Civic Intelligence

Mountain View Montessori

990 • Fiscal year 2017 • EIN 46-2536926

Jul 01, 2016 to Jun 30, 2017 • Filed on Jan 31, 2018

Organization ProfileWWW.DIXIEMONTESSORIACADEMY.ORG

View Organization Page

1160 N 645 WWashington, UT 84780

(435) 251-8539

Siviq Scores

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

Liabilities / Assets

89th percentile

0.90x

Higher debt load relative to assets than 89% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

89th percentile

2.36x

Higher debt load relative to revenue than 89% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Net Margin

76th percentile

17%

Higher net margin than 76% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

28th percentile

$71,026

Higher top officer pay than 28% of similar nonprofits.

Top officer pay equals 2.6% of source-year revenue.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Asset Growth

39th percentile

1.0%

Faster asset growth than 39% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

26th percentile

-3.8%

Faster revenue growth than 26% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets89th percentile

Assets

Up

$7,188,035

Up $71,543 (+1.0%) from 2016

Net Assets

Up

$736,332

Up $475,093 (+182%) from 2016

Liabilities

Down

$6,451,703

Down $403,550 (-5.9%) from 2016

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin76th percentile

Revenue

Down

$2,735,385

Down $108,344 (-3.8%) from 2016

Expenses

Down

$2,260,292

Down $156,346 (-6.5%) from 2016

Net Income

Up

$475,093

Up $48,002 (+11%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MAssets 2014: $18,518Liabilities 2014: $17,5182014Assets 2015: $7,360,141Liabilities 2015: $7,525,993Net Assets 2015: -$165,8522015Assets 2016: $7,116,492Liabilities 2016: $6,855,253Net Assets 2016: $261,2392016Assets 2017: $7,188,035Liabilities 2017: $6,451,703Net Assets 2017: $736,3322017Assets 2018: $7,412,634Liabilities 2018: $6,304,952Net Assets 2018: $1,107,6822018Assets 2019: $7,461,840Liabilities 2019: $6,143,195Net Assets 2019: $1,318,6452019Assets 2020: $7,348,265Liabilities 2020: $6,099,801Net Assets 2020: $1,248,4642020Assets 2021: $7,247,816Liabilities 2021: $6,095,626Net Assets 2021: $1,152,1902021Assets 2022: $7,063,633Liabilities 2022: $5,885,121Net Assets 2022: $1,178,5122022Assets 2023: $7,750,089Liabilities 2023: $6,360,418Net Assets 2023: $1,389,6712023

Highlighted filing

2017

Assets$7,188,035
Liabilities$6,451,703
Net Assets$736,332
Open 2017 Filing

Operations Trend

Revenue Growth26th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2014: $69,486Expenses 2014: $68,486Net Income 2014: $1,0002014Revenue 2015: $2,371,782Expenses 2015: $2,555,950Net Income 2015: -$184,1682015Revenue 2016: $2,843,729Expenses 2016: $2,416,638Net Income 2016: $427,0912016Revenue 2017: $2,735,385Expenses 2017: $2,260,292Net Income 2017: $475,0932017Revenue 2018: $2,845,922Expenses 2018: $2,474,572Net Income 2018: $371,3502018Revenue 2019: $3,008,230Expenses 2019: $2,797,267Net Income 2019: $210,9632019Revenue 2020: $2,700,481Expenses 2020: $2,744,546Net Income 2020: -$44,0652020Revenue 2021: $2,509,958Expenses 2021: $2,420,943Net Income 2021: $89,0152021Revenue 2022: $2,881,869Expenses 2022: $2,855,547Net Income 2022: $26,3222022Revenue 2023: $2,917,495Expenses 2023: $2,706,336Net Income 2023: $211,1592023

Highlighted filing

2017

Revenue$2,735,385
Expenses$2,260,292
Net Income$475,093
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jan 31, 2018
Return Version
2016v3.0
Gross Receipts
$2,735,990
Mission and Program Overview

Mission

To provide a child-centered, individualized grade k-7 education founded upon the philosophy of dr. Maria montessori. Dma will foster a structured environment of freedom and discovery in which each child can reach his or her full academic, social, and personal potential. Graduates will demonstrate creative thinking, self-discipline, respect, and cooperation, and will build a solid foundation for future success.

