Civic Intelligence

Montessori Foundation

990PF • Fiscal year 2020 • EIN 47-0628910

Sep 01, 2019 to Aug 31, 2020 • Filed on Jul 15, 2021

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

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

60th percentile

0.00x

Higher debt load relative to revenue than 60% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

9th percentile

-116%

Higher net margin than 9% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

35th percentile

-4.2%

Faster asset growth than 35% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

78th percentile

17%

Faster revenue growth than 78% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$44,243

Down $1,959 (-4.2%) from 2019

Net Assets

Down

$44,243

Down $1,939 (-4.2%) from 2019

Liabilities

Down

$1

Down $19 (-95%) from 2019

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin9th percentile

Revenue

Up

$1,669

Up $245 (+17%) from 2019

Expenses

Down

$3,608

Down $33,723 (-90%) from 2019

Net Income

Up

-$1,939

Up $33,968 (+95%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth35th 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

2020

Assets$44,243
Liabilities$1
Net Assets$44,243
Open 2020 Filing

Operations Trend

Revenue Growth78th 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

2020

Revenue$1,669
Expenses$3,608
Net Income-$1,939
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2019 to Aug 31, 2020
Signed
Jul 15, 2021
Return Version
2019v5.2
Compensation and Service Providers
Top Officer Pay77th 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
2021-07-15
Discuss with paid preparer
Yes

Preparer

Firm
Frankel Zacharia LLC
Address
11404 WEST DODGE RD SUITE 700, OMAHA, NE 68154-2576
Preparer
Jeff D Hoffman
Phone
4024969100
Raw XML Appendix339 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/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt012344 PACIFIC STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0OMAHA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd068154
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NE
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0THE FOUNDATION
IRS990PF/StatementsRegardingActyGrp/PhoneNum05313293678
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0NO SPECIFIC FORM
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/DistributableAsAdjustedAmt02389
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt02389
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt030655
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0573462
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt034758
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt016682
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt02389
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt014293
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0638875
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt030655
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0573462
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt034758
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0653168
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0655557
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OTHER
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0278
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0278
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt15
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt017
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LAVONNE PLAMBECK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05313293678
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-07-15
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/BusinessNameLine1Txt0FRANKEL ZACHARIA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011404 WEST DODGE RD SUITE 700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OMAHA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0681542576
ReturnHeader/PreparerPersonGrp/PhoneNum04024969100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFF D HOFFMAN
ReturnHeader/ReturnTs02021-07-15T11:19:15-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-09-01
ReturnHeader/TaxPeriodEndDt02020-08-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$44,243
Liabilities
$1
Net assets
$44,243
Revenue
$1,669
Expenses
$3,608
Net income
-$1,939
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