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Montessori Society Of Greater Grand Rapids Inc

Stepping Stone Montessori

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.

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
$3.3M (2023)

Expenses
$3.04M (2023)

Total Assets
$3.14M (2023)

Total Liabilities
$1.67M (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

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,299,343
Expenses
$3,043,268
Net Income
$256,075
Net Assets
$1,474,364
Notable Sources of Revenue Percent of Total Revenue
Contributions $331,115
10.0%
Program Services $2,848,044
86.3%
Investment Income $25,768
0.8%
Bond Proceeds $0
Royalties $0
Rental Property Income -$8,802
Net Fundraising $94,106
2.9%
Sales of Assets $8,385
0.3%
Net Inventory Sales $0
Other Revenue $727
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $120,000
3.9%
Professional Fundraising Fees $0
Other Salaries and Wages $1,629,531
53.5%
Assets/Debt
Total Assets $3,144,146
Total Liabilities $1,669,782
Net Assets $1,474,364
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Elizabeth Topliffe (Head Of School) $120,000 $0 $5,420
Marion Chardoul (Board Member) $0 $0 $0
Abraham Jones (Board Member) $0 $0 $0
Meg Russell (Board Member) $0 $0 $0
Lauren Reilly (Board Member) $0 $0 $0
Jennifer Faber (Board Member) $0 $0 $0
Kelly Bartlett (Board Member) $0 $0 $0
Deanna Miller (Secretary) $0 $0 $0
Brian Bakkila (President) $0 $0 $0
Walter Perschbacher (Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,289,324
Expenses
$2,336,834
Net Income
$952,490
Net Assets
$1,218,289
Notable Sources of Revenue Percent of Total Revenue
Contributions $731,491
22.2%
Program Services $2,132,689
64.8%
Investment Income $311
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $217
0.0%
Net Fundraising $90,939
2.8%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $333,677
10.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $120,000
5.1%
Professional Fundraising Fees $0
Other Salaries and Wages $1,218,129
52.1%
Assets/Debt
Total Assets $2,467,836
Total Liabilities $1,249,547
Net Assets $1,218,289
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Coleen Maloney (Board Member) $0 $0 $0
Nicholas Albrecht (Board Member) $0 $0 $0
Colleen Maloney (Director) $0 $0 $0
Ann Caldwell (Board Member) $0 $0 $0
Deanna Miller (Board Member) $0 $0 $0
Adam Edlund (Chair) $0 $0 $0
Elizabeth Topliffe (Head Of School) $0 $0 $0
Tom Soehl (Vice Chair) $0 $0 $0
Brian Bakkila (Finance Chair) $0 $0 $0
Seema Seehra (Secretary) $0 $0 $0

Document Links

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,089,381
Expenses
$2,316,579
Net Income
-$227,198
Net Assets
$265,799
Notable Sources of Revenue Percent of Total Revenue
Contributions $506,386
24.2%
Program Services $1,480,599
70.9%
Investment Income $473
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $48
0.0%
Net Fundraising $97,407
4.7%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $4,468
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $120,000
5.2%
Professional Fundraising Fees $0
Other Salaries and Wages $1,168,759
50.5%
Assets/Debt
Total Assets $1,587,955
Total Liabilities $1,322,156
Net Assets $265,799
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Brian Bakkila (Secertary) $0 $0 $0
Nicholas Albrecht (Board Member) $0 $0 $0
Ann Caldwell (Board Member) $0 $0 $0
Coleen Maloney (Board Member) $0 $0 $0
Deanna Miller (Board Member) $0 $0 $0
Seema Seehra (Board Member) $0 $0 $0
Elizabeth Topliffe (Head Of School) $0 $0 $0
Adam Edlund (Chair) $0 $0 $0
Jason Lee (Treasurer) $0 $0 $0
Tom Soehl (Vice Chair) $0 $0 $0

