Civic Intelligence

University Montessori School Inc.

990 • Fiscal year 2013 • EIN 54-1782012

Jan 01, 2013 to Dec 31, 2013 • Filed on Jun 05, 2014

Organization ProfileWWW.UNIVERSITYMONTESSORI.ORG
1034 Reservoir Road22903

(434) 977-0583

Siviq Scores

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

Liabilities / Assets

69th percentile

0.22x

Higher debt load relative to assets than 69% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

77th percentile

0.30x

Higher debt load relative to revenue than 77% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Net Margin

62nd percentile

8.0%

Higher net margin than 62% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Asset Growth

55th percentile

4.0%

Faster asset growth than 55% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

45th percentile

2.3%

Faster revenue growth than 45% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets69th percentile

Assets

Flat

$579,394

Flat from 2013

Net Assets

Flat

$451,238

Flat from 2013

Liabilities

Flat

$128,156

Flat from 2013

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin62nd percentile

Revenue

Flat

$423,646

Flat from 2013

Expenses

Flat

$389,820

Flat from 2013

Net Income

Flat

$33,826

Flat from 2013

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

$600K$400K$200K$0-$200KAssets 2011: $551,023Liabilities 2011: $158,103Net Assets 2011: $392,9202011Assets 2012: $557,327Liabilities 2012: $138,643Net Assets 2012: $418,6842012Assets 2013: $579,394Liabilities 2013: $128,156Net Assets 2013: $451,2382013Assets 2013: $579,394Liabilities 2013: $128,156Net Assets 2013: $451,2382013Assets 2014: $532,504Liabilities 2014: $118,038Net Assets 2014: $414,4662014Assets 2015: $543,450Liabilities 2015: $105,927Net Assets 2015: $437,5232015Assets 2016: $580,388Liabilities 2016: $95,922Net Assets 2016: $484,4662016Assets 2017: $559,799Liabilities 2017: $84,318Net Assets 2017: $475,4812017Assets 2018: $489,894Liabilities 2018: $53,624Net Assets 2018: $436,2702018Assets 2019: $425,952Liabilities 2019: $35,861Net Assets 2019: $390,0912019Assets 2020: $433,928Liabilities 2020: $70,108Net Assets 2020: $363,8202020Assets 2021: $559,401Liabilities 2021: $15,995Net Assets 2021: $543,4062021Assets 2022: $551,739Liabilities 2022: $3,318Net Assets 2022: $548,4212022Assets 2023: $481,264Liabilities 2023: -$203Net Assets 2023: $481,4672023

Highlighted filing

2013

Assets$579,394
Liabilities$128,156
Net Assets$451,238
Open 2013 Filing

Operations Trend

Revenue Growth45th percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $435,432Expenses 2011: $367,584Net Income 2011: $67,8482011Revenue 2012: $413,972Expenses 2012: $388,208Net Income 2012: $25,7642012Revenue 2013: $423,646Expenses 2013: $389,820Net Income 2013: $33,8262013Revenue 2013: $423,646Expenses 2013: $389,820Net Income 2013: $33,8262013Revenue 2014: $369,389Expenses 2014: $406,161Net Income 2014: -$36,7722014Revenue 2015: $423,444Expenses 2015: $408,411Net Income 2015: $15,0332015Revenue 2016: $472,307Expenses 2016: $434,077Net Income 2016: $38,2302016Revenue 2017: $462,762Expenses 2017: $471,747Net Income 2017: -$8,9852017Revenue 2018: $386,929Expenses 2018: $457,414Net Income 2018: -$70,4852018Revenue 2019: $403,789Expenses 2019: $450,065Net Income 2019: -$46,2762019Revenue 2020: $298,653Expenses 2020: $304,370Net Income 2020: -$5,7172020Revenue 2021: $540,211Expenses 2021: $333,286Net Income 2021: $206,9252021Revenue 2022: $219,176Expenses 2022: $217,289Net Income 2022: $1,8872022Revenue 2023: $466,888Expenses 2023: $534,026Net Income 2023: -$67,1382023

Highlighted filing

2013

Revenue$423,646
Expenses$389,820
Net Income$33,826
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Jun 5, 2014
Return Version
2013v3.1
Gross Receipts
$423,646
Mission and Program Overview

Mission

Early childhood education

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$342,868$379,950▲ $37,082
Cash and Non-Interest-Bearing Accounts$161,376$142,508▼ $18,868
Savings and Temporary Cash Investments$56,088$56,161▲ $73
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Accounts Receivable$-10,505$-9,450▲ $1,055
Total Assets$557,327$579,394▲ $22,067
Other Assets Total$7,500$10,225▲ $2,725
Liabilities
Mortgage Notes Payable Secured by Investment Property$112,613$102,126▼ $10,487
Accounts Payable and Accrued Expenses$26,030$26,030→ $0
Total Liabilities$138,643$128,156▼ $10,487
Net Assets / Fund Balance
Unrestricted Net Assets$418,684$451,238▲ $32,554
Total Net Assets Fund Balance$418,684$451,238▲ $32,554
Total Liabilities and Net Assets / Fund Balance$557,327$579,394▲ $22,067

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$137,782$62,111$199,893
Leasehold Improvements$156,943$4,705$161,648
Equipment$49,702$30,834$80,536
Land$35,250-$35,250
Other Land Buildings$273$30,915$31,188
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Whitney KestnerPresident
Dama SchneiderSecretary
Colin LearmonthTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$8,839
Program Service Revenue
$397,916
Investment Income
$315
Other Revenue
$16,576
All Other Contributions
$8,839
Change in Net Assets
$33,826
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$323,196
Other Expenses$66,624
Total Fundraising Expense$4,373
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$256,852$28,539-$285,391
Payroll Taxes$20,655$2,295-$22,950
Occupancy$18,295$2,033-$20,328
Other Employee Benefits$13,370$1,485-$14,855
All Other Expenses$12,418$1,379-$13,797
Depreciation Depletion$7,423$825-$8,248
Interest$3,815$424-$4,239
Other Expenses$2,641$293$4,373$2,934
Office Expenses$2,425$269-$2,694
Fees for Services Accounting$1,422$158-$1,580
Insurance$705$78-$783
Advertising$178$20-$198
Fees for Services Other$76$8-$84
Total Functional Expenses$346,905$38,542$4,373$389,820
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$11,826
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“No review was or will be conducted.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“No documents available to the public.”

