Civic Intelligence

Mes Fund Inc

EIN 74-3150137 • 501(c)3 • Simsbury, CT

Profile

To provide financial aid for qualified teacher trainees in the classical field of learning according to the pedagogical methods, principles, and techniques developed by Dr. Maria Montessori.

760 Hopmeadow StreetSimsbury, CT 06070

n/A

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

35th percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Net Margin

84th percentile

37%

Higher net margin than 84% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Asset Growth

73rd percentile

16%

Faster asset growth than 73% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

95th percentile

202%

Faster revenue growth than 95% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$882,850

Up $124,462 (+16%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$882,850

Up $124,462 (+16%) from 2024

Operations
Liabilities / Revenue35th percentileNet Margin84th percentile

Revenue

Up

$239,822

Up $160,438 (+202%) from 2024

Expenses

Up

$151,751

Up $52,085 (+52%) from 2024

Net Income

Up

$88,071

Up $108,353 (+534%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth73rd percentile

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

$1.0M$500K$0Assets 2011: $427,183Liabilities 2011: $0Net Assets 2011: $427,1832011Assets 2012: $486,243Liabilities 2012: $0Net Assets 2012: $486,2432012Assets 2013: $506,092Liabilities 2013: $0Net Assets 2013: $506,0922013Assets 2014: $534,011Liabilities 2014: $0Net Assets 2014: $534,0112014Assets 2015: $549,313Liabilities 2015: $26,173Net Assets 2015: $523,1402015Assets 2016: $622,445Liabilities 2016: $26,173Net Assets 2016: $596,2722016Assets 2017: $600,768Liabilities 2017: $28,598Net Assets 2017: $572,1702017Assets 2018: $531,713Liabilities 2018: $23,662Net Assets 2018: $508,0512018Assets 2019: $597,642Liabilities 2019: $51,048Net Assets 2019: $546,5942019Assets 2020: $815,403Liabilities 2020: $120Net Assets 2020: $815,2832020Assets 2021: $759,477Liabilities 2021: $11,286Net Assets 2021: $748,1912021Assets 2022: $740,017Liabilities 2022: $0Net Assets 2022: $740,0172022Assets 2023: $715,373Liabilities 2023: $0Net Assets 2023: $715,3732023Assets 2024: $758,388Liabilities 2024: $0Net Assets 2024: $758,3882024Assets 2025: $882,850Liabilities 2025: $0Net Assets 2025: $882,8502025

Highlighted filing

2025

Assets$882,850
Liabilities$0
Net Assets$882,850
Open 2025 Filing

Operations Trend

Revenue Growth95th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $75,852Expenses 2011: $36,642Net Income 2011: $39,2102011Revenue 2012: $82,523Expenses 2012: $41,612Net Income 2012: $40,9112012Expenses 2013: $32,6632013Revenue 2014: $81,277Expenses 2014: $56,334Net Income 2014: $24,9432014Revenue 2015: $34,650Expenses 2015: $46,651Net Income 2015: -$12,0012015Revenue 2016: $76,003Expenses 2016: $26,129Net Income 2016: $49,8742016Revenue 2017: $59,312Expenses 2017: $58,795Net Income 2017: $5172017Revenue 2018: $26,357Expenses 2018: $66,435Net Income 2018: -$40,0782018Revenue 2019: $53,458Expenses 2019: $53,024Net Income 2019: $4342019Revenue 2020: $285,524Expenses 2020: $74,733Net Income 2020: $210,7912020Revenue 2021: $56,704Expenses 2021: $95,157Net Income 2021: -$38,4532021Revenue 2022: $167,684Expenses 2022: $86,679Net Income 2022: $81,0052022Revenue 2023: $81,279Expenses 2023: $109,765Net Income 2023: -$28,4862023Revenue 2024: $79,384Expenses 2024: $99,666Net Income 2024: -$20,2822024Revenue 2025: $239,822Expenses 2025: $151,751Net Income 2025: $88,0712025

