Civic Intelligence

Mountain View Montessori

990 • Fiscal year 2018 • EIN 46-2536926

Jul 01, 2017 to Jun 30, 2018 • Filed on Jan 28, 2019

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

88th percentile

0.85x

Higher debt load relative to assets than 88% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

89th percentile

2.22x

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

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Net Margin

71st percentile

13%

Higher net margin than 71% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

20th percentile

$0

Higher top officer pay than 20% of similar nonprofits.

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

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Asset Growth

56th percentile

3.1%

Faster asset growth than 56% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

50th percentile

4.0%

Faster revenue growth than 50% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets88th percentile

Assets

Flat

$7,412,634

Flat from 2018

Net Assets

Flat

$1,107,682

Flat from 2018

Liabilities

Flat

$6,304,952

Flat from 2018

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin71st percentile

Revenue

Flat

$2,845,922

Flat from 2018

Expenses

Flat

$2,474,572

Flat from 2018

Net Income

Flat

$371,350

Flat from 2018

Historical Trend

Balance Sheet Trend

Asset Growth56th 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 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

2018

Assets$7,412,634
Liabilities$6,304,952
Net Assets$1,107,682
Open 2018 Filing

Operations Trend

Revenue Growth50th 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 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

2018

Revenue$2,845,922
Expenses$2,474,572
Net Income$371,350
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Jan 28, 2019
Return Version
2017v2.3
Gross Receipts
$2,845,922
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$6,366,063$6,184,203▼ $181,860
Savings and Temporary Cash Investments$538,324$764,300▲ $225,976
Cash and Non-Interest-Bearing Accounts$243,967$438,395▲ $194,428
Pledges and Grants Receivable$39,681$25,736▼ $13,945
Total Assets$7,188,035$7,412,634▲ $224,599
Liabilities
Mortgage Notes Payable Secured by Investment Property$6,350,653$6,184,682▼ $165,971
Accounts Payable and Accrued Expenses$101,050$120,270▲ $19,220
Total Liabilities$6,451,703$6,304,952▼ $146,751
Net Assets / Fund Balance
Unrestricted Net Assets$736,025$1,107,682▲ $371,657
Temporarily Rstr Net Assets$307$0▼ $307
Total Net Assets Fund Balance$736,332$1,107,682▲ $371,350
Total Liabilities and Net Assets / Fund Balance$7,188,035$7,412,634▲ $224,599

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$5,384,245$388,554$5,772,799
Land$665,000-$665,000
Equipment$134,958$149,193$284,151
Compensation and Service Providers
Top Officer Pay20th percentile

Board Members and Trustees

NameTitle
Liz MetcalfBoard Chair
Jim HaendigesBoard Member
Laura SnelsonBoard Member
Dave BerryBoard Secretary
Beau JonesBoard Treasurer
Julie AtwoodDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$2,799,323
Program Service Revenue
$37,263
Investment Income
$461
Other Revenue
$8,875
All Other Contributions
$651
Change in Net Assets
$371,350

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,845,922
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$2,845,922
Total Revenue per Form 990
$2,845,922
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,686,161
Other Expenses$788,411
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,214,248$19,968-$1,234,216
Other Employee Benefits$262,733$4,573-$267,306
Interest$223,874--$223,874
Depreciation Depletion$187,760--$187,760
Fees for Services Other$148,104--$148,104
Payroll Taxes$97,210$1,422-$98,632
Current Officers, Directors, Trustees, and Key Employees$78,345--$78,345
Information Technology$21,540$1,085-$22,625
Insurance$18,276$1,174-$19,450
Fees for Services Accounting$10,911$772-$11,683
Advertising$8,945$633-$9,578
Pension Plan Contributions$7,381$281-$7,662
Travel$5,318$332-$5,650
Other Expenses$1,680$119-$1,799
Office Expenses$1,565$111-$1,676
Fees for Services Legal$784$55-$839
Fees for Services Management$763--$763
Total Functional Expenses$2,442,836$31,736$0$2,474,572