Document Links

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,904,710
Expenses
$2,186,563
Net Income
$718,147
Net Assets
$492,997
Notable Sources of Revenue Percent of Total Revenue
Contributions $433,288
14.9%
Program Services $2,059,787
70.9%
Investment Income $370
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income -$4,254
Net Fundraising $83,095
2.9%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $332,424
11.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $183,434
8.4%
Professional Fundraising Fees $5,000
0.2%
Other Salaries and Wages $1,113,394
50.9%
Assets/Debt
Total Assets $1,518,173
Total Liabilities $1,025,176
Net Assets $492,997
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Elizabeth Topliffe (Head Of School) $120,000 $0 $0
Renee Lee (Business Manager) $63,434 $0 $0
Deanna Miller (Board Member) $0 $0 $0
Nicholas Albrecht (Board Member) $0 $0 $0
Brian Bakkila (Board Member) $0 $0 $0
Coleen Maloney (Board Member) $0 $0 $0
Ann Caldwell (Board Member) $0 $0 $0
Adam Edlund (Board Member) $0 $0 $0
Leigh Ebrom (Chair) $0 $0 $0
Tom Soehl (Vice Chair) $0 $0 $0
Seema Seehra (Secretary) $0 $0 $0
Jason Lee (Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,222,366
Expenses
$2,480,740
Net Income
-$258,374
Net Assets
-$225,150
Notable Sources of Revenue Percent of Total Revenue
Contributions $124,899
5.6%
Program Services $2,012,499
90.6%
Investment Income $101
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income -$1,670
Net Fundraising $79,730
3.6%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $6,807
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $150,761
6.1%
Professional Fundraising Fees $30,000
1.2%
Other Salaries and Wages $1,353,258
54.6%
Assets/Debt
Total Assets $976,105
Total Liabilities $1,201,255
Net Assets -$225,150
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Elizabth Topliffe (Head Of School) $79,195 $0 $0
Renee Lee (Business Manager) $54,495 $0 $0
Ann Caldwell (Board Member) $0 $0 $0
Leigh Ebrom (Secretary) $0 $0 $0
Adam Edlund (Board Member) $0 $0 $0
Jason Lee (Board Member) $0 $0 $0
Ashley Martin (Board Member) $0 $0 $0
Coleen Maloney (Board Member) $0 $0 $0
Deanna Miller (Board Member) $0 $0 $0
Michael Mills (Board Member) $0 $0 $0
Nicole Rodammer (Board Member) $0 $0 $0
David Vessey (Chair) $0 $0 $0
Katie Yang (Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,862,306
Expenses
$2,048,609
Net Income
-$186,303
Net Assets
$31,315
Notable Sources of Revenue Percent of Total Revenue
Contributions $239,488
12.9%
Program Services $1,571,507
84.4%
Investment Income $79
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $1,274
0.1%
Net Fundraising $49,070
2.6%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $888
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $150,761
7.4%
Professional Fundraising Fees $30,000
1.5%
Other Salaries and Wages $1,132,299
55.3%
Assets/Debt
Total Assets $1,124,732
Total Liabilities $1,093,417
Net Assets $31,315
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Elizabeth Topliffe (Head Of School) $71,441 $0 $7,754
Renee Lee (Business Manager) $48,798 $0 $5,697
David Vessey (Secretary) $0 $0 $0
Leigh Ebrom (Chair) $0 $0 $0
Brendon Geary (Board Member) $0 $0 $0
Sandra Strandquist (Board Member) $0 $0 $0
Peggy Depersia (Board Member) $0 $0 $0
Ashley Martin (Board Member) $0 $0 $0
Nicole Roddamer (Vice Chair) $0 $0 $0
Jason Lee (Board Member) $0 $0 $0
Paul Lee (Board Member) $0 $0 $0
Katie Yang (Treasurer) $0 $0 $0
Adam Edlund (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,700,247
Expenses
$1,549,093
Net Income
$151,154
Net Assets
$217,653
Notable Sources of Revenue Percent of Total Revenue
Contributions $276,282
16.2%
Program Services $1,363,798
80.2%
Investment Income $96
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $59,741
3.5%
Sales of Assets -$700
Net Inventory Sales $0
Other Revenue $1,030
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $128,171
8.3%
Professional Fundraising Fees $0
Other Salaries and Wages $858,081
55.4%
Assets/Debt
Total Assets $948,761
Total Liabilities $731,108
Net Assets $217,653
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Elizabeth Topliffe (Head Of School) $61,472 $0 $5,674
Renee Lee (Business Manager) $40,079 $0 $9,469
David Vessey (Chair) $0 $0 $0
Leigh Ebrom (Vice Chair) $0 $0 $0
Brendon Geary (Treasurer) $0 $0 $0
Sandra Strandquist (Board Member) $0 $0 $0
Peggy Depersia (Board Member) $0 $0 $0
Ashley Martin (Board Member) $0 $0 $0
Nicole Roddamer (Board Member) $0 $0 $0
Jason Lee (Board Member) $0 $0 $0
Paul Lee (Board Member) $0 $0 $0
Katie Yang (Board Member) $0 $0 $0
Jacqueline Bertsch (Board Member (Former)) $0 $0 $0
Tim Sundt (Board Member (Former)) $0 $0 $0

