Civic Intelligence

Alyssum Montessori School Inc

990EZ • Fiscal year 2020 • EIN 82-2912677

Jul 01, 2019 to Jun 30, 2020 • Filed on Aug 26, 2021

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

84th percentile

0.32x

Higher debt load relative to assets than 84% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

83rd percentile

0.19x

Higher debt load relative to revenue than 83% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

31st percentile

-7.2%

Higher net margin than 31% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

88th percentile

$35,385

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 18.8% of source-year revenue.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

73rd percentile

31%

Faster asset growth than 73% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

58th percentile

-5.6%

Faster revenue growth than 58% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$109,738

Up $25,714 (+31%) from 2019

Net Assets

Down

$74,390

Down $7,566 (-9.2%) from 2019

Liabilities

Up

$35,348

Up $33,280 (+1609%) from 2019

Revenue

Down

$187,877

Down $11,130 (-5.6%) from 2019

Expenses

Up

$201,379

Up $34,834 (+21%) from 2019

Net Income

Down

-$13,502

Down $45,964 (-142%) from 2019

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

2020

Assets$109,738
Liabilities$35,348
Net Assets$74,390

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

2020

Revenue$187,877
Expenses$201,379
Net Income-$13,502
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Aug 26, 2021
Return Version
2019v5.0
Gross Receipts
$187,877
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 will serve 28 students during the 2019/2020 academic year. Please see Schedule O.$187,245-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Suzy UlmerChairmanFT$35,385-$35,385
Sara GensicTreasurerFT$30,038-$30,038
Nancy BradtmillerPresident-$0--
Charlene DelaneySecretary-$0--
Donna FulkersonDirector-$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
2021-08-26
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 $206

Other Expenses.1002

Office Expenses $4496

Other Expenses.1003

Information Technology $1287

Other Expenses.1005

Travel $32

Other Expenses.1007

Conferences, Conventions, and Meetings $6916

Other Expenses.1009

Depreciation $9875

Other Expenses.1

Program Materials & Events $15594

Other Assets.1003

Machinery and Equipment - Beginning $2973 Machinery and Equipment - Ending $3735

Other Assets.1005

Accounts Receivable - Beginning $4750 Accounts Receivable - Ending $9472

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $743 Accounts Payable and Accrued Expenses - Ending $9780

Total Liabilities.1003

Deferred Revenue - Beginning $0 Deferred Revenue - Ending $2268

Total Liabilities.1

PPP Loan - Beginning $0 PPP Loan - Ending $23300

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 2020 - 2021 school year, more than 75% 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 Appendix176 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Sara Gensic
IRS990EZ/BooksInCareOfDetail/PhoneNum02605644540
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0916 South Calhoun Street
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Fort Wayne
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd046802
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt055253
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt080084
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt019679
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-13502
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02769
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt088635
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0109738
IRS990EZ/FundraisingGrossIncomeAmt01033
IRS990EZ/GrossReceiptsAmt0187877
IRS990EZ/GroupExemptionNum06267
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt025659
IRS990EZ/LandAndBuildingsGrp/EOYAmt016447
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt087892
IRS990EZ/NetAssetsOrFundBalancesEOYAmt074390
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt087892
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt074390
IRS990EZ/OccupancyRentUtltsAndMaintAmt036381
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt050.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt150.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt030038
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt135385
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Sara Gensic
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Suzy Ulmer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Nancy Bradtmiller
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Charlene Delaney
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Donna Fulkerson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Laticia Bleck
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt07723
IRS990EZ/OtherAssetsTotalDetail/EOYAmt013207
IRS990EZ/OtherExpensesTotalAmt038406
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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/ProgramServiceRevenueAmt0167165
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Alyssum Montessori School will serve 28 students during the 2019/2020 academic year. Please see Schedule O.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0187245
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt0123823
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0true
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt01033
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IN
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0743
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt035348
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0201379
IRS990EZ/TotalProgramServiceExpensesAmt0187245
IRS990EZ/TotalRevenueAmt0187877
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.alyssummontessori.org
IRS990ScheduleA/SchoolInd0X
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/ExplanationTxt0Alyssum Montessori School has been Freeway Accredited through the state of Indiana since June 2018 which enables the school to receive income-based Indiana Choice Scholarships for students age 6-12 and Tax Credit Scholarships from the Scholarship Granting Organization to supplement tuition income. Our SGO is managed by IQE. Their goal is to improve the quality of education for K-12 students in Indiana and provide a statewide network advocating for policies that benefit children.
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
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc3Schedule E, Line 6 - Explanation of Aid or Assistance from Governmental Agency
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $206
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $4496
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Information Technology $1287
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Travel $32
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Conferences, Conventions, and Meetings $6916
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Depreciation $9875
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Program Materials & Events $15594
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Machinery and Equipment - Beginning $2973 Machinery and Equipment - Ending $3735
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Accounts Receivable - Beginning $4750 Accounts Receivable - Ending $9472
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Accounts Payable and Accrued Expenses - Beginning $743 Accounts Payable and Accrued Expenses - Ending $9780
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Deferred Revenue - Beginning $0 Deferred Revenue - Ending $2268
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11PPP Loan - Beginning $0 PPP Loan - Ending $23300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12The 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 2020 - 2021 school year, more than 75% 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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
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.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Assets.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Total Liabilities.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Total Liabilities.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Total Liabilities.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Part III, Program Service Activities (continued):
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Suzy Ulmer
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-08-26
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/ReturnTs02021-08-26T05:42:05-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings