Civic Intelligence

Khalsa Montessori Elementary Schools

990 • Fiscal year 2012 • EIN 86-0824311

Jul 01, 2011 to Jun 30, 2012 • Filed on Jan 16, 2013

Organization ProfileWWW.KHALSAMONTESSORI.ORG
2536 North 3rd Street85004
Siviq Scores

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

Liabilities / Assets

89th percentile

0.92x

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

2012 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

48th percentile

0.6%

Faster asset growth than 48% of similar nonprofits.

2012 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets89th percentile

Assets

Up

$1,891,420

Up $11,039 (+0.6%) from 2011

Net Assets

Up

$150,529

Up $50,320 (+50%) from 2011

Liabilities

Down

$1,740,891

Down $39,281 (-2.2%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$1,171,289

Down $9,810 (-0.8%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $1,880,381Liabilities 2011: $1,780,172Net Assets 2011: $100,2092011Assets 2012: $1,891,420Liabilities 2012: $1,740,891Net Assets 2012: $150,5292012Assets 2013: $1,902,006Liabilities 2013: $1,714,755Net Assets 2013: $187,2512013Assets 2014: $1,774,195Liabilities 2014: $1,557,948Net Assets 2014: $216,2472014Assets 2015: $1,739,125Liabilities 2015: $1,494,498Net Assets 2015: $244,6272015Assets 2016: $1,744,639Liabilities 2016: $1,451,419Net Assets 2016: $293,2202016Assets 2017: $1,849,620Liabilities 2017: $1,404,830Net Assets 2017: $444,7902017Assets 2018: $3,268,656Liabilities 2018: $2,671,673Net Assets 2018: $596,9832018Assets 2019: $3,811,994Liabilities 2019: $2,976,570Net Assets 2019: $835,4242019Assets 2020: $4,221,707Liabilities 2020: $3,095,657Net Assets 2020: $1,126,0502020Assets 2021: $4,177,732Liabilities 2021: $2,933,512Net Assets 2021: $1,244,2202021Assets 2022: $4,068,601Liabilities 2022: $2,715,545Net Assets 2022: $1,353,0562022Assets 2023: $2,490,258Liabilities 2023: $1,102,123Net Assets 2023: $1,388,1352023Assets 2024: $2,475,537Liabilities 2024: $1,017,312Net Assets 2024: $1,458,2252024Assets 2025: $2,394,874Liabilities 2025: $940,394Net Assets 2025: $1,454,4802025

Highlighted filing

2012

Assets$1,891,420
Liabilities$1,740,891
Net Assets$150,529
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2011: $1,181,0992011Expenses 2012: $1,171,2892012Expenses 2013: $1,145,6252013Revenue 2014: $1,126,082Expenses 2014: $1,097,086Net Income 2014: $28,9962014Revenue 2015: $1,064,221Expenses 2015: $1,035,841Net Income 2015: $28,3802015Revenue 2016: $1,042,055Expenses 2016: $993,462Net Income 2016: $48,5932016Revenue 2017: $1,146,943Expenses 2017: $995,373Net Income 2017: $151,5702017Revenue 2018: $1,313,391Expenses 2018: $1,161,198Net Income 2018: $152,1932018Revenue 2019: $1,540,613Expenses 2019: $1,302,172Net Income 2019: $238,4412019Revenue 2020: $1,707,596Expenses 2020: $1,416,970Net Income 2020: $290,6262020Revenue 2021: $1,709,459Expenses 2021: $1,591,289Net Income 2021: $118,1702021Revenue 2022: $1,780,985Expenses 2022: $1,672,149Net Income 2022: $108,8362022Revenue 2023: $1,534,275Expenses 2023: $1,499,196Net Income 2023: $35,0792023Revenue 2024: $1,559,200Expenses 2024: $1,489,110Net Income 2024: $70,0902024Revenue 2025: $1,595,482Expenses 2025: $1,599,227Net Income 2025: -$3,7452025

Highlighted filing

2012

Revenue-
Expenses$1,171,289
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
Jan 16, 2013
Return Version
2011v1.2
Gross Receipts
$1,221,609
Mission and Program Overview

Mission

Khalsa integrates a challenging montessori education and a caring, responsible community to provide for the academic, social, physical and emotional growth of students in central phoenix.

