Mckenzie Montessori Institute Incorporated

990EZ • Fiscal year 2012 • EIN 26-4572130

Apr 01, 2011 to Mar 31, 2012 • Filed on Aug 15, 2012

Organization Profile

4181 E St97478

Siviq Scores

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

0.57x

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

2012 filings • 501(c)3 • <$500k nonprofits • Source year 2012

0.05x

Higher debt load relative to revenue than 77% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Source year 2012

-1.8%

Higher net margin than 38% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Source year 2012

No value available

This filing does not contain officer compensation rows.

Source year 2012

17%

Faster asset growth than 71% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Annualized from 2011 to 2012

7.5%

Faster revenue growth than 60% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Annualized from 2011 to 2012

Balance Sheet

Liabilities / Assets89th percentile

Assets

$15,168

Up $2,214 (+17%) from 2011

Net Assets

Down

$6,516

Down $2,894 (-31%) from 2011

Liabilities

$8,652

Up $5,108 (+144%) from 2011

Revenue And Expenses

Liabilities / Revenue77th percentile Net Margin38th percentile

Revenue

$163,379

Up $11,440 (+7.5%) from 2011

Expenses

$166,273

Up $19,294 (+13%) from 2011

Net Income

Down

-$2,894

Down $7,854 (-158%) from 2011

Historical Trend

Balance Sheet Trend

Asset Growth71st percentile

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

Highlighted filing

2012

Assets$15,168

Liabilities$8,652

Net Assets$6,516

Open 2012 Filing

Operations Trend

Revenue Growth60th percentile

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

Highlighted filing

2012

Revenue$163,379

Expenses$166,273

Net Income-$2,894

Open 2012 Filing

Jump To

Filing Snapshot

Filing Period: Apr 1, 2011 to Mar 31, 2012
Signed: Aug 15, 2012
Return Version: 2011v1.2

Mission and Program Overview

Mission

The program served over 50 families. Providing education to pre-school and elementary aged children.