The mission of dma is to provide a child-centered, individualized grade k-7 education founded upon the philosophy of dr. Maria montessori. Dma will foster a structured environment of freedom and discovery in which each child can reach his or her full academic, social, and personal potential. Graduates of dma will demonstrate creative thinking, self-discipline, respect, and cooperation, and will build a solid foundation for future success.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$6,545,111$6,366,063▼ $179,048
Savings and Temporary Cash Investments$155,291$538,324▲ $383,033
Cash and Non-Interest-Bearing Accounts$175,432$243,967▲ $68,535
Pledges and Grants Receivable$1,410$39,681▲ $38,271
Total Assets$7,116,492$7,188,035▲ $71,543
Other Assets Total$239,248$0▼ $239,248
Liabilities
Mortgage Notes Payable Secured by Investment Property$6,750,918$6,350,653▼ $400,265
Accounts Payable and Accrued Expenses$104,335$101,050▼ $3,285
Total Liabilities$6,855,253$6,451,703▼ $403,550
Net Assets / Fund Balance
Unrestricted Net Assets$261,239$736,025▲ $474,786
Temporarily Rstr Net Assets-$307-
Total Net Assets Fund Balance$261,239$736,332▲ $475,093
Total Liabilities and Net Assets / Fund Balance$7,116,492$7,188,035▲ $71,543

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$5,532,266$240,533$5,772,799
Land$665,000-$665,000
Equipment$168,797$109,454$278,251
Compensation and Service Providers
Top Officer Pay28th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Julie WandDirectorFT$65,800$5,226$71,026

Board Members and Trustees

NameTitle
Liz MetcalfAccountibility Group Chair
Kevin GrokeBoard Chair
Dave BerryChair Policy and Charter R
Mike ProaBoard Member
Jacque NewmanSecratary
Beau JonesTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,697,875
Program Service Revenue
$25,545
Investment Income
$-605
Other Revenue
$12,570
All Other Contributions
$842
Change in Net Assets
$475,093

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,735,385
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$2,735,385
Total Revenue per Form 990
$2,735,385
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,475,650
Other Expenses$784,642
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,157,806--$1,157,806
Interest$229,106--$229,106
Depreciation Depletion$200,546--$200,546
Other Employee Benefits$139,392--$139,392
Fees for Services Other$116,166--$116,166
Payroll Taxes$93,606--$93,606
Current Officers, Directors, Trustees, and Key Employees$71,026--$71,026
Information Technology$43,454--$43,454
Insurance$27,095--$27,095
Fees for Services Accounting$16,610--$16,610
Pension Plan Contributions$13,820--$13,820
Occupancy$11,703--$11,703
Advertising$7,062--$7,062
Other Expenses$6,526--$6,526
All Other Expenses$4,170--$4,170
Travel$1,867--$1,867
Office Expenses$1,608--$1,608
Total Functional Expenses$2,260,292$0$0$2,260,292

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,260,292
Total Expenses per Audited Statements$2,260,292
Total Expenses per Form 990$2,260,292
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
-The Owner of the Pre-school Is the Director of Dixie MontessoriLeased SpaceNo$10,150
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
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

“The board reviews the form 990 before it is filed.”

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

“Annually, the board is required to fill out a conflict of interest questionnaire. If any conflict arises, the issues are addressed before the board and resolved.”

Form 990, Part VI, Section C, Line 19

“Documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Dixie Montessori
EIN
46-2536926
Phone
4352518539
Address
1160 N 645 W, WASHINGTON, UT 84780

Signing Officer

Name
Julie Wand
Title
Director
Phone
4352518539
Signed
2018-01-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Julie M Wand
Formed
2013
Legal Domicile
Ut
Voting Board Members
6
Independent Board Members
6
Employees
77
Volunteers
9

Preparer

Firm
Eide Bailly Llp
Address
5929 FASHION POINTE DR STE 300, OGDEN, UT 84403-4684
Preparer
Chett Campbell CPA
Phone
8016211575
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The academy is organized as a utah nonprofit corporation and has been recognized by the internal revenue service (irs) as exempt from federal income taxes under section 501(a) of the internal revenue code as organizations described in section 501(c)(3), qualify for the charitable contribution deduction under section 170(b)(1)(a)(ii), and has been determined not to be a private foundation under section 509(a)(1). The academy is annually required to file a return of organization exempt from income tax (form 990) with the irs. In addition, the academy is subject to income tax on net income that is derived from business activities that are unrelated to their exempt purposes. The academy has determined it is not subject to unrelated business income tax and has not filed an exempt organization business income tax return (form 990-t) with the irs. The academy believes that it has appropriate support for any tax positions taken affecting its annual filing requirements, and as such, does not have any uncertain tax positions that are material to the financial statements. The academy would recognize future accrued interest and penalties related to unrecognized tax benefits and liabilities in income tax expense if such interest and penalties are incurred.”

