Civic Intelligence

University Montessori School Inc.

990 • Fiscal year 2019 • EIN 54-1782012

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 11, 2020

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

77th percentile

0.08x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

82nd percentile

0.09x

Higher debt load relative to revenue than 82% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

22nd percentile

-11%

Higher net margin than 22% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

26th percentile

-13%

Faster asset growth than 26% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

55th percentile

4.4%

Faster revenue growth than 55% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets77th percentile

Assets

Down

$425,952

Down $63,942 (-13%) from 2018

Net Assets

Down

$390,091

Down $46,179 (-11%) from 2018

Liabilities

Down

$35,861

Down $17,763 (-33%) from 2018

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin22nd percentile

Revenue

Up

$403,789

Up $16,860 (+4.4%) from 2018

Expenses

Down

$450,065

Down $7,349 (-1.6%) from 2018

Net Income

Up

-$46,276

Up $24,209 (+34%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth26th 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

2019

Assets$425,952
Liabilities$35,861
Net Assets$390,091
Open 2019 Filing

Operations Trend

Revenue Growth55th 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

2019

Revenue$403,789
Expenses$450,065
Net Income-$46,276
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 11, 2020
Return Version
2019v5.0
Gross Receipts
$403,789
Mission and Program Overview

Mission

Early childhood education

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$359,280$346,514▼ $12,766
Savings and Temporary Cash Investments$98,169$64,424▼ $33,745
Accounts Receivable-$0-
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-
Cash and Non-Interest-Bearing Accounts$14,514$-76▼ $14,590
Total Assets$489,894$425,952▼ $63,942
Other Assets Total$17,931$15,090▼ $2,841
Liabilities
Mortgage Notes Payable Secured by Investment Property$42,698$30,055▼ $12,643
Accounts Payable and Accrued Expenses$10,926$5,806▼ $5,120
Total Liabilities$53,624$35,861▼ $17,763
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$436,270$390,091▼ $46,179
Total Net Assets Fund Balance$436,270$390,091▼ $46,179
Total Liabilities and Net Assets / Fund Balance$489,894$425,952▼ $63,942

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$106,048$93,845$199,893
Leasehold Improvements$154,334$15,937$170,271
Equipment$41,253$40,712$81,965
Other Land Buildings$9,629$45,190$54,819
Land$35,250-$35,250
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Tim ErringtonPresident
Adie PettittVice President
Heather HeisigDirector
Dama SchneiderMember
Kristin BrubakerMember
Tannis FullerMember
Cary OlivaSecretary
Kevin RogersTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$3,216
Program Service Revenue
$393,046
Investment Income
$220
Other Revenue
$7,307
All Other Contributions
$3,216
Change in Net Assets
$-46,276
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$361,481
Other Expenses$88,584
Total Fundraising Expense$1,058
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$300,936$33,437-$334,373
Occupancy$30,490$3,388-$33,878
Payroll Taxes$23,851$2,650-$26,501
Office Expenses$11,716$1,302-$13,018
Depreciation Depletion$11,489$1,277-$12,766
All Other Expenses$2,741$304$1,058$4,103
Other Expenses$2,390$265-$2,655
Interest$2,350$261-$2,611
Fees for Services Other$1,012$112-$1,124
Other Employee Benefits$546$61-$607
Advertising$433$48-$481
Fees for Services Accounting$364$40-$404
Total Functional Expenses$404,108$44,899$1,058$450,065
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$7,307
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
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
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

“Documents are available upon request”

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
Heather Heisig
Title
Director
Signed
2020-11-11
Discuss with paid preparer
Yes

Organization Details

Voting Board Members
8
Independent Board Members
11
Employees
24
Volunteers
10

Preparer

Firm
Huey and Bjorn
Address
408 EAST MARKET ST STE 207, CHARLOTTESVILLE, VA 22902
Preparer
Cameron Welch
Phone
4349717642
Supplemental Narrative

Additional Explanations

Client Note 1

“Client Note 1 -”

Other Changes In Net Assets Or Fund Balances - Other Increases

“Reconciliation discrepancies = $97”

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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/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02650
IRS990/PayrollTaxesGrp/ProgramServicesAmt023851
IRS990/PayrollTaxesGrp/TotalAmt026501
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0TUITION
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0393046
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0393046
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt04619
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0312
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt075599
IRS990/PYOtherRevenueAmt03327
IRS990/PYProgramServiceRevenueAmt0378671
IRS990/PYRevenuesLessExpensesAmt0-70485
IRS990/PYSalariesCompEmpBnftPaidAmt0381815
IRS990/PYTotalExpensesAmt0457414
IRS990/PYTotalRevenueAmt0386929
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-46276
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt098169
IRS990/SavingsAndTempCashInvstGrp/EOYAmt064424
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0106048
IRS990ScheduleD/BuildingsGrp/DepreciationAmt093845
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0199893
IRS990ScheduleD/EquipmentGrp/BookValueAmt041253
IRS990ScheduleD/EquipmentGrp/DepreciationAmt040712
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt081965
IRS990ScheduleD/LandGrp/BookValueAmt035250
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt035250
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0154334
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt015937
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0170271
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt09629
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt045190
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt054819
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0346514
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/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Client Note 1 -
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS ARE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3RECONCILIATION DISCREPANCIES = $97
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 Increases
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0489894
IRS990/TotalAssetsEOYAmt0425952
IRS990/TotalAssetsGrp/BOYAmt0489894
IRS990/TotalAssetsGrp/EOYAmt0425952
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt03216
IRS990/TotalEmployeeCnt024
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt01058
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt044899
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0404108
IRS990/TotalFunctionalExpensesGrp/TotalAmt0450065
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt053624
IRS990/TotalLiabilitiesEOYAmt035861
IRS990/TotalLiabilitiesGrp/BOYAmt053624
IRS990/TotalLiabilitiesGrp/EOYAmt035861
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0436270
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0390091
IRS990/TotalProgramServiceExpensesAmt0404108
IRS990/TotalProgramServiceRevenueAmt0393046
IRS990/TotalRevenueGrp/ExclusionAmt07307
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0393266
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0403789
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0489894
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0425952
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01034 RESERVOIR ROAD
IRS990/USAddress/CityNm0CHARLOTTESVILLE
IRS990/USAddress/StateAbbreviationCd0VA
IRS990/USAddress/ZIPCd022903
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0WWW.UNIVERSITYMONTESSORI.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HEATHER HEISIG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$425,952
Liabilities
$35,861
Net assets
$390,091
Revenue
$403,789
Expenses
$450,065
Net income
-$46,276
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
2019Detailed filing. Detailed filing data is available for this year.$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