Civic Intelligence

Montezuma Schools

990 • Fiscal year 2018 • EIN 86-0181057

Jan 01, 2018 to Dec 31, 2018 • Filed on May 04, 2019

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

82nd percentile

0.53x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

95th percentile

5.01x

Higher debt load relative to revenue than 95% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

94th percentile

59%

Higher net margin than 94% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

37th percentile

$10,000

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 7.4% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

27th percentile

-4.2%

Faster asset growth than 27% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

33rd percentile

-2.6%

Faster revenue growth than 33% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Down

$1,269,681

Down $55,849 (-4.2%) from 2017

Net Assets

Up

$592,892

Up $80,230 (+16%) from 2017

Liabilities

Down

$676,789

Down $136,079 (-17%) from 2017

Revenue And Expenses
Liabilities / Revenue95th percentileNet Margin94th percentile

Revenue

Down

$135,036

Down $3,675 (-2.6%) from 2017

Expenses

Up

$54,806

Up $16,536 (+43%) from 2017

Net Income

Down

$80,230

Down $20,211 (-20%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth27th 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

2018

Assets$1,269,681
Liabilities$676,789
Net Assets$592,892
Open 2018 Filing

Operations Trend

Revenue Growth33rd 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

2018

Revenue$135,036
Expenses$54,806
Net Income$80,230
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 4, 2019
Return Version
2018v3.1
Gross Receipts
$135,036
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$683,582▼ $95,713
Rtn Earn Endowment Incm Other Fnds$512,662$592,892▲ $80,230
Savings and Temporary Cash Investments$533,163$555,948▲ $22,785
Prepaid Expenses and Deferred Charges-$10,000-
Cash and Non-Interest-Bearing Accounts$4,572$9,951▲ $5,379
Land, Buildings, and Equipment, Net$8,500$8,500→ $0
Accounts Receivable-$1,700-
Total Assets$1,325,530$1,269,681▼ $55,849
Liabilities
Deferred Revenue$811,391$676,789▼ $134,602
Accounts Payable and Accrued Expenses$1,477--
Total Liabilities$812,868$676,789▼ $136,079
Net Assets / Fund Balance
Total Net Assets Fund Balance$512,662$592,892▲ $80,230
Total Liabilities and Net Assets / Fund Balance$1,325,530$1,269,681▼ $55,849

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$8,500--
Compensation and Service Providers
Top Officer Pay37th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Ben WilliamsSecretaryCOOPT$10,000$10,000

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$300
Program Service Revenue
$0
Investment Income
$134,736
Other Revenue
$0
All Other Contributions
$300
Change in Net Assets
$80,230
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$38,279
Other Expenses$16,509
Total Fundraising Expense$1,905
Grants and Similar Amounts Paid$18
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$32,385$3,810$1,905$38,100
Conferences and Meetings-$6,084-$6,084
Travel$2,533$2,533-$5,066
Office Expenses$965$483-$1,448
Occupancy$424$423-$847
Other Employee Benefits-$179-$179
Other Expenses$1,186$177-$177
Information Technology$32$32-$64
Fees for Services Legal-$18-$18
Grants to Domestic Individuals$18--$18
Fees for Services Accounting-$15-$15
Total Functional Expenses$38,850$14,051$1,905$54,806
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
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
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”

Part VI Line 19

“financial statements are available to the public upon request.”

Filing and Contact Details

Filer

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

Signing Officer

Name
Freddy Wingham
Title
Treasurer
Phone
7724867337
Signed
2019-05-04
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/TotalReportableCompFromOrgAmt010000
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt039023
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0135036
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01325530
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01269681
IRS990/TravelGrp/ManagementAndGeneralAmt02533
IRS990/TravelGrp/ProgramServicesAmt02533
IRS990/TravelGrp/TotalAmt05066
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
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/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0FREDDY WINGHAM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum07724867337
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Montezuma Schools Inc
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0860181057
ReturnHeader/Filer/InCareOfNm0% Freddy Wingham
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/AtSubmissionCreationDeviceId0159EBECF33432D78C7FF2E7F28BF1F7EC85F721B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0159EBECF33432D78C7FF2E7F28BF1F7EC85F721B
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId056809920191245560796
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-05-04
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt099.119.204.245
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/PreparationDt02019-05-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JON W TOFTE
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-05-04T09:06:00-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,269,681
Liabilities
$676,789
Net assets
$592,892
Revenue
$135,036
Expenses
$54,806
Net income
$80,230
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