Civic Intelligence

Phoenix Montessori Academy

990 • Fiscal year 2012 • EIN 83-0397635

Jul 01, 2011 to Jun 30, 2012 • Filed on Feb 02, 2013

Organization Profilewww.phoenixmontessori.org
17609 Old Statesville Rd28031
Siviq Scores

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

Liabilities / Assets

97th percentile

1.73x

Higher debt load relative to assets than 97% of similar nonprofits.

2012 filings • NTEE B • $500k-$1M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

13th percentile

-15%

Faster asset growth than 13% of similar nonprofits.

2012 filings • NTEE B • $500k-$1M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets97th percentile

Assets

Down

$145,394

Down $25,549 (-15%) from 2011

Net Assets

Down

-$105,456

Down $11,399 (-12%) from 2011

Liabilities

Down

$250,850

Down $14,150 (-5.3%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$644,039

Down $111,821 (-15%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth13th percentile

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

$30M$20M$10M$0-$10MAssets 2011: $170,943Liabilities 2011: $265,000Net Assets 2011: -$94,0572011Assets 2012: $145,394Liabilities 2012: $250,850Net Assets 2012: -$105,4562012Assets 2013: $147,373Liabilities 2013: $232,100Net Assets 2013: -$84,7272013Assets 2014: $141,772Liabilities 2014: $214,700Net Assets 2014: -$72,9282014Assets 2015: $168,864Liabilities 2015: $0Net Assets 2015: $168,8642015Assets 2016: $224,764Liabilities 2016: $0Net Assets 2016: $224,7642016Assets 2017: $332,471Liabilities 2017: $339,318Net Assets 2017: -$6,8472017Assets 2018: $320,427Liabilities 2018: $250,951Net Assets 2018: $69,4762018Assets 2019: $461,141Liabilities 2019: $411,178Net Assets 2019: $49,9632019Assets 2020: $337,236Liabilities 2020: $118,075Net Assets 2020: $219,1612020Assets 2021: $490,227Liabilities 2021: $315,840Net Assets 2021: $174,3872021Assets 2022: $838,571Liabilities 2022: $551,358Net Assets 2022: $287,2132022Assets 2023: $1,356,239Liabilities 2023: $739,544Net Assets 2023: $616,6952023Assets 2024: $1,203,760Liabilities 2024: $524,032Net Assets 2024: $679,7282024Assets 2025: $24,051,804Liabilities 2025: $23,063,068Net Assets 2025: $988,7362025

Highlighted filing

2012

Assets$145,394
Liabilities$250,850
Net Assets-$105,456
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $688,018Expenses 2011: $755,860Net Income 2011: -$67,8422011Expenses 2012: $644,0392012Revenue 2013: $731,205Expenses 2013: $710,476Net Income 2013: $20,7292013Revenue 2014: $681,816Expenses 2014: $670,017Net Income 2014: $11,7992014Revenue 2015: $872,304Expenses 2015: $630,511Net Income 2015: $241,7932015Revenue 2016: $696,515Expenses 2016: $640,617Net Income 2016: $55,8982016Revenue 2017: $866,366Expenses 2017: $897,977Net Income 2017: -$31,6112017Revenue 2018: $1,210,282Expenses 2018: $1,133,961Net Income 2018: $76,3212018Revenue 2019: $1,270,694Expenses 2019: $1,290,204Net Income 2019: -$19,5102019Revenue 2020: $1,611,317Expenses 2020: $1,442,123Net Income 2020: $169,1942020Revenue 2021: $1,323,002Expenses 2021: $1,367,772Net Income 2021: -$44,7702021Revenue 2022: $2,065,555Expenses 2022: $1,952,729Net Income 2022: $112,8262022Revenue 2023: $2,776,987Expenses 2023: $2,386,004Net Income 2023: $390,9832023Revenue 2024: $3,400,154Expenses 2024: $3,337,121Net Income 2024: $63,0332024Revenue 2025: $3,625,456Expenses 2025: $3,316,448Net Income 2025: $309,0082025

Highlighted filing

2012

Revenue-
Expenses$644,039
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
Feb 2, 2013
Return Version
2011v1.5
Gross Receipts
$632,640
Mission and Program Overview

Mission

Providing education for grades kindergarten through twelfth grade and childcare for ages six months to four years.

