Civic Intelligence

Phoenix Montessori Academy

990 • Fiscal year 2024 • EIN 83-0397635

Jul 01, 2023 to Jun 30, 2024 • Filed on Feb 13, 2025

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

76th percentile

0.44x

Higher debt load relative to assets than 76% of similar nonprofits.

2024 filings • NTEE B • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

63rd percentile

0.15x

Higher debt load relative to revenue than 63% of similar nonprofits.

2024 filings • NTEE B • $1M-$5M nonprofits • Source year 2024

Net Margin

45th percentile

1.9%

Higher net margin than 45% of similar nonprofits.

2024 filings • NTEE B • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

71st percentile

$118,442

Higher top officer pay than 71% of similar nonprofits.

Top officer pay equals 3.5% of source-year revenue.

2024 filings • NTEE B • $1M-$5M nonprofits • Source year 2024

Asset Growth

17th percentile

-11%

Faster asset growth than 17% of similar nonprofits.

2024 filings • NTEE B • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

67th percentile

22%

Faster revenue growth than 67% of similar nonprofits.

2024 filings • NTEE B • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Down

$1,203,760

Down $152,479 (-11%) from 2023

Net Assets

Up

$679,728

Up $63,033 (+10%) from 2023

Liabilities

Down

$524,032

Down $215,512 (-29%) from 2023

Revenue

Up

$3,400,154

Up $623,167 (+22%) from 2023

Expenses

Up

$3,337,121

Up $951,117 (+40%) from 2023

Net Income

Down

$63,033

Down $327,950 (-84%) from 2023

Historical Trend

Balance Sheet Trend

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

2024

Assets$1,203,760
Liabilities$524,032
Net Assets$679,728

Operations Trend

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

2024

Revenue$3,400,154
Expenses$3,337,121
Net Income$63,033
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Feb 13, 2025
Return Version
2023v6.0
Gross Receipts
$3,400,154
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,029,005$1,071,965▲ $42,960
Land, Buildings, and Equipment, Net$103,868$94,419▼ $9,449
Accounts Receivable$10,512$13,404▲ $2,892
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,356,239$1,203,760▼ $152,479
Other Assets Total$212,854$23,972▼ $188,882
Liabilities
Other Liabilities$705,573$499,641▼ $205,932
Accounts Payable and Accrued Expenses$33,971$24,391▼ $9,580
Total Liabilities$739,544$524,032▼ $215,512
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$616,695$679,728▲ $63,033
Total Net Assets Fund Balance$616,695$679,728▲ $63,033
Total Liabilities and Net Assets / Fund Balance$1,356,239$1,203,760▼ $152,479

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$84,419$47,976$132,395
Other Land Buildings$10,000$28,733$38,733
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
India French-AdamsHead of SchoolFT$111,526$6,916$118,442

Board Members and Trustees

NameTitle
Steve KrepsPresident
Carole KrugVice President
Donald BowenMember
Sabrina BrathwaiteMember
Sally RazackMember
Sue GraichenSecretary
Ashley SherrillTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$12,580
Program Service Revenue
$3,383,014
Investment Income
$0
Other Revenue
$4,560
All Other Contributions
$12,580
Change in Net Assets
$63,033

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,280,845
Revenue Not Reported on Financial Statements
$119,309
Other Revenue Adjustments
$119,309
Total Revenue per Audited Statements
$3,280,845
Total Revenue per Form 990
$3,400,154
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,801,475
Other Expenses$1,416,337
Grants and Similar Amounts Paid$119,309
Total Fundraising Expense$4,717
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,391,498$85,288-$1,476,786
Occupancy$440,791$23,200-$463,991
All Other Expenses$43,654$88,702$4,717$137,073
Payroll Taxes$117,866$7,642-$125,508
Grants to Domestic Individuals$119,309--$119,309
Current Officers, Directors, Trustees, and Key Employees$106,598$11,844-$118,442
Insurance$77,834$15,296-$93,130
Other Employee Benefits$75,823$4,916-$80,739
Other Expenses$65,220$8,324-$65,220
Fees for Services Other$1,319$58,718-$60,037
Office Expenses-$43,188-$43,188
Travel$12,477--$12,477
Depreciation Depletion$8,977$472-$9,449
Total Functional Expenses$2,984,814$347,590$4,717$3,337,121

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$3,337,121
Expenses per Audited Statements$3,217,812
Total Expenses per Audited Statements$3,217,812
Expenses Not Reported on Financial Statements$119,309
Other Expense Adjustments$119,309
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
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Prepaid Tuition$482,391
Right-of-use liability$17,250
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
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 B, Line 11B

No review was or will be conducted.

