Civic Intelligence

Hermosa Montessori School

EIN 86-0873390 • 501(c)3 • Tucson, AZ

Profile

Hermosa montessori is an award winning, tuition free public charter school. Our classrooms are supportive communities of students and teachers who respect children as unique individuals. Learning is focused on experience, investigation, and research through active engagement, not rote drill and memorization. The school is a community of lifelong learners which integrates montessori education with arizona academic standards to self-motivated, moral, socially and environmentally responsible individuals.

12051 E Ft Lowell RoadTucson, AZ 85749

www.hermosaschool.org

Siviq Scores

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

Liabilities / Assets

50th percentile

0.06x

Higher debt load relative to assets than 50% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

41st percentile

0.04x

Higher debt load relative to revenue than 41% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

35th percentile

-1.4%

Higher net margin than 35% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

64th percentile

$94,141

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 3.2% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

33rd percentile

-1.8%

Faster asset growth than 33% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

62nd percentile

15%

Faster revenue growth than 62% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Assets

Down

$1,903,162

Down $34,238 (-1.8%) from 2024

Liabilities

Up

$118,095

Up $10,221 (+9.5%) from 2024

Net Assets

Down

$1,785,067

Down $44,459 (-2.4%) from 2024

Revenue

Up

$2,921,578

Up $388,083 (+15%) from 2024

Expenses

Up

$2,961,917

Up $19,673 (+0.7%) from 2024

Net Income

Up

-$40,339

Up $368,410 (+90%) from 2024

Trend Graphs

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2010: $1,746,466Liabilities 2010: $17,733Net Assets 2010: $1,728,7332010Assets 2011: $1,661,126Liabilities 2011: $13,935Net Assets 2011: $1,647,1912011Assets 2012: $1,652,390Liabilities 2012: $11,992Net Assets 2012: $1,640,3982012Assets 2013: $1,705,520Liabilities 2013: $43,500Net Assets 2013: $1,662,0202013Assets 2014: $1,699,299Liabilities 2014: $37,357Net Assets 2014: $1,661,9422014Assets 2015: $1,873,065Liabilities 2015: $112,552Net Assets 2015: $1,760,5132015Assets 2016: $1,844,839Liabilities 2016: $33,537Net Assets 2016: $1,811,3022016Assets 2017: $1,804,219Liabilities 2017: $25,905Net Assets 2017: $1,778,3142017Assets 2018: $1,612,435Liabilities 2018: $29,165Net Assets 2018: $1,583,2702018Assets 2019: $1,604,994Liabilities 2019: $16,342Net Assets 2019: $1,588,6522019Assets 2020: $1,651,313Liabilities 2020: $30,127Net Assets 2020: $1,621,1862020Assets 2021: $1,845,213Liabilities 2021: $61,420Net Assets 2021: $1,783,7932021Assets 2022: $1,831,319Liabilities 2022: $35,412Net Assets 2022: $1,795,9072022Assets 2023: $2,267,086Liabilities 2023: $90,696Net Assets 2023: $2,176,3902023Assets 2024: $1,937,400Liabilities 2024: $107,874Net Assets 2024: $1,829,5262024Assets 2025: $1,903,162Liabilities 2025: $118,095Net Assets 2025: $1,785,0672025

