Civic Intelligence

Mountain Oak Charter School

990 • Fiscal year 2016 • EIN 86-0904150

Jul 01, 2015 to Jun 30, 2016 • Filed on Jan 12, 2017

Organization ProfileWWW.MOUNTAINOAKSCHOOL.ORG
1455 Willow Creek RoadPrescott, AZ 86301

(928) 541-7700

Siviq Scores

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

Liabilities / Assets

90th percentile

0.93x

Higher debt load relative to assets than 90% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

87th percentile

1.32x

Higher debt load relative to revenue than 87% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

66th percentile

8.3%

Higher net margin than 66% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

43rd percentile

$45,305

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 3.7% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

60th percentile

4.3%

Faster asset growth than 60% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

72nd percentile

15%

Faster revenue growth than 72% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets90th percentile

Assets

Up

$1,732,869

Up $71,458 (+4.3%) from 2015

Net Assets

Up

$120,901

Up $101,298 (+517%) from 2015

Liabilities

Down

$1,611,968

Down $29,840 (-1.8%) from 2015

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin66th percentile

Revenue

Up

$1,218,212

Up $157,416 (+15%) from 2015

Expenses

Up

$1,116,914

Up $73,001 (+7.0%) from 2015

Net Income

Up

$101,298

Up $84,415 (+500%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MAssets 2011: $1,445,192Liabilities 2011: $1,284,091Net Assets 2011: $161,1012011Assets 2012: $1,358,689Liabilities 2012: $1,275,126Net Assets 2012: $83,5632012Assets 2013: $1,744,267Liabilities 2013: $1,624,227Net Assets 2013: $120,0402013Assets 2014: $1,676,986Liabilities 2014: $1,674,266Net Assets 2014: $2,7202014Assets 2015: $1,661,411Liabilities 2015: $1,641,808Net Assets 2015: $19,6032015Assets 2016: $1,732,869Liabilities 2016: $1,611,968Net Assets 2016: $120,9012016Assets 2017: $1,907,976Liabilities 2017: $1,605,527Net Assets 2017: $302,4492017Assets 2018: $2,020,519Liabilities 2018: $1,610,325Net Assets 2018: $410,1942018Assets 2019: $1,981,794Liabilities 2019: $1,585,890Net Assets 2019: $395,9042019Assets 2020: $1,797,858Liabilities 2020: $1,540,185Net Assets 2020: $257,6732020Assets 2021: $1,628,310Liabilities 2021: $1,499,925Net Assets 2021: $128,3852021Assets 2022: $1,647,104Liabilities 2022: $1,466,385Net Assets 2022: $180,7192022Assets 2023: $1,795,049Liabilities 2023: $1,434,542Net Assets 2023: $360,5072023Assets 2024: $1,425,717Liabilities 2024: $1,464,675Net Assets 2024: -$38,9582024

Highlighted filing

2016

Assets$1,732,869
Liabilities$1,611,968
Net Assets$120,901
Open 2016 Filing

Operations Trend

Revenue Growth72nd percentile

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

$2.0M$1.0M$0-$1.0MExpenses 2011: $986,4652011Expenses 2012: $1,109,5542012Expenses 2013: $1,147,2152013Revenue 2014: $1,119,004Expenses 2014: $1,236,324Net Income 2014: -$117,3202014Revenue 2015: $1,060,796Expenses 2015: $1,043,913Net Income 2015: $16,8832015Revenue 2016: $1,218,212Expenses 2016: $1,116,914Net Income 2016: $101,2982016Revenue 2017: $1,414,592Expenses 2017: $1,233,044Net Income 2017: $181,5482017Revenue 2018: $1,642,457Expenses 2018: $1,534,712Net Income 2018: $107,7452018Revenue 2019: $1,589,032Expenses 2019: $1,603,322Net Income 2019: -$14,2902019Revenue 2020: $1,208,376Expenses 2020: $1,346,607Net Income 2020: -$138,2312020Revenue 2021: $945,563Expenses 2021: $1,074,851Net Income 2021: -$129,2882021Revenue 2022: $1,128,030Expenses 2022: $1,075,696Net Income 2022: $52,3342022Revenue 2023: $1,583,539Expenses 2023: $1,403,751Net Income 2023: $179,7882023Revenue 2024: $1,483,827Expenses 2024: $1,883,292Net Income 2024: -$399,4652024

