Civic Intelligence

Hill Country Montessori School Inc

EIN 74-2570676 • 501(c)3 • Boerne, TX

Profile

Provide quality education for

50 Stone Wall DriveBoerne, TX 78006

www.hcmontessori.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

69th percentile

0.23x

Higher debt load relative to assets than 69% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

76th percentile

0.34x

Higher debt load relative to revenue than 76% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

55th percentile

6.7%

Higher net margin than 55% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

67th percentile

$100,532

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 6.3% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

60th percentile

7.1%

Faster asset growth than 60% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

38th percentile

0.6%

Faster revenue growth than 38% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets69th percentile

Assets

Up

$2,358,130

Up $157,233 (+7.1%) from 2023

Liabilities

Up

$544,177

Up $5,415 (+1.0%) from 2023

Net Assets

Up

$1,813,953

Up $151,818 (+9.1%) from 2023

Operations
Liabilities / Revenue76th percentileNet Margin55th percentile

Revenue

Up

$1,591,226

Up $8,973 (+0.6%) from 2023

Expenses

Up

$1,484,858

Up $126,565 (+9.3%) from 2023

Net Income

Down

$106,368

Down $117,592 (-53%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth60th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2011: $1,932,920Liabilities 2011: $1,026,202Net Assets 2011: $906,7182011Assets 2012: $1,941,492Liabilities 2012: $1,006,712Net Assets 2012: $934,7802012Assets 2013: $1,920,510Liabilities 2013: $970,747Net Assets 2013: $949,7632013Assets 2014: $1,912,437Liabilities 2014: $1,043,775Net Assets 2014: $868,6622014Assets 2015: $1,817,716Liabilities 2015: $1,103,127Net Assets 2015: $714,5892015Assets 2016: $1,721,268Liabilities 2016: $1,026,410Net Assets 2016: $694,8582016Assets 2017: $1,711,270Liabilities 2017: $1,058,597Net Assets 2017: $652,6732017Assets 2018: $1,626,985Liabilities 2018: $1,010,736Net Assets 2018: $616,2492018Assets 2019: $1,716,317Liabilities 2019: $977,987Net Assets 2019: $738,3302019Assets 2020: $1,722,840Liabilities 2020: $1,088,965Net Assets 2020: $633,8752020Assets 2021: $1,910,446Liabilities 2021: $650,151Net Assets 2021: $1,260,2952021Assets 2022: $2,063,712Liabilities 2022: $676,599Net Assets 2022: $1,387,1132022Assets 2023: $2,200,897Liabilities 2023: $538,762Net Assets 2023: $1,662,1352023Assets 2024: $2,358,130Liabilities 2024: $544,177Net Assets 2024: $1,813,9532024

Highlighted filing

2024

Assets$2,358,130
Liabilities$544,177
Net Assets$1,813,953
Open 2024 Filing

Operations Trend

Revenue Growth38th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2011: $1,137,3732011Expenses 2012: $1,198,6682012Expenses 2013: $1,238,0012013Revenue 2014: $1,181,415Expenses 2014: $1,303,700Net Income 2014: -$122,2852014Revenue 2015: $1,185,638Expenses 2015: $1,317,610Net Income 2015: -$131,9722015Revenue 2016: $1,273,712Expenses 2016: $1,293,443Net Income 2016: -$19,7312016Revenue 2017: $1,273,312Expenses 2017: $1,315,497Net Income 2017: -$42,1852017Revenue 2018: $1,323,941Expenses 2018: $1,360,365Net Income 2018: -$36,4242018Revenue 2019: $1,295,690Expenses 2019: $1,173,864Net Income 2019: $121,8262019Revenue 2020: $1,032,337Expenses 2020: $1,137,175Net Income 2020: -$104,8382020Revenue 2021: $1,793,971Expenses 2021: $1,149,109Net Income 2021: $644,8622021Revenue 2022: $1,365,668Expenses 2022: $1,237,522Net Income 2022: $128,1462022Revenue 2023: $1,582,253Expenses 2023: $1,358,293Net Income 2023: $223,9602023Revenue 2024: $1,591,226Expenses 2024: $1,484,858Net Income 2024: $106,3682024

