Civic Intelligence

Mes Fund Inc.

990 • Fiscal year 2016 • EIN 74-3150137

Aug 01, 2015 to Jul 31, 2016 • Filed on Jun 06, 2017

206 N Washington St 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

0.04x

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

80th percentile

0.34x

Higher debt load relative to revenue than 80% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

95th percentile

66%

Higher net margin than 95% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

73rd percentile

13%

Faster asset growth than 73% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

94th percentile

119%

Faster revenue growth than 94% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Assets

Up

$622,445

Up $73,132 (+13%) from 2015

Net Assets

Up

$596,272

Up $73,132 (+14%) from 2015

Liabilities

Flat

$26,173

Flat from 2015

Revenue

Up

$76,003

Up $41,353 (+119%) from 2015

Expenses

Down

$26,129

Down $20,522 (-44%) from 2015

Net Income

Up

$49,874

Up $61,875 (+516%) from 2015

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

2016

Assets$622,445
Liabilities$26,173
Net Assets$596,272

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

2016

Revenue$76,003
Expenses$26,129
Net Income$49,874
Jump To
Filing Snapshot
Filing Period
Aug 1, 2015 to Jul 31, 2016
Signed
Jun 6, 2017
Return Version
2015v3.0
Gross Receipts
$92,491
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$490,902$570,468▲ $79,566
Cash and Non-Interest-Bearing Accounts$8,311$50,402▲ $42,091
Pledges and Grants Receivable$50,100$1,575▼ $48,525
Total Assets$549,313$622,445▲ $73,132
Liabilities
Accounts Payable and Accrued Expenses$26,173$26,173→ $0
Total Liabilities$26,173$26,173→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$523,140$596,272▲ $73,132
Total Net Assets Fund Balance$523,140$596,272▲ $73,132
Total Liabilities and Net Assets / Fund Balance$549,313$622,445▲ $73,132
Compensation and Service Providers

Board Members and Trustees

NameTitle
Amy WilesPresident
Thomas SevignyVice President
Denise AlfeldSecretary
Adam LewisTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$59,465
Program Service Revenue
$0
Investment Income
$15,638
Other Revenue
$900
All Other Contributions
$59,465
Change in Net Assets
$49,874
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$21,200
Other Expenses$4,929
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$21,200--$21,200
Office Expenses-$3,457-$3,457
Fees for Services Accounting-$1,327-$1,327
Other Expenses-$45-$45
Total Functional Expenses$21,200$4,929$0$26,129
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Loyola UniversityBaltimore, MD501(c)(3)Financial Assistance$6,920
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
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
No
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 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 governing body reviews the tax return before filing it.

Form 990, Part VI, Section B, Line 12

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. The board is currently in the process of adopting a conflict of interest policy.

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.

Part VI, Section B, Line 13

The board is currently in the process of adopting a whistleblower policy.

Part VI, Section B, Line 14

The board is currently in the process of adopting a document retention and destruction policy.

Filing and Contact Details

Filer

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

Signing Officer

Name
Thomas Sevigny
Title
President
Phone
7037469919
Signed
2017-06-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Thomas Sevigny
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 mes fund does not believe that it is has any uncertain tax positions. The mes fund's federal income tax return (form 990) for fiscal years 2014, 2015, 2016 are subject to examination by the internal revenue service, generally to the three years after they are filed.

