Civic Intelligence

Sedona Montessori School Inc

EIN 86-0352346 • 501(c)3 • Sedona, AZ

Profile

Provide preschool education facilities

90 Deer Trail DriveSedona, AZ 86336
Siviq Scores

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

Liabilities / Assets

67th percentile

0.01x

Higher debt load relative to assets than 67% 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

25th percentile

-16%

Higher net margin than 25% 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

41st percentile

-8.5%

Faster asset growth than 41% of similar nonprofits.

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

Revenue Growth

36th percentile

-17%

Faster revenue growth than 36% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets67th percentile

Assets

Down

$213,335

Down $19,696 (-8.5%) from 2024

Liabilities

Up

$2,298

Up $47 (+2.1%) from 2024

Net Assets

Down

$211,037

Down $19,743 (-8.6%) from 2024

Operations
Liabilities / Revenue73rd percentileNet Margin25th percentile

Revenue

Down

$119,674

Down $25,295 (-17%) from 2024

Expenses

Down

$139,416

Down $229 (-0.2%) from 2024

Net Income

Down

-$19,742

Down $25,066 (-471%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth41st percentile

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

$300K$200K$100K$0Assets 2012: $207,755Liabilities 2012: $14,9522012Assets 2013: $208,143Liabilities 2013: $7,4282013Assets 2014: $212,622Liabilities 2014: $1,338Net Assets 2014: $211,2842014Assets 2015: $221,815Liabilities 2015: $1,252Net Assets 2015: $220,5632015Assets 2016: $224,616Liabilities 2016: $1,615Net Assets 2016: $223,0012016Assets 2017: $208,868Liabilities 2017: $1,605Net Assets 2017: $207,2632017Assets 2018: $214,442Liabilities 2018: $1,652Net Assets 2018: $212,7902018Assets 2019: $212,049Liabilities 2019: $475Net Assets 2019: $211,5742019Assets 2020: $195,599Liabilities 2020: $1,544Net Assets 2020: $194,0552020Assets 2021: $197,928Liabilities 2021: $1,538Net Assets 2021: $196,3902021Assets 2022: $219,027Liabilities 2022: $1,693Net Assets 2022: $217,3342022Assets 2023: $227,480Liabilities 2023: $2,024Net Assets 2023: $225,4562023Assets 2024: $233,031Liabilities 2024: $2,251Net Assets 2024: $230,7802024Assets 2025: $213,335Liabilities 2025: $2,298Net Assets 2025: $211,0372025

Highlighted filing

2025

Assets$213,335
Liabilities$2,298
Net Assets$211,037
Open 2025 Filing

Operations Trend

Revenue Growth36th percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2012: $112,292Expenses 2012: $113,920Net Income 2012: -$1,6282012Revenue 2013: $118,464Expenses 2013: $110,552Net Income 2013: $7,9122013Revenue 2014: $120,467Expenses 2014: $110,729Net Income 2014: $9,7382014Revenue 2015: $126,567Expenses 2015: $117,288Net Income 2015: $9,2792015Revenue 2016: $135,497Expenses 2016: $133,059Net Income 2016: $2,4382016Revenue 2017: $109,273Expenses 2017: $125,011Net Income 2017: -$15,7382017Revenue 2018: $124,508Expenses 2018: $118,981Net Income 2018: $5,5272018Revenue 2019: $118,175Expenses 2019: $119,391Net Income 2019: -$1,2162019Revenue 2020: $96,138Expenses 2020: $113,657Net Income 2020: -$17,5192020Revenue 2021: $119,786Expenses 2021: $117,451Net Income 2021: $2,3352021Revenue 2022: $143,307Expenses 2022: $122,363Net Income 2022: $20,9442022Revenue 2023: $155,975Expenses 2023: $147,853Net Income 2023: $8,1222023Revenue 2024: $144,969Expenses 2024: $139,645Net Income 2024: $5,3242024Revenue 2025: $119,674Expenses 2025: $139,416Net Income 2025: -$19,7422025

