Montessori At Roseborough Inc

Mount Dora, FL
Tax-exempt since Dec. 1983
EIN: 59-2302237

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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.

Details

According to its July 2024 tax filing, this nonprofit:

Operated a school

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

Revenue

$982k (2024)

Expenses

$1.09M (2024)

Total Assets

$1.41M (2024)

Total Liabilities

$131k (2024)

Source: Form 990 tax filings from 2012 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 July
2024

Revenue

$981,739

Expenses

$1,089,609

Net Income

-$107,870

Net Assets

$1,282,768

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$16,552	1.7%
Program Services	$925,870	94.3%
Investment Income	$6,339	0.6%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$32,978	3.4%
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$69,070	6.3%
Professional Fundraising Fees	$0
Other Salaries and Wages	$631,883	58.0%

Assets/Debt
Total Assets	$1,413,762
Total Liabilities	$130,994
Net Assets	$1,282,768

Operated a school

Compensation

Key Employees and Officers	Compensation	Related	Other
Merry L Hadden (President)	$69,070	$0	$0
Peggy Keene (Vice President)	$0	$0	$0
Kelly Bergholtz (Secretary/Treas)	$0	$0	$0
Gerry Guenther (Board Member)	$0	$0	$0
Ann Guenther (Board Member)	$0	$0	$0

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990

Filed on Oct. 15, 2024

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

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Fiscal Year Ending July
2023

Revenue

$988,159

Expenses

$931,271

Net Income

$56,888

Net Assets

$1,390,638

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$23,272	2.4%
Program Services	$937,248	94.8%
Investment Income	$56	0.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$27,583	2.8%
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$68,392	7.3%
Professional Fundraising Fees	$0
Other Salaries and Wages	$522,507	56.1%

Assets/Debt
Total Assets	$1,551,439
Total Liabilities	$160,801
Net Assets	$1,390,638

Operated a school

Compensation

Key Employees and Officers	Compensation	Related	Other
Merry L Hadden (President)	$68,392	$0	$0
Peggy Keene (Vice President)	$0	$0	$0
Kelly Bergholtz (Secretary/Treas)	$0	$0	$0
Gerry Guenther (Board Member)	$0	$0	$0
Ann Guenther (Board Member)	$0	$0	$0

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990

Filed on Nov. 9, 2023

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

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Fiscal Year Ending July
2022

Revenue

$1,410,693

Expenses

$1,038,287

Net Income

$372,406

Net Assets

$1,333,750

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$200,054	14.2%
Program Services	$1,189,131	84.3%
Investment Income	$41	0.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$21,467	1.5%
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$71,510	6.9%
Professional Fundraising Fees	$0
Other Salaries and Wages	$629,753	60.7%

Assets/Debt
Total Assets	$1,355,888
Total Liabilities	$22,138
Net Assets	$1,333,750

Operated a school

Compensation

Key Employees and Officers	Compensation	Related	Other
Merry L Hadden (President)	$71,510	$0	$0
Peggy Keene (Vice President)	$0	$0	$0
Kelly Bergholtz (Secretary/Treas)	$0	$0	$0
Gerry Guenther (Board Member)	$0	$0	$0
Ann Guenther (Board Member)	$0	$0	$0

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990

Filed on Nov. 15, 2022

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

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XML

Fiscal Year Ending July
2021

Revenue

$1,202,862

Expenses

$1,022,598

Net Income

$180,264

Net Assets

$961,344

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$191,872	16.0%
Program Services	$989,067	82.2%
Investment Income	$2,609	0.2%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$19,314	1.6%
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$71,070	6.9%
Professional Fundraising Fees	$0
Other Salaries and Wages	$677,797	66.3%

Assets/Debt
Total Assets	$1,181,235
Total Liabilities	$219,891
Net Assets	$961,344

Operated a school

Compensation

Key Employees and Officers	Compensation	Related	Other
Merry L Hadden (President)	$71,070	$0	$0
Peggy Keene (Vice President)	$0	$0	$0
Kelly Bergholtz (Secretary/Treas)	$0	$0	$0
Gerry Guenther (Board Member)	$0	$0	$0
Ann Guenther (Board Member)	$0	$0	$0