Highlighted filing

2024

Revenue$1,591,226
Expenses$1,484,858
Net Income$106,368
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$2,358,130
Liabilities
$544,177
Net assets
$1,813,953
Revenue
$1,591,226
Expenses
$1,484,858
Net income
$106,368
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.36$0.54$1.81$1.59$1.48$0.11
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.20$0.54$1.66$1.58$1.36$0.22
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.06$0.68$1.39$1.37$1.24$0.13
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.91$0.65$1.26$1.79$1.15$0.64
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.72$1.09$0.63$1.03$1.14$0.10
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.72$0.98$0.74$1.30$1.17$0.12
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.63$1.01$0.62$1.32$1.36$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.71$1.06$0.65$1.27$1.32$0.04
2016Detailed filing. Detailed filing data is available for this year.$1.72$1.03$0.69$1.27$1.29$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.82$1.10$0.71$1.19$1.32$0.13
2014Detailed filing. Detailed filing data is available for this year.$1.91$1.04$0.87$1.18$1.30$0.12
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.92$0.97$0.95$1.24
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.94$1.01$0.93$1.20
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.93$1.03$0.91$1.14
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Aug 1, 2023 to Jul 31, 2024
Signed
Jun 16, 2025
Return Version
2023v6.0
Gross Receipts
$1,661,121
Mission and Program Overview

Mission

Provide quality education for

Provide quality education for students from pre school through middle school using the Montessori method of learning and teaching.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,597,262$1,749,080▲ $151,818
Land, Buildings, and Equipment, Net$1,249,998$1,234,456▼ $15,542
Investments Other Securities$313,656$663,518▲ $349,862
Cash and Non-Interest-Bearing Accounts$321,543$420,579▲ $99,036
Cap Stk Tr Prin Current Funds$64,873$64,873→ $0
Prepaid Expenses and Deferred Charges$31,556$29,555▼ $2,001
Intangible Assets$9,449$5,534▼ $3,915
Accounts Receivable$3,367$3,380▲ $13
Savings and Temporary Cash Investments$271,328$1,108▼ $270,220
Total Assets$2,200,897$2,358,130▲ $157,233
Liabilities
Mortgage Notes Payable Secured by Investment Property$331,213$270,073▼ $61,140
Other Liabilities$193,440$249,076▲ $55,636
Accounts Payable and Accrued Expenses$14,109$25,028▲ $10,919
Total Liabilities$538,762$544,177▲ $5,415
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,662,135$1,813,953▲ $151,818
Total Liabilities and Net Assets / Fund Balance$2,200,897$2,358,130▲ $157,233

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$887,601$1,087,683$1,975,284
Equipment$56,855$301,476$358,331
Land$290,000-$290,000
Other Securities$15,976--
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Rocio Janette GarciaHead of SchoolFT$97,612$2,920$100,532
Rocio Janette Garcia--$97,612$2,920$100,532
Jody DotyBusiness ManagerFT$80,370$2,694$83,064

Board Members and Trustees

NameTitle
Nafisa AhmedBoard Chair
Deena TootleVice Chair
Jeff SommersParent Member
Robert DavilaSecretary
Brandon ArceneauxTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$152,716
Program Service Revenue
$1,394,287
Investment Income
$30,006
Other Revenue
$14,217
All Other Contributions
$84,991
Change in Net Assets
$106,368

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table20$31,561Cost of items
Other Non Cash Contri Table1$21,636Cost of items
Securities Publicly Traded1$10,080Market price
Other Non Cash Contri Table1$2,166Cost of items
Total Noncash Contributions23$65,443-

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,569,930
Revenue Not Reported on Financial Statements
$21,296
Revenue Not Reported on Form 990
$45,450
Other Revenue Adjustments
$15,414
Total Revenue per Audited Statements
$1,615,380
Total Revenue per Form 990
$1,591,226
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,028,737
Other Expenses$369,387
Grants and Similar Amounts Paid$86,734
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$604,893$115,883$0$720,776
Current Officers, Directors, Trustees, and Key Employees$0$184,847$0$184,847
Grants to Domestic Individuals$86,734--$86,734
Payroll Taxes$45,414$21,406$0$66,820
Depreciation Depletion$52,286$8,765$0$61,051
Office Expenses$50,930$592$0$51,522
Advertising$48,065$0$0$48,065
Other Employee Benefits$28,352$7,975$0$36,327
Insurance$29,785$2,419$0$32,204
All Other Expenses$30,164$0$0$30,164
Other Expenses$21,052$1,145$0$22,197
Pension Plan Contributions$10,989$8,978$0$19,967
Occupancy$14,490$4,223$0$18,713
Interest$12,648$0$0$12,648
Fees for Services Accounting$0$10,308$0$10,308
Fees for Service Investment Mgmnt Fees$0$5,882$0$5,882
Travel$3,247$0$0$3,247
Fees for Services Legal$2,695$0$0$2,695
Conferences and Meetings$2,506$21$0$2,527
Fees for Services Other$2,235$0$0$2,235
Information Technology$1,341$0$0$1,341
Total Functional Expenses$1,112,414$372,444$0$1,484,858

