Civic Intelligence

Montessori Academy at Geist Inc

990 • Fiscal year 2016 • EIN 20-3707253

Jul 01, 2015 to Jun 30, 2016 • Filed on Mar 21, 2017

Organization Profilegmacademy.org
13942 East 96th StreetMcCordsville, IN 46055

(317) 335-1158

Siviq Scores

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

Liabilities / Assets

87th percentile

0.78x

Higher debt load relative to assets than 87% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

84th percentile

0.88x

Higher debt load relative to revenue than 84% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

71st percentile

11%

Higher net margin than 71% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

66th percentile

$93,759

Higher top officer pay than 66% of similar nonprofits.

Top officer pay equals 3.6% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

99th percentile

540%

Faster asset growth than 99% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

69th percentile

12%

Faster revenue growth than 69% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets87th percentile

Assets

Up

$2,969,045

Up $2,504,913 (+540%) from 2015

Net Assets

Up

$646,655

Up $303,013 (+88%) from 2015

Liabilities

Up

$2,322,390

Up $2,201,900 (+1827%) from 2015

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin71st percentile

Revenue

Up

$2,636,422

Up $292,431 (+12%) from 2015

Expenses

Up

$2,333,408

Up $93,312 (+4.2%) from 2015

Net Income

Up

$303,014

Up $199,119 (+192%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth99th percentile

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

$10M$5.0M$0Assets 2011: $659,649Liabilities 2011: $618,255Net Assets 2011: $41,3942011Assets 2012: $894,797Liabilities 2012: $682,113Net Assets 2012: $212,6842012Assets 2013: $368,702Liabilities 2013: $108,670Net Assets 2013: $260,0322013Assets 2014: $339,862Liabilities 2014: $100,115Net Assets 2014: $239,7472014Assets 2015: $464,132Liabilities 2015: $120,490Net Assets 2015: $343,6422015Assets 2016: $2,969,045Liabilities 2016: $2,322,390Net Assets 2016: $646,6552016Assets 2017: $3,169,952Liabilities 2017: $2,215,378Net Assets 2017: $954,5742017Assets 2018: $3,249,870Liabilities 2018: $2,026,299Net Assets 2018: $1,223,5712018Assets 2019: $3,883,508Liabilities 2019: $2,305,457Net Assets 2019: $1,578,0512019Assets 2020: $8,059,557Liabilities 2020: $6,333,385Net Assets 2020: $1,726,1722020Assets 2021: $7,600,425Liabilities 2021: $5,801,350Net Assets 2021: $1,799,0752021Assets 2022: $9,919,227Liabilities 2022: $8,112,395Net Assets 2022: $1,806,8322022Assets 2023: $7,518,316Liabilities 2023: $4,998,641Net Assets 2023: $2,519,6752023Assets 2024: $7,866,923Liabilities 2024: $4,890,544Net Assets 2024: $2,976,3792024

Highlighted filing

2016

Assets$2,969,045
Liabilities$2,322,390
Net Assets$646,655
Open 2016 Filing

Operations Trend

Revenue Growth69th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $1,121,484Expenses 2011: $941,447Net Income 2011: $180,0372011Revenue 2012: $1,560,530Expenses 2012: $1,332,675Net Income 2012: $227,8552012Revenue 2013: $1,762,257Expenses 2013: $1,714,909Net Income 2013: $47,3482013Revenue 2014: $2,010,919Expenses 2014: $2,031,204Net Income 2014: -$20,2852014Revenue 2015: $2,343,991Expenses 2015: $2,240,096Net Income 2015: $103,8952015Revenue 2016: $2,636,422Expenses 2016: $2,333,408Net Income 2016: $303,0142016Revenue 2017: $2,773,199Expenses 2017: $2,465,280Net Income 2017: $307,9192017Revenue 2018: $2,813,966Expenses 2018: $2,544,969Net Income 2018: $268,9972018Revenue 2019: $2,970,966Expenses 2019: $2,616,486Net Income 2019: $354,4802019Revenue 2020: $2,849,115Expenses 2020: $2,700,994Net Income 2020: $148,1212020Revenue 2021: $2,418,205Expenses 2021: $2,345,302Net Income 2021: $72,9032021Revenue 2022: $2,834,577Expenses 2022: $2,691,117Net Income 2022: $143,4602022Revenue 2023: $2,972,897Expenses 2023: $2,316,878Net Income 2023: $656,0192023Revenue 2024: $3,620,422Expenses 2024: $3,277,505Net Income 2024: $342,9172024