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990

Filed on Dec. 16, 2021

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

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XML

Fiscal Year Ending July
2020

Revenue

$1,012,631

Expenses

$978,548

Net Income

$34,083

Net Assets

$781,080

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$25,723	2.5%
Program Services	$954,208	94.2%
Investment Income	$122	0.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$32,578	3.2%
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$69,863	7.1%
Professional Fundraising Fees	$0
Other Salaries and Wages	$660,959	67.5%

Assets/Debt
Total Assets	$1,038,512
Total Liabilities	$257,432
Net Assets	$781,080

990

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

PDF

Fiscal Year Ending July
2019

Revenue

$1,109,393

Expenses

$1,096,051

Net Income

$13,342

Net Assets

$747,507

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$1,071,227	96.6%
Investment Income	$136	0.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$38,405	3.5%
Sales of Assets	-$375
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$69,000	6.3%
Professional Fundraising Fees	$0
Other Salaries and Wages	$675,723	61.7%

Assets/Debt
Total Assets	$861,476
Total Liabilities	$113,969
Net Assets	$747,507

990

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

PDF

Fiscal Year Ending July
2018

Revenue

$1,111,076

Expenses

$1,027,895

Net Income

$83,181

Net Assets

$706,024

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$1,076,624	96.9%
Investment Income	$117	0.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$34,335	3.1%
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$60,000	5.8%
Professional Fundraising Fees	$0
Other Salaries and Wages	$638,188	62.1%

Assets/Debt
Total Assets	$891,376
Total Liabilities	$185,352
Net Assets	$706,024

Operated a school

Compensation

Key Employees and Officers	Compensation	Related	Other
Merry L Hadden (President)	$60,000	$0	$0
Peggy Keene (Vice President)	$0	$0	$0
Kelly Bergholtz (Secretary/Treas)	$0	$0	$0
Gerry Guenther (Board Memeber)	$0	$0	$0
Ann Guenther (Board Member)	$0	$0	$0

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990

Filed on May 17, 2019

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

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Schedules ▼

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Fiscal Year Ending July
2017

Revenue

$1,072,773

Expenses

$1,015,858

Net Income

$56,915

Net Assets

$622,843

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$1,039,264	96.9%
Investment Income	$143	0.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$33,366	3.1%
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$60,000	5.9%
Professional Fundraising Fees	$0
Other Salaries and Wages	$622,024	61.2%

Assets/Debt
Total Assets	$830,828
Total Liabilities	$207,985
Net Assets	$622,843

Operated a school

Compensation

Key Employees and Officers	Compensation	Related	Other
Merry L Hadden (President)	$60,000	$0	$0
Peggy Keene (Vice President)	$0	$0	$0
Kelly Bergholtz (Secretary/Treas)	$0	$0	$0
Gerry Guenther (Board Memeber)	$0	$0	$0
Ann Guenther (Board Member)	$0	$0	$0

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990

Filed on May 17, 2018

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

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Fiscal Year Ending July
2016

Revenue

$975,834

Expenses

$962,624

Net Income

$13,210

Net Assets

$565,928

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$1,384	0.1%
Program Services	$944,216	96.8%
Investment Income	$182	0.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$30,052	3.1%
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$56,632	5.9%
Professional Fundraising Fees	$0
Other Salaries and Wages	$534,867	55.6%

Assets/Debt
Total Assets	$816,672
Total Liabilities	$250,744
Net Assets	$565,928

Operated a school

Compensation

Key Employees and Officers	Compensation	Related	Other
Merry L Hadden (President)	$56,632	$0	$0
Peggy Keene (Vice President)	$0	$0	$0
Kelly Bergholtz (Secretary/Treas)	$0	$0	$0
Gerry Guenther (Board Memeber)	$0	$0	$0
Ann Guenther (Board Member)	$0	$0	$0

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990

Filed on Feb. 24, 2017

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

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Fiscal Year Ending July
2015

Revenue

$789,892

Expenses

$758,920

Net Income

$30,972

Net Assets

$552,280

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$10,280	1.3%
Program Services	$757,134	95.9%
Investment Income	$13	0.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$22,465	2.8%
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$56,581	7.5%
Professional Fundraising Fees	$0
Other Salaries and Wages	$502,973	66.3%

