Civic Intelligence

University Montessori School Inc.

990 • Fiscal year 2014 • EIN 54-1782012

Jan 01, 2014 to Dec 31, 2014 • Filed on May 11, 2015

Organization ProfileWWW.UNIVERSITYMONTESSORI.ORG
1034 Reservoir RoadCharlottesville, VA 22903

(434) 977-0583

Siviq Scores

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

Liabilities / Assets

70th percentile

0.22x

Higher debt load relative to assets than 70% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

78th percentile

0.32x

Higher debt load relative to revenue than 78% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Net Margin

20th percentile

-10.0%

Higher net margin than 20% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Asset Growth

18th percentile

-8.1%

Faster asset growth than 18% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

20th percentile

-13%

Faster revenue growth than 20% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets70th percentile

Assets

Down

$532,504

Down $46,890 (-8.1%) from 2013

Net Assets

Down

$414,466

Down $36,772 (-8.1%) from 2013

Liabilities

Down

$118,038

Down $10,118 (-7.9%) from 2013

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin20th percentile

Revenue

Down

$369,389

Down $54,257 (-13%) from 2013

Expenses

Up

$406,161

Up $16,341 (+4.2%) from 2013

Net Income

Down

-$36,772

Down $70,598 (-209%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth18th 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 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

2014

Assets$532,504
Liabilities$118,038
Net Assets$414,466
Open 2014 Filing

Operations Trend

Revenue Growth20th 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 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

2014

Revenue$369,389
Expenses$406,161
Net Income-$36,772
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 11, 2015
Return Version
2014v5.0
Gross Receipts
$369,389
Mission and Program Overview

Mission

Early childhood education

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$379,950$373,417▼ $6,533
Cash and Non-Interest-Bearing Accounts$142,508$107,959▼ $34,549
Savings and Temporary Cash Investments$56,161$56,199▲ $38
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-$0-
Accounts Receivable$-9,450$-10,526▼ $1,076
Total Assets$579,394$532,504▼ $46,890
Other Assets Total$10,225$5,455▼ $4,770
Liabilities
Mortgage Notes Payable Secured by Investment Property$102,126$92,008▼ $10,118
Accounts Payable and Accrued Expenses$26,030$26,030→ $0
Total Liabilities$128,156$118,038▼ $10,118
Net Assets / Fund Balance
Unrestricted Net Assets$451,238$414,466▼ $36,772
Total Net Assets Fund Balance$451,238$414,466▼ $36,772
Total Liabilities and Net Assets / Fund Balance$579,394$532,504▼ $46,890

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$132,493$67,400$199,893
Leasehold Improvements$156,264$6,435$162,699
Equipment$48,150$32,386$80,536
Land$35,250-$35,250
Other Land Buildings$1,260$31,066$32,326
Compensation and Service Providers
Top Officer Pay47th percentile

Board Members and Trustees

NameTitle
Whitney KestnerPresident
Jody EsselstynVice President
Dama SchneiderSecretary
Karen ChapmanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$8,762
Program Service Revenue
$349,095
Investment Income
$322
Other Revenue
$11,210
All Other Contributions
$8,762
Change in Net Assets
$-36,772
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$329,336
Other Expenses$76,825
Total Fundraising Expense$3,285
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$262,880$29,209-$292,089
Payroll Taxes$20,785$2,309-$23,094
Occupancy$18,982$2,109-$21,091
All Other Expenses$15,051$1,671-$16,722
Other Employee Benefits$12,738$1,415-$14,153
Depreciation Depletion$7,850$872-$8,722
Interest$3,436$382-$3,818
Other Expenses$3,773$419$3,285$3,285
Office Expenses$1,969$219-$2,188
Insurance$1,711$190-$1,901
Fees for Services Accounting$1,551$172-$1,723
Advertising$167$18-$185
Fees for Services Other$63$7-$70
Total Functional Expenses$362,591$40,285$3,285$406,161
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$9,760
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

Filer Name
University Montessori School
EIN
54-1782012
Phone
4349770583
Address
1034 RESERVOIR ROAD, CHARLOTTESVILLE, VA 22903

Signing Officer

Name
Karen Chapman
Title
Treasurer
Signed
2015-05-11
Discuss with paid preparer
Yes

Organization Details

Voting Board Members
9
Independent Board Members
9
Employees
10

Preparer

Firm
Huey and Bjorn
Address
408 EAST MARKET ST STE 207, CHARLOTTESVILLE, VA 22902-5252
Preparer
Martha F Haertig
Phone
4349717642
Supplemental Narrative

Additional Explanations

Client Note 1

“Client Note 1 -”

Raw XML Appendix396 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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IRS990/RentalIncomeOrLossGrp/RealAmt01450
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt056161
IRS990/SavingsAndTempCashInvstGrp/EOYAmt056199
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0132493
IRS990ScheduleD/BuildingsGrp/DepreciationAmt067400
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0199893
IRS990ScheduleD/EquipmentGrp/BookValueAmt048150
IRS990ScheduleD/EquipmentGrp/DepreciationAmt032386
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt080536
IRS990ScheduleD/LandGrp/BookValueAmt035250
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt035250
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0156264
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt06435
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0162699
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt01260
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt031066
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt032326
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0373417
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 -
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2No documents available to the public.
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
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0579394
IRS990/TotalAssetsEOYAmt0532504
IRS990/TotalAssetsGrp/BOYAmt0579394
IRS990/TotalAssetsGrp/EOYAmt0532504
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt08762
IRS990/TotalEmployeeCnt010
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt03285
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt040285
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0362591
IRS990/TotalFunctionalExpensesGrp/TotalAmt0406161
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0128156
IRS990/TotalLiabilitiesEOYAmt0118038
IRS990/TotalLiabilitiesGrp/BOYAmt0128156
IRS990/TotalLiabilitiesGrp/EOYAmt0118038
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0451238
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0414466
IRS990/TotalProgramServiceExpensesAmt0362591
IRS990/TotalProgramServiceRevenueAmt0349095
IRS990/TotalRevenueGrp/ExclusionAmt09760
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0350867
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0369389
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0579394
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0532504
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0451238
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0414466
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0WWW.UNIVERSITYMONTESSORI.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KAREN CHAPMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UNIVERSITY MONTESSORI SCHOOL
ReturnHeader/Filer/BusinessNameControlTxt0UNIV
ReturnHeader/Filer/EIN0541782012
ReturnHeader/Filer/PhoneNum04349770583
ReturnHeader/Filer/USAddress/AddressLine1Txt01034 RESERVOIR ROAD
ReturnHeader/Filer/USAddress/CityNm0CHARLOTTESVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd022903
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HUEY AND BJORN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0408 EAST MARKET ST STE 207
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHARLOTTESVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0229025252
ReturnHeader/PreparerPersonGrp/PhoneNum04349717642
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARTHA F HAERTIG
ReturnHeader/ReturnTs02015-05-14T13:02:58-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$532,504
Liabilities
$118,038
Net assets
$414,466
Revenue
$369,389
Expenses
$406,161
Net income
-$36,772
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
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