Civic Intelligence

Mountainside Montessori

990EZ • Fiscal year 2018 • EIN 27-2412529

Jul 01, 2017 to Jun 30, 2018 • Filed on May 15, 2019

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

70th percentile

0.03x

Higher debt load relative to assets than 70% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

70th percentile

0.02x

Higher debt load relative to revenue than 70% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

60th percentile

8.2%

Higher net margin than 60% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

70th percentile

17%

Faster asset growth than 70% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

99th percentile

1136%

Faster revenue growth than 99% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets70th percentile

Assets

Up

$71,729

Up $12,576 (+21%) from 2016

Net Assets

Up

$69,594

Up $10,441 (+18%) from 2016

Liabilities

$2,135

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue70th percentileNet Margin60th percentile

Revenue

Up

$103,437

Up $77,552 (+300%) from 2016

Expenses

Up

$94,985

Up $83,197 (+706%) from 2016

Net Income

Down

$8,452

Down $5,645 (-40%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth70th 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 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

2018

Assets$71,729
Liabilities$2,135
Net Assets$69,594
Open 2018 Filing

Operations Trend

Revenue Growth99th 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 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

2018

Revenue$103,437
Expenses$94,985
Net Income$8,452
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 15, 2019
Return Version
2017v2.2
Gross Receipts
$104,544
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
Enhance equipment and facilities for full model Montessori School$46,582$41,000
Initiate and improve the fundraising for a full model Montessori School$45,330$25,000
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lori UdallPresident-$0--
Maureen WilcoxDirector-$0--
Edel KunkelDirector-$0--
Amie LoweryDirector-$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
2019-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Accounting Solutions of Warrenton LLC
Address
400 Holiday Ct Suite 104, Warrenton, VA 20186
Preparer
Jacqueline Palanzi EA
Phone
5403418601
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $42068”

Other Expenses.1002

“Office Expenses $1090”

Other Expenses.1003

“Information Technology $9687”

Other Expenses.1006

“Payments of Travel or Entertainment for Public Officials $34”

Other Expenses.1007

“Conferences, Conventions, and Meetings $200”

Other Expenses.1

“AMI Certification & Materials $35317”

Other Expenses.2

“Basketball Court Maint. $1346”

Other Expenses.3

“yearbooks $1016”

Other Expenses.4

“Tree Purchase $1001”

Other Expenses.5

“Volunteer Lunches/Appreciation $626”

Other Expenses.7

“Community Area $440”

Other Expenses.8

“Drama Program $407”

Other Expenses.9

“Animal Care $243”

Other Expenses.10

“Camp Supply $187”

Other Expenses.11

“Licenses $130”

Other Assets.1003

“Machinery and Equipment - Beginning $6193 Machinery and Equipment - Ending $10390”

Other Assets.1004

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

Total Liabilities.1

“CC Payable - Beginning $0 CC Payable - Ending $2135”

Raw XML Appendix178 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Mountainside Montessori School
IRS990EZ/BooksInCareOfDetail/PhoneNum05402535025
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04206 Belvoir Road
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Marshall
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd020115
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt021823
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt028213
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0100522
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt08452
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0400
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt061142
IRS990EZ/Form990TotalAssetsGrp/EOYAmt071729
IRS990EZ/FundraisingGrossIncomeAmt04022
IRS990EZ/GrossReceiptsAmt0104544
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt061142
IRS990EZ/NetAssetsOrFundBalancesEOYAmt069594
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt061142
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt069594
IRS990EZ/OccupancyRentUtltsAndMaintAmt0322
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Lori Udall
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Maureen Wilcox
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Edel Kunkel
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Amie Lowery
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Jacqueline Palanzi
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
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/EOYAmt043516
IRS990EZ/OtherExpensesTotalAmt093792
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To support and enhance the Montessori Program for children and their families
IRS990EZ/PrintingPublicationsPostageAmt0471
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Initiate and improve the fundraising for a full model Montessori School
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Enhance equipment and facilities for full model Montessori School
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt045330
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt146582
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt025000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt141000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt01107
IRS990EZ/SpecialEventsNetIncomeLossAmt02915
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt02135
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt094985
IRS990EZ/TotalProgramServiceExpensesAmt091912
IRS990EZ/TotalRevenueAmt0103437
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0103437
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt08371
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt025594
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt04562
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01512
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0143476
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0143476
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0103437
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt08371
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt025594
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt04562
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01512
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0143476
IRS990ScheduleA/TotalSupportAmt0143476
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $42068
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $1090
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Information Technology $9687
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Payments of Travel or Entertainment for Public Officials $34
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Conferences, Conventions, and Meetings $200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5AMI Certification & Materials $35317
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Basketball Court Maint. $1346
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7yearbooks $1016
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Tree Purchase $1001
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Volunteer Lunches/Appreciation $626
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Community Area $440
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Drama Program $407
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Animal Care $243
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Camp Supply $187
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Licenses $130
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Machinery and Equipment - Beginning $6193 Machinery and Equipment - Ending $10390
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Miscellaneous - Beginning $33126 Miscellaneous - Ending $33126
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17CC Payable - Beginning $0 CC Payable - Ending $2135
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1006
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Assets.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Assets.1004
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Total Liabilities.1
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jacqueline Palanzi
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-15
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/PreparerFirmGrp/PreparerFirmEIN0271190478
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Accounting Solutions of Warrenton LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0400 Holiday Ct Suite 104
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Warrenton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020186
ReturnHeader/PreparerPersonGrp/PhoneNum05403418601
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jacqueline Palanzi EA
ReturnHeader/ReturnTs02019-05-15T14:27:07-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$71,729
Liabilities
$2,135
Net assets
$69,594
Revenue
$103,437
Expenses
$94,985
Net income
$8,452
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
2018Detailed filing. Detailed filing data is available for this year.$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