Civic Intelligence

Montezuma Schools

990 • Fiscal year 2017 • EIN 86-0181057

Jan 01, 2017 to Dec 31, 2017 • Filed on Aug 08, 2018

Organization ProfileN/A
2532 N 4th St Ste 211Flagstaff, AZ 86004-3712

(866) 626-0480

Siviq Scores

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

Liabilities / Assets

84th percentile

0.61x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

96th percentile

5.86x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

96th percentile

72%

Higher net margin than 96% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

38th percentile

$15,569

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 11.2% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

98th percentile

220%

Faster asset growth than 98% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

44th percentile

2.3%

Faster revenue growth than 44% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets84th percentile

Assets

Up

$1,325,530

Up $910,696 (+220%) from 2016

Net Assets

Up

$512,662

Up $100,340 (+24%) from 2016

Liabilities

Up

$812,868

Up $810,356 (+32259%) from 2016

Revenue And Expenses
Liabilities / Revenue96th percentileNet Margin96th percentile

Revenue

Up

$138,711

Up $3,168 (+2.3%) from 2016

Expenses

Up

$38,270

Up $5,706 (+18%) from 2016

Net Income

Down

$100,441

Down $2,538 (-2.5%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth98th percentile

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

$1.5M$1.0M$500K$0Assets 2009: $98,251Liabilities 2009: $02009Assets 2011: $188,124Liabilities 2011: $02011Assets 2012: $211,145Liabilities 2012: $1,4642012Assets 2013: $237,468Liabilities 2013: $8392013Assets 2014: $92,852Liabilities 2014: $02014Assets 2015: $310,185Liabilities 2015: $842Net Assets 2015: $309,3432015Assets 2016: $414,834Liabilities 2016: $2,512Net Assets 2016: $412,3222016Assets 2017: $1,325,530Liabilities 2017: $812,868Net Assets 2017: $512,6622017Assets 2018: $1,269,681Liabilities 2018: $676,789Net Assets 2018: $592,8922018Assets 2019: $1,291,481Liabilities 2019: $581,139Net Assets 2019: $710,3422019Assets 2020: $1,229,610Liabilities 2020: $583,084Net Assets 2020: $646,5262020Assets 2021: $1,169,584Liabilities 2021: $583,084Net Assets 2021: $586,5002021Assets 2022: $1,130,887Liabilities 2022: $477,560Net Assets 2022: $653,3272022Assets 2023: $916,678Liabilities 2023: $342,963Net Assets 2023: $573,7152023Assets 2024: $828,826Liabilities 2024: $208,367Net Assets 2024: $620,4592024

Highlighted filing

2017

Assets$1,325,530
Liabilities$812,868
Net Assets$512,662
Open 2017 Filing

Operations Trend

Revenue Growth44th percentile

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

$300K$200K$100K$0-$100KRevenue 2009: $55,865Expenses 2009: $59,479Net Income 2009: -$3,6142009Revenue 2011: $148,709Expenses 2011: $53,437Net Income 2011: $95,2722011Revenue 2012: $78,432Expenses 2012: $56,875Net Income 2012: $21,5572012Revenue 2013: $81,438Expenses 2013: $54,490Net Income 2013: $26,9482013Revenue 2014: $49,108Expenses 2014: $54,507Net Income 2014: -$5,3992014Revenue 2015: $136,375Expenses 2015: $42,396Net Income 2015: $93,9792015Revenue 2016: $135,543Expenses 2016: $32,564Net Income 2016: $102,9792016Revenue 2017: $138,711Expenses 2017: $38,270Net Income 2017: $100,4412017Revenue 2018: $135,036Expenses 2018: $54,806Net Income 2018: $80,2302018Revenue 2019: $135,188Expenses 2019: $17,738Net Income 2019: $117,4502019Revenue 2020: $39Expenses 2020: $63,855Net Income 2020: -$63,8162020Revenue 2021: $7Expenses 2021: $60,033Net Income 2021: -$60,0262021Revenue 2022: $134,568Expenses 2022: $67,741Net Income 2022: $66,8272022Revenue 2023: $134,683Expenses 2023: $214,295Net Income 2023: -$79,6122023Revenue 2024: $134,679Expenses 2024: $87,935Net Income 2024: $46,7442024

Highlighted filing

2017

Revenue$138,711
Expenses$38,270
Net Income$100,441
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Aug 8, 2018
Return Version
2017v2.2
Gross Receipts
$138,711
Mission and Program Overview

Mission

Provide Distance Education for Native American children.

