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SOUTHWEST MONTESSORI ACADEMY: Form 990EZ, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
SOUTHWEST MONTESSORI ACADEMY (EIN 45-5138320)
Tax period
2016-07-01 to 2017-06-30
Filed
2018-01-30
IRS object ID
201820309349200002
Schema version
2016v3.1
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)
Return2018-01-30T07:44:37-05:00ReturnTs
Tax Period End2017-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN351344820PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DULIN WARD & DEWALD INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line19921 DUPONT CIRCLE DR W 300AddressLine1Txt
CityFORT WAYNECityNm
State AbbreviationINStateAbbreviationCd
ZIP468251610ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2016-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN455138320EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SOUTHWEST MONTESSORI ACADEMY INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSOUTBusinessNameControlTxt
Phone2604344450PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11625 MAGNAVOX WAYAddressLine1Txt
CityFORT WAYNECityNm
State AbbreviationINStateAbbreviationCd
ZIP46804ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonVYJAYANTHI KADAMBIPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone2604344450PhoneNum
Signature2018-01-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHRISTINE M RUPP CPAPreparerPersonNm
PTINP00434000PTIN
Phone2604232414PhoneNum
Preparation2018-01-30PreparationDt

Filing Security Information FilingSecurityInformation

FieldValueIRS element (for citing)
At Submission Creation Device Id9104DBFCFF0EE4AADF909BBDFBE46873B0FA1EB7AtSubmissionCreationDeviceId
At Submission Filing Device Id9104DBFCFF0EE4AADF909BBDFBE46873B0FA1EB7AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Website AddressSOUTHWESTMONTESSORIACADEMY.ORGWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$176,456GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$7,026ContributionsGiftsGrantsEtcAmt
Program Service Revenue$168,980ProgramServiceRevenueAmt
Special Events Direct Expenses$156SpecialEventsDirectExpensesAmt
Special Events Net Income Loss-$156SpecialEventsNetIncomeLossAmt
Gross Sales Of Inventory$450GrossSalesOfInventoryAmt
Cost Of Goods Sold$620CostOfGoodsSoldAmt
Gross Profit Loss Sls Of Invntry-$170GrossProfitLossSlsOfInvntryAmt
Total Revenue$175,680TotalRevenueAmt
Salaries Other Comp Empl Bnft$87,744SalariesOtherCompEmplBnftAmt
Fees And Other Pymt To Ind Cntrct$2,175FeesAndOtherPymtToIndCntrctAmt
Occupancy Rent Utlts And Maint$47,272OccupancyRentUtltsAndMaintAmt
Other Expenses Total$23,995OtherExpensesTotalAmt
Total Expenses$161,186TotalExpensesAmt
Excess Or Deficit For Year$14,494ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY-$25,201NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY-$10,707NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$50,267BOYAmt
EOY$71,454EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$81,797BOYAmt
EOY$78,559EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$132,064BOYAmt
EOY$150,013EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$157,265BOYAmt
EOY$160,720EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY-$25,201BOYAmt
EOY-$10,707EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeTHE SPECIFIC OBJECTIVES AND PURPOSES OF THE ORGANIZATION ARE TO ADVANCE THE PRINCIPLES OF EDUCATION DEVELOPED BY MARIA MONTESSORI THROUGH THE ESTABLISHMENT AND OPERATION OF A NONPROFIT, NONDENOMINATIONAL SCHOOL FOR CHILDREN WITHOUT REGARD TO RACE, CREED, SEX, DISABILITY OR NATIONAL ORIGIN; AND THE SPONSORSHIP OF SUCH OTHER PROGRAMS AND/OR GROUPS AS WILL FURTHER CARRY OUT THE PURPOSE OF THE ORGANIZATION.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp

