Civic Intelligence

Hawaii Montessori Inc

EIN 99-0199335 • 501(c)3 • Kailua Kona, HI

Profile

To prepare for peace by providing nurturing prepared environments where children, parents, and staff joyfully develop their esteem, discipline, independence and community responsibilities to their fullest potential.

74-978 Manawalea StKailua Kona, HI 96740

hawaiimontessori.org

Siviq Scores

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

Liabilities / Assets

74th percentile

0.30x

Higher debt load relative to assets than 74% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

73rd percentile

0.30x

Higher debt load relative to revenue than 73% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

44th percentile

1.7%

Higher net margin than 44% of similar nonprofits.

501(c)3 • $1M-$5M 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

62nd percentile

8.6%

Faster asset growth than 62% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

24th percentile

-7.4%

Faster revenue growth than 24% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$808,013

Up $63,721 (+8.6%) from 2023

Liabilities

Down

$241,325

Down $26,124 (-9.8%) from 2023

Net Assets

Up

$566,688

Up $89,845 (+19%) from 2023

Revenue

Down

$803,479

Down $63,951 (-7.4%) from 2023

Expenses

Up

$789,511

Up $69,639 (+9.7%) from 2023

Net Income

Down

$13,968

Down $133,590 (-91%) from 2023

Trend Graphs

Balance Sheet Trend

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

$1.0M$500K$0-$500KAssets 2010: $370,571Liabilities 2010: $505,312Net Assets 2010: -$134,7412010Assets 2011: $169,072Liabilities 2011: $422,405Net Assets 2011: -$253,3332011Assets 2012: $246,513Liabilities 2012: $397,724Net Assets 2012: -$151,2112012Assets 2013: $229,440Liabilities 2013: $371,093Net Assets 2013: -$141,6532013Assets 2014: $193,845Liabilities 2014: $412,352Net Assets 2014: -$218,5072014Assets 2015: $307,356Liabilities 2015: $450,344Net Assets 2015: -$142,9882015Assets 2016: $336,711Liabilities 2016: $376,628Net Assets 2016: -$39,9172016Assets 2017: $452,528Liabilities 2017: $346,459Net Assets 2017: $106,0692017Assets 2018: $558,270Liabilities 2018: $352,764Net Assets 2018: $205,5062018Assets 2019: $670,901Liabilities 2019: $333,022Net Assets 2019: $337,8792019Assets 2020: $678,166Liabilities 2020: $341,067Net Assets 2020: $337,0992020Assets 2021: $648,331Liabilities 2021: $274,807Net Assets 2021: $373,5242021Assets 2022: $613,311Liabilities 2022: $287,468Net Assets 2022: $325,8432022Assets 2023: $744,292Liabilities 2023: $267,449Net Assets 2023: $476,8432023Assets 2024: $808,013Liabilities 2024: $241,325Net Assets 2024: $566,6882024

Highlighted filing

2024

Assets$808,013
Liabilities$241,325
Net Assets$566,688

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $1,016,1952010Expenses 2011: $920,2952011Expenses 2012: $840,6302012Expenses 2013: $829,5482013Revenue 2014: $790,337Expenses 2014: $867,191Net Income 2014: -$76,8542014Revenue 2015: $987,983Expenses 2015: $912,464Net Income 2015: $75,5192015Revenue 2016: $1,133,523Expenses 2016: $1,030,452Net Income 2016: $103,0712016Revenue 2017: $1,198,113Expenses 2017: $1,052,127Net Income 2017: $145,9862017Revenue 2018: $790,487Expenses 2018: $691,051Net Income 2018: $99,4362018Revenue 2019: $776,549Expenses 2019: $644,176Net Income 2019: $132,3732019Revenue 2020: $572,034Expenses 2020: $572,814Net Income 2020: -$7802020Revenue 2021: $524,847Expenses 2021: $488,422Net Income 2021: $36,4252021Revenue 2022: $658,070Expenses 2022: $721,006Net Income 2022: -$62,9362022Revenue 2023: $867,430Expenses 2023: $719,872Net Income 2023: $147,5582023Revenue 2024: $803,479Expenses 2024: $789,511Net Income 2024: $13,9682024