Highlighted filing

2025

Assets$1,903,162
Liabilities$118,095
Net Assets$1,785,067

Operations Trend

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $1,705,1272010Expenses 2011: $1,650,4002011Revenue 2012: $1,481,038Expenses 2012: $1,487,831Net Income 2012: -$6,7932012Expenses 2013: $1,568,2672013Revenue 2014: $1,648,374Expenses 2014: $1,648,452Net Income 2014: -$782014Revenue 2015: $1,651,909Expenses 2015: $1,553,338Net Income 2015: $98,5712015Revenue 2016: $1,825,453Expenses 2016: $1,774,664Net Income 2016: $50,7892016Revenue 2017: $1,884,009Expenses 2017: $1,937,121Net Income 2017: -$53,1122017Revenue 2018: $2,078,353Expenses 2018: $2,273,397Net Income 2018: -$195,0442018Revenue 2019: $2,267,335Expenses 2019: $2,261,953Net Income 2019: $5,3822019Revenue 2020: $2,268,114Expenses 2020: $2,235,580Net Income 2020: $32,5342020Revenue 2021: $2,269,343Expenses 2021: $2,106,736Net Income 2021: $162,6072021Revenue 2022: $2,258,939Expenses 2022: $2,231,864Net Income 2022: $27,0752022Revenue 2023: $3,170,364Expenses 2023: $2,785,177Net Income 2023: $385,1872023Revenue 2024: $2,533,495Expenses 2024: $2,942,244Net Income 2024: -$408,7492024Revenue 2025: $2,921,578Expenses 2025: $2,961,917Net Income 2025: -$40,3392025

Highlighted filing

2025

Revenue$2,921,578
Expenses$2,961,917
Net Income-$40,339

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.90$0.12$1.79$2.92$2.96$0.04
2024Detailed filing. Detailed filing data is available for this year.$1.94$0.11$1.83$2.53$2.94$0.41
2023Detailed filing. Detailed filing data is available for this year.$2.27$0.09$2.18$3.17$2.79$0.39
2022Detailed filing. Detailed filing data is available for this year.$1.83$0.04$1.80$2.26$2.23$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.85$0.06$1.78$2.27$2.11$0.16
2020Detailed filing. Detailed filing data is available for this year.$1.65$0.03$1.62$2.27$2.24$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.60$0.02$1.59$2.27$2.26$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.61$0.03$1.58$2.08$2.27$0.20
2017Summary only. Only limited summary data is available for this year.$1.80$0.03$1.78$1.88$1.94$0.05
2016Detailed filing. Detailed filing data is available for this year.$1.84$0.03$1.81$1.83$1.77$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.87$0.11$1.76$1.65$1.55$0.10
2014Detailed filing. Detailed filing data is available for this year.$1.70$0.04$1.66$1.65$1.65$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.71$0.04$1.66$1.57
2012Summary only. Only limited summary data is available for this year.$1.65$0.01$1.64$1.48$1.49$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.66$0.01$1.65$1.65
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.75$0.02$1.73$1.71
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Feb 9, 2026
Return Version
2024v5.5
Gross Receipts
$3,636,515
Mission and Program Overview

Mission

Hermosa montessori is an award winning, tuition free public charter school. Our classrooms are supportive communities of students and teachers who respect children as unique individuals. Learning is focused on experience, investigation, and research through active engagement, not rote drill and memorization. The school is a community of lifelong learners which integrates montessori education with arizona academic standards to self-motivated, moral, socially and environmentally responsible individuals.

Hermosa montessori charter school is a community of lifelong learners which integrates montessori education with az academic standards to foster self-motivated, moral, socially, and environmentally responsible individuals.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$567,099$1,171,194▲ $604,095
Land, Buildings, and Equipment, Net$523,389$461,169▼ $62,220
Savings and Temporary Cash Investments$839,893$169,851▼ $670,042
Accounts Receivable$7,019$100,948▲ $93,929
Total Assets$1,937,400$1,903,162▼ $34,238
Liabilities
Accounts Payable and Accrued Expenses$107,874$118,095▲ $10,221
Total Liabilities$107,874$118,095▲ $10,221
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,422,500$1,300,776▼ $121,724
Net Assets With Donor Restrictions$407,026$484,291▲ $77,265
Total Net Assets Fund Balance$1,829,526$1,785,067▼ $44,459
Total Liabilities and Net Assets / Fund Balance$1,937,400$1,903,162▼ $34,238

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$394,007$615,212$1,009,219
Other Land Buildings$67,162$45,248$112,410
Equipment$0$54,713$54,713
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Chris MontgomeryMemberFT$86,380$7,761$94,141
Theresa GarroneMemberFT$66,603$7,242$73,845
Sheila StolovPresident & CEOFT$52,646$1,579$54,225