Filing and Contact Details

Filer

EIN
83-0397635
Raw XML Appendix326 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
IRS990/AccountantCompileOrReview0false
IRS990/ActivitiesConductedPartnership0false
IRS990/ActivityOrMissionDescription0PROVIDING EDUCATION FOR GRADES KINDERGARTEN THROUGH EIGHTH GRADE AND CHILDCARE FOR AGES SIX MONTHS TO FOURS YEARS
IRS990/ActivityOther/Description0PROVIDING EDUCATION FOR GRADES KINDERGARTEN THROUGH EIGHTH GRADE AND CHILDCARE FOR AGES SIX MONTHS TO FOURS YEARS
IRS990/AllOtherContributions03761
IRS990/AllOtherExpenses/ManagementAndGeneral06397
IRS990/AllOtherExpenses/ProgramServices08035
IRS990/AllOtherExpenses/Total014432
IRS990/BenefitsPaidToMembersCY00
IRS990/BsnssRltnshpThruFamilyMember0false
IRS990/BsnssRltnshpWithOrganization0false
IRS990/CashNonInterestBearing/BOY021415
IRS990/CashNonInterestBearing/EOY04158
IRS990/ChangesToOrganizingDocs0false
IRS990/CollectionsOfArt0false
IRS990/CompensationFromOtherSources0false
IRS990/CompensationProcessCEO0false
IRS990/CompensationProcessOther0false
IRS990/ConferencesMeetings/ManagementAndGeneral0807
IRS990/ConferencesMeetings/Total0807
IRS990/ConflictOfInterestPolicy0false
IRS990/ConservationEasements0false
IRS990/ConsolidatedAuditFinancialStmt0false
IRS990/ContributionsGrantsCurrentYear046460
IRS990/ContributionsGrantsPriorYear031668
IRS990/CreditCounseling0false
IRS990/DecisionsSubjectToApproval0false
IRS990/DeductibleContributionsOfArt0false
IRS990/DeductibleNonCashContributions0false
IRS990/DelegationOfManagementDuties0false
IRS990/DepreciationDepletion/ProgramServices08292
IRS990/DepreciationDepletion/Total08292
IRS990/DescribedIn501C30true
IRS990/Description0PROVIDING EDUCATION FOR GRADES KINDERGARTEN THROUGH EIGHTH GRADE AND CHILDCARE FOR AGES SIX MONTHS TO FOURS YEARS
IRS990/DisregardedEntity0false
IRS990/DocumentRetentionPolicy0false
IRS990/DonorAdvisedFunds0false
IRS990/ElectionOfBoardMembers0false
IRS990/EmploymentTaxReturnsFiled0true
IRS990/ExcessBenefitTransaction0false
IRS990/Expense0607035
IRS990/FamilyOrBusinessRelationship0false
IRS990/FeesForServicesAccounting/ManagementAndGeneral02124
IRS990/FeesForServicesAccounting/Total02124
IRS990/FollowSFAS1170X
IRS990/ForeignActivities0false
IRS990/ForeignFinancialAccount0false
IRS990/ForeignOffice0false
IRS990/Form990PartVIISectionA/AverageHoursPerWeek040.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek110.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek25.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek35.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek415.00
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector0X
IRS990/Form990PartVIISectionA/NamePerson0INDIA ADAMS
IRS990/Form990PartVIISectionA/NamePerson1JUSTIN ANOVICK
IRS990/Form990PartVIISectionA/NamePerson2MYRLE HASER
IRS990/Form990PartVIISectionA/NamePerson3LORI SCHNEIDER
IRS990/Form990PartVIISectionA/NamePerson4ASHLEY SHERRILL
IRS990/Form990PartVIISectionA/Officer0X
IRS990/Form990PartVIISectionA/Officer1X
IRS990/Form990PartVIISectionA/Officer2X
IRS990/Form990PartVIISectionA/Officer3X
IRS990/Form990PartVIISectionA/OtherCompensation00
IRS990/Form990PartVIISectionA/OtherCompensation10
IRS990/Form990PartVIISectionA/OtherCompensation20
IRS990/Form990PartVIISectionA/OtherCompensation30
IRS990/Form990PartVIISectionA/OtherCompensation40
