Skip to content
ProPublica Donate
ProPublica Donate

Southwest Institute Of Montessori Studies

  • Mesa, AZ
  • Tax-exempt since Oct. 2015
  • EIN: 27-5014341

Organization summary

Type of Nonprofit

Designated as a 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.

Category: Educational Institutions and Related Activities / Higher Education Institutions (NTEE)

Donations to this organization are tax deductible.

Details

According to its June 2023 tax filing, this nonprofit:

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

Summary charts: organization finances over time

Revenue
$1.71M (2023)

Expenses
$1.79M (2023)

Total Assets
$1.12M (2023)

Total Liabilities
$888k (2023)

Source: Form 990 tax filings from 2012 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

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,713,122
Expenses
$1,792,028
Net Income
-$78,906
Net Assets
$230,792
Notable Sources of Revenue Percent of Total Revenue
Contributions $201,767
11.8%
Program Services $1,466,317
85.6%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $38,542
2.2%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $6,496
0.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $71,000
4.0%
Professional Fundraising Fees $0
Other Salaries and Wages $374,272
20.9%
Assets/Debt
Total Assets $1,118,868
Total Liabilities $888,076
Net Assets $230,792
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Sherri Sampson (President) $71,000 $0 $0
Cindy Maschoff (Secretary) $0 $0 $0
Shannon Helfrich (Member) $0 $0 $0
Peter Davidson (Member) $0 $0 $0
Gibson Mckay (Member) $0 $0 $0
Andy Woodward (Member) $0 $0 $0
+ View more people

Document Links

990
Filed on May 14, 2024

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

View Filing
XML

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,698,159
Expenses
$1,561,185
Net Income
$136,974
Net Assets
$308,244
Notable Sources of Revenue Percent of Total Revenue
Contributions $25,367
1.5%
Program Services $1,622,688
95.6%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $50,000
2.9%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $104
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $72,615
4.7%
Professional Fundraising Fees $0
Other Salaries and Wages $379,123
24.3%
Assets/Debt
Total Assets $1,030,754
Total Liabilities $722,510
Net Assets $308,244
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Sherri Sampson (President) $72,615 $0 $0
Cindy Maschoff (Secretary) $0 $0 $0
Shannon Helfrich (Member) $0 $0 $0
Peter Davidson (Member) $0 $0 $0
Gibson Mckay (Member) $0 $0 $0
Andy Woodward (Member) $0 $0 $0
+ View more people

Document Links

990
Filed on May 13, 2023

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

View Filing
XML

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,507,240
Expenses
$1,477,819
Net Income
$29,421
Net Assets
$171,270
Notable Sources of Revenue Percent of Total Revenue
Contributions $94,676
6.3%
Program Services $1,105,903
73.4%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $306,661
20.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $81,000
5.5%
Professional Fundraising Fees $0
Other Salaries and Wages $275,389
18.6%
Assets/Debt
Total Assets $669,838
Total Liabilities $498,568
Net Assets $171,270
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Sherri Sampson (President) $81,000 $0 $0
Cindy Maschoff (Secretary) $0 $0 $0
Shannon Helfrich (Member) $0 $0 $0
Peter Davidson (Member) $0 $0 $0
Gibson Mckay (Member) $0 $0 $0
Andy Woodward (Member) $0 $0 $0
+ View more people

Document Links

990
Filed on May 14, 2022

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

View Filing
PDF XML

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,227,294
Expenses
$1,225,296
Net Income
$1,998
Net Assets
$140,914
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,167,245
95.1%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $60,049
4.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $44,500
3.6%
Professional Fundraising Fees $0
Other Salaries and Wages $173,132
14.1%
Assets/Debt
Total Assets $807,655
Total Liabilities $666,741
Net Assets $140,914
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Sherri Sampson (President) $44,500 $0 $0
Cindy Maschoff (Secretary) $0 $0 $0
Shannon Helfrich (Member) $0 $0 $0
Peter Davidson (Member) $0 $0 $0
Gibson Mckay (Member) $0 $0 $0
Andy Woodward (Member) $0 $0 $0
+ View more people

Document Links

990
Filed on May 15, 2021

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

View Filing
PDF XML

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$849,757
Expenses
$655,902
Net Income
$193,855
Net Assets
$140,716
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $849,757
100%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,431,747
Total Liabilities $2,291,031
Net Assets $140,716
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Sherri Sampson (President) $0 $0 $0
Ann Velasco (Director) $0 $0 $0

Document Links

990
Filed on March 26, 2020

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

View Filing
PDF XML

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$503,420
Expenses
$509,118
Net Income
-$5,698
Net Assets
-$52,872
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $503,420
100%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $207,433
Total Liabilities $260,305
Net Assets -$52,872
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Sherri Sampson (President) $0 $0 $0
Ann Velasco (Director) $0 $0 $0

Document Links

990
Filed on April 26, 2019

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

View Filing
PDF XML

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$426,448
Expenses
$324,778
Net Income
$101,670
Net Assets
$117,821
Notable Sources of Revenue Percent of Total Revenue
Contributions $411,646
96.5%
Program Services $0
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $14,802
3.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $149,019
Total Liabilities $31,198
Net Assets $117,821
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Sherri Sampson (President) $0 $0 $0
Ann Velasco (Director) $0 $0 $0

Document Links

990
Filed on Dec. 14, 2017

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

View Filing
PDF XML

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$89,725
Expenses
$107,846
Net Income
-$18,121
Net Assets
$16,151
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $89,725
100%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $17,071
Total Liabilities $920
Net Assets $16,151
Other
Operated a school
Compensation
Key Employees and Officers Compensation Other
Sherri Sampson (President) $0 $0
Ann Velasco (Director) $0 $0

Document Links

990-EZ
Filed on March 1, 2017

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

View Filing
PDF XML

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$106,761
Expenses
$107,437
Net Income
-$676
Net Assets
$60,602
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $106,761
100%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $61,514
Total Liabilities $912
Net Assets $60,602

Document Links

990-EZ

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

PDF

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$131,771
Expenses
$70,638
Net Income
$61,133
Net Assets
$61,276
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $131,771
100%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $62,095
Total Liabilities $819
Net Assets $61,276

Document Links

990-EZ

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

PDF

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$92,350
Expenses
$94,127
Net Income
-$1,777
Net Assets
$144
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $92,350
100%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $2,384
Total Liabilities $2,240
Net Assets $144

Document Links

990-EZ

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

PDF

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$99,595
Expenses
$97,142
Net Income
$2,453
Net Assets
$1,921
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $99,595
100%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $2,193
Total Liabilities $272
Net Assets $1,921

Document Links

990-EZ

Short form 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.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

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

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

Byline

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated