Civic Intelligence

Montessori Matters Inc

EIN 45-5601683 • 501(c)3 • Phoenix, AZ

Profile

Provide scholarships to children in need

516 W Bethany Home RoadPhoenix, AZ 85013

na

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2015

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2015

Net Margin

33rd percentile

-7.6%

Higher net margin than 33% of similar nonprofits.

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

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

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

Asset Growth

25th percentile

-29%

Faster asset growth than 25% of similar nonprofits.

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

Revenue Growth

54th percentile

2.1%

Faster revenue growth than 54% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$9,477

Down $3,963 (-29%) from 2014

Liabilities

Flat

$0

Flat from 2014

Net Assets

Down

$9,477

Down $3,963 (-29%) from 2014

Operations
Liabilities / RevenueScore unavailableNet Margin33rd percentile

Revenue

Up

$52,295

Up $1,060 (+2.1%) from 2014

Expenses

Down

$56,258

Down $4,201 (-6.9%) from 2014

Net Income

Up

-$3,963

Up $5,261 (+57%) from 2014

Trend Graphs

Balance Sheet Trend

Asset Growth25th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30K$20K$10K$0Assets 2012: $1,380Liabilities 2012: $02012Assets 2013: $22,664Liabilities 2013: $0Net Assets 2013: $22,6642013Assets 2014: $13,440Liabilities 2014: $0Net Assets 2014: $13,4402014Assets 2015: $9,477Liabilities 2015: $0Net Assets 2015: $9,4772015

Highlighted filing

2015

Assets$9,477
Liabilities$0
Net Assets$9,477
Open 2015 Filing

Operations Trend

Revenue Growth54th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$80K$60K$40K$20K$0-$20KRevenue 2012: $40,268Expenses 2012: $38,888Net Income 2012: $1,3802012Revenue 2013: $70,542Expenses 2013: $49,258Net Income 2013: $21,2842013Revenue 2014: $51,235Expenses 2014: $60,459Net Income 2014: -$9,2242014Revenue 2015: $52,295Expenses 2015: $56,258Net Income 2015: -$3,9632015

Highlighted filing

2015

Revenue$52,295
Expenses$56,258
Net Income-$3,963
Open 2015 Filing

Filings

Most recent year

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

Open filing
Assets
$9,477
Liabilities
$0
Net assets
$9,477
Revenue
$52,295
Expenses
$56,258
Net income
-$3,963
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2015Detailed filing. Detailed filing data is available for this year.$9.48$0.00$9.48$52.3$56.3$3.96
2014Detailed filing. Detailed filing data is available for this year.$13.4$0.00$13.4$51.2$60.5$9.22
2013Detailed filing. Detailed filing data is available for this year.$22.7$0.00$22.7$70.5$49.3$21.3
2012Summary only. Only limited summary data is available for this year.$1.38$0.00$40.3$38.9$1.38
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 11, 2016
Return Version
2015v2.1
Gross Receipts
$52,295
Mission and Program Overview

Mission

Provide scholarships to children in need

Program Services

DescriptionGrantsExpenses
PROVIDED SCHOLARSHIPS TO CHILDREN WHOSE APPLICATION PROVED FINANCIAL NEED.$55,000$55,000
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CAROL CLARKSON EKLUNDExecutive Director-$0--
MARY CLARKSON BUCHHOLZBoard Member-$0--
SHANA CAPARROSBoard Member-$0--
HOLLY ROBERTSBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Montessori Matters Inc
EIN
45-5601683
Phone
6022640096
Address
516 W BETHANY HOME ROAD, PHOENIX, AZ 85013

Signing Officer

Name
Carol Clarkson Eklund
Title
president
Signed
2016-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Sechler CPA Pc
Address
921 E ORANGE DR, PHOENIX, AZ 85014
Preparer
Carolyn S Sechler
Phone
6022302700
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10, Grants Paid

“Activity , Grantee MONTESSORI CHILDRENS HOUSE, INC. 516 W BETHANY HOUSE RD PHOENIX AZ 85013, Cash Grant 55,000, Relationship”

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

“BANK FEES 483”

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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CHANDLER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
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IRS990EZ/ContributionsGiftsGrantsEtcAmt052295
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IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-3963
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0775
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IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt055000
IRS990EZ/GrossReceiptsAmt052295
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt013440
IRS990EZ/NetAssetsOrFundBalancesEOYAmt09477
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt013440
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt09477
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1001.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CAROL CLARKSON EKLUND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARY CLARKSON BUCHHOLZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SHANA CAPARROS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3HOLLY ROBERTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0483
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE SCHOLARSHIPS TO CHILDREN IN NEED
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED SCHOLARSHIPS TO CHILDREN WHOSE APPLICATION PROVED FINANCIAL NEED.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt055000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt055000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0AZ
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt056258
IRS990EZ/TotalProgramServiceExpensesAmt055000
IRS990EZ/TotalRevenueAmt052295
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0NA
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt052295
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt051361
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt041709
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt040268
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0185633
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt04
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt04
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt01831
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt073058
IRS990ScheduleA/SubstantialContributorsTotAmt0112575
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt052295
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt051361
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0185633
IRS990ScheduleA/TotalSupportAmt0185637
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/ExplanationTxt0Activity , Grantee MONTESSORI CHILDRENS HOUSE, INC. 516 W BETHANY HOUSE RD PHOENIX AZ 85013, Cash Grant 55,000, Relationship
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BANK FEES 483
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10, Grants Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CAROL CLARKSON EKLUND
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0president
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONTESSORI MATTERS INC
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0455601683
ReturnHeader/Filer/PhoneNum06022640096
ReturnHeader/Filer/USAddress/AddressLine1Txt0516 W BETHANY HOME ROAD
ReturnHeader/Filer/USAddress/CityNm0PHOENIX
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085013
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SECHLER CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0921 E ORANGE DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHOENIX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085014
ReturnHeader/PreparerPersonGrp/PhoneNum06022302700
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CAROLYN S SECHLER
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-11-11T11:41:06-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

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