Highlighted filing

2016

Revenue$1,218,212
Expenses$1,116,914
Net Income$101,298
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jan 12, 2017
Return Version
2015v3.0
Gross Receipts
$1,218,212
Mission and Program Overview

Mission

To provide a waldorf-inspired age appropriate education for

To provide a waldorf-inspired age appropriate education for the whole child that emphasizes intellectual development through the imaginative, artistic, and moral growth of its students. We encourage students to be life-long learners and independent thinkers, as well as self-motivated, creative and responsible individuals who will develop the skills needed to direct their own lives and to serve the greater community to which they belong.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,572,879$1,531,253▼ $41,626
Savings and Temporary Cash Investments$62,339$190,903▲ $128,564
Accounts Receivable$26,193$10,713▼ $15,480
Total Assets$1,661,411$1,732,869▲ $71,458
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,608,760$1,575,374▼ $33,386
Accounts Payable and Accrued Expenses$33,048$34,419▲ $1,371
Deferred Revenue-$2,175-
Total Liabilities$1,641,808$1,611,968▼ $29,840
Net Assets / Fund Balance
Unrestricted Net Assets$19,603$120,901▲ $101,298
Total Net Assets Fund Balance$19,603$120,901▲ $101,298
Total Liabilities and Net Assets / Fund Balance$1,661,411$1,732,869▲ $71,458

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$900,550$203,841$1,104,391
Land$606,768-$606,768
Other Land Buildings$17,517$4,682$22,199
Equipment$6,418$13,299$19,717
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Marlene SullivanMember/teacherFT$41,050$4,255$45,305
Jeffrey HolmesMember/teacherFT$37,080$3,721$40,801
Cindy RoeDirectorFT$30,729$2,949$33,678

Board Members and Trustees

NameTitle
Sunshine ReillyPresident
Angela KumberaMember
Robert BenhuriMember
Robert DavisSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$57,119
Program Service Revenue
$1,141,606
Investment Income
$0
Other Revenue
$19,487
All Other Contributions
$57,119
Change in Net Assets
$101,298

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,218,212
Total Revenue per Audited Statements
$1,218,212
Total Revenue per Form 990
$1,218,212
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$745,290
Salaries, Compensation, and Employee Benefits$371,624
Total Fundraising Expense$32,675
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$376,987$45,944$0$422,931
Other Salaries and Wages$181,397$0$0$181,397
Current Officers, Directors, Trustees, and Key Employees$90,114$66,901$0$157,015
Occupancy$141,202$15,632$0$156,834
Office Expenses$46,218$1,942$0$48,160
Depreciation Depletion$38,357$6,769$0$45,126
Fees for Services Accounting$0$34,941$0$34,941
Other Expenses$0$0$32,675$32,675
Payroll Taxes$20,810$4,795$0$25,605
Pension Plan Contributions$6,079$1,114$0$7,193
Travel$1,855$0$0$1,855
Advertising$0$878$0$878
Other Employee Benefits$414$0$0$414
Fees for Services Legal$0$400$0$400
Interest$158$28$0$186
Total Functional Expenses$903,675$180,564$32,675$1,116,914

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,116,914
Total Expenses per Audited Statements$1,116,914
Total Expenses per Form 990$1,116,914
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
Audit committee
Yes
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Mountain Oak School Inc
EIN
86-0904150
Phone
9285417700
Address
1455 WILLOW CREEK ROAD, PRESCOTT, AZ 86301

Signing Officer

Name
Robert Benhuri
Title
President
Phone
9285417700
Signed
2017-01-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Cindy Roe
Formed
1999
Legal Domicile
Az
Voting Board Members
6
Independent Board Members
4
Employees
50
Volunteers
30

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 governing board reviews and approves the form 990 prior to filing”

Pt VI, Line 19

“AVAILABLE UPON REQUEST”

