Civic Intelligence

Montessori Education Trust Inc.

990 • Fiscal year 2017 • EIN 31-1712963

Jun 01, 2016 to May 31, 2017 • Filed on Jan 12, 2018

Organization ProfileWWW.MONTESSORIOFCVILLE.ORG
631 Cutler LaneCharlottesville, VA 22901-3951

(434) 295-9055

Siviq Scores

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

Liabilities / Assets

91st percentile

0.85x

Higher debt load relative to assets than 91% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

87th percentile

0.65x

Higher debt load relative to revenue than 87% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

49th percentile

3.0%

Higher net margin than 49% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

78th percentile

$72,552

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 8.4% of source-year revenue.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

34th percentile

-1.5%

Faster asset growth than 34% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

46th percentile

2.9%

Faster revenue growth than 46% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets91st percentile

Assets

Down

$660,279

Down $9,723 (-1.5%) from 2016

Net Assets

Up

$99,098

Up $25,637 (+35%) from 2016

Liabilities

Down

$561,181

Down $35,360 (-5.9%) from 2016

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin49th percentile

Revenue

Up

$868,408

Up $24,791 (+2.9%) from 2016

Expenses

Up

$842,771

Up $13,175 (+1.6%) from 2016

Net Income

Up

$25,637

Up $11,616 (+83%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

$3.0M$2.0M$1.0M$0Assets 2013: $693,056Liabilities 2013: $627,428Net Assets 2013: $65,6282013Assets 2016: $670,002Liabilities 2016: $596,541Net Assets 2016: $73,4612016Assets 2017: $660,279Liabilities 2017: $561,181Net Assets 2017: $99,0982017Assets 2018: $702,130Liabilities 2018: $583,289Net Assets 2018: $118,8412018Assets 2019: $1,185,041Liabilities 2019: $1,003,526Net Assets 2019: $181,5152019Assets 2020: $1,143,831Liabilities 2020: $1,063,996Net Assets 2020: $79,8352020Assets 2021: $1,285,674Liabilities 2021: $1,067,727Net Assets 2021: $217,9472021Assets 2022: $2,048,788Liabilities 2022: $1,631,858Net Assets 2022: $416,9302022Assets 2023: $1,959,626Liabilities 2023: $1,593,997Net Assets 2023: $365,6292023Assets 2024: $2,005,507Liabilities 2024: $1,659,830Net Assets 2024: $345,6772024Assets 2025: $1,918,181Liabilities 2025: $1,506,387Net Assets 2025: $411,7942025

Highlighted filing

2017

Assets$660,279
Liabilities$561,181
Net Assets$99,098
Open 2017 Filing

Operations Trend

Revenue Growth46th percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2013: $699,1622013Revenue 2016: $843,617Expenses 2016: $829,596Net Income 2016: $14,0212016Revenue 2017: $868,408Expenses 2017: $842,771Net Income 2017: $25,6372017Revenue 2018: $917,002Expenses 2018: $897,259Net Income 2018: $19,7432018Revenue 2019: $1,165,177Expenses 2019: $1,102,503Net Income 2019: $62,6742019Revenue 2020: $1,072,290Expenses 2020: $1,173,970Net Income 2020: -$101,6802020Revenue 2021: $1,250,311Expenses 2021: $1,112,199Net Income 2021: $138,1122021Revenue 2022: $1,349,567Expenses 2022: $1,150,584Net Income 2022: $198,9832022Revenue 2023: $1,235,875Expenses 2023: $1,287,176Net Income 2023: -$51,3012023Revenue 2024: $1,185,302Expenses 2024: $1,205,254Net Income 2024: -$19,9522024Revenue 2025: $1,108,204Expenses 2025: $1,042,087Net Income 2025: $66,1172025

Highlighted filing

2017

Revenue$868,408
Expenses$842,771
Net Income$25,637
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2016 to May 31, 2017
Signed
Jan 12, 2018
Return Version
2016v3.0
Gross Receipts
$868,408
Mission and Program Overview

Mission

To educate following the philosophy and practice of dr. Maria montessori, fostering personal independence and social responsibility in each individual. The school enrolls children ages 21 months through kindergarten and is open to children of all backgrounds.

