Civic Intelligence

Oak Grove Montessori School Inc

EIN 75-3164848 • 501(c)3 • Carrollton, GA

Profile

School to educate small children

180 Oakgrove RoadCarrollton, GA 30117

oakgrovemontessori.com

Siviq Scores

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

Liabilities / Assets

77th percentile

0.37x

Higher debt load relative to assets than 77% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

80th percentile

0.45x

Higher debt load relative to revenue than 80% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

65th percentile

13%

Higher net margin than 65% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

56th percentile

5.7%

Faster asset growth than 56% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

66th percentile

19%

Faster revenue growth than 66% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Assets

Up

$1,570,581

Up $84,488 (+5.7%) from 2024

Liabilities

Down

$574,926

Down $90,280 (-14%) from 2024

Net Assets

Up

$995,655

Up $174,768 (+21%) from 2024

Revenue

Up

$1,282,435

Up $200,696 (+19%) from 2024

Expenses

Up

$1,116,926

Up $33,341 (+3.1%) from 2024

Net Income

Up

$165,509

Up $167,355 (+9066%) from 2024

Trend Graphs

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KAssets 2010: $172,354Liabilities 2010: $7,622Net Assets 2010: $164,7322010Assets 2011: $185,240Liabilities 2011: $7,471Net Assets 2011: $177,7692011Assets 2012: $169,159Liabilities 2012: $19,495Net Assets 2012: $149,6642012Assets 2013: $53,136Liabilities 2013: $26,505Net Assets 2013: $26,6312013Assets 2014: $48,416Liabilities 2014: $30,463Net Assets 2014: $17,9532014Assets 2015: $88,756Liabilities 2015: $92,072Net Assets 2015: -$3,3162015Assets 2016: $15,642Liabilities 2016: $57,952Net Assets 2016: -$42,3102016Assets 2017: $63,996Liabilities 2017: $153,850Net Assets 2017: -$89,8542017Assets 2018: $38,328Liabilities 2018: $79,309Net Assets 2018: -$40,9812018Assets 2019: $51,603Liabilities 2019: $95,062Net Assets 2019: -$43,4592019Assets 2020: $159,548Liabilities 2020: $153,331Net Assets 2020: $6,2172020Assets 2021: $1,209,907Liabilities 2021: $689,731Net Assets 2021: $520,1762021Assets 2022: $1,321,029Liabilities 2022: $672,314Net Assets 2022: $648,7152022Assets 2023: $1,509,203Liabilities 2023: $700,550Net Assets 2023: $808,6532023Assets 2024: $1,486,093Liabilities 2024: $665,206Net Assets 2024: $820,8872024Assets 2025: $1,570,581Liabilities 2025: $574,926Net Assets 2025: $995,6552025

Highlighted filing

2025

Assets$1,570,581
Liabilities$574,926
Net Assets$995,655

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $423,5812010Expenses 2011: $585,4382011Revenue 2012: $332,797Expenses 2012: $360,902Net Income 2012: -$28,1052012Expenses 2013: $745,3662013Revenue 2014: $560,402Expenses 2014: $569,080Net Income 2014: -$8,6782014Revenue 2015: $585,660Expenses 2015: $609,715Net Income 2015: -$24,0552015Revenue 2016: $594,324Expenses 2016: $633,318Net Income 2016: -$38,9942016Revenue 2017: $626,575Expenses 2017: $658,747Net Income 2017: -$32,1722017Revenue 2018: $660,186Expenses 2018: $624,702Net Income 2018: $35,4842018Revenue 2019: $563,201Expenses 2019: $565,679Net Income 2019: -$2,4782019Revenue 2020: $402,083Expenses 2020: $478,242Net Income 2020: -$76,1592020Revenue 2021: $1,064,407Expenses 2021: $602,897Net Income 2021: $461,5102021Revenue 2022: $1,019,462Expenses 2022: $876,771Net Income 2022: $142,6912022Revenue 2023: $1,222,570Expenses 2023: $1,069,041Net Income 2023: $153,5292023Revenue 2024: $1,081,739Expenses 2024: $1,083,585Net Income 2024: -$1,8462024Revenue 2025: $1,282,435Expenses 2025: $1,116,926Net Income 2025: $165,5092025