Form 990EZ, Part II, Line 26

“Accounts Payable & Accrued Expenses”

Form 990EZ, Part II, Line 26

“Bonds, Mortgages & Other Notes”

Raw XML AppendixShowing 400 of 417 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/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt033048
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt034419
IRS990/AccountsReceivableGrp/BOYAmt026193
IRS990/AccountsReceivableGrp/EOYAmt010713
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROVIDE A WALDORF-INSPIRED AGE APPROPRIATE EDUCATION FOR THE WHOLE CHILD THAT EMPHASIZES INTELLECTUAL DEVELOPMENT THROUGH THE IMAGINATIVE, ARTISTIC, AND MORAL GROWTH OF ITS STUDENTS. WE ENCOURAGE STUDENTS TO BE LIFE-LONG LEARNERS AND INDEPENDENT THINKERS, AS WELL AS SELF-MOTIVATED, CREATIVE AND RESPONSIBLE INDIVIDUALS WHO WILL DEVELOP THE SKILLS NEEDED TO DIRECT THEIR OWN LIVES AND TO SERVE THE GREATER COMMUNITY TO WHICH THEY BELONG.
IRS990/AdvertisingGrp/FundraisingAmt00
IRS990/AdvertisingGrp/ManagementAndGeneralAmt0878
IRS990/AdvertisingGrp/ProgramServicesAmt00
IRS990/AdvertisingGrp/TotalAmt0878
IRS990/AllOtherContributionsAmt057119
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ORGANIZATON
IRS990/BooksInCareOfDetail/PhoneNum09285417700
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01455 WILLOW CREEK ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0PRESCOTT
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
IRS990/BooksInCareOfDetail/USAddress/ZIPCd086301
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt066901
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt090114
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0157015
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt057119
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt0745290
IRS990/CYOtherRevenueAmt019487
IRS990/CYProgramServiceRevenueAmt01141606
IRS990/CYRevenuesLessExpensesAmt0101298
IRS990/CYSalariesCompEmpBnftPaidAmt0371624
IRS990/CYTotalExpensesAmt01116914
IRS990/CYTotalFundraisingExpenseAmt032675
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01218212
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/EOYAmt02175
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/FundraisingAmt00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt06769
IRS990/DepreciationDepletionGrp/ProgramServicesAmt038357
IRS990/DepreciationDepletionGrp/TotalAmt045126
IRS990/Desc0TO PROVIDE A WALDORF-INSPIRED AGE APPROPRIATE EDUCATION FOR THE WHOLE CHILD THAT EMPHASIZES INTELLECTUAL DEVELOPMENT THROUGH THE IMAGINATIVE, ARTISTIC, AND MORAL GROWTH OF ITS STUDENTS. WE PROVIDED THAT PROGRAM FOR GRADES K-8.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt050
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0871696
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/FundraisingAmt00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt034941
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt00
IRS990/FeesForServicesAccountingGrp/TotalAmt034941
IRS990/FeesForServicesLegalGrp/FundraisingAmt00
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt0400
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt00
IRS990/FeesForServicesLegalGrp/TotalAmt0400
IRS990/FeesForServicesOtherGrp/FundraisingAmt00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt045944
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0376987
IRS990/FeesForServicesOtherGrp/TotalAmt0422931
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt450.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt540.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt03721
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt42949
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt54255
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0JEFFREY HOLMES
IRS990/Form990PartVIISectionAGrp/PersonNm1SUNSHINE REILLY
IRS990/Form990PartVIISectionAGrp/PersonNm2ROBERT DAVIS
IRS990/Form990PartVIISectionAGrp/PersonNm3ROBERT BENHURI
IRS990/Form990PartVIISectionAGrp/PersonNm4CINDY ROE
IRS990/Form990PartVIISectionAGrp/PersonNm5MARLENE SULLIVAN
IRS990/Form990PartVIISectionAGrp/PersonNm6ANGELA KUMBERA
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt037080
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt430729
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt541050
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0MEMBER/TEACHER
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5MEMBER/TEACHER
IRS990/Form990PartVIISectionAGrp/TitleTxt6MEMBER
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01999
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt01218212
IRS990/GrossRentsGrp/RealAmt01740
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt04
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InterestGrp/FundraisingAmt00
IRS990/InterestGrp/ManagementAndGeneralAmt028
IRS990/InterestGrp/ProgramServicesAmt0158
IRS990/InterestGrp/TotalAmt0186
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt08
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0221822
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01572879
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01531253
IRS990/LandBldgEquipCostOrOtherBssAmt01753075
IRS990/LegalDomicileStateCd0AZ
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE A WALDORF-INSPIRED AGE APPROPRIATE EDUCATION FOR
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt01608760
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt01575374
IRS990/NetAssetsOrFundBalancesBOYAmt019603
IRS990/NetAssetsOrFundBalancesEOYAmt0120901
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt01740
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt01740
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt015632
IRS990/OccupancyGrp/ProgramServicesAmt0141202
IRS990/OccupancyGrp/TotalAmt0156834
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01942
IRS990/OfficeExpensesGrp/ProgramServicesAmt046218
IRS990/OfficeExpensesGrp/TotalAmt048160
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0414
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0414
IRS990/OtherExpensesGrp/Desc0DUES AND FEES
IRS990/OtherExpensesGrp/Desc1FUNDRAISING
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt132675
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01220
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ProgramServicesAmt084
IRS990/OtherExpensesGrp/ProgramServicesAmt10
IRS990/OtherExpensesGrp/TotalAmt01304
IRS990/OtherExpensesGrp/TotalAmt132675
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0AUXILIARY
