Civic Intelligence

Lakewood Montessori School

EIN 75-2806289 • 501(c)3 • Dallas, TX

Profile

EDUCATION.

6464 E Lovers LaneDallas, TX 75214

www.lmschool.org

Siviq Scores

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

Liabilities / Assets

61st percentile

0.05x

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

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

Liabilities / Revenue

72nd percentile

0.12x

Higher debt load relative to revenue than 72% of similar nonprofits.

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

Net Margin

6th percentile

-62%

Higher net margin than 6% of similar nonprofits.

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

Top Officer Pay

88th percentile

$106,591

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 44.3% of source-year revenue.

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

Asset Growth

10th percentile

-31%

Faster asset growth than 10% of similar nonprofits.

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

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets61st percentile

Assets

Flat

$765,320

Flat from 2023

Liabilities

Flat

$34,265

Flat from 2023

Net Assets

Flat

$731,055

Flat from 2023

Operations
Liabilities / Revenue72nd percentileNet Margin6th percentile

Revenue

Down

$0

Down $574,186 (-100%) from 2023

Expenses

Down

$0

Down $469,943 (-100%) from 2023

Net Income

Down

$0

Down $104,243 (-100%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth10th percentile

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

$800K$600K$400K$200K$0Assets 2010: $482,282Liabilities 2010: $7,810Net Assets 2010: $474,4722010Assets 2011: $513,541Liabilities 2011: $26,890Net Assets 2011: $486,6512011Assets 2012: $521,411Liabilities 2012: $33,991Net Assets 2012: $487,4202012Assets 2013: $537,920Liabilities 2013: $32,916Net Assets 2013: $505,0042013Assets 2014: $614,785Liabilities 2014: $68,770Net Assets 2014: $546,0152014Assets 2015: $630,761Liabilities 2015: $44,645Net Assets 2015: $586,1162015Assets 2016: $678,238Liabilities 2016: $52,410Net Assets 2016: $625,8282016Assets 2017: $694,103Liabilities 2017: $59,815Net Assets 2017: $634,2882017Assets 2018: $574,418Liabilities 2018: $50,545Net Assets 2018: $523,8732018Assets 2019: $523,681Liabilities 2019: $63,490Net Assets 2019: $460,1912019Assets 2020: $602,129Liabilities 2020: $150,165Net Assets 2020: $451,9642020Assets 2021: $646,440Liabilities 2021: $151,915Net Assets 2021: $494,5252021Assets 2022: $666,107Liabilities 2022: $39,295Net Assets 2022: $626,8122022Assets 2023: $765,320Liabilities 2023: $34,265Net Assets 2023: $731,0552023Assets 2024: $765,320Liabilities 2024: $34,265Net Assets 2024: $731,0552024

Highlighted filing

2024

Assets$765,320
Liabilities$34,265
Net Assets$731,055
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500KExpenses 2010: $577,3922010Expenses 2011: $632,7592011Expenses 2012: $682,0132012Expenses 2013: $716,1702013Revenue 2014: $768,520Expenses 2014: $727,509Net Income 2014: $41,0112014Revenue 2015: $820,620Expenses 2015: $780,519Net Income 2015: $40,1012015Revenue 2016: $873,181Expenses 2016: $833,469Net Income 2016: $39,7122016Revenue 2017: $833,466Expenses 2017: $825,006Net Income 2017: $8,4602017Revenue 2018: $843,503Expenses 2018: $953,918Net Income 2018: -$110,4152018Revenue 2019: $862,848Expenses 2019: $926,530Net Income 2019: -$63,6822019Revenue 2020: $637,895Expenses 2020: $646,122Net Income 2020: -$8,2272020Revenue 2021: $353,675Expenses 2021: $311,114Net Income 2021: $42,5612021Revenue 2022: $623,180Expenses 2022: $490,893Net Income 2022: $132,2872022Revenue 2023: $574,186Expenses 2023: $469,943Net Income 2023: $104,2432023Revenue 2024: $0Expenses 2024: $0Net Income 2024: $02024

Highlighted filing

2024

Revenue$0
Expenses$0
Net Income$0
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$765,320
Liabilities
$34,265
Net assets
$731,055
Revenue
$0
Expenses
$0
Net income
$0
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.65$0.34$7.31$0.00$0.00$0.00
2023Detailed filing. Detailed filing data is available for this year.$7.65$0.34$7.31$5.74$4.70$1.04
2022Detailed filing. Detailed filing data is available for this year.$6.66$0.39$6.27$6.23$4.91$1.32
2021Detailed filing. Detailed filing data is available for this year.$6.46$1.52$4.95$3.54$3.11$0.43
2020Detailed filing. Detailed filing data is available for this year.$6.02$1.50$4.52$6.38$6.46$0.08
2019Detailed filing. Detailed filing data is available for this year.$5.24$0.63$4.60$8.63$9.27$0.64
2018Detailed filing. Detailed filing data is available for this year.$5.74$0.51$5.24$8.44$9.54$1.10
2017Detailed filing. Detailed filing data is available for this year.$6.94$0.60$6.34$8.33$8.25$0.08
2016Detailed filing. Detailed filing data is available for this year.$6.78$0.52$6.26$8.73$8.33$0.40
2015Detailed filing. Detailed filing data is available for this year.$6.31$0.45$5.86$8.21$7.81$0.40
2014Detailed filing. Detailed filing data is available for this year.$6.15$0.69$5.46$7.69$7.28$0.41
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.38$0.33$5.05$7.16
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.21$0.34$4.87$6.82
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.14$0.27$4.87$6.33
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.82$0.08$4.74$5.77
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2023 to May 31, 2024
Signed
Nov 11, 2024
Return Version
2023v5.0
Gross Receipts
$0
Mission and Program Overview

