Civic Intelligence

Mes Fund Inc.

990 • Fiscal year 2021 • EIN 74-3150137

Aug 01, 2020 to Jul 31, 2021 • Filed on Jun 15, 2022

Organization ProfileWWW.MESFUND.ORG
760 Hopmeadow StreetSimsbury, CT 06070

(617) 308-5647

Siviq Scores

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

Liabilities / Assets

46th percentile

0.01x

Higher debt load relative to assets than 46% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

73rd percentile

0.20x

Higher debt load relative to revenue than 73% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Net Margin

4th percentile

-68%

Higher net margin than 4% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Asset Growth

14th percentile

-6.9%

Faster asset growth than 14% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

2nd percentile

-80%

Faster revenue growth than 2% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets46th percentile

Assets

Down

$759,477

Down $55,926 (-6.9%) from 2020

Net Assets

Down

$748,191

Down $67,092 (-8.2%) from 2020

Liabilities

Up

$11,286

Up $11,166 (+9305%) from 2020

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin4th percentile

Revenue

Down

$56,704

Down $228,820 (-80%) from 2020

Expenses

Up

$95,157

Up $20,424 (+27%) from 2020

Net Income

Down

-$38,453

Down $249,244 (-118%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth14th 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

2021

Assets$759,477
Liabilities$11,286
Net Assets$748,191
Open 2021 Filing

Operations Trend

Revenue Growth2nd 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

2021

Revenue$56,704
Expenses$95,157
Net Income-$38,453
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2020 to Jul 31, 2021
Signed
Jun 15, 2022
Return Version
2020v4.2
Gross Receipts
$102,218
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$800,574$749,610▼ $50,964
Cash and Non-Interest-Bearing Accounts$14,829$9,867▼ $4,962
Total Assets$815,403$759,477▼ $55,926
Liabilities
Accounts Payable and Accrued Expenses$120$11,286▲ $11,166
Total Liabilities$120$11,286▲ $11,166
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$815,283$748,191▼ $67,092
Total Net Assets Fund Balance$815,283$748,191▼ $67,092
Total Liabilities and Net Assets / Fund Balance$815,403$759,477▼ $55,926
Compensation and Service Providers
Top Officer Pay52nd percentile

Board Members and Trustees

NameTitle
Thomas SevignyPresident
Melinda NielsenVice President
Denise AlfeldDirector
Mary LevyDirector
Nancy KeaneSecretary
Harris GordonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$29,920
Program Service Revenue
$0
Investment Income
$26,784
Other Revenue
$0
All Other Contributions
$29,920
Change in Net Assets
$-38,453
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$51,810
Other Expenses$43,347
Total Fundraising Expense$199
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$51,810--$51,810
Advertising-$26,163-$26,163
Fees for Services Accounting-$12,349-$12,349
Occupancy-$1,200-$1,200
Insurance-$966-$966
Other Expenses-$108$199$108
Total Functional Expenses$51,810$43,148$199$95,157
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Montessori Institute of North TexasDallas, TX501(c)(3)Financial Assisstance$14,540
Washington Montessori InstituteRiverdale, MD501(c)(3)Financial Assisstance$10,430
Montessori Northwest - orPortland, OR501(c)(3)Financial Assistance$9,290
Montessori Training Center NortheastHartford, CT501(c)(3)Financial Assistance$7,670
Montessori Center of MinnesotaSt Paul, MN501(c)(3)Financial Assistance$5,000
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
Yes
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
6173085647
Address
760 HOPMEADOW STREET, SIMSBURY, CT 06070

Signing Officer

Name
Harris Gordon
Title
Treasurer
Phone
7814350194
Signed
2022-06-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Harris Gordon
Formed
2005
Legal Domicile
Ny
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
8

Preparer

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

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The board of directors is responsible for oversight over the independent review process and selection of the independent accountants.”

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. Managment evaluated the fund's tax positions and concluded there are no uncertain tax positions that require adjustment to the financial statements to comply with the provisions of this guidance.”

