Civic Intelligence

Montessori School of Ruston Inc.

990 • Fiscal year 2017 • EIN 72-1124250

Jun 01, 2016 to May 31, 2017 • Filed on Oct 16, 2017

700 W Woodward AveRuston, LA 71270

(318) 202-5711

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

59th percentile

7.9%

Higher net margin than 59% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

16th percentile

-28%

Faster asset growth than 16% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

57th percentile

5.8%

Faster revenue growth than 57% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$347,495

Down $136,946 (-28%) from 2016

Net Assets

Up

$347,495

Up $38,470 (+12%) from 2016

Liabilities

Down

$0

Down $175,416 (-100%) from 2016

Revenue

Up

$489,828

Up $26,666 (+5.8%) from 2016

Expenses

Up

$451,358

Up $30,127 (+7.2%) from 2016

Net Income

Down

$38,470

Down $3,461 (-8.3%) from 2016

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2010: $541,050Liabilities 2010: $260,891Net Assets 2010: $280,1592010Assets 2011: $549,382Liabilities 2011: $246,475Net Assets 2011: $302,9072011Assets 2012: $573,558Liabilities 2012: $226,312Net Assets 2012: $347,2462012Assets 2013: $572,931Liabilities 2013: $206,276Net Assets 2013: $366,6552013Assets 2014: $541,809Liabilities 2014: $0Net Assets 2014: $541,8092014Assets 2015: $579,471Liabilities 2015: $0Net Assets 2015: $579,4712015Assets 2016: $484,441Liabilities 2016: $175,416Net Assets 2016: $309,0252016Assets 2017: $347,495Liabilities 2017: $0Net Assets 2017: $347,4952017Assets 2018: $517,791Liabilities 2018: $131,346Net Assets 2018: $386,4452018Assets 2019: $521,994Liabilities 2019: $199,394Net Assets 2019: $322,6002019Assets 2020: $533,905Liabilities 2020: $246,054Net Assets 2020: $287,8512020Assets 2021: $560,907Liabilities 2021: $332,998Net Assets 2021: $227,9092021Assets 2022: $527,993Liabilities 2022: $184,082Net Assets 2022: $343,9112022Assets 2023: $628,058Liabilities 2023: $241,219Net Assets 2023: $386,8392023Assets 2024: $605,166Liabilities 2024: $231,402Net Assets 2024: $373,7642024Assets 2025: $654,104Liabilities 2025: $235,334Net Assets 2025: $418,7702025

Highlighted filing

2017

Assets$347,495
Liabilities$0
Net Assets$347,495

Operations Trend

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

$800K$600K$400K$200K$0-$200KExpenses 2010: $440,1342010Revenue 2011: $470,029Expenses 2011: $447,281Net Income 2011: $22,7482011Revenue 2012: $435,346Expenses 2012: $391,007Net Income 2012: $44,3392012Revenue 2013: $443,034Expenses 2013: $423,625Net Income 2013: $19,4092013Revenue 2014: $405,069Expenses 2014: $104,469Net Income 2014: $300,6002014Revenue 2015: $476,234Expenses 2015: $438,572Net Income 2015: $37,6622015Revenue 2016: $463,162Expenses 2016: $421,231Net Income 2016: $41,9312016Revenue 2017: $489,828Expenses 2017: $451,358Net Income 2017: $38,4702017Revenue 2018: $549,643Expenses 2018: $510,693Net Income 2018: $38,9502018Revenue 2019: $629,763Expenses 2019: $692,663Net Income 2019: -$62,9002019Revenue 2020: $631,664Expenses 2020: $666,413Net Income 2020: -$34,7492020Revenue 2021: $363,487Expenses 2021: $423,429Net Income 2021: -$59,9422021Revenue 2022: $533,935Expenses 2022: $417,933Net Income 2022: $116,0022022Revenue 2023: $537,925Expenses 2023: $494,997Net Income 2023: $42,9282023Revenue 2024: $423,075Expenses 2024: $436,150Net Income 2024: -$13,0752024Revenue 2025: $463,365Expenses 2025: $416,550Net Income 2025: $46,8152025

Highlighted filing

2017

Revenue$489,828
Expenses$451,358
Net Income$38,470
Jump To
Filing Snapshot
Filing Period
Jun 1, 2016 to May 31, 2017
Signed
Oct 16, 2017
Return Version
2016v3.0
Gross Receipts
$489,828
Mission and Program Overview

Mission

To provide quality educational services using the montessori method

To provide quality eduational services using the montessori method

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$459,641$319,507▼ $140,134
Cash and Non-Interest-Bearing Accounts$16,661$19,849▲ $3,188
Savings and Temporary Cash Investments$8,139$8,139→ $0
Total Assets$484,441$347,495▼ $136,946
Liabilities
Mortgage Notes Payable Secured by Investment Property$175,416--
Total Liabilities$175,416$0▼ $175,416
Net Assets / Fund Balance
Unrestricted Net Assets$309,025$347,495▲ $38,470
Total Net Assets Fund Balance$309,025$347,495▲ $38,470
Total Liabilities and Net Assets / Fund Balance$484,441$347,495▼ $136,946

