Civic Intelligence

Roots Montessori School

EIN 84-2738111 • 501(c)3 • Plymouth, MI

Profile

Private christian school servicing grades pre-kindergarten through grade 6 which emphasizes individualized and experiential learning.

14492 N Sheldon RdPlymouth, MI 48170

rootsmontessorischool.com

Siviq Scores

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

Liabilities / Assets

27th percentile

0.02x

Higher debt load relative to assets than 27% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

37th percentile

0.09x

Higher debt load relative to revenue than 37% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Net Margin

29th percentile

-3.1%

Higher net margin than 29% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

36th percentile

0.6%

Faster asset growth than 36% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

10th percentile

-29%

Faster revenue growth than 10% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$5,488,988

Up $33,874 (+0.6%) from 2024

Liabilities

Up

$131,173

Up $80,790 (+160%) from 2024

Net Assets

Down

$5,357,815

Down $46,916 (-0.9%) from 2024

Operations
Liabilities / Revenue37th percentileNet Margin29th percentile

Revenue

Down

$1,493,711

Down $607,501 (-29%) from 2024

Expenses

Up

$1,540,627

Up $294,748 (+24%) from 2024

Net Income

Down

-$46,916

Down $902,249 (-105%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth36th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MAssets 2020: $226,481Liabilities 2020: $179,155Net Assets 2020: $47,3262020Assets 2021: $501,566Liabilities 2021: $516,484Net Assets 2021: -$14,9182021Assets 2022: $2,239,332Liabilities 2022: $885,368Net Assets 2022: $1,353,9642022Assets 2023: $4,653,467Liabilities 2023: $104,069Net Assets 2023: $4,549,3982023Assets 2024: $5,455,114Liabilities 2024: $50,383Net Assets 2024: $5,404,7312024Assets 2025: $5,488,988Liabilities 2025: $131,173Net Assets 2025: $5,357,8152025

Highlighted filing

2025

Assets$5,488,988
Liabilities$131,173
Net Assets$5,357,815
Open 2025 Filing

Operations Trend

Revenue Growth10th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2020: $491,885Expenses 2020: $444,559Net Income 2020: $47,3262020Revenue 2021: $574,687Expenses 2021: $636,931Net Income 2021: -$62,2442021Revenue 2022: $2,290,463Expenses 2022: $920,037Net Income 2022: $1,370,4262022Revenue 2023: $4,383,157Expenses 2023: $1,187,723Net Income 2023: $3,195,4342023Revenue 2024: $2,101,212Expenses 2024: $1,245,879Net Income 2024: $855,3332024Revenue 2025: $1,493,711Expenses 2025: $1,540,627Net Income 2025: -$46,9162025

Highlighted filing

2025

Revenue$1,493,711
Expenses$1,540,627
Net Income-$46,916
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$5,488,988
Liabilities
$131,173
Net assets
$5,357,815
Revenue
$1,493,711
Expenses
$1,540,627
Net income
-$46,916
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.49$0.13$5.36$1.49$1.54$0.05
2024Detailed filing. Detailed filing data is available for this year.$5.46$0.05$5.40$2.10$1.25$0.86
2023Detailed filing. Detailed filing data is available for this year.$4.65$0.10$4.55$4.38$1.19$3.20
2022Detailed filing. Detailed filing data is available for this year.$2.24$0.89$1.35$2.29$0.92$1.37
2021Detailed filing. Detailed filing data is available for this year.$0.50$0.52$0.01$0.57$0.64$0.06
2020Summary only. Only limited summary data is available for this year.$0.23$0.18$0.05$0.49$0.44$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 17, 2025
Return Version
2024v5.0
Gross Receipts
$1,833,800
Mission and Program Overview

Mission

Private christian school servicing grades pre-kindergarten through grade 6 which emphasizes individualized and experiential learning.

