Civic Intelligence

Phoenix Montessori School Inc

990 • Fiscal year 2017 • EIN 48-1117123

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 30, 2017

Organization Profilewww.phoenixmontessori.net
2013 W 104th StreetLeawood, KS 66206

(913) 381-1250

Siviq Scores

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

Liabilities / Assets

81st percentile

0.17x

Higher debt load relative to assets than 81% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

84th percentile

0.12x

Higher debt load relative to revenue than 84% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

31st percentile

-4.1%

Higher net margin than 31% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

96th percentile

$68,406

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 35.1% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

37th percentile

-4.1%

Faster asset growth than 37% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

39th percentile

-5.5%

Faster revenue growth than 39% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets81st percentile

Assets

Down

$143,414

Down $6,148 (-4.1%) from 2016

Net Assets

Down

$119,596

Down $8,424 (-6.6%) from 2016

Liabilities

Up

$23,818

Up $2,276 (+11%) from 2016

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin31st percentile

Revenue

Down

$195,025

Down $11,423 (-5.5%) from 2016

Expenses

Down

$203,062

Down $22,854 (-10%) from 2016

Net Income

Up

-$8,037

Up $11,431 (+59%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$200K$150K$100K$50K$0Assets 2011: $130,471Liabilities 2011: $29,343Net Assets 2011: $101,1282011Assets 2012: $139,901Liabilities 2012: $35,789Net Assets 2012: $104,1122012Assets 2013: $148,391Liabilities 2013: $33,594Net Assets 2013: $114,7972013Assets 2014: $152,050Liabilities 2014: $34,829Net Assets 2014: $117,2212014Assets 2015: $172,818Liabilities 2015: $25,330Net Assets 2015: $147,4882015Assets 2016: $149,562Liabilities 2016: $21,542Net Assets 2016: $128,0202016Assets 2017: $143,414Liabilities 2017: $23,818Net Assets 2017: $119,5962017Assets 2018: $100,651Liabilities 2018: $11,569Net Assets 2018: $89,0822018Assets 2019: $118,344Liabilities 2019: $8,373Net Assets 2019: $109,9712019Assets 2020: $92,710Liabilities 2020: $11,101Net Assets 2020: $81,6092020

Highlighted filing

2017

Assets$143,414
Liabilities$23,818
Net Assets$119,596
Open 2017 Filing

Operations Trend

Revenue Growth39th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $107,609Expenses 2011: $124,379Net Income 2011: -$16,7702011Revenue 2012: $173,802Expenses 2012: $170,816Net Income 2012: $2,9862012Revenue 2013: $195,187Expenses 2013: $184,502Net Income 2013: $10,6852013Revenue 2014: $200,258Expenses 2014: $197,834Net Income 2014: $2,4242014Revenue 2015: $230,389Expenses 2015: $200,078Net Income 2015: $30,3112015Revenue 2016: $206,448Expenses 2016: $225,916Net Income 2016: -$19,4682016Revenue 2017: $195,025Expenses 2017: $203,062Net Income 2017: -$8,0372017Revenue 2018: $257,526Expenses 2018: $282,814Net Income 2018: -$25,2882018Revenue 2019: $213,473Expenses 2019: $193,961Net Income 2019: $19,5122019Revenue 2020: $81,024Expenses 2020: $135,087Net Income 2020: -$54,0632020

Highlighted filing

2017

Revenue$195,025
Expenses$203,062
Net Income-$8,037
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 30, 2017
Return Version
2016v3.0
Gross Receipts
$195,025
Mission and Program Overview

Mission

The mission is as follows:

