Civic Intelligence

Mountainside Montessori

990EZ • Fiscal year 2016 • EIN 27-2412529

Jul 01, 2015 to Jun 30, 2016 • Filed on Jan 19, 2017

Organization ProfileN/A

View Organization Page

4206 Belvoir RoadMarshall, VA 20115

(540) 253-5025

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

93rd percentile

54%

Higher net margin than 93% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

Score unavailable

No value available

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

Source year 2016

Revenue Growth

Score unavailable

No value available

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

Source year 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$59,153

No earlier filing loaded for comparison.

Net Assets

$59,153

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin93rd percentile

Revenue

$25,885

No earlier filing loaded for comparison.

Expenses

$11,788

No earlier filing loaded for comparison.

Net Income

$14,097

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$2.0M$1.5M$1.0M$500K$0Assets 2016: $59,153Net Assets 2016: $59,1532016Assets 2018: $71,729Liabilities 2018: $2,135Net Assets 2018: $69,5942018Assets 2019: $365,440Liabilities 2019: $151,984Net Assets 2019: $213,4562019Assets 2020: $725,158Liabilities 2020: $156,636Net Assets 2020: $568,5222020Assets 2021: $1,125,889Liabilities 2021: $147,077Net Assets 2021: $978,8122021Assets 2022: $1,291,518Liabilities 2022: $110,000Net Assets 2022: $1,181,5182022Assets 2025: $1,939,903Liabilities 2025: $88,019Net Assets 2025: $1,851,8842025

Highlighted filing

2016

Assets$59,153
Liabilities-
Net Assets$59,153
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$2.0M$1.5M$1.0M$500K$0Revenue 2016: $25,885Expenses 2016: $11,788Net Income 2016: $14,0972016Revenue 2018: $103,437Expenses 2018: $94,985Net Income 2018: $8,4522018Revenue 2019: $627,122Expenses 2019: $483,162Net Income 2019: $143,9602019Revenue 2020: $1,386,240Expenses 2020: $1,031,174Net Income 2020: $355,0662020Revenue 2021: $1,420,941Expenses 2021: $1,010,652Net Income 2021: $410,2892021Revenue 2022: $1,356,939Expenses 2022: $1,154,233Net Income 2022: $202,7062022Revenue 2025: $1,752,383Expenses 2025: $1,421,669Net Income 2025: $330,7142025

Highlighted filing

2016

Revenue$25,885
Expenses$11,788
Net Income$14,097
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jan 19, 2017
Return Version
2015v3.0
Gross Receipts
$25,885
Mission and Program Overview

Mission

To support and enhance the Montessori Program for children and their families

Program Services

DescriptionGrantsExpenses
Initiate and improve the fundraising for a full model Montessori School$9,631-
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lori UdallChairman-$0--
James BridgemanDirector-$0--
Edel KunkelEx Officio Mmbr-$0--
Genie FordDirector-$0--
Mimi SteinDirector-$0--
Jacqueline PalanziTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Mountainside Montessori
EIN
27-2412529
Phone
5402535025
Address
4206 Belvoir Road, Marshall, VA 20115

Signing Officer

Name
Jacqueline Palanzi
Title
Treasurer
Signed
2017-01-19
Supplemental Narrative

Additional Explanations

Other Expenses.1007

“Conferences, Conventions, and Meetings $850”

Other Expenses.1012

“Insurance $1387”

Other Expenses.1

“Scholarships Awarded $5000”

Other Expenses.3

“Cabinetry $1500”

Other Expenses.4

“Bank & CC Fees $290”

Other Expenses.5

“Montessori Materials $277”

Other Expenses.6

“Annual Bus Registration $55”

Other Assets.1003

“Machinery and Equipment - Beginning $6193 Machinery and Equipment - Ending $6193”

Other Assets.1004

“Miscellaneous - Beginning $33126 Miscellaneous - Ending $33126”

Raw XML Appendix158 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum05402535025
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04206 Belvoir Road
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Marshall
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd020115
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt05737
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt019834
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IRS990EZ/ContributionsGiftsGrantsEtcAmt025594
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt014097
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt01
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt045056
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Lori Udall
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1James Bridgeman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Edel Kunkel
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Genie Ford
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Mimi Stein
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Jacqueline Palanzi
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Ex Officio Mmbr
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt039319
IRS990EZ/OtherAssetsTotalDetail/EOYAmt039319
IRS990EZ/OtherExpensesTotalAmt09359
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To support and enhance the Montessori Program for children and their families
IRS990EZ/PrintingPublicationsPostageAmt02429
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Initiate and improve the fundraising for a full model Montessori School
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt09631
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt0290
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt011788
IRS990EZ/TotalProgramServiceExpensesAmt09631
IRS990EZ/TotalRevenueAmt025885
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt025594
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt04562
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01512
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02025
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt077674
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0111367
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0111367
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt025594
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt04562
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01512
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02025
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt077674
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0111367
IRS990ScheduleA/TotalSupportAmt0111367
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Conferences, Conventions, and Meetings $850
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $1387
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Scholarships Awarded $5000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Cabinetry $1500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Bank & CC Fees $290
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Montessori Materials $277
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Annual Bus Registration $55
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Machinery and Equipment - Beginning $6193 Machinery and Equipment - Ending $6193
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Miscellaneous - Beginning $33126 Miscellaneous - Ending $33126
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Assets.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Assets.1004
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Jacqueline Palanzi
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-01-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Mountainside Montessori
ReturnHeader/Filer/BusinessNameControlTxt0MOUN
ReturnHeader/Filer/EIN0272412529
ReturnHeader/Filer/PhoneNum05402535025
ReturnHeader/Filer/USAddress/AddressLine1Txt04206 Belvoir Road
ReturnHeader/Filer/USAddress/CityNm0Marshall
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd020115
ReturnHeader/ReturnTs02017-01-19T07:40:36-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$59,153
Liabilities
-
Net assets
$59,153
Revenue
$25,885
Expenses
$11,788
Net income
$14,097
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.94$0.09$1.85$1.75$1.42$0.33
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.29$0.11$1.18$1.36$1.15$0.20
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.13$0.15$0.98$1.42$1.01$0.41
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.73$0.16$0.57$1.39$1.03$0.36
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.37$0.15$0.21$0.63$0.48$0.14
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.07$0.00$0.07$0.10$0.09$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.06$0.06$0.03$0.01$0.01
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • <$500k nonprofits