Private montessori school servicing grades pre-kindergarten through grade 6 which emphasizes individualized and experiential learning.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$5,404,731$5,357,815▼ $46,916
Land, Buildings, and Equipment, Net$3,042,505$5,275,477▲ $2,232,972
Cash and Non-Interest-Bearing Accounts$100,559$120,738▲ $20,179
Investments in Publicly Traded Securities$5,690$91,499▲ $85,809
Prepaid Expenses and Deferred Charges$15,630$1,560▼ $14,070
Accounts Receivable$-76,385$-286▲ $76,099
Total Assets$5,455,114$5,488,988▲ $33,874
Other Assets Total$2,367,115--
Liabilities
Deferred Revenue$4,136$123,044▲ $118,908
Accounts Payable and Accrued Expenses$32,324$7,326▼ $24,998
Other Liabilities$13,923$803▼ $13,120
Total Liabilities$50,383$131,173▲ $80,790
Net Assets / Fund Balance
Total Net Assets Fund Balance$5,404,731$5,357,815▼ $46,916
Total Liabilities and Net Assets / Fund Balance$5,455,114$5,488,988▲ $33,874

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,925,362$332,599$5,257,961
Land$300,000-$300,000
Other Land Buildings$50,115$52,014$102,129
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Shelli WildfongExecutive DiFT$109,113$109,113

Board Members and Trustees

NameTitle
Mark BartlettBoard Chair/
Brian CorleyBoard Member
Julie SmithBoard Member
Samantha ShayaBoard Member
Deb BartlettFounder/trea
Kelly OlsonSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$310,709
Program Service Revenue
$1,238,574
Investment Income
$4,793
Other Revenue
$-60,365
All Other Contributions
$275,655
Change in Net Assets
$-46,916

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported Amount
Securities Publicly Traded1$198,375
Total Noncash Contributions1$198,375
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$981,041
Other Expenses$559,586
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$506,720$341,704-$848,424
Depreciation Depletion$214,720--$214,720
Payroll Taxes$47,882$20,401-$68,283
Other Employee Benefits$54,673$9,661-$64,334
Occupancy-$53,424-$53,424
Fees for Services Accounting-$31,531-$31,531
Information Technology-$26,690-$26,690
All Other Expenses$22,626--$22,626
Fees for Services Other$22,380--$22,380
Other Expenses$17,986$17,889-$17,889
Insurance-$10,851-$10,851
Total Functional Expenses$1,028,476$512,151$0$1,540,627
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Simple Ira$803
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 2

“Mark bartlett deb bartlett vp ed spouses”

Form 990, Page 6, Part VI, Line 11B

“A draft of the 990 was provided to the board of directors for review and approval prior to filing.”

Form 990, Page 6, Part VI, Line 12C

“The organization regularly and consistently monitors and enforces compliance with the conflict of interest policy by requiring annual disclosure of interests that could give rise to conflict.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Roots Montessori School
EIN
84-2738111
Phone
7348768160
Address
14492 N SHELDON RD, PLYMOUTH, MI 48170

Signing Officer

Name
Deb Bartlett
Title
Founder/treasurer
Phone
7348768160
Signed
2025-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Deb Bartlett
Formed
2019
Legal Domicile
Mi
Voting Board Members
6
Independent Board Members
4
Employees
30
Volunteers
20

