SOUTHWEST MONTESSORI ACADEMY: Form 990EZ, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- SOUTHWEST MONTESSORI ACADEMY (EIN 45-5138320)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2015-09-22
- IRS object ID
- 201502659349200305
- Schema version
- 2014v5.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-09-22T10:27:59-05:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 351344820 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DULIN WARD & DEWALD INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9921 DUPONT CIRCLE DR W 300 | AddressLine1Txt |
| City | FORT WAYNE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 468251610 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 455138320 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTHWEST MONTESSORI ACADEMY INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SOUT | BusinessNameControlTxt |
| Phone | 2604344450 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1625 MAGNAVOX WAY | AddressLine1Txt |
| City | FORT WAYNE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46804 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VYJAYANTHI KADAMBI | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 2604344450 | PhoneNum |
| Signature | 2015-09-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTINE M RUPP CPA | PreparerPersonNm |
| PTIN | P00434000 | PTIN |
| Phone | 2604232414 | PhoneNum |
| Preparation | 2015-09-22 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | SOUTHWESTMONTESSORIACADEMY.ORG | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $128,773 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $2,600 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $126,173 | ProgramServiceRevenueAmt |
| Total Revenue | $128,773 | TotalRevenueAmt |
| Salaries Other Comp Empl Bnft | $72,484 | SalariesOtherCompEmplBnftAmt |
| Fees And Other Pymt To Ind Cntrct | $1,005 | FeesAndOtherPymtToIndCntrctAmt |
| Occupancy Rent Utlts And Maint | $45,458 | OccupancyRentUtltsAndMaintAmt |
| Other Expenses Total | $27,682 | OtherExpensesTotalAmt |
| Total Expenses | $146,629 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$17,856 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | -$39,346 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$57,202 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,807 | BOYAmt |
| EOY | $13,610 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,306 | BOYAmt |
| EOY | $86,188 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $101,113 | BOYAmt |
| EOY | $99,798 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $140,459 | BOYAmt |
| EOY | $157,000 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$39,346 | BOYAmt |
| EOY | -$57,202 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | THE 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | THE SOUTHWEST MONTESSORI ACADEMY BEGAN OPERATION OF A MONTESSORI SCHOOL FOR PRESCHOOLERS ON AUGUST 23, 2013. FOR THE 2013/2014 SCHOOL YEAR, THE ORGANIZATION SERVED 12 STUDENTS; FOR THE 2014/2015 SCHOOL YEAR, THE ORGANIZATION SERVED 20 STUDENTS. DURING THE FISCAL YEAR ENDED JUNE 30, 2015, A WEEKLY ART PROGRAM FOR KINDERGARTNERS WAS ADDED AND AN AFTER SCHOOL SOCCER PROGRAM WAS ADDED. IN ADDITION, AN INTERN COMPLETED HER AMS MONTESSORI CERTIFICATION. | DescriptionProgramSrvcAccomTxt |
| Program Service Expenses | $131,162 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $131,162 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (3 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| VYJAYANTHI KADAMBI | ||
| SECRETARY | 40.00 | $0 |
| SARAH LINDEMANN | ||
| PRESIDENT | 1.00 | $0 |
| EVANGELOS TOZAKOGLOU | ||
| TREASURER | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | Yes (true) | MadeLoansToFromOfficersInd |
| Loans To From Officers | $157,000 | LoansToFromOfficersAmt |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VYJAYANTHI KADAMBI | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1625 MAGNAVOX WAY | AddressLine1Txt |
| City | FORT WAYNE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46804 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2604344450 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | false | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE E, LINE 3 | FormAndLineReferenceDesc |
| Explanation | NONDISCRIMINATION 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DR ASHOK KADAMBI | PersonNm |
| Relationship With Org | SPOUSE OF OFFICER | RelationshipWithOrgTxt |
| Loan Purpose | STARTUP/OPERATIONAL EXPENSES | LoanPurposeTxt |
| Loan To Organization | Yes (X) | LoanToOrganizationInd |
| Original Principal | $157,000 | OriginalPrincipalAmt |
| Balance Due | $157,000 | BalanceDueAmt |
| Default | false | DefaultInd |
| Board Or Committee Approval | Yes (true) | BoardOrCommitteeApprovalInd |
| Written Agreement | Yes (true) | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $157,000 | TotalBalanceDueAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 16 | EXPENSES ADVERTISING AND PROMOTION 3,647 COPIER EXPENSE 304 SUPPLIES 676 SOFTWARE/COMPUTER EXPENSE 440 INTEREST ON STARTUP LOAN 2,117 INSURANCE-PROPERTY/LIABILITY 2,483 INSURANCE-WORKERS COMP 529 CLASSROOM EXPENSES 10,239 DUES AND SUBSCRIPTIONS 395 OTHER GENERAL/ADMIN 1,471 MISC TAXES 19 NON-INVESTMENT DEPRECIATION 5,362 TOTAL 27,682 |
| FORM 990-EZ, PART II, LINE 24 | FURNITURE/EQUIPMENT 32,290 42,536 LESS ACCUMULATED DEPRECIATION 2,100 6,024 LEASEHOLDS 52,278 52,278 LESS ACCUMULATED DEPRECIATION 1,162 2,602 TOTAL 81,306 86,188 |
| FORM 990-EZ, PART II, LINE 26 | ACCOUNTS PAYABLE AND ACCRUED EXPENSES 2,664 0 DEFERRED REVENUE 10,795 0 LOANS FROM OFFICERS 127,000 157,000 |
| FORM 990-EZ, PART III | THE 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 28 | THE SOUTHWEST MONTESSORI ACADEMY BEGAN OPERATION OF A MONTESSORI SCHOOL FOR PRESCHOOLERS ON AUGUST 23, 2013. FOR THE 2013/2014 SCHOOL YEAR, THE ORGANIZATION SERVED 12 STUDENTS; FOR THE 2014/2015 SCHOOL YEAR, THE ORGANIZATION SERVED 20 STUDENTS. DURING THE FISCAL YEAR ENDED JUNE 30, 2015, A WEEKLY ART PROGRAM FOR KINDERGARTNERS WAS ADDED AND AN AFTER SCHOOL SOCCER PROGRAM WAS ADDED. IN ADDITION, AN INTERN COMPLETED HER AMS MONTESSORI CERTIFICATION. |
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