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization063000
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization10
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization20
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization30
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization40
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs00
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs10
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs20
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs30
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs40
IRS990/Form990PartVIISectionA/Title0DIRECTOR
IRS990/Form990PartVIISectionA/Title1PRESIDENT
IRS990/Form990PartVIISectionA/Title2VICE PRES
IRS990/Form990PartVIISectionA/Title3TREASURER
IRS990/Form990PartVIISectionA/Title4SECRETARY
IRS990/Form990ProvidedToGoverningBody0false
IRS990/FormersListed0false
IRS990/FSAudited0false
IRS990/FundraisingActivities0true
IRS990/FundraisingEvents019281
IRS990/Gaming0false
IRS990/GovernmentGrants023418
IRS990/GrantsAndSimilarAmntsCY00
IRS990/GrantsToIndividuals0false
IRS990/GrantsToOrganizations0false
IRS990/GrantToRelatedPerson0false
IRS990/GrossReceipts0632640
IRS990/GroupReturnForAffiliates0false
IRS990/Hospital0false
IRS990/IndependentAuditFinancialStmt0false
IRS990/IndoorTanningServices0false
IRS990/InfoInScheduleOPartIII0X
IRS990/Interest/ManagementAndGeneral01625
IRS990/Interest/Total01625
IRS990/InvestmentIncomeCurrentYear00
IRS990/InvestmentInJointVenture0false
IRS990/LandBldgEquipmentAccumDeprec037571
IRS990/LandBuildingsEquipmentBasis0178807
IRS990/LandBuildingsEquipmentBasisNet/BOY0149528
IRS990/LandBuildingsEquipmentBasisNet/EOY0141236
IRS990/LoanToOfficerOrDQP0false
IRS990/LobbyingActivities0false
IRS990/LocalChapters0false
IRS990/MaterialDiversionOrMisuse0false
IRS990/MembersOrStockholders0false
IRS990/MethodOfAccountingCash0X
IRS990/MinutesOfCommittees0true
IRS990/MinutesOfGoverningBody0true
IRS990/MissionDescription0PROVIDING EDUCATION FOR GRADES KINDERGARTEN THROUGH EIGHTH GRADE AND CHILDCARE FOR AGES SIX MONTHS TO FOURS YEARS
IRS990/MoreThan5000KToIndividuals0false
IRS990/MoreThan5000KToOrganizations0false
IRS990/NbrIndependentVotingMembers05
IRS990/NbrVotingGoverningBodyMembers05
IRS990/NbrVotingMembersGoverningBody05
IRS990/NetAssetsOrFundBalancesBOY0-94057
IRS990/NetAssetsOrFundBalancesEOY0-105456
IRS990/NonDeductibleContributions0false
IRS990/NumberFormsTransmittedWith109600
IRS990/NumberIndependentVotingMembers05
IRS990/NumberOfEmployees020
IRS990/NumberW2GIncluded00
IRS990/Occupancy/ProgramServices0120969
IRS990/Occupancy/Total0120969
IRS990/OfficerEntityWithBsnssRltnshp0false
IRS990/OfficerMailingAddress0false
IRS990/Organization501c30X
IRS990/OtherEmployeeBenefits/ProgramServices022805
IRS990/OtherEmployeeBenefits/Total022805
IRS990/OtherExpensePriorYear0325909
IRS990/OtherExpensesCurrentYear0221094
IRS990/OtherExpenses/Description0CLASSROOM EXPENSES
IRS990/OtherExpenses/Description1INSURANCE
IRS990/OtherExpenses/Description2FUNDRAISING EXPENSES
IRS990/OtherExpenses/Description3OFFICE EXPENSE
IRS990/OtherExpenses/Fundraising014442
IRS990/OtherExpenses/ManagementAndGeneral011609
IRS990/OtherExpenses/ProgramServices031901
IRS990/OtherExpenses/ProgramServices114893
IRS990/OtherExpenses/Total031901