Highlighted filing

2024

Revenue$803,479
Expenses$789,511
Net Income$13,968

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.81$0.24$0.57$0.80$0.79$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.74$0.27$0.48$0.87$0.72$0.15
2022Detailed filing. Detailed filing data is available for this year.$0.61$0.29$0.33$0.66$0.72$0.06
2021Detailed filing. Detailed filing data is available for this year.$0.65$0.27$0.37$0.52$0.49$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.68$0.34$0.34$0.57$0.57$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.67$0.33$0.34$0.78$0.64$0.13
2018Detailed filing. Detailed filing data is available for this year.$0.56$0.35$0.21$0.79$0.69$0.10
2017Detailed filing. Detailed filing data is available for this year.$0.45$0.35$0.11$1.20$1.05$0.15
2016Detailed filing. Detailed filing data is available for this year.$0.34$0.38$0.04$1.13$1.03$0.10
2015Detailed filing. Detailed filing data is available for this year.$0.31$0.45$0.14$0.99$0.91$0.08
2014Detailed filing. Detailed filing data is available for this year.$0.19$0.41$0.22$0.79$0.87$0.08
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.23$0.37$0.14$0.83
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.25$0.40$0.15$0.84
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.17$0.42$0.25$0.92
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.37$0.51$0.13$1.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Aug 1, 2023 to Jul 31, 2024
Signed
Jun 13, 2025
Return Version
2023v6.0
Gross Receipts
$1,047,232
Mission and Program Overview

Mission

To prepare for peace by providing nurturing prepared environments where children, parents, and staff joyfully develop their esteem, discipline, independence and community responsibilities to their fullest potential.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$494,272$527,674▲ $33,402
Cash and Non-Interest-Bearing Accounts$221,626$227,929▲ $6,303
Land, Buildings, and Equipment, Net$10,553$23,755▲ $13,202
Other Notes and Loans Receivable, Net$14,186--
Total Assets$744,292$808,013▲ $63,721
Other Assets Total$3,655$28,655▲ $25,000
Liabilities
Other Liabilities$267,449$241,325▼ $26,124
Total Liabilities$267,449$241,325▼ $26,124
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$476,843$566,688▲ $89,845
Total Net Assets Fund Balance$476,843$566,688▲ $89,845
Total Liabilities and Net Assets / Fund Balance$744,292$808,013▲ $63,721

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$23,755$257,035$280,790
Compensation and Service Providers

Board Members and Trustees

NameTitle
Christine BogdanovitchPresident
Carolina PielDirector
Wyatt CarpenterDirector
Allison PalmgrenSecretary
Steven PineTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$792,508
Investment Income
$-18,143
Other Revenue
$29,114
Change in Net Assets
$13,968
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$582,977
Other Expenses$205,407
Total Fundraising Expense$3,549
Professional Fundraising Fees$1,127
Grants and Similar Amounts Paid$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$368,026$122,675-$490,701
Other Employee Benefits$36,190$12,063-$48,253
Payroll Taxes$33,017$11,006-$44,023
All Other Expenses$21,213$6,692$2,422$30,327
Occupancy$18,330$6,110-$24,440
Insurance$17,232$5,744-$22,976
Fees for Services Other$13,995$4,665-$18,660
Fees for Services Accounting$11,780$3,927-$15,707
Information Technology$8,875$1,410-$10,285
Other Expenses$10,236$2,651-$10,236
Office Expenses$9,431--$9,431
Advertising$4,376$1,459-$5,835
Depreciation Depletion$4,300$1,436-$5,736
Fees for Services Legal$1,125$375-$1,500
Fees for Services Professional Fundraising--$1,127$1,127
Total Functional Expenses$595,831$190,131$3,549$789,511
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$31,536
Fundraising Direct Expenses$2,422
Professional Fundraising Fees$1,127

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
March Pizza Fri$15,768$15,768-$15,768
Movie Night$15,768$15,768$2,422$13,346
Total Events$31,536$31,536$2,422$29,114
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Lease Payable$239,280
Uncleared Paycheck$1,013
Payroll Clearing$950
Payroll Tax$82
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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

Form 990, Part VI

Disclosures are made upon the public's request. The board president reviews the annual 990 prior to submission

Form 990, Page 6, Part VI, Line 11B

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 12C

The board of directors enforces conflicts of interest which are discussed at board meetings and are noted in board minutes.

