Civic Intelligence

Khalsa Montessori Elementary Schools

990 • Fiscal year 2021 • EIN 86-0824311

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 23, 2021

Organization ProfileWWW.KHALSAMONTESSORI.ORG
2536 North 3rd StreetPhoenix, AZ 85004

(602) 252-3759

Siviq Scores

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

Liabilities / Assets

89th percentile

0.70x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

91st percentile

1.72x

Higher debt load relative to revenue than 91% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

39th percentile

6.9%

Higher net margin than 39% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

53rd percentile

$64,610

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 3.8% of source-year revenue.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

23rd percentile

-1.0%

Faster asset growth than 23% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

32nd percentile

0.1%

Faster revenue growth than 32% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets89th percentile

Assets

Down

$4,177,732

Down $43,975 (-1.0%) from 2020

Net Assets

Up

$1,244,220

Up $118,170 (+10%) from 2020

Liabilities

Down

$2,933,512

Down $162,145 (-5.2%) from 2020

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin39th percentile

Revenue

Up

$1,709,459

Up $1,863 (+0.1%) from 2020

Expenses

Up

$1,591,289

Up $174,319 (+12%) from 2020

Net Income

Down

$118,170

Down $172,456 (-59%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth23rd 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

2021

Assets$4,177,732
Liabilities$2,933,512
Net Assets$1,244,220
Open 2021 Filing

Operations Trend

Revenue Growth32nd percentile

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

2021

Revenue$1,709,459
Expenses$1,591,289
Net Income$118,170
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 23, 2021
Return Version
2020v4.1
Gross Receipts
$1,709,459
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$3,559,120$3,509,933▼ $49,187
Cash and Non-Interest-Bearing Accounts$330,745$371,212▲ $40,467
Savings and Temporary Cash Investments$286,432$286,518▲ $86
Accounts Receivable$44,579$9,238▼ $35,341
Prepaid Expenses and Deferred Charges$831$831→ $0
Total Assets$4,221,707$4,177,732▼ $43,975
Liabilities
Mortgage Notes Payable Secured by Investment Property$2,998,274$2,838,303▼ $159,971
Accounts Payable and Accrued Expenses$45,284$47,869▲ $2,585
Deferred Revenue$52,099$47,340▼ $4,759
Total Liabilities$3,095,657$2,933,512▼ $162,145
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$950,104$1,041,825▲ $91,721
Net Assets With Donor Restrictions$175,946$202,395▲ $26,449
Total Net Assets Fund Balance$1,126,050$1,244,220▲ $118,170
Total Liabilities and Net Assets / Fund Balance$4,221,707$4,177,732▼ $43,975

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,165,484$1,750,306$3,915,790
Land$1,215,659-$1,215,659
Other Land Buildings$107,480$130,426$237,906
Equipment$21,310$50,388$71,698
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Karen PaxtonPresident/school DirectorPT$23,750$40,860$64,610
Keerat GiordanoSecretary/treasurer/sped CoordinatorPT$42,177$16,790$58,967
Carie ModeerMemberFT$52,808$3,050$55,858
Lindsay CaglioTreasurerFT$41,628$2,841$44,469
Tom CaglioVice President-$250$636$886

Board Members and Trustees

NameTitle
Bryan MurphyMember
Liz BernreuterMember
Sara ParkMember
Revenue and Support

Revenue Composition

Contributions and Grants
$1,456,303
Program Service Revenue
$93,118
Investment Income
$86
Other Revenue
$159,952
All Other Contributions
$104,988
Change in Net Assets
$118,170

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,709,459
Revenue Not Reported on Form 990
$192,818
Total Revenue per Audited Statements
$1,902,277
Total Revenue per Form 990
$1,709,459
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$841,906
Other Expenses$749,383
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$512,712$37,791$0$550,503
Occupancy$237,532$42,594$0$280,126
Current Officers, Directors, Trustees, and Key Employees$166,629$37,770$0$204,399
Fees for Services Other$159,693$49$0$159,742
Depreciation Depletion$103,199$18,212$0$121,411
Office Expenses$74,662$14,093$0$88,755
Payroll Taxes$46,109$5,703$0$51,812
Fees for Services Accounting$0$33,200$0$33,200
Information Technology$28,071$1,478$0$29,549
Other Employee Benefits$27,628$427$0$28,055
Other Expenses$9,678$0$0$9,678
Fees for Services Legal$7,289$993$0$8,282
Pension Plan Contributions$5,658$1,479$0$7,137
Travel$2,726$481$0$3,207
Advertising$0$1,446$0$1,446
Total Functional Expenses$1,395,573$195,716$0$1,591,289

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,591,289
Total Expenses per Audited Statements$1,591,289
Total Expenses per Form 990$1,591,289
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
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
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
Filing and Contact Details

Filer

Filer Name
Khalsa Montessori Elementary Schools
EIN
86-0824311
Phone
6022523759
Address
2536 NORTH 3RD STREET, PHOENIX, AZ 85004

Signing Officer

Name
Karen Paxton
Title
President/school Director
Phone
6022523759
Signed
2021-11-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Karen Paxton
Formed
1996
Legal Domicile
Az
Voting Board Members
7
Independent Board Members
3
Employees
30
Volunteers
78

Preparer

Firm
John C Todd II PC
Address
21630 N 19th Ave Ste B5, Phoenix, AZ 85027
Preparer
John C Todd II
Phone
6235818117
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“The board reviews and approves the form 990 prior to filing.”

Pt VI, Line 12C

“The school's board members are subject to the coi policy. The board members review the policy annually and new board members are advised on the policy upon entering the duties of their offce. Any board member, having a coi or possible coi, should not vote or use his/her personal influence on the matter.”

