Civic Intelligence

Phoenix Montessori Academy

990 • Fiscal year 2019 • EIN 83-0397635

Jul 01, 2018 to Jun 30, 2019 • Filed on Feb 02, 2020

Organization ProfileWWW.PHOENIXMONTESSORI.ORG
12340 Mount Holly Huntersville RoadHuntersville, NC 28078

(704) 892-7536

Siviq Scores

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

Liabilities / Assets

89th percentile

0.89x

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

2019 filings • NTEE B • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

74th percentile

0.32x

Higher debt load relative to revenue than 74% of similar nonprofits.

2019 filings • NTEE B • $1M-$5M nonprofits • Source year 2019

Net Margin

29th percentile

-1.5%

Higher net margin than 29% of similar nonprofits.

2019 filings • NTEE B • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

34th percentile

$0

Higher top officer pay than 34% of similar nonprofits.

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

2019 filings • NTEE B • $1M-$5M nonprofits • Source year 2019

Asset Growth

87th percentile

44%

Faster asset growth than 87% of similar nonprofits.

2019 filings • NTEE B • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

52nd percentile

5.0%

Faster revenue growth than 52% of similar nonprofits.

2019 filings • NTEE B • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets89th percentile

Assets

Up

$461,141

Up $140,714 (+44%) from 2018

Net Assets

Down

$49,963

Down $19,513 (-28%) from 2018

Liabilities

Up

$411,178

Up $160,227 (+64%) from 2018

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin29th percentile

Revenue

Up

$1,270,694

Up $60,412 (+5.0%) from 2018

Expenses

Up

$1,290,204

Up $156,243 (+14%) from 2018

Net Income

Down

-$19,510

Down $95,831 (-126%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth87th 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

2019

Assets$461,141
Liabilities$411,178
Net Assets$49,963
Open 2019 Filing

Operations Trend

Revenue Growth52nd percentile

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

2019

Revenue$1,270,694
Expenses$1,290,204
Net Income-$19,510
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Feb 2, 2020
Return Version
2018v3.2
Gross Receipts
$1,270,694
Mission and Program Overview

Mission

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

Providing education for grades kindergarten through twelve grade and childcare for ages six months to fours years

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$282,358$405,985▲ $123,627
Land, Buildings, and Equipment, Net$30,069$47,156▲ $17,087
Total Assets$320,427$461,141▲ $140,714
Other Assets Total$8,000$8,000→ $0
Liabilities
Other Liabilities$118,451$308,678▲ $190,227
Unsecured Notes Loans Payable$132,500$102,500▼ $30,000
Total Liabilities$250,951$411,178▲ $160,227
Net Assets / Fund Balance
Unrestricted Net Assets$69,476$49,963▼ $19,513
Total Net Assets Fund Balance$69,476$49,963▼ $19,513
Total Liabilities and Net Assets / Fund Balance$320,427$461,141▲ $140,714
Compensation and Service Providers
Top Officer Pay34th percentile

Board Members and Trustees

NameTitle
Carole KrugPresident
Densie OwensDirector
Sally RazackDirector
Steve KrepsDirector
India AdamsDirector/hea
Mary LavalleySecretary
Ashley SherrillTreasurer
Don BowenVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$5,415
Program Service Revenue
$1,224,587
Investment Income
$0
Other Revenue
$40,692
All Other Contributions
$5,415
Change in Net Assets
$-19,510
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$728,926
Other Expenses$561,278
Total Fundraising Expense$35,196
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$608,815$67,646-$676,461
Occupancy$212,053$15,928-$227,981
Fees for Services Other$8,234$74,104-$82,338
Payroll Taxes$47,218$5,247-$52,465
All Other Expenses$22,500$6,223-$28,723
Office Expenses$12,609$1,401-$14,010
Other Expenses$33,838-$12,678$12,678
Conferences and Meetings$11,355$1,262-$12,617
Depreciation Depletion$3,096--$3,096
Fees for Services Accounting-$1,018-$1,018
Total Functional Expenses$1,082,179$172,829$35,196$1,290,204
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$32,134
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
United Scripts$16,180$16,180-$16,180
Total Events$16,180$16,180-$16,180
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Prepaid Tuition$308,678
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Phoenix Montessori Academy
EIN
83-0397635
Phone
7048927536
Address
12340 MOUNT HOLLY HUNTERSVILLE ROAD, HUNTERSVILLE, NC 28078

