Civic Intelligence

Montessori Enrichment Fund

990 • Fiscal year 2016 • EIN 86-1175341

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 07, 2017

Organization ProfileN/A
532 Jakmar RdFort Worth, TX 76126

(817) 249-1380

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

84th percentile

30%

Higher net margin than 84% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

62nd percentile

9.7%

Faster asset growth than 62% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

52nd percentile

1.8%

Faster revenue growth than 52% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$393,424

Up $34,889 (+9.7%) from 2015

Net Assets

Up

$393,424

Up $34,889 (+9.7%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin84th percentile

Revenue

Up

$115,228

Up $2,038 (+1.8%) from 2015

Expenses

Up

$80,339

Up $80,262 (+104236%) from 2015

Net Income

Down

$34,889

Down $78,224 (-69%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

$400K$300K$200K$100K$0Assets 2010: $111,493Liabilities 2010: $02010Assets 2011: $111,493Liabilities 2011: $02011Assets 2012: $113,794Net Assets 2012: $113,7942012Assets 2013: $143,450Liabilities 2013: $02013Assets 2014: $0Liabilities 2014: $02014Assets 2015: $358,535Liabilities 2015: $0Net Assets 2015: $358,5352015Assets 2016: $393,424Liabilities 2016: $0Net Assets 2016: $393,4242016Assets 2017: $328,002Liabilities 2017: $0Net Assets 2017: $328,0022017Assets 2018: $168Liabilities 2018: $0Net Assets 2018: $1682018

Highlighted filing

2016

Assets$393,424
Liabilities$0
Net Assets$393,424
Open 2016 Filing

Operations Trend

Revenue Growth52nd percentile

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

$400K$200K$0-$200K-$400KRevenue 2010: $91,339Expenses 2010: $0Net Income 2010: $91,3392010Revenue 2011: $91,339Expenses 2011: $0Net Income 2011: $91,3392011Revenue 2012: $6,880Expenses 2012: $4,580Net Income 2012: $2,3002012Revenue 2013: $29,656Expenses 2013: $0Net Income 2013: $29,6562013Revenue 2014: $225,097Expenses 2014: $123,125Net Income 2014: $101,9722014Revenue 2015: $113,190Expenses 2015: $77Net Income 2015: $113,1132015Revenue 2016: $115,228Expenses 2016: $80,339Net Income 2016: $34,8892016Revenue 2017: $67,513Expenses 2017: $132,935Net Income 2017: -$65,4222017Revenue 2018: $1,720Expenses 2018: $329,554Net Income 2018: -$327,8342018

Highlighted filing

2016

Revenue$115,228
Expenses$80,339
Net Income$34,889
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 7, 2017
Return Version
2016v3.0
Gross Receipts
$115,228
Mission and Program Overview

Mission

To provide scholarships, educational field trips and speakers to support parent education opportunities.

Provide educational scholarships, field trips and parent education speakers.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$350,000$393,424▲ $43,424
Rtn Earn Endowment Incm Other Fnds$358,535$393,424▲ $34,889
Cash and Non-Interest-Bearing Accounts$8,535$0▼ $8,535
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$358,535$393,424▲ $34,889
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$358,535$393,424▲ $34,889
Total Liabilities and Net Assets / Fund Balance$358,535$393,424▲ $34,889
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
AMY D'ANN HENDERSONPresident
Judy DukeVice President
Patrick D HendersonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$114,765
Program Service Revenue
$0
Investment Income
$463
Other Revenue
$0
All Other Contributions
$114,765
Change in Net Assets
$34,889
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$58,489
Other Expenses$21,850
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$58,489--$58,489
Travel$15,589--$15,589
Fees for Services Legal-$5,595-$5,595
Conferences and Meetings-$555-$555
Other Expenses-$126-$126
Office Expenses-$-15-$-15
Total Functional Expenses$74,078$6,261$0$80,339
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
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, Section A, Line 2

“The montessory enrichment fund (mef) was established by amy henderson to support educational opportunities for montessori students. As a life long teacher and believer in the montessori methods, she wanted to provide these types of opportunities to others. In order to support the mef and its basic formation, the members consisted of amy henderson and pat henderson, who are husband and wife.”

