Oak Grove Montessori Elementary School Inc

Mansfield Ctr, CT
Tax-exempt since Nov. 1981
EIN: 06-1045034

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Details

According to its June 2023 tax filing, this nonprofit:

Operated a donor-advised fund

Organization maintained a donor-advised fund or similar account through which donors could direct the distribution or investment of funds. Details are reported on Schedule D.

Operated a school

Organization is a school. Details are reported on Schedule E.

Reported conflict of interest transactions

Organizations must report loans, grants or business transactions with interested parties, which may include key employees and officers, their family members and any businesses in which they hold a controlling interest. These transactions must be reported on Schedule L.

Revenue

$673k (2023)

Expenses

$819k (2023)

Total Assets

$640k (2023)

Total Liabilities

$311k (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2023

Revenue

$673,466

Expenses

$819,103

Net Income

-$145,637

Net Assets

$328,345

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$47,758	7.1%
Program Services	$577,382	85.7%
Investment Income	$14,319	2.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$28,407	4.2%
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$5,600	0.8%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$148,683	18.2%
Professional Fundraising Fees	$0
Other Salaries and Wages	$411,815	50.3%

Assets/Debt
Total Assets	$639,844
Total Liabilities	$311,499
Net Assets	$328,345

Operated a donor-advised fund

Operated a school

Reported conflict of interest transactions

Compensation

Key Employees and Officers	Compensation	Related	Other
Clare King'oo (Trustee)	$0	$0	$0
Amy Lambeck (Member At Large)	$0	$0	$0
Robert Powell (Trustee)	$0	$0	$0
Beth Acly Gnazzo (Chair)	$0	$0	$0
Megan Burnett (Vice Chair)	$0	$0	$0
Matt Coolbeth (Secretary)	$0	$0	$0
Angela Fournier (Trustee)	$0	$0	$0
Paloma Kunze (Trustee)	$0	$0	$0
Kathryn Roy (Trustee)	$0	$0	$0
Laura Szurek (Trustee)	$0	$0	$0

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990

Filed on May 15, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending June
2022

Revenue

$826,503

Expenses

$867,432

Net Income

-$40,929

Net Assets

$475,744

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$154,729	18.7%
Program Services	$642,727	77.8%
Investment Income	$84	0.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$21,263	2.6%
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$7,700	0.9%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$90,000	10.4%
Professional Fundraising Fees	$0
Other Salaries and Wages	$427,378	49.3%

Assets/Debt
Total Assets	$746,411
Total Liabilities	$270,667
Net Assets	$475,744

Operated a donor-advised fund

Operated a school

Reported conflict of interest transactions

Compensation

Key Employees and Officers	Compensation	Related	Other
Jorge Nelson (Ex Officio (Contract Began 8/4/21))	$47,500	$0	$0
Sherrie Clune (Ex Officio (Contract Ended 6/30/21))	$42,500	$0	$0
Clare King'oo (Director)	$0	$0	$0
Amy Lambeck (Member At Large)	$0	$0	$0
Ricardo Trindade (Chair)	$0	$0	$0
Dan Polhemus (Director)	$0	$0	$0
Robert Powell (Treasurer)	$0	$0	$0
Beth Acly Gnazzo (Vice Chair)	$0	$0	$0
Megan Burnett (Secretary)	$0	$0	$0
Matt Coolbeth (Director)	$0	$0	$0
Jeff Dunshee (Director (Resigned 2/5/22))	$0	$0	$0
Jeannette Ferris (Director (Resigned 11/10/21))	$0	$0	$0

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990

Filed on May 15, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2021

Revenue

$972,114

Expenses

$886,599

Net Income

$85,515

Net Assets

$614,470

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$393,212	40.4%
Program Services	$552,878	56.9%
Investment Income	$427	0.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$18,997	2.0%
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$6,600	0.7%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$86,020	9.7%
Professional Fundraising Fees	$0
Other Salaries and Wages	$494,792	55.8%

Assets/Debt
Total Assets	$933,911
Total Liabilities	$319,441
Net Assets	$614,470

Operated a donor-advised fund

Operated a school

Reported conflict of interest transactions

Compensation

Key Employees and Officers	Compensation	Related	Other
Sherrie Clune (Ex Officio)	$86,020	$0	$0
Amy Lambeck (Director)	$0	$0	$0
Clare Kingoo (Director)	$0	$0	$0
Lindsey Baah (Director)	$0	$0	$0
Jeanette Ferris (Director)	$0	$0	$0
Dan Polhemus (Vice Chair)	$0	$0	$0
Ricardo Trindade (Chair)	$0	$0	$0
Robert Powell (Treasurer)	$0	$0	$0
William Piotroski (At Large)	$0	$0	$0
Sherry D Alessandro (Secretary)	$0	$0	$0

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990

Filed on Dec. 3, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending June
2020

Revenue

$932,315

Expenses

$929,189

Net Income

$3,126

Net Assets

$478,609

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$61,614	6.6%
Program Services	$842,147	90.3%
Investment Income	$124	0.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$28,430	3.0%
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$86,870	9.3%
Professional Fundraising Fees	$0
Other Salaries and Wages	$528,010	56.8%

Assets/Debt
Total Assets	$813,208
Total Liabilities	$334,599
Net Assets	$478,609

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2019

Revenue

$988,817

Expenses

$979,729

Net Income

$9,088

Net Assets

$463,377

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$80,994	8.2%
Program Services	$868,018	87.8%
Investment Income	$187	0.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$39,618	4.0%
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$190,868	19.5%
Professional Fundraising Fees	$0
Other Salaries and Wages	$472,879	48.3%

