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Southwest Montessori Academy

  • Fort Wayne, IN
  • Tax-exempt since April 2014
  • EIN: 45-5138320

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 / Elementary, Secondary Education, K - 12 (NTEE)

Donations to this organization are tax deductible.

Details

According to its June 2024 tax filing, this nonprofit:

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

Summary charts: organization finances over time

Revenue
$472k (2024)

Expenses
$377k (2024)

Total Assets
$955k (2024)

Total Liabilities
$421k (2024)

Source: Form 990 tax filings from 2014 to 2024

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
2024

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$472,283
Expenses
$376,942
Net Income
$95,341
Net Assets
$534,158
Notable Sources of Revenue Percent of Total Revenue
Contributions $94,805
20.1%
Program Services $376,138
79.6%
Investment Income $1,821
0.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising -$1,417
Sales of Assets $0
Net Inventory Sales $936
0.2%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $47,465
12.6%
Professional Fundraising Fees $0
Other Salaries and Wages $156,068
41.4%
Assets/Debt
Total Assets $955,380
Total Liabilities $421,222
Net Assets $534,158
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Karrin Marquell (Executive Dir.) $47,464 $0 $0
John Tod (President) $0 $0 $0
Jessica Craft (Vice President) $0 $0 $0
Amy Stoffel (Treasurer) $0 $0 $0
Ashli Rice (Secretary) $0 $0 $0
Erik Olson (Director) $0 $0 $0
Vyju Kadambi (Director) $0 $0 $0
Bridget York (Director) $0 $0 $0
Diana Sciortino Bishop (Director) $0 $0 $0
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Document Links

990
Filed on March 25, 2025

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

View Filing
XML

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$414,337
Expenses
$332,890
Net Income
$81,447
Net Assets
$432,701
Notable Sources of Revenue Percent of Total Revenue
Contributions $66,509
16.1%
Program Services $341,915
82.5%
Investment Income $51
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising -$1,409
Sales of Assets $0
Net Inventory Sales $7,271
1.8%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $46,349
13.9%
Professional Fundraising Fees $0
Other Salaries and Wages $146,456
44.0%
Assets/Debt
Total Assets $768,506
Total Liabilities $335,805
Net Assets $432,701
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Karrin Marquell (Executive Dir.) $46,350 $0 $0
John Tod (President) $0 $0 $0
Jordan Huttenlocker (Past President) $0 $0 $0
Jessica Craft (Vice President) $0 $0 $0
Diana Fahrer (Past Vice Presi) $0 $0 $0
Amy Stoffel (Treasurer) $0 $0 $0
Eric Harris (Past Treasurer) $0 $0 $0
Brandon Curry (Secretary) $0 $0 $0
Vyju Kadambi (Director) $0 $0 $0
Bridget York (Director) $0 $0 $0
Diana Sciortino Bishop (Director) $0 $0 $0
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Document Links

990
Filed on Nov. 17, 2023

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

View Filing
PDF XML

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$399,492
Expenses
$287,403
Net Income
$112,089
Net Assets
$347,853
Notable Sources of Revenue Percent of Total Revenue
Contributions $55,298
13.8%
Program Services $345,649
86.5%
Investment Income $24
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising -$3,232
Sales of Assets $0
Net Inventory Sales $1,753
0.4%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $47,178
16.4%
Professional Fundraising Fees $0
Other Salaries and Wages $121,935
42.4%
Assets/Debt
Total Assets $624,290
Total Liabilities $276,437
Net Assets $347,853
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Karrin Marquell (Executive Dir.) $47,177 $0 $0
Jordan Huttenlocker (President) $0 $0 $0
Diana Fahrer (Vice President) $0 $0 $0
Eric Harris (Treasurer) $0 $0 $0
Brandon Curry (Secretary) $0 $0 $0
Vyju Kadambi (Director) $0 $0 $0
Bridget York (Director) $0 $0 $0
John Tod (Director) $0 $0 $0
Diana Sciortino Bishop (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on May 15, 2023

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

View Filing
PDF XML

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$350,184
Expenses
$295,193
Net Income
$54,991
Net Assets
$235,764
Notable Sources of Revenue Percent of Total Revenue
Contributions $127,736
36.5%
Program Services $209,764
59.9%
Investment Income $24
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $6,473
1.8%
Sales of Assets $5,660
1.6%
Net Inventory Sales $527
0.2%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $49,889
16.9%
Professional Fundraising Fees $0
Other Salaries and Wages $127,135
43.1%
Assets/Debt
Total Assets $536,469
Total Liabilities $300,705
Net Assets $235,764
Other
Operated a school
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Karrin Marquell (Executive Dir.) $49,889 $0 $0
Jordan Huttenlocker (President) $0 $0 $0
Diana Fahrer (Vice President) $0 $0 $0
Eric Harris (Treasurer) $0 $0 $0
Tammi Pappas (Secretary) $0 $0 $0
Brad Stoffel (Director) $0 $0 $0
Vyju Kadambi (Director) $0 $0 $0
Megan Herrmann (Director) $0 $0 $0
Bobbie Golani (Director) $0 $0 $0
Bridget York (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on May 10, 2022

