Civic Intelligence

Mes Fund Inc.

990 • Fiscal year 2015 • EIN 74-3150137

Aug 01, 2014 to Jul 31, 2015 • Filed on Mar 04, 2016

206 N Washington Street No 330Alexandria, VA 22314

(703) 746-9919

Siviq Scores

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

Liabilities / Assets

51st percentile

0.05x

Higher debt load relative to assets than 51% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

87th percentile

0.76x

Higher debt load relative to revenue than 87% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Net Margin

9th percentile

-35%

Higher net margin than 9% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Asset Growth

55th percentile

2.9%

Faster asset growth than 55% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

4th percentile

-57%

Faster revenue growth than 4% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Assets

Up

$549,313

Up $15,302 (+2.9%) from 2014

Net Assets

Down

$523,140

Down $10,871 (-2.0%) from 2014

Liabilities

Up

$26,173

Up $26,173 from 2014

Revenue

Down

$34,650

Down $46,627 (-57%) from 2014

Expenses

Down

$46,651

Down $9,683 (-17%) from 2014

Net Income

Down

-$12,001

Down $36,944 (-148%) from 2014

Historical Trend

Balance Sheet Trend

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

$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

2015

Assets$549,313
Liabilities$26,173
Net Assets$523,140

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2015

Revenue$34,650
Expenses$46,651
Net Income-$12,001
Jump To
Filing Snapshot
Filing Period
Aug 1, 2014 to Jul 31, 2015
Signed
Mar 4, 2016
Return Version
2014v6.0
Gross Receipts
$34,650
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 classical field of learning according to the pedagogical methods, principles, and techniques developed by dr.maria montessori.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$473,712$490,902▲ $17,190
Pledges and Grants Receivable$50,100$50,100→ $0
Cash and Non-Interest-Bearing Accounts$10,207$8,311▼ $1,896
Accounts Receivable-$0-
Total Assets$534,019$549,313▲ $15,294
Liabilities
Accounts Payable and Accrued Expenses-$26,173-
Total Liabilities$0$26,173▲ $26,173
Net Assets / Fund Balance
Unrestricted Net Assets$534,019$523,140▼ $10,879
Total Net Assets Fund Balance$534,019$523,140▼ $10,879
Total Liabilities and Net Assets / Fund Balance$534,019$549,313▲ $15,294
Compensation and Service Providers

Board Members and Trustees

NameTitle
Amy WilesPresident
Tom SevignyVice-president
Denise AlfeldSecretary
Adam LewisTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$13,580
Program Service Revenue
$0
Investment Income
$16,068
Other Revenue
$5,002
All Other Contributions
$13,580
Change in Net Assets
$-12,001
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$44,640
Other Expenses$2,011
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$44,640--$44,640
Fees for Services Accounting-$1,900-$1,900
Office Expenses-$91-$91
Fees for Services Other-$20-$20
Total Functional Expenses$44,640$2,011$0$46,651
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
Annual disclosure for covered persons
Yes
Audit committee
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

There were no meetings held during the fiscal year.

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 11

The full board will receive a complete copy of the 990 to review. After receipt, a conference call wiil be scheduled to discuss before filing.

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 organizations governing documents are avaiable upon request.

Filing and Contact Details

Filer

Filer Name
Mes Fund Inc
EIN
74-3150137
Phone
7037469919
Address
206 N WASHINGTON STREET NO 330, ALEXANDRIA, VA 22314

Signing Officer

Name
Bonnie Beste
Title
Executive Director
Phone
7037469919
Signed
2016-03-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bonnie Beste
Formed
2005
Legal Domicile
Ny
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
4

Preparer

Firm
Renner and Company CPA Pc
Address
700 NORTH FAIRFAX ST SUITE 400, ALEXANDRIA, VA 22314
Preparer
Andrew E Young CPA
Phone
7035351200
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

The process has not changed from the prior years.

