Civic Intelligence

Saint Francis Montessori Irving

EIN 26-4141394 • 501(c)3 • Irving, TX

Profile

To educate children in accordance with the principles of maria montessori and the catechesis of the good shepherd. To enable children to reach their highest human and religious potential.

1412 E Union Bower RoadIrving, TX 75061

n/A

Siviq Scores

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

Liabilities / Assets

89th percentile

0.74x

Higher debt load relative to assets than 89% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

91st percentile

1.47x

Higher debt load relative to revenue than 91% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

37th percentile

-0.6%

Higher net margin than 37% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

Score unavailable

No value available

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

Source year 2025

Revenue Growth

Score unavailable

No value available

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

Source year 2025

Assets

Down

$1,742,312

Down $29,615 (-1.7%) from 2024

Liabilities

Down

$1,282,096

Down $24,631 (-1.9%) from 2024

Net Assets

Down

$460,216

Down $4,984 (-1.1%) from 2024

Revenue

Down

$872,045

Down $3,707 (-0.4%) from 2024

Expenses

Up

$877,029

Up $52,220 (+6.3%) from 2024

Net Income

Down

-$4,984

Down $55,927 (-110%) from 2024

Trend Graphs

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2013: $299,460Liabilities 2013: $215,000Net Assets 2013: $84,4602013Assets 2014: $409,316Liabilities 2014: $262,979Net Assets 2014: $146,3372014Assets 2015: $460,578Liabilities 2015: $253,392Net Assets 2015: $207,1862015Assets 2016: $523,056Liabilities 2016: $244,138Net Assets 2016: $278,9182016Assets 2017: $662,718Liabilities 2017: $234,278Net Assets 2017: $428,4402017Assets 2018: $969,134Liabilities 2018: $344,713Net Assets 2018: $624,4212018Assets 2019: $1,021,878Liabilities 2019: $309,323Net Assets 2019: $712,5552019Assets 2020: $1,142,780Liabilities 2020: $339,236Net Assets 2020: $803,5442020Assets 2021: $1,810,369Liabilities 2021: $872,417Net Assets 2021: $937,9522021Assets 2022: $1,813,040Liabilities 2022: $1,378,183Net Assets 2022: $434,8572022Assets 2023: $1,774,775Liabilities 2023: $1,360,518Net Assets 2023: $414,2572023Assets 2024: $1,771,927Liabilities 2024: $1,306,727Net Assets 2024: $465,2002024Assets 2025: $1,742,312Liabilities 2025: $1,282,096Net Assets 2025: $460,2162025

Highlighted filing

2025

Assets$1,742,312
Liabilities$1,282,096
Net Assets$460,216

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2013: $124,698Expenses 2013: $111,544Net Income 2013: $13,1542013Revenue 2014: $183,105Expenses 2014: $121,228Net Income 2014: $61,8772014Revenue 2015: $296,462Expenses 2015: $235,613Net Income 2015: $60,8492015Revenue 2016: $313,080Expenses 2016: $241,348Net Income 2016: $71,7322016Revenue 2017: $398,349Expenses 2017: $248,827Net Income 2017: $149,5222017Revenue 2018: $471,869Expenses 2018: $275,888Net Income 2018: $195,9812018Revenue 2019: $431,736Expenses 2019: $343,602Net Income 2019: $88,1342019Revenue 2020: $531,594Expenses 2020: $440,605Net Income 2020: $90,9892020Revenue 2021: $716,360Expenses 2021: $581,952Net Income 2021: $134,4082021Revenue 2022: $682,340Expenses 2022: $694,563Net Income 2022: -$12,2232022Revenue 2023: $663,962Expenses 2023: $684,562Net Income 2023: -$20,6002023Revenue 2024: $875,752Expenses 2024: $824,809Net Income 2024: $50,9432024Revenue 2025: $872,045Expenses 2025: $877,029Net Income 2025: -$4,9842025

Highlighted filing

2025

Revenue$872,045
Expenses$877,029
Net Income-$4,984

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Aug 1, 2024 to Jul 31, 2025
Signed
Nov 13, 2025
Return Version
2024v5.2
Gross Receipts
$872,045
Mission and Program Overview

Mission

To enable children to reach their highest human and religious potential.

To educate children in accordance with the principles of maria montessori and the catechesis of the good shepherd. To enable children to reach their highest human and religious potential.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,220,463$1,174,587▼ $45,876
Accounts Receivable$429,214$468,282▲ $39,068
Rtn Earn Endowment Incm Other Fnds$465,200$460,216▼ $4,984
Cash and Non-Interest-Bearing Accounts$122,250$99,443▼ $22,807
Total Assets$1,771,927$1,742,312▼ $29,615
Liabilities
Mortgage Notes Payable Secured by Investment Property$759,755$692,123▼ $67,632
Deferred Revenue$545,659$593,598▲ $47,939
Accounts Payable and Accrued Expenses$1,313$-3,625▼ $4,938
Total Liabilities$1,306,727$1,282,096▼ $24,631
Net Assets / Fund Balance
Total Net Assets Fund Balance$465,200$460,216▼ $4,984
Total Liabilities and Net Assets / Fund Balance$1,771,927$1,742,312▼ $29,615

