Civic Intelligence

Mountainside Montessori

990EZ • Fiscal year 2017 • EIN 27-2412529

Jul 01, 2016 to Jun 30, 2017 • Filed on May 14, 2018

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

79th percentile

24%

Higher net margin than 79% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

52nd percentile

3.4%

Faster asset growth than 52% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

6th percentile

-68%

Faster revenue growth than 6% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$61,142

Up $1,989 (+3.4%) from 2016

Net Assets

Up

$61,142

Up $1,989 (+3.4%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin79th percentile

Revenue

Down

$8,371

Down $17,514 (-68%) from 2016

Expenses

Down

$6,382

Down $5,406 (-46%) from 2016

Net Income

Down

$1,989

Down $12,108 (-86%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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 2017: $61,142Net Assets 2017: $61,1422017Assets 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

2017

Assets$61,142
Liabilities-
Net Assets$61,142
Open 2017 Filing

Operations Trend

Revenue Growth6th percentile

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 2017: $8,371Expenses 2017: $6,382Net Income 2017: $1,9892017Revenue 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

2017

Revenue$8,371
Expenses$6,382
Net Income$1,989
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 14, 2018
Return Version
2016v3.0
Gross Receipts
$8,371
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
Enhance the programs of local Montessori School and providing community outreach to educate and expand the Montessori experience for local families and children.$4,309-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lori UdallChairman-$0--
Amie LoweryDirector-$0--
Edel KunkelDirectorPT$0--
Maureen WilcoxDirector-$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
2018-05-14
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $235”

Other Expenses.1012

“Insurance $1387”

Other Expenses.1

“Greenhouse Supply $2970”

Other Expenses.2

“Montessori Materials $783”

Other Expenses.3

“Drama Program $420”

Other Expenses.4

“Subscriptions $259”

Other Expenses.5

“Annual Bus Registration $175”

Other Expenses.6

“Supply $136”

Other Expenses.7

“Miscellaneous $17”

Other Assets.1003

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

Other Assets.1004

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

Raw XML Appendix149 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/BOYAmt019834
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt021823
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt08371
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01989
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt059153
IRS990EZ/Form990TotalAssetsGrp/EOYAmt061142
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt08371
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt059153
IRS990EZ/NetAssetsOrFundBalancesEOYAmt061142
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt059153
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt061142
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Lori Udall
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Amie Lowery
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Edel Kunkel
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Maureen Wilcox
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Jacqueline Palanzi
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt039319
IRS990EZ/OtherAssetsTotalDetail/EOYAmt039319
IRS990EZ/OtherExpensesTotalAmt06382
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To support and enhance the Montessori Program for children and their families
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Enhance the programs of local Montessori School and providing community outreach to educate and expand the Montessori experience for local families and children.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt04309
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0VA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt06382
IRS990EZ/TotalProgramServiceExpensesAmt04309
IRS990EZ/TotalRevenueAmt08371
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt08371
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt025594
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt04562
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01512
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02025
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt042064
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt042064
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt08371
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt025594
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt04562
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01512
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02025
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt042064
IRS990ScheduleA/TotalSupportAmt042064
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $235
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $1387
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Greenhouse Supply $2970
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Montessori Materials $783
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Drama Program $420
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Subscriptions $259
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Annual Bus Registration $175
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Supply $136
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Miscellaneous $17
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Machinery and Equipment - Beginning $6193 Machinery and Equipment - Ending $6193
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Miscellaneous - Beginning $33126 Miscellaneous - Ending $33126
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Assets.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Assets.1004
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Jacqueline Palanzi
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-14
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/ReturnTs02018-05-14T11:34:07-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$61,142
Liabilities
-
Net assets
$61,142
Revenue
$8,371
Expenses
$6,382
Net income
$1,989
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
2017Detailed filing. Detailed filing data is available for this year.$0.06$0.06$0.01$0.01$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.06$0.06$0.03$0.01$0.01