Filing and Contact Details

Filer

EIN
86-0824311
Raw XML AppendixShowing 400 of 479 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/AccountantCompileOrReview0false
IRS990/AccountsPayableAccruedExpenses/EOY08507
IRS990/AccountsReceivable/BOY07560
IRS990/AccountsReceivable/EOY08530
IRS990/ActivitiesConductedPartnership0false
IRS990/ActivityOrMissionDescription0KHALSA INTEGRATES A CHALLENGING MONTESSORI EDUCATION AND A CARING, RESPONSIBLE COMMUNITY TO PROVIDE FOR THE ACADEMIC, SOCIAL, PHYSICAL AND EMOTIONAL GROWTH OF STUDENTS IN CENTRAL PHOENIX.
IRS990/AddressPrincipalOfficerUS/AddressLine102536 NORTH 3RD STREET
IRS990/AddressPrincipalOfficerUS/City0PHOENIX
IRS990/AddressPrincipalOfficerUS/State0AZ
IRS990/AddressPrincipalOfficerUS/ZIPCode085004
IRS990/Advertising/Fundraising00
IRS990/Advertising/ManagementAndGeneral00
IRS990/Advertising/ProgramServices01924
IRS990/Advertising/Total01924
IRS990/AllOtherContributions084619
IRS990/AnnualDisclosureCoveredPersons0true
IRS990/AuditCommittee0true
IRS990/BenefitsPaidToMembersCY00
IRS990/BsnssRltnshpThruFamilyMember0false
IRS990/BsnssRltnshpWithOrganization0false
IRS990/CashNonInterestBearing/BOY0160958
IRS990/CashNonInterestBearing/EOY0149715
IRS990/ChangesToOrganizingDocs0false
IRS990/CollectionsOfArt0false
IRS990/CompCurrentOfficersDirectors/Fundraising00
IRS990/CompCurrentOfficersDirectors/ManagementAndGeneral032700
IRS990/CompCurrentOfficersDirectors/ProgramServices0126158
IRS990/CompCurrentOfficersDirectors/Total0158858
IRS990/CompensationFromOtherSources0false
IRS990/CompensationProcessCEO0false
IRS990/CompensationProcessOther0false
IRS990/ConflictOfInterestPolicy0true
IRS990/ConservationEasements0false
IRS990/ConsolidatedAuditFinancialStmt0false
IRS990/ContributionsGrantsCurrentYear084619
IRS990/ContributionsGrantsPriorYear077862
IRS990/CreditCounseling0false
IRS990/DecisionsSubjectToApproval0false
IRS990/DeductibleContributionsOfArt0false
IRS990/DeductibleNonCashContributions0false
IRS990/DelegationOfManagementDuties0false
IRS990/DepreciationDepletion/Fundraising00
IRS990/DepreciationDepletion/ManagementAndGeneral014720
IRS990/DepreciationDepletion/ProgramServices076524
IRS990/DepreciationDepletion/Total091244
IRS990/DescribedIn501C30true
IRS990/Description0KHALSA MONTESSORI ELEMENTARY SCHOOL INTEGRATES A CHALLENGING MONTESSORI EDUCATION AND A CARING, RESPONSIBLE COMMUNITY TO PROVIDE FOR STUDENTS' ACADEMIC, SOCIAL, PHYSICAL AND CREATIVE GROWTH. WE OFFER CHILDREN THE OPPORTUNITY TO REACH THEIR HIGHEST POTENTIAL IN HOLISTIC SELF-PACED CLASROOMS THAT ENCOURAGE ACADEMIC EXCELLENCE, CREATIVITY, MIND/BODY DISCIPLINE, AND SOCIAL RESPONSIBILITY. EXPECTATIONS OF INDEPENDENCE, RESPONSIBILITY FOR ONES SELF AND OTHERS, AND COGNITIVE TOOLS BUILD MASTERY AND HABITS OF MIND THAT SUPPORT A LIFETIME OF SUCCESS. KHALSA MONTESSORI WAS RECENTLY RECOGNIZED AT THE OPENING SESSION OF THE 51ST LEGISLATURE OF THE ARIZONA HOUSE OF REPRESENTATIVES. FOR THE 2011-12 SCHOOL YEAR, THE SCHOOL RECIEVED AN "A" GRADE, THE HIGHEST RANKING GIVEN, BY THE ARIZONA DEPARTMENT OF EDUCATION. IN SUCCESS MEASURED, FOUR FOUNDATIONAL ELEMENTS OF STUDENT-LEVEL GROWTH, A RESEARCH STUDY SPONSORED BY THE ARIZONA CHARTER SCHOOL ASSOCIATION, KHALSA MONTESSORI WAS FOUND TO BE ONE OF THE TOP THREE CHARTER SCHOOLS IN ARIZONA IN PROMOTING STUDENT ACADEMIC GROWTH.
IRS990/DisregardedEntity0false
IRS990/DocumentRetentionPolicy0true
IRS990/DonorAdvisedFunds0false
IRS990/ElectionOfBoardMembers0false
IRS990/EmploymentTaxReturnsFiled0true
IRS990/ExcessBenefitTransaction0false
IRS990/Expense01047140