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt017747
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt017747
IRS990/OtherRevenueTotalAmt017747
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0181397
IRS990/OtherSalariesAndWagesGrp/TotalAmt0181397
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt04795
IRS990/PayrollTaxesGrp/ProgramServicesAmt020810
IRS990/PayrollTaxesGrp/TotalAmt025605
IRS990/PensionPlanContributionsGrp/FundraisingAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt01114
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt06079
IRS990/PensionPlanContributionsGrp/TotalAmt07193
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0CINDY ROE
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0GOVERNMENTAL
IRS990/ProgramServiceRevenueGrp/Desc1AFTER SCHOOL CARE
IRS990/ProgramServiceRevenueGrp/Desc2PRESCHOOL
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01118134
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt15119
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt218353
IRS990/ProgSrvcAccomActy2Grp/Desc0TO PROVIDE AN AFTERNOON PROGRAM FOR KINDERGARTEN CHILDREN DURING THE 15-16 SCHOOL YEAR. WE SERVED CHILDREN IN AN EXTENSION OF OUR REGULAR KINDERGARTEN.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt013571
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt05119
IRS990/ProgSrvcAccomActy3Grp/Desc0TO PROVIDE A WALDORF-INSPIRED PRE-SCHOOL PROGRAM FOR THE WHOLE CHILD THAT EMPHASIZED INTELLECTUAL DEVELOPMENT TROUGH THE IMAGINATIVE, ARTISTIC AND MORAL GROWTH OF ITS STUDENTS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt018408
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt018353
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt067942
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt021
IRS990/PYOtherExpensesAmt0600214
IRS990/PYOtherRevenueAmt038864
IRS990/PYProgramServiceRevenueAmt0953969
IRS990/PYRevenuesLessExpensesAmt016883
IRS990/PYSalariesCompEmpBnftPaidAmt0443699
IRS990/PYTotalExpensesAmt01043913
IRS990/PYTotalRevenueAmt01060796
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0101298
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt01740
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt01118134
IRS990/SavingsAndTempCashInvstGrp/BOYAmt062339
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0190903
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0900550
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0203841
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01104391
IRS990ScheduleD/EquipmentGrp/BookValueAmt06418
IRS990ScheduleD/EquipmentGrp/DepreciationAmt013299
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt019717
IRS990ScheduleD/ExpensesSubtotalAmt01116914
IRS990ScheduleD/LandGrp/BookValueAmt0606768
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0606768
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt017517
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt04682
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt022199
IRS990ScheduleD/RevenueSubtotalAmt01218212
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01531253
IRS990ScheduleD/TotalExpensesPerForm990Amt01116914
IRS990ScheduleD/TotalRevenuePerForm990Amt01218212
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01218212
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01116914
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/ExplanationTxt0THIS INFORMATION IS INCLUDED IN BROCHURES AND NEWSPAPER ADVERTISEMENTS FOR THE SCHOOL. THIS INFORMATION IS INCLUDED IN BROCHURES AND NEWSPAPER ADVERTISEMENTS FOR THE SCHOOL.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1RECEIVES FINANCIAL SUPPORT AND GRANTS FROM THE UNITED STATES DEPARTMENT OF EDUCATION AND THE ARIZONA DEPARTMENT OF EDUCATION
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Line 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1Line 6b
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE GOVERNING BOARD REVIEWS AND APPROVES THE FORM 990 PRIOR TO FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Accounts Payable & Accrued Expenses
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Bonds, Mortgages & Other Notes
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part II, Line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part II, Line 26
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01661411
IRS990/TotalAssetsEOYAmt01732869
IRS990/TotalAssetsGrp/BOYAmt01661411
IRS990/TotalAssetsGrp/EOYAmt01732869
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt057119
IRS990/TotalEmployeeCnt050
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt032675
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0180564
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0903675
IRS990/TotalFunctionalExpensesGrp/TotalAmt01116914
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01641808
IRS990/TotalLiabilitiesEOYAmt01611968
IRS990/TotalLiabilitiesGrp/BOYAmt01641808
IRS990/TotalLiabilitiesGrp/EOYAmt01611968
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt019603
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0120901
IRS990/TotalOtherCompensationAmt010925
IRS990/TotalProgramServiceExpensesAmt0903675
IRS990/TotalProgramServiceRevenueAmt01141606
IRS990/TotalReportableCompFromOrgAmt0108859
IRS990/TotalRevenueGrp/ExclusionAmt01740
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01159353
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01218212
IRS990/TotalVolunteersCnt030
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01661411
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01732869
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/FundraisingAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt00
IRS990/TravelGrp/ProgramServicesAmt01855
IRS990/TravelGrp/TotalAmt01855
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt019603
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0120901
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01455 WILLOW CREEK ROAD
IRS990/USAddress/CityNm0PRESCOTT
IRS990/USAddress/StateAbbreviationCd0AZ
IRS990/USAddress/ZIPCd086301
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0WWW.MOUNTAINOAKSCHOOL.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT BENHURI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09285417700
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-01-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MOUNTAIN OAK SCHOOL INC
ReturnHeader/Filer/BusinessNameControlTxt0MOUN
ReturnHeader/Filer/EIN0860904150

