Civic Intelligence

Montessori Centre PTA

990EZ • Fiscal year 2015 • EIN 20-1849771

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 11, 2015

Organization ProfileN/A
4608 Granny White PikeNashville, TN 37220

(615) 777-9283

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2015

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2015

Net Margin

86th percentile

33%

Higher net margin than 86% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$36,441

No earlier filing loaded for comparison.

Net Assets

$36,441

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin86th percentile

Revenue

$47,609

No earlier filing loaded for comparison.

Expenses

$31,912

No earlier filing loaded for comparison.

Net Income

$15,697

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$80K$60K$40K$20K$0Assets 2015: $36,441Net Assets 2015: $36,4412015Assets 2017: $37,853Net Assets 2017: $37,8532017Assets 2018: $24,595Net Assets 2018: $24,5952018Assets 2019: $41,992Net Assets 2019: $41,9922019Assets 2020: $22,382Liabilities 2020: $0Net Assets 2020: $22,3822020Assets 2021: $34,019Liabilities 2021: $8,081Net Assets 2021: $25,9382021Assets 2022: $61,370Liabilities 2022: $645Net Assets 2022: $60,7252022Assets 2023: $64,456Liabilities 2023: $11,899Net Assets 2023: $52,5572023Assets 2024: $28,804Liabilities 2024: $0Net Assets 2024: $28,8042024Assets 2025: $15,387Liabilities 2025: $0Net Assets 2025: $15,3872025

Highlighted filing

2015

Assets$36,441
Liabilities-
Net Assets$36,441
Open 2015 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50KRevenue 2015: $47,609Expenses 2015: $31,912Net Income 2015: $15,6972015Revenue 2017: $51,439Expenses 2017: $63,777Net Income 2017: -$12,3382017Revenue 2018: $40,311Expenses 2018: $53,569Net Income 2018: -$13,2582018Revenue 2019: $32,014Expenses 2019: $14,617Net Income 2019: $17,3972019Revenue 2020: $10,537Expenses 2020: $30,147Net Income 2020: -$19,6102020Revenue 2021: $29,163Expenses 2021: $25,607Net Income 2021: $3,5562021Revenue 2022: $63,775Expenses 2022: $28,988Net Income 2022: $34,7872022Revenue 2023: $59,196Expenses 2023: $67,364Net Income 2023: -$8,1682023Revenue 2024: $36,604Expenses 2024: $43,076Net Income 2024: -$6,4722024Revenue 2025: $26,713Expenses 2025: $40,130Net Income 2025: -$13,4172025

Highlighted filing

2015

Revenue$47,609
Expenses$31,912
Net Income$15,697
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 11, 2015
Return Version
2014v6.0
Gross Receipts
$111,527
Mission and Program Overview

Mission

Parent/teacher association

Enhance student, parent, teacher educational experience.

Program Services

DescriptionGrantsExpenses
PTA ASSISTED WITH COSTS TO START GARDEN ON SCHOOL PROPERTY FOR CHILDREN TO GROW VEGETABLES.-$16,549
PTA EVENTS THAT INCLUDE PARENTS, TEACHERS AND STUDENTS. INCLUDES TEACHER APPRECIATION GIFTS, DONATIONS TO SCHOOL TO ASSIST WITH EXPENSES TO ENHANCE CHILDREN'S EDUCATIONAL EXPERIENCE-$14,384
0--
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAUREN HONGPresident-$0--
MEREDITH GILPINVice President-$0--
TRACEY PEARSONTreasurer-$0--
JESSICA PEOPLESSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
2015 Spring Auction$55,472$53,872$51,666$2,206
Total Events$55,472$53,872$57,010$-3,138
Filing and Contact Details

Filer

Filer Name
Montessori Centre Pta Inc
EIN
20-1849771
Phone
6157779283
Address
4608 GRANNY WHITE PIKE, NASHVILLE, TN 37220

Signing Officer

Name
Tracey Pearson
Title
Treasurer
Phone
6157779283
Signed
2015-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Friday Walker & Associates Pllc
Address
103 JORDAN DRIVE SUITE 4, CHATTANOOGA, TN 37421
Preparer
Kay Friday CPA
Phone
4238553935
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 10

“Donation to school to assist with expenses educational assistance montessori centre, llc (school) none 13417.”

Form 990EZ, Part I, Line 16

“Business registration fees 22. Supplies 164. Meetings 344. Teacher gifts 967. Miscellaneous 49. School garden expenses 16549.”

