Civic Intelligence

Phoenix Montessori Academy

990 • Fiscal year 2014 • EIN 83-0397635

Jul 01, 2013 to Jun 30, 2014

Huntersville, NC
Siviq Scores

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

Liabilities / Assets

96th percentile

1.51x

Higher debt load relative to assets than 96% of similar nonprofits.

2014 filings • NTEE B • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

82nd percentile

0.31x

Higher debt load relative to revenue than 82% of similar nonprofits.

2014 filings • NTEE B • $500k-$1M nonprofits • Source year 2014

Net Margin

42nd percentile

1.7%

Higher net margin than 42% of similar nonprofits.

2014 filings • NTEE B • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2014

Asset Growth

24th percentile

-3.8%

Faster asset growth than 24% of similar nonprofits.

2014 filings • NTEE B • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

24th percentile

-6.8%

Faster revenue growth than 24% of similar nonprofits.

2014 filings • NTEE B • $500k-$1M nonprofits • Annualized from 2013 to 2014

Assets

Down

$141,772

Down $5,601 (-3.8%) from 2013

Net Assets

Up

-$72,928

Up $11,799 (+14%) from 2013

Liabilities

Down

$214,700

Down $17,400 (-7.5%) from 2013

Revenue

Down

$681,816

Down $49,389 (-6.8%) from 2013

Expenses

Down

$670,017

Down $40,459 (-5.7%) from 2013

Net Income

Down

$11,799

Down $8,930 (-43%) from 2013

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

2014

Assets$141,772
Liabilities$214,700
Net Assets-$72,928

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

2014

Revenue$681,816
Expenses$670,017
Net Income$11,799
Filing Detail Status

This 2014 filing currently has summary financial data only. Detailed schedules, leadership, and program rows are not available for this filing yet.

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Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Mission and Program Overview

Mission

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

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