The mission is as follows: Phoenix Montessori School provides education to children between the ages of 3 and 5, using teaching methods developed by Maria Montessori. About 28 students attend the school.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$128,020$119,596▼ $8,424
Land, Buildings, and Equipment, Net$88,590$85,468▼ $3,122
Cash and Non-Interest-Bearing Accounts$56,407$48,915▼ $7,492
Savings and Temporary Cash Investments$4,465$8,931▲ $4,466
Total Assets$149,562$143,414▼ $6,148
Other Assets Total$100$100→ $0
Liabilities
Other Liabilities$21,542$22,984▲ $1,442
Accounts Payable and Accrued Expenses-$834-
Total Liabilities$21,542$23,818▲ $2,276
Net Assets / Fund Balance
Total Net Assets Fund Balance$128,020$119,596▼ $8,424
Total Liabilities and Net Assets / Fund Balance$149,562$143,414▼ $6,148

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$78,186$70,720$148,906
Equipment$7,282$29,618$36,900
Compensation and Service Providers
Top Officer Pay96th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Alice BlackfordVice PresidentFT$68,406$68,406

Board Members and Trustees

NameTitle
Elizabeth KelseyPresident
Alex DicarloBoard member
Eunee WalkerBoard member
Jennifer DoddBoard member
Holly FernandezSecretary
Brian PerryTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$6,926
Program Service Revenue
$187,894
Investment Income
$5
Other Revenue
$200
All Other Contributions
$5,168
Change in Net Assets
$-8,037
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$162,736
Other Expenses$40,326
Total Fundraising Expense$1,447
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$75,397$4,530$1,359$81,286
Current Officers, Directors, Trustees, and Key Employees$58,146$10,260$0$68,406
Office Expenses$14,585$1,703$0$16,288
Payroll Taxes$10,217$939$88$11,244
Occupancy$4,687$1,172$0$5,859
Depreciation Depletion$3,844$961$0$4,805
Advertising$4,730$0$0$4,730
Insurance$3,475$869$0$4,344
Fees for Services Accounting$0$4,050$0$4,050
Other Employee Benefits$1,800$0$0$1,800
Conferences and Meetings$250$0$0$250
Total Functional Expenses$177,131$24,484$1,447$203,062
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Prepaid Tuition$19,125
Accrued Payroll Taxes$3,859
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
No
Backup withholding compliance
No
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Phoenix Montessori School Inc
EIN
48-1117123
Phone
9133811250
Address
2013 W 104th Street, Leawood, KS 66206

Signing Officer

Name
Alice Blackford
Title
Executive Director
Phone
9133811250
Signed
2017-10-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Alice Blackford
Formed
2003
Legal Domicile
Ks
Voting Board Members
7
Independent Board Members
5
Employees
5
Volunteers
0

Preparer

Firm
Ann D Robertson CPA Pa
Address
11300 TOMAHAWK CREEK PKWY STE 140, LEAWOOD, KS 66211-2693
Preparer
Ann D Robertson CPA
Phone
9134981088
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“Copies of the Form 990 will be distributed at the annual board meeting.”

Pt VI, Line 15A

“Compensation is determined by the board of directors.”

Pt VI, Line 15B

“Compensation is determined by the board of directors.”

Pt VI, Line 2

“One of the board members is the daughter of the Executive Director.”

Form 990EZ, Part II, Line 24

“Utility Deposit”

Form 990EZ, Part II, Line 26

“Credit Card Payable”

Form 990EZ, Part II, Line 26

“Accrued Payroll Taxes”

Form 990EZ, Part II, Line 26

“Line of Credit”

Form 990EZ, Part II, Line 26

“Tuition Deposits”

