Civic Intelligence

Great River Montessori Inc.

990EZ • Fiscal year 2020 • EIN 83-3377743

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 15, 2020

Organization ProfileGREATRIVERMONTESSORI.COM
N5560 County Rd Zm Ste 4Onalaska, WI 54650

(608) 317-8157

Siviq Scores

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

Liabilities / Assets

93rd percentile

0.72x

Higher debt load relative to assets than 93% of similar nonprofits.

2020 filings • NTEE B • <$500k nonprofits • Source year 2020

Liabilities / Revenue

95th percentile

0.85x

Higher debt load relative to revenue than 95% of similar nonprofits.

2020 filings • NTEE B • <$500k nonprofits • Source year 2020

Net Margin

77th percentile

33%

Higher net margin than 77% of similar nonprofits.

2020 filings • NTEE B • <$500k nonprofits • Source year 2020

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

2020 filings • NTEE B • <$500k nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / Assets93rd percentile

Assets

$154,891

No earlier filing loaded for comparison.

Net Assets

$43,779

No earlier filing loaded for comparison.

Liabilities

$111,112

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue95th percentileNet Margin77th percentile

Revenue

$131,156

No earlier filing loaded for comparison.

Expenses

$87,377

No earlier filing loaded for comparison.

Net Income

$43,779

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$200K$150K$100K$50K$0Assets 2020: $154,891Liabilities 2020: $111,112Net Assets 2020: $43,7792020Assets 2022: $193,930Liabilities 2022: $50,713Net Assets 2022: $143,2172022Assets 2023: $181,954Liabilities 2023: $19,226Net Assets 2023: $162,7282023Assets 2024: $151,165Liabilities 2024: $5,164Net Assets 2024: $146,0012024

Highlighted filing

2020

Assets$154,891
Liabilities$111,112
Net Assets$43,779
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400K$300K$200K$100K$0-$100KRevenue 2020: $131,156Expenses 2020: $87,377Net Income 2020: $43,7792020Revenue 2022: $272,408Expenses 2022: $227,138Net Income 2022: $45,2702022Revenue 2023: $322,872Expenses 2023: $303,361Net Income 2023: $19,5112023Revenue 2024: $327,523Expenses 2024: $344,250Net Income 2024: -$16,7272024

Highlighted filing

2020

Revenue$131,156
Expenses$87,377
Net Income$43,779
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 15, 2020
Return Version
2019v5.1
Gross Receipts
$131,156
Mission and Program Overview

Mission

Great river montessori is a montessori school providing high-quality education for students in 3-year-old preschool through 6th grade.

Montessori education age 3 to grade 6

Program Services

DescriptionGrantsExpenses
GREAT RIVER MONTESSORI IS A MONTESSORI SCHOOL PROVIDING HIGH-QUALITY EDUCATION FOR STUDENTS IN 3-YEAR-OLD PRESCHOOL THROUGH 6TH GRADE.--
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALEXA QUAMBoard President Co-FounderFT$0--
SAMANTHA JENSONSecretary Co-FounderFT$0--
JESSICA JAEGERTreasurer-$0--
TYLER CHURCHVice President-$0--
Filing and Contact Details

Filer

Filer Name
Great River Montessori Inc
EIN
83-3377743
Address
N5560 COUNTY RD ZM STE 4, ONALASKA, WI 54650

Signing Officer

Name
Samantha Jenson
Title
Secretary Co-f
Phone
6083178157
Signed
2020-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Becker Tax & Bookkeeping LLC
Address
412 2ND AVE S, ONALASKA, WI 54650
Preparer
Annie Jepson
Phone
6087836183
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description amountdepreciation from 4562 10,426insurance 2,035online subscriptions 3,165marketing 2,521field trips 809miscellaneous 2,322interest citizens bank 2,388interest firefighters cu 2,323interest landlord loan 419payroll taxes 833bank fee 750registration fees/btr/irs/dfi 695supplies 1,815”

Description of other assets Part II line 24

“Category beginning of year end of yearsecurity deposit 0 2,000lshld imp 89723 - 4486 0 85,237computer 2340 - 468 0 1,872furn fix 38294-5472 0 32,822”

Description of total liabilities Part II line 26

“Category beginning of year end of yearppp loan & eidl loan 0 8,752loan from founders 0 23,720loan payable citizens 0 37,577loan payable firefighters 0 34,229loan payable landlord 0 6,834”