Highlighted filing

2025

Revenue$1,282,435
Expenses$1,116,926
Net Income$165,509

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.57$0.57$1.00$1.28$1.12$0.17
2024Detailed filing. Detailed filing data is available for this year.$1.49$0.67$0.82$1.08$1.08$0.00
2023Detailed filing. Detailed filing data is available for this year.$1.51$0.70$0.81$1.22$1.07$0.15
2022Detailed filing. Detailed filing data is available for this year.$1.32$0.67$0.65$1.02$0.88$0.14
2021Detailed filing. Detailed filing data is available for this year.$1.21$0.69$0.52$1.06$0.60$0.46
2020Detailed filing. Detailed filing data is available for this year.$0.16$0.15$0.01$0.40$0.48$0.08
2019Summary only. Only limited summary data is available for this year.$0.05$0.10$0.04$0.56$0.57$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.04$0.08$0.04$0.66$0.62$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.06$0.15$0.09$0.63$0.66$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.02$0.06$0.04$0.59$0.63$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.09$0.09$0.00$0.59$0.61$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.05$0.03$0.02$0.56$0.57$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.05$0.03$0.03$0.75
2012Summary only. Only limited summary data is available for this year.$0.17$0.02$0.15$0.33$0.36$0.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.19$0.01$0.18$0.59
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.17$0.01$0.16$0.42
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Aug 1, 2024 to Jul 31, 2025
Signed
Mar 9, 2026
Return Version
2024v5.2
Gross Receipts
$1,283,794
Mission and Program Overview

Mission

School to educate small children

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$887,787$858,432▼ $29,355
Cash and Non-Interest-Bearing Accounts$411,632$439,397▲ $27,765
Savings and Temporary Cash Investments$184,884$192,642▲ $7,758
Accounts Receivable-$78,140-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,486,093$1,570,581▲ $84,488
Other Assets Total$1,790$1,970▲ $180
Liabilities
Mortgage Notes Payable Secured by Investment Property$589,466$563,569▼ $25,897
Deferred Revenue$50,745$8,830▼ $41,915
Other Liabilities$24,995$2,527▼ $22,468
Total Liabilities$665,206$574,926▼ $90,280
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$820,887$995,655▲ $174,768
Total Net Assets Fund Balance$820,887$995,655▲ $174,768
Total Liabilities and Net Assets / Fund Balance$1,486,093$1,570,581▲ $84,488

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$759,472$98,041$857,513
Leasehold Improvements$50,418$22,928$73,346
Equipment$7,176$41,221$48,397
Land$40,000-$40,000
Other Land Buildings$1,366$4,579$5,945
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jared HolleyChairman
Brianna MaxwellVice Chair
Lauren GannDirector
Kirby ButlerEmeritus
Dustin DavisSecretary
Brett MilesTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,267,079
Investment Income
$12,065
Other Revenue
$3,291
Change in Net Assets
$165,509
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$788,612
Other Expenses$328,314
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$730,070--$730,070
Occupancy$80,263--$80,263
Payroll Taxes$58,542--$58,542
Insurance$39,338--$39,338
Depreciation Depletion$29,355--$29,355
Interest$23,429--$23,429
All Other Expenses$12,762$6,592-$19,354
Office Expenses-$10,414-$10,414
Fees for Services Accounting-$9,600-$9,600
Other Expenses$7,259--$7,259
Advertising-$6,311-$6,311
Fees for Services Legal-$2,230-$2,230
Total Functional Expenses$1,081,779$35,147$0$1,116,926
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$4,650
Fundraising Direct Expenses$1,359
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Other liabilities$2,527
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
No
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 B, Line 11B

Governing board reviews before filing form.