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,484,858
Total Expenses per Audited Statements$1,465,480
Expenses per Audited Statements$1,463,582
Expenses Not Reported on Financial Statements$21,276
Other Expense Adjustments$15,394
Expenses Not Reported on Form 990$1,898
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$84,112
Fundraising Direct Expenses$69,895
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Family Fiesta$111,635$49,410$36,575$12,835
Concert$24,015$18,515$5,718$12,797
Total Events$150,164$82,439$67,345$15,094
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Customer Deposits$123,986
Unearned Revenue$103,860
Payroll$16,090
Equipment Lease$5,140
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Hill Country Montessori School Inc
EIN
74-2570676
Phone
8302295377
Address
50 Stone Wall Drive, Boerne, TX 78006

Signing Officer

Name
Jody Doty
Title
Business Manager
Phone
8302295377
Signed
2025-06-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jody Doty
Formed
1990
Legal Domicile
TX
Voting Board Members
5
Independent Board Members
5
Employees
19
Volunteers
30

Preparer

Firm
T David Phillip CPA PC
Address
409 E San Antonio Avenue, Boerne, TX 78006
Preparer
T David Phillip
Phone
8302481075
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“A PDF copy of the return is emailed to all board members for review. Any questions from those board members are forwarded to the Board Chair who then requests necessary clarification from the Head of School and/or the Business Manager.”

Pt VI, Line 12C

“On an annual basis, board members and staff members appointed to an HCMS position which regularly involves initiation, review or approval of significant HCMS contracts or other commitments, fill out the Conflict of Interest questionnaire. This Questionnaire requests divulging any business relationships, financial interests, gifts, or loans that the above persons may have with any organization doring business with HCMS, as well as any general activity that might be construed as being a conflict of interest. If a conflict or potential conflict exists, those persons are excused from any decision making or influencing regarding such business.”

Pt VI, Line 15A

“For the Officer position of Head of School the following process exists: Comparable compensation data for the position and geographical area is gathered from sources specializing in education, independent schools, and non-profits. The Board of Directors compares the data gathered to the proposed compensation for the officers position. If necessary, adjustments are made to ensure the compensation package is not excessive in any way. The Board then approves the appropriate compensation package.”

Pt VI, Line 15B

“Last review of Head of School compensation: November 2022”

Pt VI, Line 19

“HCMS governing documents, conflict of interest policy, and financial statements are made available to the public by calling HCMS office and requesting such documents. They are then provided to the requestor in a timely manner.”

Pt XI

“Prior period adjustment is a result of an independent audit adjustment.”

Financial Statement Notes

Pt XI, Line 4B

“Financial assistance $14,332; Miscellaneous $1,082.”

Pt XII, Line 2D

“Depreciation $1,803; Miscellaneous $95.”

Pt XII, Line 4B

“Financial assistance $14,332; Miscellaneous $1,062”

Raw XML AppendixShowing 400 of 617 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/Form990PartVIISectionAGrp/TitleTxt2Treasurer
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IRS990/OtherExpensesGrp/ProgramServicesAmt114097
IRS990/OtherExpensesGrp/ProgramServicesAmt213371
IRS990/OtherExpensesGrp/ProgramServicesAmt321052
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IRS990/OtherExpensesGrp/TotalAmt114097
IRS990/OtherExpensesGrp/TotalAmt213371
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt216090
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Unearned Revenue
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Customer Deposits
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2Payroll
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3Equipment Lease
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IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0101104
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt117080
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2197625
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt3154010
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt456562
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt556212
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt664949
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt715976
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Janus Henderson AAA
IRS990ScheduleD/OtherSecuritiesGrp/Desc1SPDR Portfolio S&P 400
IRS990ScheduleD/OtherSecuritiesGrp/Desc2SPDR Portfolio S&P 500
IRS990ScheduleD/OtherSecuritiesGrp/Desc3VictoryShares Core Plus Int Bond
IRS990ScheduleD/OtherSecuritiesGrp/Desc4Artisan High Income
IRS990ScheduleD/OtherSecuritiesGrp/Desc5Cliffwater Corporate Lending
IRS990ScheduleD/OtherSecuritiesGrp/Desc6Artisan International Value
IRS990ScheduleD/OtherSecuritiesGrp/Desc7Virtus Kar Small-Cap Core
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IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
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IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
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IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd7F
IRS990ScheduleD/RevenueNotReportedAmt045450
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt021296
IRS990ScheduleD/RevenueSubtotalAmt01569930
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Financial assistance $14,332; Miscellaneous $1,082.

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