Civic Intelligence

Phoenix Montessori School Inc

990 • Fiscal year 2018 • EIN 48-1117123

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 11, 2018

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

79th percentile

0.11x

Higher debt load relative to assets than 79% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

76th percentile

0.04x

Higher debt load relative to revenue than 76% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

24th percentile

-9.8%

Higher net margin than 24% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

95th percentile

$65,049

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 25.3% of source-year revenue.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

15th percentile

-30%

Faster asset growth than 15% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

79th percentile

32%

Faster revenue growth than 79% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets79th percentile

Assets

Down

$100,651

Down $42,763 (-30%) from 2017

Net Assets

Down

$89,082

Down $30,514 (-26%) from 2017

Liabilities

Down

$11,569

Down $12,249 (-51%) from 2017

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin24th percentile

Revenue

Up

$257,526

Up $62,501 (+32%) from 2017

Expenses

Up

$282,814

Up $79,752 (+39%) from 2017

Net Income

Down

-$25,288

Down $17,251 (-215%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth15th 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

2018

Assets$100,651
Liabilities$11,569
Net Assets$89,082
Open 2018 Filing

Operations Trend

Revenue Growth79th 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

2018

Revenue$257,526
Expenses$282,814
Net Income-$25,288
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 11, 2018
Return Version
2017v2.2
Gross Receipts
$257,628
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 2 1/2 and 6, using teaching methods developed by maria montessori.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$119,596$89,082▼ $30,514
Land, Buildings, and Equipment, Net$85,468$80,333▼ $5,135
Cash and Non-Interest-Bearing Accounts$48,915$11,275▼ $37,640
Savings and Temporary Cash Investments$8,931$8,943▲ $12
Total Assets$143,414$100,651▼ $42,763
Other Assets Total$100$100→ $0
Liabilities
Other Liabilities$22,984$10,845▼ $12,139
Accounts Payable and Accrued Expenses$834$724▼ $110
Total Liabilities$23,818$11,569▼ $12,249
Net Assets / Fund Balance
Total Net Assets Fund Balance$119,596$89,082▼ $30,514
Total Liabilities and Net Assets / Fund Balance$143,414$100,651▼ $42,763

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$71,799$79,219$151,018
Equipment$2,187$26,254$28,441
Land$6,347-$6,347
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Alice BlackfordVice PresidentFT$65,049$65,049

Board Members and Trustees

NameTitle
Elizabeth KelseyPresident
Eunee WalkerBoard member
Holly FernandezSecretary
Brian PerryTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$4,732
Program Service Revenue
$186,658
Investment Income
$12
Other Revenue
$66,124
All Other Contributions
$4,732
Change in Net Assets
$-25,288
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$171,512
Other Expenses$111,302
Total Fundraising Expense$1,572
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$68,814$23,034$1,440$93,288
All Other Expenses$82,484$0$0$82,484
Current Officers, Directors, Trustees, and Key Employees$58,544$6,505$0$65,049
Office Expenses$12,682$2,026$0$14,708
Payroll Taxes$10,540$2,503$132$13,175
Depreciation Depletion$4,108$1,027$0$5,135
Occupancy$3,447$862$0$4,309
Insurance$2,650$663$0$3,313
Fees for Services Accounting$0$626$0$626
Information Technology$440$0$0$440
Advertising$201$0$0$201
Travel$0$62$0$62
Conferences and Meetings$24$0$0$24
Total Functional Expenses$243,934$37,308$1,572$282,814
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$5,566
Fundraising Direct Expenses$102
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$10,845
Accrued Payroll Taxes-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
2018-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Alice Blackford
Formed
2003
Legal Domicile
Ks
Voting Board Members
5
Independent Board Members
3
Employees
4
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”

Form 990, Part IX, Line 24E

“Flood Expenses 82484. 82484. 0. 0.”

Raw XML AppendixShowing 400 of 401 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/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/ExplanationTxt9Flood Expenses 82484. 82484. 0. 0.
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990, Part IX, Line 24e
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0143414
IRS990/TotalAssetsEOYAmt0100651
IRS990/TotalAssetsGrp/BOYAmt0143414
IRS990/TotalAssetsGrp/EOYAmt0100651
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt04732
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt01572
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt037308
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0243934
IRS990/TotalFunctionalExpensesGrp/TotalAmt0282814
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt023818
IRS990/TotalLiabilitiesEOYAmt011569
IRS990/TotalLiabilitiesGrp/BOYAmt023818
IRS990/TotalLiabilitiesGrp/EOYAmt011569
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0119596
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt089082
IRS990/TotalProgramServiceExpensesAmt0243934
IRS990/TotalProgramServiceRevenueAmt0186658
IRS990/TotalReportableCompFromOrgAmt065049
IRS990/TotalRevenueGrp/ExclusionAmt05476
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0247318
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0257526
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0143414
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0100651
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/FundraisingAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt062
IRS990/TravelGrp/ProgramServicesAmt00
IRS990/TravelGrp/TotalAmt062
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt010241 Catalina
IRS990/USAddress/CityNm0Overland Park
IRS990/USAddress/StateAbbreviationCd0KS
IRS990/USAddress/ZIPCd066207
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0www.phoenixmontessori.net
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ALICE BLACKFORD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09133811250
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-11
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/IPDt02018-11-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm013:37:16
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/PreparationDt02018-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANN D ROBERTSON CPA
ReturnHeader/ReturnTs02018-11-14T13:37:24-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30

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
$100,651
Liabilities
$11,569
Net assets
$89,082
Revenue
$257,526
Expenses
$282,814
Net income
-$25,288
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