Signing Officer

Name
Ashley Sherrill
Title
Treasurer
Phone
7048927536
Signed
2020-02-02

Organization Details

Principal Officer
India Adams
Formed
2004
Legal Domicile
Nc
Voting Board Members
8
Independent Board Members
8
Employees
20

Preparer

Firm
Ladd Mccall & Associates Cpas Pa
Address
PO BOX 527, HUNTERSVILLE, NC 28070
Preparer
Kandi a Ranson
Phone
7049920061
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“Providing education for grades kindergarten through twelve grade and childcare for ages six months to fours years”

Form 990, Part XI, Line 9

“ROUND -3”

Raw XML Appendix357 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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IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0PHOENIX MONTESSORI ACADEMY FULLY EMBRACES DIVERSITY AS A CORE VALUE. THE SCHOOL DOES NOT DISCRIMINATE AGAINST EMPLOYEES, APPLICANTS OR STUDENTS ON THE BASIS OF RACE, RELIGION, NATIONAL OR ETHNIC ORIGIN IN ITS HIRING PRACTICES OR ADMINISTRATION OF ITS EDUCATIONAL AND ADMISSIONS POLICIES OR ANY SCHOOL-ADMINISTERED PROGRAMS.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1PHOENIX MONTESSORI ACADEMY FULLY EMBRACES DIVERSITY AS A CORE VALUE. THE SCHOOL DOES NOT DISCRIMINATE AGAINST EMPLOYEES, APPLICANTS OR STUDENTS ON THE BASIS OF RACE, RELIGION, NATIONAL OR ETHNIC ORIGIN IN ITS HIRING PRACTICES OR ADMINISTRATION OF ITS EDUCATIONAL AND ADMISSIONS POLICIES OR ANY SCHOOL-ADMINISTERED PROGRAMS.
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt016180
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt016180
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt016180
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt016180
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROVIDING EDUCATION FOR GRADES KINDERGARTEN THROUGH TWELVE GRADE AND CHILDCARE FOR AGES SIX MONTHS TO FOURS YEARS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ROUND -3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0320427
IRS990/TotalAssetsEOYAmt0461141
IRS990/TotalAssetsGrp/BOYAmt0320427
IRS990/TotalAssetsGrp/EOYAmt0461141
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt05415
IRS990/TotalEmployeeCnt020
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt035196
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0172829
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01082179
IRS990/TotalFunctionalExpensesGrp/TotalAmt01290204
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0250951
IRS990/TotalLiabilitiesEOYAmt0411178
IRS990/TotalLiabilitiesGrp/BOYAmt0250951
IRS990/TotalLiabilitiesGrp/EOYAmt0411178
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt069476
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt049963
IRS990/TotalProgramServiceExpensesAmt01082179
IRS990/TotalProgramServiceRevenueAmt01224587
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01233145
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01270694
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0320427
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0461141
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt069476
IRS990/UnrestrictedNetAssetsGrp/EOYAmt049963
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt0132500
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt0102500
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt011242 HERITAGE GREEN
IRS990/USAddress/CityNm0CORNELIUS
IRS990/USAddress/StateAbbreviationCd0NC
IRS990/USAddress/ZIPCd028031
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0WWW.PHOENIXMONTESSORI.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02020-11-19 02:30:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ASHLEY SHERRILL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07048927536
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-02-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHOENIX MONTESSORI ACADEMY
ReturnHeader/Filer/BusinessNameControlTxt0PHOE
ReturnHeader/Filer/EIN0830397635
ReturnHeader/Filer/PhoneNum07048927536
ReturnHeader/Filer/USAddress/AddressLine1Txt012340 MOUNT HOLLY HUNTERSVILLE ROAD
ReturnHeader/Filer/USAddress/CityNm0HUNTERSVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
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ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId05D9444AA47F61C0A7637ECE1D32CB0518B37F64B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId05D9444AA47F61C0A7637ECE1D32CB0518B37F64B
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.57.104.2
ReturnHeader/FilingSecurityInformation/IPDt02020-02-16
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm019:24:51
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0562226954
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LADD MCCALL & ASSOCIATES CPAS PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 527
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HUNTERSVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028070
ReturnHeader/PreparerPersonGrp/PhoneNum07049920061
ReturnHeader/PreparerPersonGrp/PreparationDt02020-02-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KANDI A RANSON
ReturnHeader/ReturnTs02020-02-16T19:24:51-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$461,141
Liabilities
$411,178
Net assets
$49,963
Revenue
$1,270,694
Expenses
$1,290,204
Net income
-$19,510
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