Civic Intelligence

Alyssum Montessori School Inc

990EZ • Fiscal year 2019 • EIN 82-2912677

Jul 01, 2018 to Jun 30, 2019 • Filed on May 08, 2020

916 South Calhoun StreetFort Wayne, IN 46802

(260) 564-4540

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

69th percentile

0.02x

Higher debt load relative to assets than 69% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

65th percentile

0.01x

Higher debt load relative to revenue than 65% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

72nd percentile

16%

Higher net margin than 72% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

88th percentile

$35,385

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 17.8% of source-year revenue.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

21st percentile

-19%

Faster asset growth than 21% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

52nd percentile

2.1%

Faster revenue growth than 52% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$84,024

Down $19,552 (-19%) from 2018

Net Assets

$81,956

No earlier filing loaded for comparison.

Liabilities

Up

$2,068

Up $563 (+37%) from 2018

Revenue

Up

$199,007

Up $4,175 (+2.1%) from 2018

Expenses

Up

$166,545

Up $64,311 (+63%) from 2018

Net Income

Down

$32,462

Down $60,136 (-65%) from 2018

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300K$200K$100K$0Assets 2017: $800Liabilities 2017: $02017Assets 2018: $103,576Liabilities 2018: $1,5052018Assets 2019: $84,024Liabilities 2019: $2,068Net Assets 2019: $81,9562019Assets 2020: $109,738Liabilities 2020: $35,348Net Assets 2020: $74,3902020Assets 2021: $71,018Liabilities 2021: $30,476Net Assets 2021: $40,5422021Assets 2022: $86,837Liabilities 2022: $17,173Net Assets 2022: $69,6642022Assets 2023: $103,956Liabilities 2023: $23,719Net Assets 2023: $80,2372023Assets 2024: $81,326Liabilities 2024: $19,679Net Assets 2024: $61,6472024Assets 2025: $224,397Liabilities 2025: $153,505Net Assets 2025: $70,8922025

Highlighted filing

2019

Assets$84,024
Liabilities$2,068
Net Assets$81,956

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KRevenue 2017: $800Expenses 2017: $0Net Income 2017: $8002017Revenue 2018: $194,832Expenses 2018: $102,234Net Income 2018: $92,5982018Revenue 2019: $199,007Expenses 2019: $166,545Net Income 2019: $32,4622019Revenue 2020: $187,877Expenses 2020: $201,379Net Income 2020: -$13,5022020Revenue 2021: $197,560Expenses 2021: $230,952Net Income 2021: -$33,3922021Revenue 2022: $320,075Expenses 2022: $306,018Net Income 2022: $14,0572022Revenue 2023: $367,656Expenses 2023: $357,083Net Income 2023: $10,5732023Revenue 2024: $409,573Expenses 2024: $426,859Net Income 2024: -$17,2862024Revenue 2025: $481,856Expenses 2025: $482,794Net Income 2025: -$9382025

Highlighted filing

2019

Revenue$199,007
Expenses$166,545
Net Income$32,462
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
May 8, 2020
Return Version
2018v3.1
Gross Receipts
$199,007
Mission and Program Overview

Mission

Our mission is to nurture and support young, curious minds to explore their world in a way that feels authentic to the learner.

Program Services

DescriptionGrantsExpenses
Alyssum Montessori School served 28 students during the 2019/2020 academic year. Please see Schedule O.$166,316-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Suzy UlmerChairmanFT$35,385-$35,385
Sara GensicTreasurerFT$30,038-$30,038
Nancy BradtmillerPresident-$0--
Laura PoundsSecretary-$0--
Donna FulkersonTrustee-$0--
Laticia BleckDirector-$0--
Filing and Contact Details

Filer

Filer Name
Alyssum Montessori School Inc
EIN
82-2912677
Phone
2605644540
Address
916 South Calhoun Street, Fort Wayne, IN 46802

Signing Officer

Name
Suzy Ulmer
Title
Chairman
Signed
2020-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Targeted Services PC
Address
709 Clay Street Suite 102, Fort Wayne, IN 46802
Preparer
Patricia Oppor
Phone
2602033121
Supplemental Narrative