FieldValueIRS element (for citing)
Description Program Srvc AccomTHE SOUTHWEST MONTESSORI ACADEMY BEGAN OPERATION OF A MONTESSORI SCHOOL FOR PRESCHOOLERS ON AUGUST 23, 2013. FOR THE 2016/2017 SCHOOL YEAR, THE ORGANIZATION SERVED 24 STUDENTS. BEGINING DURING THE FISCAL YEAR ENDED JUNE 30, 2016, BEFORE AND AFTER SCHOOL CARE IS OFFERED TO ENROLLED STUDENTS.DescriptionProgramSrvcAccomTxt
Program Service Expenses$144,770ProgramServiceExpensesAmt
FieldValueIRS element (for citing)
Total Program Service Expenses$144,770TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (5 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
VYJAYANTHI KADAMBI
DIRECTOR30.00$0
MEGHAN HERMANN
VICE PRESIDE2.00$0
EVANGELOS TOZAKOGLOU
PRESIDENT2.00$0
ANDREW OGG
TREASURER2.00$0
TAMMI PAPPAS
SECRETARY2.00$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 OfficersYes (true)MadeLoansToFromOfficersInd
Loans To From Officers$157,000LoansToFromOfficersAmt
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
States Where Copy Of Return Is FldINStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonVYJAYANTHI KADAMBIPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11625 MAGNAVOX WAYAddressLine1Txt
Address Line2SUITE BAddressLine2Txt
CityFORT WAYNECityNm
State AbbreviationINStateAbbreviationCd
ZIP46804ZIPCd
FieldValueIRS element (for citing)
Phone2604344450PhoneNum
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 RecsYes (true)MaintainRacialCompRecsInd
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
ExplanationNONDISCRIMINATION POLICY IS DISCLOSED ON ORGANIZATION'S WEBSITE AND ALL PRINTED MATERIALS, INCLUDING APPLICATION FOR ADMISSION.ExplanationTxt

Schedule L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp

FieldValueIRS element (for citing)
PersonDR ASHOK KADAMBIPersonNm
Relationship With OrgSPOUSE OF OFFICERRelationshipWithOrgTxt
Loan PurposeSTARTUP/OPERATIONAL EXPENSESLoanPurposeTxt
Loan To OrganizationYes (X)LoanToOrganizationInd
Original Principal$157,000OriginalPrincipalAmt
Balance Due$157,000BalanceDueAmt
DefaultfalseDefaultInd
Board Or Committee ApprovalYes (true)BoardOrCommitteeApprovalInd
Written AgreementYes (true)WrittenAgreementInd
FieldValueIRS element (for citing)
Total Balance Due$157,000TotalBalanceDueAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 16EXPENSES ADVERTISING AND PROMOTION 4,333 COPIER EXPENSE 676 SUPPLIES 602 SOFTWARE/COMPUTER EXPENSE 399 OTHER OFFICE 356 TRAVEL 678 INTEREST ON STARTUP LOAN 3,175 INSURANCE-PROPERTY/LIABILITY 2,606 INSURANCE-WORKERS COMP 644 CLASSROOM EXPENSES 2,908 DUES AND SUBSCRIPTIONS 652 OTHER FUNDRAISING EXP 680 PROFESSIONAL DEVELOPMENT 533 NON-INVESTMENT DEPRECIATION 5,753 TOTAL 23,995
FORM 990-EZ, PART II, LINE 24ACCOUNTS RECEIVABLE 1,316 3,277 FURNITURE/EQUIPMENT 42,536 95,370 LESS ACCUMULATED DEPRECIATION 10,291 20,088 LEASEHOLDS 52,278 0 LESS ACCUMULATED DEPRECIATION 4,042 0 TOTAL 81,797 78,559
FORM 990-EZ, PART II, LINE 26ACCOUNTS PAYABLE AND ACCRUED EXPENSES 265 1,770 DEFERRED REVENUE 0 1,950 LOANS FROM OFFICERS 157,000 157,000
FORM 990-EZ, PART IIITHE SPECIFIC OBJECTIVES AND PURPOSES OF THE ORGANIZATION ARE TO ADVANCE THE PRINCIPLES OF EDUCATION DEVELOPED BY MARIA MONTESSORI THROUGH THE ESTABLISHMENT AND OPERATION OF A NONPROFIT, NONDENOMINATIONAL SCHOOL FOR CHILDREN WITHOUT REGARD TO RACE, CREED, SEX, DISABILITY OR NATIONAL ORIGIN; AND THE SPONSORSHIP OF SUCH OTHER PROGRAMS AND/OR GROUPS AS WILL FURTHER CARRY OUT THE PURPOSE OF THE ORGANIZATION.
FORM 990-EZ, PART III, LINE 28THE SOUTHWEST MONTESSORI ACADEMY BEGAN OPERATION OF A MONTESSORI SCHOOL FOR PRESCHOOLERS ON AUGUST 23, 2013. FOR THE 2016/2017 SCHOOL YEAR, THE ORGANIZATION SERVED 24 STUDENTS. BEGINING DURING THE FISCAL YEAR ENDED JUNE 30, 2016, BEFORE AND AFTER SCHOOL CARE IS OFFERED TO ENROLLED STUDENTS.

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