Form 990, Part VI, Section C, Line 19

Available 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
Signed
2025-02-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
India French-Adams
Formed
2004
Legal Domicile
Nc
Voting Board Members
7
Independent Board Members
7
Employees
38
Volunteers
8

Preparer

Firm
Foard and Company PA
Address
1347 Harding Place, Charlotte, NC 28204
Preparer
Garrett Summers
Phone
7043721515
Supplemental Narrative

Financial Statement Notes

Part XI, Line 4B: Other revenue amounts included on 990 but not included in F/S

Scholarships $119309

Part XII, Line 4B: Other revenue amounts included on 990 but not included in F/S

Scholarships $119309

Raw XML AppendixShowing 400 of 443 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/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt033971
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt024391
IRS990/AccountsReceivableGrp/BOYAmt010512
IRS990/AccountsReceivableGrp/EOYAmt013404
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0Providing education for grades kindergarten through twelfth grade and childcare for ages six months to four years.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherContributionsAmt012580
IRS990/AllOtherExpensesGrp/FundraisingAmt04717
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt088702
IRS990/AllOtherExpensesGrp/ProgramServicesAmt043654
IRS990/AllOtherExpensesGrp/TotalAmt0137073
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0Ashley Sherrill Davidson
IRS990/BooksInCareOfDetail/PhoneNum07048927536
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt012340 Mount Holly Huntersville Road
IRS990/BooksInCareOfDetail/USAddress/CityNm0Huntersville
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990/BooksInCareOfDetail/USAddress/ZIPCd028078
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt01029005
IRS990/CashNonInterestBearingGrp/EOYAmt01071965
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt011844
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0106598
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0118442
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt012580
IRS990/CYGrantsAndSimilarPaidAmt0119309
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt01416337
IRS990/CYOtherRevenueAmt04560
IRS990/CYProgramServiceRevenueAmt03383014
IRS990/CYRevenuesLessExpensesAmt063033
IRS990/CYSalariesCompEmpBnftPaidAmt01801475
IRS990/CYTotalExpensesAmt03337121
IRS990/CYTotalFundraisingExpenseAmt04717
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt03400154
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0472
IRS990/DepreciationDepletionGrp/ProgramServicesAmt08977
IRS990/DepreciationDepletionGrp/TotalAmt09449
IRS990/Desc0Providing education for grades kindergarten through twelfth grade and childcare for ages eighteen months to five years.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt038
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt02984814
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt00
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt058718
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt01319
IRS990/FeesForServicesOtherGrp/TotalAmt060037
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt06916
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/PersonNm0India French-Adams
IRS990/Form990PartVIISectionAGrp/PersonNm1Steve Kreps
IRS990/Form990PartVIISectionAGrp/PersonNm2Carole Krug
IRS990/Form990PartVIISectionAGrp/PersonNm3Ashley Sherrill
IRS990/Form990PartVIISectionAGrp/PersonNm4Sue Graichen
IRS990/Form990PartVIISectionAGrp/PersonNm5Sally Razack
IRS990/Form990PartVIISectionAGrp/PersonNm6Donald Bowen
IRS990/Form990PartVIISectionAGrp/PersonNm7Sabrina Brathwaite
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0111526
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0Head of School
IRS990/Form990PartVIISectionAGrp/TitleTxt1President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt5Member
IRS990/Form990PartVIISectionAGrp/TitleTxt6Member
IRS990/Form990PartVIISectionAGrp/TitleTxt7Member
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr02004
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantAmt0119309
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0119309
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0119309
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt03400154
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt015296
IRS990/InsuranceGrp/ProgramServicesAmt077834
IRS990/InsuranceGrp/TotalAmt093130
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt076709
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0103868
IRS990/LandBldgEquipBasisNetGrp/EOYAmt094419
IRS990/LandBldgEquipCostOrOtherBssAmt0171128
IRS990/LegalDomicileStateCd0NC
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Providing education for grades kindergarten through twelfth grade and childcare for ages six months to four years.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0616695
IRS990/NetAssetsOrFundBalancesEOYAmt0679728
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0616695
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0679728
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt023200
IRS990/OccupancyGrp/ProgramServicesAmt0440791
IRS990/OccupancyGrp/TotalAmt0463991
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt043188
IRS990/OfficeExpensesGrp/TotalAmt043188
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0212854
IRS990/OtherAssetsTotalGrp/EOYAmt023972
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt04916
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt075823