Highlighted filing

2025

Revenue$119,674
Expenses$139,416
Net Income-$19,742
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$213,335
Liabilities
$2,298
Net assets
$211,037
Revenue
$119,674
Expenses
$139,416
Net income
-$19,742
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.13$0.02$2.11$1.20$1.39$0.20
2024Detailed filing. Detailed filing data is available for this year.$2.33$0.02$2.31$1.45$1.40$0.05
2023Detailed filing. Detailed filing data is available for this year.$2.27$0.02$2.25$1.56$1.48$0.08
2022Detailed filing. Detailed filing data is available for this year.$2.19$0.02$2.17$1.43$1.22$0.21
2021Detailed filing. Detailed filing data is available for this year.$1.98$0.02$1.96$1.20$1.17$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.96$0.02$1.94$0.96$1.14$0.18
2019Detailed filing. Detailed filing data is available for this year.$2.12$0.00$2.12$1.18$1.19$0.01
2018Detailed filing. Detailed filing data is available for this year.$2.14$0.02$2.13$1.25$1.19$0.06
2017Detailed filing. Detailed filing data is available for this year.$2.09$0.02$2.07$1.09$1.25$0.16
2016Detailed filing. Detailed filing data is available for this year.$2.25$0.02$2.23$1.35$1.33$0.02
2015Detailed filing. Detailed filing data is available for this year.$2.22$0.01$2.21$1.27$1.17$0.09
2014Detailed filing. Detailed filing data is available for this year.$2.13$0.01$2.11$1.20$1.11$0.10
2013Summary only. Only limited summary data is available for this year.$2.08$0.07$1.18$1.11$0.08
2012Summary only. Only limited summary data is available for this year.$2.08$0.15$1.12$1.14$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Aug 1, 2024 to Jul 31, 2025
Signed
Oct 25, 2025
Return Version
2024v5.2
Gross Receipts
$119,674
Mission and Program Overview

Mission

Provide preschool education facilities

Program Services

DescriptionGrantsExpenses
Private School / Preschool-$139,416
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Gail OlsonSecretaryFT$0--
Filing and Contact Details

Filer

Filer Name
Sedona Montessori School Inc
EIN
86-0352346
In Care Of
% Gail Olson
Phone
9282824772
Address
90 Deer Trail Drive, Sedona, AZ 86336

Signing Officer

Name
Gail Olson
Title
Secretary
Phone
9282824772
Signed
2025-10-25
Discuss with paid preparer
No

Preparer

Firm
Dana Odom CPA PC
Address
P O Box 3400, Sedona, AZ 86340
Preparer
Dana W Odom
Phone
9282829449
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountDepreciation from 4562 3,661Advertising 896Classroom Expenses 5,739Payroll Taxes 7,602Insurance Expenses 4,677Telephone Expenses 1,642Office & Admin Expenses 4,890Licenses 1,485”

Description of other assets Part II line 24

“Category Beginning of Year End of YearOrganization Expenses 412 412Undeducted Depn - prior years 11,331 11,331”

Description of total liabilities Part II line 26

“Category Beginning of Year End of YearPayroll Taxes Payable 2,251 2,298”

Raw XML Appendix126 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Gail Olson
IRS990EZ/BooksInCareOfDetail/PhoneNum09282824772
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt090 Deer Trail Drive
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Sedona
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd086336
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt079470
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt063435
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0500
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-19742
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02082
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0233030
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0213335
IRS990EZ/GrossReceiptsAmt0119674
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01
IRS990EZ/LandAndBuildingsGrp/BOYAmt0141817
IRS990EZ/LandAndBuildingsGrp/EOYAmt0138157
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0230779
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0211037
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0230779
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0211037
IRS990EZ/OccupancyRentUtltsAndMaintAmt07366
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Gail Olson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt011743
IRS990EZ/OtherAssetsTotalDetail/EOYAmt011743
IRS990EZ/OtherExpensesTotalAmt030592
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Provide preschool education facilities
IRS990EZ/ProgramServiceRevenueAmt0119173
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Private School / Preschool
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0139416
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt099376
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0true
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0AZ
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt02251
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt02298
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0139416
IRS990EZ/TotalProgramServiceExpensesAmt0139416
IRS990EZ/TotalRevenueAmt0119674
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountDepreciation from 4562 3,661Advertising 896Classroom Expenses 5,739Payroll Taxes 7,602Insurance Expenses 4,677Telephone Expenses 1,642Office & Admin Expenses 4,890Licenses 1,485
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Category Beginning of Year End of YearOrganization Expenses 412 412Undeducted Depn - prior years 11,331 11,331
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Category Beginning of Year End of YearPayroll Taxes Payable 2,251 2,298
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/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0GAIL OLSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/PhoneNum09282824772
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Sedona Montessori School Inc
ReturnHeader/Filer/BusinessNameControlTxt0SEDO
ReturnHeader/Filer/EIN0860352346
ReturnHeader/Filer/InCareOfNm0% Gail Olson
ReturnHeader/Filer/PhoneNum09282824772
ReturnHeader/Filer/USAddress/AddressLine1Txt090 Deer Trail Drive
ReturnHeader/Filer/USAddress/CityNm0Sedona
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd086336
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0861002549
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Dana Odom CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0P O Box 3400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Sedona
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd086340
ReturnHeader/PreparerPersonGrp/PhoneNum09282829449
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANA W ODOM
ReturnHeader/ReturnTs02025-10-27T17:46:45-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-08-01
ReturnHeader/TaxPeriodEndDt02025-07-31
ReturnHeader/TaxYr02024

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