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

Regular meetings

Form 990, Part VI, Section C, Line 19

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
Oak Grove Montessori School Inc
EIN
75-3164848
Phone
7702140112
Address
180 Oakgrove Road, Carrollton, GA 30117

Signing Officer

Name
Jared Holley
Title
Chairman
Signed
2026-03-09
Discuss with paid preparer
Yes

Organization Details

Legal Domicile
Ga
Voting Board Members
6
Independent Board Members
0
Employees
55

Preparer

Firm
Joanie Lowe LLC
Address
214 Main ST, BREMEN, GA 30110
Preparer
Joanie Lowe
Phone
7705371110
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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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IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt058542
IRS990/PayrollTaxesGrp/TotalAmt058542
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0Tuition and fees
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01267079
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01267079
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt067263
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt018660
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0293982
IRS990/PYOtherRevenueAmt0279
IRS990/PYProgramServiceRevenueAmt0995537
IRS990/PYRevenuesLessExpensesAmt0-1846
IRS990/PYSalariesCompEmpBnftPaidAmt0789603
IRS990/PYTotalExpensesAmt01083585
IRS990/PYTotalRevenueAmt01081739
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0165509
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0184884
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0192642
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0759472
IRS990ScheduleD/BuildingsGrp/DepreciationAmt098041
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0857513
IRS990ScheduleD/EquipmentGrp/BookValueAmt07176
IRS990ScheduleD/EquipmentGrp/DepreciationAmt041221
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt048397
IRS990ScheduleD/LandGrp/BookValueAmt040000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt040000
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt050418
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt022928
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt073346
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt01366
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt04579
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt05945
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02527
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Other liabilities
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0858432
IRS990ScheduleD/TotalLiabilityAmt02527
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0true
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0The school states that it does not discriminate based on race, sex or national origin.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule E, Line 4 - Explanation of Records and Materials Not Maintained
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2Schedule E, Line 5 - Explanation of Organization Discrimination by Race
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Governing board reviews before filing form.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Regular meetings
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0GA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01486093
IRS990/TotalAssetsEOYAmt01570581
IRS990/TotalAssetsGrp/BOYAmt01486093
IRS990/TotalAssetsGrp/EOYAmt01570581
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt055
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt035147
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01081779
IRS990/TotalFunctionalExpensesGrp/TotalAmt01116926
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0665206
IRS990/TotalLiabilitiesEOYAmt0574926
IRS990/TotalLiabilitiesGrp/BOYAmt0665206
IRS990/TotalLiabilitiesGrp/EOYAmt0574926
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0820887
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0995655
IRS990/TotalProgramServiceExpensesAmt01081779
IRS990/TotalProgramServiceRevenueAmt01267079
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01279144
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01282435
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01486093
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01570581
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0180 Oakgrove Road
IRS990/USAddress/CityNm0Carrollton
IRS990/USAddress/StateAbbreviationCd0GA
IRS990/USAddress/ZIPCd030117
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0oakgrovemontessori.com
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jared Holley
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-03-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Oak Grove Montessori School Inc
ReturnHeader/Filer/BusinessNameControlTxt0OAKG
ReturnHeader/Filer/EIN0753164848
ReturnHeader/Filer/PhoneNum07702140112
ReturnHeader/Filer/USAddress/AddressLine1Txt0180 Oakgrove Road
ReturnHeader/Filer/USAddress/CityNm0Carrollton
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030117
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0470949225
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JOANIE LOWE LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0214 Main ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BREMEN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030110
ReturnHeader/PreparerPersonGrp/PhoneNum07705371110
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Joanie Lowe
ReturnHeader/ReturnTs02026-03-09T08:17:17-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-08-01
ReturnHeader/TaxPeriodEndDt02025-07-31

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