IRS990/OtherEmployeeBenefitsGrp/TotalAmt080739
IRS990/OtherExpensesGrp/Desc0Activities
IRS990/OtherExpensesGrp/Desc1Repairs and Maintenance
IRS990/OtherExpensesGrp/Desc2Classroom Materials
IRS990/OtherExpensesGrp/Desc3Training
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt08324
IRS990/OtherExpensesGrp/ProgramServicesAmt0289561
IRS990/OtherExpensesGrp/ProgramServicesAmt1158154
IRS990/OtherExpensesGrp/ProgramServicesAmt275733
IRS990/OtherExpensesGrp/ProgramServicesAmt365220
IRS990/OtherExpensesGrp/TotalAmt0289561
IRS990/OtherExpensesGrp/TotalAmt1166478
IRS990/OtherExpensesGrp/TotalAmt275733
IRS990/OtherExpensesGrp/TotalAmt365220
IRS990/OtherLiabilitiesGrp/BOYAmt0705573
IRS990/OtherLiabilitiesGrp/EOYAmt0499641
IRS990/OtherRevenueMiscGrp/Desc0Other
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt04560
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt04560
IRS990/OtherRevenueTotalAmt04560
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt085288
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01391498
IRS990/OtherSalariesAndWagesGrp/TotalAmt01476786
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt07642
IRS990/PayrollTaxesGrp/ProgramServicesAmt0117866
IRS990/PayrollTaxesGrp/TotalAmt0125508
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0India French-Adams
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0Tuition
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03383014
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03383014
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt03041
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt090687
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0925694
IRS990/PYOtherRevenueAmt01223
IRS990/PYProgramServiceRevenueAmt02772723
IRS990/PYRevenuesLessExpensesAmt0390983
IRS990/PYSalariesCompEmpBnftPaidAmt01369623
IRS990/PYTotalExpensesAmt02386004
IRS990/PYTotalRevenueAmt02776987
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt063033
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt03383014
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt084419
IRS990ScheduleD/EquipmentGrp/DepreciationAmt047976
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0132395
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0119309
IRS990ScheduleD/ExpensesSubtotalAmt03217812
IRS990ScheduleD/OtherExpensesNotIncludedAmt0119309
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt010000
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt028733
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt038733
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0482391
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt117250
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Prepaid Tuition
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Right-of-use liability
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0119309
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0119309
IRS990ScheduleD/RevenueSubtotalAmt03280845
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Scholarships $119309
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1Scholarships $119309
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part XI, Line 4b: Other revenue amounts included on 990 but not included in F/S
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S
IRS990ScheduleD/TotalBookValueLandBuildingsAmt094419
IRS990ScheduleD/TotalExpensesPerForm990Amt03337121
IRS990ScheduleD/TotalLiabilityAmt0499641
IRS990ScheduleD/TotalRevenuePerForm990Amt03400154
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03280845
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03217812
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
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 orgin in its hiring practices or administration of its educational and admissions policies or any school-administered programs.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule E, Line 4 - Explanation of Records and Materials Not Maintained
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2Schedule E, Line 5 - Explanation of Organization Discrimination by Race
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0119309
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Scholarships
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt020
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Available upon request
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01356239
IRS990/TotalAssetsEOYAmt01203760
IRS990/TotalAssetsGrp/BOYAmt01356239
IRS990/TotalAssetsGrp/EOYAmt01203760
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt012580
IRS990/TotalEmployeeCnt038
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt04717
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0347590
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02984814
IRS990/TotalFunctionalExpensesGrp/TotalAmt03337121
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0739544
IRS990/TotalLiabilitiesEOYAmt0524032
IRS990/TotalLiabilitiesGrp/BOYAmt0739544
IRS990/TotalLiabilitiesGrp/EOYAmt0524032
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0616695
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0679728
IRS990/TotalOtherCompensationAmt06916
IRS990/TotalProgramServiceExpensesAmt02984814
IRS990/TotalProgramServiceRevenueAmt03383014
IRS990/TotalReportableCompFromOrgAmt0111526
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt03387574
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03400154
IRS990/TotalVolunteersCnt08

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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