Civic Intelligence

The Wildflower Foundation Sage Montessori Inc

EIN 84-1921849 • 501(c)3 • Hyannis, MA

Profile

Sage Montessori, Inc. seeks to strengthen the community by providing Montessori education for children and families in an intentionally diverse community.

26 Chestnut StHyannis, MA 02601

www.sagemontessorischool.org

Siviq Scores

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

Liabilities / Assets

76th percentile

0.06x

Higher debt load relative to assets than 76% of similar nonprofits.

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

Liabilities / Revenue

73rd percentile

0.02x

Higher debt load relative to revenue than 73% of similar nonprofits.

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

Net Margin

40th percentile

-2.2%

Higher net margin than 40% of similar nonprofits.

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

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 2025

Asset Growth

46th percentile

-4.7%

Faster asset growth than 46% of similar nonprofits.

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

Revenue Growth

62nd percentile

7.7%

Faster revenue growth than 62% of similar nonprofits.

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

Assets

Down

$29,366

Down $1,437 (-4.7%) from 2024

Liabilities

Up

$1,847

Up $640 (+53%) from 2024

Net Assets

$27,519

No earlier filing loaded for comparison.

Revenue

Up

$96,323

Up $6,896 (+7.7%) from 2024

Expenses

Up

$98,400

Up $9,088 (+10%) from 2024

Net Income

Down

-$2,077

Down $2,192 (-1906%) from 2024

Trend Graphs

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2019: $0Net Assets 2019: $02019Assets 2020: $1Liabilities 2020: $02020Assets 2021: $34,384Liabilities 2021: $0Net Assets 2021: $34,3842021Assets 2022: $43,595Liabilities 2022: $440Net Assets 2022: $43,1552022Assets 2023: $30,727Liabilities 2023: $1,2462023Assets 2024: $30,803Liabilities 2024: $1,2072024Assets 2025: $29,366Liabilities 2025: $1,847Net Assets 2025: $27,5192025

Highlighted filing

2025

Assets$29,366
Liabilities$1,847
Net Assets$27,519

Operations Trend

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

$100K$50K$0-$50KRevenue 2019: $02019Revenue 2020: $0Expenses 2020: $0Net Income 2020: $02020Revenue 2021: $42,152Expenses 2021: $7,768Net Income 2021: $34,3842021Revenue 2022: $76,625Expenses 2022: $67,854Net Income 2022: $8,7712022Revenue 2023: $25,637Expenses 2023: $39,311Net Income 2023: -$13,6742023Revenue 2024: $89,427Expenses 2024: $89,312Net Income 2024: $1152024Revenue 2025: $96,323Expenses 2025: $98,400Net Income 2025: -$2,0772025

Highlighted filing

2025

Revenue$96,323
Expenses$98,400
Net Income-$2,077

Filings

Latest Detailed Filing

The latest 2025 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 15, 2022
Return Version
2021v4.2
Gross Receipts
$76,625
Mission and Program Overview

Mission

Sage Montessori Inc. seeks to strengthen the community by providing Montessori education for children and families of the community.

SEE SCHEDULE O

Program Services

DescriptionGrantsExpenses
COMPLETED START UP ACTIVITIES AND OPENED ITS EARLY CHILDHOOD EDUCATION PROGRAM-$66,117
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
EDWARD STANFORDGuide LeaderPT$22,298-$22,298
MICHELLE MAKIBoard President & Clerk-$0--
BRITNI HAYNIEBoard Member-$0--
GREG SAMMISTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Sage Montessori Inc
EIN
84-1921849
Address
26 CHESTNUT ST, HYANNIS, MA 02601

Signing Officer

Name
Edward Stanford
Title
Guide Leader
Phone
5082589935
Signed
2022-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Moriarty & Associates Pc
Address
144 GOULD ST STE 205, NEEDHAM, MA 02494
Preparer
Michael P Moriarty CPA
Phone
6178522214
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

Description amountadministrative expenses 1,736education expenses 5,839insurance - corporate 6,906insurance - workers comp 1,146licensing fees 76other expenses 1,000professional development 8,664professional memberships 966taxes - payroll 3,293

Description of other assets Part II line 24

Category beginning of year end of yearaccounts receivable 0 13,354deposits 0 1,000furniture and equipment - net 203 2,259leasehold improvements - net 3,431 10,257

Description of total liabilities Part II line 26

Category beginning of year end of yeartuition deposits 0 440

Part III response or note to any other line in Part III

Primary exempt purpose: sage montessori, inc. Seeks to strengthen the community by providing montessori education for children and families in an intentionally diverse community.

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/PhoneNum05082589935
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HYANNIS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd002601
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt030750
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt016725
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt056059
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt08771
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03388
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt034384
IRS990EZ/Form990TotalAssetsGrp/EOYAmt043595
IRS990EZ/GrossReceiptsAmt076625
IRS990EZ/GroupExemptionNum06267
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IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt034384
IRS990EZ/NetAssetsOrFundBalancesEOYAmt043155
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt034384
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt043155
IRS990EZ/OccupancyRentUtltsAndMaintAmt093
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt022298
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0EDWARD STANFORD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MICHELLE MAKI
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3GREG SAMMIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0GUIDE LEADER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1BOARD PRESIDENT & CLERK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt03634
IRS990EZ/OtherAssetsTotalDetail/EOYAmt026870
IRS990EZ/OtherExpensesTotalAmt029626
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/ProgramServiceRevenueAmt020557
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt066117
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt034747
IRS990EZ/SchoolOperatingInd0true
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0440
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt067854
IRS990EZ/TotalProgramServiceExpensesAmt066117
IRS990EZ/TotalRevenueAmt076625
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.SAGEMONTESSORISCHOOL.ORG
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/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0SAGE MONTESSORI PUBLICIZED ITS NON-DISCRIMINATION POLICY IN ALL PUBLICLY FACING DOCUMENTS AND ADVERTISING AND INCLUDES THIS IN ALL MARKETING CAMPAIGNS AND MATERIALS.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of nondiscriminatory policy (Question 3)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTADMINISTRATIVE EXPENSES 1,736EDUCATION EXPENSES 5,839INSURANCE - CORPORATE 6,906INSURANCE - WORKERS COMP 1,146LICENSING FEES 76OTHER EXPENSES 1,000PROFESSIONAL DEVELOPMENT 8,664PROFESSIONAL MEMBERSHIPS 966TAXES - PAYROLL 3,293
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CATEGORY BEGINNING OF YEAR END OF YEARACCOUNTS RECEIVABLE 0 13,354DEPOSITS 0 1,000FURNITURE AND EQUIPMENT - NET 203 2,259LEASEHOLD IMPROVEMENTS - NET 3,431 10,257
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CATEGORY BEGINNING OF YEAR END OF YEARTUITION DEPOSITS 0 440
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PRIMARY EXEMPT PURPOSE: SAGE MONTESSORI, INC. SEEKS TO STRENGTHEN THE COMMUNITY BY PROVIDING MONTESSORI EDUCATION FOR CHILDREN AND FAMILIES IN AN INTENTIONALLY DIVERSE COMMUNITY.
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Part III response or note to any other line in Part III
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/Filer/EIN0841921849
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ReturnHeader/PreparerPersonGrp/PreparationDt02023-02-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL P MORIARTY CPA
ReturnHeader/ReturnTs02023-02-24T15:38:12-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0EDWARD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0STANFORD
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • <$500k nonprofits