Raw XML AppendixShowing 400 of 408 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/AccountsPayableAccrExpnssGrp/BOYAmt0120
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt011286
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
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/AdvertisingGrp/ManagementAndGeneralAmt026163
IRS990/AdvertisingGrp/TotalAmt026163
IRS990/AllOtherContributionsAmt029920
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
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
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt014829
IRS990/CashNonInterestBearingGrp/EOYAmt09867
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt029920
IRS990/CYGrantsAndSimilarPaidAmt051810
IRS990/CYInvestmentIncomeAmt026784
IRS990/CYOtherExpensesAmt043347
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-38453
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt095157
IRS990/CYTotalFundraisingExpenseAmt0199
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt056704
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
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 $51,810. THIS PROGRAM IS SUPPORTED BY CONTRIBUTIONS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt051810
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt012349
IRS990/FeesForServicesAccountingGrp/TotalAmt012349
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt215.00
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/PersonNm0NANCY KEANE
IRS990/Form990PartVIISectionAGrp/PersonNm1HARRIS GORDON
IRS990/Form990PartVIISectionAGrp/PersonNm2THOMAS SEVIGNY
IRS990/Form990PartVIISectionAGrp/PersonNm3MELINDA NIELSEN
IRS990/Form990PartVIISectionAGrp/PersonNm4DENISE ALFELD
IRS990/Form990PartVIISectionAGrp/PersonNm5MARY LEVY
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/TitleTxt0SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02005
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt03596
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantAmt051810
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt051810
IRS990/GrantsToDomesticOrgsGrp/TotalAmt051810
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt049110
IRS990/GrossReceiptsAmt0102218
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt0966
IRS990/InsuranceGrp/TotalAmt0966
IRS990/InvestmentIncomeGrp/ExclusionAmt023188
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt023188
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0800574
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0749610
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt045514
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/NetAssetsOrFundBalancesBOYAmt0815283
IRS990/NetAssetsOrFundBalancesEOYAmt0748191
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt03596
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt03596
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-28639
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0815283
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0748191
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt01200
IRS990/OccupancyGrp/TotalAmt01200
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc1BANK FEES
IRS990/OtherExpensesGrp/Desc2FUNDRAISING EXPENSES
IRS990/OtherExpensesGrp/Desc3OFFICE SUPPLIES
IRS990/OtherExpensesGrp/FundraisingAmt0199
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01516
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1846
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2108
IRS990/OtherExpensesGrp/TotalAmt01516
IRS990/OtherExpensesGrp/TotalAmt1846
IRS990/OtherExpensesGrp/TotalAmt2199
IRS990/OtherExpensesGrp/TotalAmt3108
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0HARRIS GORDON
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0259469
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt070540
IRS990/PYInvestmentIncomeAmt023791
IRS990/PYOtherExpensesAmt04193
IRS990/PYOtherRevenueAmt02264
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0210791
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt074733
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0285524
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-38453
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt029920
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0259469
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt037505
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt012895
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt041354
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0381143
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt023188
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt017154
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt015953
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt013486
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt014810
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt084591
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt02264
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0937
IRS990ScheduleA/OtherIncome170Grp/TotalAmt03201
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.32050
IRS990ScheduleA/PublicSupportPY170Pct00.34840
IRS990ScheduleA/PublicSupportTotal170Amt0150308
IRS990ScheduleA/SubstantialContributorsTotAmt0230835
IRS990ScheduleA/ThirtyThrPctSuprtTestsPY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt029920
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0259469
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt037505
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt012895
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt041354
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0381143
IRS990ScheduleA/TotalSupportAmt0468935
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. MANAGMENT EVALUATED THE FUND'S TAX POSITIONS AND CONCLUDED THERE ARE NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt07670
IRS990ScheduleI/RecipientTable/CashGrantAmt19290
IRS990ScheduleI/RecipientTable/CashGrantAmt210430
IRS990ScheduleI/RecipientTable/CashGrantAmt314540
IRS990ScheduleI/RecipientTable/CashGrantAmt45000
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/PurposeOfGrantTxt0FINANCIAL ASSISTANCE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1FINANCIAL ASSISTANCE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2FINANCIAL ASSISSTANCE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3FINANCIAL ASSISSTANCE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4FINANCIAL ASSISTANCE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0MONTESSORI TRAINING CENTER NORTHEAST
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1MONTESSORI NORTHWEST - OR
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2WASHINGTON MONTESSORI INSTITUTE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3MONTESSORI INSTITUTE OF NORTH TEXAS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4MONTESSORI CENTER OF MINNESOTA
IRS990ScheduleI/RecipientTable/RecipientEIN0060853106
IRS990ScheduleI/RecipientTable/RecipientEIN1930741999
IRS990ScheduleI/RecipientTable/RecipientEIN2834115261
IRS990ScheduleI/RecipientTable/RecipientEIN3200088952
IRS990ScheduleI/RecipientTable/RecipientEIN4411361913
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01265 ASYLUM AVENUE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1622 SE GRAND AVENUE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt25600 RIVERTECH CT STE K
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt313612 MIDWAY ROAD SUIE 292
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt41611 AMES AVENUE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0HARTFORD
IRS990ScheduleI/RecipientTable/USAddress/CityNm1PORTLAND
IRS990ScheduleI/RecipientTable/USAddress/CityNm2RIVERDALE
IRS990ScheduleI/RecipientTable/USAddress/CityNm3DALLAS
IRS990ScheduleI/RecipientTable/USAddress/CityNm4ST PAUL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CT
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1OR
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2MD
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3TX
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4MN
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd006105
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd197214
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd220737
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd375244
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd455106
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 NOTIFIES 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/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 BOARD OF DIRECTORS IS RESPONSIBLE FOR OVERSIGHT OVER THE INDEPENDENT REVIEW PROCESS AND SELECTION OF THE INDEPENDENT ACCOUNTANTS.
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:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/StatesWhereCopyOfReturnIsFldCd1VA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0815403
IRS990/TotalAssetsEOYAmt0759477
IRS990/TotalAssetsGrp/BOYAmt0815403
IRS990/TotalAssetsGrp/EOYAmt0759477
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt029920
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0199
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt043148
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt051810
IRS990/TotalFunctionalExpensesGrp/TotalAmt095157
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0120
IRS990/TotalLiabilitiesEOYAmt011286
IRS990/TotalLiabilitiesGrp/BOYAmt0120
IRS990/TotalLiabilitiesGrp/EOYAmt011286
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0815283
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0748191
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt051810
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt026784
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt056704
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt08
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0815403
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0759477
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/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0WWW.MESFUND.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0HARRIS GORDON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07814350194
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-06-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MES FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0MESF
ReturnHeader/Filer/EIN0743150137
ReturnHeader/Filer/PhoneNum06173085647
ReturnHeader/Filer/USAddress/AddressLine1Txt0760 HOPMEADOW STREET
ReturnHeader/Filer/USAddress/CityNm0SIMSBURY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006070
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/PreparationDt02022-06-14

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$759,477
Liabilities
$11,286
Net assets
$748,191
Revenue
$56,704
Expenses
$95,157
Net income
-$38,453
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
2021Detailed filing. Detailed filing data is available for this year.$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