Civic Intelligence

Zinnia Montessori School Inc

EIN 82-1905465 • 501(c)3 • Haverhill, MA

Profile

The Organization offers a holistic approach to the development of young children by nurturing body, mind, and spirit in a joy-filled classroom to promote a lifelong love of learning.

75 Foundation AveHaverhill, MA 01835

www.birchtreemontessori.org

Siviq Scores

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

Liabilities / Assets

90th percentile

0.67x

Higher debt load relative to assets than 90% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

89th percentile

0.30x

Higher debt load relative to revenue than 89% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

41st percentile

-1.7%

Higher net margin than 41% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

98th percentile

$109,630

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 22.1% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

35th percentile

-15%

Faster asset growth than 35% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

66th percentile

12%

Faster revenue growth than 66% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets90th percentile

Assets

Down

$223,880

Down $39,966 (-15%) from 2024

Liabilities

Down

$149,418

Down $31,456 (-17%) from 2024

Net Assets

Down

$74,462

Down $8,510 (-10%) from 2024

Operations
Liabilities / Revenue89th percentileNet Margin41st percentile

Revenue

Up

$496,936

Up $52,199 (+12%) from 2024

Expenses

Up

$505,446

Up $40,617 (+8.7%) from 2024

Net Income

Up

-$8,510

Up $11,582 (+58%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth35th percentile

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

$300K$200K$100K$0-$100KAssets 2018: $57,196Liabilities 2018: $63,682Net Assets 2018: -$6,4862018Assets 2019: $65,444Liabilities 2019: $29,090Net Assets 2019: $36,3542019Assets 2020: $54,418Liabilities 2020: $50,403Net Assets 2020: $4,0152020Assets 2021: $71,178Liabilities 2021: $12,366Net Assets 2021: $58,8122021Assets 2022: $103,203Liabilities 2022: $37,602Net Assets 2022: $65,6012022Assets 2023: $162,843Liabilities 2023: $59,779Net Assets 2023: $103,0642023Assets 2024: $263,846Liabilities 2024: $180,874Net Assets 2024: $82,9722024Assets 2025: $223,880Liabilities 2025: $149,418Net Assets 2025: $74,4622025

Highlighted filing

2025

Assets$223,880
Liabilities$149,418
Net Assets$74,462
Open 2025 Filing

Operations Trend

Revenue Growth66th percentile

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

$600K$400K$200K$0-$200KRevenue 2018: $166,917Expenses 2018: $173,403Net Income 2018: -$6,4862018Revenue 2019: $241,233Expenses 2019: $198,393Net Income 2019: $42,8402019Revenue 2020: $191,971Expenses 2020: $224,310Net Income 2020: -$32,3392020Revenue 2021: $295,956Expenses 2021: $241,159Net Income 2021: $54,7972021Revenue 2022: $326,399Expenses 2022: $319,610Net Income 2022: $6,7892022Revenue 2023: $421,313Expenses 2023: $383,850Net Income 2023: $37,4632023Revenue 2024: $444,737Expenses 2024: $464,829Net Income 2024: -$20,0922024Revenue 2025: $496,936Expenses 2025: $505,446Net Income 2025: -$8,5102025

Highlighted filing

2025

Revenue$496,936
Expenses$505,446
Net Income-$8,510
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$223,880
Liabilities
$149,418
Net assets
$74,462
Revenue
$496,936
Expenses
$505,446
Net income
-$8,510
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.24$1.49$0.74$4.97$5.05$0.09
2024Detailed filing. Detailed filing data is available for this year.$2.64$1.81$0.83$4.45$4.65$0.20
2023Detailed filing. Detailed filing data is available for this year.$1.63$0.60$1.03$4.21$3.84$0.37
2022Detailed filing. Detailed filing data is available for this year.$1.03$0.38$0.66$3.26$3.20$0.07
2021Detailed filing. Detailed filing data is available for this year.$0.71$0.12$0.59$2.96$2.41$0.55
2020Detailed filing. Detailed filing data is available for this year.$0.54$0.50$0.04$1.92$2.24$0.32
2019Detailed filing. Detailed filing data is available for this year.$0.65$0.29$0.36$2.41$1.98$0.43
2018Detailed filing. Detailed filing data is available for this year.$0.57$0.64$0.06$1.67$1.73$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 23, 2025
Return Version
2024v5.2
Gross Receipts
$496,936
Mission and Program Overview

Mission

Offering a holistic approach of the development of young children by nurturing body, mind, and spirit and promote a lifelong love of learing.

