Civic Intelligence

Montessori Centre PTA

990EZ • Fiscal year 2018 • EIN 20-1849771

Jul 01, 2017 to Jun 30, 2018 • Filed on May 09, 2019

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

11th percentile

-33%

Higher net margin than 11% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

13th percentile

-35%

Faster asset growth than 13% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

23rd percentile

-22%

Faster revenue growth than 23% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$24,595

Down $13,258 (-35%) from 2017

Net Assets

Down

$24,595

Down $13,258 (-35%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin11th percentile

Revenue

Down

$40,311

Down $11,128 (-22%) from 2017

Expenses

Down

$53,569

Down $10,208 (-16%) from 2017

Net Income

Down

-$13,258

Down $920 (-7.5%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth13th percentile

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

2018

Assets$24,595
Liabilities-
Net Assets$24,595
Open 2018 Filing

Operations Trend

Revenue Growth23rd percentile

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

2018

Revenue$40,311
Expenses$53,569
Net Income-$13,258
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 9, 2019
Return Version
2017v2.2
Gross Receipts
$58,251
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.-$48,428
PTA ASSISTED WITH COSTS TO START AND MAINTAIN A GARDEN ON SCHOOL PROPERTY FOR CHILDREN TO GROW VEGETABLES.-$1,956
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
AMY PATZPresident-$0--
TAURA JONESVice-President-$0--
HEATHER MARSHTreasurer-$0--
JESSICA PEOPLESSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$42,529$42,529$4,896$37,633
Raffle/t-shirts$8,460$8,460-$8,460
Total Events$50,989$50,989$17,940$33,049
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
2019-05-09
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; montessori centre (school): 4608 granny whi”

Form 990EZ, Part I, Line 16

“OPERATIONS EXPENSES 510.”

Form 990EZ, Part I, Line 16

“PTA MEETINGS 898.”

Form 990EZ, Part I, Line 16

“TRAVEL 806.”

Raw XML Appendix177 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/PersonNm0HEATHER MARSH
IRS990EZ/BooksInCareOfDetail/PhoneNum06157750333
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04608 GRANNY WHITE PIKE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NASHVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd037220
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt037853
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt024595
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt03170
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-13258
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0675
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt037853
IRS990EZ/Form990TotalAssetsGrp/EOYAmt024595
IRS990EZ/FundraisingGrossIncomeAmt055081
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt050384
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt058251
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt037853
IRS990EZ/NetAssetsOrFundBalancesEOYAmt024595
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt037853
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt024595
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/PersonNm0AMY PATZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TAURA JONES
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/OtherExpensesTotalAmt02214
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PARENT/TEACHER ASSOCIATION
IRS990EZ/PrintingPublicationsPostageAmt0296
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/ProgramServiceExpensesAmt048428
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11956
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt017940
IRS990EZ/SpecialEventsNetIncomeLossAmt037141
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt053569
IRS990EZ/TotalProgramServiceExpensesAmt050384
IRS990EZ/TotalRevenueAmt040311
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Other Income Part III, Line 12 Description: MISCELLANEOUS INCOME 2013: 38. 2014: 0. 2015: 0. 2016: 0. 2017: 0.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Pt III Ln 12
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03170
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04830
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt07600
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt054797
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01087
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt071484
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt055081
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt062024
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt037132
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt056730
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt030240
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0241207
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt038
IRS990ScheduleA/OtherIncome509Grp/TotalAmt038
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportPY509Pct00.99990
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0312691
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt058251
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt066854
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt044732
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0111527
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt031327
IRS990ScheduleA/Total509Grp/TotalAmt0312691
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0312729
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt017940
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0RAFFLE/T-SHIRTS
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt04499
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt04499
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt042529
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt08460
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt050989
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt042529
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt08460
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt050989
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt033049
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt06284
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt02261
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt08545
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt04896
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04896
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DONATION TO SCHOOL TO ASSIST WITH EXPENSES; EDUCATIONAL; MONTESSORI CENTRE (SCHOOL): 4608 GRANNY WHI
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OPERATIONS EXPENSES 510.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PTA MEETINGS 898.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TRAVEL 806.
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
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HEATHER MARSH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06157779283
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-09
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/FilingSecurityInformation/AtSubmissionCreationDeviceId05A2139F69E29AECF93C74A1B4F963686DEAC2F9F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId05A2139F69E29AECF93C74A1B4F963686DEAC2F9F
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.166.241.114
ReturnHeader/FilingSecurityInformation/IPDt02019-05-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm013:22:47
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/PreparationDt02019-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0E LARRY WALKER CPA
ReturnHeader/ReturnTs02019-05-09T13:22:54-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$24,595
Liabilities
-
Net assets
$24,595
Revenue
$40,311
Expenses
$53,569
Net income
-$13,258
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