Civic Intelligence

Montessori Foundation

990PF • Fiscal year 2022 • EIN 47-0628910

Sep 01, 2021 to Aug 31, 2022 • Filed on Jul 16, 2023

Organization Profile
11404 West Dodge Road 700Omaha, NE 68154

(531) 329-3678

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

62nd percentile

0.00x

Higher debt load relative to revenue than 62% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

71st percentile

21%

Higher net margin than 71% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

55th percentile

1.6%

Faster asset growth than 55% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

81st percentile

79%

Faster revenue growth than 81% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$43,731

Up $695 (+1.6%) from 2021

Net Assets

Up

$43,731

Up $695 (+1.6%) from 2021

Liabilities

Flat

$1

Flat from 2021

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin71st percentile

Revenue

Up

$3,362

Up $1,486 (+79%) from 2021

Expenses

Down

$2,667

Down $416 (-13%) from 2021

Net Income

Up

$695

Up $1,902 (+158%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth55th 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

2022

Assets$43,731
Liabilities$1
Net Assets$43,731
Open 2022 Filing

Operations Trend

Revenue Growth81st 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

2022

Revenue$3,362
Expenses$2,667
Net Income$695
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2021 to Aug 31, 2022
Signed
Jul 16, 2023
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MIKE JONESTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Montessori Foundation
EIN
47-0628910
Phone
5313293678
Address
11404 WEST DODGE ROAD 700, OMAHA, NE 68154

Signing Officer

Name
Lavonne Plambeck
Title
President
Phone
5313293678
Signed
2023-07-16
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 Appendix299 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/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02552
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt02552
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt030655
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0573462
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt032121
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt02552
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt029569
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0604117
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt030655
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0573462
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0633686
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0636238
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0336
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0336
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt022
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LAVONNE PLAMBECK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05313293678
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-07-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONTESSORI FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0470628910
ReturnHeader/Filer/PhoneNum05313293678
ReturnHeader/Filer/USAddress/AddressLine1Txt011404 WEST DODGE ROAD 700
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/ReturnTs02023-07-17T11:24:36-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LAVONNE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PLAMBECK
ReturnHeader/TaxPeriodBeginDt02021-09-01
ReturnHeader/TaxPeriodEndDt02022-08-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$43,731
Liabilities
$1
Net assets
$43,731
Revenue
$3,362
Expenses
$2,667
Net income
$695
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