Civic Intelligence

Bay Grove Montessori School

EIN 82-4183910 • 501(c)3 • Freeport, FL

Profile

To operate an independent, nonprofit, nonsectarian school for children, embodying and exemplifying the montessori teaching method.

75 Bay Grove BlvdFreeport, FL 32439

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

17th percentile

-37%

Higher net margin than 17% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

19th percentile

-47%

Faster revenue growth than 19% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $44,890 (-100%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$0

Down $43,379 (-100%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin17th percentile

Revenue

Down

$117,650

Down $104,590 (-47%) from 2023

Expenses

Down

$161,029

Down $89,753 (-36%) from 2023

Net Income

Down

-$43,379

Down $14,837 (-52%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth10th percentile

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

$80K$60K$40K$20K$0Assets 2018: $28,807Liabilities 2018: $3,000Net Assets 2018: $25,8072018Assets 2019: $51,478Liabilities 2019: $2,989Net Assets 2019: $48,4892019Assets 2020: $58,404Liabilities 2020: $1,510Net Assets 2020: $56,8942020Assets 2021: $57,058Liabilities 2021: $17,147Net Assets 2021: $39,9112021Assets 2022: $77,367Liabilities 2022: $5,446Net Assets 2022: $71,9212022Assets 2023: $44,890Liabilities 2023: $1,511Net Assets 2023: $43,3792023Assets 2024: $0Net Assets 2024: $02024

Highlighted filing

2024

Assets$0
Liabilities-
Net Assets$0
Open 2024 Filing

Operations Trend

Revenue Growth19th percentile

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

$300K$200K$100K$0-$100KRevenue 2018: $86,804Expenses 2018: $60,997Net Income 2018: $25,8072018Revenue 2019: $163,291Expenses 2019: $140,696Net Income 2019: $22,5952019Revenue 2020: $132,122Expenses 2020: $139,339Net Income 2020: -$7,2172020Revenue 2021: $168,859Expenses 2021: $185,842Net Income 2021: -$16,9832021Revenue 2022: $239,626Expenses 2022: $207,616Net Income 2022: $32,0102022Revenue 2023: $222,240Expenses 2023: $250,782Net Income 2023: -$28,5422023Revenue 2024: $117,650Expenses 2024: $161,029Net Income 2024: -$43,3792024

Highlighted filing

2024

Revenue$117,650
Expenses$161,029
Net Income-$43,379
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$0
Liabilities
-
Net assets
$0
Revenue
$117,650
Expenses
$161,029
Net income
-$43,379
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$1.18$1.61$0.43
2023Detailed filing. Detailed filing data is available for this year.$0.45$0.02$0.43$2.22$2.51$0.29
2022Detailed filing. Detailed filing data is available for this year.$0.77$0.05$0.72$2.40$2.08$0.32
2021Detailed filing. Detailed filing data is available for this year.$0.57$0.17$0.40$1.69$1.86$0.17
2020Detailed filing. Detailed filing data is available for this year.$0.58$0.02$0.57$1.32$1.39$0.07
2019Detailed filing. Detailed filing data is available for this year.$0.51$0.03$0.48$1.63$1.41$0.23
2018Detailed filing. Detailed filing data is available for this year.$0.29$0.03$0.26$0.87$0.61$0.26
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 23, 2025
Return Version
2024v5.1
Gross Receipts
$124,743
Mission and Program Overview

Mission

To operate an independent, nonprofit, nonsectarian school for children, embodying and exemplifying the montessori teaching method.