Raw XML AppendixShowing 400 of 402 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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IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0false
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0false
IRS990ScheduleE/MaintainRacialCompRecsInd0false
IRS990ScheduleE/MaintainScholarshipsRecsInd0false
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE NON-DISCRIMINATION POLICY IS INCLUDED ON THE ORGANIZATION'S WEBSITE. THE NON-DISCRIMINATION POLICY IS INCLUDED ON THE ORGANIZATION'S WEBSITE.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1NO SCHOLARSHIPS OR FINANCIAL ASSISTANCE IS GIVEN. 32B. NO SCHOLARSHIP OR FINANCIAL ASSISTANCE WAS GIVEN.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Line 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1Line 4d
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Copies of the Form 990 will be distributed at the annual board meeting.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Compensation is determined by the board of directors.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Compensation is determined by the board of directors.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3One of the board members is the daughter of the Executive Director.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Utility Deposit
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Credit Card Payable
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Accrued Payroll Taxes
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Line of Credit
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Tuition Deposits
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part II, Line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part II, Line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part II, Line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part II, Line 26
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0149562
IRS990/TotalAssetsEOYAmt0143414
IRS990/TotalAssetsGrp/BOYAmt0149562
IRS990/TotalAssetsGrp/EOYAmt0143414
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt06926
IRS990/TotalEmployeeCnt05
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt01447
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt024484
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0177131
IRS990/TotalFunctionalExpensesGrp/TotalAmt0203062
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt021542
IRS990/TotalLiabilitiesEOYAmt023818
IRS990/TotalLiabilitiesGrp/BOYAmt021542
IRS990/TotalLiabilitiesGrp/EOYAmt023818
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0128020
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0119596
IRS990/TotalProgramServiceExpensesAmt0177131
IRS990/TotalProgramServiceRevenueAmt0187894
IRS990/TotalReportableCompFromOrgAmt068406
IRS990/TotalRevenueGrp/ExclusionAmt05
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0188094
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0195025
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0149562
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0143414
IRS990/TransactionWithControlEntInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt010241 Catalina
IRS990/USAddress/CityNm0Overland Park
IRS990/USAddress/StateAbbreviationCd0KS
IRS990/USAddress/ZIPCd066207
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0www.phoenixmontessori.net
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ALICE BLACKFORD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09133811250
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Phoenix Montessori School Inc
ReturnHeader/Filer/BusinessNameControlTxt0PHOE
ReturnHeader/Filer/EIN0481117123
ReturnHeader/Filer/PhoneNum09133811250
ReturnHeader/Filer/USAddress/AddressLine1Txt02013 W 104th Street
ReturnHeader/Filer/USAddress/CityNm0Leawood
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KS
ReturnHeader/Filer/USAddress/ZIPCd066206
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId048D9DF9F7608E30456C6D574078D53C4C3E952FA
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C6473C3BE2348DA44D681B21B3B10FE2CE35910B
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.62.137.82
ReturnHeader/FilingSecurityInformation/IPDt02017-11-03
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm013:56:46
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANN D ROBERTSON CPA PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011300 TOMAHAWK CREEK PKWY STE 140
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LEAWOOD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0662112693
ReturnHeader/PreparerPersonGrp/PhoneNum09134981088
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANN D ROBERTSON CPA
ReturnHeader/ReturnTs02017-11-03T13:56:56-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01

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
$143,414
Liabilities
$23,818
Net assets
$119,596
Revenue
$195,025
Expenses
$203,062
Net income
-$8,037
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.93$0.11$0.82$0.81$1.35$0.54
2019Detailed filing. Detailed filing data is available for this year.$1.18$0.08$1.10$2.13$1.94$0.20
2018Detailed filing. Detailed filing data is available for this year.$1.01$0.12$0.89$2.58$2.83$0.25
2017Detailed filing. Detailed filing data is available for this year.$1.43$0.24$1.20$1.95$2.03$0.08
2016Detailed filing. Detailed filing data is available for this year.$1.50$0.22$1.28$2.06$2.26$0.19
2015Summary only. Only limited summary data is available for this year.$1.73$0.25$1.47$2.30$2.00$0.30
2014Summary only. Only limited summary data is available for this year.$1.52$0.35$1.17$2.00$1.98$0.02
2013Summary only. Only limited summary data is available for this year.$1.48$0.34$1.15$1.95$1.85$0.11
2012Summary only. Only limited summary data is available for this year.$1.40$0.36$1.04$1.74$1.71$0.03
2011Summary only. Only limited summary data is available for this year.$1.30$0.29$1.01$1.08$1.24$0.17