Civic Intelligence

Montessori Centre PTA Inc

990EZ • Fiscal year 2017 • EIN 20-1849771

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 07, 2017

Organization ProfileN/A
4608 Granny White PikeNashville, TN 37220

(615) 777-9283

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$37,853

Up $1,412 (+3.9%) from 2015

Net Assets

Up

$37,853

Up $1,412 (+3.9%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

Up

$51,439

Up $3,830 (+8.0%) from 2015

Expenses

Up

$63,777

Up $31,865 (+100%) from 2015

Net Income

Down

-$12,338

Down $28,035 (-179%) from 2015

Historical Trend

Balance Sheet Trend

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

2017

Assets$37,853
Liabilities-
Net Assets$37,853
Open 2017 Filing

Operations Trend

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

2017

Revenue$51,439
Expenses$63,777
Net Income-$12,338
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 7, 2017
Return Version
2016v3.0
Gross Receipts
$66,854
Mission and Program Overview

Mission

Parent/teacher association

Program Services

DescriptionGrantsExpenses
PTA EVENTS THAT INCLUDE PARENTS, TEACHERS AND STUDENTS. INCLUDES TEACHER APPRECIATION GIFTS, DONATIONS TO SCHOOL TO ASSIST WITH EXPENSES TO ENCHANCE CHILDREN'S EDUCATIONAL EXPERIENCE.-$53,385
PTA ASSISTED WITH COSTS TO START AND MAINTAIN A GARDEN ON SCHOOL PROPERTY FOR CHILDREN TO GROW VEGETABLES.-$7,387
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MEREDITH GILPINPresident-$0--
AMY PATZVice-President-$0--
HEATHER MARSHTreasurer-$0--
JESSICA PEOPLESSecretary-$0--
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
Heather Marsh
Title
Treasurer
Phone
6157779283
Signed
2017-11-07
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Form 990EZ, Part I, Line 10

“Donation to school to assist with expenses; educational assist; montessori centre (school): 4608 gra”

Form 990EZ, Part I, Line 16

“OPERATIONS EXPENSES 158.”

Form 990EZ, Part I, Line 16

“PTA MEETINGS 1235.”

Form 990EZ, Part I, Line 16

“SUNSHINE COMMITTEE 869.”

Form 990EZ, Part I, Line 16

“TRAVEL 234.”

Raw XML Appendix160 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/BooksInCareOfDetail/PersonNm0HEATHER MARSH
IRS990EZ/BooksInCareOfDetail/PhoneNum06157750333
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04608 GRANNY WHITE PIKE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NASHVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd037220
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IRS990EZ/ExcessOrDeficitForYearAmt0-12338
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt060772
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
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IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/LobbyingActivitiesInd0false
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IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.50
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MEREDITH GILPIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1AMY PATZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2HEATHER MARSH
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/OtherExpensesTotalAmt02496
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PARENT/TEACHER ASSOCIATION
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PTA EVENTS THAT INCLUDE PARENTS, TEACHERS AND STUDENTS. INCLUDES TEACHER APPRECIATION GIFTS, DONATIONS TO SCHOOL TO ASSIST WITH EXPENSES TO ENCHANCE CHILDREN'S EDUCATIONAL EXPERIENCE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PTA ASSISTED WITH COSTS TO START AND MAINTAIN A GARDEN ON SCHOOL PROPERTY FOR CHILDREN TO GROW VEGETABLES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt053385
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt17387
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt015415
IRS990EZ/SpecialEventsNetIncomeLossAmt046609
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt063777
IRS990EZ/TotalProgramServiceExpensesAmt060772
IRS990EZ/TotalRevenueAmt051439
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Other Income Part III, Line 12 Description: MISCELLANEOUS INCOME 2012: 0. 2013: 38. 2014: 0. 2015: 0. 2016: 0.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Pt III Ln 12
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt04830
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt07600
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt054797
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01087
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01812
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt070126
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt062024
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt037132
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt056730
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt030240
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt032740
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0218866
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt038
IRS990ScheduleA/OtherIncome509Grp/TotalAmt038
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportPY509Pct00.99980
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0288992
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt066854
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt044732
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0111527
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt031327
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt034552
IRS990ScheduleA/Total509Grp/TotalAmt0288992
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0289030
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DONATION TO SCHOOL TO ASSIST WITH EXPENSES; EDUCATIONAL ASSIST; MONTESSORI CENTRE (SCHOOL): 4608 GRA
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OPERATIONS EXPENSES 158.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PTA MEETINGS 1235.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SUNSHINE COMMITTEE 869.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TRAVEL 234.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02018-03-14 21:41:22Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0HEATHER MARSH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06157779283
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-07
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ReturnHeader/Filer/EIN0201849771
ReturnHeader/Filer/PhoneNum06157779283
ReturnHeader/Filer/USAddress/AddressLine1Txt04608 GRANNY WHITE PIKE
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.166.241.114
ReturnHeader/FilingSecurityInformation/IPDt02018-02-21
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm009:53:45
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/PreparationDt02018-02-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0E LARRY WALKER CPA
ReturnHeader/ReturnTs02018-02-21T09:53:54-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$37,853
Liabilities
-
Net assets
$37,853
Revenue
$51,439
Expenses
$63,777
Net income
-$12,338
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