Civic Intelligence

Montessori Scholarship Organizationinc

EIN 86-1002243 • 501(c)3 • Phoenix, AZ

Phoenix, AZ
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2022

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

12th percentile

-65%

Higher net margin than 12% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

85th percentile

$11,045

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 3.9% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

25th percentile

-34%

Faster revenue growth than 25% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Down

$0

Down $187,232 (-100%) from 2021

Liabilities

Down

$0

Down $1,657 (-100%) from 2021

Net Assets

Down

$0

Down $185,575 (-100%) from 2021

Revenue

Down

$284,429

Down $147,761 (-34%) from 2021

Expenses

Up

$470,004

Up $116,002 (+33%) from 2021

Net Income

Down

-$185,575

Down $263,763 (-337%) from 2021

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$300K$200K$100K$0Assets 2012: $212,428Liabilities 2012: $973Net Assets 2012: $211,4552012Assets 2013: $347,721Liabilities 2013: $2,983Net Assets 2013: $344,7382013Assets 2014: $322,806Liabilities 2014: $2,551Net Assets 2014: $320,2552014Assets 2015: $162,293Liabilities 2015: $2,320Net Assets 2015: $159,9732015Assets 2016: $221,143Liabilities 2016: $2,523Net Assets 2016: $218,6202016Assets 2017: $214,452Liabilities 2017: $0Net Assets 2017: $214,4522017Assets 2018: $320,944Liabilities 2018: $2,844Net Assets 2018: $318,1002018Assets 2019: $295,504Liabilities 2019: $2,500Net Assets 2019: $293,0042019Assets 2020: $107,387Liabilities 2020: $0Net Assets 2020: $107,3872020Assets 2021: $187,232Liabilities 2021: $1,657Net Assets 2021: $185,5752021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2022

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KRevenue 2012: $100,152Expenses 2012: $56,478Net Income 2012: $43,6742012Revenue 2013: $574,408Expenses 2013: $441,125Net Income 2013: $133,2832013Revenue 2014: $591,740Expenses 2014: $616,223Net Income 2014: -$24,4832014Revenue 2015: $546,110Expenses 2015: $706,392Net Income 2015: -$160,2822015Revenue 2016: $571,258Expenses 2016: $512,611Net Income 2016: $58,6472016Revenue 2017: $621,496Expenses 2017: $625,664Net Income 2017: -$4,1682017Revenue 2018: $590,387Expenses 2018: $486,739Net Income 2018: $103,6482018Revenue 2019: $569,930Expenses 2019: $595,026Net Income 2019: -$25,0962019Revenue 2020: $452,192Expenses 2020: $637,809Net Income 2020: -$185,6172020Revenue 2021: $432,190Expenses 2021: $354,002Net Income 2021: $78,1882021Revenue 2022: $284,429Expenses 2022: $470,004Net Income 2022: -$185,5752022

Highlighted filing

2022

Revenue$284,429
Expenses$470,004
Net Income-$185,575

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Dec 27, 2022
Return Version
2021v4.1
Gross Receipts
$284,429
Mission and Program Overview

Mission

Montessori Scholarship Organization, Inc. (MSO) accepts tax credit donations from individuals\corporations for scholarships to be awarded to school age children in arizona

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$185,475--
Cash and Non-Interest-Bearing Accounts$181,033$0▼ $181,033
Savings and Temporary Cash Investments$6,199$0▼ $6,199
Pd in Cap Srpls Land Bldg Eqp Fund$100--
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$187,232$0▼ $187,232
Other Assets Total-$0-
Liabilities
Other Liabilities$1,657--
Total Liabilities$1,657$0▼ $1,657
Net Assets / Fund Balance
Total Net Assets Fund Balance$185,575$0▼ $185,575
Total Liabilities and Net Assets / Fund Balance$187,232$0▼ $187,232
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Theresa M GreweChairmanPT$11,045$11,045

