Civic Intelligence

Mes Fund Inc.

990 • Fiscal year 2017 • EIN 74-3150137

Aug 01, 2016 to Jul 31, 2017 • Filed on Feb 16, 2018

Organization ProfileWWW.AMIUSA.ORG
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

53rd percentile

0.05x

Higher debt load relative to assets than 53% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

84th percentile

0.48x

Higher debt load relative to revenue than 84% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

42nd percentile

0.9%

Higher net margin than 42% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

27th percentile

-3.5%

Faster asset growth than 27% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

13th percentile

-22%

Faster revenue growth than 13% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Down

$600,768

Down $21,677 (-3.5%) from 2016

Net Assets

Down

$572,170

Down $24,102 (-4.0%) from 2016

Liabilities

Up

$28,598

Up $2,425 (+9.3%) from 2016

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin42nd percentile

Revenue

Down

$59,312

Down $16,691 (-22%) from 2016

Expenses

Up

$58,795

Up $32,666 (+125%) from 2016

Net Income

Down

$517

Down $49,357 (-99%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

2017

Assets$600,768
Liabilities$28,598
Net Assets$572,170
Open 2017 Filing

Operations Trend

Revenue Growth13th percentile

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

2017

Revenue$59,312
Expenses$58,795
Net Income$517
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2016 to Jul 31, 2017
Signed
Feb 16, 2018
Return Version
2016v3.0
Gross Receipts
$59,312
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$570,468$573,623▲ $3,155
Cash and Non-Interest-Bearing Accounts$50,402$25,485▼ $24,917
Pledges and Grants Receivable$1,575$1,660▲ $85
Total Assets$622,445$600,768▼ $21,677
Liabilities
Accounts Payable and Accrued Expenses$26,173$28,598▲ $2,425
Total Liabilities$26,173$28,598▲ $2,425
Net Assets / Fund Balance
Unrestricted Net Assets$596,272$572,170▼ $24,102
Total Net Assets Fund Balance$596,272$572,170▼ $24,102
Total Liabilities and Net Assets / Fund Balance$622,445$600,768▼ $21,677
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Tom SevignyPresident
Debby RiordanDirector
Denise AlfeldDirector
Melinda NielsenDirector
Nancy KeaneSecretary
Harris GordonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$41,354
Program Service Revenue
$0
Investment Income
$17,021
Other Revenue
$937
All Other Contributions
$41,354
Change in Net Assets
$517
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$53,463
Other Expenses$5,332
Total Fundraising Expense$273
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$53,463--$53,463
Office Expenses$1,895$1,759$207$3,861
Fees for Services Accounting-$479-$479
Other Expenses$601$53$66$53
Total Functional Expenses$55,959$2,563$273$58,795
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Montessori Institute of San DiegoLa Jolla, CA501(c)(3)Financial Assistance$12,870
Loyola UniversityBaltimore, MD501(c)(3)Financial Assistance$11,250
Montessori Northwest - orPortland, OR501(c)(3)Financial Assistance$6,600
Montessori Center of MinnesotaSt Paul, MN501(c)(3)Financial Assistance$5,270
Montessori Institute of MilwaukeeMilwaukee, WI501(c)(3)Financial Assistance$5,200
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
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 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
7037469919
Address
206 N WASHINGTON ST NO 330, ALEXANDRIA, VA 22314

Signing Officer

Name
Thomas Sevigny
Title
Board President
Phone
7037469919
Signed
2018-02-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Thomas Sevigny
Formed
2005
Legal Domicile
Ny
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
6

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:

“In accounting for uncertainty in income taxes, accounting standards require an entity to recognize the financial statement impact of a tax position when it is more-likely-than-not that the position will not be sustained upon examination. Management evaluated the association's tax positions and concluded there are no uncertain tax positions that require adjustment to the consolidated financial statements to comply with provisions of this guidance.”

