Civic Intelligence

Willson Preschool Inc.

990EZ • Fiscal year 2015 • EIN 84-1649089

Jul 01, 2014 to Jun 30, 2015 • Filed on Oct 12, 2015

Organization Profilewww.willsonpreschool.org
4383 Durston RdBozeman, MT 59718

(406) 587-6072

Siviq Scores

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

Liabilities / Assets

89th percentile

0.51x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

84th percentile

0.13x

Higher debt load relative to revenue than 84% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

51st percentile

3.4%

Higher net margin than 51% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

84th percentile

$22,926

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 16.1% of source-year revenue.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

77th percentile

30%

Faster asset growth than 77% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

51st percentile

1.9%

Faster revenue growth than 51% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets89th percentile

Assets

Up

$36,738

Up $8,577 (+30%) from 2014

Net Assets

Up

$18,072

Up $4,881 (+37%) from 2014

Liabilities

Up

$18,666

Up $3,696 (+25%) from 2014

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin51st percentile

Revenue

Up

$142,120

Up $2,665 (+1.9%) from 2014

Expenses

Up

$137,239

Up $6,887 (+5.3%) from 2014

Net Income

Down

$4,881

Down $4,222 (-46%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth77th percentile

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

$150K$100K$50K$0Assets 2011: $14,620Liabilities 2011: $11,6912011Assets 2012: $12,388Liabilities 2012: $11,577Net Assets 2012: $8112012Assets 2013: $17,354Liabilities 2013: $13,266Net Assets 2013: $4,0882013Assets 2014: $28,161Liabilities 2014: $14,970Net Assets 2014: $13,1912014Assets 2015: $36,738Liabilities 2015: $18,666Net Assets 2015: $18,0722015Assets 2016: $45,421Liabilities 2016: $16,315Net Assets 2016: $29,1062016Assets 2017: $60,305Liabilities 2017: $14,8272017Assets 2018: $81,462Liabilities 2018: $17,9832018Assets 2019: $104,342Liabilities 2019: $22,5422019Assets 2020: $106,907Liabilities 2020: $48,6152020Assets 2021: $109,659Liabilities 2021: $22,1112021Assets 2022: $95,781Liabilities 2022: $30,2552022Assets 2023: $84,715Liabilities 2023: $20,385Net Assets 2023: $64,3302023Assets 2024: $87,600Liabilities 2024: $20,447Net Assets 2024: $67,1532024Assets 2025: $73,257Liabilities 2025: $761Net Assets 2025: $72,4962025

Highlighted filing

2015

Assets$36,738
Liabilities$18,666
Net Assets$18,072
Open 2015 Filing

Operations Trend

Revenue Growth51st percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $112,965Expenses 2011: $120,869Net Income 2011: -$7,9042011Revenue 2012: $122,402Expenses 2012: $124,520Net Income 2012: -$2,1182012Revenue 2013: $132,897Expenses 2013: $129,620Net Income 2013: $3,2772013Revenue 2014: $139,455Expenses 2014: $130,352Net Income 2014: $9,1032014Revenue 2015: $142,120Expenses 2015: $137,239Net Income 2015: $4,8812015Revenue 2016: $152,823Expenses 2016: $141,789Net Income 2016: $11,0342016Revenue 2017: $167,308Expenses 2017: $150,935Net Income 2017: $16,3732017Revenue 2018: $178,132Expenses 2018: $160,131Net Income 2018: $18,0012018Revenue 2019: $186,767Expenses 2019: $168,446Net Income 2019: $18,3212019Revenue 2020: $136,083Expenses 2020: $159,591Net Income 2020: -$23,5082020Revenue 2021: $178,751Expenses 2021: $149,495Net Income 2021: $29,2562021Revenue 2022: $157,548Expenses 2022: $179,570Net Income 2022: -$22,0222022Revenue 2023: $190,241Expenses 2023: $191,437Net Income 2023: -$1,1962023Revenue 2024: $211,026Expenses 2024: $208,203Net Income 2024: $2,8232024Revenue 2025: $210,188Expenses 2025: $204,845Net Income 2025: $5,3432025

Highlighted filing

2015

Revenue$142,120
Expenses$137,239
Net Income$4,881
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Oct 12, 2015
Return Version
2014v5.0
Gross Receipts
$142,120
Mission and Program Overview

Mission

Preschool

Program Services

DescriptionGrantsExpenses
DURING THE 2014-2015 SCHOOL YEAR,75 CHILDREN AGES 2 - 5 1/2 WERE PROVIDED WITH PRESCHOOL SERVICES.-$113,262
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KAREN TORESDAHLDirectorFT$22,926-$22,926
AMBER WILKINSONBoard Pres.-$0--
ANN MCGEEHANBoard Treas.-$0--
MACKENZIE SACRYBoard Sec.-$0--
CARRIE HIGINBOTHAMAt Large Member-$0--
LINDEAN CHRISTENSONAt Large Member-$0--
Filing and Contact Details

Filer

Filer Name
Willson Preschool Inc
EIN
84-1649089
Phone
4065876072
Address
4383 Durston Rd, Bozeman, MT 59718

Signing Officer

Name
Karen Toresdahl
Title
Director
Phone
4065876072
Signed
2015-10-12
Discuss with paid preparer
Yes

Preparer

Firm
Mcguire & Associates
Address
300 N Willson Ste 3008, Bozeman, MT 59715-6050
Preparer
Jacqueline Mcguire
Phone
4065873333
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“Bank service fees 3. Depreciation 122. Gifts given 238. Insurance 2918. Licenses and permits 150. Office expense 715. Supplies 4061. T-shirt exp. 216.”