IRS990/FamilyOrBusinessRelationship0true
IRS990/FederalGrantAuditRequired0false
IRS990/FeesForServicesAccounting/Fundraising00
IRS990/FeesForServicesAccounting/ManagementAndGeneral026000
IRS990/FeesForServicesAccounting/ProgramServices00
IRS990/FeesForServicesAccounting/Total026000
IRS990/FeesForServicesLegal/Fundraising00
IRS990/FeesForServicesLegal/ManagementAndGeneral00
IRS990/FeesForServicesLegal/ProgramServices0935
IRS990/FeesForServicesLegal/Total0935
IRS990/FeesForServicesOther/Fundraising00
IRS990/FeesForServicesOther/ManagementAndGeneral088
IRS990/FeesForServicesOther/ProgramServices0167562
IRS990/FeesForServicesOther/Total0167650
IRS990/FinancialStatementSeparate0X
IRS990/FollowSFAS1170X
IRS990/ForeignActivities0false
IRS990/ForeignFinancialAccount0false
IRS990/ForeignOffice0false
IRS990/Form8282PropertyDisposedOf0false
IRS990/Form990PartVIISectionA/AverageHoursPerWeek035.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek11.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek215.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek32.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek435.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek51.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek630.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek71.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek81.00
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector0X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector1X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector2X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector3X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector4X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector5X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector6X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector7X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector8X
IRS990/Form990PartVIISectionA/NamePerson0SATWANT KHALSA
IRS990/Form990PartVIISectionA/NamePerson1TOM CAGLIO
IRS990/Form990PartVIISectionA/NamePerson2KAREN PAXTON
IRS990/Form990PartVIISectionA/NamePerson3DONNA WATERS
IRS990/Form990PartVIISectionA/NamePerson4KEERAT GIORDANO
IRS990/Form990PartVIISectionA/NamePerson5BRYAN MURPHY
IRS990/Form990PartVIISectionA/NamePerson6JASWANT KAUR KHALSA
IRS990/Form990PartVIISectionA/NamePerson7ANNE-ELIZABETH HAMILTON
IRS990/Form990PartVIISectionA/NamePerson8BRIAN FLATGARD
IRS990/Form990PartVIISectionA/Officer0X
IRS990/Form990PartVIISectionA/Officer1X
IRS990/Form990PartVIISectionA/Officer2X
IRS990/Form990PartVIISectionA/OtherCompensation04477
IRS990/Form990PartVIISectionA/OtherCompensation10
IRS990/Form990PartVIISectionA/OtherCompensation20
IRS990/Form990PartVIISectionA/OtherCompensation30
IRS990/Form990PartVIISectionA/OtherCompensation44301
IRS990/Form990PartVIISectionA/OtherCompensation50
IRS990/Form990PartVIISectionA/OtherCompensation64477
IRS990/Form990PartVIISectionA/OtherCompensation70
IRS990/Form990PartVIISectionA/OtherCompensation80
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization057648
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization10
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization211240
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization30
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization447607
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization50
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization621093
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization70