To educate children of preschool age through kindergarten using the montessori curriculum.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$639,123$620,375▼ $18,748
Cash and Non-Interest-Bearing Accounts$16,181$24,365▲ $8,184
Accounts Receivable$10,250$11,264▲ $1,014
Intangible Assets$4,448$4,275▼ $173
Total Assets$670,002$660,279▼ $9,723
Liabilities
Mortgage Notes Payable Secured by Investment Property$521,401$499,903▼ $21,498
Accounts Payable and Accrued Expenses$75,140$61,278▼ $13,862
Total Liabilities$596,541$561,181▼ $35,360
Net Assets / Fund Balance
Unrestricted Net Assets$73,461$99,098▲ $25,637
Total Net Assets Fund Balance$73,461$99,098▲ $25,637
Total Liabilities and Net Assets / Fund Balance$670,002$660,279▼ $9,723

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$372,445$135,987$508,432
Land$212,546-$212,546
Equipment$25,669$59,412$85,081
Other Land Buildings$9,715$17,760$27,475
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleBaseTotal
Lindsey MunsonTreasurer$72,552$72,552
Parames AdieProgram Director$63,293$63,293
Stella PerfettoDirector$38,343$38,343

Board Members and Trustees

NameTitle
Gretchen BrantleyChair
Allison AgarwalVice-chair
Greg FrankAlumni Parent
Dan EpsteinSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$18,217
Program Service Revenue
$850,166
Investment Income
$25
Other Revenue
$0
All Other Contributions
$18,217
Change in Net Assets
$25,637
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$626,650
Other Expenses$177,298
Grants and Similar Amounts Paid$38,823
Total Fundraising Expense$7,884
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$301,685$33,521-$335,206
Current Officers, Directors, Trustees, and Key Employees$147,769$24,628$3,518$175,915
Other Employee Benefits$67,473$8,434$767$76,674
Occupancy$58,921$7,365$670$66,956
Payroll Taxes$34,192$4,274$389$38,855
Grants to Domestic Individuals$38,535--$38,535
Interest$26,261$3,283$298$29,842
Depreciation Depletion$19,051$2,382$216$21,649
Other Expenses$6,482$810$73$7,365
Insurance$4,761$595$54$5,410
Office Expenses$4,464$558$51$5,073
All Other Expenses$1,421$251$1,257$2,929
Advertising$1,176-$458$1,634
Grants to Domestic Orgs$288--$288
Total Functional Expenses$747,326$87,561$7,884$842,771
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Parames AdieDirectorRental of Building. Adie Is the Sole Member of Sakti Properties Which Owns and Rents a Building to the OrganizationNo$56,185
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Business relationship with family members
No
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“An officer reviews the return and if he or she is satisfied will sign allowing the return to be efiled.”

Form 990, Part VI, Section B, Line 12C

“The organization has an annual orientation meeting with staff and a fall board meeting in which the governing body reviews the conflict of interest policy and inquires about potential conflicts.”

Form 990, Part VI, Section B, Line 15

“Annual review process and comparison to local organizations.”

Form 990, Part VI, Section C, Line 19

“Upon request the organization will schedule a meeting for their return, govenerning documents, and conflict of interest policy, to be available for inspection.”

Filing and Contact Details

Filer

Filer Name
Montessori Education Trust Inc
EIN
31-1712963
Phone
4342959055
Address
631 CUTLER LANE, CHARLOTTESVILLE, VA 22901-3951

Signing Officer

Name
Lindsey Munson
Title
Treasurer
Phone
4342950029
Signed
2018-01-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lindsey Munson
Formed
2000
Legal Domicile
Va
Voting Board Members
7
Independent Board Members
5
Employees
28
Volunteers
5