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$733,986$250,998$984,984
Leasehold Improvements$250,753$135,478$386,231
Land$188,636-$188,636
Equipment$1,212$27,709$28,921
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Carole MorrisHeadmasterPT$28,663$28,663
Polly ChristensenHeadmasterFT$9,000$9,000

Board Members and Trustees

NameTitle
Joseph ChristensenPresident
Juan RosasBoard Member
Paul StauduharBoard Member
Sean MccroryBoard Member
Jennifer DreisbachBoad Member
Sarah JunkerSecretary
Hollie OrtizTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$243,329
Program Service Revenue
$628,593
Investment Income
$123
Other Revenue
$0
All Other Contributions
$243,329
Change in Net Assets
$-4,984
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$510,676
Other Expenses$366,353
Total Fundraising Expense$35,450
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$432,808$0$0$432,808
Insurance$62,192$0$0$62,192
Depreciation Depletion$59,027$0$0$59,027
Pension Plan Contributions$40,205$0$0$40,205
All Other Expenses$34,290$5,707$0$39,997
Current Officers, Directors, Trustees, and Key Employees$37,663$0$0$37,663
Other Expenses$0$0$35,450$35,450
Interest$0$30,857$0$30,857
Conferences and Meetings$11,942$0$0$11,942
Office Expenses$0$7,878$0$7,878
Advertising$1,954$0$0$1,954
Fees for Services Accounting$0$1,196$0$1,196
Total Functional Expenses$795,941$45,638$35,450$877,029
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
Business relationship with 35% controlled entity
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Saint Francis Montessori Irving
EIN
26-4141394
Phone
9722568592
Address
1412 E UNION BOWER ROAD, IRVING, TX 75061

Signing Officer

Name
Joseph Christensen
Title
President
Phone
9722568592
Signed
2025-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joseph Christensen
Formed
2009
Legal Domicile
TX
Voting Board Members
7
Independent Board Members
0
Employees
15
Volunteers
80

Preparer

Firm
Stephen J Fimian CPA
Address
12850 Spurling Dr Suite 190, Dallas, TX 75230
Preparer
Stephen J Fimian
Phone
9729828272
Supplemental Narrative

Additional Explanations

Pt VI, Line 2

Joseph and polly christensen are married.

Pt VI, Line 11B

Board members receive a copy of form 990 prior to submission to the irs. Board members discuss via email or in person any issues that arise upon review.

Pt VI, Line 18

The return is available for review upon request. Paper copies may be obtained upon payment for the cost to copy.

Pt VI, Line 19

Documents are available upon request.

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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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IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal509Amt00
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
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt0733986
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0250998
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0984984
IRS990ScheduleD/DisclosedForCharitablePrpsInd0true
IRS990ScheduleD/DisclosedOrgLegCtrlInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt01212
IRS990ScheduleD/EquipmentGrp/DepreciationAmt027709
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt028921
IRS990ScheduleD/LandGrp/BookValueAmt0188636
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0188636
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0250753
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0135478
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0386231
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01174587
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0SEE SUPPLEMENTAL PAGE THE NON-DISCRIMINATORY POLICY IS PUBLICIZED IN THE DALLAS MORNING NEWS.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Line 3
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0JOSEPH AND POLLY CHRISTENSEN ARE MARRIED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD MEMBERS RECEIVE A COPY OF FORM 990 PRIOR TO SUBMISSION TO THE IRS. BOARD MEMBERS DISCUSS VIA EMAIL OR IN PERSON ANY ISSUES THAT ARISE UPON REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE RETURN IS AVAILABLE FOR REVIEW UPON REQUEST. PAPER COPIES MAY BE OBTAINED UPON PAYMENT FOR THE COST TO COPY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 19
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01771927
IRS990/TotalAssetsEOYAmt01742312
IRS990/TotalAssetsGrp/BOYAmt01771927
IRS990/TotalAssetsGrp/EOYAmt01742312
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0243329
IRS990/TotalEmployeeCnt015
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt035450
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt045638
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0795941
IRS990/TotalFunctionalExpensesGrp/TotalAmt0877029
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01306727
IRS990/TotalLiabilitiesEOYAmt01282096
IRS990/TotalLiabilitiesGrp/BOYAmt01306727
IRS990/TotalLiabilitiesGrp/EOYAmt01282096
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0465200
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0460216
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0795941
IRS990/TotalProgramServiceRevenueAmt0628593
IRS990/TotalReportableCompFromOrgAmt037663
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0628716
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0872045
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt080
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01771927
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01742312
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt01412 E UNION BOWER RD
IRS990/USAddress/CityNm0IRVING
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd075061
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSEPH CHRISTENSEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09722568592
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAINT FRANCIS MONTESSORI IRVING
ReturnHeader/Filer/BusinessNameControlTxt0SAIN
ReturnHeader/Filer/EIN0264141394
ReturnHeader/Filer/PhoneNum09722568592
ReturnHeader/Filer/USAddress/AddressLine1Txt01412 E UNION BOWER ROAD
ReturnHeader/Filer/USAddress/CityNm0IRVING
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075061
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0453705652
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STEPHEN J FIMIAN CPA

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