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,474,572
Total Expenses per Audited Statements$2,474,572
Total Expenses per Form 990$2,474,572
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
-Julie Wand, Former Director, of Dixie Montessori Is Involved in CompanySumtcc Provided Academic Training to Dixie Montessori StaffNo$72,150
-Julie Wand, Owner of Pre-school Is the Former Director of Dixie MontessoriLeased SpaceNo$8,875
-Julie Wand, Former Director, of Dixie Montessori Is Involved in CompanyDixie Montessori Purchased Workbooks From Complete PhonicsNo$3,915
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
Liz Metcalf
Title
President
Phone
4352518539
Signed
2019-01-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Liz Metcalf
Formed
2013
Legal Domicile
Ut
Voting Board Members
5
Independent Board Members
5
Employees
89
Volunteers
11

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 421 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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IRS990/PensionPlanContributionsGrp/TotalAmt07662
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt039681
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt025736
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0LIZ METCALF
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0STUDENT ACTIVITIES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt037263
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt037263
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02697875
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0-605
IRS990/PYOtherExpensesAmt0784642
IRS990/PYOtherRevenueAmt012570
IRS990/PYProgramServiceRevenueAmt025545
IRS990/PYRevenuesLessExpensesAmt0475093
IRS990/PYSalariesCompEmpBnftPaidAmt01475650
IRS990/PYTotalExpensesAmt02260292
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02735385
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0371350
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt08875
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt037263
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0538324
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0764300
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt05384245
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0388554
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt05772799
IRS990ScheduleD/EquipmentGrp/BookValueAmt0134958
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0149193
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0284151
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt02474572
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0665000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0665000
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt02845922
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/TotalBookValueLandBuildingsAmt06184203
IRS990ScheduleD/TotalExpensesPerForm990Amt02474572
IRS990ScheduleD/TotalRevenuePerForm990Amt02845922
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02845922
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02474572
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/NameOfInterested/BusinessName/BusinessNameLine1Txt1COMPLETE PHONICS
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt2SUMTCC
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0JULIE WAND, OWNER OF PRE-SCHOOL IS THE FORMER DIRECTOR OF DIXIE MONTESSORI
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt1JULIE WAND, FORMER DIRECTOR, OF DIXIE MONTESSORI IS INVOLVED IN COMPANY
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt2JULIE WAND, FORMER DIRECTOR, OF DIXIE MONTESSORI IS INVOLVED IN COMPANY
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd10
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd20
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt08875
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt13915
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt272150
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0LEASED SPACE
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc1DIXIE MONTESSORI PURCHASED WORKBOOKS FROM COMPLETE PHONICS
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc2SUMTCC PROVIDED ACADEMIC TRAINING TO DIXIE MONTESSORI STAFF
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/BOYAmt0307
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt07188035
IRS990/TotalAssetsEOYAmt07412634
IRS990/TotalAssetsGrp/BOYAmt07188035
IRS990/TotalAssetsGrp/EOYAmt07412634
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt02799323
IRS990/TotalEmployeeCnt089
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt031736
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02442836
IRS990/TotalFunctionalExpensesGrp/TotalAmt02474572
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt06451703
IRS990/TotalLiabilitiesEOYAmt06304952
IRS990/TotalLiabilitiesGrp/BOYAmt06451703
IRS990/TotalLiabilitiesGrp/EOYAmt06304952
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0736332
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01107682
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt02442836
IRS990/TotalProgramServiceRevenueAmt037263
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt09336
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt037263
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02845922
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt011
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt07188035
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt07412634
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt0332
IRS990/TravelGrp/ProgramServicesAmt05318
IRS990/TravelGrp/TotalAmt05650
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0736025
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01107682
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01160 N 645 W
IRS990/USAddress/CityNm0WASHINGTON
IRS990/USAddress/StateAbbreviationCd0UT
IRS990/USAddress/ZIPCd084780
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.DIXIEMONTESSORIACADEMY.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LIZ METCALF
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04352518539
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-01-28
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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,412,634
Liabilities
$6,304,952
Net assets
$1,107,682
Revenue
$2,845,922
Expenses
$2,474,572
Net income
$371,350
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
2018Detailed filing. Detailed filing data is available for this year.$7.41$6.30$1.11$2.85$2.47$0.37
2018Summary only. Only limited summary data is available for this year.$7.41$6.30$1.11$2.85$2.47$0.37
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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