Preparer

Firm
David W Marshall CPA Pllc
Address
300 HICKMAN ROAD SUITE 300, CHARLOTTESVILLE, VA 22911
Preparer
David W Marshall CPA
Phone
4342932487
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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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IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0212546
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt09715
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt017760
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt027475
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0620375
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd00
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0PUBLISHED IN LOCAL NEWSPAPER AND ON THE ORGANIZATION'S WEBSITE.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt038535
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt019
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0FMV
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0PARAMES ADIE
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0DIRECTOR
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt056185
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0RENTAL OF BUILDING. ADIE IS THE SOLE MEMBER OF SAKTI PROPERTIES WHICH OWNS AND RENTS A BUILDING TO THE ORGANIZATION
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AN OFFICER REVIEWS THE RETURN AND IF HE OR SHE IS SATISFIED WILL SIGN ALLOWING THE RETURN TO BE EFILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION HAS AN ANNUAL ORIENTATION MEETING WITH STAFF AND A FALL BOARD MEETING IN WHICH THE GOVERNING BODY REVIEWS THE CONFLICT OF INTEREST POLICY AND INQUIRES ABOUT POTENTIAL CONFLICTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ANNUAL REVIEW PROCESS AND COMPARISON TO LOCAL ORGANIZATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UPON REQUEST THE ORGANIZATION WILL SCHEDULE A MEETING FOR THEIR RETURN, GOVENERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICY, TO BE AVAILABLE FOR INSPECTION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0670002
IRS990/TotalAssetsEOYAmt0660279
IRS990/TotalAssetsGrp/BOYAmt0670002
IRS990/TotalAssetsGrp/EOYAmt0660279
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt018217
IRS990/TotalEmployeeCnt028
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt07884
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt087561
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0747326
IRS990/TotalFunctionalExpensesGrp/TotalAmt0842771
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0596541
IRS990/TotalLiabilitiesEOYAmt0561181
IRS990/TotalLiabilitiesGrp/BOYAmt0596541
IRS990/TotalLiabilitiesGrp/EOYAmt0561181
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt073461
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt099098
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0747326
IRS990/TotalProgramServiceRevenueAmt0850166
IRS990/TotalReportableCompFromOrgAmt0174188
IRS990/TotalRevenueGrp/ExclusionAmt025
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0850166
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0868408
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0670002
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0660279
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt073461
IRS990/UnrestrictedNetAssetsGrp/EOYAmt099098
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0631 CUTLER LAND
IRS990/USAddress/CityNm0CHARLOTTESVILLE
IRS990/USAddress/StateAbbreviationCd0VA
IRS990/USAddress/ZIPCd022901
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.MONTESSORIOFCVILLE.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LINDSEY MUNSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04342950029
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-01-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONTESSORI EDUCATION TRUST INC
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0311712963
ReturnHeader/Filer/PhoneNum04342959055
ReturnHeader/Filer/USAddress/AddressLine1Txt0631 CUTLER LANE
ReturnHeader/Filer/USAddress/CityNm0CHARLOTTESVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd0229013951
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0A2F4F695F8B057977E4B7EE2C81332A7F92D1BE5
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A2F4F695F8B057977E4B7EE2C81332A7F92D1BE5
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.51.173.51
ReturnHeader/FilingSecurityInformation/IPDt02018-01-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm016:18:56
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0311790605
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAVID W MARSHALL CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0300 HICKMAN ROAD SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHARLOTTESVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd022911
ReturnHeader/PreparerPersonGrp/PhoneNum04342932487
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID W MARSHALL CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-01-31T13:51:39-06:00

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$660,279
Liabilities
$561,181
Net assets
$99,098
Revenue
$868,408
Expenses
$842,771
Net income
$25,637
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.92$1.51$0.41$1.11$1.04$0.07
2024Detailed filing. Detailed filing data is available for this year.$2.01$1.66$0.35$1.19$1.21$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.96$1.59$0.37$1.24$1.29$0.05
2022Detailed filing. Detailed filing data is available for this year.$2.05$1.63$0.42$1.35$1.15$0.20
2021Detailed filing. Detailed filing data is available for this year.$1.29$1.07$0.22$1.25$1.11$0.14
2020Detailed filing. Detailed filing data is available for this year.$1.14$1.06$0.08$1.07$1.17$0.10
2019Detailed filing. Detailed filing data is available for this year.$1.19$1.00$0.18$1.17$1.10$0.06
2018Detailed filing. Detailed filing data is available for this year.$0.70$0.58$0.12$0.92$0.90$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.66$0.56$0.10$0.87$0.84$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.67$0.60$0.07$0.84$0.83$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.69$0.63$0.07$0.70