Form 990EZ, Part II, Line 24

“Accounts receivable 5846. 797. Fixed assets - fencing 842. 720.”

Form 990EZ, Part II, Line 26

“Prepaid tuition 14262. 18075. Payroll liabilities 708. 591.”

Form 990, Part IX, Line 24F

“Liability insurance miscellaneous work comp insurance gifts”

Raw XML Appendix154 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
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Bozeman
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MT
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IRS990EZ/MethodOfAccountingAccrualInd0X
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IRS990EZ/OccupancyRentUtltsAndMaintAmt07645
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt022926
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KAREN TORESDAHL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1AMBER WILKINSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ANN MCGEEHAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MACKENZIE SACRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CARRIE HIGINBOTHAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5LINDEAN CHRISTENSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Board Pres.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Board Treas.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Board Sec.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4At Large Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5At Large Member
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt06688
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01517
IRS990EZ/OtherExpensesTotalAmt08423
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IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Preschool
IRS990EZ/ProgramServiceRevenueAmt0142120
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0DURING THE 2014-2015 SCHOOL YEAR,75 CHILDREN AGES 2 - 5 1/2 WERE PROVIDED WITH PRESCHOOL SERVICES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0113262
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt0120521
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/TotalExpensesAmt0137239
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.willsonpreschool.org
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0142120
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0139455
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0132897
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0122402
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0112657
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0649531
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0142120
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0112657
IRS990ScheduleA/Total509Grp/TotalAmt0649531
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0649531
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BANK SERVICE FEES 3. DEPRECIATION 122. GIFTS GIVEN 238. INSURANCE 2918. LICENSES AND PERMITS 150. OFFICE EXPENSE 715. SUPPLIES 4061. T-SHIRT EXP. 216.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS RECEIVABLE 5846. 797. FIXED ASSETS - FENCING 842. 720.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PREPAID TUITION 14262. 18075. PAYROLL LIABILITIES 708. 591.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3LIABILITY INSURANCE MISCELLANEOUS WORK COMP INSURANCE GIFTS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part II, Line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part IX, Line 24f
ReturnHeader/BuildTS02016-03-07 17:11:31Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0KAREN TORESDAHL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04065876072
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-10-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Willson Preschool Inc
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0841649089
ReturnHeader/Filer/PhoneNum04065876072
ReturnHeader/Filer/USAddress/AddressLine1Txt04383 Durston Rd
ReturnHeader/Filer/USAddress/CityNm0Bozeman
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059718
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MCGUIRE & ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0300 N Willson Ste 3008
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Bozeman
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0597156050
ReturnHeader/PreparerPersonGrp/PhoneNum04065873333
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JACQUELINE MCGUIRE
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-11-23T14:28:50-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$36,738
Liabilities
$18,666
Net assets
$18,072
Revenue
$142,120
Expenses
$137,239
Net income
$4,881
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.73$0.01$0.72$2.10$2.05$0.05
2024Detailed filing. Detailed filing data is available for this year.$0.88$0.20$0.67$2.11$2.08$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.85$0.20$0.64$1.90$1.91$0.01
2022Summary only. Only limited summary data is available for this year.$0.96$0.30$1.58$1.80$0.22
2021Summary only. Only limited summary data is available for this year.$1.10$0.22$1.79$1.49$0.29
2020Summary only. Only limited summary data is available for this year.$1.07$0.49$1.36$1.60$0.24
2019Summary only. Only limited summary data is available for this year.$1.04$0.23$1.87$1.68$0.18
2018Summary only. Only limited summary data is available for this year.$0.81$0.18$1.78$1.60$0.18
2017Summary only. Only limited summary data is available for this year.$0.60$0.15$1.67$1.51$0.16
2016Detailed filing. Detailed filing data is available for this year.$0.45$0.16$0.29$1.53$1.42$0.11
2015Detailed filing. Detailed filing data is available for this year.$0.37$0.19$0.18$1.42$1.37$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.28$0.15$0.13$1.39$1.30$0.09
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.17$0.13$0.04$1.33$1.30$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.12$0.12$0.01$1.22$1.25$0.02
2011Summary only. Only limited summary data is available for this year.$0.15$0.12$1.13$1.21$0.08