Civic Intelligence

Heartwood Az Inc

EIN 82-2411118 • 501(c)3 • Mesa, AZ

Pub. 78 Eligible

Profile

The mission of heartwood az is to nuture a culturally diverse community of students in grades k-12 by providing access to all families seeking an authentic ami montessori program for the benefit of all children, by cultivating their natural capacities, capabilities, and talents to become lifelong learners, thinkers, creators, and civic leaders.

207 North Mesa DriveMesa, AZ 85201

www.heartwoodaz.org

Siviq Scores

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

Liabilities / Assets

91st percentile

0.83x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

89th percentile

1.07x

Higher debt load relative to revenue than 89% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

30th percentile

-4.2%

Higher net margin than 30% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

62nd percentile

$89,896

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 3.3% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

98th percentile

330%

Faster asset growth than 98% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

84th percentile

53%

Faster revenue growth than 84% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets91st percentile

Assets

Up

$3,499,416

Up $2,685,213 (+330%) from 2023

Liabilities

Up

$2,904,698

Up $2,815,537 (+3158%) from 2023

Net Assets

Down

$594,718

Down $130,324 (-18%) from 2023

Operations
Liabilities / Revenue89th percentileNet Margin30th percentile

Revenue

Up

$2,713,057

Up $935,445 (+53%) from 2023

Expenses

Up

$2,827,176

Up $1,611,618 (+133%) from 2023

Net Income

Down

-$114,119

Down $676,173 (-120%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth98th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2020: $99,898Liabilities 2020: $92,944Net Assets 2020: $6,9542020Assets 2021: $188,272Liabilities 2021: $136,660Net Assets 2021: $51,6122021Assets 2022: $201,873Liabilities 2022: $38,885Net Assets 2022: $162,9882022Assets 2023: $814,203Liabilities 2023: $89,161Net Assets 2023: $725,0422023Assets 2024: $3,499,416Liabilities 2024: $2,904,698Net Assets 2024: $594,7182024

Highlighted filing

2024

Assets$3,499,416
Liabilities$2,904,698
Net Assets$594,718
Open 2024 Filing

Operations Trend

Revenue Growth84th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2020: $786,348Expenses 2020: $731,211Net Income 2020: $55,1372020Revenue 2021: $466,416Expenses 2021: $421,791Net Income 2021: $44,6252021Revenue 2022: $663,784Expenses 2022: $553,408Net Income 2022: $110,3762022Revenue 2023: $1,777,612Expenses 2023: $1,215,558Net Income 2023: $562,0542023Revenue 2024: $2,713,057Expenses 2024: $2,827,176Net Income 2024: -$114,1192024

Highlighted filing

2024

Revenue$2,713,057
Expenses$2,827,176
Net Income-$114,119
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$3,499,416
Liabilities
$2,904,698
Net assets
$594,718
Revenue
$2,713,057
Expenses
$2,827,176
Net income
-$114,119
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.50$2.90$0.59$2.71$2.83$0.11
2023Detailed filing. Detailed filing data is available for this year.$0.81$0.09$0.73$1.78$1.22$0.56
2022Detailed filing. Detailed filing data is available for this year.$0.20$0.04$0.16$0.66$0.55$0.11
2021Detailed filing. Detailed filing data is available for this year.$0.19$0.14$0.05$0.47$0.42$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.10$0.09$0.01$0.79$0.73$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 14, 2025
Return Version
2023v6.0
Gross Receipts
$2,713,057
Mission and Program Overview

Mission

The mission of heartwood az is to nuture a culturally diverse community of students in grades k-12 by providing access to all families seeking an authentic ami montessori program for the benefit of all children, by cultivating their natural capacities, capabilities, and talents to become lifelong learners, thinkers, creators, and civic leaders.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$238,939$708,964▲ $470,025
Cash and Non-Interest-Bearing Accounts$361,001$139,023▼ $221,978
Savings and Temporary Cash Investments-$90,000-
Other Notes and Loans Receivable, Net$134,483$64,483▼ $70,000
Accounts Receivable$62,780--
Loans From Officers Directors-$40,000-
Pledges and Grants Receivable-$25,780-
Prepaid Expenses and Deferred Charges-$1,718-
Total Assets$814,203$3,499,416▲ $2,685,213
Other Assets Total$17,000$2,469,448▲ $2,452,448
Liabilities
Other Liabilities-$2,481,208-
Deferred Revenue-$147,833-
Unsecured Notes Loans Payable-$123,014-
Accounts Payable and Accrued Expenses$58,898$90,967▲ $32,069
Mortgage Notes Payable Secured by Investment Property$30,263$21,676▼ $8,587
Total Liabilities$89,161$2,904,698▲ $2,815,537
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$725,042$584,718▼ $140,324
Net Assets With Donor Restrictions-$10,000-
Total Net Assets Fund Balance$725,042$594,718▼ $130,324
Total Liabilities and Net Assets / Fund Balance$814,203$3,499,416▲ $2,685,213