Document Links

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,422,378
Expenses
$1,433,478
Net Income
-$11,100
Net Assets
$66,297
Notable Sources of Revenue Percent of Total Revenue
Contributions $118,990
8.4%
Program Services $1,277,894
89.8%
Investment Income $60
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $525
0.0%
Net Fundraising $16,939
1.2%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $7,970
0.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $837,507
58.4%
Assets/Debt
Total Assets $809,520
Total Liabilities $743,223
Net Assets $66,297

Document Links

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,143,268
Expenses
$1,065,417
Net Income
$77,851
Net Assets
$77,774
Notable Sources of Revenue Percent of Total Revenue
Contributions $126,479
11.1%
Program Services $1,026,514
89.8%
Investment Income $35
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $400
0.0%
Net Fundraising -$10,456
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $296
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $11,550
1.1%
Other Salaries and Wages $609,240
57.2%
Assets/Debt
Total Assets $635,558
Total Liabilities $557,784
Net Assets $77,774

Document Links

Fiscal Year Ending Aug.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,259,166
Expenses
$1,299,200
Net Income
-$40,034
Net Assets
-$1,360
Notable Sources of Revenue Percent of Total Revenue
Contributions $124,691
9.9%
Program Services $1,143,621
90.8%
Investment Income $71
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising -$9,723
Sales of Assets $415
0.0%
Net Inventory Sales $0
Other Revenue $91
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $8,000
0.6%
Other Salaries and Wages $737,313
56.8%
Assets/Debt
Total Assets $521,159
Total Liabilities $522,519
Net Assets -$1,360

Document Links

Fiscal Year Ending Aug.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,118,387
Expenses
$1,189,745
Net Income
-$71,358
Net Assets
$31,138
Notable Sources of Revenue Percent of Total Revenue
Contributions $51,074
4.6%
Program Services $1,036,708
92.7%
Investment Income $462
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $23,568
2.1%
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 $711,018
59.8%
Assets/Debt
Total Assets $408,363
Total Liabilities $377,225
Net Assets $31,138

Document Links

Fiscal Year Ending Aug.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,076,937
Expenses
$1,106,957
Net Income
-$30,020
Net Assets
$118,717
Notable Sources of Revenue Percent of Total Revenue
Contributions $74,361
6.9%
Program Services $1,002,547
93.1%
Investment Income $29
0.0%
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 $643,304
58.1%
Assets/Debt
Total Assets $427,076
Total Liabilities $308,359
Net Assets $118,717

Document Links

Fiscal Year Ending Aug.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,057,316
Expenses
$1,065,845
Net Income
-$8,529
Net Assets
$148,734
Notable Sources of Revenue Percent of Total Revenue
Contributions $69,508
6.6%
Program Services $919,715
87.0%
Investment Income $1,201
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $66,892
6.3%
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 $617,092
57.9%
Assets/Debt
Total Assets $439,163
Total Liabilities $290,429
Net Assets $148,734

No Document Links

The IRS has provided extracted financial data for this filing, but has not yet released the source documents.

Fiscal Year Ending Aug.
2010

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Aug.
2009

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Aug.
2008

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Aug.
2007

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Aug.
2006

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Aug.
2005

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Aug.
2004

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Aug.
2003

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Dec.
2001

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Aug.
2001

No Extracted Financial Data

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

Document Links

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 »

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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.
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  • 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.

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