Civic Intelligence

Montessori Academy Inc.

990 • Fiscal year 2017 • EIN 75-2990833

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 14, 2017

Organization ProfileWWW.AZMA.ORG

View Organization Page

6050 N Invergordon RoadParadise Valley, AZ 85253

(480) 945-1121

Siviq Scores

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

Liabilities / Assets

94th percentile

1.16x

Higher debt load relative to assets than 94% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

91st percentile

2.35x

Higher debt load relative to revenue than 91% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

25th percentile

-6.6%

Higher net margin than 25% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

70th percentile

$102,450

Higher top officer pay than 70% of similar nonprofits.

Top officer pay equals 4.5% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

30th percentile

-2.0%

Faster asset growth than 30% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

27th percentile

-4.5%

Faster revenue growth than 27% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets94th percentile

Assets

Down

$4,581,650

Down $94,804 (-2.0%) from 2016

Net Assets

Down

-$748,883

Down $148,943 (-25%) from 2016

Liabilities

Up

$5,330,533

Up $54,139 (+1.0%) from 2016

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin25th percentile

Revenue

Down

$2,268,806

Down $107,338 (-4.5%) from 2016

Expenses

Down

$2,417,749

Down $241 (-0.0%) from 2016

Net Income

Down

-$148,943

Down $107,097 (-256%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MAssets 2010: $4,474,753Liabilities 2010: $4,592,988Net Assets 2010: -$118,2352010Assets 2011: $0Liabilities 2011: $0Net Assets 2011: $02011Assets 2012: $5,075,580Liabilities 2012: $5,358,354Net Assets 2012: -$282,7742012Assets 2013: $4,968,084Liabilities 2013: $5,357,309Net Assets 2013: -$389,2252013Assets 2014: $4,795,716Liabilities 2014: $5,364,575Net Assets 2014: -$568,8592014Assets 2015: $4,785,032Liabilities 2015: $5,343,126Net Assets 2015: -$558,0942015Assets 2016: $4,676,454Liabilities 2016: $5,276,394Net Assets 2016: -$599,9402016Assets 2017: $4,581,650Liabilities 2017: $5,330,533Net Assets 2017: -$748,8832017Assets 2018: $4,390,816Liabilities 2018: $5,025,984Net Assets 2018: -$635,1682018Assets 2019: $4,206,808Liabilities 2019: $5,054,503Net Assets 2019: -$847,6952019Assets 2020: $4,270,186Liabilities 2020: $5,218,485Net Assets 2020: -$948,2992020Assets 2021: $4,408,737Liabilities 2021: $5,189,443Net Assets 2021: -$780,7062021Assets 2022: $4,671,091Liabilities 2022: $4,943,928Net Assets 2022: -$272,8372022Assets 2023: $4,646,972Liabilities 2023: $4,858,020Net Assets 2023: -$211,0482023Assets 2024: $4,700,919Liabilities 2024: $4,888,666Net Assets 2024: -$187,7472024

Highlighted filing

2017

Assets$4,581,650
Liabilities$5,330,533
Net Assets-$748,883
Open 2017 Filing

Operations Trend

Revenue Growth27th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $850,7412010Revenue 2011: $0Expenses 2011: $0Net Income 2011: $02011Revenue 2012: $1,489,919Expenses 2012: $1,508,450Net Income 2012: -$18,5312012Revenue 2013: $2,174,370Expenses 2013: $2,280,821Net Income 2013: -$106,4512013Revenue 2014: $2,222,221Expenses 2014: $2,401,855Net Income 2014: -$179,6342014Revenue 2015: $2,365,816Expenses 2015: $2,353,051Net Income 2015: $12,7652015Revenue 2016: $2,376,144Expenses 2016: $2,417,990Net Income 2016: -$41,8462016Revenue 2017: $2,268,806Expenses 2017: $2,417,749Net Income 2017: -$148,9432017Revenue 2018: $2,356,088Expenses 2018: $2,242,373Net Income 2018: $113,7152018Revenue 2019: $2,343,359Expenses 2019: $2,555,886Net Income 2019: -$212,5272019Revenue 2020: $2,202,559Expenses 2020: $2,303,163Net Income 2020: -$100,6042020Revenue 2021: $2,421,353Expenses 2021: $2,253,760Net Income 2021: $167,5932021Revenue 2022: $2,850,021Expenses 2022: $2,342,152Net Income 2022: $507,8692022Revenue 2023: $2,725,321Expenses 2023: $2,663,532Net Income 2023: $61,7892023Revenue 2024: $2,574,504Expenses 2024: $2,551,203Net Income 2024: $23,3012024

Highlighted filing

2017

Revenue$2,268,806
Expenses$2,417,749
Net Income-$148,943
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 14, 2017
Return Version
2016v3.0
Gross Receipts
$2,268,806
Mission and Program Overview