Board Members and Trustees

NameTitle
Clarlyn ElderMember
Ron SchifmanVP/secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$2,599,150
Program Service Revenue
$268,252
Investment Income
$52,454
Other Revenue
$1,722
All Other Contributions
$2,514,804
Change in Net Assets
$-40,339

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,913,498
Revenue Not Reported on Financial Statements
$8,079
Revenue Not Reported on Form 990
$-4,119
Total Revenue per Audited Statements
$2,909,379
Total Revenue per Form 990
$2,921,577
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,166,001
Other Expenses$795,916
Total Fundraising Expense$128
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,449,440$186,679-$1,636,119
Current Officers, Directors, Trustees, and Key Employees$36,000$201,814-$237,814
Occupancy$163,867$18,207-$182,074
Other Employee Benefits$106,448$37,772-$144,220
Fees for Services Other$136,282$6,980-$143,262
Payroll Taxes$96,758$25,912-$122,670
Depreciation Depletion$56,798$5,422-$62,220
Fees for Services Accounting-$60,350-$60,350
Office Expenses-$50,704-$50,704
Pension Plan Contributions$15,359$9,819-$25,178
Other Expenses$18,540$458$128$18,998
Advertising-$13,463-$13,463
Fees for Service Investment Mgmnt Fees-$8,079-$8,079
Travel$316$225-$541
Fees for Services Legal-$200-$200
Total Functional Expenses$2,303,884$657,905$128$2,961,917

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,961,917
Expenses per Audited Statements$2,953,838
Total Expenses per Audited Statements$2,953,838
Expenses Not Reported on Financial Statements$8,079
Expenses Not Reported on Form 990$0
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Sheila StolovBoard OfficerBldg LeaseNo$185,568
Clara SchifmanSee BelowSalary - Ess Director & School PsychologistNo$99,948
Lee Mike GarroneSee BelowSalary - It DirectorNo$48,905
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
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, Part VI, Section A, Line 2

Line 2 explanation - ron schifman, the board's vp/secretary is the husband of ceo/board president, sheila stolov. Lee michael garrone is the it director and the brother of board member, theresa garrone. Clara shifman is the ess director and is the daughter of board members sheila stolov and ron schifman.

Form 990, Part VI, Section B, Line 11B

The governing board will review the 990, compare it to the 2024-2025 afr and the 2024-2025 audit report. Once the form 990 is approved the return is released for filing.

Form 990, Part VI, Section B, Line 12C

All potential conflicts of interest are reviewed by the full governing board.

Form 990, Part VI, Section B, Line 15A

Hermosa uses a compensation study to establish the ceo's compensation.

Form 990, Part VI, Section C, Line 19

Copies of hermosa's documents, policies, and financial statements are kept in a binder in the administrative office and arve available for the public upon request. Hermosa publishes policies and financial statements on their website under the compliance tab.

Filing and Contact Details

Filer

Filer Name
Hermosa Montessori Charter School
EIN
86-0873390
Phone
5207495518
Address
12051 E FT LOWELL ROAD, TUCSON, AZ 85749

Signing Officer

Name
Sheila Stolov
Title
President
Phone
5207495518
Signed
2026-02-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sheila Stolov
Formed
1997
Legal Domicile
Az
Voting Board Members
5
Independent Board Members
2
Employees
53
Volunteers
36

Preparer

Firm
Hbl Cpas Pc
Address
5470 E BROADWAY, TUCSON, AZ 85711
Preparer
Laura Randol
Phone
5208863181
Raw XML AppendixShowing 400 of 451 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.