Assets/Debt
Total Assets	$699,935
Total Liabilities	$236,558
Net Assets	$463,377

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2018

Revenue

$830,985

Expenses

$841,565

Net Income

-$10,580

Net Assets

$442,393

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$64,291	7.7%
Program Services	$731,129	88.0%
Investment Income	$194	0.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$35,371	4.3%
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$106,609	12.7%
Professional Fundraising Fees	$0
Other Salaries and Wages	$447,172	53.1%

Assets/Debt
Total Assets	$680,027
Total Liabilities	$237,634
Net Assets	$442,393

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2017

Revenue

$802,711

Expenses

$783,175

Net Income

$19,536

Net Assets

$449,280

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$48,886	6.1%
Program Services	$714,240	89.0%
Investment Income	$160	0.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$39,425	4.9%
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$101,772	13.0%
Professional Fundraising Fees	$0
Other Salaries and Wages	$384,190	49.1%

Assets/Debt
Total Assets	$703,137
Total Liabilities	$253,857
Net Assets	$449,280

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2016

Revenue

$781,757

Expenses

$746,941

Net Income

$34,816

Net Assets

$414,641

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$72,158	9.2%
Program Services	$675,781	86.4%
Investment Income	$1,201	0.2%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$32,314	4.1%
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$393	0.1%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$86,700	11.6%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$674,653
Total Liabilities	$260,012
Net Assets	$414,641

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending June
2015

Revenue

$741,682

Expenses

$729,571

Net Income

$12,111

Net Assets

$373,700

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$55,723	7.5%
Program Services	$661,848	89.2%
Investment Income	$563	0.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$23,548	3.2%
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$76,650	10.5%
Professional Fundraising Fees	$0
Other Salaries and Wages	$369,115	50.6%

Assets/Debt
Total Assets	$636,328
Total Liabilities	$262,628
Net Assets	$373,700

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending June
2014

Revenue

$704,027

Expenses

$702,610

Net Income

$1,417

Net Assets

$354,237

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$78,648	11.2%
Program Services	$603,712	85.8%
Investment Income	$15,766	2.2%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$2,499	0.4%
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$3,402	0.5%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$75,000	10.7%
Professional Fundraising Fees	$0
Other Salaries and Wages	$401,480	57.1%

Assets/Debt
Total Assets	$609,067
Total Liabilities	$254,830
Net Assets	$354,237

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2013

Revenue

$667,111

Expenses

$660,990

Net Income

$6,121

Net Assets

$377,047

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$84,937	12.7%
Program Services	$536,104	80.4%
Investment Income	$9,228	1.4%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$36,722	5.5%
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$120	0.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$90,976	13.8%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$640,601
Total Liabilities	$263,554
Net Assets	$377,047

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2012

Revenue

$554,015

Expenses

$583,123

Net Income

-$29,108

Net Assets

$393,857

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$41,366	7.5%
Program Services	$482,620	87.1%
Investment Income	$6,724	1.2%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$23,305	4.2%
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$105,713	18.1%
Professional Fundraising Fees	$0
Other Salaries and Wages	$285,828	49.0%

Assets/Debt
Total Assets	$660,538
Total Liabilities	$266,681
Net Assets	$393,857

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2011

Revenue

$623,356

Expenses

$583,480

Net Income

$39,876

Net Assets

$422,965

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$34,014	5.5%
Program Services	$553,965	88.9%
Investment Income	$12,191	2.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$25,521	4.1%
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$106,306	18.2%
Professional Fundraising Fees	$0
Other Salaries and Wages	$231,431	39.7%

Assets/Debt
Total Assets	$687,669
Total Liabilities	$264,704
Net Assets	$422,965

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending June
2003

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2002

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

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Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

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Updated December 20, 2024

Oak Grove Montessori Elementary School Inc

Organization summary

Type of Nonprofit

Details

Summary charts: organization finances over time

Revenue $673k (2023)

Expenses $819k (2023)

Total Assets $640k (2023)

Total Liabilities $311k (2023)

Tax Filings by Year

Fiscal Year Ending June 2023

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

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Fiscal Year Ending June 2022

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Compensation

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Fiscal Year Ending June 2021

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Compensation

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Fiscal Year Ending June 2020

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Fiscal Year Ending June 2019

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Fiscal Year Ending June 2018

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Fiscal Year Ending June 2017

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Fiscal Year Ending June 2016

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Fiscal Year Ending June 2015

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Fiscal Year Ending June 2014

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Fiscal Year Ending June 2013

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Fiscal Year Ending June 2012

Extracted Financial Data

Extracted Financial Data from Form 990

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Fiscal Year Ending June 2011

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

Revenue

$673k (2023)

Expenses

$819k (2023)

Total Assets

$640k (2023)

Total Liabilities

$311k (2023)

Fiscal Year Ending June
2023

Fiscal Year Ending June
2022

Fiscal Year Ending June
2021

Fiscal Year Ending June
2020

Fiscal Year Ending June
2019

Fiscal Year Ending June
2018

Fiscal Year Ending June
2017

Fiscal Year Ending June
2016

Fiscal Year Ending June
2015

Fiscal Year Ending June
2014

Fiscal Year Ending June
2013

Fiscal Year Ending June
2012

Fiscal Year Ending June
2011

Fiscal Year Ending June
2010

Fiscal Year Ending June
2009

Fiscal Year Ending June
2008

Fiscal Year Ending June
2007

Fiscal Year Ending June
2006

Fiscal Year Ending June
2005

Fiscal Year Ending June
2004

Fiscal Year Ending June
2003

Fiscal Year Ending June
2002