Civic Intelligence

Sultan Montessori School

990EZ • Fiscal year 2015 • EIN 31-1689774

Jul 01, 2014 to Jun 30, 2015 • Filed on May 03, 2016

Organization ProfileWWW.SULTANMONTESSORI.COM
PO Box 883Sultan, WA 98294

(360) 793-0794

Siviq Scores

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

Liabilities / Assets

61st percentile

0.01x

Higher debt load relative to assets than 61% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

58th percentile

0.00x

Higher debt load relative to revenue than 58% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

17th percentile

-18%

Higher net margin than 17% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

86th percentile

$28,798

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 54.1% of source-year revenue.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

14th percentile

-31%

Faster asset growth than 14% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

24th percentile

-20%

Faster revenue growth than 24% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$23,335

Down $10,668 (-31%) from 2014

Net Assets

Down

$23,149

Down $9,689 (-30%) from 2014

Liabilities

Down

$186

Down $979 (-84%) from 2014

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin17th percentile

Revenue

Down

$53,275

Down $13,346 (-20%) from 2014

Expenses

Up

$62,964

Up $3,782 (+6.4%) from 2014

Net Income

Down

-$9,689

Down $17,128 (-230%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth14th percentile

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

$40K$30K$20K$10K$0Assets 2014: $34,003Liabilities 2014: $1,165Net Assets 2014: $32,8382014Assets 2015: $23,335Liabilities 2015: $186Net Assets 2015: $23,1492015Assets 2016: $34,919Liabilities 2016: $735Net Assets 2016: $34,1842016Assets 2017: $18,114Liabilities 2017: $376Net Assets 2017: $17,7382017Assets 2018: $8,463Liabilities 2018: $530Net Assets 2018: $7,9332018

Highlighted filing

2015

Assets$23,335
Liabilities$186
Net Assets$23,149
Open 2015 Filing

Operations Trend

Revenue Growth24th percentile

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

$100K$50K$0-$50KRevenue 2014: $66,621Expenses 2014: $59,182Net Income 2014: $7,4392014Revenue 2015: $53,275Expenses 2015: $62,964Net Income 2015: -$9,6892015Revenue 2016: $84,437Expenses 2016: $73,402Net Income 2016: $11,0352016Revenue 2017: $44,126Expenses 2017: $60,572Net Income 2017: -$16,4462017Revenue 2018: $32,424Expenses 2018: $42,229Net Income 2018: -$9,8052018

Highlighted filing

2015

Revenue$53,275
Expenses$62,964
Net Income-$9,689
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
May 3, 2016
Return Version
2014v6.0
Gross Receipts
$53,275
Mission and Program Overview

Mission

Sultan montessori school's approach is based on the principle that education should be an aid to life. In order to develop their physical, intellectual and spiritual powers to the fullest, children must have freedom, a freedom to be achieved through order and self-discipline. Respect for a child's personality and trust in the inner potential of each child is the start of an adequate educational partnership.

Program Services

DescriptionGrantsExpenses
TEACHERS SALARIES, PAYROLL TAXES, OFFICE AND OTHER SUPPLIES$0$57,022
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CATHERINE ANN KARLSENDirectorPT$28,798-$28,798
Filing and Contact Details

Filer

Filer Name
Sultan Montessori School
EIN
31-1689774
Phone
3607930794
Address
PO BOX 883, SULTAN, WA 98294

Signing Officer

Name
Catherine Karlsen
Title
President
Phone
3607930794
Signed
2016-05-03
Discuss with paid preparer
Yes

Preparer

Firm
Klett and Associates Pllc
Address
906 SE EVERETT MALL WAY SUITE 425, EVERETT, WA 98208
Preparer
Terry W Klett CPA
Phone
4256104058
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

“Description: program fees. Amount: 668. Description: insurance fees. Amount: 125. Description: registration fee. Amount: 80. Total to form 990-ez, line 8: 873.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: paryoll taxes. Amount: 3,918. Description: insurance. Amount: 1,392. Description: miscellaneous. Amount: 1,846. Total to form 990-ez, line 16: 7,156.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: undeposited funds. Beg. Of year amount: 600. End of year amount: 600.”

