Civic Intelligence

Montessori Foundation

990PF • Fiscal year 2016 • EIN 47-0628910

Sep 01, 2015 to Aug 31, 2016 • Filed on Jan 16, 2017

Organization Profile
12344 Pacific StreetOmaha, NE 68154

(531) 329-3678

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

35th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Net Margin

94th percentile

65%

Higher net margin than 94% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Asset Growth

58th percentile

3.0%

Faster asset growth than 58% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

10th percentile

-42%

Faster revenue growth than 10% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$520,448

Up $15,104 (+3.0%) from 2015

Net Assets

Up

$520,448

Up $15,104 (+3.0%) from 2015

Liabilities

Down

$0

Down $1 (-100%) from 2015

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin94th percentile

Revenue

Down

$24,179

Down $17,716 (-42%) from 2015

Expenses

Down

$8,418

Down $51,439 (-86%) from 2015

Net Income

Up

$15,761

Up $33,723 (+188%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$800K$600K$400K$200K$0Assets 2012: $700,248Liabilities 2012: $02012Assets 2013: $638,587Liabilities 2013: $02013Assets 2014: $523,964Liabilities 2014: $02014Assets 2015: $505,344Liabilities 2015: $1Net Assets 2015: $505,3442015Assets 2016: $520,448Liabilities 2016: $0Net Assets 2016: $520,4482016Assets 2017: $493,361Liabilities 2017: $0Net Assets 2017: $493,3612017Assets 2018: $82,089Liabilities 2018: $0Net Assets 2018: $82,0892018Assets 2019: $46,202Liabilities 2019: $20Net Assets 2019: $46,1822019Assets 2020: $44,243Liabilities 2020: $1Net Assets 2020: $44,2432020Assets 2021: $43,036Liabilities 2021: $1Net Assets 2021: $43,0362021Assets 2022: $43,731Liabilities 2022: $1Net Assets 2022: $43,7312022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2016

Assets$520,448
Liabilities$0
Net Assets$520,448
Open 2016 Filing

Operations Trend

Revenue Growth10th percentile

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

$1.0M$500K$0-$500KRevenue 2012: $39,983Expenses 2012: $7,714Net Income 2012: $32,2692012Revenue 2013: $50,352Expenses 2013: $110,490Net Income 2013: -$60,1382013Revenue 2014: $95,150Expenses 2014: $209,525Net Income 2014: -$114,3752014Revenue 2015: $41,895Expenses 2015: $59,857Net Income 2015: -$17,9622015Revenue 2016: $24,179Expenses 2016: $8,418Net Income 2016: $15,7612016Revenue 2017: $47,977Expenses 2017: $75,064Net Income 2017: -$27,0872017Revenue 2018: $198,945Expenses 2018: $606,657Net Income 2018: -$407,7122018Revenue 2019: $1,424Expenses 2019: $37,331Net Income 2019: -$35,9072019Revenue 2020: $1,669Expenses 2020: $3,608Net Income 2020: -$1,9392020Revenue 2021: $1,876Expenses 2021: $3,083Net Income 2021: -$1,2072021Revenue 2022: $3,362Expenses 2022: $2,667Net Income 2022: $6952022Revenue 2023: $6,673Expenses 2023: $50,404Net Income 2023: -$43,7312023

Highlighted filing

2016

Revenue$24,179
Expenses$8,418
Net Income$15,761
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2015 to Aug 31, 2016
Signed
Jan 16, 2017
Return Version
2015v3.0
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAVONNE PLAMBECKPresident-$0--
Filing and Contact Details

Filer

Filer Name
Montessori Foundation
EIN
47-0628910
Phone
5313293678
Address
12344 PACIFIC STREET, OMAHA, NE 68154

Signing Officer

Name
Lavonne Plambeck
Title
President
Phone
5313293678
Signed
2017-01-16
Discuss with paid preparer
Yes

Preparer

Firm
Masimore Magnuson & Assoc Pc
Address
11440 WEST CENTER ROAD SUITE B, OMAHA, NE 68144-4483
Preparer
Rodney Anderson
Phone
4023340600
Raw XML Appendix322 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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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0NO SPECIFIC FORM
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0LAVONNE PLAMBECK
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum05313293678
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt012344 PACIFIC STREET
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0OMAHA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0NE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd068154
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0LAVONNE PLAMBECK
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt029512
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt029512
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt016682
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0171520
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt051107
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt029512
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0209797
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt016682
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0171520
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt021595
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0209797
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0239309
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt02269
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0657
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0TAXES PAID
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OTHER
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt03777
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt142
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03777
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt142
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LAVONNE PLAMBECK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05313293678
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-01-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONTESSORI FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0470628910
ReturnHeader/Filer/PhoneNum05313293678
ReturnHeader/Filer/USAddress/AddressLine1Txt012344 PACIFIC STREET
ReturnHeader/Filer/USAddress/CityNm0OMAHA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NE
ReturnHeader/Filer/USAddress/ZIPCd068154
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0470804904
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MASIMORE MAGNUSON & ASSOC PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011440 WEST CENTER ROAD SUITE B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OMAHA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0681444483
ReturnHeader/PreparerPersonGrp/PhoneNum04023340600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RODNEY ANDERSON
ReturnHeader/ReturnTs02017-01-16T00:00:00-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-09-01
ReturnHeader/TaxPeriodEndDt02016-08-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$520,448
Liabilities
$0
Net assets
$520,448
Revenue
$24,179
Expenses
$8,418
Net income
$15,761
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.07$0.50$0.44
2022Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$0.03$0.03$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.43$0.02$0.03$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$0.02$0.04$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.46$0.00$0.46$0.01$0.37$0.36
2018Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$1.99$6.07$4.08
2017Detailed filing. Detailed filing data is available for this year.$4.93$0.00$4.93$0.48$0.75$0.27
2016Detailed filing. Detailed filing data is available for this year.$5.20$0.00$5.20$0.24$0.08$0.16
2015Detailed filing. Detailed filing data is available for this year.$5.05$0.00$5.05$0.42$0.60$0.18
2014Summary only. Only limited summary data is available for this year.$5.24$0.00$0.95$2.10$1.14
2013Summary only. Only limited summary data is available for this year.$6.39$0.00$0.50$1.10$0.60
2012Summary only. Only limited summary data is available for this year.$7.00$0.00$0.40$0.08$0.32