Civic Intelligence

Roots Montessori School

990 • Fiscal year 2022 • EIN 84-2738111

Jul 01, 2021 to Jun 30, 2022 • Filed on Nov 09, 2022

Organization ProfileROOTSMONTESSORISCHOOL.COM
1309 Penniman AvePlymouth, MI 48170-1156

(734) 876-8160

Siviq Scores

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

Liabilities / Assets

80th percentile

0.40x

Higher debt load relative to assets than 80% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

76th percentile

0.39x

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

92nd percentile

60%

Higher net margin than 92% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

98th percentile

346%

Faster asset growth than 98% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

97th percentile

299%

Faster revenue growth than 97% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets80th percentile

Assets

Up

$2,239,332

Up $1,737,766 (+346%) from 2021

Net Assets

Up

$1,353,964

Up $1,368,882 (+9176%) from 2021

Liabilities

Up

$885,368

Up $368,884 (+71%) from 2021

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin92nd percentile

Revenue

Up

$2,290,463

Up $1,715,776 (+299%) from 2021

Expenses

Up

$920,037

Up $283,106 (+44%) from 2021

Net Income

Up

$1,370,426

Up $1,432,670 (+2302%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth98th percentile

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

$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

2022

Assets$2,239,332
Liabilities$885,368
Net Assets$1,353,964
Open 2022 Filing

Operations Trend

Revenue Growth97th percentile

Revenue, expenses, and net income across loaded years, with this 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

2022

Revenue$2,290,463
Expenses$920,037
Net Income$1,370,426
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 9, 2022
Return Version
2021v4.0
Gross Receipts
$2,290,463
Mission and Program Overview

Mission

Private christian 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$-14,918$1,353,964▲ $1,368,882
Cash and Non-Interest-Bearing Accounts$7,980$1,353,743▲ $1,345,763
Accounts Receivable$466,069$812,347▲ $346,278
Land, Buildings, and Equipment, Net$24,064$57,442▲ $33,378
Total Assets$501,566$2,239,332▲ $1,737,766
Other Assets Total$3,453$15,800▲ $12,347
Liabilities
Deferred Revenue$501,341$872,599▲ $371,258
Accounts Payable and Accrued Expenses$15,143$12,769▼ $2,374
Total Liabilities$516,484$885,368▲ $368,884
Net Assets / Fund Balance
Total Net Assets Fund Balance$-14,918$1,353,964▲ $1,368,882
Total Liabilities and Net Assets / Fund Balance$501,566$2,239,332▲ $1,737,766

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$29,942$21,940$51,882
Buildings$27,500-$27,500
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Mark BartlettPresident
Julie SmithBoard Member
Deb BartlettFounding Director
Kelly OlsonSecretary
Greg SchupraTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,447,900
Program Service Revenue
$842,563
Investment Income
$0
Other Revenue
$0
All Other Contributions
$1,447,900
Change in Net Assets
$1,370,426
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$597,465
Other Expenses$322,572
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$405,789$115,879-$521,668
Occupancy-$128,679-$128,679
Payroll Taxes$33,875$9,850-$43,725
Fees for Services Other$21,994$12,212-$34,206
Other Employee Benefits$30,694$1,378-$32,072
Fees for Services Accounting-$14,963-$14,963
Office Expenses-$11,635-$11,635
Advertising-$8,350-$8,350
Depreciation Depletion-$7,790-$7,790
Insurance$6,259--$6,259
Travel-$5,733-$5,733
All Other Expenses$4,020$1,346-$5,366
Other Expenses$3,689$4,306-$3,689
Information Technology-$2,819-$2,819
Conferences and Meetings$1,084--$1,084
Total Functional Expenses$595,097$324,940$0$920,037
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
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 spoues”

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
1309 PENNIMAN AVE, PLYMOUTH, MI 48170-1156

Signing Officer

Name
Deb Bartlett
Title
Founding Director
Phone
7348768160
Signed
2022-11-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Deb Bartlett
Formed
2019
Legal Domicile
Mi
Voting Board Members
5
Independent Board Members
3
Employees
9