Board Members and Trustees

NameTitle
Suzanne M RagerDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$284,429
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-185,575
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$405,252
Salaries, Compensation, and Employee Benefits$33,416
Other Expenses$31,336
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$405,252--$405,252
Current Officers, Directors, Trustees, and Key Employees$31,386--$31,386
Fees for Services Accounting$17,398--$17,398
Other Expenses$4,569--$4,569
Payroll Taxes$2,030--$2,030
Advertising$1,416--$1,416
Office Expenses$165--$165
Total Functional Expenses$470,004$0$0$470,004
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
jordan greweson of chaircompensationNo$15,485
Taylor GreweDgt of ChairmanCompensationNo$3,097
jeff grewehusband of chaircompensationNo$1,170
brandon greweson of chaircompensationNo$590

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
No
Backup withholding compliance
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

sister's are officers

Form 990, Part VI, Line 11B: Form 990 Review Process

No review was or will be conducted.

Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public Inspection

upon request

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

upon request

Filing and Contact Details

Filer

Filer Name
Montessori Scholarship Organizationinc
EIN
86-1002243
Phone
6232028766
Address
ALLIS 1300 E MISSOURI AVE STE 110, PHOENIX, AZ 85014

Signing Officer

Name
Theresa M Grewe
Title
Chairman
Signed
2022-12-27
Discuss with paid preparer
Yes

Organization Details

Formed
2000
Legal Domicile
Az
Voting Board Members
2
Independent Board Members
0
Employees
2

Preparer

Firm
John Allis III CPA PC
Address
1300 E Missouri Avenue 110, Phoenix, AZ 85014
Preparer
John Allis III
Phone
6022748178
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0school scholarships
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt0114
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0parents of students must submit financial information to determine if need exist for scholarship
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Grantmaker's Description of How Grants are Used
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0TAYLOR GREWE
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm1jeff grewe
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm2brandon grewe
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm3jordan grewe
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0DGT OF CHAIRMAN
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt1husband of chair
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt2son of chair
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt3son of chair
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd1false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd2false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd3false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt03097
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt11170
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt2590
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt315485
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0COMPENSATION
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc1compensation
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc2compensation
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc3compensation
IRS990ScheduleN/AssetsDistributedInd0true
IRS990ScheduleN/AttorneyGeneralNotifiedInd0false
IRS990ScheduleN/BondLiabilitiesDischargedInd0false
IRS990ScheduleN/BondsOutstandingInd0false
IRS990ScheduleN/DirectorOfSuccessorInd0false
IRS990ScheduleN/EmployeeOfSuccessorInd0false
IRS990ScheduleN/LiabilitiesPaidInd0true
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0cash -operating expenses
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02022-06-30
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt02507
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt0Individual
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt0remaining cash
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/PersonNm0taylor grewe
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt015822 n 50th st
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm0GLENDALE
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd0AZ
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd085306
IRS990ScheduleN/OwnerOfSuccessorInd0false
IRS990ScheduleN/ReceiveCompensationInd0false
IRS990ScheduleN/RequiredToNotifyAGInd0false
IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt0taxpayer didn't distribute any assets , the liquidation was accomplished by paying $2607 in final operating expenses
IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc0Sch N, Part III, Additional Information
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0sister's are officers
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2upon request
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3upon request
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public Inspection
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0true
IRS990/TotalAssetsBOYAmt0187232
IRS990/TotalAssetsEOYAmt00
IRS990/TotalAssetsGrp/BOYAmt0187232
IRS990/TotalAssetsGrp/EOYAmt00
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0470004
IRS990/TotalFunctionalExpensesGrp/TotalAmt0470004
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01657
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt01657
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0185575
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotalProgramServiceExpensesAmt0470004
IRS990/TotalProgramServiceRevenueAmt0284429
IRS990/TotalReportableCompFromOrgAmt011045
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0284429
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0284429
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0187232
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0ALLIS 1300 E MISSOURI AVE STE 110
IRS990/USAddress/CityNm0PHOENIX
IRS990/USAddress/StateAbbreviationCd0AZ
IRS990/USAddress/ZIPCd0850142372
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0msoonline.com
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0THERESA M GREWE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-12-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONTESSORI SCHOLARSHIP ORGANIZATIONINC
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0861002243
ReturnHeader/Filer/PhoneNum06232028766
ReturnHeader/Filer/USAddress/AddressLine1Txt0ALLIS 1300 E MISSOURI AVE STE 110

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