Civic Intelligence

Montessori Matters Inc

990EZ • Fiscal year 2014 • EIN 45-5601683

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 10, 2015

Organization ProfileNA
1113 S State AvePhoenix, AZ 85020

(602) 595-6386

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

17th percentile

-18%

Higher net margin than 17% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

11th percentile

-41%

Faster asset growth than 11% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

18th percentile

-27%

Faster revenue growth than 18% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$13,440

Down $9,224 (-41%) from 2013

Net Assets

Down

$13,440

Down $9,224 (-41%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin17th percentile

Revenue

Down

$51,235

Down $19,307 (-27%) from 2013

Expenses

Up

$60,459

Up $11,201 (+23%) from 2013

Net Income

Down

-$9,224

Down $30,508 (-143%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth11th percentile

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

$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

2014

Assets$13,440
Liabilities$0
Net Assets$13,440
Open 2014 Filing

Operations Trend

Revenue Growth18th percentile

Revenue, expenses, and net income across loaded years, with this 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

2014

Revenue$51,235
Expenses$60,459
Net Income-$9,224
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 10, 2015
Return Version
2014v5.0
Gross Receipts
$52,243
Mission and Program Overview

Mission

Provide scholarships to children in need

Program Services

DescriptionGrantsExpenses
PROVIDED SCHOLARSHIPS TO CHILDREN WHOSE APPLICATION PROVED FINANCIAL NEED.$60,000-
Compensation and Service Providers
Top Officer Pay74th 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
6025956386
Address
1113 S STATE AVE, PHOENIX, AZ 85020

Signing Officer

Name
Carol Clarkson Eklund
Title
President
Signed
2015-11-10
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

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

“Activity , Grantee MONTESORRI CHILDRENS HOUSE, INC. 1113 S STATE AVE PHOENIX AZ 85020, Cash Grant 60,000, Relationship”

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

“BANK FEES 459”

Form 990-EZ, Part IV, Line 1

“Carol clarkson eklund, executive director, and mary clarkson buckholz, board member, are sisters.”

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/AddressLine1Txt01820 E RAY ROAD A113
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CHANDLER
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IRS990EZ/GrossProfitLossSlsOfInvntryAmt0-126
IRS990EZ/GrossReceiptsAmt052243
IRS990EZ/GrossSalesOfInventoryAmt0882
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartIVInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CAROL CLARKSON EKLUND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARY CLARKSON BUCHHOLZ
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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/OtherExpensesTotalAmt0459
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/GrantsAndAllocationsAmt060000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0AZ
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt060459
IRS990EZ/TotalRevenueAmt051235
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0NA
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt051361
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0133338
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IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt04
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
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IRS990ScheduleA/PublicSupportTotal170Amt0133338
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt051361
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt041709
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0133338
IRS990ScheduleA/TotalSupportAmt0133342
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 MONTESORRI CHILDRENS HOUSE, INC. 1113 S STATE AVE PHOENIX AZ 85020, Cash Grant 60,000, Relationship
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BANK FEES 459
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CAROL CLARKSON EKLUND, EXECUTIVE DIRECTOR, AND MARY CLARKSON BUCKHOLZ, BOARD MEMBER, ARE SISTERS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10, Grants Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part IV, Line 1
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CAROL CLARKSON EKLUND
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONTESSORI MATTERS INC
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0455601683
ReturnHeader/Filer/PhoneNum06025956386
ReturnHeader/Filer/USAddress/AddressLine1Txt01113 S STATE AVE
ReturnHeader/Filer/USAddress/CityNm0PHOENIX
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085020
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SECHLER CPA PC
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ReturnHeader/PreparerPersonGrp/PhoneNum06022302700
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CAROLYN S SECHLER
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-11-10T04:11:36-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,440
Liabilities
$0
Net assets
$13,440
Revenue
$51,235
Expenses
$60,459
Net income
-$9,224
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