Filing and Contact Details

Filer

EIN: 26-4572130

Raw XML Appendix154 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/ActivitiesNotPreviouslyRpt	0	false
IRS990EZ/CashSavingsAndInvestments/BOY	0	6773
IRS990EZ/CashSavingsAndInvestments/EOY	0	7572
IRS990EZ/DidOrgFileForm1120POLThisYear	0	false
IRS990EZ/DoesOrgHaveHospital	0	false
IRS990EZ/EngagedInExcessBenefitTrans	0	false
IRS990EZ/EngagePoliticalCmpgnActivities	0	false
IRS990EZ/ExcessOrDeficitForYear	0	-2894
IRS990EZ/FeesAndOthPymtToIndContractors	0	7223
IRS990EZ/FiledScheduleA	0	true
IRS990EZ/ForeignFinancialAccount	0	false
IRS990EZ/ForeignOffice	0	false
IRS990EZ/FundraisingGrossIncome	0	3934
IRS990EZ/GrossReceipts	0	164878
IRS990EZ/InfoInScheduleOPartI	0	X
IRS990EZ/InfoInScheduleOPartII	0	X
IRS990EZ/InvestmentIncome	0	16
IRS990EZ/LandAndBuildings/BOY	0	0
IRS990EZ/LandAndBuildings/EOY	0	0
IRS990EZ/LoansToFromOfficers	0	13377
IRS990EZ/MadeChangesToOrgnzngEtcDoc	0	false
IRS990EZ/MadeLoansToFromOfficers	0	true
IRS990EZ/MaintainAnyDonorAdvisedFunds	0	false
IRS990EZ/MethodOfAccountingCash	0	X
IRS990EZ/NetAssetsOrFundBalances/BOY	0	9410
IRS990EZ/NetAssetsOrFundBalancesBOY	0	9410
IRS990EZ/NetAssetsOrFundBalances/EOY	0	6516
IRS990EZ/NetAssetsOrFundBalancesEOY	0	6516
IRS990EZ/OccupancyRentUtilitiesAndMaint	0	33237
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine1	0	4181 E ST
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine1	1	4181 E ST
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City	0	SPRINGFIELD
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City	1	SPRINGFIELD
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State	0	OR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State	1	OR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode	0	97478
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode	1	97478
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	0	40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	1	40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	0	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	1	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc	0	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc	1	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances	0	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances	1	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	0	MICHELLE ROS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	1	SHANNON COOPER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	0	EXECUTIVE DIREC
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	1	EXECUTIVE DIREC
IRS990EZ/OperatingSchool	0	true
IRS990EZ/Organization501c3	0	X
IRS990EZ/OrganizationDissolvedEtc	0	false
IRS990EZ/OrganizationHadUBI	0	false
IRS990EZ/OtherAssetsTotal/BOY	0	6181
IRS990EZ/OtherAssetsTotal/EOY	0	7596
IRS990EZ/OtherExpensesTotal	0	16894
IRS990EZ/PartVIAHghstPaidCntrctProfSer	0	NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl	0	NONE
IRS990EZ/PrimaryExemptPurpose	0	EDUCATION
IRS990EZ/PrintingPublicationsPostage	0	1851
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom	0	THE PROGRAM SERVED OVER 33 FAMILIES PROVIDING EDUCATION TO PRESCHOOL AND ELEMENTARY AGED CHILDREN
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses	0	0
IRS990EZ/ProgramServiceRevenue	0	160928
IRS990EZ/ProhibitedTaxShelterTrans	0	false
IRS990EZ/RelatedOrgControlledEntity	0	false
IRS990EZ/SalariesOtherCompEmplBenefits	0	107068
IRS990EZ/SpecialEventsDirectExpenses	0	1499
IRS990EZ/SpecialEventsNetIncomeLoss	0	2435
IRS990EZ/SubjectToProxyTax	0	false
IRS990EZ/SumOfTotalLiabilities/BOY	0	3544
IRS990EZ/SumOfTotalLiabilities/EOY	0	8652
IRS990EZ/TanningServicesProvided	0	false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine1	0	4181 E ST
IRS990EZ/TheBooksAreInCareOf/AddressUS/City	0	SPRINGFIELD
IRS990EZ/TheBooksAreInCareOf/AddressUS/State	0	OR
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode	0	97478
IRS990EZ/TheBooksAreInCareOf/NamePerson	0	SHANNON COOPER
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber	0	5412285352
IRS990EZ/TotalAssets/BOY	0	12954
IRS990EZ/TotalAssets/EOY	0	15168
IRS990EZ/TotalExpenses	0	166273
IRS990EZ/TotalProgramServiceExpenses	0	0
IRS990EZ/TotalRevenue	0	163379
IRS990EZ/TransactionWithControlEntity	0	false
IRS990ScheduleA/School170b1Aii	0	X
IRS990ScheduleE/ComplianceWithRevProc7550	0	true
IRS990ScheduleE/DiscriminateRaceAdmissPolicies	0	false
IRS990ScheduleE/DiscriminateRaceAthleticProg	0	false
IRS990ScheduleE/DiscriminateRaceEducPolicies	0	false
IRS990ScheduleE/DiscriminateRaceEmplmnFaculty	0	false
IRS990ScheduleE/DiscriminateRaceOtherActy	0	false
IRS990ScheduleE/DiscriminateRaceScholarships	0	false
IRS990ScheduleE/DiscriminateRaceStudentsRights	0	false
IRS990ScheduleE/DiscriminateRaceUseOfFclts	0	false
IRS990ScheduleE/Form990ScheduleEPartII/Explanation	0	ALL SCHOOL MATERIAL STATES THE NONDISCRIMIATION POLICY
IRS990ScheduleE/Form990ScheduleEPartII/Identifier	0	01 Description of nondiscriminatory policy Question 3
IRS990ScheduleE/GovernmentFinancialAidReceived	0	false
IRS990ScheduleE/GovernmentFinancialAidRevoked	0	false
IRS990ScheduleE/MaintCopiesOfAllSolicitations	0	true
IRS990ScheduleE/MaintCopiesOfBrochuresEtc	0	true
IRS990ScheduleE/MaintRacialCompositionRecords	0	false
IRS990ScheduleE/MaintScholarshipsRecords	0	false
IRS990ScheduleE/NondiscriminatoryPolicyStmt	0	true
IRS990ScheduleE/PolicyPublViaBroadcastMedia	0	true
IRS990ScheduleE/PolicyStatementInBrochuresEtc	0	true
IRS990ScheduleL/LoanTable/ApprovedByBoard	0	true
IRS990ScheduleL/LoanTable/ApprovedByBoard	1	true
IRS990ScheduleL/LoanTable/BalanceDue	0	6704
IRS990ScheduleL/LoanTable/BalanceDue	1	6673
IRS990ScheduleL/LoanTable/Default	0	false
IRS990ScheduleL/LoanTable/Default	1	false
IRS990ScheduleL/LoanTable/LoanFromOrganization	0	X
IRS990ScheduleL/LoanTable/LoanFromOrganization	1	X
IRS990ScheduleL/LoanTable/NamePerson	0	MICHELLE ROS
IRS990ScheduleL/LoanTable/NamePerson	1	SHANNON COOPER
IRS990ScheduleL/LoanTable/OriginalPrincipalAmount	0	6704
IRS990ScheduleL/LoanTable/OriginalPrincipalAmount	1	6673
IRS990ScheduleL/LoanTable/PurposeOfLoan	0	FUNDING FOR OPENING
IRS990ScheduleL/LoanTable/PurposeOfLoan	1	FUNDING FOR OPENING
IRS990ScheduleL/LoanTable/WrittenAgreement	0	false
IRS990ScheduleL/LoanTable/WrittenAgreement	1	false
IRS990ScheduleL/TotalBalanceDue	0	13377
IRS990ScheduleO/GeneralExplanation/Explanation	0	DESCRIPTION AMOUNT CLASSROOM SUPPLIES 5236 FOOD AND SNACK EXPENSES 8687 ADVERTISING 2971
IRS990ScheduleO/GeneralExplanation/Explanation	1	BEGINNING CATEGORY OF YEAR END OF YEAR EQUIPMENT 3852 4782 NOTES DUE 2329 2814
IRS990ScheduleO/GeneralExplanation/Explanation	2	BEGINNING CATEGORY OF YEAR END OF YEAR CREDIT CARD DEBT 2587 4986 PAYROLL LIABILITIES 957 2840 VOLUNTEER HOURS CREDIT 0 826
IRS990ScheduleO/GeneralExplanation/Identifier	0	01. Description of other expenses (Part I, line 16)
IRS990ScheduleO/GeneralExplanation/Identifier	1	02. Description of other assets (Part II, line 24)
IRS990ScheduleO/GeneralExplanation/Identifier	2	03. Description of total liabilities (Part II, line 26)
ReturnHeader/BuildTS	0	2016-02-24 21:20:13Z
ReturnHeader/Filer/EIN	0	264572130
ReturnHeader/Filer/Name/BusinessNameLine1	0	MCKENZIE MONTESSORI INSTITUTE INC
ReturnHeader/Filer/NameControl	0	MCKE
ReturnHeader/Filer/USAddress/AddressLine1	0	4181 E ST
ReturnHeader/Filer/USAddress/City	0	SPRINGFIELD
ReturnHeader/Filer/USAddress/State	0	OR
ReturnHeader/Filer/USAddress/ZIPCode	0	97478
ReturnHeader/Officer/AuthorizeThirdParty	0	true
ReturnHeader/Officer/DateSigned	0	2012-08-15
ReturnHeader/Officer/Name	0	MICHELLE ROS
ReturnHeader/Officer/Phone	0	5412285352
ReturnHeader/Officer/Title	0	BOARD MEMBER
ReturnHeader/Preparer/DatePrepared	0	2012-08-21
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine1	0	EF Service Inc
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1	0	1372 Oak St
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City	0	Eugene
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State	0	OR
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode	0	97401
ReturnHeader/Preparer/Name	0	Debra Sullivan
ReturnHeader/Preparer/Phone	0	5416861633
ReturnHeader/ReturnType	0	990EZ
ReturnHeader/TaxPeriodBeginDate	0	2011-04-01
ReturnHeader/TaxPeriodEndDate	0	2012-03-31
ReturnHeader/TaxYear	0	2011
ReturnHeader/Timestamp	0	2012-08-21T16:48:36-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing

Assets: $15,168
Liabilities: $8,652
Net assets: $6,516
Revenue: $163,379
Expenses: $166,273
Net income: -$2,894

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.	$0.20	$0.16	$0.04	$1.72	$1.71	$0.02
2024Detailed filing. Detailed filing data is available for this year.	$0.19	$0.17	$0.02	$1.61	$1.63	$0.02
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.	$0.24	$0.20	$0.04	$1.46	$1.69	$0.23
2022Detailed filing. Detailed filing data is available for this year.	$0.32	$0.05	$0.27	$1.46	$1.27	$0.19
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.	$0.14	$0.06	$0.08	$1.05	$0.96	$0.08
2020Detailed filing. Detailed filing data is available for this year.	$0.07	$0.08	$0.01	$0.85	$0.86	$0.01
2018Detailed filing. Detailed filing data is available for this year.	$0.03	$0.03	$0.00	$0.56	$0.56	$0.00
2017Detailed filing. Detailed filing data is available for this year.	$0.04	$0.03	$0.00	$0.51	$0.51	$0.00
2016Detailed filing. Detailed filing data is available for this year.	$0.04	$0.04	$0.00	$0.47	$0.46	$0.01
2015Detailed filing. Detailed filing data is available for this year.	$0.04	$0.05	$0.01	$0.46	$0.46	$0.00
2014Detailed filing. Detailed filing data is available for this year.	$0.04	$0.05	$0.01	$0.36	$0.35	$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.	$0.02	$0.02	$0.00	$0.19	$0.20	$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.	$0.02	$0.01	$0.01	$0.16	$0.17	$0.00
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.	$0.01	$0.00	$0.01	$0.15	$0.15	$0.00