Preparer

Firm
Nienhuis Financial Group LLC
Address
3460 WILSON AVE SW, GRANDVILLE, MI 49418
Preparer
Sarah Lewis
Phone
6165328861
Raw XML Appendix385 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt032324
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt07326
IRS990/AccountsReceivableGrp/BOYAmt0-76385
IRS990/AccountsReceivableGrp/EOYAmt0-286
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0PRIVATE MONTESSORI SCHOOL SERVICING GRADES PRE-KINDERGARTEN THROUGH GRADE 6 WHICH EMPHASIZES INDIVIDUALIZED AND EXPERIENTIAL LEARNING.
IRS990/AllOtherContributionsAmt0275655
IRS990/AllOtherExpensesGrp/ProgramServicesAmt022626
IRS990/AllOtherExpensesGrp/TotalAmt022626
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0DEB BARTLETT
IRS990/BooksInCareOfDetail/PhoneNum07348768160
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt014492 N SHELDON RD
IRS990/BooksInCareOfDetail/USAddress/CityNm0PLYMOUTH
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd048170
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0100559
IRS990/CashNonInterestBearingGrp/EOYAmt0120738
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0310709
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt04793
IRS990/CYOtherExpensesAmt0559586
IRS990/CYOtherRevenueAmt0-60365
IRS990/CYProgramServiceRevenueAmt01238574
IRS990/CYRevenuesLessExpensesAmt0-46916
IRS990/CYSalariesCompEmpBnftPaidAmt0981041
IRS990/CYTotalExpensesAmt01540627
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01493711
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0true
IRS990/DeferredRevenueGrp/BOYAmt04136
IRS990/DeferredRevenueGrp/EOYAmt0123044
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0214720
IRS990/DepreciationDepletionGrp/TotalAmt0214720
IRS990/Desc0TO PROVIDE A PRIVATE MONTESSORI EDUCATION THAT EMPHASIZES INDIVIDUALIZED AND EXPERIENTIAL LEARNING.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt030
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt01028476
IRS990/FamilyOrBusinessRlnInd0true
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt031531
IRS990/FeesForServicesAccountingGrp/TotalAmt031531
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt022380
IRS990/FeesForServicesOtherGrp/TotalAmt022380
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt440.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.50
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0DEB BARTLETT
IRS990/Form990PartVIISectionAGrp/PersonNm1MARK BARTLETT
IRS990/Form990PartVIISectionAGrp/PersonNm2KELLY OLSON
IRS990/Form990PartVIISectionAGrp/PersonNm3JULIE SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm4SHELLI WILDFONG
IRS990/Form990PartVIISectionAGrp/PersonNm5SAMANTHA SHAYA
IRS990/Form990PartVIISectionAGrp/PersonNm6BRIAN CORLEY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt4109113
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0FOUNDER/TREA
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD CHAIR/
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4EXECUTIVE DI
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr02019
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt03583
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GovernmentGrantsAmt035054
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0201958
IRS990/GrossReceiptsAmt01833800
IRS990/GrossRentsGrp/RealAmt080873
IRS990/GrossSalesOfInventoryAmt0476
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt026690
IRS990/InformationTechnologyGrp/TotalAmt026690
IRS990/InsuranceGrp/ManagementAndGeneralAmt010851
IRS990/InsuranceGrp/TotalAmt010851
IRS990/InvestmentIncomeGrp/ExclusionAmt01210
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01210
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt05690
IRS990/InvestmentsPubTradedSecGrp/EOYAmt091499
IRS990/IRPDocumentCnt08
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0384613
IRS990/LandBldgEquipBasisNetGrp/BOYAmt03042505
IRS990/LandBldgEquipBasisNetGrp/EOYAmt05275477
IRS990/LandBldgEquipCostOrOtherBssAmt05660090
IRS990/LegalDomicileStateCd0MI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0198375
IRS990/LessRentalExpensesGrp/RealAmt0141714
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0PRIVATE MONTESSORI SCHOOL SERVICING GRADES PRE-KINDERGARTEN THROUGH GRADE 6 WHICH EMPHASIZES INDIVIDUALIZED AND EXPERIENTIAL LEARNING.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt05404731
IRS990/NetAssetsOrFundBalancesEOYAmt05357815
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt03583
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt03583
IRS990/NetIncomeOrLossGrp/ExclusionAmt0476
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt0476
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt0-60841
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0-60841
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt0198375
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt053424
IRS990/OccupancyGrp/TotalAmt053424
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt02367115
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt09661
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt054673
IRS990/OtherEmployeeBenefitsGrp/TotalAmt064334
IRS990/OtherExpensesGrp/Desc0DISCOUNTS ALLOWED
IRS990/OtherExpensesGrp/Desc1CLASSROOM EXPENSES
IRS990/OtherExpensesGrp/Desc2GRANT EXPENSE
IRS990/OtherExpensesGrp/Desc3MISCELLANEOS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt017889
IRS990/OtherExpensesGrp/ProgramServicesAmt092470
IRS990/OtherExpensesGrp/ProgramServicesAmt149019
IRS990/OtherExpensesGrp/ProgramServicesAmt217986
IRS990/OtherExpensesGrp/TotalAmt092470
IRS990/OtherExpensesGrp/TotalAmt149019
IRS990/OtherExpensesGrp/TotalAmt217986
IRS990/OtherExpensesGrp/TotalAmt317889
