Civic Intelligence

Mes Fund Inc.

990 • Fiscal year 2022 • EIN 74-3150137

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

760 Hopmeadow StreetSimsbury, CT 06070

(860) 916-2041

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

31st percentile

0.00x

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

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Net Margin

89th percentile

48%

Higher net margin than 89% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

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

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Asset Growth

37th percentile

-2.6%

Faster asset growth than 37% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

94th percentile

196%

Faster revenue growth than 94% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Assets

Down

$740,017

Down $19,460 (-2.6%) from 2021

Net Assets

Down

$740,017

Down $8,174 (-1.1%) from 2021

Liabilities

Down

$0

Down $11,286 (-100%) from 2021

Revenue

Up

$167,684

Up $110,980 (+196%) from 2021

Expenses

Down

$86,679

Down $8,478 (-8.9%) from 2021

Net Income

Up

$81,005

Up $119,458 (+311%) from 2021

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

2022

Assets$740,017
Liabilities$0
Net Assets$740,017

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

2022

Revenue$167,684
Expenses$86,679
Net Income$81,005
Jump To
Filing Snapshot
Filing Period
Aug 1, 2021 to Jul 31, 2022
Signed
Dec 15, 2022
Return Version
2021v4.2
Gross Receipts
$293,530
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$749,610$636,153▼ $113,457
Cash and Non-Interest-Bearing Accounts$9,867$103,864▲ $93,997
Total Assets$759,477$740,017▼ $19,460
Liabilities
Accounts Payable and Accrued Expenses$11,286--
Total Liabilities$11,286$0▼ $11,286
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$748,191$740,017▼ $8,174
Total Net Assets Fund Balance$748,191$740,017▼ $8,174
Total Liabilities and Net Assets / Fund Balance$759,477$740,017▼ $19,460
Compensation and Service Providers

Board Members and Trustees

NameTitle
Denise AlfeldPresident
Melinda NielsenVice President
Nancy KeaneSecretary
Harris GordonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$147,959
Program Service Revenue
$5,000
Investment Income
$14,725
Other Revenue
$0
All Other Contributions
$147,959
Change in Net Assets
$81,005
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$64,832
Other Expenses$21,847
Total Fundraising Expense$9,847
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$64,832--$64,832
Fees for Services Accounting-$3,611-$3,611
Advertising-$2,950-$2,950
Occupancy-$1,300-$1,300
Insurance-$1,082-$1,082
All Other Expenses-$279-$279
Other Expenses-$217$9,847$217
Total Functional Expenses$64,832$12,000$9,847$86,679
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Montessori Training Center NortheastHartford, CT501(c)(3)Financial Assistance$31,272
Southwest Institute of Montessori StudiesMesa, AZ501(c)(3)Financial Assistance$16,080
Montessori Northwest - orPortland, OR501(c)(3)Financial Assistance$6,740
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
8609162041
Address
760 HOPMEADOW STREET, SIMSBURY, CT 06070

Signing Officer

Name
Denise Alfeld
Title
President
Phone
8609162041
Signed
2022-12-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Denise Alfeld
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 Appendix384 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleD/SupplementalInformationDetail/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:
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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0MONTESSORI TRAINING CENTER NORTHEAST
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1MONTESSORI NORTHWEST - OR
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2SOUTHWEST INSTITUTE OF MONTESSORI STUDIES
IRS990ScheduleI/RecipientTable/RecipientEIN0060853106
IRS990ScheduleI/RecipientTable/RecipientEIN1930741999
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01265 ASYLUM AVENUE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1622 SE GRAND AVENUE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2207 N MESA DR
IRS990ScheduleI/RecipientTable/USAddress/CityNm0HARTFORD
IRS990ScheduleI/RecipientTable/USAddress/CityNm1PORTLAND
IRS990ScheduleI/RecipientTable/USAddress/CityNm2MESA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CT
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1OR
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2AZ
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd006105
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd197214
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd285201
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/Total501c3OrgCnt03
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/StatesWhereCopyOfReturnIsFldCd1NY
IRS990/StatesWhereCopyOfReturnIsFldCd2CT
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0759477
IRS990/TotalAssetsEOYAmt0740017
IRS990/TotalAssetsGrp/BOYAmt0759477
IRS990/TotalAssetsGrp/EOYAmt0740017
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0147959
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt09847
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt012000
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt064832
IRS990/TotalFunctionalExpensesGrp/TotalAmt086679
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt011286
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt011286
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0748191
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0740017
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt064832
IRS990/TotalProgramServiceRevenueAmt05000
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt014725
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt05000
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0167684
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt08
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0759477
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0740017
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/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DENISE ALFELD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08609162041
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-12-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MES FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0MESF
ReturnHeader/Filer/EIN0743150137
ReturnHeader/Filer/PhoneNum08609162041
ReturnHeader/Filer/USAddress/AddressLine1Txt0760 HOPMEADOW STREET
ReturnHeader/Filer/USAddress/CityNm0SIMSBURY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006070
ReturnHeader/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/PreparationDt02022-12-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTOPHER J BARRETT CPA
ReturnHeader/ReturnTs02022-12-15T16:26:03-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DENISE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ALFELD
ReturnHeader/TaxPeriodBeginDt02021-08-01
ReturnHeader/TaxPeriodEndDt02022-07-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.83$0.00$8.83$2.40$1.52$0.88
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.58$0.00$7.58$0.79$1.00$0.20
2023Detailed filing. Detailed filing data is available for this year.$7.15$0.00$7.15$0.81$1.10$0.28
2022Detailed filing. Detailed filing data is available for this year.$7.40$0.00$7.40$1.68$0.87$0.81
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.59$0.11$7.48$0.57$0.95$0.38
2020Detailed filing. Detailed filing data is available for this year.$8.15$0.00$8.15$2.86$0.75$2.11
2019Detailed filing. Detailed filing data is available for this year.$5.98$0.51$5.47$0.53$0.53$0.00
2018Detailed filing. Detailed filing data is available for this year.$5.32$0.24$5.08$0.26$0.66$0.40
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.01$0.29$5.72$0.59$0.59$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.22$0.26$5.96$0.76$0.26$0.50
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