Form 990, Page 6, Part VI, Line 15A

The compensation of the executive director is determined by the board president and other board members.

Form 990, Page 6, Part VI, Line 15B

Same process as described above.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Hawaii Montessori Inc
EIN
99-0199335
Phone
8083290700
Address
74-978 MANAWALEA ST, KAILUA KONA, HI 96740

Signing Officer

Name
Christine Bogdanovitch
Title
President
Phone
8083290700
Signed
2025-06-13

Organization Details

Principal Officer
Allison Palmgren
Formed
1980
Legal Domicile
Hi
Voting Board Members
5
Independent Board Members
5
Employees
25
Volunteers
30

Preparer

Firm
Jacob Burrill CPA
Address
75-1000 HENRY ST STE 203, KAILUA KONA, HI 96740
Preparer
Jacob Burrill CPA
Phone
8084646277
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

Adjustment to accumulated depreciation 27,721

Raw XML Appendix380 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/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0792508
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt023755
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0257035
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0280790
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0239280
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11013
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2950
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt382
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0LEASE PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1UNCLEARED PAYCHECK
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2PAYROLL CLEARING
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3PAYROLL TAX
IRS990ScheduleD/TotalBookValueLandBuildingsAmt023755
IRS990ScheduleD/TotalLiabilityAmt0241325
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
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS A WRITTEN NON-DESCRIMINATION POLICY.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, LINE 3
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0MARCH PIZZA FRI
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0MOVIE NIGHT
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt015768
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt031536
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt015768
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt015768
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt031536
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt029114
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt02422
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt02422
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DISCLOSURES ARE MADE UPON THE PUBLIC'S REQUEST. THE BOARD PRESIDENT REVIEWS THE ANNUAL 990 PRIOR TO SUBMISSION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF DIRECTORS ENFORCES CONFLICTS OF INTEREST WHICH ARE DISCUSSED AT BOARD MEETINGS AND ARE NOTED IN BOARD MINUTES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE COMPENSATION OF THE EXECUTIVE DIRECTOR IS DETERMINED BY THE BOARD PRESIDENT AND OTHER BOARD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SAME PROCESS AS DESCRIBED ABOVE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ADJUSTMENT TO ACCUMULATED DEPRECIATION 27,721
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI
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 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XI, LINE 9
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IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt0808013
IRS990/TotalAssetsGrp/BOYAmt0744292
IRS990/TotalAssetsGrp/EOYAmt0808013
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt025
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt03549
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0190131
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0595831
IRS990/TotalFunctionalExpensesGrp/TotalAmt0789511
IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesEOYAmt0241325
IRS990/TotalLiabilitiesGrp/BOYAmt0267449
IRS990/TotalLiabilitiesGrp/EOYAmt0241325
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0566688
IRS990/TotalProgramServiceExpensesAmt0595831
IRS990/TotalProgramServiceRevenueAmt0792508
IRS990/TotalRevenueGrp/ExclusionAmt015768
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0774365
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0803479
IRS990/TotalVolunteersCnt030
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0744292
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0808013
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt074-978 MANAWALEA STREET
IRS990/USAddress/CityNm0KAILUAKONA
IRS990/USAddress/StateAbbreviationCd0HI
IRS990/USAddress/ZIPCd096740
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0HAWAIIMONTESSORI.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRISTINE BOGDANOVITCH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08083290700
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HAWAII MONTESSORI INC
ReturnHeader/Filer/BusinessNameControlTxt0HAWA
ReturnHeader/Filer/EIN0990199335
ReturnHeader/Filer/PhoneNum08083290700
ReturnHeader/Filer/USAddress/AddressLine1Txt074-978 MANAWALEA ST
ReturnHeader/Filer/USAddress/CityNm0KAILUA KONA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0HI
ReturnHeader/Filer/USAddress/ZIPCd096740
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0814222655
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JACOB BURRILL CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt075-1000 HENRY ST STE 203
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KAILUA KONA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0HI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd096740
ReturnHeader/PreparerPersonGrp/PhoneNum08084646277
ReturnHeader/PreparerPersonGrp/PreparationDt02025-06-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JACOB BURRILL CPA
ReturnHeader/ReturnTs02025-06-13T20:18:51-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-08-01
ReturnHeader/TaxPeriodEndDt02024-07-31
ReturnHeader/TaxYr02023

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