IRS990/OtherExpenses/Total114893
IRS990/OtherExpenses/Total214442
IRS990/OtherExpenses/Total311609
IRS990/OtherLiabilities/BOY0265000
IRS990/OtherLiabilities/EOY0250850
IRS990/OtherRevenueCurrentYear015254
IRS990/OtherRevenueMisc/Description0MISC/REIMBURSED EXPENSES
IRS990/OtherRevenueMisc/RelatedOrExemptFunctionIncome015254
IRS990/OtherRevenueMisc/TotalRevenueColumn015254
IRS990/OtherRevenuePriorYear011132
IRS990/OtherSalariesAndWages/ProgramServices0366408
IRS990/OtherSalariesAndWages/Total0366408
IRS990/PartialLiquidation0false
IRS990/PayrollTaxes/ProgramServices033732
IRS990/PayrollTaxes/Total033732
IRS990/PoliticalActivities0false
IRS990/PriorExcessBenefitTransaction0false
IRS990/ProfessionalFundraising0false
IRS990/ProgramServiceRevenueCY0570926
IRS990/ProgramServiceRevenue/Description0TUITION AND FEES INCOME
IRS990/ProgramServiceRevenuePriorYear0645218
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome0570926
IRS990/ProgramServiceRevenue/TotalRevenueColumn0570926
IRS990/ProhibitedTaxShelterTrans0false
IRS990/ReconcilationRevenueExpenses0-11399
IRS990/RelatedEntity0false
IRS990/RelatedOrgControlledEntity0false
IRS990/ReportFin48Footnote0false
IRS990/ReportInvestOthSecurities0false
IRS990/ReportLandBldgEquip0true
IRS990/ReportOtherAssets0false
IRS990/ReportOtherLiabilities0true
IRS990/ReportProgRelInvest0false
IRS990/RevenuesLessExpensesCY0-11399
IRS990/RevenuesLessExpensesPriorYear0-67842
IRS990/SalariesEtcCurrentYear0422945
IRS990/SalariesEtcPriorYear0429951
IRS990ScheduleA/School170b1Aii0X
IRS990/ScheduleBRequired0false
IRS990ScheduleD/AgentTrusteeEtc0false
IRS990ScheduleD/AreRelatedOrgsListedScheduleR0false
IRS990ScheduleD/Buildings/BookValue0140658
IRS990ScheduleD/Buildings/OtherCostOrOtherBasis0140658
IRS990ScheduleD/DisclosedForCharitablePurposes0false
IRS990ScheduleD/DisclosedOrgsLegalControl0false
IRS990ScheduleD/EndowmentsHeldByRelatedOrgs0false
IRS990ScheduleD/EndowmentsHeldByUnrelatedOrgs0false
IRS990ScheduleD/IncludedOnFS0false
IRS990ScheduleD/OtherLiabilities/Amount0250000
IRS990ScheduleD/OtherLiabilities/Amount1850
IRS990ScheduleD/OtherLiabilities/Description0MAYES ROAD LOAN
IRS990ScheduleD/OtherLiabilities/Description1PAYROLL LIABILITIIES
IRS990ScheduleD/Sect170hRequirementsSatisfied0false
IRS990ScheduleD/SolicitedAssetsForSale0false
IRS990ScheduleD/TotalOfAmounts0250850
IRS990ScheduleD/TotalOfBookValueLandBuildings0140658
IRS990ScheduleD/WrittenPolicyMonitoring0false
IRS990ScheduleE/ComplianceWithRevProc75500true
IRS990ScheduleE/DiscriminateRaceAdmissPolicies0false
IRS990ScheduleE/DiscriminateRaceAthleticProg0false
IRS990ScheduleE/DiscriminateRaceEducPolicies0false
IRS990ScheduleE/DiscriminateRaceEmplmnFaculty0false
IRS990ScheduleE/DiscriminateRaceOtherActy0false
IRS990ScheduleE/DiscriminateRaceScholarships0false
IRS990ScheduleE/DiscriminateRaceStudentsRights0false
IRS990ScheduleE/DiscriminateRaceUseOfFclts0false
IRS990ScheduleE/Form990ScheduleEPartII/Explanation0SCHOOLADMINISTERED PROGRAMS
IRS990ScheduleE/Form990ScheduleEPartII/Explanation1ITS EDUCATIONAL AND ADMISSIONS POLICIES OR ANY SCHOOLADMINISTERED PROGRAMS
IRS990ScheduleE/Form990ScheduleEPartII/Identifier0PUBLICATION OF NONDISCRIMINATORY POLICY IN MEDIA EXPLANATION
IRS990ScheduleE/Form990ScheduleEPartII/Identifier1DISCRIMINATION BY RACE EXPLANATION