Highlighted filing

2025

Revenue$239,822
Expenses$151,751
Net Income$88,071
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$882,850
Liabilities
$0
Net assets
$882,850
Revenue
$239,822
Expenses
$151,751
Net income
$88,071
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.83$0.00$8.83$2.40$1.52$0.88
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.58$0.00$7.58$0.79$1.00$0.20
2023Detailed filing. Detailed filing data is available for this year.$7.15$0.00$7.15$0.81$1.10$0.28
2022Detailed filing. Detailed filing data is available for this year.$7.40$0.00$7.40$1.68$0.87$0.81
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.59$0.11$7.48$0.57$0.95$0.38
2020Detailed filing. Detailed filing data is available for this year.$8.15$0.00$8.15$2.86$0.75$2.11
2019Detailed filing. Detailed filing data is available for this year.$5.98$0.51$5.47$0.53$0.53$0.00
2018Detailed filing. Detailed filing data is available for this year.$5.32$0.24$5.08$0.26$0.66$0.40
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.01$0.29$5.72$0.59$0.59$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.22$0.26$5.96$0.76$0.26$0.50
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.49$0.26$5.23$0.35$0.47$0.12
2014Detailed filing. Detailed filing data is available for this year.$5.34$0.00$5.34$0.81$0.56$0.25
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.06$0.00$5.06$0.33
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.86$0.00$4.86$0.83$0.42$0.41
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.27$0.00$4.27$0.76$0.37$0.39
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Aug 1, 2024 to Jul 31, 2025
Signed
Oct 21, 2025
Return Version
2024v5.2
Gross Receipts
$272,213
Mission and Program Overview

Mission

To provide financial aid for qualified teacher trainees in the classical field of learning according to the pedagogical methods, principles, and techniques developed by dr. Maria montessori.

To provide financial aid for qualified teacher trainees in the montessori method.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$730,685$758,223▲ $27,538
Cash and Non-Interest-Bearing Accounts$27,703$124,627▲ $96,924
Total Assets$758,388$882,850▲ $124,462
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$758,388$782,850▲ $24,462
Net Assets With Donor Restrictions-$100,000-
Total Net Assets Fund Balance$758,388$882,850▲ $124,462
Total Liabilities and Net Assets / Fund Balance$758,388$882,850▲ $124,462
Compensation and Service Providers
Top Officer Pay55th percentile

Board Members and Trustees

NameTitle
Denise AlfeldPresident
Melinda NielsenVice President
Harris GordonDirector
Nancy KeaneSecretary
Christian ThwaitesTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$211,033
Program Service Revenue
$0
Investment Income
$28,789
Other Revenue
$0
All Other Contributions
$211,033
Change in Net Assets
$88,071
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$98,500
Other Expenses$53,251
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$98,500--$98,500
Advertising-$23,176-$23,176
Fees for Services Management-$11,239-$11,239
Fees for Services Accounting-$5,745-$5,745
Occupancy-$4,205-$4,205
Insurance-$770-$770
Other Expenses-$343-$343
Total Functional Expenses$98,500$53,251$0$151,751
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Southwest Institute of Montessori StudiesMesa, AZ501(c)(3)Financial Assistance$29,000
Montessori NorthwestPortland, OR501(c)(3)Financial Assistance$21,800
Washington Montessori InstituteRiverdale Park, MD501(c)(3)Financial Assistance$14,000
Montessori Institute of North TexasAddison, TX501(c)(3)Financial Assistance$13,500
The Montessori InstituteDenver, CO501(c)(3)Financial Assistance$13,000
Montessori Training Center Northeast (crec)Hartford, CT501(c)(3)Financial Assistance$6,200
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
Yes
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

“There are no other committees with authority to act on behalf of the governing body.”

Form 990, Part VI, Section B, Line 11B

“The governing body reviews the tax return before filing it.”

Form 990, Part VI, Section B, Line 12C

“At each board meeting, apparent conflicts are discussed and addressed, and if a conflict is determined to exist, that board member recuses him/herself from that portion of the meeting/vote.”

Form 990, Part VI, Section B, Line 15

“The organization does not have any paid employees.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Mes Fund Inc
EIN
74-3150137
Phone
8609162041
Address
760 HOPMEADOW STREET, SIMSBURY, CT 06070

Signing Officer

Name
Denise Alfeld
Title
President
Phone
8609162041
Signed
2025-10-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Denise Alfeld
Formed
2005
Legal Domicile
Ny
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
9

Preparer

Firm
Barrett & Scibelli LLC
Address
8 WINCHESTER PLACE 301, WINCHESTER, MA 01890
Preparer
Christopher J Barrett CPA
Phone
7815702273
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The fund is exempt from federal income taxes under section 501(c)(3) of the internal revenue code (the "code"). The fund is not classified as a private foundation and contributions made to the fund are deductible by donors as provided in section 170 of the code. Generally accepted accounting principles in the united states of america prescribe the threshold a tax position is required to meet before being recognized in the financial statements. A liability for uncertain tax positions is recognized and recorded as a component of current income tax expense for differences between financial and income tax reporting positions which do not meet this threshold. Any interest and penalties related to uncertain tax positions are recorded as a component of income tax expense. The fund has reviewed its tax positions that remain subject to examination by tax authorities and has not identified any material uncertain tax positions and thus has not recorded any liability at july 31, 2025 and 2024. The fund's tax returns are subject to possible examination by taxing authorities until the expiration of the related returns statutes. In general, the tax returns have a three-year statute of limitation from the date the tax returns were due or filed, whichever is later. The fund is no longer subject to examinations by tax authorities for years prior to 2022 and has no open examinations as of the date of these financial statements”