Program Services

DescriptionGrantsExpenses
PROVIDED MONTESSORI EDUCATION FOR STUDENTS AGES 3-9-$160,863
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Leslie GarciaVice PresidentFT$0--
Kimberly ClausonPresident-$0--
Seth TaftTreasurer-$0--
Kate Bertelli-WininskiSecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Bay Grove Montessori School
EIN
82-4183910
Phone
8508357050
Address
75 Bay Grove Blvd, Freeport, FL 32439

Signing Officer

Name
Leslie Garcia
Title
Vice President
Signed
2025-04-23
Discuss with paid preparer
Yes

Preparer

Firm
Howell CPA Group
Address
408 W Baldwin Rd, Panama City, FL 32405
Preparer
Eric O Howell CPA
Phone
8502153093
Supplemental Narrative

Additional Explanations

Other Expenses.1009

“Depreciation $635”

Other Expenses.1012

“Insurance $5225”

Other Expenses.1

“Operations Expense $8581”

Other Expenses.2

“Donations $5598”

Other Expenses.3

“Equipment Rental $1625”

Other Expenses.4

“Registration Fees $166”

Other Assets.1002

“Furniture and Fixtures - Beginning $7728 Furniture and Fixtures - Ending $0”

Total Liabilities.1006

“Payable to Officers, Directors, Etc. - Beginning $1511 Payable to Officers, Directors, Etc. - Ending $0”

Raw XML Appendix161 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum08508357050
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Freeport
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd032439
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IRS990EZ/ExcessOrDeficitForYearAmt0-43379
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt09486
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/FinalReturnInd0X
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt00
IRS990EZ/FundraisingGrossIncomeAmt00
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IRS990EZ/GrossReceiptsAmt0124743
IRS990EZ/InfoInScheduleOPartIIInd0X
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IRS990EZ/LobbyingActivitiesInd0false
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IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt043379
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt043379
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt00
IRS990EZ/OccupancyRentUtltsAndMaintAmt017333
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt050.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Seth Taft
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Kate Bertelli-Wininski
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0true
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt07728
IRS990EZ/OtherExpensesTotalAmt021830
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO OPERATE AN INDEPENDENT, NONPROFIT, NONSECTARIAN SCHOOL FOR CHILDREN, EMBODYING AND EXEMPLIFYING THE MONTESSORI TEACHING METHOD.
IRS990EZ/ProgramServiceRevenueAmt0118484
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED MONTESSORI EDUCATION FOR STUDENTS AGES 3-9
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0160863
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt0112380
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0true
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01511
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0161029
IRS990EZ/TotalProgramServiceExpensesAmt0160863
IRS990EZ/TotalRevenueAmt0117650
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
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
IRS990ScheduleN/AssetsDistributedInd0true
IRS990ScheduleN/AttorneyGeneralNotifiedInd0false
IRS990ScheduleN/BondLiabilitiesDischargedInd0false
IRS990ScheduleN/BondsOutstandingInd0false
IRS990ScheduleN/DirectorOfSuccessorInd0false
IRS990ScheduleN/EmployeeOfSuccessorInd0false
IRS990ScheduleN/LiabilitiesPaidInd0true
IRS990ScheduleN/OwnerOfSuccessorInd0false
IRS990ScheduleN/ReceiveCompensationInd0false
IRS990ScheduleN/RequiredToNotifyAGInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Depreciation $635
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $5225
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Operations Expense $8581
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Donations $5598
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Equipment Rental $1625
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Registration Fees $166
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Furniture and Fixtures - Beginning $7728 Furniture and Fixtures - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Payable to Officers, Directors, Etc. - Beginning $1511 Payable to Officers, Directors, Etc. - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Assets.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Total Liabilities.1006
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Leslie Garcia
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Bay Grove Montessori School
ReturnHeader/Filer/BusinessNameControlTxt0BAYG
ReturnHeader/Filer/EIN0824183910
ReturnHeader/Filer/PhoneNum08508357050
ReturnHeader/Filer/USAddress/AddressLine1Txt075 Bay Grove Blvd
ReturnHeader/Filer/USAddress/CityNm0Freeport
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032439
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0464415672
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Howell CPA Group
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0408 W Baldwin Rd
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032405
ReturnHeader/PreparerPersonGrp/PhoneNum08502153093
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Eric O Howell CPA
ReturnHeader/ReturnTs02025-04-23T13:39:22-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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