Civic Intelligence

Holy Trinity Montessori Inc

990 • Fiscal year 2016 • EIN 26-4512017

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 13, 2017

Organization ProfileWWW.HOLYTRINITYMONTESSORI.ORG
8131 Old Harding PikeNashville, TN 37221

(615) 424-4236

Siviq Scores

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

Liabilities / Assets

87th percentile

0.75x

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

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

Liabilities / Revenue

92nd percentile

3.03x

Higher debt load relative to revenue than 92% of similar nonprofits.

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

Net Margin

89th percentile

40%

Higher net margin than 89% of similar nonprofits.

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

Top Officer Pay

53rd percentile

$70,086

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 6.8% of source-year revenue.

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

Asset Growth

98th percentile

216%

Faster asset growth than 98% of similar nonprofits.

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

Revenue Growth

87th percentile

43%

Faster revenue growth than 87% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets87th percentile

Assets

Up

$4,177,876

Up $2,855,880 (+216%) from 2015

Net Assets

Up

$1,033,076

Up $411,080 (+66%) from 2015

Liabilities

Up

$3,144,800

Up $2,444,800 (+349%) from 2015

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin89th percentile

Revenue

Up

$1,038,036

Up $312,830 (+43%) from 2015

Expenses

Up

$626,956

Up $107,394 (+21%) from 2015

Net Income

Up

$411,080

Up $205,436 (+100%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth98th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $45,705Liabilities 2010: $8,427Net Assets 2010: $37,2782010Assets 2011: $79,118Liabilities 2011: $0Net Assets 2011: $79,1182011Assets 2012: $108,278Liabilities 2012: $0Net Assets 2012: $108,2782012Assets 2013: $295,714Liabilities 2013: $0Net Assets 2013: $295,7142013Assets 2014: $405,702Liabilities 2014: $0Net Assets 2014: $405,7022014Assets 2015: $1,321,996Liabilities 2015: $700,000Net Assets 2015: $621,9962015Assets 2016: $4,177,876Liabilities 2016: $3,144,800Net Assets 2016: $1,033,0762016Assets 2017: $4,982,387Liabilities 2017: $3,820,472Net Assets 2017: $1,161,9152017Assets 2018: $5,451,399Liabilities 2018: $4,079,804Net Assets 2018: $1,371,5952018Assets 2019: $6,090,784Liabilities 2019: $4,508,017Net Assets 2019: $1,582,7672019Assets 2020: $6,479,176Liabilities 2020: $4,618,577Net Assets 2020: $1,860,5992020Assets 2021: $6,715,835Liabilities 2021: $4,351,260Net Assets 2021: $2,364,5752021Assets 2022: $6,813,815Liabilities 2022: $4,239,123Net Assets 2022: $2,574,6922022Assets 2024: $6,807,796Liabilities 2024: $4,033,043Net Assets 2024: $2,774,7532024

Highlighted filing

2016

Assets$4,177,876
Liabilities$3,144,800
Net Assets$1,033,076
Open 2016 Filing

Operations Trend

Revenue Growth87th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2010: $180,631Expenses 2010: $166,395Net Income 2010: $14,2362010Expenses 2011: $352,3722011Expenses 2012: $382,0252012Revenue 2013: $585,403Expenses 2013: $397,448Net Income 2013: $187,9552013Revenue 2014: $590,002Expenses 2014: $481,027Net Income 2014: $108,9752014Revenue 2015: $725,206Expenses 2015: $519,562Net Income 2015: $205,6442015Revenue 2016: $1,038,036Expenses 2016: $626,956Net Income 2016: $411,0802016Revenue 2017: $1,309,071Expenses 2017: $1,174,430Net Income 2017: $134,6412017Revenue 2018: $1,423,144Expenses 2018: $1,213,464Net Income 2018: $209,6802018Revenue 2019: $1,528,392Expenses 2019: $1,324,665Net Income 2019: $203,7272019Revenue 2020: $1,605,516Expenses 2020: $1,328,295Net Income 2020: $277,2212020Revenue 2021: $1,953,382Expenses 2021: $1,449,915Net Income 2021: $503,4672021Revenue 2022: $1,969,600Expenses 2022: $1,763,636Net Income 2022: $205,9642022Revenue 2024: $2,612,640Expenses 2024: $2,634,406Net Income 2024: -$21,7662024

Highlighted filing

2016

Revenue$1,038,036
Expenses$626,956
Net Income$411,080
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 13, 2017
Return Version
2016v3.1
Gross Receipts
$1,730,485
Mission and Program Overview

Mission

To aide in the child's intellectual, social, emotional, and spiritual development through the use of the montessori method.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$400,431$466,594▲ $66,163
Accounts Receivable$140,789$242,330▲ $101,541
Land, Buildings, and Equipment, Net$685,825$7,156▼ $678,669
Intangible Assets$2,435--
Inventories for Sale or Use$2,169$2,169→ $0
Prepaid Expenses and Deferred Charges-$115-
Total Assets$1,321,996$4,177,876▲ $2,855,880
Other Assets Total$90,347$3,459,512▲ $3,369,165
Liabilities
Other Liabilities$700,000$3,054,800▲ $2,354,800
Deferred Revenue-$90,000-
Total Liabilities$700,000$3,144,800▲ $2,444,800
Net Assets / Fund Balance
Unrestricted Net Assets$621,996$1,033,076▲ $411,080
Total Net Assets Fund Balance$621,996$1,033,076▲ $411,080
Total Liabilities and Net Assets / Fund Balance$1,321,996$4,177,876▲ $2,855,880