Mission

CHARTER SCHOOL

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$3,983,127$3,941,619▼ $41,508
Intangible Assets$494,646$473,977▼ $20,669
Receivables From Officers Etc-$20,500-
Accounts Receivable$33,452$4,000▼ $29,452
Cash and Non-Interest-Bearing Accounts$53,300$3,665▼ $49,635
Loans From Officers Directors$1,500--
Total Assets$4,676,454$4,581,650▼ $94,804
Other Assets Total$111,929$137,889▲ $25,960
Liabilities
Tax Exempt Bond Liabilities$5,113,000$5,038,000▼ $75,000
Accounts Payable and Accrued Expenses$161,894$269,625▲ $107,731
Other Liabilities-$22,908-
Total Liabilities$5,276,394$5,330,533▲ $54,139
Net Assets / Fund Balance
Temporarily Rstr Net Assets$13,068$19,902▲ $6,834
Unrestricted Net Assets$-613,008$-768,785▼ $155,777
Total Net Assets Fund Balance$-599,940$-748,883▼ $148,943
Total Liabilities and Net Assets / Fund Balance$4,676,454$4,581,650▼ $94,804

Asset Categories

AssetBook ValueDepreciationBasis
Land$3,135,000-$3,135,000
Other Land Buildings$-431,140$431,140-
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Juli NewmanExecutive DiFT$102,450$102,450
Krista CrossEducation DiFT$77,450$77,450

Board Members and Trustees

NameTitle
Col Wanda a WrightBoard Member
Dale NewcombBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$1,347,226
Program Service Revenue
$921,413
Investment Income
$167
Other Revenue
$0
All Other Contributions
$46,064
Change in Net Assets
$-148,943

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,268,806
Total Revenue per Audited Statements
$2,268,806
Total Revenue per Form 990
$2,268,806
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,404,302
Other Expenses$1,013,447
Total Fundraising Expense$5,131
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,061,796--$1,061,796
Interest$402,124--$402,124
Current Officers, Directors, Trustees, and Key Employees$134,925$44,975-$179,900
Occupancy$100,465$33,488-$133,953
Payroll Taxes$91,321$3,432-$94,753
Office Expenses$47,630$41,374-$89,004
Depreciation Depletion$63,554$14,295-$77,849
Other Employee Benefits$65,395$2,458-$67,853
Fees for Services Other$35,641--$35,641
Conferences and Meetings$28,598--$28,598
Fees for Services Accounting-$21,980-$21,980
Insurance-$21,915-$21,915
Other Expenses$15,807$23,671$5,131$5,131
Advertising-$1,958-$1,958
Fees for Services Legal-$1,396-$1,396
Travel-$660-$660
Total Functional Expenses$2,201,016$211,602$5,131$2,417,749

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,417,749
Total Expenses per Audited Statements$2,417,749
Total Expenses per Form 990$2,417,749
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Officers, Directors, Trustees, and Key Employees-$20,500-
Loans from Officers, Directors, Trustees, and Key Employees$1,500--
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Equalization Payable$22,908

Bond Issues

BondIssuerIssuedIssue PricePurpose
APima Bonds2010-05-26$5,725,000-

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$4,479,144$3,947,235-$620,408

Bond Financing Compliance

No rebate due
No
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
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
Yes
Other officer compensation reviewed
Yes
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 2 - two of the board members are sisters and related to a father on the board.”

Form 990, Page 6, Part VI, Line 2

“.”

Form 990, Page 6, Part VI, Line 11B

“The tax return preparer mails a draft copy of the form 990 to the executive director of the school. Each board member receives and reviews the draft form 990. Once the form 990s are reviewed by all the board members and all information is correct, the executive director is authorized to approve the form 990 for the school. Also, the approval for the from 990 is documented in the school's minutes.”

Form 990, Page 6, Part VI, Line 12C

“Annually, the board reviews transactions and relatioships for a conflict of interest. All board members and senior level management are covered by the conflict of interest. The board determines whether a conflict of interest is made or exists and the board reviews any conflict of interest that exists. If there is a coflict of interest, they cannot participate in board decisions.”

Form 990, Page 6, Part VI, Line 15A

“The compensation for the executive director, officers and key officers are compared to industry averages and approved by the board. Also, a school budget is reviewed and approved annually by the board and sent to the arizona department of education for review.”

Form 990, Page 6, Part VI, Line 15B

“The compensation for the executive director, officers and key officers are compared to industry averages and approved by the board. Also, a school budget is reviewed and approved annually by the board and sent to the arizona department of education for review.”