Financial Statement Notes

PART X, LINE 2:

Accounting standards require organizations to disclose in their financial statements the nature of any uncertain tax positions. The organization does not believe that it has any uncertain tax positions. The funds federal return of organizations exempt from income tax (form 990) for 2012, 2013, and 2014 are subject to examination by the internal revenue service, generally for the three years after they are filed.

Raw XML Appendix366 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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING STANDARDS REQUIRE ORGANIZATIONS TO DISCLOSE IN THEIR FINANCIAL STATEMENTS THE NATURE OF ANY UNCERTAIN TAX POSITIONS. THE ORGANIZATION DOES NOT BELIEVE THAT IT HAS ANY UNCERTAIN TAX POSITIONS. THE FUNDS FEDERAL RETURN OF ORGANIZATIONS EXEMPT FROM INCOME TAX (FORM 990) FOR 2012, 2013, AND 2014 ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE, GENERALLY FOR THE THREE YEARS AFTER THEY ARE FILED.
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0SCHOLARSHIP PROGRAM: THE FUND AWARDS PARITAL SCHOLARSHIPS IN THE FORM OF TUITION REDUCTION TO ELIGIBLE STUDENTS WHO PLAN TO ATTEND AN AMI TRAINING CENTER. THE FINANCIAL AID COMMITTEE REVIEWS THE APPLICATIONS BASED ON RECOMMENDATION OF CSS REPORTS AND NOTIFY INDIVIDUALS OF THEIR APPLICATION STATUS WITHIN EIGHT WEEKS OF THE APPLICATION DEADLINE. APPLICANTS MUST ENROLL IN AN AMI TRAINING PROGRAM WHICH ENABLES THE FUND TO MONITOR THEIR ATTENDANCE.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE WERE NO MEETINGS HELD DURING THE FISCAL YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THERE ARE NO OTHER COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FULL BOARD WILL RECEIVE A COMPLETE COPY OF THE 990 TO REVIEW. AFTER RECEIPT, A CONFERENCE CALL WIIL BE SCHEDULED TO DISCUSS BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AT 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/ExplanationTxt4THE ORGANIZATION DOES NOT HAVE ANY PAID EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATIONS GOVERNING DOCUMENTS ARE AVAIABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEARS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NONE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0ASSOCIATION MONTESSORI INTERNATIONALUSA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0060907709
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0DC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PROMOTION OF MONTESSORI EDUCATION AND TRAINING
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 9
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0206 NORTH WASHINGTON STREET SUITE 3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0ALEXANDRIA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0VA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd022314
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0VA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0534019
IRS990/TotalAssetsEOYAmt0549313
IRS990/TotalAssetsGrp/BOYAmt0534019
IRS990/TotalAssetsGrp/EOYAmt0549313
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt013580
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt02011
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt044640
IRS990/TotalFunctionalExpensesGrp/TotalAmt046651
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt026173
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt026173
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0534019
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0523140
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt044640
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt016068
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt05002
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt034650
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt04
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0534019
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0549313
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0534019
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0523140
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0206 N WASHINGTON STREET NO 330
IRS990/USAddress/CityNm0ALEXANDRIA
IRS990/USAddress/StateAbbreviationCd0VA
IRS990/USAddress/ZIPCd022314
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0WWW.AMIUSA.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BONNIE BESTE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07037469919
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-03-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MES FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0MESF
ReturnHeader/Filer/EIN0743150137
ReturnHeader/Filer/PhoneNum07037469919
ReturnHeader/Filer/USAddress/AddressLine1Txt0206 N WASHINGTON STREET NO 330
ReturnHeader/Filer/USAddress/CityNm0ALEXANDRIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd022314
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0541498950
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RENNER AND COMPANY CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0700 NORTH FAIRFAX ST SUITE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ALEXANDRIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd022314
ReturnHeader/PreparerPersonGrp/PhoneNum07035351200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANDREW E YOUNG CPA
ReturnHeader/ReturnTs02016-03-14T14:11:06-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-08-01
ReturnHeader/TaxPeriodEndDt02015-07-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
2015Detailed filing. Detailed filing data is available for this year.$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