Mission

Education

EDUCATION.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$352,191$352,191→ $0
Land, Buildings, and Equipment, Net$336,009$336,009→ $0
Savings and Temporary Cash Investments$68,014$68,014→ $0
Accounts Receivable$4,486$4,486→ $0
Total Assets$765,320$765,320→ $0
Other Assets Total$4,620$4,620→ $0
Liabilities
Deferred Revenue$34,265$34,265→ $0
Total Liabilities$34,265$34,265→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$731,055$731,055→ $0
Total Net Assets Fund Balance$731,055$731,055→ $0
Total Liabilities and Net Assets / Fund Balance$765,320$765,320→ $0

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$263,423$200,958$464,381
Buildings$72,176$48,677$120,853
Other Land Buildings$211$72,598$72,809
Equipment$199$11,654$11,853
Compensation and Service Providers
Top Officer Pay88th percentile

Board Members and Trustees

NameTitle
John GlendenningBoard Presid
Denise PevehouseBoard Secret
Jane MeltonBoard Treasu
Annie FrostMember
Debra RodiaMember
Jeanne SmithMember
Jeff FhrenholzMember
Meghan BucknerMember
Nancy GaroutteMember
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$0
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$0
Other Expenses$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
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
No
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

“Form 990 is emailed to all board members before the return is filed. The process for determing compensation includes the review and approval by the board of directors. The comparability data used was the national american montessori society salary survey. The substantiation of the decision was the board of directors minutes from the meeting. Copies are maintained in the office and are available to be reviewed upon request.”

Form 990, Page 6, Part VI, Line 11B

“Form 990 is emailed to all board members before the return is filed.”

Form 990, Page 6, Part VI, Line 15B

“The process for determining compensation includes the review and approval by the board of directors. The comparability data used was the national american montessori society salary survey. The substantiation of the decision was the board of directors minutes from the meeting.”

Form 990, Page 6, Part VI, Line 19

“Copies are maintained in the office and are available to be reviewed upon request.”

Filing and Contact Details

Filer

Filer Name
Lakewood Montessori School
EIN
75-2806289
Phone
2148219466
Address
6464 E LOVERS LANE, DALLAS, TX 75214

Signing Officer

Name
Jane Melton
Title
Board Treasurer
Phone
2148219466
Signed
2024-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jane Melton
Formed
1999
Legal Domicile
TX
Voting Board Members
5
Independent Board Members
5
Employees
8

Preparer

Firm
Thomas V Stephen & Company Pc
Address
630 E SOUTHLAKE BLVD SUITE 205, SOUTHLAKE, TX 76092
Preparer
Thomas V Stephen
Phone
2148242556
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Part I, Line 6

“To help teachers educate students from age 3 to 12.”

Raw XML Appendix316 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/Desc0LAKEWOOD MONTESSORI SCHOOL SERVED 31 STUDENTS DURING THE JUNE 1, 2022 TO MAY 31, 2023 FISCAL YEAR. THE PURPOSE OF LAKEWOOD MONTESSORI SCHOOL IS TO EDUCATE STUDENTS FROM AGE 3 TO AGE 12.
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IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD TREASU
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD SECRET
IRS990/Form990PartVIISectionAGrp/TitleTxt3MEMBER
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IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE BIGGEST ADVERTISEMENT OF THE NONDISCRIMNATORY POLICY WAS PO STED IN THE DALLAS MORNING NEWS IN MARCH OF 1999. THE ORGANIZAT ION HAS HAD SIMILAR SMALLER ADVERTISEMENTS SINCE THEN.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO HELP TEACHERS EDUCATE STUDENTS FROM AGE 3 TO 12.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS EMAILED TO ALL BOARD MEMBERS BEFORE THE RETURN IS FILED. THE PROCESS FOR DETERMING COMPENSATION INCLUDES THE REVIEW AND APPROVAL BY THE BOARD OF DIRECTORS. THE COMPARABILITY DATA USED WAS THE NATIONAL AMERICAN MONTESSORI SOCIETY SALARY SURVEY. THE SUBSTANTIATION OF THE DECISION WAS THE BOARD OF DIRECTORS MINUTES FROM THE MEETING. COPIES ARE MAINTAINED IN THE OFFICE AND ARE AVAILABLE TO BE REVIEWED UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 IS EMAILED TO ALL BOARD MEMBERS BEFORE THE RETURN IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE PROCESS FOR DETERMINING COMPENSATION INCLUDES THE REVIEW AND APPROVAL BY THE BOARD OF DIRECTORS. THE COMPARABILITY DATA USED WAS THE NATIONAL AMERICAN MONTESSORI SOCIETY SALARY SURVEY. THE SUBSTANTIATION OF THE DECISION WAS THE BOARD OF DIRECTORS MINUTES FROM THE MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COPIES ARE MAINTAINED IN THE OFFICE AND ARE AVAILABLE TO BE REVIEWED UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 1, PART I, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
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ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS V STEPHEN
ReturnHeader/ReturnTs02024-11-11T12:44:04-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-06-01
ReturnHeader/TaxPeriodEndDt02024-05-31
ReturnHeader/TaxYr02023

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