Filing and Contact Details

Filer

EIN
54-1782012
Phone
4349770583

Signing Officer

Name
Colin Learmonth
Title
Treasurer
Signed
2014-06-05
Discuss with paid preparer
Yes

Organization Details

Voting Board Members
9
Independent Board Members
9
Employees
14

Preparer

Preparer
Martha F Haertig
Phone
4349717642
Supplemental Narrative

Additional Explanations

Client Note 1

“Client Note 1 - Adjustment ($6,626.00) to 2011 balance sheet was made to rectify a bookkeeping error from 2010. Principal loan payments had been included in the organization's expenses, and this adjustment to the balance sheet compensates for that over-stating of 2010 expenses.”

Other Changes In Net Assets Or Fund Balances - Other Decreases

“prior period balance sheet adjustment = -$1272”

Raw XML Appendix390 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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IRS990ScheduleD/BuildingsGrp/BookValueAmt0137782
IRS990ScheduleD/BuildingsGrp/DepreciationAmt062111
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0199893
IRS990ScheduleD/EquipmentGrp/BookValueAmt049702
IRS990ScheduleD/EquipmentGrp/DepreciationAmt030834
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt080536
IRS990ScheduleD/LandGrp/BookValueAmt035250
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt035250
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0156943
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt04705
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0161648
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0273
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt030915
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt031188
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0379950
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule E, Line 4 - Explanation of Records and Materials Not Maintained
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2Schedule E, Line 5 - Explanation of Organization Discrimination by Race
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Client Note 1 - Adjustment ($6,626.00) to 2011 balance sheet was made to rectify a bookkeeping error from 2010. Principal loan payments had been included in the organization's expenses, and this adjustment to the balance sheet compensates for that over-stating of 2010 expenses.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3prior period balance sheet adjustment = -$1272
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Client Note 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Changes In Net Assets Or Fund Balances - Other Decreases
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0557327
IRS990/TotalAssetsEOYAmt0579394
IRS990/TotalAssetsGrp/BOYAmt0557327
IRS990/TotalAssetsGrp/EOYAmt0579394
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt08839
IRS990/TotalEmployeeCnt014
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt04373
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt038542
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0346905
IRS990/TotalFunctionalExpensesGrp/TotalAmt0389820
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0138643
IRS990/TotalLiabilitiesEOYAmt0128156
IRS990/TotalLiabilitiesGrp/BOYAmt0138643
IRS990/TotalLiabilitiesGrp/EOYAmt0128156
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0418684
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0451238
IRS990/TotalProgramServiceExpensesAmt0346905
IRS990/TotalProgramServiceRevenueAmt0397916
IRS990/TotalRevenueGrp/ExclusionAmt011826
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0402981
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0423646
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0557327
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0579394
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0418684
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0451238
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0WWW.UNIVERSITYMONTESSORI.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0COLIN LEARMONTH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-06-05
ReturnHeader/Filer/BusinessName/BusinessNameLine10UNIVERSITY MONTESSORI SCHOOL
ReturnHeader/Filer/BusinessNameControlTxt0UNIV
ReturnHeader/Filer/EIN0541782012
ReturnHeader/Filer/PhoneNum04349770583
ReturnHeader/Filer/USAddress/AddressLine101034 RESERVOIR ROAD
ReturnHeader/Filer/USAddress/City0CHARLOTTESVILLE
ReturnHeader/Filer/USAddress/State0VA
ReturnHeader/Filer/USAddress/ZIPCode022903
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10HUEY AND BJORN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10408 EAST MARKET ST STE 207
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0CHARLOTTESVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0229025252
ReturnHeader/PreparerPersonGrp/PhoneNum04349717642
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARTHA F HAERTIG
ReturnHeader/ReturnTs02014-06-10T13:10:37-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$579,394
Liabilities
$128,156
Net assets
$451,238
Revenue
$423,646
Expenses
$389,820
Net income
$33,826
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$4.81$0.00$4.81$4.67$5.34$0.67
2022Summary only. Only limited summary data is available for this year.$5.52$0.03$5.48$2.19$2.17$0.02
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.59$0.16$5.43$5.40$3.33$2.07
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.34$0.70$3.64$2.99$3.04$0.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.26$0.36$3.90$4.04$4.50$0.46
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.90$0.54$4.36$3.87$4.57$0.70
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.60$0.84$4.75$4.63$4.72$0.09
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.80$0.96$4.84$4.72$4.34$0.38
2015Detailed filing. Detailed filing data is available for this year.$5.43$1.06$4.38$4.23$4.08$0.15
2014Detailed filing. Detailed filing data is available for this year.$5.33$1.18$4.14$3.69$4.06$0.37
2013Detailed filing. Detailed filing data is available for this year.$5.79$1.28$4.51$4.24$3.90$0.34
2013Summary only. Only limited summary data is available for this year.$5.79$1.28$4.51$4.24$3.90$0.34
2012Summary only. Only limited summary data is available for this year.$5.57$1.39$4.19$4.14$3.88$0.26
2011Summary only. Only limited summary data is available for this year.$5.51$1.58$3.93$4.35$3.68$0.68