Civic Intelligence

Montessori Advancement Organization

EIN 81-2668303 • 501(c)3 • Fort Worth, TX

Profile

To provide enrichment and educational opportunities for montessori students and teachers.

3420 Clayton Road EastFort Worth, TX 76116

www.montessoriadvancement.org

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

34th percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

3rd percentile

-135%

Higher net margin than 3% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

73rd percentile

16%

Faster asset growth than 73% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2024

Revenue Growth

7th percentile

-45%

Faster revenue growth than 7% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$833,481

Up $69,133 (+9.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$833,481

Up $69,133 (+9.0%) from 2023

Operations
Liabilities / Revenue34th percentileNet Margin3rd percentile

Revenue

Up

$31,912

Up $437 (+1.4%) from 2023

Expenses

Up

$75,110

Up $22,033 (+42%) from 2023

Net Income

Down

-$43,198

Down $21,596 (-100%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth73rd percentile

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

$1.0M$500K$0Assets 2018: $579,479Liabilities 2018: $0Net Assets 2018: $579,4792018Assets 2019: $654,923Liabilities 2019: $0Net Assets 2019: $654,9232019Assets 2020: $693,284Liabilities 2020: $0Net Assets 2020: $693,2842020Assets 2021: $806,762Liabilities 2021: $0Net Assets 2021: $806,7622021Assets 2022: $618,341Liabilities 2022: $0Net Assets 2022: $618,3412022Assets 2023: $764,348Liabilities 2023: $0Net Assets 2023: $764,3482023Assets 2024: $833,481Liabilities 2024: $0Net Assets 2024: $833,4812024

Highlighted filing

2024

Assets$833,481
Liabilities$0
Net Assets$833,481
Open 2024 Filing

Operations Trend

Revenue Growth7th percentile

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

$600K$400K$200K$0-$200KRevenue 2018: $496,774Expenses 2018: $35,928Net Income 2018: $460,8462018Revenue 2019: $329,091Expenses 2019: $253,647Net Income 2019: $75,4442019Revenue 2020: $107,178Expenses 2020: $65,946Net Income 2020: $41,2322020Revenue 2021: $111,049Expenses 2021: $1,991Net Income 2021: $109,0582021Revenue 2022: $105,865Expenses 2022: $156,720Net Income 2022: -$50,8552022Revenue 2023: $31,475Expenses 2023: $53,077Net Income 2023: -$21,6022023Revenue 2024: $31,912Expenses 2024: $75,110Net Income 2024: -$43,1982024

Highlighted filing

2024

Revenue$31,912
Expenses$75,110
Net Income-$43,198
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$833,481
Liabilities
$0
Net assets
$833,481
Revenue
$31,912
Expenses
$75,110
Net income
-$43,198
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.33$0.00$8.33$0.32$0.75$0.43
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.64$0.00$7.64$0.31$0.53$0.22
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.18$0.00$6.18$1.06$1.57$0.51
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.07$0.00$8.07$1.11$0.02$1.09
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.93$0.00$6.93$1.07$0.66$0.41
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.55$0.00$6.55$3.29$2.54$0.75
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.79$0.00$5.79$4.97$0.36$4.61
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Gross Receipts
$38,855
Mission and Program Overview

Mission

To provide enrichment and educational opportunities for montessori students and teachers.

Providing scholarships for montessori education for teachers and students.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$764,348$833,481▲ $69,133
Investments Other Securities$337,303$513,628▲ $176,325
Savings and Temporary Cash Investments$205,285$181,260▼ $24,025
Investments in Publicly Traded Securities$166,210$95,177▼ $71,033
Land, Buildings, and Equipment, Net$32,267$30,067▼ $2,200
Cash and Non-Interest-Bearing Accounts$23,283$13,349▼ $9,934
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$764,348$833,481▲ $69,133
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$764,348$833,481▲ $69,133
Total Liabilities and Net Assets / Fund Balance$764,348$833,481▲ $69,133

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$30,067$19,933$50,000
Other Securities$42,928--
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Amy HendersonPresident
Judy DukeVice President
Luke ThomasBoard Member
Brett HendersonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$19,701
Program Service Revenue
$0
Investment Income
$12,211
Other Revenue
$0
All Other Contributions
$19,701
Change in Net Assets
$-43,198
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$59,436
Other Expenses$15,674
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$59,436--$59,436
Depreciation Depletion-$10,000-$10,000
Fees for Services Other-$5,574-$5,574
Other Expenses-$100-$100
Total Functional Expenses$59,436$15,674$0$75,110
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Montessori School Fort WorthFort Worth, TX-Educational Grants$59,436
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
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
No
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

“Amy henderson and brett henderson have a family relationship.”

