Civic Intelligence

Lehi Montessori Inc

EIN 86-0993300 • 501(c)3 • Mesa, AZ

Profile

Private Montessori school providing educational services to students in Grades K-6. Prior to this fiscal year, the school operated under an Arizona Charter. Effective this year, the school operates privately.

2415 N Terrace ZCircleMesa, AZ 85203

www.lehimontessori.com

Siviq Scores

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

Liabilities / Assets

64th percentile

0.01x

Higher debt load relative to assets than 64% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.01x

Higher debt load relative to revenue than 66% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

29th percentile

-11%

Higher net margin than 29% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

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

Asset Growth

39th percentile

-9.7%

Faster asset growth than 39% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

45th percentile

-4.7%

Faster revenue growth than 45% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets64th percentile

Assets

Down

$444,792

Down $47,709 (-9.7%) from 2023

Liabilities

Up

$2,583

Up $1,023 (+66%) from 2023

Net Assets

Down

$442,209

Down $48,732 (-9.9%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin29th percentile

Revenue

Down

$426,986

Down $21,280 (-4.7%) from 2023

Expenses

Up

$475,718

Up $123,682 (+35%) from 2023

Net Income

Down

-$48,732

Down $144,962 (-151%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth39th percentile

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

$600K$400K$200K$0Assets 2010: $415,639Liabilities 2010: $139,339Net Assets 2010: $276,3002010Assets 2011: $354,630Liabilities 2011: $134,837Net Assets 2011: $219,7932011Assets 2012: $323,725Liabilities 2012: $120,388Net Assets 2012: $203,3372012Assets 2013: $302,206Liabilities 2013: $104,639Net Assets 2013: $197,5672013Assets 2014: $344,303Liabilities 2014: $82,798Net Assets 2014: $261,5052014Assets 2015: $300,565Liabilities 2015: $64,937Net Assets 2015: $235,6282015Assets 2016: $318,186Liabilities 2016: $43,953Net Assets 2016: $274,2332016Assets 2017: $298,737Liabilities 2017: $24,733Net Assets 2017: $274,0042017Assets 2018: $313,022Liabilities 2018: $6,347Net Assets 2018: $306,6752018Assets 2019: $281,594Liabilities 2019: $15,997Net Assets 2019: $265,5972019Assets 2020: $313,744Liabilities 2020: $6,269Net Assets 2020: $307,4752020Assets 2021: $348,922Liabilities 2021: $3,144Net Assets 2021: $345,7782021Assets 2022: $396,690Liabilities 2022: $1,973Net Assets 2022: $394,7172022Assets 2023: $492,501Liabilities 2023: $1,560Net Assets 2023: $490,9412023Assets 2024: $444,792Liabilities 2024: $2,583Net Assets 2024: $442,2092024

Highlighted filing

2024

Assets$444,792
Liabilities$2,583
Net Assets$442,209
Open 2024 Filing

Operations Trend

Revenue Growth45th percentile

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

$600K$400K$200K$0-$200KRevenue 2010: $299,797Expenses 2010: $331,426Net Income 2010: -$31,6292010Revenue 2011: $284,611Expenses 2011: $341,118Net Income 2011: -$56,5072011Revenue 2012: $295,147Expenses 2012: $311,603Net Income 2012: -$16,4562012Revenue 2013: $333,960Expenses 2013: $339,442Net Income 2013: -$5,4822013Revenue 2014: $343,109Expenses 2014: $318,365Net Income 2014: $24,7442014Revenue 2015: $349,592Expenses 2015: $338,872Net Income 2015: $10,7202015Revenue 2016: $361,915Expenses 2016: $323,278Net Income 2016: $38,6372016Revenue 2017: $359,028Expenses 2017: $359,257Net Income 2017: -$2292017Revenue 2018: $385,124Expenses 2018: $352,452Net Income 2018: $32,6722018Revenue 2019: $376,752Expenses 2019: $417,830Net Income 2019: -$41,0782019Revenue 2020: $376,333Expenses 2020: $334,456Net Income 2020: $41,8772020Revenue 2021: $313,065Expenses 2021: $274,396Net Income 2021: $38,6692021Revenue 2022: $351,142Expenses 2022: $302,203Net Income 2022: $48,9392022Revenue 2023: $448,266Expenses 2023: $352,036Net Income 2023: $96,2302023Revenue 2024: $426,986Expenses 2024: $475,718Net Income 2024: -$48,7322024