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$644,905$72,077$716,982
Equipment$64,059$36,036$100,095
Other Assets Org$10,000--
Compensation and Service Providers
Top Officer Pay62nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sherri SampsonPres./executPT$88,846$1,050$89,896
Karyn SmithSecretaryPT$8,638-$8,638

Board Members and Trustees

NameTitle
Andrew WoodwardMember
Gibson MckayMember
Tina BeattieMember

Highest Paid Contractors

ContractorServicesLocationCompensation
Bjerk BuildersContractor1383 N TECH BLVD, SUITE 101, Gilbert, AZ 85233$357,479
Tiempo INCFacility Lease1008 E BUCKEYE RD, SUITE 100, Phoenix, AZ 85034$292,379
Revenue and Support

Revenue Composition

Contributions and Grants
$2,439,687
Program Service Revenue
$273,254
Investment Income
$116
Other Revenue
$0
All Other Contributions
$349,706
Change in Net Assets
$-114,119

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table1$58,800Fair Value
Total Noncash Contributions1$58,800-

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,713,057
Total Revenue per Audited Statements
$2,713,057
Total Revenue per Form 990
$2,713,057
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,579,807
Other Expenses$1,247,369
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,226,812$60,008-$1,286,820
Occupancy$362,437--$362,437
Fees for Services Other$342,539$5,459-$347,998
Office Expenses$317,806$4,864-$322,670
Payroll Taxes$99,628$5,610-$105,238
Current Officers, Directors, Trustees, and Key Employees$75,519$21,965-$97,484
Depreciation Depletion$87,523$1,786-$89,309
Other Employee Benefits$79,548$2,705-$82,253
Advertising$31,912$6,088-$38,000
Fees for Services Accounting-$26,225-$26,225
Travel$21,320--$21,320
Insurance$14,293$291-$14,584
Information Technology$13,845$355-$14,200
Interest$1$10,625-$10,626
Pension Plan Contributions$7,531$481-$8,012
Total Functional Expenses$2,680,714$146,462$0$2,827,176

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,827,176
Total Expenses per Audited Statements$2,827,176
Total Expenses per Form 990$2,827,176
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
Loans from Officers, Directors, Trustees, and Key Employees-$40,000-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Lease Liabilities$2,481,208
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
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, Page 6, Part VI, Line 11B

“The form 990 will be circulated to all governing board members for review and comment prior to filing.”

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

“All potential conflicts of interest are reviewed by the governing board.”

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

“The compensation of all top management officials are reviewed and approved by the governing board.”

Form 990, Page 6, Part VI, Line 19

“The school's governing documents are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Heartwood Az Inc
EIN
82-2411118
Phone
4805990137
Address
207 NORTH MESA DRIVE, MESA, AZ 85201
Doing Business As
Heartwood Montessori

Signing Officer

Name
Sherri Sampson
Title
Pres./executive Director
Phone
4805990137
Signed
2025-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sherri Sampson
Formed
2017
Legal Domicile
Az
Voting Board Members
5
Independent Board Members
4
Employees
40

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 - ORGANIZATION'S MISSION

“The mission of heartwood az is to nuture a culturally diverse community of students in grades k-12 by providing access to all families seeking an authentic ami montessori program for the benefit of all children, by cultivating their natural capacities, capabilities, and talents to become lifelong learners, thinkers, creators, and civic leaders.”

Form 990, Page 2, Part III, Line 2

“Charter school serving grades k-10.”