Form 990, Page 6, Part VI, Line 19

“Documents are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Montessori Academyinc
EIN
75-2990833
Phone
4809451121
Address
6050 N INVERGORDON ROAD, PARADISE VALLEY, AZ 85253

Signing Officer

Name
Juli Newman
Title
Executive Director
Phone
4809451121
Signed
2017-11-14

Organization Details

Principal Officer
Juli Newman
Formed
2002
Legal Domicile
Az
Voting Board Members
4
Independent Board Members
2
Employees
60
Volunteers
100

Preparer

Firm
Atlas Cpas & Advisors
Address
4653 E COTTON GIN LOOP STE 120, PHOENIX, AZ 85040-8835
Preparer
Loni Woodley
Phone
6024319288
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 3, Part X

“SEE FOOTNOTE ATTACHED”

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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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IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0921413
IRS990ScheduleA/SchoolInd0X
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/ScheduleBRequiredInd0true
IRS990ScheduleD/ExpensesSubtotalAmt02417749
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt03135000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt03135000
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0-431140
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0431140
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt022908
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0EQUALIZATION PAYABLE
IRS990ScheduleD/RevenueSubtotalAmt02268806
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0SEE FOOTNOTE ATTACHED
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02703860
IRS990ScheduleD/TotalExpensesPerForm990Amt02417749
IRS990ScheduleD/TotalLiabilityAmt022908
IRS990ScheduleD/TotalRevenuePerForm990Amt02268806
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02268806
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02417749
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0true
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0false
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE SCHOOL INCLUDES THEIR NONDISCRIMINATORY POLICY IN ALL ADVERTISINGS.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1THE SCHOOL RECIEVES FUNDING FROM THE ARIZONA DEPARTMENT OF EDUCATIONS AND THE UNITED STATES DEPARTMENT OF EDUCATION.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, LINE 6
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleK/ProceduresCorrectiveActionGrp/BondReferenceCd0A
IRS990ScheduleK/ProceduresCorrectiveActionGrp/ProceduresCorrectiveActionInd0false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/ExceptionToRebateInd0false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/Form8038TFiledInd0false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/GrossProceedsInvestedInd0false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/GrossProceedsInvestedInGICInd0false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/HedgeIdentifiedInBksAndRecInd0false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/NoRebateDueInd0false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/RebateNotDueYetInd0false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/VariableRateIssueInd0false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/WrittenProcToMonitorReqsInd0false
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondIssuedDt02010-05-26
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsIssuesGrp/DefeasedInd0false
IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuePriceAmt05725000
IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuerName/BusinessNameLine1Txt0PIMA BONDS
IRS990ScheduleK/TaxExemptBondsIssuesGrp/OnBehalfOfIssuerInd0false
IRS990ScheduleK/TaxExemptBondsIssuesGrp/PoolFinancingInd0false
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/AnyLeaseArrangementsInd0false
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/AnyResearchAgreementsInd0false
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/BondIssMeetPrvtSecPymtTestInd0false
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/ChangeInUseBondFinancedPropInd0false
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/MgmtContractBondFincdPropInd0false
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/OwningBondFinancedPropertyInd0false
IRS990ScheduleK/TaxExemptBondsPrivateBusUseGrp/ProcsNonqualifiedBondRemdtdInd0false
IRS990ScheduleK/TaxExemptBondsProceedsGrp/AdequateBooksAndRecMaintInd0true
IRS990ScheduleK/TaxExemptBondsProceedsGrp/AdvanceRefundingInd0false
IRS990ScheduleK/TaxExemptBondsProceedsGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsProceedsGrp/CapitalExpendituresAmt025683
IRS990ScheduleK/TaxExemptBondsProceedsGrp/CurrentRefundingInd0false
IRS990ScheduleK/TaxExemptBondsProceedsGrp/FinalAllocationMadeInd0true
IRS990ScheduleK/TaxExemptBondsProceedsGrp/InReserveFundAmt01131674
IRS990ScheduleK/TaxExemptBondsProceedsGrp/IssuanceCostsFromProceedsAmt0620408
IRS990ScheduleK/TaxExemptBondsProceedsGrp/OtherSpentProceedsAmt03947235
IRS990ScheduleK/TaxExemptBondsProceedsGrp/SubstantialCompletionYr02010
IRS990ScheduleK/TaxExemptBondsProceedsGrp/TotalProceedsAmt04479144
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt020500
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd0true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanFromOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0LOAN TO OFFICER