IRS990/OtherLiabilitiesGrp/BOYAmt013923
IRS990/OtherLiabilitiesGrp/EOYAmt0803
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0341704
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0506720
IRS990/OtherSalariesAndWagesGrp/TotalAmt0848424
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt020401
IRS990/PayrollTaxesGrp/ProgramServicesAmt047882
IRS990/PayrollTaxesGrp/TotalAmt068283
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt015630
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01560
IRS990/PrincipalOfficerNm0DEB BARTLETT
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/BusinessCd1611710
IRS990/ProgramServiceRevenueGrp/Desc0TUITION
IRS990/ProgramServiceRevenueGrp/Desc1OTHER PROGRAM REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01157921
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt180653
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01157921
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt180653
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0793998
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt027503
IRS990/PYOtherExpensesAmt0386404
IRS990/PYOtherRevenueAmt0178944
IRS990/PYProgramServiceRevenueAmt01100767
IRS990/PYRevenuesLessExpensesAmt0855333
IRS990/PYSalariesCompEmpBnftPaidAmt0859475
IRS990/PYTotalExpensesAmt01245879
IRS990/PYTotalRevenueAmt02101212
IRS990/ReconcilationRevenueExpnssAmt0-46916
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt0-60841
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt01238574
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt05404731
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt05357815
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
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt04925362
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0332599
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt05257961
IRS990ScheduleD/LandGrp/BookValueAmt0300000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0300000
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt050115
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt052014
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0102129
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0803
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SIMPLE IRA
IRS990ScheduleD/TotalBookValueLandBuildingsAmt05275477
IRS990ScheduleD/TotalLiabilityAmt0803
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
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0false
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/ContributionCnt01
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NonCashCheckboxInd0X
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NoncashContributionsRptF990Amt0198375
IRS990ScheduleM/ThirdPartiesUsedInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MARK BARTLETT DEB BARTLETT VP ED SPOUSES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A DRAFT OF THE 990 WAS PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW AND APPROVAL PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY BY REQUIRING ANNUAL DISCLOSURE OF INTERESTS THAT COULD GIVE RISE TO CONFLICT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt05455114
IRS990/TotalAssetsEOYAmt05488988
IRS990/TotalAssetsGrp/BOYAmt05455114
IRS990/TotalAssetsGrp/EOYAmt05488988
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0310709
IRS990/TotalEmployeeCnt030
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0512151
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01028476
IRS990/TotalFunctionalExpensesGrp/TotalAmt01540627
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt050383
IRS990/TotalLiabilitiesEOYAmt0131173
IRS990/TotalLiabilitiesGrp/BOYAmt050383
IRS990/TotalLiabilitiesGrp/EOYAmt0131173
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt05404731
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt05357815
IRS990/TotalProgramServiceExpensesAmt01028476
IRS990/TotalProgramServiceRevenueAmt01238574
IRS990/TotalReportableCompFromOrgAmt0109113
IRS990/TotalRevenueGrp/ExclusionAmt0-59155
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01242157
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01493711
IRS990/TotalVolunteersCnt020
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt05455114
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt05488988
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt014492 N SHELDON RD
IRS990/USAddress/CityNm0PLYMOUTH
IRS990/USAddress/StateAbbreviationCd0MI
IRS990/USAddress/ZIPCd048170
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0ROOTSMONTESSORISCHOOL.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DEB BARTLETT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FOUNDER/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07348768160
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROOTS MONTESSORI SCHOOL
ReturnHeader/Filer/BusinessNameControlTxt0ROOT
ReturnHeader/Filer/EIN0842738111
ReturnHeader/Filer/PhoneNum07348768160
ReturnHeader/Filer/USAddress/AddressLine1Txt014492 N SHELDON RD
ReturnHeader/Filer/USAddress/CityNm0PLYMOUTH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048170
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0383331165
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NIENHUIS FINANCIAL GROUP LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03460 WILSON AVE SW
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GRANDVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd049418
ReturnHeader/PreparerPersonGrp/PhoneNum06165328861
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SARAH LEWIS
ReturnHeader/ReturnTs02025-11-17T16:26:59-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.