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization80
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs038750
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs10
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs29929
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs343350
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs44615
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs50
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs60
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs70
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs80
IRS990/Form990PartVIISectionA/Title0PRESIDENT/DIRECTOR
IRS990/Form990PartVIISectionA/Title1VICE PRESIDENT
IRS990/Form990PartVIISectionA/Title2SECRETARY/DIRECTOR OF ADMISSIONS
IRS990/Form990PartVIISectionA/Title3MEMBER
IRS990/Form990PartVIISectionA/Title4MEMBER/CO-DIRECTOR
IRS990/Form990PartVIISectionA/Title5MEMBER
IRS990/Form990PartVIISectionA/Title6MEMBER/EDUCATION CONSULTANT
IRS990/Form990PartVIISectionA/Title7MEMBER
IRS990/Form990PartVIISectionA/Title8WEB ADMINISTRATOR/MEMBER
IRS990/Form990ProvidedToGoverningBody0true
IRS990/FormersListed0false
IRS990/FSAudited0true
IRS990/FundraisingActivities0false
IRS990/FundsToPayPremiums0false
IRS990/Gaming0false
IRS990/GrantsAndSimilarAmntsCY00
IRS990/GrantsToIndividuals0false
IRS990/GrantsToOrganizations0false
IRS990/GrantToRelatedPerson0false
IRS990/GrossReceipts01221609
IRS990/GrossRents/Real072984
IRS990/GroupReturnForAffiliates0false
IRS990/Hospital0false
IRS990/IndependentAuditFinancialStmt0true
IRS990/IndoorTanningServices0false
IRS990/InfoInScheduleOPartVI0X
IRS990/Interest/Fundraising00
IRS990/Interest/ManagementAndGeneral018650
IRS990/Interest/ProgramServices0120223
IRS990/Interest/Total0138873
IRS990/InvestmentIncomeCurrentYear0761
IRS990/InvestmentIncomePriorYear0790
IRS990/InvestmentIncome/TotalRevenueColumn0761
IRS990/InvestmentInJointVenture0false
IRS990/LandBldgEquipmentAccumDeprec01125994
IRS990/LandBuildingsEquipmentBasis02735567
IRS990/LandBuildingsEquipmentBasisNet/BOY01699601
IRS990/LandBuildingsEquipmentBasisNet/EOY01609573
IRS990/LoanToOfficerOrDQP0false
IRS990/LobbyingActivities0false
IRS990/LocalChapters0false
IRS990/MaterialDiversionOrMisuse0false
IRS990/MembersOrStockholders0false
IRS990/MethodOfAccountingAccrual0X
IRS990/MinutesOfCommittees0true
IRS990/MinutesOfGoverningBody0true
IRS990/MissionDescription0KHALSA INTEGRATES A CHALLENGING MONTESSORI EDUCATION AND A CARING,
IRS990/MoreThan5000KToIndividuals0false
IRS990/MoreThan5000KToOrganizations0false
IRS990/MortNotesPyblSecuredInvestProp/BOY01780172
IRS990/MortNotesPyblSecuredInvestProp/EOY01732384
IRS990/NameOfPrincipalOfficerPerson0KEERAT GIORDANO
IRS990/NbrIndependentVotingMembers02
IRS990/NbrVotingGoverningBodyMembers07
IRS990/NbrVotingMembersGoverningBody07
IRS990/NetAssetsOrFundBalancesBOY0100209
IRS990/NetAssetsOrFundBalancesEOY0150529
IRS990/NetRentalIncomeOrLoss/RelatedOrExemptFunctionIncome072984
IRS990/NetRentalIncomeOrLoss/TotalRevenueColumn072984
IRS990/NonDeductibleContributions0false
IRS990/NumberFormsTransmittedWith109606
IRS990/NumberIndependentVotingMembers02
IRS990/NumberOfEmployees031
IRS990/NumberW2GIncluded00
IRS990/Occupancy/Fundraising00
IRS990/Occupancy/ManagementAndGeneral012641
IRS990/Occupancy/ProgramServices071635
IRS990/Occupancy/Total084276
IRS990/OfficeExpenses/Fundraising00
IRS990/OfficeExpenses/ManagementAndGeneral06459
IRS990/OfficeExpenses/ProgramServices055519
IRS990/OfficeExpenses/Total061978
IRS990/OfficerEntityWithBsnssRltnshp0true
IRS990/OfficerMailingAddress0false