Assets/Debt
Total Assets	$563,962
Total Liabilities	$11,682
Net Assets	$552,280

Operated a school

Compensation

Key Employees and Officers	Compensation	Related	Other
Merry L Hadden (President)	$56,581	$0	$0
Peggy Keene (Vice President)	$0	$0	$0
Kelly Bergholtz (Secretary/Treas)	$0	$0	$0
Gerry Guenther (Board Memeber)	$0	$0	$0
Ann Guenther (Board Member)	$0	$0	$0

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990

Filed on Dec. 21, 2015

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

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Fiscal Year Ending July
2014

Revenue

$825,426

Expenses

$782,900

Net Income

$42,526

Net Assets

$521,308

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$15,521	1.9%
Program Services	$788,003	95.5%
Investment Income	$42	0.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$21,860	2.6%
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$56,632	7.2%
Professional Fundraising Fees	$0
Other Salaries and Wages	$506,783	64.7%

Assets/Debt
Total Assets	$528,236
Total Liabilities	$6,928
Net Assets	$521,308

Operated a school

Compensation

Key Employees and Officers	Compensation	Related	Other
Merry L Hadden (President)	$56,632	$0	$0
Peggy Keene (Vice President)	$0	$0	$0
Kelly Bergholtz (Secretary/Treas)	$0	$0	$0
Gerry Guenther (Board Memeber)	$0	$0	$0
Richard Bergholtz (Board Member)	$0	$0	$0

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990

Filed on March 7, 2015

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

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Fiscal Year Ending July
2013

Revenue

$848,210

Expenses

$795,269

Net Income

$52,941

Net Assets

$478,782

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$3,093	0.4%
Program Services	$819,026	96.6%
Investment Income	$107	0.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$25,984	3.1%
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$31,765	4.0%
Professional Fundraising Fees	$0
Other Salaries and Wages	$511,408	64.3%

Assets/Debt
Total Assets	$516,052
Total Liabilities	$37,270
Net Assets	$478,782

990

Filed on Dec. 31, 2013

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

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PDF XML

Fiscal Year Ending July
2012

Revenue

$909,564

Expenses

$766,981

Net Income

$142,583

Net Assets

$425,841

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$2,500	0.3%
Program Services	$875,443	96.2%
Investment Income	$99	0.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$31,522	3.5%
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$52,360	6.8%
Professional Fundraising Fees	$0
Other Salaries and Wages	$448,117	58.4%

Assets/Debt
Total Assets	$530,717
Total Liabilities	$104,876
Net Assets	$425,841

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

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Montessori At Roseborough Inc

Organization summary

Type of Nonprofit

Details

Summary charts: organization finances over time

Revenue $982k (2024)

Expenses $1.09M (2024)

Total Assets $1.41M (2024)

Total Liabilities $131k (2024)

Tax Filings by Year

Fiscal Year Ending July 2024

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

Fiscal Year Ending July 2023

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

Fiscal Year Ending July 2022

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

Fiscal Year Ending July 2021

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

Fiscal Year Ending July 2020

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending July 2019

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending July 2018

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

Fiscal Year Ending July 2017

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

Fiscal Year Ending July 2016

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

Fiscal Year Ending July 2015

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

Fiscal Year Ending July 2014

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Revenue

$982k (2024)

Expenses

$1.09M (2024)

Total Assets

$1.41M (2024)

Total Liabilities

$131k (2024)

Fiscal Year Ending July
2024

Fiscal Year Ending July
2023

Fiscal Year Ending July
2022

Fiscal Year Ending July
2021

Fiscal Year Ending July
2020

Fiscal Year Ending July
2019

Fiscal Year Ending July
2018

Fiscal Year Ending July
2017

Fiscal Year Ending July
2016

Fiscal Year Ending July
2015

Fiscal Year Ending July
2014

Fiscal Year Ending July
2013

Fiscal Year Ending July
2012

Fiscal Year Ending July
2011

Fiscal Year Ending July
2010

Fiscal Year Ending July
2009

Fiscal Year Ending July
2008

Fiscal Year Ending July
2007

Fiscal Year Ending July
2006

Fiscal Year Ending July
2005

Fiscal Year Ending July
2004

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2003

Fiscal Year Ending July
2002