Additional Explanations

Other Expenses.1001

Advertising and Promotion $306

Other Expenses.1002

Office Expenses $6365

Other Expenses.1003

Information Technology $1100

Other Expenses.1005

Travel $36

Other Expenses.1007

Conferences, Conventions, and Meetings $292

Other Expenses.1009

Depreciation $6874

Other Expenses.1

Educational Materials $26648

Other Assets.1005

Accounts Receivable - Beginning $310 Accounts Receivable - Ending $3513

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $1325 Accounts Payable and Accrued Expenses - Ending $2068

Part III, Program Service Activities (continued):

The belief that education is one avenue to a more equitable world is the cornerstone of all Wildflower Schools, including Alyssum Montessori School. At Alyssum, we offer quality education in visible, diverse, teacher-led microschools to families regardless of financial means. For the 2019 - 2020 school year, more than 50% of Alyssum students qualified for free or reduced lunch. We embrace Nine Principles that define all Wildflower Schools: a school visible to the community, a home-school connection, a mission to address equity and social justice, a belief that Montessori is a tested pedagogy where observation in the classroom supports innovation and best practices, where learning takes place in a beautiful environment, and teachers with training and experience lead their schools in a supportive network.

Raw XML Appendix174 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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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Fort Wayne
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Nancy Bradtmiller
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Suzy Ulmer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Sara Gensic
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Laura Pounds
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Donna Fulkerson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Laticia Bleck
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OperateHospitalInd0false
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IRS990EZ/OtherAssetsTotalDetail/BOYAmt0310
IRS990EZ/OtherAssetsTotalDetail/EOYAmt03513
IRS990EZ/OtherChangesInNetAssetsAmt08673
IRS990EZ/OtherExpensesTotalAmt041621
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IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Our mission is to nurture and support young, curious minds to explore their world in a way that feels authentic to the learner.
IRS990EZ/ProgramServiceRevenueAmt0120020
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Alyssum Montessori School served 28 students during the 2019/2020 academic year. Please see Schedule O.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0166316
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt097266
IRS990EZ/SchoolOperatingInd0true
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IRS990ScheduleA/SchoolInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
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IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0true
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
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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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $306
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $6365
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Information Technology $1100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Travel $36
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Conferences, Conventions, and Meetings $292
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Depreciation $6874
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Educational Materials $26648
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Accounts Receivable - Beginning $310 Accounts Receivable - Ending $3513
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Accounts Payable and Accrued Expenses - Beginning $1325 Accounts Payable and Accrued Expenses - Ending $2068
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9The belief that education is one avenue to a more equitable world is the cornerstone of all Wildflower Schools, including Alyssum Montessori School. At Alyssum, we offer quality education in visible, diverse, teacher-led microschools to families regardless of financial means. For the 2019 - 2020 school year, more than 50% of Alyssum students qualified for free or reduced lunch. We embrace Nine Principles that define all Wildflower Schools: a school visible to the community, a home-school connection, a mission to address equity and social justice, a belief that Montessori is a tested pedagogy where observation in the classroom supports innovation and best practices, where learning takes place in a beautiful environment, and teachers with training and experience lead their schools in a supportive network.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Assets.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Total Liabilities.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Part III, Program Service Activities (continued):
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Suzy Ulmer
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Alyssum Montessori School Inc
ReturnHeader/Filer/BusinessNameControlTxt0ALYS
ReturnHeader/Filer/EIN0822912677
ReturnHeader/Filer/PhoneNum02605644540
ReturnHeader/Filer/USAddress/AddressLine1Txt0916 South Calhoun Street
ReturnHeader/Filer/USAddress/CityNm0Fort Wayne
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046802
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0010727068
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Targeted Services PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0709 Clay Street Suite 102
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Fort Wayne
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046802
ReturnHeader/PreparerPersonGrp/PhoneNum02602033121
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Patricia Oppor
ReturnHeader/ReturnTs02020-05-08T05:43:29-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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