IRS990/Organization501c30X
IRS990/OtherEmployeeBenefits/Fundraising00
IRS990/OtherEmployeeBenefits/ManagementAndGeneral035
IRS990/OtherEmployeeBenefits/ProgramServices014283
IRS990/OtherEmployeeBenefits/Total014318
IRS990/OtherExpensePriorYear0604420
IRS990/OtherExpensesCurrentYear0592298
IRS990/OtherExpenses/Description0FIELD TRIPS
IRS990/OtherExpenses/Description1TEACHER EDUCATION
IRS990/OtherExpenses/Fundraising00
IRS990/OtherExpenses/Fundraising10
IRS990/OtherExpenses/ManagementAndGeneral00
IRS990/OtherExpenses/ManagementAndGeneral10
IRS990/OtherExpenses/ProgramServices016246
IRS990/OtherExpenses/ProgramServices12179
IRS990/OtherExpenses/Total016246
IRS990/OtherExpenses/Total12179
IRS990/OtherRevenueCurrentYear081576
IRS990/OtherRevenueMisc/BusinessCode0900099
IRS990/OtherRevenueMisc/Description0AUXILIARY OPERATIONS
IRS990/OtherRevenueMisc/RelatedOrExemptFunctionIncome08592
IRS990/OtherRevenueMisc/TotalRevenueColumn08592
IRS990/OtherRevenuePriorYear079023
IRS990/OtherSalariesAndWages/Fundraising00
IRS990/OtherSalariesAndWages/ManagementAndGeneral09767
IRS990/OtherSalariesAndWages/ProgramServices0352571
IRS990/OtherSalariesAndWages/Total0362338
IRS990/PartialLiquidation0false
IRS990/PayrollTaxes/Fundraising00
IRS990/PayrollTaxes/ManagementAndGeneral03089
IRS990/PayrollTaxes/ProgramServices040388
IRS990/PayrollTaxes/Total043477
IRS990/PoliticalActivities0false
IRS990/PremiumsPaid0false
IRS990/PrepaidExpensesDeferredCharges/BOY012262
IRS990/PrepaidExpensesDeferredCharges/EOY011046
IRS990/PriorExcessBenefitTransaction0false
IRS990/ProfessionalFundraising0false
IRS990/ProgramServiceRevenue/BusinessCode0900099
IRS990/ProgramServiceRevenueCY01054653
IRS990/ProgramServiceRevenue/Description0GOVERNMENTAL
IRS990/ProgramServiceRevenuePriorYear0955733
IRS990/ProgramServiceRevenue/TotalRevenueColumn01054653
IRS990/ProhibitedTaxShelterTrans0false
IRS990/QuidProQuoContributions0false
IRS990/ReconcilationRevenueExpenses050320
IRS990/RegularMonitoringEnforcement0true
IRS990/RelatedEntity0true
IRS990/RelatedOrgControlledEntity0false
IRS990/RentalIncomeOrLoss/Real072984
IRS990/ReportFin48Footnote0false
IRS990/ReportInvestOthSecurities0false
IRS990/ReportLandBldgEquip0true
IRS990/ReportOtherAssets0false
IRS990/ReportOtherLiabilities0false
IRS990/ReportProgRelInvest0false
IRS990/Revenue01221609
IRS990/RevenuesLessExpensesCY050320
IRS990/RevenuesLessExpensesPriorYear0-67691
IRS990/SalariesEtcCurrentYear0578991
IRS990/SalariesEtcPriorYear0576679
IRS990/SavingsAndTempCashInvestments/EOY0112556
IRS990ScheduleA/GrossInvestmentIncome170/Total00
IRS990ScheduleA/InvestmentIncomePercentage00
IRS990ScheduleA/PublicSupportPercentage50900
IRS990ScheduleA/PublicSupportPertcentage17000
IRS990ScheduleA/PublicSupportTotal17000
IRS990ScheduleA/PublicSupportTotal50900
IRS990ScheduleA/School170b1Aii0X
IRS990/ScheduleBRequired0false
IRS990ScheduleD/Buildings/BookValue0819613
IRS990ScheduleD/Buildings/Depreciation01088497
IRS990ScheduleD/Buildings/OtherCostOrOtherBasis01908110
IRS990ScheduleD/Equipment/BookValue01241
IRS990ScheduleD/Equipment/Depreciation037497
IRS990ScheduleD/Equipment/OtherCostOrOtherBasis038738
IRS990ScheduleD/ExcessOrDeficitForYear050320
IRS990ScheduleD/ExcessOrDeficitPerFS050320
IRS990ScheduleD/ExpensesSubtotal01171289
IRS990ScheduleD/Land/BookValue0788719
IRS990ScheduleD/Land/OtherCostOrOtherBasis0788719
IRS990ScheduleD/RevenueSubtotal01221609
IRS990ScheduleD/TotalExpenses01171289
IRS990ScheduleD/TotalExpensesPerForm99001171289
IRS990ScheduleD/TotalOfBookValueLandBuildings01609573