Raw XML Appendix383 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/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt026173
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt026173
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO 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.
IRS990/AllOtherContributionsAmt059465
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990/BooksInCareOfDetail/PhoneNum07037469919
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0206 N WASHINGTON ST NO 330
IRS990/BooksInCareOfDetail/USAddress/CityNm0ALEXANDRIA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd022314
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt08311
IRS990/CashNonInterestBearingGrp/EOYAmt050402
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt059465
IRS990/CYGrantsAndSimilarPaidAmt021200
IRS990/CYInvestmentIncomeAmt015638
IRS990/CYOtherExpensesAmt04929
IRS990/CYOtherRevenueAmt0900
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt049874
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt026129
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt076003
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0SCHOLARSHIP PROGRAM THE SCHOLARSHIP COMMITTEE REVIEWED APPLICATIONS AND COLLEGE BOARD EVALUATIONS TO 11 DIFFERENT AMI TRAINING CENTERS IN THE UNITED STATES. OF THESE APPLICANTS, 10 WERE AWARDED SCHOLARSHIPS TOTALING $21,200. AWARDS RANGED FROM $800 TO $4,050, WITH THE MEDIAN AWARD BEING $2,265. THIS PROGRAM IS SUPPORTED BY CONTRIBUTIONS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt021200
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01327
IRS990/FeesForServicesAccountingGrp/TotalAmt01327
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt015.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt25.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt35.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
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/PersonNm0AMY WILES
IRS990/Form990PartVIISectionAGrp/PersonNm1THOMAS SEVIGNY
IRS990/Form990PartVIISectionAGrp/PersonNm2ADAM LEWIS
IRS990/Form990PartVIISectionAGrp/PersonNm3DENISE ALFELD
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02005
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt01632
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantAmt021200
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt021200
IRS990/GrantsToDomesticOrgsGrp/TotalAmt021200
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt018120
IRS990/GrossReceiptsAmt092491
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt014006
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt014006
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0490902
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0570468
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt016488
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0523140
IRS990/NetAssetsOrFundBalancesEOYAmt0596272
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01632
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01632
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt023258
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03457
IRS990/OfficeExpensesGrp/TotalAmt03457
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc1BANK SERVICE CHARGES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0100
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt145
IRS990/OtherExpensesGrp/TotalAmt0100
IRS990/OtherExpensesGrp/TotalAmt145
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0900
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0900
IRS990/OtherRevenueTotalAmt0900
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt050100
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt01575
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0THOMAS SEVIGNY
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt013580
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt044640
IRS990/PYInvestmentIncomeAmt016068
IRS990/PYOtherExpensesAmt02011
IRS990/PYOtherRevenueAmt05002
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-12001
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt046651
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt034650
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt049874
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0900
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt059465
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt013580
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt059638
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt060857
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt058148
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0251688
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt014006
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt016068
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt017104
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt023240
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt020223
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt090641
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt015953
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.73520
IRS990ScheduleA/PublicSupportPY170Pct00.72870
IRS990ScheduleA/PublicSupportTotal170Amt0251688
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt059465
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt013580
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt059638
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt060857
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt058148
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0251688
IRS990ScheduleA/TotalSupportAmt0342329
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/ExplanationTxt0ACCOUNTING STANDARDS REQUIRE ORGANIZATIONS TO DISCLOSE IN THEIR FINANCIAL STATEMENTS THE NATURE OF ANY UNCERTAIN TAX POSITIONS. THE MES FUND DOES NOT BELIEVE THAT IT IS HAS ANY UNCERTAIN TAX POSITIONS. THE MES FUND'S FEDERAL INCOME TAX RETURN (FORM 990) FOR FISCAL YEARS 2014, 2015, 2016 ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE, GENERALLY TO THE THREE YEARS AFTER THEY ARE FILED.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt06920
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc0N/A
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0FINANCIAL ASSISTANCE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0LOYOLA UNIVERSITY
IRS990ScheduleI/RecipientTable/RecipientEIN0720408946
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt04501 N CHARLES ST
IRS990ScheduleI/RecipientTable/USAddress/CityNm0BALTIMORE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MD
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd021210
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0SCHOLARSHIP PROGRAM: THE FUND AWARDS PARTIAL 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.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt01
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. THE BOARD IS CURRENTLY IN THE PROCESS OF ADOPTING A CONFLICT OF INTEREST POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION DOES NOT HAVE ANY PAID EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION'S GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEARS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE BOARD IS CURRENTLY IN THE PROCESS OF ADOPTING A WHISTLEBLOWER POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE BOARD IS CURRENTLY IN THE PROCESS OF ADOPTING A DOCUMENT RETENTION AND DESTRUCTION POLICY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6PART VI, SECTION B, LINE 13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7PART VI, SECTION B, LINE 14
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd01
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/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt050000
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0COST
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0ASSOCIATION MONTESSORI INTERNATIONAL OF THE UNITED STATES
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0C
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0549313
IRS990/TotalAssetsEOYAmt0622445
IRS990/TotalAssetsGrp/BOYAmt0549313
IRS990/TotalAssetsGrp/EOYAmt0622445
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt059465
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt04929
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt021200
IRS990/TotalFunctionalExpensesGrp/TotalAmt026129
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt026173
IRS990/TotalLiabilitiesEOYAmt026173
IRS990/TotalLiabilitiesGrp/BOYAmt026173
IRS990/TotalLiabilitiesGrp/EOYAmt026173
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0523140
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0596272
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt021200
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt015638
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0900
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt076003
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt04
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0549313
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0622445
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0523140
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0596272
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0206 N WASHINGTON ST NO 330
IRS990/USAddress/CityNm0ALEXANDRIA
IRS990/USAddress/StateAbbreviationCd0VA
IRS990/USAddress/ZIPCd022314
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0WWW.AMIUSA.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS SEVIGNY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07037469919
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-06-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MES FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0MESF
ReturnHeader/Filer/EIN0743150137
ReturnHeader/Filer/PhoneNum07037469919
ReturnHeader/Filer/USAddress/AddressLine1Txt0206 N WASHINGTON ST 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/ReturnTs02017-06-12T14:36:37-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-08-01
ReturnHeader/TaxPeriodEndDt02016-07-31
ReturnHeader/TaxYr02015

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
2016Detailed filing. Detailed filing data is available for this year.$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