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UPSTONE MONTESSORI SCHOOL: Form 990EZ, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
UPSTONE MONTESSORI SCHOOL (EIN 85-4028870)
Tax period
2022-07-01 to 2023-06-30
Filed
2023-12-12
IRS object ID
202333469349200103
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-12-12T07:32:03-05:00ReturnTs
Tax Period End2023-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN020374548PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HOUDE & COMPANY PROF ASSNBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1215-A MAIN STAddressLine1Txt
CityNASHUACityNm
State AbbreviationNHStateAbbreviationCd
ZIP030602938ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2022-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN854028870EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1UPSTONE MONTESSORI SCHOOLBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlUPSTBusinessNameControlTxt
Phone6039210029PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1500 WEST HOLLIS STREETAddressLine1Txt
CityNASHUACityNm
State AbbreviationNHStateAbbreviationCd
ZIP03062ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJONATHAN HOFFPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6039210029PhoneNum
Signature2023-11-15SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJONATHANPersonFirstNm
Person LastSCHEFFPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPETER J HOUDE CPAPreparerPersonNm
PTINP00392416PTIN
Phone6038822785PhoneNum
Preparation2023-12-12PreparationDt
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Website AddressN/AWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$160,962GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$8,695ContributionsGiftsGrantsEtcAmt
Program Service Revenue$151,257ProgramServiceRevenueAmt
Membership Dues$1,010MembershipDuesAmt
Total Revenue$160,962TotalRevenueAmt
Salaries Other Comp Empl Bnft$97,306SalariesOtherCompEmplBnftAmt
Fees And Other Pymt To Ind Cntrct$5,483FeesAndOtherPymtToIndCntrctAmt
Occupancy Rent Utlts And Maint$28,821OccupancyRentUtltsAndMaintAmt
Other Expenses Total$23,135OtherExpensesTotalAmt
Total Expenses$154,745TotalExpensesAmt
Excess Or Deficit For Year$6,217ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY-$751NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$5,466NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$54,546BOYAmt
EOY$13,142EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
EOY$40,809EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$54,546BOYAmt
EOY$53,951EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$55,297BOYAmt
EOY$48,485EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY-$751BOYAmt
EOY$5,466EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeUPSTONE MONTESSORI SCHOOL (CORPORATION) WILL PROVIDE HIGH-QUALITY, MONTESSORI EDUCATION TO CHILDREN BEFORE THEY REACH FORMAL SCHOOLING AGE. MONTESSORI IS A METHOD OF EDUCATION THAT IS BASED ON SELF-DIRECTED ACTIVITY, HANDS-ON LEARNING AND COLLABORATIVE PLAY.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp

FieldValueIRS element (for citing)
Description Program Srvc AccomPROVIDING EDUCATION, UTILIZING THE MONTESSORI METHOD TO CHILDREN PRIOR TO FORMAL SCHOOLING AGE.DescriptionProgramSrvcAccomTxt
Program Service Expenses$154,657ProgramServiceExpensesAmt
FieldValueIRS element (for citing)
Total Program Service Expenses$154,657TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (5 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
AUSTIN MATTE
CEO, HEAD OF40.00$0
JONATHAN HOFF
PRESIDENT1.00$0
BRYAN NELSON
PRESIDENT-EL1.00$0
LUISPAUL HINOJOSA
TREASURER1.00$0
CHRIS TEARE
SECRETARY1.00$0
FieldValueIRS element (for citing)
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not RptfalseChgMadeToOrgnzngDocNotRptInd
Organization Had UBIfalseOrganizationHadUBIInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Form1120 Pol FiledfalseForm1120PolFiledInd
Made Loans To From OfficersfalseMadeLoansToFromOfficersInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonAUSTIN MATTEPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line110 POLIQUIN DRIVEAddressLine1Txt
CityNASHUACityNm
State AbbreviationNHStateAbbreviationCd
ZIP03062ZIPCd
FieldValueIRS element (for citing)
Phone6039210029PhoneNum
FieldValueIRS element (for citing)
Foreign Financial AccountfalseForeignFinancialAccountInd
Foreign OfficefalseForeignOfficeInd
Donor Advised FndsfalseDonorAdvisedFndsInd
Operate HospitalfalseOperateHospitalInd
Tanning Services ProvidedfalseTanningServicesProvidedInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
School OperatingYes (true)SchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (true)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (true)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (true)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediaYes (true)PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsfalseMaintainRacialCompRecsInd
Maintain Scholarships RecsYes (true)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (true)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (true)MaintainCpyOfAllSolInd
Discriminate Race Stdnts RghtsfalseDiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss PlcyfalseDiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm FcultyfalseDiscriminateRaceEmplmFcultyInd
Discriminate Race SchsfalseDiscriminateRaceSchsInd
Discriminate Race Educ PlcyfalseDiscriminateRaceEducPlcyInd
Discriminate Race Use Of FcltsfalseDiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt ProgfalseDiscriminateRaceAthltProgInd
Discriminate Race Other ActyfalseDiscriminateRaceOtherActyInd
Government Financial Aid RcvdfalseGovernmentFinancialAidRcvdInd
Government Financial Aid RvkdfalseGovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (true)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE E, LINE 3FormAndLineReferenceDesc
ExplanationPOLICY IS DISCLOSED ON WEBSITEExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 16EXPENSES ADVERTISING & MARKETING 7,822 OFFICE EXPENSE 1,239 SUPPLIES 3,681 INTEREST 2,539 INSURANCE 4,124 NON-INVESTMENT DEPRECIATION 3,730 TOTAL 23,135
FORM 990-EZ, PART II, LINE 24CLASSROOM FURNITURE 0 7,842 LESS ACCUMULATED DEPRECIATION 0 747 CLASSROOM INSTRUCTIONAL EQUIPMENT 0 10,278 LESS ACCUMULATED DEPRECIATION 0 1,028 FIRE ALARMS 0 7,941 LESS ACCUMULATED DEPRECIATION 0 441 FENCE 0 7,377 LESS ACCUMULATED DEPRECIATION 0 328 FURNACE 0 4,588 LESS ACCUMULATED DEPRECIATION 0 204 OFFICE EQUIPMENT 0 5,610 LESS ACCUMULATED DEPRECIATION 0 801 OUTDOOR EQUIPMENT 0 903 LESS ACCUMULATED DEPRECIATION 0 181 TOTAL 0 40,809
FORM 990-EZ, PART II, LINE 26DEFERRED REVENUE 8,750 11,054 UNSECURED NOTES AND LOANS PAYABLE 46,547 37,431
FORM 990-EZ, PART IIIUPSTONE MONTESSORI SCHOOL (CORPORATION) WILL PROVIDE HIGH-QUALITY, MONTESSORI EDUCATION TO CHILDREN BEFORE THEY REACH FORMAL SCHOOLING AGE. MONTESSORI IS A METHOD OF EDUCATION THAT IS BASED ON SELF-DIRECTED ACTIVITY, HANDS-ON LEARNING AND COLLABORATIVE PLAY.

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