IRS990ScheduleD/TotalRevenue01221609
IRS990ScheduleD/TotalRevenuePerForm99001221609
IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt01171289
IRS990ScheduleD/TotRevenueEtcAuditedFinclStmt01221609
IRS990ScheduleE/ComplianceWithRevProc75500true
IRS990ScheduleE/DiscriminateRaceAdmissPolicies0false
IRS990ScheduleE/DiscriminateRaceAthleticProg0false
IRS990ScheduleE/DiscriminateRaceEducPolicies0false
IRS990ScheduleE/DiscriminateRaceEmplmnFaculty0false
IRS990ScheduleE/DiscriminateRaceOtherActy0false
IRS990ScheduleE/DiscriminateRaceScholarships0false
IRS990ScheduleE/DiscriminateRaceStudentsRights0false
IRS990ScheduleE/DiscriminateRaceUseOfFclts0false
IRS990ScheduleE/Form990ScheduleEPartII/Explanation0RACIALLY NONDISCRIMINATORY POLCIY IS INCLUDED IN THE CHARTER CONTRACT, WHICH IS A PUBLIC DOCUMENT.
IRS990ScheduleE/Form990ScheduleEPartII/Explanation1RECEIVES FINANCIAL SUPPORT FROM THE UNITED STATES
IRS990ScheduleE/Form990ScheduleEPartII/Identifier0Line 3
IRS990ScheduleE/Form990ScheduleEPartII/Identifier1Line 6b
IRS990ScheduleE/GovernmentFinancialAidReceived0true
IRS990ScheduleE/GovernmentFinancialAidRevoked0false
IRS990ScheduleE/MaintCopiesOfAllSolicitations0true
IRS990ScheduleE/MaintCopiesOfBrochuresEtc0true
IRS990ScheduleE/MaintRacialCompositionRecords0true
IRS990ScheduleE/MaintScholarshipsRecords0true
IRS990ScheduleE/NondiscriminatoryPolicyStmt0true
IRS990ScheduleE/PolicyPublViaBroadcastMedia0true
IRS990ScheduleE/PolicyStatementInBrochuresEtc0true
IRS990/ScheduleJRequired0false
IRS990ScheduleL/Form990ScheduleLPartIV/AmountOfTransaction0120000
IRS990ScheduleL/Form990ScheduleLPartIV/AmountOfTransaction168234
IRS990ScheduleL/Form990ScheduleLPartIV/DescriptionOfTransaction0Educational Services for Kindergarten
IRS990ScheduleL/Form990ScheduleLPartIV/DescriptionOfTransaction1Rent
IRS990ScheduleL/Form990ScheduleLPartIV/NameOfInterestedPerson/NamePerson0KHALSA MONTESSORI PRIMARY SCHOOL IN
IRS990ScheduleL/Form990ScheduleLPartIV/NameOfInterestedPerson/NamePerson1KHALSA MONTESSORI PRIMARY SCHOOL IN
IRS990ScheduleL/Form990ScheduleLPartIV/Relationship0COMMON BOARD MEMBERS
IRS990ScheduleL/Form990ScheduleLPartIV/Relationship1COMMON BOARD MEMBERS
IRS990ScheduleL/Form990ScheduleLPartIV/SharingOfRevenues0false
IRS990ScheduleL/Form990ScheduleLPartIV/SharingOfRevenues1false
IRS990ScheduleO/GeneralExplanation/Explanation0JASWANT KHALSA AND SATWANT KHALSA HAVE A FAMILY RELATIONSHIP
IRS990ScheduleO/GeneralExplanation/Explanation1THE BOARD REVIEWS AND APPROVES THE FORM 990 PRIOR TO FILING.
IRS990ScheduleO/GeneralExplanation/Explanation2CONFLICT OF INTEREST (COI) POLICY/ENFORCEMENT -
IRS990ScheduleO/GeneralExplanation/Explanation3THE SCHOOL'S BOARD MEMBERS ARE SUBJECT TO THE COI POLICY.
IRS990ScheduleO/GeneralExplanation/Explanation4THE BOARD MEMBERS REVIEW THE POLICY ANNUALLY AND NEW BOARD
IRS990ScheduleO/GeneralExplanation/Explanation5MEMBERS ARE ADVISED ON THE POLICY UPON ENTERING THE DUTIES
IRS990ScheduleO/GeneralExplanation/Explanation6OF THEIR OFFICE. ANY BOARD MEMBER HAVING COI OR POSSIBLE COI
IRS990ScheduleO/GeneralExplanation/Explanation7SHOULD NOT VOTE OR USE HIS/HER PERSONAL INFLUENCE ON THE MATTER.
IRS990ScheduleO/GeneralExplanation/Explanation8AVAILABLE UPON REQUEST.
IRS990ScheduleO/GeneralExplanation/Explanation9BOARD MEMBERS' WEEKLY HOURS FOR 2011-12 AT THE SCHOOL'S
IRS990ScheduleO/GeneralExplanation/Explanation10RELATED ORGANIZATION (KHALSA MONTESSORI PRIMARY SCHOOL) ARE:
IRS990ScheduleO/GeneralExplanation/Explanation11ANN-ELIZABETH HAMILTON - 1 HOUR
IRS990ScheduleO/GeneralExplanation/Explanation12KEERAT GIORDANO - 5 HOURS
