Civic Intelligence

The Montessori Learning Center of Fort Walton Beach Inc.

990EZ • Fiscal year 2016 • EIN 59-2210929

Jul 01, 2015 to Jun 30, 2016 • Filed on Sep 03, 2016

Organization ProfileN/A

View Organization Page

28 Miracle Strip Pkwy SW 2Fort Walton Beach, FL 32548

(850) 244-1775

Siviq Scores

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

Liabilities / Assets

71st percentile

0.04x

Higher debt load relative to assets than 71% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

68th percentile

0.02x

Higher debt load relative to revenue than 68% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

68th percentile

13%

Higher net margin than 68% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

91st percentile

$44,972

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 23.7% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

83rd percentile

46%

Faster asset growth than 83% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

64th percentile

10%

Faster revenue growth than 64% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets71st percentile

Assets

Up

$79,193

Up $24,834 (+46%) from 2015

Net Assets

Up

$75,907

Up $24,119 (+47%) from 2015

Liabilities

Up

$3,286

Up $715 (+28%) from 2015

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin68th percentile

Revenue

Up

$189,774

Up $17,619 (+10%) from 2015

Expenses

Up

$165,654

Up $12,534 (+8.2%) from 2015

Net Income

Up

$24,120

Up $5,085 (+27%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth83rd percentile

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

$1.0M$500K$0Assets 2011: $19,719Liabilities 2011: $1,905Net Assets 2011: $17,8142011Assets 2012: $28,212Liabilities 2012: $6,6522012Assets 2013: $30,300Liabilities 2013: $744Net Assets 2013: $29,5562013Assets 2014: $32,751Net Assets 2014: $32,7512014Assets 2015: $54,359Liabilities 2015: $2,571Net Assets 2015: $51,7882015Assets 2016: $79,193Liabilities 2016: $3,286Net Assets 2016: $75,9072016Assets 2017: $81,802Liabilities 2017: $20,432Net Assets 2017: $61,3702017Assets 2018: $110,171Liabilities 2018: $54,364Net Assets 2018: $55,8072018Assets 2019: $191,312Liabilities 2019: $57,585Net Assets 2019: $133,7272019Assets 2020: $330,838Liabilities 2020: $96,504Net Assets 2020: $234,3342020Assets 2021: $538,213Liabilities 2021: $157,911Net Assets 2021: $380,3022021Assets 2022: $677,020Liabilities 2022: $98,756Net Assets 2022: $578,2642022Assets 2023: $731,909Liabilities 2023: $98,311Net Assets 2023: $633,5982023Assets 2024: $840,926Liabilities 2024: $85,745Net Assets 2024: $755,1812024Assets 2025: $928,581Liabilities 2025: $200,461Net Assets 2025: $728,1202025

Highlighted filing

2016

Assets$79,193
Liabilities$3,286
Net Assets$75,907
Open 2016 Filing

Operations Trend

Revenue Growth64th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $119,397Expenses 2011: $113,063Net Income 2011: $6,3342011Revenue 2012: $117,714Expenses 2012: $113,968Net Income 2012: $3,7462012Revenue 2013: $138,771Expenses 2013: $130,775Net Income 2013: $7,9962013Revenue 2014: $156,694Expenses 2014: $153,499Net Income 2014: $3,1952014Revenue 2015: $172,155Expenses 2015: $153,120Net Income 2015: $19,0352015Revenue 2016: $189,774Expenses 2016: $165,654Net Income 2016: $24,1202016Revenue 2017: $199,642Expenses 2017: $214,179Net Income 2017: -$14,5372017Revenue 2018: $250,946Expenses 2018: $256,509Net Income 2018: -$5,5632018Revenue 2019: $355,185Expenses 2019: $277,265Net Income 2019: $77,9202019Revenue 2020: $520,492Expenses 2020: $419,885Net Income 2020: $100,6072020Revenue 2021: $628,661Expenses 2021: $482,693Net Income 2021: $145,9682021Revenue 2022: $683,572Expenses 2022: $485,610Net Income 2022: $197,9622022Revenue 2023: $670,133Expenses 2023: $614,799Net Income 2023: $55,3342023Revenue 2024: $880,329Expenses 2024: $758,746Net Income 2024: $121,5832024Revenue 2025: $840,278Expenses 2025: $867,339Net Income 2025: -$27,0612025

Highlighted filing

2016

Revenue$189,774
Expenses$165,654
Net Income$24,120
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Sep 3, 2016
Return Version
2015v2.1
Gross Receipts
$194,308
Mission and Program Overview

Mission

EDUCATION

Program Services

DescriptionGrantsExpenses
EDUCATION OF PRE-KINDERGARTEN & KINDERGARTEN CHILDREN-$165,654
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STACY D IZERDirector-$44,972-$44,972
AMBER JANKOWSKIMember At La-$748-$748
LIZ BROWNINGPresident-$0--
LALAINYA STEELEMember At La-$0--
JULIA SANDWITHSecretary-$0--
ANNE WADDELLVice Preside-$0--
MCKENZIE SMITHTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gaming/fundrais$21,439$21,439$4,534$16,905
Total Events$21,439$21,439$4,534$16,905
Filing and Contact Details

Filer

Filer Name
Montessori Learning Center of
EIN
59-2210929
Phone
8502441775
Address
28 MIRACLE STRIP PKWY SW 2, FORT WALTON BEACH, FL 32548