Raw XML AppendixShowing 400 of 402 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
IRS990/AccountantCompileOrReviewInd01
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE FINANCIAL AID FOR QUALIFIED TEACHER TRAINEES IN THE MONTESSORI METHOD.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt023176
IRS990/AdvertisingGrp/TotalAmt023176
IRS990/AllOtherContributionsAmt0211033
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd00
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990/BooksInCareOfDetail/PhoneNum08609162041
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0760 HOPMEADOW STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0SIMSBURY
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990/BooksInCareOfDetail/USAddress/ZIPCd006070
IRS990/BusinessRlnWith35CtrlEntInd00
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IRS990/CashNonInterestBearingGrp/EOYAmt0124627
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0211033
IRS990/CYGrantsAndSimilarPaidAmt098500
IRS990/CYInvestmentIncomeAmt028789
IRS990/CYOtherExpensesAmt053251
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt088071
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0151751
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0239822
IRS990/DecisionsSubjectToApprovaInd00
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IRS990/DeductibleNonCashContriInd00
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IRS990/Desc0SCHOLARSHIP PROGRAM: THE SCHOLARSHIP COMMITTEE REVIEWED APPLICATIONS AND COLLEGE BOARD EVALUATIONS TO DIFFERENT AMI TRAINING CENTERS IN THE UNITED STATES. FROM THESE APPLICATIONS, SCHOLARSHIPS WERE AWARDED TOTALING $98,500. THIS PROGRAM IS SUPPORTED BY CONTRIBUTIONS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
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IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0100000
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt098500
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt05745
IRS990/FeesForServicesAccountingGrp/TotalAmt05745
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt011239
IRS990/FeesForServicesManagementGrp/TotalAmt011239
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt315.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0NANCY KEANE
IRS990/Form990PartVIISectionAGrp/PersonNm1CHRISTIAN THWAITES
IRS990/Form990PartVIISectionAGrp/PersonNm2MELINDA NIELSEN
IRS990/Form990PartVIISectionAGrp/PersonNm3DENISE ALFELD
IRS990/Form990PartVIISectionAGrp/PersonNm4HARRIS GORDON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02005
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt04289
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantAmt098500
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt098500
IRS990/GrantsToDomesticOrgsGrp/TotalAmt098500
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt036680
IRS990/GrossReceiptsAmt0272213
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt0770
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IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0730685
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IRS990/MoreThan5000KToIndividualsInd00
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IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt04289
IRS990/NetUnrelatedBusTxblIncmAmt00
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IRS990/QuidProQuoContributionsInd00
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IRS990/RelatedOrganizationCtrlEntInd00
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IRS990/ReportProgramRelatedInvstInd00
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt066528
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0152959
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt029920
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0424818
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt024500
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt014816
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt020571
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt023188
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt098081
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.81240
IRS990ScheduleA/PublicSupportPY170Pct00.51990
IRS990ScheduleA/PublicSupportTotal170Amt0424818
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0111033
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt064378
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt066528
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0152959
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt029920
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0424818
IRS990ScheduleA/TotalSupportAmt0522899
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FUND IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "CODE"). THE FUND IS NOT CLASSIFIED AS A PRIVATE FOUNDATION AND CONTRIBUTIONS MADE TO THE FUND ARE DEDUCTIBLE BY DONORS AS PROVIDED IN SECTION 170 OF THE CODE. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES IN THE UNITED STATES OF AMERICA PRESCRIBE THE THRESHOLD A TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE FINANCIAL STATEMENTS. A LIABILITY FOR UNCERTAIN TAX POSITIONS IS RECOGNIZED AND RECORDED AS A COMPONENT OF CURRENT INCOME TAX EXPENSE FOR DIFFERENCES BETWEEN FINANCIAL AND INCOME TAX REPORTING POSITIONS WHICH DO NOT MEET THIS THRESHOLD. ANY INTEREST AND PENALTIES RELATED TO UNCERTAIN TAX POSITIONS ARE RECORDED AS A COMPONENT OF INCOME TAX EXPENSE. THE FUND HAS REVIEWED ITS TAX POSITIONS THAT REMAIN SUBJECT TO EXAMINATION BY TAX AUTHORITIES AND HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS AND THUS HAS NOT RECORDED ANY LIABILITY AT JULY 31, 2025 AND 2024. THE FUND'S TAX RETURNS ARE SUBJECT TO POSSIBLE EXAMINATION BY TAXING AUTHORITIES UNTIL THE EXPIRATION OF THE RELATED RETURNS STATUTES. IN GENERAL, THE TAX RETURNS HAVE A THREE-YEAR STATUTE OF LIMITATION FROM THE DATE THE TAX RETURNS WERE DUE OR FILED, WHICHEVER IS LATER. THE FUND IS NO LONGER SUBJECT TO EXAMINATIONS BY TAX AUTHORITIES FOR YEARS PRIOR TO 2022 AND HAS NO OPEN EXAMINATIONS AS OF THE DATE OF THESE FINANCIAL STATEMENTS
