Civic Intelligence

Morning Star Montessori

EIN 11-3645942 • 501(c)3 • Cedarburg, WI

Profile

Education

PO Box 888Cedarburg, WI 53012

morningstarmontessori.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2013

Net Margin

56th percentile

4.8%

Higher net margin than 56% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2013

Asset Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2012 to 2013

Revenue Growth

26th percentile

-32%

Faster revenue growth than 26% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Assets

Up

$1,563

Up $1,563 from 2012

Liabilities

Down

$0

Down $11,134 (-100%) from 2012

Net Assets

Up

$1,563

Up $12,697 (+114%) from 2012

Revenue

Down

$32,518

Down $15,077 (-32%) from 2012

Expenses

Down

$30,955

Down $27,789 (-47%) from 2012

Net Income

Up

$1,563

Up $12,712 (+114%) from 2012

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20K$10K$0-$10K-$20KAssets 2010: $13,983Liabilities 2010: $0Net Assets 2010: $13,9832010Assets 2011: $15Liabilities 2011: $0Net Assets 2011: $152011Assets 2012: $0Liabilities 2012: $11,134Net Assets 2012: -$11,1342012Assets 2013: $1,563Liabilities 2013: $0Net Assets 2013: $1,5632013

Highlighted filing

2013

Assets$1,563
Liabilities$0
Net Assets$1,563

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60K$40K$20K$0-$20KRevenue 2010: $33,064Expenses 2010: $31,214Net Income 2010: $1,8502010Revenue 2011: $27,468Expenses 2011: $28,783Net Income 2011: -$1,3152011Revenue 2012: $47,595Expenses 2012: $58,744Net Income 2012: -$11,1492012Revenue 2013: $32,518Expenses 2013: $30,955Net Income 2013: $1,5632013

Highlighted filing

2013

Revenue$32,518
Expenses$30,955
Net Income$1,563

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Jul 26, 2014
Return Version
2013v3.0
Gross Receipts
$32,518
Mission and Program Overview

Mission

Education

Program Services

DescriptionGrantsExpenses
AMI Montessori Private School Programs$0$30,955
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Vera BrissmanPresident And DirectorPT$0--
John BrissmanTreasurer-$0--
Dominga SanchezSecretary-$0--
Monika HartlDirector-$0--
Diane BanasDirector-$0--
Filing and Contact Details

Filer

EIN
11-3645942
Phone
2625733200

Signing Officer

Name
Vera Brissman
Title
President
Phone
2625733200
Signed
2014-07-26
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

Field trips repaying expenses materials taxes advertising credit cards office supplies staff development

Form 990-EZ, Part I, Line 20

Found that I had been making a constant mistake in Quickbooks I had placed an expense in an account in Quickbooks on my computer and subtracted it from the balance at the same time the Quickbooks program subtracted it automatically so some expenses were subtracted twice

Raw XML Appendix168 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/BenefitsPaidToOrForMembersAmt03511
IRS990EZ/BooksInCareOfDetail/PersonNm0Vera Brissman
IRS990EZ/BooksInCareOfDetail/PhoneNum02623754318
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10W58 N432 Hilbert Avenue
IRS990EZ/BooksInCareOfDetail/USAddress/City0Cedarburg
IRS990EZ/BooksInCareOfDetail/USAddress/State0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode053012
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt00
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt01563
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt0412
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt01563
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0285
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt01563
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt032518
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0-11134
IRS990EZ/NetAssetsOrFundBalancesEOYAmt01563
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0-11134
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt01563
IRS990EZ/OccupancyRentUtltsAndMaintAmt03162
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Vera Brissman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1John Brissman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Dominga Sanchez
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Monika Hartl
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Diane Banas
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President and Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt011134
IRS990EZ/OtherExpensesTotalAmt010502
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Education
IRS990EZ/PrintingPublicationsPostageAmt03441
IRS990EZ/ProgramServiceRevenueAmt032106
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0AMI Montessori Private School Programs
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt030955
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt010054
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/SchoolOperatingInd01
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WI
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt011134
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt030955
IRS990EZ/TotalProgramServiceExpensesAmt030955
IRS990EZ/TotalRevenueAmt032518
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0morningstarmontessori.org
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd00
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0We have published our non-discrimination policy in the local newspaper, the News Graphic
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule E, Part I, Line 3
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Field trips repaying expenses materials taxes advertising credit cards office supplies staff development
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Found that I had been making a constant mistake in Quickbooks I had placed an expense in an account in Quickbooks on my computer and subtracted it from the balance at the same time the Quickbooks program subtracted it automatically so some expenses were subtracted twice
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 20
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Vera Brissman
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum02625733200
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-07-26
ReturnHeader/Filer/BusinessName/BusinessNameLine10MORNING STAR MONTESSORI
ReturnHeader/Filer/BusinessNameControlTxt0MORN
ReturnHeader/Filer/EIN0113645942
ReturnHeader/Filer/PhoneNum02625733200
ReturnHeader/Filer/USAddress/AddressLine10PO Box 888
ReturnHeader/Filer/USAddress/City0Cedarburg
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode053012
ReturnHeader/ReturnTs02014-07-26T21:42:45-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

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