Civic Intelligence

Montessori Charity Foundation

EIN 81-1364138 • 501(c)3 • Mesa, AZ

Profile

Provide educational scholarships

207 North Mesa DriveMesa, AZ 85201

www.montessoricharity.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

80th percentile

0.13x

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

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

79th percentile

0.06x

Higher debt load relative to revenue than 79% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

63rd percentile

9.6%

Higher net margin than 63% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

80th percentile

29%

Faster asset growth than 80% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

78th percentile

31%

Faster revenue growth than 78% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets80th percentile

Assets

Up

$54,400

Up $12,097 (+29%) from 2023

Liabilities

Up

$7,003

Up $132 (+1.9%) from 2023

Net Assets

Up

$47,397

Up $11,965 (+34%) from 2023

Operations
Liabilities / Revenue79th percentileNet Margin63rd percentile

Revenue

Up

$125,013

Up $29,897 (+31%) from 2023

Expenses

Down

$113,048

Down $20,399 (-15%) from 2023

Net Income

Up

$11,965

Up $50,296 (+131%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth80th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$100K$50K$0Assets 2017: $88,462Liabilities 2017: $02017Assets 2018: $30,283Liabilities 2018: $02018Assets 2021: $45,573Net Assets 2021: $45,5732021Assets 2022: $73,448Net Assets 2022: $73,4482022Assets 2023: $42,303Liabilities 2023: $6,871Net Assets 2023: $35,4322023Assets 2024: $54,400Liabilities 2024: $7,003Net Assets 2024: $47,3972024

Highlighted filing

2024

Assets$54,400
Liabilities$7,003
Net Assets$47,397
Open 2024 Filing

Operations Trend

Revenue Growth78th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$100K$0-$100KRevenue 2017: $162,084Expenses 2017: $82,446Net Income 2017: $79,6382017Revenue 2018: $20,032Expenses 2018: $78,211Net Income 2018: -$58,1792018Revenue 2021: $112,360Expenses 2021: $68,012Net Income 2021: $44,3482021Revenue 2022: $89,501Expenses 2022: $61,627Net Income 2022: $27,8742022Revenue 2023: $95,116Expenses 2023: $133,447Net Income 2023: -$38,3312023Revenue 2024: $125,013Expenses 2024: $113,048Net Income 2024: $11,9652024

Highlighted filing

2024

Revenue$125,013
Expenses$113,048
Net Income$11,965
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$54,400
Liabilities
$7,003
Net assets
$47,397
Revenue
$125,013
Expenses
$113,048
Net income
$11,965
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.54$0.07$0.47$1.25$1.13$0.12
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.42$0.07$0.35$0.95$1.33$0.38
2022Detailed filing. Detailed filing data is available for this year.$0.73$0.73$0.90$0.62$0.28
2021Detailed filing. Detailed filing data is available for this year.$0.46$0.46$1.12$0.68$0.44
2018Summary only. Only limited summary data is available for this year.$0.30$0.00$0.20$0.78$0.58
2017Summary only. Only limited summary data is available for this year.$0.88$0.00$1.62$0.82$0.80
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 15, 2025
Return Version
2024v5.0
Gross Receipts
$125,013
Mission and Program Overview

Mission

Provide educational scholarships

Program Services

DescriptionGrantsExpenses
TO RAISE FUNDS TO PROVIDE EDUCATIONAL SCHOLARSHIPS FOR STUDENTS TO ATTEND MONTESSORI SCHOOLS IN ARIZONA$97,394$98,940
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHERRI SAMPSONPresident-$0--
COLLEEN MARTINSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Montessori Charity Foundation
EIN
81-1364138
Phone
6024038514
Address
207 NORTH MESA DRIVE, MESA, AZ 85201

Signing Officer

Name
Sherri Sampson
Title
President
Phone
6024038514
Signed
2025-11-15

Preparer

Firm
Aspire Business Consultants
Address
17505 N 79TH AVE STE 405, GLENDALE, AZ 85308
Preparer
Kristin Morgan
Phone
6028812483
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Cash contribution: 97,394”

Form 990-ez, Part I, Line 16

“Expenses office expenses 136 total 136”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 6,871 7,003”

Raw XML Appendix118 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0SHERRI SAMPSON
IRS990EZ/BooksInCareOfDetail/PhoneNum06024038514
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0207 N MESA DR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MESA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd085201
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt042303
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt054400
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0125013
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt011965
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt015518
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt042303
IRS990EZ/Form990TotalAssetsGrp/EOYAmt054400
IRS990EZ/GrantsAndSimilarAmountsPaidAmt097394
IRS990EZ/GrossReceiptsAmt0125013
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt035432
IRS990EZ/NetAssetsOrFundBalancesEOYAmt047397
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt035432
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt047397
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SHERRI SAMPSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1COLLEEN MARTIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0136
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE EDUCATIONAL SCHOLARSHIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO RAISE FUNDS TO PROVIDE EDUCATIONAL SCHOLARSHIPS FOR STUDENTS TO ATTEND MONTESSORI SCHOOLS IN ARIZONA
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt097394
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt098940
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0AZ
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt06871
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt07003
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0113048
IRS990EZ/TotalProgramServiceExpensesAmt098940
IRS990EZ/TotalRevenueAmt0125013
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.MONTESSORICHARITY.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0125013
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt095116
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt089501
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0112360
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0421990
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0421990
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0125013
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt095116
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt089501
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0112360
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0421990
IRS990ScheduleA/TotalSupportAmt0421990
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CASH CONTRIBUTION: 97,394
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE EXPENSES 136 TOTAL 136
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS PAYABLE AND ACCRUED EXPENSES 6,871 7,003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SHERRI SAMPSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06024038514
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONTESSORI CHARITY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0811364138
ReturnHeader/Filer/PhoneNum06024038514
ReturnHeader/Filer/USAddress/AddressLine1Txt0207 NORTH MESA DRIVE
ReturnHeader/Filer/USAddress/CityNm0MESA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085201
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0454728843
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ASPIRE BUSINESS CONSULTANTS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt017505 N 79TH AVE STE 405
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GLENDALE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085308
ReturnHeader/PreparerPersonGrp/PhoneNum06028812483
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KRISTIN MORGAN
ReturnHeader/ReturnTs02025-11-15T03:35:40-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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