Form 990-ez, Part II, Line 26 - Other Liabilities

“Description: payroll liabilities. Beg. Of year amount: 1,165. End of year amount: 186.”

Raw XML Appendix135 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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IRS990EZ/BooksInCareOfDetail/PhoneNum03607930794
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt031928 - 116TH ST SE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SULTAN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd098294
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IRS990EZ/OccupancyRentUtltsAndMaintAmt01296
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
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IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt07156
IRS990EZ/OtherRevenueTotalAmt0873
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IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0SULTAN MONTESSORI SCHOOL'S APPROACH IS BASED ON THE PRINCIPLE THAT EDUCATION SHOULD BE AN AID TO LIFE. IN ORDER TO DEVELOP THEIR PHYSICAL, INTELLECTUAL AND SPIRITUAL POWERS TO THE FULLEST, CHILDREN MUST HAVE FREEDOM, A FREEDOM TO BE ACHIEVED THROUGH ORDER AND SELF-DISCIPLINE. RESPECT FOR A CHILD'S PERSONALITY AND TRUST IN THE INNER POTENTIAL OF EACH CHILD IS THE START OF AN ADEQUATE EDUCATIONAL PARTNERSHIP.
IRS990EZ/PrintingPublicationsPostageAmt03435
IRS990EZ/ProgramServiceRevenueAmt052402
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt057022
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt049667
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd01
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0WA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01165
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0186
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TotalRevenueAmt053275
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.SULTANMONTESSORI.COM
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
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IRS990ScheduleE/DiscriminateRaceOtherActyInd00
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IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd00
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
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IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE POLICY IS PUBLICIZED THROUGH THE LOCAL NEWSPAPER, THE POLICY BOOKLET, AND WEBSITE.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: PROGRAM FEES. AMOUNT: 668. DESCRIPTION: INSURANCE FEES. AMOUNT: 125. DESCRIPTION: REGISTRATION FEE. AMOUNT: 80. TOTAL TO FORM 990-EZ, LINE 8: 873.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: PARYOLL TAXES. AMOUNT: 3,918. DESCRIPTION: INSURANCE. AMOUNT: 1,392. DESCRIPTION: MISCELLANEOUS. AMOUNT: 1,846. TOTAL TO FORM 990-EZ, LINE 16: 7,156.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: UNDEPOSITED FUNDS. BEG. OF YEAR AMOUNT: 600. END OF YEAR AMOUNT: 600.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: PAYROLL LIABILITIES. BEG. OF YEAR AMOUNT: 1,165. END OF YEAR AMOUNT: 186.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CATHERINE KARLSEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03607930794
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SULTAN MONTESSORI SCHOOL
ReturnHeader/Filer/BusinessNameControlTxt0SULT
ReturnHeader/Filer/EIN0311689774
ReturnHeader/Filer/PhoneNum03607930794
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0906 SE EVERETT MALL WAY SUITE 425
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0EVERETT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098208
ReturnHeader/PreparerPersonGrp/PhoneNum04256104058
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TERRY W KLETT CPA
ReturnHeader/ReturnTs02016-05-16T12:19:41-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,335
Liabilities
$186
Net assets
$23,149
Revenue
$53,275
Expenses
$62,964
Net income
-$9,689
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$8.46$0.53$7.93$32.4$42.2$9.81
2017Detailed filing. Detailed filing data is available for this year.$18.1$0.38$17.7$44.1$60.6$16.4
2016Detailed filing. Detailed filing data is available for this year.$34.9$0.74$34.2$84.4$73.4$11.0
2015Detailed filing. Detailed filing data is available for this year.$23.3$0.19$23.1$53.3$63.0$9.69
2014Detailed filing. Detailed filing data is available for this year.$34.0$1.17$32.8$66.6$59.2$7.44