Civic Intelligence

Waco Montessori School

990T • Fiscal year 2023 • EIN 74-2615440

Aug 01, 2022 to Jul 31, 2023 • Filed on Jun 13, 2024

Organization ProfileWWW.WACOMONTESSORISCHOOL.ORG
1920 Columbus AvenueWaco, TX 76701

(254) 754-3966

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

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No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

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No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $2,546,744Liabilities 2011: $1,030,121Net Assets 2011: $1,516,6232011Assets 2012: $2,393,065Liabilities 2012: $920,447Net Assets 2012: $1,472,6182012Assets 2013: $2,264,147Liabilities 2013: $833,996Net Assets 2013: $1,430,1512013Assets 2014: $2,194,856Liabilities 2014: $804,139Net Assets 2014: $1,390,7172014Assets 2015: $2,289,034Liabilities 2015: $871,160Net Assets 2015: $1,417,8742015Assets 2016: $2,374,499Liabilities 2016: $826,743Net Assets 2016: $1,547,7562016Assets 2017: $2,495,870Liabilities 2017: $797,974Net Assets 2017: $1,697,8962017Assets 2018: $2,270,412Liabilities 2018: $514,761Net Assets 2018: $1,755,6512018Assets 2019: $2,314,417Liabilities 2019: $611,348Net Assets 2019: $1,703,0692019Assets 2020: $2,660,716Liabilities 2020: $875,064Net Assets 2020: $1,785,6522020Assets 2021: $3,092,990Liabilities 2021: $1,112,457Net Assets 2021: $1,980,5332021Assets 2022: $3,315,234Liabilities 2022: $1,161,788Net Assets 2022: $2,153,4462022Assets 2023: $3,380,886Liabilities 2023: $962,813Net Assets 2023: $2,418,0732023Assets 2024: $3,153,447Liabilities 2024: $1,034,359Net Assets 2024: $2,119,0882024

Latest loaded filing

2024

Assets$3,153,447
Liabilities$1,034,359
Net Assets$2,119,088
Open 2024 Filing

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $1,643,0992011Revenue 2012: $1,756,892Expenses 2012: $1,787,613Net Income 2012: -$30,7212012Expenses 2013: $1,693,1092013Revenue 2014: $1,703,753Expenses 2014: $1,743,312Net Income 2014: -$39,5592014Revenue 2015: $1,742,519Expenses 2015: $1,715,362Net Income 2015: $27,1572015Revenue 2016: $2,001,024Expenses 2016: $1,868,587Net Income 2016: $132,4372016Revenue 2017: $2,099,661Expenses 2017: $1,949,939Net Income 2017: $149,7222017Revenue 2018: $2,099,438Expenses 2018: $2,042,922Net Income 2018: $56,5162018Revenue 2019: $2,057,654Expenses 2019: $2,107,279Net Income 2019: -$49,6252019Revenue 2020: $2,242,105Expenses 2020: $2,165,223Net Income 2020: $76,8822020Revenue 2021: $2,401,886Expenses 2021: $2,217,827Net Income 2021: $184,0592021Revenue 2022: $2,651,860Expenses 2022: $2,470,383Net Income 2022: $181,4772022Revenue 2023: $2,641,226Expenses 2023: $2,381,380Net Income 2023: $259,8462023Revenue 2024: $2,506,981Expenses 2024: $2,811,512Net Income 2024: -$304,5312024

Latest loaded filing

2024

Revenue$2,506,981
Expenses$2,811,512
Net Income-$304,531
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2022 to Jul 31, 2023
Signed
Jun 13, 2024
Return Version
2022v7.0
Mission and Program Overview

Mission

To educate children in a nurturing, stimulating montessori environment that appreciates and celebrates each child, encourages respect for oneself and others, and develops life-long learning and problem-solving skills.

Filing and Contact Details

Filer

Filer Name
Waco Montessori School
EIN
74-2615440
Phone
2547543966
Address
1920 COLUMBUS AVENUE, WACO, TX 76701

Signing Officer

Name
Stacey Meyer
Title
Head of School
Phone
2547543966
Signed
2024-06-13
Discuss with paid preparer
Yes