Raw XML Appendix162 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0TRACEY PEARSON
IRS990EZ/BooksInCareOfDetail/PhoneNum06157779283
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05845 BEAUREGARD DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NASHVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd037215
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt020744
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt036441
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt051472
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt015697
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0400
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt020744
IRS990EZ/Form990TotalAssetsGrp/EOYAmt036441
IRS990EZ/FundraisingGrossIncomeAmt056730
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt013417
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0111527
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt03325
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt020744
IRS990EZ/NetAssetsOrFundBalancesEOYAmt036441
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt020744
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt036441
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LAUREN HONG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MEREDITH GILPIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TRACEY PEARSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JESSICA PEOPLES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt018095
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ENHANCE STUDENT, PARENT, TEACHER EDUCATIONAL EXPERIENCE.
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PTA EVENTS THAT INCLUDE PARENTS, TEACHERS AND STUDENTS. INCLUDES TEACHER APPRECIATION GIFTS, DONATIONS TO SCHOOL TO ASSIST WITH EXPENSES TO ENHANCE CHILDREN'S EDUCATIONAL EXPERIENCE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PTA ASSISTED WITH COSTS TO START GARDEN ON SCHOOL PROPERTY FOR CHILDREN TO GROW VEGETABLES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt014384
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt116549
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt063918
IRS990EZ/SpecialEventsNetIncomeLossAmt0-7188
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt031912
IRS990EZ/TotalProgramServiceExpensesAmt030933
IRS990EZ/TotalRevenueAmt047609
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Other Income Part III, Line 12 Description: MISCELLANEOUS INCOME 2010: 12. 2011: 0. 2012: 0. 2013: 38. 2014: 0.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Pt II Ln 10
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt054797
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01087
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01812
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01550
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02221
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt061467
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt056730
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt030240
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt032740
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt044001
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt015684
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0179395
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt038
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt012
IRS990ScheduleA/OtherIncome509Grp/TotalAmt050
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.99980
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0240862
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0111527
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt031327
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt034552
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt045551
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt017905
IRS990ScheduleA/Total509Grp/TotalAmt0240862
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0240912
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt01600
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt01600
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt057010
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm02015 SPRING AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt01344
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt01344
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt055472
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt055472
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt053872
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt053872
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-3138
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt051666
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt051666
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt04000
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt04000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DONATION TO SCHOOL TO ASSIST WITH EXPENSES EDUCATIONAL ASSISTANCE MONTESSORI CENTRE, LLC (SCHOOL) NONE 13417.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BUSINESS REGISTRATION FEES 22. SUPPLIES 164. MEETINGS 344. TEACHER GIFTS 967. MISCELLANEOUS 49. SCHOOL GARDEN EXPENSES 16549.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TRACEY PEARSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06157779283
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONTESSORI CENTRE PTA INC
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0201849771
ReturnHeader/Filer/PhoneNum06157779283
ReturnHeader/Filer/USAddress/AddressLine1Txt04608 GRANNY WHITE PIKE
ReturnHeader/Filer/USAddress/CityNm0NASHVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd037220
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FRIDAY WALKER & ASSOCIATES PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0103 JORDAN DRIVE SUITE 4
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHATTANOOGA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd037421
ReturnHeader/PreparerPersonGrp/PhoneNum04238553935
ReturnHeader/PreparerPersonGrp/PreparationDt02016-02-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KAY FRIDAY CPA
ReturnHeader/ReturnTs02016-02-09T06:49:47-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$36,441
Liabilities
-
Net assets
$36,441
Revenue
$47,609
Expenses
$31,912
Net income
$15,697
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$15.4$0.00$15.4$26.7$40.1$13.4
2024Detailed filing. Detailed filing data is available for this year.$28.8$0.00$28.8$36.6$43.1$6.47
2023Detailed filing. Detailed filing data is available for this year.$64.5$11.9$52.6$59.2$67.4$8.17
2022Detailed filing. Detailed filing data is available for this year.$61.4$0.65$60.7$63.8$29.0$34.8
2021Detailed filing. Detailed filing data is available for this year.$34.0$8.08$25.9$29.2$25.6$3.56
2020Detailed filing. Detailed filing data is available for this year.$22.4$0.00$22.4$10.5$30.1$19.6
2019Detailed filing. Detailed filing data is available for this year.$42.0$42.0$32.0$14.6$17.4
2018Detailed filing. Detailed filing data is available for this year.$24.6$24.6$40.3$53.6$13.3
2017Detailed filing. Detailed filing data is available for this year.$37.9$37.9$51.4$63.8$12.3
2015Detailed filing. Detailed filing data is available for this year.$36.4$36.4$47.6$31.9$15.7