Preparer

Firm
Nienhuis Financial Group LLC
Address
3460 WILSON AVE SW, GRANDVILLE, MI 49418
Preparer
Sarah Lewis
Phone
6165328861
Raw XML Appendix343 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/BOYAmt015143
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt012769
IRS990/AccountsReceivableGrp/BOYAmt0466069
IRS990/AccountsReceivableGrp/EOYAmt0812347
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0PRIVATE CHRISTIAN SCHOOL SERVICING GRADES PRE-KINDERGARTEN THROUGH GRADE 6 WHICH EMPHASIZES INDIVIDUALIZED AND EXPERIENTIAL LEARNING.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt08350
IRS990/AdvertisingGrp/TotalAmt08350
IRS990/AllOtherContributionsAmt01447900
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt01346
IRS990/AllOtherExpensesGrp/ProgramServicesAmt04020
IRS990/AllOtherExpensesGrp/TotalAmt05366
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BooksInCareOfDetail/PersonNm0DEB BARTLETT
IRS990/BooksInCareOfDetail/PhoneNum07348768160
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01309 PENNIMAN AVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0PLYMOUTH
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd048170
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt07980
IRS990/CashNonInterestBearingGrp/EOYAmt01353743
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt01084
IRS990/ConferencesMeetingsGrp/TotalAmt01084
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01447900
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt0322572
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0842563
IRS990/CYRevenuesLessExpensesAmt01370426
IRS990/CYSalariesCompEmpBnftPaidAmt0597465
IRS990/CYTotalExpensesAmt0920037
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02290463
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt0501341
IRS990/DeferredRevenueGrp/EOYAmt0872599
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt07790
IRS990/DepreciationDepletionGrp/TotalAmt07790
IRS990/Desc0TO PROVIDE A PRIVATE CHRISTIAN EDUCATION THAT EMPHASIZES INDIVIDUALIZED AND EXPERIENTIAL LEARNING.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt09
IRS990/EmploymentTaxReturnsFiledInd0false
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0595097
IRS990/FamilyOrBusinessRlnInd0true
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt014963
IRS990/FeesForServicesAccountingGrp/TotalAmt014963
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt012212
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt021994
IRS990/FeesForServicesOtherGrp/TotalAmt034206
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0DEB BARTLETT
IRS990/Form990PartVIISectionAGrp/PersonNm1MARK BARTLETT
IRS990/Form990PartVIISectionAGrp/PersonNm2KELLY OLSON
IRS990/Form990PartVIISectionAGrp/PersonNm3GREG SCHUPRA
IRS990/Form990PartVIISectionAGrp/PersonNm4JULIE SMITH
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0FOUNDING DIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr02019
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt02290463
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt03
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt02819
IRS990/InformationTechnologyGrp/TotalAmt02819
IRS990/InsuranceGrp/ProgramServicesAmt06259
IRS990/InsuranceGrp/TotalAmt06259
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt08
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt021940
IRS990/LandBldgEquipBasisNetGrp/BOYAmt024064
IRS990/LandBldgEquipBasisNetGrp/EOYAmt057442
IRS990/LandBldgEquipCostOrOtherBssAmt079382
IRS990/LegalDomicileStateCd0MI
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0PRIVATE CHRISTIAN SCHOOL SERVICING GRADES PRE-KINDERGARTEN THROUGH GRADE 6 WHICH EMPHASIZES INDIVIDUALIZED AND EXPERIENTIAL LEARNING.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0-14918
IRS990/NetAssetsOrFundBalancesEOYAmt01353964
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt0128679
IRS990/OccupancyGrp/TotalAmt0128679
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt011635
IRS990/OfficeExpensesGrp/TotalAmt011635
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt03453
IRS990/OtherAssetsTotalGrp/EOYAmt015800
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt01378
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt030694
IRS990/OtherEmployeeBenefitsGrp/TotalAmt032072
IRS990/OtherExpensesGrp/Desc0DISCOUNTS ALLOWED
IRS990/OtherExpensesGrp/Desc1CLASSROOM EXPENSES
IRS990/OtherExpensesGrp/Desc2DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc3EVENTS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt04306
IRS990/OtherExpensesGrp/ProgramServicesAmt059060
IRS990/OtherExpensesGrp/ProgramServicesAmt128633
IRS990/OtherExpensesGrp/ProgramServicesAmt23689
IRS990/OtherExpensesGrp/TotalAmt059060