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$7,156$12,279$19,435
Other Assets Org$3,459,512--
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Kate RileyPresidentFT$70,086$70,086
Laura FrithTreasurerFT$39,624$39,624

Board Members and Trustees

NameTitle
Dan LoftusChairman
Andrea GemignaniBoard Member
Charles HovingBoard Member
Dennis CampleseBoard Member
Georgette RechBoard Member
Jeremy WhiteBoard Member
Sharon GrahamBoard Member
Karla LoftusSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Hannah Constructors LLCConstruction7516 HWY 70 S, SUITE 100, Nashville, TN 37221$2,077,725
The Parkes Companies-105 REYNOLDS DRIVE, Franklin, TN 37064$1,024,042
Revenue and Support

Revenue Composition

Contributions and Grants
$7,366
Program Service Revenue
$968,447
Investment Income
$13,524
Other Revenue
$48,699
All Other Contributions
$7,366
Change in Net Assets
$411,080
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$485,394
Other Expenses$141,562
Total Fundraising Expense$868
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$340,366--$340,366
Current Officers, Directors, Trustees, and Key Employees$109,710--$109,710
Fees for Services Other$61,055--$61,055
Occupancy$52,402--$52,402
Payroll Taxes$35,318--$35,318
Office Expenses$2,606$11,868-$14,474
Insurance$7,816--$7,816
Depreciation Depletion$3,432--$3,432
Travel-$1,515-$1,515
Other Expenses--$868$868
Total Functional Expenses$612,705$13,383$868$626,956
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$50,260
Fundraising Direct Expenses$4,402
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Art of Whine$41,004$41,004$2,640$38,364
Total Events$41,004$41,004$2,640$38,364
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Dan LoftusFather/chairmanCollateral for NoteNo$938,953
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Volunteer State Bank Note$2,054,800
Wilma Anderson Note$1,000,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
Yes
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 2

“Kate riley dan loftus president chairman daughter/father kate riley karla loftus president secretary daughter/mother dan loftus karla loftus chairman secretary husband/wife laura frith kate riley treasurer president sisters laura frith dan loftus treasurer chairman daughter/father laura frith karla loftus treasurer secretary daughter/mother”

Form 990, Page 6, Part VI, Line 11B

“Copy of the 990 will be given to the officers for review prior to filing.”

Form 990, Page 6, Part VI, Line 15A

“Compensation is revised and approved by board.”

Form 990, Page 6, Part VI, Line 15B

“Compensation is revised and approved by board.”

Form 990, Page 6, Part VI, Line 19

“Governing documents are made available upon request.”

Filing and Contact Details

Filer

Filer Name
Holy Trinity Montessori Inc
EIN
26-4512017
Address
8131 OLD HARDING PIKE, NASHVILLE, TN 37221

Signing Officer

Name
Kate Riley
Title
President
Phone
6154244236
Signed
2017-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kate Riley
Formed
2009
Legal Domicile
Tn
Voting Board Members
8
Independent Board Members
6
Employees
17

Preparer

Firm
Mckerley & Noonan Pc CPA
Address
104 WOODMONT BLVD STE 120, NASHVILLE, TN 37205-2311
Preparer
Michael Mckerley
Phone
6152790088
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Item B

“Additional information received after filing the original; fundraising events, collateral held by a related party; and various small corrections were made.”

