CLARK MONTESSORI SCHOOL FOUNDATION INC: Form 990EZ, tax year 2021
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- Organization
- CLARK MONTESSORI SCHOOL FOUNDATION INC (EIN 31-1590999)
- Tax period
- 2021-08-01 to 2022-07-31
- Filed
- 2023-06-12
- IRS object ID
- 202321639349201012
- Schema version
- 2021v4.2
- 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 | 2023-06-12T09:22:03-05:00 | ReturnTs |
| Tax Period End | 2022-07-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 310800053 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLARK SCHAEFER HACKETT & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 EAST 4TH STREET | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2021-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311590999 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLARK MONTESSORI SCHOOL FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CLAR | BusinessNameControlTxt |
| Phone | 5133637100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3030 ERIE AVE | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45208 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KELLY CRANTFORD | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 5133637100 | PhoneNum |
| Signature | 2023-06-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KELLY | PersonFirstNm |
| Person Last | CRANTFORD | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ESTHER DANIEL | PreparerPersonNm |
| PTIN | P01285343 | PTIN |
| Phone | 5132413111 | PhoneNum |
| Preparation | 2023-06-06 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Website Address | HTTPS://CLARKMONTESSORIFOUNDATION.ORG/ | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $96,262 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $38,463 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $54,266 | ProgramServiceRevenueAmt |
| Investment Income | $3,533 | InvestmentIncomeAmt |
| Total Revenue | $96,262 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $11,618 | GrantsAndSimilarAmountsPaidAmt |
| Fees And Other Pymt To Ind Cntrct | $3,115 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $78,189 | OtherExpensesTotalAmt |
| Total Expenses | $92,922 | TotalExpensesAmt |
| Excess Or Deficit For Year | $3,340 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $259,298 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $262,638 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $259,298 | BOYAmt |
| EOY | $262,638 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $259,298 | BOYAmt |
| EOY | $262,638 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $259,298 | BOYAmt |
| EOY | $262,638 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | TO PROVIDE SUPPORT FOR THE CLARK MONTESSORI SCHOOL, INCLUDING PROMOTION OF THE EDUCATION OF ITS STUDENTS, STUDENT ACTIVITIES AND ATHLETIC OPPORTUNITIES. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | DURING THE YEAR, THE FOUNDATION SUPPORTED AND PROMOTED STUDENT ACADEMIC PERFORMANCE AND ACTIVITIES. THESE INCLUDE EXTRACURRICULAR ACTIVITIES AND CLUBS. IT ALSO CONTRIBUTES TO OTHER ADVANCEMENTS FOR CLARK MONTESSORI STUDENTS WITH ITEMS SUCH AS EQUIPMENT, TEXTBOOKS, ART, SUPPLIES, SCIENCE MATERIALS, MUSIC, YEARBOOK AND PROM. | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $11,618 | GrantsAndAllocationsAmt |
| Program Service Expenses | $89,237 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $89,237 | TotalProgramServiceExpensesAmt |
| Info In Schedule O Part IV | Yes (X) | InfoInScheduleOPartIVInd |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (12 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| MARJORIE CROUSE | ||||
| PRESIDENT | 5.00 | $0 | $0 | $0 |
| KELLY CRANTFORD | ||||
| TREASURER | 5.00 | $0 | $0 | $0 |
| HOLLY BLACKLEY | ||||
| VICE PRESIDENT | 5.00 | $0 | $0 | $0 |
| SARAH LAVELLE | ||||
| SECRETARY | 5.00 | $0 | $0 | $0 |
| TRACY CLANCY | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| ANDREA BARONE | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| ANNIE COATES | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| KIMBERLY PRICE | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| TRACEY BRESNAHAN | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| MICHELLE LIGHTFOOT | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| ERIC HIGGINS | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| JAKE TOWNER | ||||
| DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | 0 | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | 0 | OrganizationHadUBIInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Direct Indirect Pltcl Expend | $0 | DirectIndirectPltclExpendAmt |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KELLY CRANTFORD | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3030 ERIE AVE | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45208 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5133637100 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Donor Advised Fnds | 0 | DonorAdvisedFndsInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Tanning Services Provided | 0 | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| School Operating | 0 | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (1) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $42,493 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $69,095 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $45,259 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $98,216 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $38,463 | CurrentTaxYearAmt |
| Total | $293,526 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $42,493 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $69,095 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $45,259 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $98,216 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $38,463 | CurrentTaxYearAmt |
| Total | $293,526 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $293,526 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $332 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $440 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $350 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,218 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $673 | CurrentTaxYearAmt |
| Total | $3,013 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,585 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,756 | CurrentTaxYearMinus3YearsAmt |
| Total | $11,341 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $307,880 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $286,776 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.95340 | PublicSupportCY170Pct |
| Public Support PY170 | 0.95200 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 4 - RENTAL INCOME | KIND AND LOCATION OF PROPERTY: SOCCER FIELD RENTAL. AMOUNT: 2,860. |
| FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME | DESCRIPTION: INTEREST INCOME. AMOUNT: 673. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: EDUCATIONAL. GRANTEE NAME: CLARK MONTESSORI HIGH SCHOOL. GRANTEE ADDRESS: 3030 ERIE AVE CINCINNATI, OH 45208. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 11,618. |
| FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES | DESCRIPTION: PROGRAM & ACTIVITY EXPENSES. AMOUNT: 77,375. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 570. DESCRIPTION: DUES & SUBSCRIPTIONS. AMOUNT: 244. TOTAL TO FORM 990-EZ, LINE 16: 78,189. |
Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Declaration | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. | DeclarationDesc |