Highlighted filing

2016

Revenue$2,636,422
Expenses$2,333,408
Net Income$303,014
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Mar 21, 2017
Return Version
2015v3.0
Gross Receipts
$2,636,422
Mission and Program Overview

Mission

The montessori academy at geist provides an academically and culturally rich educational environment that allows children to acquire knowledge in a non-competitive, individualized manner. We recognize that many environmental factors act upon the development of the child, and seek to prepare a school environment that encourages joyful learning, and greater exploration of the community and the world. Academics integrate with character building and community awareness to form a whole-child curriculum.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$247,315$2,728,959▲ $2,481,644
Land, Buildings, and Equipment, Net$155,643$153,478▼ $2,165
Prepaid Expenses and Deferred Charges$49,126$38,126▼ $11,000
Accounts Receivable$12,048$37,482▲ $25,434
Total Assets$464,132$2,969,045▲ $2,504,913
Other Assets Total$0$11,000▲ $11,000
Liabilities
Mortgage Notes Payable Secured by Investment Property-$2,181,368-
Accounts Payable and Accrued Expenses$100,301$85,999▼ $14,302
Deferred Revenue$20,189$55,023▲ $34,834
Total Liabilities$120,490$2,322,390▲ $2,201,900
Net Assets / Fund Balance
Unrestricted Net Assets$343,642$646,655▲ $303,013
Total Net Assets Fund Balance$343,642$646,655▲ $303,013
Total Liabilities and Net Assets / Fund Balance$464,132$2,969,045▲ $2,504,913

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$27,155$255,590$282,745
Leasehold Improvements$125,530$38,157$163,687
Other Land Buildings$793$10,379$11,172
Compensation and Service Providers
Top Officer Pay66th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dr Susan FriesExecutive DirectorFT$80,347$13,412$93,759
Karinda HollandControllerFT$52,693$7,292$59,985

Board Members and Trustees

NameTitle
Bob McgauleyPresident
Kanea WarbingtonVice President
Ben BroadheadDirector
Carman MaloneDirector
Nick WrightDirector
Jake TobisonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,444,460
Program Service Revenue
$79,505
Investment Income
$208
Other Revenue
$112,249
Change in Net Assets
$303,014

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,636,422
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$2,636,422
Total Revenue per Form 990
$2,636,422
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,429,823
Other Expenses$903,585
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$958,014$101,572-$1,059,586
Occupancy$425,572--$425,572
Current Officers, Directors, Trustees, and Key Employees-$164,073-$164,073
Fees for Services Other$118,931$3,672-$122,603
Office Expenses$88,413$25,306-$113,719
Other Employee Benefits$72,607$24,528-$97,135
Payroll Taxes$65,419$20,323-$85,742
Information Technology$66,525--$66,525
Depreciation Depletion$35,786--$35,786
Insurance-$25,621-$25,621
Pension Plan Contributions$20,684$2,603-$23,287
Advertising-$7,074-$7,074
Fees for Services Legal-$5,167-$5,167
Other Expenses$3,093$53,839-$3,093
Fees for Services Accounting-$1,725-$1,725
Travel-$17-$17
Total Functional Expenses$1,897,888$435,520$0$2,333,408

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,333,408
Total Expenses per Audited Statements$2,333,408
Total Expenses per Form 990$2,333,408
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 8B

“The organization does not have committees with authority to act on behalf of the governing body.”

Form 990, Part VI, Section B, line 11

“A draft copy of the form 990 is provided to each member of the board of directors for review prior to filing it with the internal revenue service.”

Form 990, Part VI, Section B, line 12C

“Members of the board of directors are responsible for declaring any perceived conflict of interest whenever a matter of potential conflict is brought before the board. The affected member is precluded from deliberation on the matter in question as well as voting on the matter.”

Form 990, Part VI, Section B, line 15

“Salaries for all personnel are reviewed and approved by the board of directors. Compensation is determined by reference to comparable levels of compensation at other public schools, and compensation surveys conducted by the u.s. Department of education, the indiana department of education, and other organizations.”