IRS990ScheduleE/Form990ScheduleEPartII/ReturnReference0SCHEDULE E LINE 3
IRS990ScheduleE/Form990ScheduleEPartII/ReturnReference1SCHEDULE E LINE 5
IRS990ScheduleE/GovernmentFinancialAidReceived0false
IRS990ScheduleE/GovernmentFinancialAidRevoked0false
IRS990ScheduleE/MaintCopiesOfAllSolicitations0true
IRS990ScheduleE/MaintCopiesOfBrochuresEtc0true
IRS990ScheduleE/MaintRacialCompositionRecords0true
IRS990ScheduleE/MaintScholarshipsRecords0true
IRS990ScheduleE/NondiscriminatoryPolicyStmt0true
IRS990ScheduleE/PolicyPublViaBroadcastMedia0true
IRS990ScheduleE/PolicyStatementInBrochuresEtc0true
IRS990ScheduleG/EventsInformation/CharitableContributionsEvent1019281
IRS990ScheduleG/EventsInformation/CharitableContributionsTotal019281
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent1019281
IRS990ScheduleG/EventsInformation/GrossReceiptsTotal019281
IRS990ScheduleG/EventsInformation/NameOfEvent10990PTVIII1C
IRS990/ScheduleJRequired0false
IRS990ScheduleO/GeneralExplanation/Explanation0PROVIDING EDUCATION FOR GRADES KINDERGARTEN THROUGH EIGHTH GRADE AND CHILDCARE FOR AGES SIX MONTHS TO FOURS YEARS
IRS990ScheduleO/GeneralExplanation/Explanation1NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/GeneralExplanation/Explanation2NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/GeneralExplanation/Identifier0ALL OTHER ACCOMPLISHMENT DESCRIPTION
IRS990ScheduleO/GeneralExplanation/Identifier1ORGANIZATION'S PROCESS USED TO REVIEW FORM 990
IRS990ScheduleO/GeneralExplanation/Identifier2GOVERNING DOCUMENTS DISCLOSURE EXPLANATION
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PAGE 6, PART VI, LINE 19
IRS990/ScheduleORequired0false
IRS990/School0true
IRS990/SignificantChange0false
IRS990/SignificantNewProgramServices0false
IRS990/StateLegalDomicile0NC
IRS990/SubjectToProxyTax0false
IRS990/TaxablePartyNotification0false
IRS990/TaxExemptBonds0false
IRS990/Terminated0false
IRS990/TermOrPermanentEndowments0false
IRS990/TheBooksAreInCareOf/AddressUS/AddressLine107524 HENDERSON PARK ROAD
IRS990/TheBooksAreInCareOf/AddressUS/City0HUNTERSVILLE
IRS990/TheBooksAreInCareOf/AddressUS/State0NC
IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode028078
IRS990/TheBooksAreInCareOf/NamePerson0TIM BADOUR
IRS990/TheBooksAreInCareOf/TelephoneNumber07043870579
IRS990/TotalAssets/BOY0170943
IRS990/TotalAssetsBOY0170943
IRS990/TotalAssets/EOY0145394
IRS990/TotalAssetsEOY0145394
IRS990/TotalCompGT150K0false
IRS990/TotalContributions046460
IRS990/TotalExpensesCurrentYear0644039
IRS990/TotalExpensesPriorYear0755860
IRS990/TotalFunctionalExpenses/Fundraising014442
IRS990/TotalFunctionalExpenses/ManagementAndGeneral022562
IRS990/TotalFunctionalExpenses/ProgramServices0607035
IRS990/TotalFunctionalExpenses/Total0644039
IRS990/TotalFundrsngExpCurrentYear014442
IRS990/TotalGrossUBI00
IRS990/TotalLiabilities/BOY0265000
IRS990/TotalLiabilitiesBOY0265000
IRS990/TotalLiabilities/EOY0250850
IRS990/TotalLiabilitiesEOY0250850
IRS990/TotalLiabNetAssetsFundBalances/BOY0170943
IRS990/TotalLiabNetAssetsFundBalances/EOY0145394
IRS990/TotalNbrEmployees020
IRS990/TotalNetAssetsFundBalances/BOY0-94057
IRS990/TotalNetAssetsFundBalances/EOY0-105456
IRS990/TotalOtherRevenue015254
IRS990/TotalProfFundrsngExpCY00
IRS990/TotalProgramServiceExpense0607035
IRS990/TotalProgramServiceRevenue0570926
IRS990/TotalReportableCompFromOrg063000