Form 990, Part VI, Section B, Line 11B

“The 990 is initially prepared by an outside accounting firm. Once completed, the treasurer and the accountant review the 990. Together they ensure the data is accurate. Prior to filing, the treasurer reviews the 990 with the president and vice president and obtains concurrence to file the return.”

Form 990, Part VI, Section C, Line 19

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

Filing and Contact Details

Filer

Filer Name
Montessori Enrichment Fund
EIN
86-1175341
Phone
8172491380
Address
532 JAKMAR RD, FORT WORTH, TX 76126

Signing Officer

Name
Amy Henderson
Title
President
Phone
8172491380
Signed
2017-11-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Amy Henderson
Formed
2006
Legal Domicile
TX
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
10

Preparer

Firm
Weaver and Tidwell Llp
Address
2821 W 7TH STREET SUITE 700, FORT WORTH, TX 76107
Preparer
Heidi J Dolan
Phone
8173327905
Raw XML Appendix308 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.

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IRS990/ActivitiesConductedPrtshpInd00
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IRS990/AllOtherContributionsAmt0114765
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0AMY HENDERSON
IRS990/BooksInCareOfDetail/PhoneNum08172491380
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0SCHOLARSHIPS ARE PAID DIRECTLY TO THE MONTESSORI SCHOOL, SO THE FUND KNOWS THEY ARE USED FOR SCHOOL TUITION.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE MONTESSORY ENRICHMENT FUND (MEF) WAS ESTABLISHED BY AMY HENDERSON TO SUPPORT EDUCATIONAL OPPORTUNITIES FOR MONTESSORI STUDENTS. AS A LIFE LONG TEACHER AND BELIEVER IN THE MONTESSORI METHODS, SHE WANTED TO PROVIDE THESE TYPES OF OPPORTUNITIES TO OTHERS. IN ORDER TO SUPPORT THE MEF AND ITS BASIC FORMATION, THE MEMBERS CONSISTED OF AMY HENDERSON AND PAT HENDERSON, WHO ARE HUSBAND AND WIFE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 990 IS INITIALLY PREPARED BY AN OUTSIDE ACCOUNTING FIRM. ONCE COMPLETED, THE TREASURER AND THE ACCOUNTANT REVIEW THE 990. TOGETHER THEY ENSURE THE DATA IS ACCURATE. PRIOR TO FILING, THE TREASURER REVIEWS THE 990 WITH THE PRESIDENT AND VICE PRESIDENT AND OBTAINS CONCURRENCE TO FILE THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
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ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-07
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FORT WORTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd076107
ReturnHeader/PreparerPersonGrp/PhoneNum08173327905
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HEIDI J DOLAN
ReturnHeader/ReturnTs02017-11-14T16:04:43-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$393,424
Liabilities
$0
Net assets
$393,424
Revenue
$115,228
Expenses
$80,339
Net income
$34,889
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.02$3.30$3.28
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.28$0.00$3.28$0.68$1.33$0.65
2016Detailed filing. Detailed filing data is available for this year.$3.93$0.00$3.93$1.15$0.80$0.35
2015Summary only. Only limited summary data is available for this year.$3.59$0.00$3.59$1.13$0.00$1.13
2014Summary only. Only limited summary data is available for this year.$0.00$0.00$2.25$1.23$1.02
2013Summary only. Only limited summary data is available for this year.$1.43$0.00$0.30$0.00$0.30
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.14$1.14$0.07$0.05$0.02
2011Summary only. Only limited summary data is available for this year.$1.11$0.00$0.91$0.00$0.91
2010Summary only. Only limited summary data is available for this year.$1.11$0.00$0.91$0.00$0.91