Raw XML AppendixShowing 400 of 404 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0104335
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0101050
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE MISSION OF DMA IS TO PROVIDE A CHILD-CENTERED, INDIVIDUALIZED GRADE K-7 EDUCATION FOUNDED UPON THE PHILOSOPHY OF DR. MARIA MONTESSORI. DMA WILL FOSTER A STRUCTURED ENVIRONMENT OF FREEDOM AND DISCOVERY IN WHICH EACH CHILD CAN REACH HIS OR HER FULL ACADEMIC, SOCIAL, AND PERSONAL POTENTIAL. GRADUATES OF DMA WILL DEMONSTRATE CREATIVE THINKING, SELF-DISCIPLINE, RESPECT, AND COOPERATION, AND WILL BUILD A SOLID FOUNDATION FOR FUTURE SUCCESS.
IRS990/AdvertisingGrp/ProgramServicesAmt07062
IRS990/AdvertisingGrp/TotalAmt07062
IRS990/AllOtherContributionsAmt0842
IRS990/AllOtherExpensesGrp/ProgramServicesAmt04170
IRS990/AllOtherExpensesGrp/TotalAmt04170
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JULIE M WAND
IRS990/BooksInCareOfDetail/PhoneNum04352518539
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01160 NORTH 645 WEST
IRS990/BooksInCareOfDetail/USAddress/CityNm0WASHINGTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0UT
IRS990/BooksInCareOfDetail/USAddress/ZIPCd084780
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd01
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0175432
IRS990/CashNonInterestBearingGrp/EOYAmt0243967
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt071026
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt071026
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt02697875
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0-605
IRS990/CYOtherExpensesAmt0784642
IRS990/CYOtherRevenueAmt012570
IRS990/CYProgramServiceRevenueAmt025545
IRS990/CYRevenuesLessExpensesAmt0475093
IRS990/CYSalariesCompEmpBnftPaidAmt01475650
IRS990/CYTotalExpensesAmt02260292
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02735385
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0200546
IRS990/DepreciationDepletionGrp/TotalAmt0200546
IRS990/Desc0OPERATION OF ONE PUBLIC CHARTER SCHOOL SERVING GRADES KINDERGARTEN THROUGH SEVENTH GRADE
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt077
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt02260292
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt016610
IRS990/FeesForServicesAccountingGrp/TotalAmt016610
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0116166
IRS990/FeesForServicesOtherGrp/TotalAmt0116166
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt640.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt65226
IRS990/Form990PartVIISectionAGrp/PersonNm0KEVIN GROKE
IRS990/Form990PartVIISectionAGrp/PersonNm1JACQUE NEWMAN
IRS990/Form990PartVIISectionAGrp/PersonNm2LIZ METCALF
IRS990/Form990PartVIISectionAGrp/PersonNm3DAVE BERRY
IRS990/Form990PartVIISectionAGrp/PersonNm4BEAU JONES
IRS990/Form990PartVIISectionAGrp/PersonNm5MIKE PROA
IRS990/Form990PartVIISectionAGrp/PersonNm6JULIE WAND
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt665800
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRATARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2ACCOUNTIBILITY GROUP CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3CHAIR POLICY AND CHARTER R
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02013
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt0-605
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GovernmentGrantsAmt02697033
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt02735990
IRS990/GrossRentsGrp/RealAmt012570
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt043454
IRS990/InformationTechnologyGrp/TotalAmt043454
IRS990/InsuranceGrp/ProgramServicesAmt027095
IRS990/InsuranceGrp/TotalAmt027095
IRS990/InterestGrp/ProgramServicesAmt0229106
IRS990/InterestGrp/TotalAmt0229106
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt024
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0349987
IRS990/LandBldgEquipBasisNetGrp/BOYAmt06545111
IRS990/LandBldgEquipBasisNetGrp/EOYAmt06366063
IRS990/LandBldgEquipCostOrOtherBssAmt06716050
IRS990/LegalDomicileStateCd0UT
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt0605
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE MISSION OF DMA IS TO PROVIDE A CHILD-CENTERED, INDIVIDUALIZED GRADE K-7 EDUCATION FOUNDED UPON THE PHILOSOPHY OF DR. MARIA MONTESSORI. DMA WILL FOSTER A STRUCTURED ENVIRONMENT OF FREEDOM AND DISCOVERY IN WHICH EACH CHILD CAN REACH HIS OR HER FULL ACADEMIC, SOCIAL, AND PERSONAL POTENTIAL. GRADUATES OF DMA WILL DEMONSTRATE CREATIVE THINKING, SELF-DISCIPLINE, RESPECT, AND COOPERATION, AND WILL BUILD A SOLID FOUNDATION FOR FUTURE SUCCESS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt06750918
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt06350653
IRS990/NetAssetsOrFundBalancesBOYAmt0261239
IRS990/NetAssetsOrFundBalancesEOYAmt0736332
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-605
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-605
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt012570
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt012570