Form 990, Part IX, Line 11G

“342,539 5,459 0”

Raw XML AppendixShowing 400 of 456 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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IRS990/PayrollTaxesGrp/TotalAmt0105238
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0481
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt07531
IRS990/PensionPlanContributionsGrp/TotalAmt08012
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt025780
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01718
IRS990/PrincipalOfficerNm0SHERRI SAMPSON
IRS990/PriorPeriodAdjustmentsAmt0-16205
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/Desc0TUITION
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0273254
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0273254
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt01268508
IRS990/PYExcessBenefitTransInd0false
IRS990/PYOtherExpensesAmt0702802
IRS990/PYProgramServiceRevenueAmt0509104
IRS990/PYRevenuesLessExpensesAmt0562054
IRS990/PYSalariesCompEmpBnftPaidAmt0512756
IRS990/PYTotalExpensesAmt01215558
IRS990/PYTotalRevenueAmt01777612
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-114119
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0273254
IRS990/SavingsAndTempCashInvstGrp/EOYAmt090000
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/EquipmentGrp/BookValueAmt064059
IRS990ScheduleD/EquipmentGrp/DepreciationAmt036036
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0100095
IRS990ScheduleD/ExpensesSubtotalAmt02827176
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0644905
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt072077
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0716982
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt02442448
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt117000
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt210000
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0OPERATING LEASE RIGHT-OF-USE ASSETS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1SECURITY DEPOSIT
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2CONTRIBUTIONS RECEIVABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02481208
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0OPERATING LEASE LIABILITIES
IRS990ScheduleD/RevenueSubtotalAmt02713057
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0708964
IRS990ScheduleD/TotalBookValueOtherAssetsAmt02469448
IRS990ScheduleD/TotalExpensesPerForm990Amt02827176
IRS990ScheduleD/TotalLiabilityAmt02481208
IRS990ScheduleD/TotalRevenuePerForm990Amt02713057
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02713057
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02827176
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/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE SCHOOL'S RACIALLY NONDISCRIMINATORY POLICY IS POSTED ON IT'S WEBSITE.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION RECEIVED STATE EQUALIZATION ASSISTANCE, CLASSROOM SITE FUNDS, AND INSTRUCTIONAL IMPROVEMENT FUNDS FROM THE STATE OF ARIZONA BASED ON THE NUMBER OF STUDENTS ENROLLED AND ATTENDING THE SCHOOL. IN ADDITION, THE ORGANIZATION RECEIVED STATE AND FEDERAL GRANTS. THESE FUNDS WERE USED IN ACCORDANCE WITH THE REQUIREMENTS SET FORTH BY THE STATE OF ARIZONA AND THE FEDERAL GOVERNMENT.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, LINE 6
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt040000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd0true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0OPERATING
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt040000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0ANDY WOODWARD
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0BOARD MEMBER
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd0true
IRS990ScheduleL/TotalBalanceDueAmt040000
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt01
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc0FACILITY IMPROV
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt0FAIR VALUE
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd0X
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt058800
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0false
IRS990ScheduleM/ThirdPartiesUsedInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE MISSION OF HEARTWOOD AZ IS TO NUTURE A CULTURALLY DIVERSE COMMUNITY OF STUDENTS IN GRADES K-12 BY PROVIDING ACCESS TO ALL FAMILIES SEEKING AN AUTHENTIC AMI MONTESSORI PROGRAM FOR THE BENEFIT OF ALL CHILDREN, BY CULTIVATING THEIR NATURAL CAPACITIES, CAPABILITIES, AND TALENTS TO BECOME LIFELONG LEARNERS, THINKERS, CREATORS, AND CIVIC LEADERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CHARTER SCHOOL SERVING GRADES K-10.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990 WILL BE CIRCULATED TO ALL GOVERNING BOARD MEMBERS FOR REVIEW AND COMMENT PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL POTENTIAL CONFLICTS OF INTEREST ARE REVIEWED BY THE GOVERNING BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE COMPENSATION OF ALL TOP MANAGEMENT OFFICIALS ARE REVIEWED AND APPROVED BY THE GOVERNING BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE SCHOOL'S GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6342,539 5,459 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, 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 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART IX, LINE 11G
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SOUTHWEST INSTITUTE OF MONTESSORI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine2Txt0STUDIES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0275014341
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0AZ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0EDUCATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt02
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0305 E MAIN ST SUITE 200
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0MESA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0AZ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd085201
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0true
IRS990ScheduleR/PaidEmployeesSharingInd0true
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0true
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0true
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0814203
IRS990/TotalAssetsEOYAmt03499416
IRS990/TotalAssetsGrp/BOYAmt0814203
IRS990/TotalAssetsGrp/EOYAmt03499416
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt02439687
IRS990/TotalEmployeeCnt040
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0146462
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02680714
IRS990/TotalFunctionalExpensesGrp/TotalAmt02827176
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt089161
IRS990/TotalLiabilitiesEOYAmt02904698
IRS990/TotalLiabilitiesGrp/BOYAmt089161

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