Preparer

Firm
Pattillo Brown & Hill Llp
Address
P O BOX 20725, WACO, TX 76702-0725
Preparer
Sharon M Herwald CPA
Phone
2547724901
Raw XML Appendix156 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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IRS4562/OtherDepreciationAmt02401
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IRS4562/ThresholdCostOfSect179PropAmt12700000
IRS4562/TotalDepreciationAmt02401
IRS4562/TotalDepreciationAmt16762
IRS990T/BalanceDueAmt01841
IRS990T/BooksInCareOfDetail/PersonNm0PATTILLO BROWN HILL LLP
IRS990T/BooksInCareOfDetail/PhoneNum02547724901
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0401 W HWY 6
IRS990T/BooksInCareOfDetail/USAddress/CityNm0WACO
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IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt00
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IRS990T/EstimatedTaxPaymentsAmt01280
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt02
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IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/PaidTaxLiabilityAmt00
IRS990T/Post2017NOLCarryoverGrp/AvlblPost2017NOLCarryoverAmt08733
IRS990T/Post2017NOLCarryoverGrp/PrincipalBusinessActivityCd0531110
IRS990TScheduleA/DepreciationClmElsewhereAmt02401
IRS990TScheduleA/DepreciationClmElsewhereAmt16762
IRS990TScheduleA/DepreciationNetAmt00
IRS990TScheduleA/DepreciationNetAmt10
IRS990TScheduleA/NetOperatingLossDeductionAmt0465
IRS990TScheduleA/NetOperatingLossDeductionAmt10
IRS990TScheduleA/NetUnrelatedDebtFincdIncmAmt0581
IRS990TScheduleA/NetUnrelatedDebtFincdIncmAmt115605
IRS990TScheduleA/PrincipalBusinessActivityCd0531110
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IRS990TScheduleA/TotalAllocableDeductionsAmt03813
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IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
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IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
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IRS990TScheduleA/TotalDeductionsAmt00
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IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt10
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt10
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt10
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt04394
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt129534
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt10
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentDeductionsAmt10
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalRentIncomeAmt10
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt10
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt10
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0581
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IRS990TScheduleA/TotUnrltTrdBusIncmAmt04394
IRS990TScheduleA/TotUnrltTrdBusIncmAmt129534
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt03813
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt113929
IRS990TScheduleA/TradeOrBusinessDesc0RESIDENTIAL RENTAL OF DEBT FINANCED PROPERTY
IRS990TScheduleA/TradeOrBusinessDesc1COMMERCIAL RENTAL OF DEBT FINANCED PROPERTY
IRS990TScheduleA/UBIBeforeNOLDedAmt0581
IRS990TScheduleA/UBIBeforeNOLDedAmt115605
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0116
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt115605
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AllocableDeductionAmt03813
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AllocableDeductionAmt113929
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AverageAcquisitionAdjBasisPct00.33541
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AverageAcquisitionAdjBasisPct10.75729
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AverageAcquisitionDebtAmt032812
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AverageAcquisitionDebtAmt1222391
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AverageAdjustedBasisAmt097827
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AverageAdjustedBasisAmt1293668
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/GrossIncomeAmt013100
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/GrossIncomeAmt139000
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/GrossIncomeReportableAmt04394
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/GrossIncomeReportableAmt129534
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/OtherDebtFinancedDeductionAmt08967
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/OtherDebtFinancedDeductionAmt111631
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/StraightLineDepreciationDedAmt02401
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/StraightLineDepreciationDedAmt16762
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/TotalDebtFinancedDeductionAmt011368
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/TotalDebtFinancedDeductionAmt118393
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/USAddress/AddressLine1Txt01812 COLUMBUS AVE
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/USAddress/AddressLine1Txt11818 COLUMBUS AVE
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/USAddress/CityNm0WACO
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/USAddress/CityNm1WACO
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/USAddress/StateAbbreviationCd0TX
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/USAddress/StateAbbreviationCd1TX
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/USAddress/ZIPCd076701
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/USAddress/ZIPCd176701
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt03091
IRS990T/TaxLessCreditsAmt03091
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt01280
IRS990T/TotalTaxAmt03091
IRS990T/TotalTaxComputationAmt03091
IRS990T/TotalUBTIAmt014721
IRS990T/TotalUBTIBeforeNOLSpecificAmt015721
IRS990T/TotalUBTIBeforeSection199AAmt015721
IRS990T/TotalUBTIComputedAmt015721
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STACEY MEYER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0HEAD OF SCHOOL
ReturnHeader/BusinessOfficerGrp/PhoneNum02547543966
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-06-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WACO MONTESSORI SCHOOL
ReturnHeader/Filer/BusinessNameControlTxt0WACO
ReturnHeader/Filer/EIN0742615440
ReturnHeader/Filer/PhoneNum02547543966
ReturnHeader/Filer/USAddress/AddressLine1Txt01920 COLUMBUS AVENUE
ReturnHeader/Filer/USAddress/CityNm0WACO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd076701
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0741130599
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PATTILLO BROWN & HILL LLP
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WACO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0767020725
ReturnHeader/PreparerPersonGrp/PhoneNum02547724901
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHARON M HERWALD CPA
ReturnHeader/ReturnTs02024-06-13T14:31:31-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0STACEY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MEYER
ReturnHeader/TaxPeriodBeginDt02022-08-01
ReturnHeader/TaxPeriodEndDt02023-07-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
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Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.15$1.03$2.12$2.51$2.81$0.30
2023Summary only. Only limited summary data is available for this year.$3.38$0.96$2.42$2.64$2.38$0.26
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.32$1.16$2.15$2.65$2.47$0.18
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.09$1.11$1.98$2.40$2.22$0.18
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.66$0.88$1.79$2.24$2.17$0.08
2019Summary only. Only limited summary data is available for this year.$2.31$0.61$1.70$2.06$2.11$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.27$0.51$1.76$2.10$2.04$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.50$0.80$1.70$2.10$1.95$0.15
2016Detailed filing. Detailed filing data is available for this year.$2.37$0.83$1.55$2.00$1.87$0.13
2015Detailed filing. Detailed filing data is available for this year.$2.29$0.87$1.42$1.74$1.72$0.03
2014Detailed filing. Detailed filing data is available for this year.$2.19$0.80$1.39$1.70$1.74$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.26$0.83$1.43$1.69
2012Summary only. Only limited summary data is available for this year.$2.39$0.92$1.47$1.76$1.79$0.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.55$1.03$1.52$1.64