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt011703
IRS990/OccupancyGrp/TotalAmt011703
IRS990/OfficeExpensesGrp/ProgramServicesAmt01608
IRS990/OfficeExpensesGrp/TotalAmt01608
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0239248
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0139392
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0139392
IRS990/OtherExpensesGrp/Desc0CURRICULUM AND SUPPLIES
IRS990/OtherExpensesGrp/Desc1UTILITIES
IRS990/OtherExpensesGrp/Desc2REPAIRS AND MAINTANCE
IRS990/OtherExpensesGrp/Desc3DUES AND FEES
IRS990/OtherExpensesGrp/ProgramServicesAmt066168
IRS990/OtherExpensesGrp/ProgramServicesAmt134253
IRS990/OtherExpensesGrp/ProgramServicesAmt218308
IRS990/OtherExpensesGrp/ProgramServicesAmt36526
IRS990/OtherExpensesGrp/TotalAmt066168
IRS990/OtherExpensesGrp/TotalAmt134253
IRS990/OtherExpensesGrp/TotalAmt218308
IRS990/OtherExpensesGrp/TotalAmt36526
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01157806
IRS990/OtherSalariesAndWagesGrp/TotalAmt01157806
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt093606
IRS990/PayrollTaxesGrp/TotalAmt093606
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt013820
IRS990/PensionPlanContributionsGrp/TotalAmt013820
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01410
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt039681
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JULIE M WAND
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0STUDENT ACTIVITIES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt025545
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt025545
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02398879
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0411465
IRS990/PYOtherExpensesAmt01018124
IRS990/PYOtherRevenueAmt011647
IRS990/PYProgramServiceRevenueAmt021738
IRS990/PYRevenuesLessExpensesAmt0427091
IRS990/PYSalariesCompEmpBnftPaidAmt01398514
IRS990/PYTotalExpensesAmt02416638
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02843729
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0475093
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt012570
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt025545
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0155291
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0538324
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt05532266
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0240533
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt05772799
IRS990ScheduleD/EquipmentGrp/BookValueAmt0168797
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0109454
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0278251
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt02260292
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0665000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0665000
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt02735385
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ACADEMY IS ORGANIZED AS A UTAH NONPROFIT CORPORATION AND HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE (IRS) AS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE AS ORGANIZATIONS DESCRIBED IN SECTION 501(C)(3), QUALIFY FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A)(II), AND HAS BEEN DETERMINED NOT TO BE A PRIVATE FOUNDATION UNDER SECTION 509(A)(1). THE ACADEMY IS ANNUALLY REQUIRED TO FILE A RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) WITH THE IRS. IN ADDITION, THE ACADEMY IS SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO THEIR EXEMPT PURPOSES. THE ACADEMY HAS DETERMINED IT IS NOT SUBJECT TO UNRELATED BUSINESS INCOME TAX AND HAS NOT FILED AN EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN (FORM 990-T) WITH THE IRS. THE ACADEMY BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AFFECTING ITS ANNUAL FILING REQUIREMENTS, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE ACADEMY WOULD RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS AND LIABILITIES IN INCOME TAX EXPENSE IF SUCH INTEREST AND PENALTIES ARE INCURRED.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt06366063
IRS990ScheduleD/TotalExpensesPerForm990Amt02260292
IRS990ScheduleD/TotalRevenuePerForm990Amt02735385
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02735385
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02260292
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd01
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd00
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE ACADEMY IS EXCUSED FROM FORMAL COMPLIANCE WITH REV PROC 75-50 AS LONG AS THE ACADEMY'S CHARTER AGREEMENT WITH THE STATE OF UTAH REMAINS IN EFFECT.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1THE SCHOOL RECEIVES FUNDING FROM THE STATE OF UTAH ADMINISTERED BY THE UTAH STATE OFFICE OF EDUCATION BASED ON THE NUMBER OF STUDENTS ENROLLED IN THE SCHOOL. THE SCHOOL HAS RECEIVED FEDERAL CHARTER GRANTS, WHICH ARE PAID THROUGH THE UTAH STATE OFFICE OF EDUCATION.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, PART I, LINE 6