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,732,869
Liabilities
$1,611,968
Net assets
$120,901
Revenue
$1,218,212
Expenses
$1,116,914
Net income
$101,298
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.43$1.46$0.04$1.48$1.88$0.40
2023Detailed filing. Detailed filing data is available for this year.$1.80$1.43$0.36$1.58$1.40$0.18
2022Detailed filing. Detailed filing data is available for this year.$1.65$1.47$0.18$1.13$1.08$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.63$1.50$0.13$0.95$1.07$0.13
2020Detailed filing. Detailed filing data is available for this year.$1.80$1.54$0.26$1.21$1.35$0.14
2019Detailed filing. Detailed filing data is available for this year.$1.98$1.59$0.40$1.59$1.60$0.01
2018Detailed filing. Detailed filing data is available for this year.$2.02$1.61$0.41$1.64$1.53$0.11
2017Detailed filing. Detailed filing data is available for this year.$1.91$1.61$0.30$1.41$1.23$0.18
2016Detailed filing. Detailed filing data is available for this year.$1.73$1.61$0.12$1.22$1.12$0.10
2015Detailed filing. Detailed filing data is available for this year.$1.66$1.64$0.02$1.06$1.04$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.68$1.67$0.00$1.12$1.24$0.12
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.74$1.62$0.12$1.15
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.36$1.28$0.08$1.11
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.45$1.28$0.16$0.99
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • $1M-$5M nonprofits