Civic Intelligence

Azalea Montessori Elementary Nature School

990EZ • Fiscal year 2023 • EIN 92-1722263

Dec 31, 2022 to Jun 30, 2023 • Filed on Oct 12, 2023

Organization Profilewildflowerschools.org/oh/azalea

View Organization Page

4502 Carter AvenueCincinnati, OH 45212

(908) 468-6563

Siviq Scores

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

Liabilities / Assets

94th percentile

0.99x

Higher debt load relative to assets than 94% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

94th percentile

0.69x

Higher debt load relative to revenue than 94% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

26th percentile

-11%

Higher net margin than 26% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

94th percentile

$60,000

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 49.6% of source-year revenue.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Balance Sheet
Liabilities / Assets94th percentile

Assets

$84,307

No earlier filing loaded for comparison.

Net Assets

$1,092

No earlier filing loaded for comparison.

Liabilities

$83,215

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin26th percentile

Revenue

$121,043

No earlier filing loaded for comparison.

Expenses

$134,540

No earlier filing loaded for comparison.

Net Income

-$13,497

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$150K$100K$50K$0-$50KAssets 2023: $84,307Liabilities 2023: $83,215Net Assets 2023: $1,0922023Assets 2024: $72,182Liabilities 2024: $110,695Net Assets 2024: -$38,5132024Assets 2025: $128,320Liabilities 2025: $130,574Net Assets 2025: -$2,2542025

Highlighted filing

2023

Assets$84,307
Liabilities$83,215
Net Assets$1,092
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KRevenue 2023: $121,043Expenses 2023: $134,540Net Income 2023: -$13,4972023Revenue 2024: $378,989Expenses 2024: $413,353Net Income 2024: -$34,3642024Revenue 2025: $507,304Expenses 2025: $474,806Net Income 2025: $32,4982025

Highlighted filing

2023

Revenue$121,043
Expenses$134,540
Net Income-$13,497
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Dec 31, 2022 to Jun 30, 2023
Signed
Oct 12, 2023
Return Version
2022v5.0
Gross Receipts
$121,043
Mission and Program Overview

Mission

To provide high-quality elementary Montessori education to all children regardless of racial, ethnic or economic background.

To provide high-quality elementary Montessori education to all children regardless of racial,ethnic or economic background.

Program Services

DescriptionGrantsExpenses
To provide elementary Montessori education includinga school year program, summer camp, and after schoolcare.$0$111,435
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Josh ShanklinExecutive DirectorFT$60,000-$60,000
Jason WatersSecretaryFT$60,000-$60,000
Jeana OlszewskiCo-Founder-$0--
Sara GensicMember-$0--
Erick BlenkMember-$0--
Filing and Contact Details

Filer

Filer Name
Azalea Montessori Elementary Nature School
EIN
92-1722263
Phone
9084686563
Address
4502 Carter Avenue, Cincinnati, OH 45212

Signing Officer

Name
Josh Shanklin
Title
Executive Director
Phone
9084686563
Signed
2023-10-12

Preparer

Firm
Locey Mitchell & Associates Ltd
Address
4760 Red Bank Expressway Suite 222, Cincinnati, OH 45227
Preparer
Emily Mitchell
Phone
5132813333
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“Educational Materials 13814.”

Form 990EZ, Part I, Line 16

“Bus Expenses 2302.”

Form 990EZ, Part I, Line 16

“Insurance 621.”

Form 990EZ, Part I, Line 16

“Wildflower Fees - Parent Org 10505.”

Form 990EZ, Part I, Line 16

“Training/Development 1073.”

Form 990EZ, Part I, Line 16

“Travel 1866.”

Form 990EZ, Part I, Line 16

“Student Snacks 1678.”

Form 990EZ, Part I, Line 16

“Misc Tax and Bank Fees 384.”

Form 990EZ, Part I, Line 16

“Miscellaneous 1503.”

Form 990EZ, Part II, Line 24

“Accounts Receivable 6622. 15188.”

Form 990EZ, Part II, Line 24

“(2) Passenger Busses 12500. 12500.”

Form 990EZ, Part II, Line 24

“Camp Shelters 0. 9812.”

Form 990EZ, Part II, Line 24

“Classroom Furniture 8125. 8125.”

Form 990EZ, Part II, Line 26

“Credit Card 17915.”

Form 990EZ, Part II, Line 26

“Payroll Taxes 5300.”

Form 990EZ, Part II, Line 26

“Wildflower Loan 60000. 60000.”

Raw XML Appendix196 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum09084686563
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04221 Ivanhoe Avenue
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Cincinnati
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd045212
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt047342
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt038682
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IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
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IRS990EZ/OccupancyRentUtltsAndMaintAmt010004
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt060000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt260000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Josh Shanklin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Jeana Olszewski
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Jason Waters
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Sara Gensic
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Erick Blenk
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Executive Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Co-founder
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Member
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt027247
IRS990EZ/OtherAssetsTotalDetail/EOYAmt045625
IRS990EZ/OtherExpensesTotalAmt033746
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To provide high-quality elementary Montessori education to all children regardless of racial,ethnic or economic background.
IRS990EZ/PrintingPublicationsPostageAmt015
IRS990EZ/ProgramServiceRevenueAmt0121043
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0To provide elementary Montessori education includinga school year program, summer camp, and after schoolcare.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0111435
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt088406
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0true
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt060000
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt083215
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0134540
IRS990EZ/TotalProgramServiceExpensesAmt0111435
IRS990EZ/TotalRevenueAmt0121043
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0wildflowerschools.org/oh/azalea
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal509Amt00
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/ExplanationTxt0Educational Materials 13814.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Bus Expenses 2302.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance 621.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Wildflower Fees - Parent Org 10505.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Training/Development 1073.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Travel 1866.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Student Snacks 1678.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Misc Tax and Bank Fees 384.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Miscellaneous 1503.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Accounts Receivable 6622. 15188.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10(2) Passenger Busses 12500. 12500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Camp Shelters 0. 9812.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Classroom Furniture 8125. 8125.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Credit Card 17915.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Payroll Taxes 5300.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Wildflower Loan 60000. 60000.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990EZ, Part II, Line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990EZ, Part II, Line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990EZ, Part II, Line 26
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Josh Shanklin
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/PhoneNum09084686563
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Azalea Montessori Elementary Nature School
ReturnHeader/Filer/BusinessNameControlTxt0AZAL
ReturnHeader/Filer/EIN0921722263
ReturnHeader/Filer/PhoneNum09084686563
ReturnHeader/Filer/USAddress/AddressLine1Txt04502 Carter Avenue
ReturnHeader/Filer/USAddress/CityNm0Cincinnati
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045212
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0311683754
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Locey Mitchell & Associates Ltd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04760 Red Bank Expressway Suite 222
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Cincinnati
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045227
ReturnHeader/PreparerPersonGrp/PhoneNum05132813333
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Emily Mitchell
ReturnHeader/ReturnTs02023-10-17T10:33:18-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Josh
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Shanklin
ReturnHeader/TaxPeriodBeginDt02022-12-31
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$84,307
Liabilities
$83,215
Net assets
$1,092
Revenue
$121,043
Expenses
$134,540
Net income
-$13,497
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.28$1.31$0.02$5.07$4.75$0.32
2024Detailed filing. Detailed filing data is available for this year.$0.72$1.11$0.39$3.79$4.13$0.34
2023Detailed filing. Detailed filing data is available for this year.$0.84$0.83$0.01$1.21$1.35$0.13