Pt VI, Line 19

“AVAILABLE UPON REQUEST.”

Pt VI, Line 2

“Tom caglio and lindsay caglio have a family relationship.”

Form 990, Part IX, Line 11G

“Contracted teachers 89707. 89707. 0. 0.”

Form 990, Part IX, Line 11G

“Special education 53527. 53527. 0. 0.”

Form 990, Part IX, Line 11G

“Other purchased services 16508. 16459. 49. 0.”

Financial Statement Notes

Pt XI, Line 2D

“Net assets released from restrictions”

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IRS990/OccupancyGrp/ProgramServicesAmt0237532
IRS990/OccupancyGrp/TotalAmt0280126
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt014093
IRS990/OfficeExpensesGrp/ProgramServicesAmt074662
IRS990/OfficeExpensesGrp/TotalAmt088755
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0427
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt027628
IRS990/OtherEmployeeBenefitsGrp/TotalAmt028055
IRS990/OtherExpensesGrp/Desc0FIELD TRIPS
IRS990/OtherExpensesGrp/Desc1TEACHER EDUCATION
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ProgramServicesAmt013987
IRS990/OtherExpensesGrp/ProgramServicesAmt19678
IRS990/OtherExpensesGrp/TotalAmt013987
IRS990/OtherExpensesGrp/TotalAmt19678
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0AUXILIARY OPERATIONS
IRS990/OtherRevenueMiscGrp/ExclusionAmt00
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt023109
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt023109
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt00
IRS990/OtherRevenueTotalAmt023109
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt037791
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0512712
IRS990/OtherSalariesAndWagesGrp/TotalAmt0550503
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt05703
IRS990/PayrollTaxesGrp/ProgramServicesAmt046109
IRS990/PayrollTaxesGrp/TotalAmt051812
IRS990/PensionPlanContributionsGrp/FundraisingAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt01479
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt05658
IRS990/PensionPlanContributionsGrp/TotalAmt07137
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0831
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0831
IRS990/PrincipalOfficerNm0KAREN PAXTON
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0EXTENDED CARE
IRS990/ProgramServiceRevenueGrp/Desc1SUMMER PROGRAM
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/ExclusionAmt10
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt071808
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt121310
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt10
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt01404777
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0289
IRS990/PYOtherExpensesAmt0702592
IRS990/PYOtherRevenueAmt0162161
IRS990/PYProgramServiceRevenueAmt0140369
IRS990/PYRevenuesLessExpensesAmt0290626
IRS990/PYSalariesCompEmpBnftPaidAmt0714378
IRS990/PYTotalExpensesAmt01416970
IRS990/PYTotalRevenueAmt01707596
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0118170
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt0136843
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt093118
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0286432
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0286518
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt02165484
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01750306
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt03915790
IRS990ScheduleD/EquipmentGrp/BookValueAmt021310
IRS990ScheduleD/EquipmentGrp/DepreciationAmt050388
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt071698
IRS990ScheduleD/ExpensesSubtotalAmt01591289
IRS990ScheduleD/LandGrp/BookValueAmt01215659
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01215659
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0107480
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0130426
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0237906
IRS990ScheduleD/OtherRevenueAmt0192818
IRS990ScheduleD/RevenueNotReportedAmt0192818
IRS990ScheduleD/RevenueSubtotalAmt01709459
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0NET ASSETS RELEASED FROM RESTRICTIONS
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt XI, Line 2d
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03509933
IRS990ScheduleD/TotalExpensesPerForm990Amt01591289
IRS990ScheduleD/TotalRevenuePerForm990Amt01709459
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01902277
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01591289
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0true
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0RECEIVES FINANCIAL SUPPORT FROM THE UNITED STATES
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1DEPARTMENT OF EDUCATION AND THE ARIZONA DEPARTMENT OF
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt2EDUCATION
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt3RACIALLY NONDISCRIMINATORY POLICY IS INCLUDED IN THE CHARTER CONTRACT, WHICH IS A PUBLIC DOCUMENT. RACIALLY NONDISCRIMINATORY POLICY IS INCLUDED IN
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt4RACIALLY NONDISCRIMINATORY POLICY IS INCLUDED IN THE CHARTER CONTRACT, WHICH IS A PUBLIC DOCUMENT. THE CHARTER CONTRACT, WHICH IS A PUBLIC DOCUMENT.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Line 6b
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1Line 6b
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2Line 6b
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc3Line 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc4Line 3
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD REVIEWS AND APPROVES THE FORM 990 PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE SCHOOL'S BOARD MEMBERS ARE SUBJECT TO THE COI POLICY. THE BOARD MEMBERS REVIEW THE POLICY ANNUALLY AND NEW BOARD MEMBERS ARE ADVISED ON THE POLICY UPON ENTERING THE DUTIES OF THEIR OFFCE. ANY BOARD MEMBER, HAVING A COI OR POSSIBLE COI, SHOULD NOT VOTE OR USE HIS/HER PERSONAL INFLUENCE ON THE MATTER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TOM CAGLIO AND LINDSAY CAGLIO HAVE A FAMILY RELATIONSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CONTRACTED TEACHERS 89707. 89707. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SPECIAL EDUCATION 53527. 53527. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6OTHER PURCHASED SERVICES 16508. 16459. 49. 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part IX, Line 11g
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part IX, Line 11g
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part IX, Line 11g
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0KHALSA MONTESSORI PRIMARY SCHOOL INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0263979616
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0AZ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0EDUCATON OF 3 TO 6 YEAR OLD STUDENTS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt02
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0346 EAST CORONADO ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0PHOENIX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0AZ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd085004
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,177,732
Liabilities
$2,933,512
Net assets
$1,244,220
Revenue
$1,709,459
Expenses
$1,591,289
Net income
$118,170
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