Providing distance education for Native American children

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net-$779,295-
Savings and Temporary Cash Investments-$533,163-
Rtn Earn Endowment Incm Other Fnds$412,322$512,662▲ $100,340
Land, Buildings, and Equipment, Net$8,500$8,500→ $0
Cash and Non-Interest-Bearing Accounts$406,334$4,572▼ $401,762
Total Assets$414,834$1,325,530▲ $910,696
Liabilities
Deferred Revenue-$811,391-
Accounts Payable and Accrued Expenses$2,512$1,477▼ $1,035
Total Liabilities$2,512$812,868▲ $810,356
Net Assets / Fund Balance
Total Net Assets Fund Balance$412,322$512,662▲ $100,340
Total Liabilities and Net Assets / Fund Balance$414,834$1,325,530▲ $910,696

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$8,500--
Compensation and Service Providers
Top Officer Pay38th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ben WilliamsSecretaryCOOPT$12,000$3,569$15,569

Board Members and Trustees

NameTitle
Robert MillerChairman
Bob ClouseDirector
Sherl RosengreenDirector
Freddy WinghamTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$850
Program Service Revenue
$0
Investment Income
$137,861
Other Revenue
$0
All Other Contributions
$850
Change in Net Assets
$100,441
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$19,463
Other Expenses$18,537
Total Fundraising Expense$942
Grants and Similar Amounts Paid$270
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$16,014$1,884$942$18,840
Conferences and Meetings$2,904$2,904-$5,808
Fees for Service Investment Mgmnt Fees---$2,394
Occupancy$1,086$1,085-$2,171
Travel$674$674-$1,348
Office Expenses$555$262-$817
Information Technology$357$357-$714
Other Employee Benefits-$623-$623
Grants to Domestic Individuals$270--$270
Other Expenses$1,663$123-$123
Fees for Services Legal-$120-$120
Fees for Services Accounting-$96-$96
Total Functional Expenses$26,390$8,544$942$38,270
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Part VI Line 11B

“No review was or will be conducted”

Part VI Line 19

“Corporation governing documents, conflict of interest policy and financial”

Part VI Line 19

“statements are available to members of the public upon request.”

Filing and Contact Details

Filer

Filer Name
Montezuma Schools Inc
EIN
86-0181057
In Care Of
% Ben Williams
Phone
8666260480
Address
2532 N 4th St Ste 211, Flagstaff, AZ 86004-3712

Signing Officer

Name
Ben Williams
Title
SecretaryCOO
Phone
9286993032
Signed
2018-08-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ben Williams
Legal Domicile
Az
Voting Board Members
5
Independent Board Members
5
Employees
0

Preparer

Firm
Jon W Tofte
Address
9342 SE Bethel Way, Hobe Sound, FL 33455-3302
Preparer
Jon W Tofte
Phone
7722632668
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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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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0138711
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0414834
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01325530
IRS990/TravelGrp/ManagementAndGeneralAmt0674
IRS990/TravelGrp/ProgramServicesAmt0674
IRS990/TravelGrp/TotalAmt01348
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt02532 N 4th Street Ste 211
IRS990/USAddress/CityNm0Flagstaff
IRS990/USAddress/StateAbbreviationCd0AZ
IRS990/USAddress/ZIPCd0860043712
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BEN WILLIAMS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SecretaryCOO
ReturnHeader/BusinessOfficerGrp/PhoneNum09286993032
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Montezuma Schools Inc
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0860181057
ReturnHeader/Filer/InCareOfNm0% Ben Williams
ReturnHeader/Filer/PhoneNum08666260480
ReturnHeader/Filer/USAddress/AddressLine1Txt02532 N 4th St Ste 211
ReturnHeader/Filer/USAddress/CityNm0Flagstaff
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd0860043712
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0ACC511C93A44C047C673013913FAE7A7E59E943E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0ACC511C93A44C047C673013913FAE7A7E59E943E
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId056809920182207718781
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-08-08
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt099.119.204.188
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0562265713
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Jon W Tofte
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09342 SE Bethel Way
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Hobe Sound
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0334553302
ReturnHeader/PreparerPersonGrp/PhoneNum07722632668
ReturnHeader/PreparerPersonGrp/PreparationDt02018-08-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JON W TOFTE
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-08-08T10:14:00-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,325,530
Liabilities
$812,868
Net assets
$512,662
Revenue
$138,711
Expenses
$38,270
Net income
$100,441
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.83$0.21$0.62$0.13$0.09$0.05
2023Detailed filing. Detailed filing data is available for this year.$0.92$0.34$0.57$0.13$0.21$0.08
2022Detailed filing. Detailed filing data is available for this year.$1.13$0.48$0.65$0.13$0.07$0.07
2021Detailed filing. Detailed filing data is available for this year.$1.17$0.58$0.59$0.00$0.06$0.06
2020Detailed filing. Detailed filing data is available for this year.$1.23$0.58$0.65$0.00$0.06$0.06
2019Detailed filing. Detailed filing data is available for this year.$1.29$0.58$0.71$0.14$0.02$0.12
2018Detailed filing. Detailed filing data is available for this year.$1.27$0.68$0.59$0.14$0.05$0.08
2017Detailed filing. Detailed filing data is available for this year.$1.33$0.81$0.51$0.14$0.04$0.10
2016Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$0.14$0.03$0.10
2015Detailed filing. Detailed filing data is available for this year.$0.31$0.00$0.31$0.14$0.04$0.09
2014Summary only. Only limited summary data is available for this year.$0.09$0.00$0.05$0.05$0.01
2013Summary only. Only limited summary data is available for this year.$0.24$0.00$0.08$0.05$0.03
2012Summary only. Only limited summary data is available for this year.$0.21$0.00$0.08$0.06$0.02
2011Summary only. Only limited summary data is available for this year.$0.19$0.00$0.15$0.05$0.10
2009Summary only. Only limited summary data is available for this year.$0.10$0.00$0.06$0.06$0.00