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IRS990/ActivityOrMissionDesc0HERMOSA MONTESSORI CHARTER SCHOOL IS A COMMUNITY OF LIFELONG LEARNERS WHICH INTEGRATES MONTESSORI EDUCATION WITH AZ ACADEMIC STANDARDS TO FOSTER SELF-MOTIVATED, MORAL, SOCIALLY, AND ENVIRONMENTALLY RESPONSIBLE INDIVIDUALS.
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IRS990/Desc0HERMOSA STUDENTS PARTICIPATE IN STATE MANDATED TESTING ALONG WITH ALL PUBLIC SCHOOL STUDENTS. AS A MEASURE OF SUCCESS, HERMOSA CONSISTENTLY EXCELS IN SCORING AN 'A' RATING, THE HIGHEST RANK ARIZONA AWARDS TO SCHOOLS. THESE HIGH TEST SCORES ARE CONSISTENTLY ACHIEVED WITHOUT A "TEST DRIVEN" CURRICULUM. UNLIKE MANY OTHER SCHOOLS, OUR STUDENTS DON'T SPEND THE MAJORITY OF THEIR DAYS PRACTICING FOR THE TEST. THE SCHOOL'S EDUCATIONAL APPROACH IS DESIGNED NOT ONLY TO TEACH CHILDREN BASIC SKILLS AND INFORMATION. OUR PROGRAM FOCUSES ON "GROWING GOOD PEOPLE" THROUGH OUR STRONG VIRTUE PROGRAM AND CURRICULUM. A VARIETY OF EXTRACURRICULAR PROGRAMS THAT RANGE FROM MUSIC, CHOIR, ART, COOKING, GARDENING, MARTIAL ARTS, DRAMA, CHESS, YOGA, FOOTBALL, AND WIFFLE BALL ENHANCE STUDENT OPPORTUNITIES AND THE COMMUNITYOUR PEER TUTORING PROGRAM FURTHER ENHANCES THE COLLABORATIVE SPIRIT WITHIN OUR SCHOOL COMMUNITY. OLDER STUDENTS ARE PAIRED WITH YOUNGER ONES, CREATING A SUPPORTIVE NETWORK WHERE KNOWLEDGE IS SHARED AND FRIENDSHIPS ARE FORGED. THIS PROGRAM NOT ONLY STRENGTHENS ACADEMIC SKILLS BUT ALSO NURTURES A SENSE OF MENTORSHIP AND CAMARADERIE AMONG OUR STUDENTS. ADDITIONALLY, HERMOSA MONTESSORI SCHOOL TAKES PRIDE IN ITS COMMITMENT TO INDIVIDUALIZED INSTRUCTION. RECOGNIZING THAT EACH STUDENT IS UNIQUE, OUR EDUCATORS TAILOR THEIR TEACHING METHODS TO CATER TO THE SPECIFIC NEEDS AND LEARNING STYLES OF EACH CHILD. THIS PERSONALIZED APPROACH ENSURES THAT EVERY STUDENT RECEIVES THE ATTENTION AND GUIDANCE NECESSARY TO THRIVE ACADEMICALLY AND PERSONALLY. THESE PROGRAMS, INTEGRATED SEAMLESSLY INTO OUR MONTESSORI EDUCATION FRAMEWORK, CONTRIBUTE TO THE HOLISTIC DEVELOPMENT OF OUR STUDENTS, ALIGNING WITH OUR NON-PROFIT MISSION TO NURTURE SELF-MOTIVATED, MORAL, SOCIAL, AND ENVIRONMENTALLY RESPONSIBLE INDIVIDUALS. THROUGH GARDENING, PEER TUTORING, AND INDIVIDUALIZED INSTRUCTION, HERMOSA MONTESSORI SCHOOL CONTINUES TO MAKE A LASTING IMPACT ON THE LIVES OF OUR STUDENTS, PREPARING THEM FOR A FUTURE OF LIFELONG LEARNING AND SUCCESS.
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IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0715173
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0523389
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0461169
IRS990/LandBldgEquipCostOrOtherBssAmt01176342
IRS990/LegalDomicileStateCd0AZ
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0714937
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0HERMOSA MONTESSORI IS AN AWARD WINNING, TUITION FREE PUBLIC CHARTER SCHOOL. OUR CLASSROOMS ARE SUPPORTIVE COMMUNITIES OF STUDENTS AND TEACHERS WHO RESPECT CHILDREN AS UNIQUE INDIVIDUALS. LEARNING IS FOCUSED ON EXPERIENCE, INVESTIGATION, AND RESEARCH THROUGH ACTIVE ENGAGEMENT, NOT ROTE DRILL AND MEMORIZATION. THE SCHOOL IS A COMMUNITY OF LIFELONG LEARNERS WHICH INTEGRATES MONTESSORI EDUCATION WITH ARIZONA ACADEMIC STANDARDS TO SELF-MOTIVATED, MORAL, SOCIALLY AND ENVIRONMENTALLY RESPONSIBLE INDIVIDUALS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01829526
IRS990/NetAssetsOrFundBalancesEOYAmt01785067
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt06470
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt06470
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-4119
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01422500
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01300776
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt018207
IRS990/OccupancyGrp/ProgramServicesAmt0163867
IRS990/OccupancyGrp/TotalAmt0182074
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt050704
IRS990/OfficeExpensesGrp/TotalAmt050704
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt037772
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0106448
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0144220
IRS990/OtherExpensesGrp/Desc0RENT