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt020500
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0JULI NEWMAN
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0OFFICER
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd0true
IRS990ScheduleL/TotalBalanceDueAmt020500
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SECTION A, LINE 2 - TWO OF THE BOARD MEMBERS ARE SISTERS AND RELATED TO A FATHER ON THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TAX RETURN PREPARER MAILS A DRAFT COPY OF THE FORM 990 TO THE EXECUTIVE DIRECTOR OF THE SCHOOL. EACH BOARD MEMBER RECEIVES AND REVIEWS THE DRAFT FORM 990. ONCE THE FORM 990S ARE REVIEWED BY ALL THE BOARD MEMBERS AND ALL INFORMATION IS CORRECT, THE EXECUTIVE DIRECTOR IS AUTHORIZED TO APPROVE THE FORM 990 FOR THE SCHOOL. ALSO, THE APPROVAL FOR THE FROM 990 IS DOCUMENTED IN THE SCHOOL'S MINUTES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ANNUALLY, THE BOARD REVIEWS TRANSACTIONS AND RELATIOSHIPS FOR A CONFLICT OF INTEREST. ALL BOARD MEMBERS AND SENIOR LEVEL MANAGEMENT ARE COVERED BY THE CONFLICT OF INTEREST. THE BOARD DETERMINES WHETHER A CONFLICT OF INTEREST IS MADE OR EXISTS AND THE BOARD REVIEWS ANY CONFLICT OF INTEREST THAT EXISTS. IF THERE IS A COFLICT OF INTEREST, THEY CANNOT PARTICIPATE IN BOARD DECISIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE COMPENSATION FOR THE EXECUTIVE DIRECTOR, OFFICERS AND KEY OFFICERS ARE COMPARED TO INDUSTRY AVERAGES AND APPROVED BY THE BOARD. ALSO, A SCHOOL BUDGET IS REVIEWED AND APPROVED ANNUALLY BY THE BOARD AND SENT TO THE ARIZONA DEPARTMENT OF EDUCATION FOR REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE COMPENSATION FOR THE EXECUTIVE DIRECTOR, OFFICERS AND KEY OFFICERS ARE COMPARED TO INDUSTRY AVERAGES AND APPROVED BY THE BOARD. ALSO, A SCHOOL BUDGET IS REVIEWED AND APPROVED ANNUALLY BY THE BOARD AND SENT TO THE ARIZONA DEPARTMENT OF EDUCATION FOR REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt05113000
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt05038000
IRS990/TaxExemptBondsInd0true
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt013068
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt019902
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt04676454
IRS990/TotalAssetsEOYAmt04581650
IRS990/TotalAssetsGrp/BOYAmt04676454
IRS990/TotalAssetsGrp/EOYAmt04581650
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt01347226
IRS990/TotalEmployeeCnt060
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt05131
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0211602
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02201016
IRS990/TotalFunctionalExpensesGrp/TotalAmt02417749
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt05276394
IRS990/TotalLiabilitiesEOYAmt05330533
IRS990/TotalLiabilitiesGrp/BOYAmt05276394
IRS990/TotalLiabilitiesGrp/EOYAmt05330533
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-599940
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-748883
IRS990/TotalProgramServiceExpensesAmt02201016
IRS990/TotalProgramServiceRevenueAmt0921413
IRS990/TotalReportableCompFromOrgAmt0179900
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0921580
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02268806
IRS990/TotalVolunteersCnt0100
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04676454
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04581650
IRS990/TravelGrp/ManagementAndGeneralAmt0660
IRS990/TravelGrp/TotalAmt0660
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0-613008
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0-768785
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt06050 N INVERGORDON ROAD
IRS990/USAddress/CityNm0PARADISE VALLEY
IRS990/USAddress/StateAbbreviationCd0AZ
IRS990/USAddress/ZIPCd085253
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0WWW.AZMA.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JULI NEWMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$4,581,650
Liabilities
$5,330,533
Net assets
-$748,883
Revenue
$2,268,806
Expenses
$2,417,749
Net income
-$148,943
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.70$4.89$0.19$2.57$2.55$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.65$4.86$0.21$2.73$2.66$0.06
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.67$4.94$0.27$2.85$2.34$0.51
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.41$5.19$0.78$2.42$2.25$0.17
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.27$5.22$0.95$2.20$2.30$0.10
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.21$5.05$0.85$2.34$2.56$0.21
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.39$5.03$0.64$2.36$2.24$0.11
2017Detailed filing. Detailed filing data is available for this year.$4.58$5.33$0.75$2.27$2.42$0.15
2016Summary only. Only limited summary data is available for this year.$4.68$5.28$0.60$2.38$2.42$0.04
2015Summary only. Only limited summary data is available for this year.$4.79$5.34$0.56$2.37$2.35$0.01
2014Summary only. Only limited summary data is available for this year.$4.80$5.36$0.57$2.22$2.40$0.18
2013Summary only. Only limited summary data is available for this year.$4.97$5.36$0.39$2.17$2.28$0.11
2012Summary only. Only limited summary data is available for this year.$5.08$5.36$0.28$1.49$1.51$0.02
2011Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.47$4.59$0.12$0.85
Peer Organizations

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