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt0DAYSPRINGS PRE-SCHOOL
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0THE OWNER OF THE PRE-SCHOOL IS THE DIRECTOR OF DIXIE MONTESSORI
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt010150
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0LEASED SPACE
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD REVIEWS THE FORM 990 BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ANNUALLY, THE BOARD IS REQUIRED TO FILL OUT A CONFLICT OF INTEREST QUESTIONNAIRE. IF ANY CONFLICT ARISES, THE ISSUES ARE ADDRESSED BEFORE THE BOARD AND RESOLVED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS ARE AVAILABLE UPON REQUEST.
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 C, LINE 19
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0UT
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0307
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt07116492
IRS990/TotalAssetsEOYAmt07188035
IRS990/TotalAssetsGrp/BOYAmt07116492
IRS990/TotalAssetsGrp/EOYAmt07188035
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt02697875
IRS990/TotalEmployeeCnt077
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02260292
IRS990/TotalFunctionalExpensesGrp/TotalAmt02260292
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt06855253
IRS990/TotalLiabilitiesEOYAmt06451703
IRS990/TotalLiabilitiesGrp/BOYAmt06855253
IRS990/TotalLiabilitiesGrp/EOYAmt06451703
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0261239
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0736332
IRS990/TotalOtherCompensationAmt05226
IRS990/TotalProgramServiceExpensesAmt02260292
IRS990/TotalProgramServiceRevenueAmt025545
IRS990/TotalReportableCompFromOrgAmt065800
IRS990/TotalRevenueGrp/ExclusionAmt012570
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt024940
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02735385
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt09
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt07116492
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt07188035
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt01867
IRS990/TravelGrp/TotalAmt01867
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0261239
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0736025
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01160 N 645 W
IRS990/USAddress/CityNm0WASHINGTON
IRS990/USAddress/StateAbbreviationCd0UT
IRS990/USAddress/ZIPCd084780
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0WWW.DIXIEMONTESSORIACADEMY.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JULIE WAND
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04352518539
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-01-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DIXIE MONTESSORI
ReturnHeader/Filer/BusinessNameControlTxt0DIXI
ReturnHeader/Filer/EIN0462536926
ReturnHeader/Filer/PhoneNum04352518539
ReturnHeader/Filer/USAddress/AddressLine1Txt01160 N 645 W
ReturnHeader/Filer/USAddress/CityNm0WASHINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd084780
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0A74929CB68C8CCF0BA08C5D027D439DB76ED056C
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A74929CB68C8CCF0BA08C5D027D439DB76ED056C
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.60.126.34
ReturnHeader/FilingSecurityInformation/IPDt02018-01-31
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0MS
ReturnHeader/FilingSecurityInformation/IPTm009:07:50
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0450250958
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EIDE BAILLY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05929 FASHION POINTE DR STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OGDEN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0844034684
ReturnHeader/PreparerPersonGrp/PhoneNum08016211575
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHETT CAMPBELL CPA
ReturnHeader/ReturnTs02018-02-12T09:44:38-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$7,188,035
Liabilities
$6,451,703
Net assets
$736,332
Revenue
$2,735,385
Expenses
$2,260,292
Net income
$475,093
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$7.75$6.36$1.39$2.92$2.71$0.21
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.06$5.89$1.18$2.88$2.86$0.03
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.25$6.10$1.15$2.51$2.42$0.09
2020Summary only. Only limited summary data is available for this year.$7.35$6.10$1.25$2.70$2.74$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.46$6.14$1.32$3.01$2.80$0.21
2018Summary only. Only limited summary data is available for this year.$7.41$6.30$1.11$2.85$2.47$0.37
2017Detailed filing. Detailed filing data is available for this year.$7.19$6.45$0.74$2.74$2.26$0.48
2016Detailed filing. Detailed filing data is available for this year.$7.12$6.86$0.26$2.84$2.42$0.43
2015Summary only. Only limited summary data is available for this year.$7.36$7.53$0.17$2.37$2.56$0.18
2014Summary only. Only limited summary data is available for this year.$0.02$0.02$0.07$0.07$0.00