IRS990/OtherExpensesGrp/Desc1SUPPLIES
IRS990/OtherExpensesGrp/Desc2MEALS
IRS990/OtherExpensesGrp/FundraisingAmt0128
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt018557
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt113264
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2458
IRS990/OtherExpensesGrp/ProgramServicesAmt0167011
IRS990/OtherExpensesGrp/ProgramServicesAmt157065
IRS990/OtherExpensesGrp/ProgramServicesAmt218540
IRS990/OtherExpensesGrp/TotalAmt0185568
IRS990/OtherExpensesGrp/TotalAmt170457
IRS990/OtherExpensesGrp/TotalAmt218998
IRS990/OtherRevenueMiscGrp/BusinessCd0611710
IRS990/OtherRevenueMiscGrp/BusinessCd1611710
IRS990/OtherRevenueMiscGrp/Desc0FUNDRAISING INCOME
IRS990/OtherRevenueMiscGrp/Desc1OTHER INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt01335
IRS990/OtherRevenueMiscGrp/ExclusionAmt1387
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01335
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1387
IRS990/OtherRevenueTotalAmt01722
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0186679
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01449440
IRS990/OtherSalariesAndWagesGrp/TotalAmt01636119
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt025912
IRS990/PayrollTaxesGrp/ProgramServicesAmt096758
IRS990/PayrollTaxesGrp/TotalAmt0122670
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt09819
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt015359
IRS990/PensionPlanContributionsGrp/TotalAmt025178
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0SHEILA STOLOV
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVICE FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0268252
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0268252
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02441883
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0-99579
IRS990/PYOtherExpensesAmt0811138
IRS990/PYOtherRevenueAmt0758
IRS990/PYProgramServiceRevenueAmt0190433
IRS990/PYRevenuesLessExpensesAmt0-408749
IRS990/PYSalariesCompEmpBnftPaidAmt02131106
IRS990/PYTotalExpensesAmt02942244
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02533495
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-40339
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0268252
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0839893
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0169851
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/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt054713
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt054713
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt08079
IRS990ScheduleD/ExpensesSubtotalAmt02953838
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt08079
IRS990ScheduleD/InvestmentExpensesNotIncldAmt08079
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0394007
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0615212
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt01009219
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-4119
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt067162
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt045248
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0112410
IRS990ScheduleD/RevenueNotReportedAmt0-4119
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt08079
IRS990ScheduleD/RevenueSubtotalAmt02913498
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0461169
IRS990ScheduleD/TotalExpensesPerForm990Amt02961917
IRS990ScheduleD/TotalRevenuePerForm990Amt02921577
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02909379
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02953838
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd01
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE SCHOOL'S RACIALLY NONDISCRIMINATORY POLICY IS STATED AT PARENT MEETINGS AND DURING RECRUITING MEETINGS, AND DOCUMENTED ON ENROLLMENT FORMS. THE POLICY IS ALSO LISTED ON THE SCHOOL'S WEBSITE.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1FINANCIAL AID OR GOVERNMENT ASSISTANCE EXPLANATION THE SCHOOL RECEIVES STATE EQUALIZATION, CLASSROOM SITE, AND INSTRUCTIONAL IMPROVEMENT FUNDS FROM THE STATE OF ARIZONA. THE SCHOOL ALSO APPLIES FOR AND RECEIVES GRANT FUNDING, MAINLY FOR SPECIAL EDUCATION SERVICES, FROM THE FEDERAL GOVERNMENT.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, PART I, LINE 6