Form 990, Part VI, Section C, line 19

“The organization makes its governing documents, conflicts of interest policy, and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Montessori Academy at Geist Inc
EIN
20-3707253
Phone
3173351158
Address
13942 East 96th Street, McCordsville, IN 46055
Doing Business As
Geist Montessori Academy

Signing Officer

Name
Dr SUSAN FRIES
Title
Executive Director
Phone
3173351158
Signed
2017-03-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dr SUSAN FRIES
Formed
2005
Legal Domicile
In
Voting Board Members
6
Independent Board Members
6
Employees
71
Volunteers
122

Preparer

Firm
Donovan Pc
Address
5151 E US HWY 36, AVON, IN 46123
Preparer
Rex E Miller CPA CGMA
Phone
3177456411
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The organization has a committee that assumes responsibility for oversight of the audit of its financial statements and selection of an independent accountant. This oversight and selection process did not change during the tax year.”

Financial Statement Notes

Part X, Line 2:

“Professional accounting standards require the school to recognize a tax liability only if it is more likely than not the tax position would be sustained in a tax examination, with a tax examination being presumed to occur. The amount recognized is the largest amount of tax liability that is greater than 50% likely of being realized on examination. For tax positions not meeting the more-likely-than-not test, no tax liability is recorded. The school has examined this issue and has determined that there are no material contingent tax liabilities or questionable tax positions. Tax years ending after 2012 are open to audit for both federal and state purposes.”

Raw XML AppendixShowing 400 of 415 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.