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

View Filing
XML

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$315,529
Expenses
$254,765
Net Income
$60,764
Net Assets
$180,773
Notable Sources of Revenue Percent of Total Revenue
Contributions $35,697
11.3%
Program Services $279,224
88.5%
Investment Income $36
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $155
0.0%
Sales of Assets $0
Net Inventory Sales $417
0.1%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $3,940
1.5%
Professional Fundraising Fees $0
Other Salaries and Wages $126,250
49.6%
Assets/Debt
Total Assets $318,754
Total Liabilities $137,981
Net Assets $180,773
Other
Operated a school
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Karrin Marquell (Executive Dir.) $3,939 $0 $0
Evangelos Tozakoglou (President) $0 $0 $0
Megan Hermann (Vice President) $0 $0 $0
Tammi Pappas (Secretary) $0 $0 $0
Brad Stoffel (Treasurer) $0 $0 $0
Eric Harris (Director) $0 $0 $0
Diana Fahrer (Director) $0 $0 $0
Jennifer Wey (Director) $0 $0 $0
Alex Platte (Director) $0 $0 $0
Jordan Huttenlocker (Director) $0 $0 $0
Vyju Kadambi Resigned (Executive Dir.) $0 $0 $0
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Document Links

990
Filed on Nov. 13, 2020

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
$317,941
Expenses
$234,394
Net Income
$83,547
Net Assets
$120,009
Notable Sources of Revenue Percent of Total Revenue
Contributions $69,313
21.8%
Program Services $243,252
76.5%
Investment Income $25
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $5,456
1.7%
Sales of Assets $0
Net Inventory Sales -$105
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $114,964
49.0%
Assets/Debt
Total Assets $298,583
Total Liabilities $178,574
Net Assets $120,009

Document Links

990

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

PDF

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$283,034
Expenses
$243,048
Net Income
$39,986
Net Assets
$108,654
Notable Sources of Revenue Percent of Total Revenue
Contributions $37,536
13.3%
Program Services $239,097
84.5%
Investment Income $16
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $7,250
2.6%
Sales of Assets $0
Net Inventory Sales -$865
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $8,007
3.3%
Professional Fundraising Fees $0
Other Salaries and Wages $118,853
48.9%
Assets/Debt
Total Assets $270,575
Total Liabilities $161,921
Net Assets $108,654

Document Links

990

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

PDF

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$175,680
Expenses
$161,186
Net Income
$14,494
Net Assets
-$10,707
Notable Sources of Revenue Percent of Total Revenue
Contributions $7,026
4.0%
Program Services $168,980
96.2%
Investment Income $0
Net Fundraising -$156
Sales of Assets $0
Net Inventory Sales -$170
Other Revenue $0
Assets/Debt
Total Assets $150,013
Total Liabilities $160,720
Net Assets -$10,707
Other
Operated a school
Compensation
Key Employees and Officers Compensation Other
Vyjayanthi Kadambi (Director) $0 $0
Meghan Hermann (Vice Preside) $0 $0
Evangelos Tozakoglou (President) $0 $0
Andrew Ogg (Treasurer) $0 $0
Tammi Pappas (Secretary) $0 $0
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Document Links

990-EZ
Filed on Jan. 30, 2018

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

View Filing
XML

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$197,771
Expenses
$165,770
Net Income
$32,001
Net Assets
-$25,201
Notable Sources of Revenue Percent of Total Revenue
Contributions $20,167
10.2%
Program Services $175,577
88.8%
Investment Income $0
Net Fundraising $2,027
1.0%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $132,064
Total Liabilities $157,265
Net Assets -$25,201
Other
Operated a school
Compensation
Key Employees and Officers Compensation Other
Vyjayanthi Kadambi (Secretary) $0 $0
Sarah Lindemann (Vice Preside) $0 $0
Evangelos Tozakoglou (President) $0 $0
Andrew Ogg (Treasurer) $0 $0
Wanda Zee Cheng (Board Member) $0 $0
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Document Links

990-EZ
Filed on Sept. 30, 2016

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

View Filing
PDF XML
PDF (2 of 2)

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$128,773
Expenses
$146,629
Net Income
-$17,856
Net Assets
-$57,202
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,600
2.0%
Program Services $126,173
98.0%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $99,798
Total Liabilities $157,000
Net Assets -$57,202
Other
Operated a school
Compensation
Key Employees and Officers Compensation Other
Vyjayanthi Kadambi (Secretary) $0 $0
Sarah Lindemann (President) $0 $0
Evangelos Tozakoglou (Treasurer) $0 $0

Document Links

990-EZ
Filed on Sept. 22, 2015

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

View Filing
PDF XML

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$76,800
Expenses
$101,827
Net Income
-$25,027
Net Assets
-$39,346
Notable Sources of Revenue Percent of Total Revenue
Contributions $11,005
14.3%
Program Services $65,795
85.7%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $101,113
Total Liabilities $140,459
Net Assets -$39,346
Other
Operated a school
Compensation
Key Employees and Officers Compensation Other
Vyjayanthi Kadambi (President) $0 $0
Apexa Patel (Vice Preside) $0 $0
Ryan Lindemann (Secretary/Tr) $0 $0

Document Links

990-EZ
Filed on Dec. 7, 2014

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

View Filing
PDF XML

About This Data

What Is 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.

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About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

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.

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