Civic Intelligence

University Montessori School Inc.

990 • Fiscal year 2021 • EIN 54-1782012

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 15, 2022

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

51st percentile

0.03x

Higher debt load relative to assets than 51% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

51st percentile

0.03x

Higher debt load relative to revenue than 51% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Net Margin

80th percentile

38%

Higher net margin than 80% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

65th percentile

$43,834

Higher top officer pay than 65% of similar nonprofits.

Top officer pay equals 8.1% of source-year revenue.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Asset Growth

73rd percentile

29%

Faster asset growth than 73% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

83rd percentile

81%

Faster revenue growth than 83% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets51st percentile

Assets

Up

$559,401

Up $125,473 (+29%) from 2020

Net Assets

Up

$543,406

Up $179,586 (+49%) from 2020

Liabilities

Down

$15,995

Down $54,113 (-77%) from 2020

Revenue And Expenses
Liabilities / Revenue51st percentileNet Margin80th percentile

Revenue

Up

$540,211

Up $241,558 (+81%) from 2020

Expenses

Up

$333,286

Up $28,916 (+9.5%) from 2020

Net Income

Up

$206,925

Up $212,642 (+3719%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth73rd 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

2021

Assets$559,401
Liabilities$15,995
Net Assets$543,406
Open 2021 Filing

Operations Trend

Revenue Growth83rd 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

2021

Revenue$540,211
Expenses$333,286
Net Income$206,925
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 15, 2022
Return Version
2021v4.1
Gross Receipts
$540,211
Mission and Program Overview

Mission

Early childhood education

University montessori school prioritizes social and emotional development in an engaging and inclusive environment. We nurture and challenge young children following the methods of dr. Maria montessori to guide and inspire child-lead learning. Our educational foundation builds an empowered and respectful community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$334,941$324,254▼ $10,687
Cash and Non-Interest-Bearing Accounts$86,306$232,036▲ $145,730
Accounts Receivable$10,450$0▼ $10,450
Savings and Temporary Cash Investments$2,231$3,111▲ $880
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-
Total Assets$433,928$559,401▲ $125,473
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$56,892$15,995▼ $40,897
Mortgage Notes Payable Secured by Investment Property$13,216--
Total Liabilities$70,108$15,995▼ $54,113
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$363,820$543,406▲ $179,586
Total Net Assets Fund Balance$363,820$543,406▲ $179,586
Total Liabilities and Net Assets / Fund Balance$433,928$559,401▲ $125,473

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$95,470$104,423$199,893
Leasehold Improvements$150,456$19,815$170,271
Equipment$38,419$43,546$81,965
Other Land Buildings$4,659$50,160$54,819
Land$35,250-$35,250
Compensation and Service Providers
Top Officer Pay65th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Heather HeisigHead of SchoolFT$43,834$43,834

Board Members and Trustees

NameTitle
Tannis FullerPresident
Cary OlivaMember
Geeta GhimireyMember
Karen MoulisMember
Dama SchneiderSecretary
Lisa ChangTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$203,812
Program Service Revenue
$336,388
Investment Income
$11
Other Revenue
$0
All Other Contributions
$17,449
Change in Net Assets
$206,925
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$269,275
Other Expenses$64,011
Total Fundraising Expense$431
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$202,897$22,544-$225,441
Current Officers, Directors, Trustees, and Key Employees-$43,834-$43,834
Occupancy$21,635$2,404-$24,039
Depreciation Depletion$9,618$1,069-$10,687
Office Expenses$5,962$662-$6,624
Fees for Services Accounting$3,218$357-$3,575
All Other Expenses$689$77$431$1,197
Other Expenses$911$101-$1,012
Advertising$371$41-$412
Fees for Services Legal$243$27-$270
Fees for Services Other$112$12-$124
Total Functional Expenses$260,985$71,870$431$333,286
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
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
No
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
Tannis Fuller
Title
President
Signed
2022-11-15
Discuss with paid preparer
Yes

Organization Details

Voting Board Members
7
Independent Board Members
0
Employees
11
Volunteers
10

Preparer

Firm
Huey and Bjorn
Address
408 EAST MARKET ST STE 207, CHARLOTTESVILLE, VA 22902
Preparer
Cameron Welch
Phone
4349717642
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IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PriorPeriodAdjustmentsAmt0-27339
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0TUITION
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0336388
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0336388
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt03334
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt025
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt045774
IRS990/PYOtherRevenueAmt078
IRS990/PYProgramServiceRevenueAmt0295216
IRS990/PYRevenuesLessExpensesAmt0-5717
IRS990/PYSalariesCompEmpBnftPaidAmt0258596
IRS990/PYTotalExpensesAmt0304370
IRS990/PYTotalRevenueAmt0298653
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0206925
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02231
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03111
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt095470
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0104423
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0199893
IRS990ScheduleD/EquipmentGrp/BookValueAmt038419
IRS990ScheduleD/EquipmentGrp/DepreciationAmt043546
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt081965
IRS990ScheduleD/LandGrp/BookValueAmt035250
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt035250
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0150456
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt019815
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0170271
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt04659
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt050160
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt054819
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0324254
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/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DOCUMENTS ARE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0433928
IRS990/TotalAssetsEOYAmt0559401
IRS990/TotalAssetsGrp/BOYAmt0433928
IRS990/TotalAssetsGrp/EOYAmt0559401
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0203812
IRS990/TotalEmployeeCnt011
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0431
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt071870
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0260985
IRS990/TotalFunctionalExpensesGrp/TotalAmt0333286
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt070108
IRS990/TotalLiabilitiesEOYAmt015995
IRS990/TotalLiabilitiesGrp/BOYAmt070108
IRS990/TotalLiabilitiesGrp/EOYAmt015995
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0363820
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0543406
IRS990/TotalProgramServiceExpensesAmt0260985
IRS990/TotalProgramServiceRevenueAmt0336388
IRS990/TotalReportableCompFromOrgAmt043834
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0336399
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0540211
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0433928
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0559401
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01034 RESERVOIR ROAD
IRS990/USAddress/CityNm0CHARLOTTESVILLE
IRS990/USAddress/StateAbbreviationCd0VA
IRS990/USAddress/ZIPCd022903
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0WWW.UNIVERSITYMONTESSORI.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TANNIS FULLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-15
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/PreparerFirmEIN0541461185
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/ZIPCd022902
ReturnHeader/PreparerPersonGrp/PhoneNum04349717642

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$559,401
Liabilities
$15,995
Net assets
$543,406
Revenue
$540,211
Expenses
$333,286
Net income
$206,925
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
2021Detailed filing. Detailed filing data is available for this year.$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