Signing Officer

Name
Stacy D Izer
Title
Director
Phone
8502441775
Signed
2016-09-03

Preparer

Firm
Taylorchandler LLC
Address
151 MARY ESTHER BLVD STE 405A, MARY ESTHER, FL 32569-1975
Preparer
Janet Gentry CPA
Phone
8508630000
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses advertising 1,764 office expenses 2,919 1,325 insurance 2,748 bank charges 400 entertainment 195 gifts/donations 150 taxes & licenses 134 total 9,635”

Form 990-ez, Part II, Line 24

“Advances 0 0 prepaid expenses and deferred charges 7,617 6,265 16,368 16,368 less accumulated depreciation 16,368 16,368 total 7,617 6,265”

Form 990-ez, Part II, Line 26

“Deferred revenue 0 555 payroll liabilities 2,571 2,731”

Raw XML Appendix158 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0MCKENZIE SMITH
IRS990EZ/BooksInCareOfDetail/PhoneNum08506641249
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt028 MIRACLE STRIP PKWY SW SUITE 2
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FORT WALTON BEACH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd032548
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt046741
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt072928
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt024120
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02674
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt054358
IRS990EZ/Form990TotalAssetsGrp/EOYAmt079193
IRS990EZ/FundraisingGrossIncomeAmt021439
IRS990EZ/GrossReceiptsAmt0194308
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt064
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt051787
IRS990EZ/NetAssetsOrFundBalancesEOYAmt075907
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt051787
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt075907
IRS990EZ/OccupancyRentUtltsAndMaintAmt019075
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt044972
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt4748
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0STACY D IZER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LIZ BROWNING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LALAINYA STEELE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JULIA SANDWITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4AMBER JANKOWSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ANNE WADDELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MCKENZIE SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2MEMBER AT LA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4MEMBER AT LA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt07617
IRS990EZ/OtherAssetsTotalDetail/EOYAmt06265
IRS990EZ/OtherExpensesTotalAmt09635
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATION
IRS990EZ/ProgramServiceRevenueAmt0172805
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDUCATION OF PRE-KINDERGARTEN & KINDERGARTEN CHILDREN
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0165654
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt0134270
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0true
IRS990EZ/SpecialEventsDirectExpensesAmt04534
IRS990EZ/SpecialEventsNetIncomeLossAmt016905
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0FL
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt02571
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt03286
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0165654
IRS990EZ/TotalProgramServiceExpensesAmt0165654
IRS990EZ/TotalRevenueAmt0189774
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0false
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0false
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt032B-SCHOLARSHIPS & FINANCIAL ASSISTANCE ARE NOT PROVIDED. 32D-NO SUCH MATERIALS WERE PRODUCED.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, LINE 4
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt04534
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GAMING/FUNDRAIS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt021439
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt021439
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt021439
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt021439
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt016905
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt04534
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04534
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADVERTISING 1,764 OFFICE EXPENSES 2,919 1,325 INSURANCE 2,748 BANK CHARGES 400 ENTERTAINMENT 195 GIFTS/DONATIONS 150 TAXES & LICENSES 134 TOTAL 9,635
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ADVANCES 0 0 PREPAID EXPENSES AND DEFERRED CHARGES 7,617 6,265 16,368 16,368 LESS ACCUMULATED DEPRECIATION 16,368 16,368 TOTAL 7,617 6,265
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DEFERRED REVENUE 0 555 PAYROLL LIABILITIES 2,571 2,731
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0STACY D IZER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08502441775
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-09-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONTESSORI LEARNING CENTER OF
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FORT WALTON BEACH INC
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0592210929
ReturnHeader/Filer/PhoneNum08502441775
ReturnHeader/Filer/USAddress/AddressLine1Txt028 MIRACLE STRIP PKWY SW 2
ReturnHeader/Filer/USAddress/CityNm0FORT WALTON BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032548
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200070701
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TAYLORCHANDLER LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0151 MARY ESTHER BLVD STE 405A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MARY ESTHER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0325691975
ReturnHeader/PreparerPersonGrp/PhoneNum08508630000
ReturnHeader/PreparerPersonGrp/PreparationDt02016-09-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JANET GENTRY CPA
ReturnHeader/ReturnTs02016-09-12T14:42:10-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$79,193
Liabilities
$3,286
Net assets
$75,907
Revenue
$189,774
Expenses
$165,654
Net income
$24,120
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$9.29$2.00$7.28$8.40$8.67$0.27
2024Detailed filing. Detailed filing data is available for this year.$8.41$0.86$7.55$8.80$7.59$1.22
2023Detailed filing. Detailed filing data is available for this year.$7.32$0.98$6.34$6.70$6.15$0.55
2022Detailed filing. Detailed filing data is available for this year.$6.77$0.99$5.78$6.84$4.86$1.98
2021Detailed filing. Detailed filing data is available for this year.$5.38$1.58$3.80$6.29$4.83$1.46
2020Detailed filing. Detailed filing data is available for this year.$3.31$0.97$2.34$5.20$4.20$1.01
2019Detailed filing. Detailed filing data is available for this year.$1.91$0.58$1.34$3.55$2.77$0.78
2018Detailed filing. Detailed filing data is available for this year.$1.10$0.54$0.56$2.51$2.57$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.82$0.20$0.61$2.00$2.14$0.15
2016Detailed filing. Detailed filing data is available for this year.$0.79$0.03$0.76$1.90$1.66$0.24
2015Detailed filing. Detailed filing data is available for this year.$0.54$0.03$0.52$1.72$1.53$0.19
2014Detailed filing. Detailed filing data is available for this year.$0.33$0.33$1.57$1.53$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.30$0.01$0.30$1.39$1.31$0.08
2012Summary only. Only limited summary data is available for this year.$0.28$0.07$1.18$1.14$0.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.20$0.02$0.18$1.19$1.13$0.06