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0SHEILA STOLOV
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm1LEE MIKE GARRONE
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm2CLARA SCHIFMAN
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0BOARD OFFICER
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt1SEE BELOW
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt2SEE BELOW
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd10
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd20
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt0185568
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt148905
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt299948
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0BLDG LEASE
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc1SALARY - IT DIRECTOR
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc2SALARY - ESS DIRECTOR & SCHOOL PSYCHOLOGIST
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt0SHEILA STOLOV IS THE CEO/BOARD PRESIDENT. SHE LEASES THE BUILDING TO THE SCHOOL.LEE MICHAEL GARRONE IS THE BROTHER OF BOARD MEMBER THERESA GARRONE AND IS THE ORGANIZATION'S IT DIRECTOR.CLARA SCHIFMAN IS THE DAUGHTER OF BOARD OFFICERS RON SCHIFMAN AND SHEILA STOLOV. SHE IS THE ORGANIZATION'S ESS DIRECTOR.
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc0SUPPLEMENTAL INFORMATION
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LINE 2 EXPLANATION - RON SCHIFMAN, THE BOARD'S VP/SECRETARY IS THE HUSBAND OF CEO/BOARD PRESIDENT, SHEILA STOLOV. LEE MICHAEL GARRONE IS THE IT DIRECTOR AND THE BROTHER OF BOARD MEMBER, THERESA GARRONE. CLARA SHIFMAN IS THE ESS DIRECTOR AND IS THE DAUGHTER OF BOARD MEMBERS SHEILA STOLOV AND RON SCHIFMAN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE GOVERNING BOARD WILL REVIEW THE 990, COMPARE IT TO THE 2024-2025 AFR AND THE 2024-2025 AUDIT REPORT. ONCE THE FORM 990 IS APPROVED THE RETURN IS RELEASED FOR FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL POTENTIAL CONFLICTS OF INTEREST ARE REVIEWED BY THE FULL GOVERNING BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3HERMOSA USES A COMPENSATION STUDY TO ESTABLISH THE CEO'S COMPENSATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COPIES OF HERMOSA'S DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE KEPT IN A BINDER IN THE ADMINISTRATIVE OFFICE AND ARVE AVAILABLE FOR THE PUBLIC UPON REQUEST. HERMOSA PUBLISHES POLICIES AND FINANCIAL STATEMENTS ON THEIR WEBSITE UNDER THE COMPLIANCE TAB.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0AZ
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0PRESCHOOL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0HERMOSA MONTESSORI SCHOOL INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt012051 E FT LOWELL RD
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0TUCSON
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0AZ
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd085749
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01937400
IRS990/TotalAssetsEOYAmt01903162
IRS990/TotalAssetsGrp/BOYAmt01937400
IRS990/TotalAssetsGrp/EOYAmt01903162
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt02599150
IRS990/TotalEmployeeCnt053
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0128
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0657905
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02303884
IRS990/TotalFunctionalExpensesGrp/TotalAmt02961917
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0107874
IRS990/TotalLiabilitiesEOYAmt0118095
IRS990/TotalLiabilitiesGrp/BOYAmt0107874
IRS990/TotalLiabilitiesGrp/EOYAmt0118095
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01829526
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01785067
IRS990/TotalOtherCompensationAmt016582
IRS990/TotalProgramServiceExpensesAmt02303884
IRS990/TotalProgramServiceRevenueAmt0268252
IRS990/TotalReportableCompFromOrgAmt0205629

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