line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc22Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc23Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc24Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc25Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc26Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc27Form 990, Part IX, Line 24e
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IRS990/TotalFunctionalExpensesGrp/TotalAmt0802150
IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesEOYAmt032500
IRS990/TotalLiabilitiesGrp/BOYAmt060200
IRS990/TotalLiabilitiesGrp/EOYAmt032500
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt00
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IRS990/TotalProgramServiceExpensesAmt0746032
IRS990/TotalProgramServiceRevenueAmt0872877
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0872877
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0872877
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt010
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IRS990/USAddress/AddressLine1Txt0PO Box 682664
IRS990/USAddress/CityNm0Franklin
IRS990/USAddress/StateAbbreviationCd0TN
IRS990/USAddress/ZIPCd037068
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0www.montessorifranklin.org
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Ramona Jones
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Head of School
ReturnHeader/BusinessOfficerGrp/PhoneNum06159447412
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Montessori School of Franklin
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0621857209
ReturnHeader/Filer/PhoneNum06159447412
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
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ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0204082958
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Jeffery N Solomon CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04918 MAIN ST SUITE 3
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SPRING HIll
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd037174
ReturnHeader/PreparerPersonGrp/PhoneNum06159447412
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffery N Solomon CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-04-14T09:25:08-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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