Form 990, Part VI, Section B, Line 11B

“The 990 is initially prepared by an outside accounting firm. Once completed, the treasurer and the accountant review the 990. Together they ensure the data is accurate. Prior to filing, the treasurer reviews the 990 with the president and vice president and obtains concurrence to file the return.”

Form 990, Part VI, Section C, Line 19

“Governing documents and financial statements are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Montessori Advancement Organization
EIN
81-2668303
Phone
8172491380
Address
3420 CLAYTON ROAD EAST, FORT WORTH, TX 76116

Signing Officer

Name
Amy Henderson
Title
President
Phone
8172491380
Signed
2025-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Amy Henderson
Formed
2016
Legal Domicile
TX
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
5

Preparer

Firm
Weaver and Tidwell Llp
Address
2300 N FIELD STE 1000, DALLAS, TX 75201
Preparer
Sara Burkhart
Phone
9724901970
Raw XML Appendix355 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
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IRS990/BooksInCareOfDetail/PhoneNum08172491380
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IRS990/Desc0THE MAO WILL SEEK TO ACCOMPLISH ITS CHARITABLE PURPOSES THROUGH THE FUNDING OF DIFFERENT TYPES OF OPPORTUNITIES. FIRST, THE MAO PLANS TO PROVIDE SCHOLARSHIPS TO BENEFIT STUDENTS IN NEED OF FINANCIAL ASSISTANCE TO ATTEND MONTESSORI-MODEL SCHOOLS IN TARRANT COUNTY, TEXAS AND THE SURROUNDING GEOGRAPHIC AREA AS DETERMINED BY THE MAO'S BOARD OF DIRECTORS. THESE SCHOLARSHIPS WILL BE AWARDED ON AN OBJECTIVE NON-DISCRIMINATORY BASIS CONSISTENT WITH THE ACCOMPLISHMENT OF THE MAO'S CHARITABLE PURPOSES. IN ADDITION TO PROVIDING STUDENT SCHOLARSHIPS, THE CORPORATION WILL PROVIDE ONGOING TRAINING AND EDUCATION SUPPORT OPPORTUNITIES FOR MONTESSORI TEACHERS. THESE OPPORTUNITIES WILL PROVIDE FOR ADDITIONAL TRAINING AND OTHER EDUCATIONAL EXPERIENCES.
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IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
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IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AMY HENDERSON AND BRETT HENDERSON HAVE A FAMILY RELATIONSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 990 IS INITIALLY PREPARED BY AN OUTSIDE ACCOUNTING FIRM. ONCE COMPLETED, THE TREASURER AND THE ACCOUNTANT REVIEW THE 990. TOGETHER THEY ENSURE THE DATA IS ACCURATE. PRIOR TO FILING, THE TREASURER REVIEWS THE 990 WITH THE PRESIDENT AND VICE PRESIDENT AND OBTAINS CONCURRENCE TO FILE THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0764348
IRS990/TotalAssetsEOYAmt0833481
IRS990/TotalAssetsGrp/BOYAmt0764348
IRS990/TotalAssetsGrp/EOYAmt0833481
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt019701
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt015674
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt059436
IRS990/TotalFunctionalExpensesGrp/TotalAmt075110
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0764348
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0833481
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt059436
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt012211
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt031912
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0764348
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0833481
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03420 CLAYTON ROAD EAST
IRS990/USAddress/CityNm0FORT WORTH
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd076116
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0WWW.MONTESSORIADVANCEMENT.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0AMY HENDERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08172491380
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONTESSORI ADVANCEMENT ORGANIZATION
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0812668303
ReturnHeader/Filer/PhoneNum08172491380
ReturnHeader/Filer/USAddress/AddressLine1Txt03420 CLAYTON ROAD EAST
ReturnHeader/Filer/USAddress/CityNm0FORT WORTH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd076116
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0750786316
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WEAVER AND TIDWELL LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02300 N FIELD STE 1000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DALLAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075201
ReturnHeader/PreparerPersonGrp/PhoneNum09724901970
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SARA BURKHART
ReturnHeader/ReturnTs02025-11-17T18:04:22-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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