Raw XML AppendixShowing 400 of 449 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/EOYAmt028598
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/AllOtherContributionsAmt041354
IRS990/AnnualDisclosureCoveredPrsnInd01
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/BOYAmt050402
IRS990/CashNonInterestBearingGrp/EOYAmt025485
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt041354
IRS990/CYGrantsAndSimilarPaidAmt053463
IRS990/CYInvestmentIncomeAmt017021
IRS990/CYOtherExpensesAmt05332
IRS990/CYOtherRevenueAmt0937
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0517
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt058795
IRS990/CYTotalFundraisingExpenseAmt0273
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt059312
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, 9 WERE AWARDED SCHOLARSHIPS TOTALING $53,463. THIS PROGRAM IS SUPPORTED BY CONTRIBUTIONS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt055959
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt0479
IRS990/FeesForServicesAccountingGrp/TotalAmt0479
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/AverageHoursPerWeekRt45.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt55.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0TOM SEVIGNY
IRS990/Form990PartVIISectionAGrp/PersonNm1NANCY KEANE
IRS990/Form990PartVIISectionAGrp/PersonNm2HARRIS GORDON
IRS990/Form990PartVIISectionAGrp/PersonNm3DENISE ALFELD
IRS990/Form990PartVIISectionAGrp/PersonNm4DEBBY RIORDAN
IRS990/Form990PartVIISectionAGrp/PersonNm5MELINDA NIELSEN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02005
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantAmt053463
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt053463
IRS990/GrantsToDomesticOrgsGrp/TotalAmt053463
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt059312
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt017021
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt017021
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0570468
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0573623
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NY
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/NetAssetsOrFundBalancesBOYAmt0596272
IRS990/NetAssetsOrFundBalancesEOYAmt0572170
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-24619
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt0207
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01759
IRS990/OfficeExpensesGrp/ProgramServicesAmt01895
IRS990/OfficeExpensesGrp/TotalAmt03861
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc1BANK SERVICE CHARGES
IRS990/OtherExpensesGrp/FundraisingAmt066
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0272
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt153
IRS990/OtherExpensesGrp/ProgramServicesAmt0601
IRS990/OtherExpensesGrp/TotalAmt0939
IRS990/OtherExpensesGrp/TotalAmt153
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0937
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0937
IRS990/OtherRevenueTotalAmt0937
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01575
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt01660
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0THOMAS SEVIGNY
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt059465
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt021200
IRS990/PYInvestmentIncomeAmt015638
IRS990/PYOtherExpensesAmt04929
IRS990/PYOtherRevenueAmt0900
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt049874
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt026129
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt076003
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0517
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0937
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MISCELLANEOUS INCOME
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A,PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt041354
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt059465
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt013580
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt059638
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt060857
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0234894
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt017021
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt014006
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt016068
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt017104
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt023240
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt087439
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt011801
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0937
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0937
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.72660
IRS990ScheduleA/PublicSupportPY170Pct00.73520
IRS990ScheduleA/PublicSupportTotal170Amt0234894
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt041354
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt059465
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt013580
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt059638
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt060857
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0234894
IRS990ScheduleA/TotalSupportAmt0323270
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/ExplanationTxt0IN ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, ACCOUNTING STANDARDS REQUIRE AN ENTITY TO RECOGNIZE THE FINANCIAL STATEMENT IMPACT OF A TAX POSITION WHEN IT IS MORE-LIKELY-THAN-NOT THAT THE POSITION WILL NOT BE SUSTAINED UPON EXAMINATION. MANAGEMENT EVALUATED THE ASSOCIATION'S TAX POSITIONS AND CONCLUDED THERE ARE NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE CONSOLIDATED FINANCIAL STATEMENTS TO COMPLY WITH PROVISIONS OF THIS GUIDANCE.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt012870
IRS990ScheduleI/RecipientTable/CashGrantAmt111250
IRS990ScheduleI/RecipientTable/CashGrantAmt26600
IRS990ScheduleI/RecipientTable/CashGrantAmt35200
IRS990ScheduleI/RecipientTable/CashGrantAmt45270
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/NonCashAssistanceDesc0N/A
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc1N/A
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc2N/A
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc3N/A
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc4N/A
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0FINANCIAL ASSISTANCE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1FINANCIAL ASSISTANCE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2FINANCIAL ASSISTANCE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3FINANCIAL ASSISTANCE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4FINANCIAL ASSISTANCE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0MONTESSORI INSTITUTE OF SAN DIEGO
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1LOYOLA UNIVERSITY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2MONTESSORI NORTHWEST - OR
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3MONTESSORI INSTITUTE OF MILWAUKEE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4MONTESSORI CENTER OF MINNESOTA
IRS990ScheduleI/RecipientTable/RecipientEIN0330712582
IRS990ScheduleI/RecipientTable/RecipientEIN1520591623
IRS990ScheduleI/RecipientTable/RecipientEIN2930741999
IRS990ScheduleI/RecipientTable/RecipientEIN3391631340
IRS990ScheduleI/RecipientTable/RecipientEIN4411361913
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt08745 LA JOLLA SCENIC DR N
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt14501 N CHARLES ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2622 SE GRAND AVENUE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3621 S 4TH ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt41611 AMES AVE E
IRS990ScheduleI/RecipientTable/USAddress/CityNm0LA JOLLA
IRS990ScheduleI/RecipientTable/USAddress/CityNm1BALTIMORE
IRS990ScheduleI/RecipientTable/USAddress/CityNm2PORTLAND
IRS990ScheduleI/RecipientTable/USAddress/CityNm3MILWAUKEE
IRS990ScheduleI/RecipientTable/USAddress/CityNm4ST PAUL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1MD
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2OR
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3WI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4MN
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd092037
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd121210
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd297214
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd353204
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd455106
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc1FMV
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc2FMV
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc3FMV
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc4FMV
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 BE ENROLLED IN AN AMI TRAINING PROGRAM WHICH ENABLES THE FUND TO MONITOR THEIR ATTENDANCE.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt05
IRS990ScheduleI/TotalOtherOrgCnt00
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/ExplanationTxt5THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEARS.
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990 PART XII, LINE 2C
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 10
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/InvolvedAmt030000
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/StatesWhereCopyOfReturnIsFldCd0VA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0622445
IRS990/TotalAssetsEOYAmt0600768
IRS990/TotalAssetsGrp/BOYAmt0622445
IRS990/TotalAssetsGrp/EOYAmt0600768
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt041354
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0273
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt02563
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt055959
IRS990/TotalFunctionalExpensesGrp/TotalAmt058795
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt026173
IRS990/TotalLiabilitiesEOYAmt028598
IRS990/TotalLiabilitiesGrp/BOYAmt026173
IRS990/TotalLiabilitiesGrp/EOYAmt028598
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0596272
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0572170
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt055959
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt017021
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0937
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt059312
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt06
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0622445
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0600768

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$600,768
Liabilities
$28,598
Net assets
$572,170
Revenue
$59,312
Expenses
$58,795
Net income
$517
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
2017Detailed filing. Detailed filing data is available for this year.$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