IRS990ScheduleO/GeneralExplanation/Explanation13BRIAN FLATGARD - 1 HOUR
IRS990ScheduleO/GeneralExplanation/Explanation14JASWANT KAUR KHALSA - 5 HOURS
IRS990ScheduleO/GeneralExplanation/Explanation15SATWANT KHALSA - 10 HOURS
IRS990ScheduleO/GeneralExplanation/Explanation16BRYAN MURPHY - 1 HOUR
IRS990ScheduleO/GeneralExplanation/Explanation17TOM CAGLIO - 1 HOUR
IRS990ScheduleO/GeneralExplanation/Explanation18KAREN PAXTON - 15 HOURS
IRS990ScheduleO/GeneralExplanation/Explanation19DONNA WATERS - 40 HOURS
IRS990ScheduleO/GeneralExplanation/Identifier0Pt VI, Line 2
IRS990ScheduleO/GeneralExplanation/Identifier1Pt VI, Line 11a
IRS990ScheduleO/GeneralExplanation/Identifier2Pt VI, Line 12c
IRS990ScheduleO/GeneralExplanation/Identifier3Pt VI, Line 19
IRS990ScheduleO/GeneralExplanation/Identifier4PT VII, COL B
IRS990/ScheduleORequired0true
IRS990ScheduleR/ExchangeOfAssets0false
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine10346 EAST CORONADO ROAD
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City0PHOENIX
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State0AZ
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode085004
IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityName/BusinessNameLine10NA
IRS990ScheduleR/Form990ScheduleRPartII/EIN0263979616
IRS990ScheduleR/Form990ScheduleRPartII/ExemptCodeSection0501(C)(3)
IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState0AZ
IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine10KHALSA MONTESSORI PRIMARY SCHOOL INC
IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities0EDUCATON OF 3 TO 6 YEAR OLD STUDENTS
IRS990ScheduleR/Form990ScheduleRPartII/PublicCharityStatus02
IRS990ScheduleR/GiftGrantOrCapContrFrOtherOrg0false
IRS990ScheduleR/GiftGrantOrCapContrToOtherOrg0false
IRS990ScheduleR/LoansOrGuaranteesFromOtherOrg0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrg0false
IRS990ScheduleR/OtherTransferFromOtherOrg0false
IRS990ScheduleR/OtherTransferToOtherOrg0false
IRS990ScheduleR/PerformOfServicesByOtherOrgs0true
IRS990ScheduleR/PerformOfServicesForOtherOrgs0false
IRS990ScheduleR/PurchaseOfAssetsFromOtherOrg0false
IRS990ScheduleR/ReceiptOfIntAnnRentsRoyalties0false
IRS990ScheduleR/ReimbursementPaidByOtherOrg0false
IRS990ScheduleR/ReimbursementPaidToOtherOrg0false
IRS990ScheduleR/RentalOfFacilitiesFrOtherOrgs0false
IRS990ScheduleR/RentalOfFacilitiesToOtherOrgs0true
IRS990ScheduleR/SaleOfAssetsToOtherOrg0false
IRS990ScheduleR/SharingOfFacilities0false
IRS990ScheduleR/SharingOfPaidEmployees0false
IRS990ScheduleR/TransactionsRelatedOrgsTable/AmountInvolved068234
IRS990ScheduleR/TransactionsRelatedOrgsTable/AmountInvolved1120000
IRS990ScheduleR/TransactionsRelatedOrgsTable/MethodOfAmtDetermination0CASH
IRS990ScheduleR/TransactionsRelatedOrgsTable/MethodOfAmtDetermination1CASH
IRS990ScheduleR/TransactionsRelatedOrgsTable/NameOfOtherOrganization/BusinessNameLine10KHALSA MONTESSORI PRIMARY SCHOOL INC
IRS990ScheduleR/TransactionsRelatedOrgsTable/NameOfOtherOrganization/BusinessNameLine11KHALSA MONTESSORI PRIMARY SCHOOL INC
IRS990ScheduleR/TransactionsRelatedOrgsTable/TransactionType0i
IRS990ScheduleR/TransactionsRelatedOrgsTable/TransactionType1l
IRS990/School0true
IRS990/SignificantChange0false
IRS990/SignificantNewProgramServices0false
IRS990/StateLegalDomicile0AZ
IRS990/SubjectToProxyTax0false
IRS990/TaxablePartyNotification0false
IRS990/TaxExemptBonds0false
IRS990/Terminated0false
IRS990/TermOrPermanentEndowments0false
IRS990/TheBooksAreInCareOf/AddressUS/AddressLine102536 NORTH 3RD STREET