Raw XML Appendix162 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/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0SAMANTHA JENSON
IRS990EZ/BooksInCareOfDetail/PhoneNum06083178157
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0N16718 SKUNK COULEE RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0GALESVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd054630
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt00
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt032960
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt035036
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt043779
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt04058
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0154891
IRS990EZ/FundraisingGrossIncomeAmt01229
IRS990EZ/GrossReceiptsAmt0131156
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitialReturnInd0X
IRS990EZ/InvestmentIncomeAmt091
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesEOYAmt043779
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt043779
IRS990EZ/OccupancyRentUtltsAndMaintAmt027745
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt140.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ALEXA QUAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SAMANTHA JENSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JESSICA JAEGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TYLER CHURCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0BOARD PRESIDENT CO-FOUNDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY CO-FOUNDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0121931
IRS990EZ/OtherExpensesTotalAmt030501
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0MONTESSORI EDUCATION AGE 3 TO GRADE 6
IRS990EZ/ProgramServiceRevenueAmt094800
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0GREAT RIVER MONTESSORI IS A MONTESSORI SCHOOL PROVIDING HIGH-QUALITY EDUCATION FOR STUDENTS IN 3-YEAR-OLD PRESCHOOL THROUGH 6TH GRADE.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt025073
IRS990EZ/SchoolOperatingInd0true
IRS990EZ/SpecialEventsNetIncomeLossAmt01229
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0111112
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt087377
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt0131156
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0GREATRIVERMONTESSORI.COM
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
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0false
IRS990ScheduleE/MaintainScholarshipsRecsInd0false
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0RACIAL BACKGROUND IS NOT ASKED ON ANY OF THE SCHOOLS APPLICATIONS; STUDENT, STAFF, ETC. NO SCHOLARSHIPS OR OTHER FINANCIAL ASSISTANCE IS OFFERED/AWARDED.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1THE RACIALLY NONDISCRIMINATORY POLICY IS STATED IN THE SCHOOLS BROCHURES HANDED OUT DURING REGISTRATION, IN THE SCHOOLS HANDBOOK GIVEN TO ALL ENROLLED FAMILIES, AND ON THE SCHOOLS WEBSITE THAT ALL INTERESTED FAMILIES CAN VIEW.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Record maintenances (Questions 4a, 4b, 4c or 4d)
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of nondiscriminatory policy (Question 3)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTDEPRECIATION FROM 4562 10,426INSURANCE 2,035ONLINE SUBSCRIPTIONS 3,165MARKETING 2,521FIELD TRIPS 809MISCELLANEOUS 2,322INTEREST CITIZENS BANK 2,388INTEREST FIREFIGHTERS CU 2,323INTEREST LANDLORD LOAN 419PAYROLL TAXES 833BANK FEE 750REGISTRATION FEES/BTR/IRS/DFI 695SUPPLIES 1,815
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CATEGORY BEGINNING OF YEAR END OF YEARSECURITY DEPOSIT 0 2,000LSHLD IMP 89723 - 4486 0 85,237COMPUTER 2340 - 468 0 1,872FURN FIX 38294-5472 0 32,822
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CATEGORY BEGINNING OF YEAR END OF YEARPPP LOAN & EIDL LOAN 0 8,752LOAN FROM FOUNDERS 0 23,720LOAN PAYABLE CITIZENS 0 37,577LOAN PAYABLE FIREFIGHTERS 0 34,229LOAN PAYABLE LANDLORD 0 6,834
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other assets Part II line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of total liabilities Part II line 26
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SAMANTHA JENSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY CO-F
ReturnHeader/BusinessOfficerGrp/PhoneNum06083178157
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GREAT RIVER MONTESSORI INC
ReturnHeader/Filer/BusinessNameControlTxt0GREA
ReturnHeader/Filer/EIN0833377743
ReturnHeader/Filer/USAddress/AddressLine1Txt0N5560 COUNTY RD ZM STE 4
ReturnHeader/Filer/USAddress/CityNm0ONALASKA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd054650
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId03E966846DBB6E1C6C91120AA5BD4E9FC42EED16A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId03E966846DBB6E1C6C91120AA5BD4E9FC42EED16A
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId0394810202031801jcy42
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-11-13
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt068.115.43.42
ReturnHeader/FilingSecurityInformation/IPDt02020-11-13
ReturnHeader/FilingSecurityInformation/IPTm018:10:04
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0010668564
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BECKER TAX & BOOKKEEPING LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0412 2ND AVE S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ONALASKA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd054650
ReturnHeader/PreparerPersonGrp/PhoneNum06087836183
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANNIE JEPSON
ReturnHeader/ReturnTs02020-11-13T18:09:07-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$154,891
Liabilities
$111,112
Net assets
$43,779
Revenue
$131,156
Expenses
$87,377
Net income
$43,779
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.51$0.05$1.46$3.28$3.44$0.17
2023Detailed filing. Detailed filing data is available for this year.$1.82$0.19$1.63$3.23$3.03$0.20
2022Detailed filing. Detailed filing data is available for this year.$1.94$0.51$1.43$2.72$2.27$0.45
2020Detailed filing. Detailed filing data is available for this year.$1.55$1.11$0.44$1.31$0.87$0.44