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IRS990/OtherExpensesGrp/TotalAmt33093
IRS990/OtherRevenueMiscGrp/BusinessCd0900009
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt093499
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt093499
IRS990/OtherRevenueTotalAmt093499
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0101572
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0958014
IRS990/OtherSalariesAndWagesGrp/TotalAmt01059586
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt020323
IRS990/PayrollTaxesGrp/ProgramServicesAmt065419
IRS990/PayrollTaxesGrp/TotalAmt085742
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt02603
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt020684
IRS990/PensionPlanContributionsGrp/TotalAmt023287
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt049126
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt038126
IRS990/PrincipalOfficerNm0Dr SUSAN FRIES
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/Desc0STUDENT FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt079505
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt079505
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02233844
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt040
IRS990/PYOtherExpensesAmt0904358
IRS990/PYOtherRevenueAmt021189
IRS990/PYProgramServiceRevenueAmt088918
IRS990/PYRevenuesLessExpensesAmt0103895
IRS990/PYSalariesCompEmpBnftPaidAmt01335738
IRS990/PYTotalExpensesAmt02240096
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02343991
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0303014
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt018750
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt079505
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt027155
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0255590
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0282745
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt02333408
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0125530
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt038157
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0163687
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0793
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt010379
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt011172
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt02636422
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0PROFESSIONAL ACCOUNTING STANDARDS REQUIRE THE SCHOOL TO RECOGNIZE A TAX LIABILITY ONLY IF IT IS MORE LIKELY THAN NOT THE TAX POSITION WOULD BE SUSTAINED IN A TAX EXAMINATION, WITH A TAX EXAMINATION BEING PRESUMED TO OCCUR. THE AMOUNT RECOGNIZED IS THE LARGEST AMOUNT OF TAX LIABILITY THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED ON EXAMINATION. FOR TAX POSITIONS NOT MEETING THE MORE-LIKELY-THAN-NOT TEST, NO TAX LIABILITY IS RECORDED. THE SCHOOL HAS EXAMINED THIS ISSUE AND HAS DETERMINED THAT THERE ARE NO MATERIAL CONTINGENT TAX LIABILITIES OR QUESTIONABLE TAX POSITIONS. TAX YEARS ENDING AFTER 2012 ARE OPEN TO AUDIT FOR BOTH FEDERAL AND STATE PURPOSES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0153478
IRS990ScheduleD/TotalExpensesPerForm990Amt02333408
IRS990ScheduleD/TotalRevenuePerForm990Amt02636422
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02636422
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02333408
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd01
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0DURING THE REGISTRATION PERIOD, THE NONDISCRIMINATORY POLICY IS PRINTED ON ALL DISTRIBUTED MATERIALS. THE ORGANIZATION DOES NOT SOLICIT STUDENTS VIA NEWSPAPERS OR BROADCAST MEDIA.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1AS A PUBLIC CHARTER SCHOOL, THE ORGANIZATION RECEIVES FUNDING FROM THE STATE OF INDIANA AS WELL AS GRANT PROGRAMS ENACTED BY THE FEDERAL GOVERNMENT.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule E, Part I, Line 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule E, Part I, Line 6
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION DOES NOT HAVE COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A DRAFT COPY OF THE FORM 990 IS PROVIDED TO EACH MEMBER OF THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING IT WITH THE INTERNAL REVENUE SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMBERS OF THE BOARD OF DIRECTORS ARE RESPONSIBLE FOR DECLARING ANY PERCEIVED CONFLICT OF INTEREST WHENEVER A MATTER OF POTENTIAL CONFLICT IS BROUGHT BEFORE THE BOARD. THE AFFECTED MEMBER IS PRECLUDED FROM DELIBERATION ON THE MATTER IN QUESTION AS WELL AS VOTING ON THE MATTER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SALARIES FOR ALL PERSONNEL ARE REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS. COMPENSATION IS DETERMINED BY REFERENCE TO COMPARABLE LEVELS OF COMPENSATION AT OTHER PUBLIC SCHOOLS, AND COMPENSATION SURVEYS CONDUCTED BY THE U.S. DEPARTMENT OF EDUCATION, THE INDIANA DEPARTMENT OF EDUCATION, AND OTHER ORGANIZATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS OVERSIGHT AND SELECTION PROCESS DID NOT CHANGE DURING THE TAX YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C:
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0IN
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0464132
IRS990/TotalAssetsEOYAmt02969045
IRS990/TotalAssetsGrp/BOYAmt0464132
IRS990/TotalAssetsGrp/EOYAmt02969045
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt02444460
IRS990/TotalEmployeeCnt071
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0435520
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01897888
IRS990/TotalFunctionalExpensesGrp/TotalAmt02333408
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0120490
IRS990/TotalLiabilitiesEOYAmt02322390
IRS990/TotalLiabilitiesGrp/BOYAmt0120490
IRS990/TotalLiabilitiesGrp/EOYAmt02322390
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0343642
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0646655
IRS990/TotalOtherCompensationAmt020704
IRS990/TotalProgramServiceExpensesAmt01897888
IRS990/TotalProgramServiceRevenueAmt079505
IRS990/TotalReportableCompFromOrgAmt0133040
IRS990/TotalRevenueGrp/ExclusionAmt018958
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0173004
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02636422
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0122
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0464132
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02969045
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt017
IRS990/TravelGrp/TotalAmt017
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0343642
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0646655
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt013942 East 96th Street
IRS990/USAddress/CityNm0McCordsville
IRS990/USAddress/StateAbbreviationCd0IN
IRS990/USAddress/ZIPCd046055
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0gmacademy.org
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Dr SUSAN FRIES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03173351158
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-03-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Montessori Academy at Geist Inc
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0203707253
ReturnHeader/Filer/PhoneNum03173351158
ReturnHeader/Filer/USAddress/AddressLine1Txt013942 East 96th Street
ReturnHeader/Filer/USAddress/CityNm0McCordsville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,969,045
Liabilities
$2,322,390
Net assets
$646,655
Revenue
$2,636,422
Expenses
$2,333,408
Net income
$303,014
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.87$4.89$2.98$3.62$3.28$0.34
2023Detailed filing. Detailed filing data is available for this year.$7.52$5.00$2.52$2.97$2.32$0.66
2022Detailed filing. Detailed filing data is available for this year.$9.92$8.11$1.81$2.83$2.69$0.14
2021Detailed filing. Detailed filing data is available for this year.$7.60$5.80$1.80$2.42$2.35$0.07
2020Detailed filing. Detailed filing data is available for this year.$8.06$6.33$1.73$2.85$2.70$0.15
2019Detailed filing. Detailed filing data is available for this year.$3.88$2.31$1.58$2.97$2.62$0.35
2018Detailed filing. Detailed filing data is available for this year.$3.25$2.03$1.22$2.81$2.54$0.27
2017Detailed filing. Detailed filing data is available for this year.$3.17$2.22$0.95$2.77$2.47$0.31
2016Detailed filing. Detailed filing data is available for this year.$2.97$2.32$0.65$2.64$2.33$0.30
2015Summary only. Only limited summary data is available for this year.$0.46$0.12$0.34$2.34$2.24$0.10
2014Summary only. Only limited summary data is available for this year.$0.34$0.10$0.24$2.01$2.03$0.02
2013Summary only. Only limited summary data is available for this year.$0.37$0.11$0.26$1.76$1.71$0.05
2012Summary only. Only limited summary data is available for this year.$0.89$0.68$0.21$1.56$1.33$0.23
2011Summary only. Only limited summary data is available for this year.$0.66$0.62$0.04$1.12$0.94$0.18