The Organization offers a holistic approach to the development of young children by nurturing body, mind, and spirit in a joy-filled classroom to promote a lifelong love of learning.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$102,458$85,900▼ $16,558
Land, Buildings, and Equipment, Net$7,300$6,700▼ $600
Prepaid Expenses and Deferred Charges$0$2,800▲ $2,800
Accounts Receivable$0$1,655▲ $1,655
Total Assets$263,846$223,880▼ $39,966
Other Assets Total$154,088$126,825▼ $27,263
Liabilities
Other Liabilities$151,388$125,225▼ $26,163
Deferred Revenue$26,989$21,495▼ $5,494
Accounts Payable and Accrued Expenses$2,497$2,698▲ $201
Total Liabilities$180,874$149,418▼ $31,456
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$82,972$74,462▼ $8,510
Total Net Assets Fund Balance$82,972$74,462▼ $8,510
Total Liabilities and Net Assets / Fund Balance$263,846$223,880▼ $39,966

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$6,700$2,300$9,000
Land$0--
Other Assets Org$124,025--
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Alison EvansPresidentFT$93,634$15,996$109,630

Board Members and Trustees

NameTitle
Helen MurphyDirector
Ellen MedvitzSecretary
Micki SausenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$78,198
Program Service Revenue
$418,738
Investment Income
$0
Other Revenue
$0
All Other Contributions
$5,361
Change in Net Assets
$-8,510
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$361,651
Other Expenses$143,795
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$183,857$0$0$183,857
Current Officers, Directors, Trustees, and Key Employees$36,487$108,206$0$144,693
Fees for Services Other$43,991$5,712$0$49,703
Occupancy$36,215$6,391$0$42,606
Payroll Taxes$17,628$7,699$0$25,327
Office Expenses$0$16,107$0$16,107
Pension Plan Contributions$6,346$0$0$6,346
Insurance$4,183$1,827$0$6,010
Advertising$0$2,709$0$2,709
Conferences and Meetings$1,978$0$0$1,978
Fees for Services Accounting$0$1,570$0$1,570
Other Employee Benefits$1,337$91$0$1,428
Depreciation Depletion$418$182$0$600
Other Expenses$0$198$0$198
Total Functional Expenses$352,468$152,978$0$505,446
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
Lease liability$125,225
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
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
Zinnia Montessori School Inc
EIN
82-1905465
Phone
9782380955
Address
75 Foundation Ave, Haverhill, MA 01835
Doing Business As
dba Birch Tree Montessori School

Signing Officer

Name
Alison Evans
Title
President
Phone
9782380955
Signed
2025-10-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Alison Evans
Formed
2017
Legal Domicile
Ma
Voting Board Members
4
Independent Board Members
3
Employees
10
Volunteers
0

Preparer

Firm
Fritz Deguglielmo LLC
Address
8 ESSEX STREET, NEWBURYPORT, MA 01950
Preparer
Daniel E Schaffner CPA
Phone
9784622161
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“The Executive Director reviews the form 990 and compares it to the financial statements. The board then reviews and approves the form 990.”

Pt VI, Line 12C

“Compliance with the conflict of interest policy is monitored by board members being required to review the policy and their interests on an annual basis and signing off that there is no conflict”

Pt VI, Line 15A

“Board of Director members review and approve the compensation for the executive director and other directors. The review and approval process is included as part of the budgeting process for the Organization and requires to be voted upon by the board.”

Pt VI, Line 15B

“Board of Director members review and approve the compensation for the other directors and key employees. The review and approval process is included as part of the budgeting process for the Organization and requires to be voted upon by the board.”