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt029000
IRS990ScheduleI/RecipientTable/CashGrantAmt113000
IRS990ScheduleI/RecipientTable/CashGrantAmt221800
IRS990ScheduleI/RecipientTable/CashGrantAmt36200
IRS990ScheduleI/RecipientTable/CashGrantAmt413500
IRS990ScheduleI/RecipientTable/CashGrantAmt514000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc5501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt30
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt40
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt50
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0FINANCIAL ASSISTANCE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1FINANCIAL ASSISTANCE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2FINANCIAL ASSISTANCE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3FINANCIAL ASSISTANCE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4FINANCIAL ASSISTANCE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5FINANCIAL ASSISTANCE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SOUTHWEST INSTITUTE OF MONTESSORI STUDIES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1THE MONTESSORI INSTITUTE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2MONTESSORI NORTHWEST
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3MONTESSORI TRAINING CENTER NORTHEAST (CREC)
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4MONTESSORI INSTITUTE OF NORTH TEXAS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5WASHINGTON MONTESSORI INSTITUTE
IRS990ScheduleI/RecipientTable/RecipientEIN0275014341
IRS990ScheduleI/RecipientTable/RecipientEIN1841122049
IRS990ScheduleI/RecipientTable/RecipientEIN2930741999
IRS990ScheduleI/RecipientTable/RecipientEIN3204091009
IRS990ScheduleI/RecipientTable/RecipientEIN4050553379
IRS990ScheduleI/RecipientTable/RecipientEIN5834115261
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0207 N MESA DR
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1700 KNOX COURT
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2610 SW ALDER ST SUITE 721
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3111 CHARTER OAK AVENUE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt44006 BELT LINE ROAD SUITE 100
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt55600 RIVERTECH COURT SUITE K
IRS990ScheduleI/RecipientTable/USAddress/CityNm0MESA
IRS990ScheduleI/RecipientTable/USAddress/CityNm1DENVER
IRS990ScheduleI/RecipientTable/USAddress/CityNm2PORTLAND
IRS990ScheduleI/RecipientTable/USAddress/CityNm3HARTFORD
IRS990ScheduleI/RecipientTable/USAddress/CityNm4ADDISON
IRS990ScheduleI/RecipientTable/USAddress/CityNm5RIVERDALE PARK
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0AZ
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2OR
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3CT
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4TX
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd5MD
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd085201
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd180204
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd297205
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd306106
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd475001
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd520737
IRS990ScheduleI/Total501c3OrgCnt06
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE ARE NO OTHER COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE GOVERNING BODY REVIEWS THE TAX RETURN BEFORE FILING IT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AT EACH BOARD MEETING, APPARENT CONFLICTS ARE DISCUSSED AND ADDRESSED, AND IF A CONFLICT IS DETERMINED TO EXIST, THAT BOARD MEMBER RECUSES HIM/HERSELF FROM THAT PORTION OF THE MEETING/VOTE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION DOES NOT HAVE ANY PAID EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION'S GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CT
IRS990/StatesWhereCopyOfReturnIsFldCd1NY
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0758388
IRS990/TotalAssetsEOYAmt0882850
IRS990/TotalAssetsGrp/BOYAmt0758388
IRS990/TotalAssetsGrp/EOYAmt0882850
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0211033
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt053251
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt098500
IRS990/TotalFunctionalExpensesGrp/TotalAmt0151751
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0758388
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0882850
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt098500
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt028789
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0239822
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt09
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0758388
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0882850
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0760 HOPMEADOW STREET
IRS990/USAddress/CityNm0SIMSBURY
IRS990/USAddress/StateAbbreviationCd0CT
IRS990/USAddress/ZIPCd006070
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.MESFUND.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DENISE ALFELD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08609162041
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MES FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0MESF
ReturnHeader/Filer/EIN0743150137
ReturnHeader/Filer/PhoneNum08609162041
ReturnHeader/Filer/USAddress/AddressLine1Txt0760 HOPMEADOW STREET
ReturnHeader/Filer/USAddress/CityNm0SIMSBURY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006070
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0460799858
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BARRETT & SCIBELLI LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08 WINCHESTER PLACE 301
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WINCHESTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001890
ReturnHeader/PreparerPersonGrp/PhoneNum07815702273
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTOPHER J BARRETT CPA
ReturnHeader/ReturnTs02025-10-21T12:23:52-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-08-01

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