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,891,420
Liabilities
$1,740,891
Net assets
$150,529
Revenue
-
Expenses
$1,171,289
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.39$0.94$1.45$1.60$1.60$0.00
2024Detailed filing. Detailed filing data is available for this year.$2.48$1.02$1.46$1.56$1.49$0.07
2023Detailed filing. Detailed filing data is available for this year.$2.49$1.10$1.39$1.53$1.50$0.04
2022Detailed filing. Detailed filing data is available for this year.$4.07$2.72$1.35$1.78$1.67$0.11
2021Detailed filing. Detailed filing data is available for this year.$4.18$2.93$1.24$1.71$1.59$0.12
2020Detailed filing. Detailed filing data is available for this year.$4.22$3.10$1.13$1.71$1.42$0.29
2019Detailed filing. Detailed filing data is available for this year.$3.81$2.98$0.84$1.54$1.30$0.24
2018Detailed filing. Detailed filing data is available for this year.$3.27$2.67$0.60$1.31$1.16$0.15
2017Detailed filing. Detailed filing data is available for this year.$1.85$1.40$0.44$1.15$1.00$0.15
2016Detailed filing. Detailed filing data is available for this year.$1.74$1.45$0.29$1.04$0.99$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.74$1.49$0.24$1.06$1.04$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.77$1.56$0.22$1.13$1.10$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.90$1.71$0.19$1.15
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.89$1.74$0.15$1.17
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.88$1.78$0.10$1.18