Asset Categories

AssetBook ValueDepreciationBasis
Land$319,507--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Leigh MeddersPresident
Lindsay GoudeyVice President
Angie BiscombDirector
Dorothy WelshDirector
Kelly CrittendenDirector
Luke MaddenDirector
Natalie RichardsonDirector
Patrick OnealDirector
Zack MorrowDirector
Chad FrederickSchool Principal
John SerioSecretary
Beth HegabTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$489,631
Investment Income
$150
Other Revenue
$47
Change in Net Assets
$38,470
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$372,776
Other Expenses$78,582
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$372,776--$372,776
Occupancy$41,715--$41,715
Insurance$10,884--$10,884
Office Expenses-$6,014-$6,014
All Other Expenses$3,477$334-$3,811
Other Expenses$248--$248
Advertising-$47-$47
Total Functional Expenses$444,963$6,395$0$451,358
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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 governing body review Part VI line 11

No review was or will be conducted.

Governing documents etc available to public Part VI line 19

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
Montessori School of Ruston
EIN
72-1124250
Address
700 W WOODWARD AVE, RUSTON, LA 71270

Signing Officer

Name
Leigh Medders
Title
President
Phone
3183310192
Signed
2017-10-16
Discuss with paid preparer
Yes

Organization Details

Formed
1988
Legal Domicile
La
Voting Board Members
11
Independent Board Members
11
Employees
0

Preparer

Firm
Leigh V Medders CPA LLC
Address
209 E LOUISIANA AVE, Ruston, LA 71270
Preparer
Leigh V Medders
Phone
3182025711
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IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT
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IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0484441
IRS990/TotalAssetsEOYAmt0347495
IRS990/TotalAssetsGrp/BOYAmt0484441
IRS990/TotalAssetsGrp/EOYAmt0347495
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt06395
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0444963
IRS990/TotalFunctionalExpensesGrp/TotalAmt0451358
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0175416
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt0175416
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0309025
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0347495
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0444963
IRS990/TotalProgramServiceRevenueAmt0489631
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0489828
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0489828
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0484441
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0347495
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0309025
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0347495
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LEIGH MEDDERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03183310192
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONTESSORI SCHOOL OF RUSTON
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0721124250
ReturnHeader/Filer/USAddress/AddressLine1Txt0700 W WOODWARD AVE
ReturnHeader/Filer/USAddress/CityNm0RUSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0LA
ReturnHeader/Filer/USAddress/ZIPCd071270
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0385D15F10F17105FAD3FCC06F61E12F1232F97FB
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0385D15F10F17105FAD3FCC06F61E12F1232F97FB
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId07298092017289b0zl242
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-10-16
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0184.171.140.17
ReturnHeader/FilingSecurityInformation/IPDt02017-10-16
ReturnHeader/FilingSecurityInformation/IPTm013:05:08
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0454215657
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LEIGH V MEDDERS CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0209 E LOUISIANA AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Ruston
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0LA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd071270
ReturnHeader/PreparerPersonGrp/PhoneNum03182025711
ReturnHeader/PreparerPersonGrp/PreparationDt02017-10-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LEIGH V MEDDERS
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-10-16T13:03:49-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-06-01
ReturnHeader/TaxPeriodEndDt02017-05-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.54$2.35$4.19$4.63$4.17$0.47
2024Detailed filing. Detailed filing data is available for this year.$6.05$2.31$3.74$4.23$4.36$0.13
2023Detailed filing. Detailed filing data is available for this year.$6.28$2.41$3.87$5.38$4.95$0.43
2022Detailed filing. Detailed filing data is available for this year.$5.28$1.84$3.44$5.34$4.18$1.16
2021Detailed filing. Detailed filing data is available for this year.$5.61$3.33$2.28$3.63$4.23$0.60
2020Detailed filing. Detailed filing data is available for this year.$5.34$2.46$2.88$6.32$6.66$0.35
2019Detailed filing. Detailed filing data is available for this year.$5.22$1.99$3.23$6.30$6.93$0.63
2018Detailed filing. Detailed filing data is available for this year.$5.18$1.31$3.86$5.50$5.11$0.39
2017Detailed filing. Detailed filing data is available for this year.$3.47$0.00$3.47$4.90$4.51$0.38
2016Detailed filing. Detailed filing data is available for this year.$4.84$1.75$3.09$4.63$4.21$0.42
2015Detailed filing. Detailed filing data is available for this year.$5.79$0.00$5.79$4.76$4.39$0.38
2014Summary only. Only limited summary data is available for this year.$5.42$0.00$5.42$4.05$1.04$3.01
2013Summary only. Only limited summary data is available for this year.$5.73$2.06$3.67$4.43$4.24$0.19
2012Summary only. Only limited summary data is available for this year.$5.74$2.26$3.47$4.35$3.91$0.44
2011Summary only. Only limited summary data is available for this year.$5.49$2.46$3.03$4.70$4.47$0.23
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.41$2.61$2.80$4.40