IRS990/OtherExpensesGrp/TotalAmt128633
IRS990/OtherExpensesGrp/TotalAmt24306
IRS990/OtherExpensesGrp/TotalAmt33689
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0115879
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0405789
IRS990/OtherSalariesAndWagesGrp/TotalAmt0521668
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt09850
IRS990/PayrollTaxesGrp/ProgramServicesAmt033875
IRS990/PayrollTaxesGrp/TotalAmt043725
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0DEB BARTLETT
IRS990/PriorPeriodAdjustmentsAmt0-1544
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/BusinessCd1611710
IRS990/ProgramServiceRevenueGrp/BusinessCd2611710
IRS990/ProgramServiceRevenueGrp/Desc0TUITION
IRS990/ProgramServiceRevenueGrp/Desc1OTHER PROGRAM REVENUE
IRS990/ProgramServiceRevenueGrp/Desc2LUNCH PROGRAM
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0703142
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1135434
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt23987
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0703142
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1135434
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt23987
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0154905
IRS990/PYExcessBenefitTransInd0false
IRS990/PYOtherExpensesAmt0248677
IRS990/PYProgramServiceRevenueAmt0419782
IRS990/PYRevenuesLessExpensesAmt0-62244
IRS990/PYSalariesCompEmpBnftPaidAmt0388254
IRS990/PYTotalExpensesAmt0636931
IRS990/PYTotalRevenueAmt0574687
IRS990/ReconcilationRevenueExpnssAmt01370426
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0703142
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0-14918
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01353964
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/BookValueAmt027500
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt027500
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt029942
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt021940
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt051882
IRS990ScheduleD/TotalBookValueLandBuildingsAmt057442
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
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MARK BARTLETT DEB BARTLETT VP ED SPOUES
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/TotalAssetsBOYAmt0501566
IRS990/TotalAssetsEOYAmt02239332
IRS990/TotalAssetsGrp/BOYAmt0501566
IRS990/TotalAssetsGrp/EOYAmt02239332
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt01447900
IRS990/TotalEmployeeCnt09
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0324940
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0595097
IRS990/TotalFunctionalExpensesGrp/TotalAmt0920037
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0516484
IRS990/TotalLiabilitiesEOYAmt0885368
IRS990/TotalLiabilitiesGrp/BOYAmt0516484
IRS990/TotalLiabilitiesGrp/EOYAmt0885368
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-14918
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01353964
IRS990/TotalProgramServiceExpensesAmt0595097
IRS990/TotalProgramServiceRevenueAmt0842563
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0842563
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02290463
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0501566
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02239332
IRS990/TravelGrp/ManagementAndGeneralAmt05733
IRS990/TravelGrp/TotalAmt05733
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt01309 PENNIMAN
IRS990/USAddress/CityNm0PLYMOUTH
IRS990/USAddress/StateAbbreviationCd0MI
IRS990/USAddress/ZIPCd0481701156
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0ROOTSMONTESSORISCHOOL.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DEB BARTLETT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FOUNDING DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07348768160
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROOTS MONTESSORI SCHOOL
ReturnHeader/Filer/BusinessNameControlTxt0ROOT
ReturnHeader/Filer/EIN0842738111
ReturnHeader/Filer/PhoneNum07348768160
ReturnHeader/Filer/USAddress/AddressLine1Txt01309 PENNIMAN AVE
ReturnHeader/Filer/USAddress/CityNm0PLYMOUTH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd0481701156
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/PreparationDt02022-11-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SARAH LEWIS
ReturnHeader/ReturnTs02022-11-11T10:07:26-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DEB
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BARTLETT
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,239,332
Liabilities
$885,368
Net assets
$1,353,964
Revenue
$2,290,463
Expenses
$920,037
Net income
$1,370,426
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