IRS990/TotalRevenueCurrentYear0632640
IRS990/TotalRevenuePriorYear0688018
IRS990/TotalRevenue/RelatedOrExemptFunctionIncome0586180
IRS990/TotalRevenue/TotalRevenueColumn0632640
IRS990/TransactionRelatedEntity0false
IRS990/TransfersToExemptNonChrtblOrg0false
IRS990/TypeOfOrganizationCorporation0X
IRS990/UnrelatedBusinessIncome0false
IRS990/UnrestrictedNetAssets/BOY0-94057
IRS990/UnrestrictedNetAssets/EOY0-105456
IRS990/WebSite0WWW.PHOENIXMONTESSORI.ORG
IRS990/WhistleblowerPolicy0false
IRS990/YearFormation02004
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/Filer/EIN0830397635
ReturnHeader/Filer/Name/BusinessNameLine10PHOENIX MONTESSORI ACADEMY
ReturnHeader/Filer/NameControl0PHOE
ReturnHeader/Filer/Phone07048927536
ReturnHeader/Filer/USAddress/AddressLine1017609 OLD STATESVILLE RD
ReturnHeader/Filer/USAddress/City0CORNELIUS
ReturnHeader/Filer/USAddress/State0NC
ReturnHeader/Filer/USAddress/ZIPCode028031
ReturnHeader/Officer/DateSigned02013-02-02
ReturnHeader/Officer/Name0INDIA ADAMS
ReturnHeader/Officer/Phone07048927536
ReturnHeader/Officer/Title0DIRECTOR
ReturnHeader/Preparer/DatePrepared02013-02-02
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10LADD MCCALL & ASSOCIATES CPAS PA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10PO BOX 527
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0HUNTERSVILLE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0NC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode028070
ReturnHeader/Preparer/Name0KANDI A RANSON
ReturnHeader/Preparer/Phone07049920061
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02011-07-01
ReturnHeader/TaxPeriodEndDate02012-06-30
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02013-02-14T14:21:38-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$145,394
Liabilities
$250,850
Net assets
-$105,456
Revenue
-
Expenses
$644,039
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$24.1$23.1$0.99$3.63$3.32$0.31
2024Detailed filing. Detailed filing data is available for this year.$1.20$0.52$0.68$3.40$3.34$0.06
2023Detailed filing. Detailed filing data is available for this year.$1.36$0.74$0.62$2.78$2.39$0.39
2022Detailed filing. Detailed filing data is available for this year.$0.84$0.55$0.29$2.07$1.95$0.11
2021Detailed filing. Detailed filing data is available for this year.$0.49$0.32$0.17$1.32$1.37$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.34$0.12$0.22$1.61$1.44$0.17
2019Detailed filing. Detailed filing data is available for this year.$0.46$0.41$0.05$1.27$1.29$0.02
2018Summary only. Only limited summary data is available for this year.$0.32$0.25$0.07$1.21$1.13$0.08
2017Summary only. Only limited summary data is available for this year.$0.33$0.34$0.01$0.87$0.90$0.03
2016Summary only. Only limited summary data is available for this year.$0.22$0.00$0.22$0.70$0.64$0.06
2015Summary only. Only limited summary data is available for this year.$0.17$0.00$0.17$0.87$0.63$0.24
2014Summary only. Only limited summary data is available for this year.$0.14$0.21$0.07$0.68$0.67$0.01
2013Summary only. Only limited summary data is available for this year.$0.15$0.23$0.08$0.73$0.71$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.15$0.25$0.11$0.64
2011Summary only. Only limited summary data is available for this year.$0.17$0.27$0.09$0.69$0.76$0.07