Raw XML Appendix399 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/PrincipalOfficerNm0KATE RILEY
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVICE REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0968447
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0968447
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt069217
IRS990/PYContributionsGrantsAmt0177893
IRS990/PYExcessBenefitTransInd0false
IRS990/PYOtherExpensesAmt0121815
IRS990/PYOtherRevenueAmt0-279
IRS990/PYProgramServiceRevenueAmt0547592
IRS990/PYRevenuesLessExpensesAmt0205644
IRS990/PYSalariesCompEmpBnftPaidAmt0328530
IRS990/PYTotalExpensesAmt0519562
IRS990/PYTotalRevenueAmt0725206
IRS990/ReconcilationRevenueExpnssAmt0411080
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt07156
IRS990ScheduleD/EquipmentGrp/DepreciationAmt012279
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt019435
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt03459512
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0CONSTRUCTION IN PROGRESS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02054800
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11000000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0VOLUNTEER STATE BANK NOTE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1WILMA ANDERSON NOTE
IRS990ScheduleD/TotalBookValueLandBuildingsAmt07156
IRS990ScheduleD/TotalBookValueOtherAssetsAmt03459512
IRS990ScheduleD/TotalLiabilityAmt03054800
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/ExplanationTxt0NONDISCRIMINATORY POLICY IS INCLUDED IN THE PERSONNEL POLICY AND PROCEDURE HANDBOOK, PARENT HANDBOOK AND ADMISSION APPLICATION AS WELL AS ON THE WEBSITE.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, LINE 3
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt02640
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ART OF WHINE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt041004
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt041004
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt041004
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt041004
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt038364
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt02640
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02640
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0DAN LOFTUS
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0FATHER/CHAIRMAN
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt0938953
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0COLLATERAL FOR NOTE
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt0DAN LOFTUS,CHAIRMAN OF THE BOARD AND RELATED TO OTHER OFFICERS, PUT UP HIS PERSONAL STOCK AS COLLATERAL FOR THE NOTE PAYABLE TO THE BANK. THIS COLLATERAL IS 16,000 SHARES OF WELLTOWER STOCK WITH A CURRENT VALUE OF 938,953.
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE L, PART V
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ADDITIONAL INFORMATION RECEIVED AFTER FILING THE ORIGINAL; FUNDRAISING EVENTS, COLLATERAL HELD BY A RELATED PARTY; AND VARIOUS SMALL CORRECTIONS WERE MADE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1KATE RILEY DAN LOFTUS PRESIDENT CHAIRMAN DAUGHTER/FATHER KATE RILEY KARLA LOFTUS PRESIDENT SECRETARY DAUGHTER/MOTHER DAN LOFTUS KARLA LOFTUS CHAIRMAN SECRETARY HUSBAND/WIFE LAURA FRITH KATE RILEY TREASURER PRESIDENT SISTERS LAURA FRITH DAN LOFTUS TREASURER CHAIRMAN DAUGHTER/FATHER LAURA FRITH KARLA LOFTUS TREASURER SECRETARY DAUGHTER/MOTHER
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COPY OF THE 990 WILL BE GIVEN TO THE OFFICERS FOR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COMPENSATION IS REVISED AND APPROVED BY BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COMPENSATION IS REVISED AND APPROVED BY BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 1, ITEM B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01321996
IRS990/TotalAssetsEOYAmt04177876
IRS990/TotalAssetsGrp/BOYAmt01321996
IRS990/TotalAssetsGrp/EOYAmt04177876
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt07366
IRS990/TotalEmployeeCnt017
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0868
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt013383
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0612705
IRS990/TotalFunctionalExpensesGrp/TotalAmt0626956
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0700000
IRS990/TotalLiabilitiesEOYAmt03144800
IRS990/TotalLiabilitiesGrp/BOYAmt0700000
IRS990/TotalLiabilitiesGrp/EOYAmt03144800
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0621996
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01033076
IRS990/TotalProgramServiceExpensesAmt0612705
IRS990/TotalProgramServiceRevenueAmt0968447
IRS990/TotalReportableCompFromOrgAmt0109710
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0984812
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01038036
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01321996
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04177876
IRS990/TravelGrp/ManagementAndGeneralAmt01515
IRS990/TravelGrp/TotalAmt01515
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0621996
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01033076
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt08131 OLD HARDING PIKE
IRS990/USAddress/CityNm0NASHVILLE
IRS990/USAddress/StateAbbreviationCd0TN
IRS990/USAddress/ZIPCd037221
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0WWW.HOLYTRINITYMONTESSORI.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATE RILEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06154244236
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HOLY TRINITY MONTESSORI INC
ReturnHeader/Filer/BusinessNameControlTxt0HOLY
ReturnHeader/Filer/EIN0264512017
ReturnHeader/Filer/USAddress/AddressLine1Txt08131 OLD HARDING PIKE
ReturnHeader/Filer/USAddress/CityNm0NASHVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd037221
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId055768AC9CD56D4035E89663FEFE1880A83120F3A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId034420AC75961EE296C39B97168E20B31099662C9
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0621797916
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MCKERLEY & NOONAN PC CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0104 WOODMONT BLVD STE 120
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NASHVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0372052311
ReturnHeader/PreparerPersonGrp/PhoneNum06152790088
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL MCKERLEY
ReturnHeader/ReturnTs02018-05-15T16:52:46-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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
$4,177,876
Liabilities
$3,144,800
Net assets
$1,033,076
Revenue
$1,038,036
Expenses
$626,956
Net income
$411,080
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.81$4.03$2.77$2.61$2.63$0.02
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.81$4.24$2.57$1.97$1.76$0.21
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.72$4.35$2.36$1.95$1.45$0.50
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.48$4.62$1.86$1.61$1.33$0.28
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.09$4.51$1.58$1.53$1.32$0.20
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.45$4.08$1.37$1.42$1.21$0.21
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.98$3.82$1.16$1.31$1.17$0.13
2016Detailed filing. Detailed filing data is available for this year.$4.18$3.14$1.03$1.04$0.63$0.41
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.32$0.70$0.62$0.73$0.52$0.21
2014Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$0.59$0.48$0.11
2013Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$0.59$0.40$0.19
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.11$0.00$0.11$0.38
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.08$0.00$0.08$0.35
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.05$0.01$0.04$0.18$0.17$0.01
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • $1M-$5M nonprofits