Highlighted filing

2024

Revenue$426,986
Expenses$475,718
Net Income-$48,732
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$444,792
Liabilities
$2,583
Net assets
$442,209
Revenue
$426,986
Expenses
$475,718
Net income
-$48,732
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.45$0.03$4.42$4.27$4.76$0.49
2023Detailed filing. Detailed filing data is available for this year.$4.93$0.02$4.91$4.48$3.52$0.96
2022Detailed filing. Detailed filing data is available for this year.$3.97$0.02$3.95$3.51$3.02$0.49
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.49$0.03$3.46$3.13$2.74$0.39
2020Detailed filing. Detailed filing data is available for this year.$3.14$0.06$3.07$3.76$3.34$0.42
2019Detailed filing. Detailed filing data is available for this year.$2.82$0.16$2.66$3.77$4.18$0.41
2018Detailed filing. Detailed filing data is available for this year.$3.13$0.06$3.07$3.85$3.52$0.33
2017Summary only. Only limited summary data is available for this year.$2.99$0.25$2.74$3.59$3.59$0.00
2016Summary only. Only limited summary data is available for this year.$3.18$0.44$2.74$3.62$3.23$0.39
2015Summary only. Only limited summary data is available for this year.$3.01$0.65$2.36$3.50$3.39$0.11
2014Summary only. Only limited summary data is available for this year.$3.44$0.83$2.62$3.43$3.18$0.25
2013Summary only. Only limited summary data is available for this year.$3.02$1.05$1.98$3.34$3.39$0.05
2012Summary only. Only limited summary data is available for this year.$3.24$1.20$2.03$2.95$3.12$0.16
2011Summary only. Only limited summary data is available for this year.$3.55$1.35$2.20$2.85$3.41$0.57
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.16$1.39$2.76$3.00$3.31$0.32
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 14, 2025
Return Version
2023v6.0
Gross Receipts
$426,986
Mission and Program Overview

Mission

Charter school providing educational services to students in Grades K-6.

Private Montessori school providing educational services to students in Grades K-6. Prior to this fiscal year, the school operated under an Arizona Charter. Effective this year, the school operates privately.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$311,966$272,753▼ $39,213
Land, Buildings, and Equipment, Net$180,535$172,039▼ $8,496
Total Assets$492,501$444,792▼ $47,709
Liabilities
Accounts Payable and Accrued Expenses$1,560$2,583▲ $1,023
Total Liabilities$1,560$2,583▲ $1,023
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$490,941$442,209▼ $48,732
Total Net Assets Fund Balance$490,941$442,209▼ $48,732
Total Liabilities and Net Assets / Fund Balance$492,501$444,792▼ $47,709

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$109,039$468,087-
Land$63,000--
Equipment-$139,774-
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Nathan JohnsonPresident
Justin JuddMember
Kathy DurfeeMember
Richard EldridgeMember
Jennifer ShoemakerSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$426,986
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-48,732
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$282,866
Other Expenses$192,852
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$203,023--$203,023
Current Officers, Directors, Trustees, and Key Employees$59,150--$59,150
Occupancy$55,052--$55,052
Other Expenses$21,575--$21,575
Fees for Services Accounting$20,700--$20,700
Payroll Taxes$20,124--$20,124
Insurance$9,965--$9,965
Depreciation Depletion$8,496--$8,496
Other Employee Benefits$569--$569
Fees for Services Other$269--$269
Total Functional Expenses$475,718$0$0$475,718
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
Yes
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Organizational document changes Part VI line 4

“The school surrendered its Arizona Charter and is now operating as a private school. Programs are unaffected, but funding sources have changed.”

Form 990 governing body review Part VI line 11

“Governing board reviews prior to filing.”

Conflict of interest policy compliance Part VI line 12C

“Conflict of interest policy is in place.”

CEO executive director top management comp Part VI line 15A

“Independent compensation review.”

Other officer or key employee compensation Part VI line 15B

“Independent compensation review.”

Governing documents etc available to public Part VI line 19

“Provided upon request.”

Filing and Contact Details

Filer

Filer Name
Lehi Montessori Inc
EIN
86-0993300
Address
2415 N Terrace ZCircle, Mesa, AZ 85203
Doing Business As
Lehi Montessori

Signing Officer

Name
Jennifer Shoemaker
Title
Director
Phone
4804642800
Signed
2025-10-14
Discuss with paid preparer
No

Organization Details

Formed
2000
Legal Domicile
Az
Voting Board Members
5
Independent Board Members
4
Employees
13

Preparer

Firm
Valley Business Services LLC
Address
1316 E Sarona Street, San Tan Valley, AZ 85143
Preparer
John MacFarlane
Phone
4808085512
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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The school surrendered its Arizona Charter and is now operating as a private school. Programs are unaffected, but funding sources have changed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Governing board reviews prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conflict of interest policy is in place.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Independent compensation review.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other officer or key employee compensation Part VI line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Governing documents etc available to public Part VI line 19
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Jennifer Shoemaker
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/PhoneNum04804642800
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Lehi Montessori Inc
ReturnHeader/Filer/BusinessNameControlTxt0LEHI
ReturnHeader/Filer/EIN0860993300
ReturnHeader/Filer/USAddress/AddressLine1Txt02415 N Terrace ZCircle
ReturnHeader/Filer/USAddress/CityNm0Mesa
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Valley Business Services LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01316 E Sarona Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Tan Valley
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085143
ReturnHeader/PreparerPersonGrp/PhoneNum04808085512
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John MacFarlane
ReturnHeader/ReturnTs02025-10-14T11:08:15-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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