Financial Statement Notes

Pt X, Line 2

“The Organization has adopted the application of the provisions of FASB ASC 740-10 (formerly FASB Interpretation No. 48, Accounting For Uncertainty in Income Taxes). The primary tax positions made by the Organization are the existence/non-existence of Unrelated Business Income Tax and the Organizations status as an exempt organization under Section 501(c)(3) of the Internal Revenue Code. The Organization currently evaluates all tax positions and makes determinations regarding the likelihood of those positions being upheld under review. For the year presented, and as a result of adoption, the Organization has not recognized any tax benefits or loss contingencies for uncertain tax positions based on its evaluations. The Organizations Form 990, Return of Organization Exempt from Income Tax, are subject to examination by the IRS, generally for 3 years after it is filed.”

Raw XML Appendix391 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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IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt00
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IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt02300
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt09000
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt02800
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1124025
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Security Deposit
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1Right-of-use leased assets
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0125225
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Lease liability
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Organization has adopted the application of the provisions of FASB ASC 740-10 (formerly FASB Interpretation No. 48, Accounting For Uncertainty in Income Taxes). The primary tax positions made by the Organization are the existence/non-existence of Unrelated Business Income Tax and the Organizations status as an exempt organization under Section 501(c)(3) of the Internal Revenue Code. The Organization currently evaluates all tax positions and makes determinations regarding the likelihood of those positions being upheld under review. For the year presented, and as a result of adoption, the Organization has not recognized any tax benefits or loss contingencies for uncertain tax positions based on its evaluations. The Organizations Form 990, Return of Organization Exempt from Income Tax, are subject to examination by the IRS, generally for 3 years after it is filed.
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IRS990ScheduleD/TotalBookValueOtherAssetsAmt0126825
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IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
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IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
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IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
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IRS990ScheduleE/MaintainScholarshipsRecsInd0true
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IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0The Organization admits students of any race, color, national and ethnic origin to all the rights, privileges, programs and activitities generally accorded or made available to students at the school. It does not discriminate on the basis of race, color, National and ethnic origin in administration of its educational policies, admission policies, scholarship and loan programs, and athletic and other school administered programs. Published in the Haverhill Gazette on July 19, 2018. Our non-discrimination statement is available on every page of the birchtreemontessori.org website and all of our brochures.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Line 3
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Executive Director reviews the form 990 and compares it to the financial statements. The board then reviews and approves the form 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Compliance with the conflict of interest policy is monitored by board members being required to review the policy and their interests on an annual basis and signing off that there is no conflict
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Board of Director members review and approve the compensation for the executive director and other directors. The review and approval process is included as part of the budgeting process for the Organization and requires to be voted upon by the board.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Board of Director members review and approve the compensation for the other directors and key employees. The review and approval process is included as part of the budgeting process for the Organization and requires to be voted upon by the board.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 15b
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0352468
IRS990/TotalFunctionalExpensesGrp/TotalAmt0505446
IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesEOYAmt0149418
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IRS990/TotalLiabilitiesGrp/EOYAmt0149418
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt074462
IRS990/TotalOtherCompensationAmt015996
IRS990/TotalProgramServiceExpensesAmt0352468
IRS990/TotalProgramServiceRevenueAmt0418738
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IRS990/USAddress/CityNm0Haverhill
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd001835
IRS990/VotingMembersGoverningBodyCnt04
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IRS990/WebsiteAddressTxt0www.birchtreemontessori.org
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Alison Evans
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum09782380955
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Zinnia Montessori School Inc
ReturnHeader/Filer/BusinessNameControlTxt0ZINN
ReturnHeader/Filer/EIN0821905465
ReturnHeader/Filer/PhoneNum09782380955
ReturnHeader/Filer/USAddress/AddressLine1Txt075 Foundation Ave
ReturnHeader/Filer/USAddress/CityNm0Haverhill
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001835
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043447507
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FRITZ DEGUGLIELMO LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08 ESSEX STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEWBURYPORT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001950
ReturnHeader/PreparerPersonGrp/PhoneNum09784622161
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Daniel E Schaffner CPA
ReturnHeader/ReturnTs02025-11-06T15:16:09-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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