Civic Intelligence

Montessori Enrichment Fund

990EZ • Fiscal year 2018 • EIN 86-1175341

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 15, 2019

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

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

1st percentile

-19060%

Higher net margin than 1% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

2nd percentile

-100%

Faster asset growth than 2% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

2nd percentile

-97%

Faster revenue growth than 2% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$168

Down $327,834 (-100%) from 2017

Net Assets

Down

$168

Down $327,834 (-100%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin1st percentile

Revenue

Down

$1,720

Down $65,793 (-97%) from 2017

Expenses

Up

$329,554

Up $196,619 (+148%) from 2017

Net Income

Down

-$327,834

Down $262,412 (-401%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth2nd 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

2018

Assets$168
Liabilities$0
Net Assets$168
Open 2018 Filing

Operations Trend

Revenue Growth2nd 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

2018

Revenue$1,720
Expenses$329,554
Net Income-$327,834
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 15, 2019
Return Version
2018v3.1
Gross Receipts
$1,720
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
PROVIDE SCHOLARSHIPS TO STUDENTS AND SUPPORT PARENT EDUCATIONAL OPPORTUNITIES THROUGH THE USE OF GUEST SPEAKERS.$327,044$327,044
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
AMY D'ANN HENDERSONPresident-$0--
JUDY DUKEVice President-$0--
BRETT HENDERSONTreasurer-$0--
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
2019-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Weaver and Tidwell Llp
Address
2821 W 7TH ST STE 700, FORT WORTH, TX 76107
Preparer
Ira L Nevelow
Phone
8173327905
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest income. Amount: 1,471.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: tuition assistance. Grantee name: various. Amount given: 22,032.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: to provide support. Grantee name: montessori advancement organiztion. Amount given: 305,012. Total included on form 990-ez, line 10: 327,044.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: bank service charges. Amount: 10.”

Raw XML Appendix165 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0BRETT HENDERSON
IRS990EZ/BooksInCareOfDetail/PhoneNum08172491380
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0532 JAKMAR RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FORT WORTH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd076126
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0328002
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0168
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt0249
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-327834
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02500
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0328002
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0168
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0327044
IRS990EZ/GrossReceiptsAmt01720
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt01471
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0328002
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0168
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0328002
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0168
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0AMY D'ANN HENDERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JUDY DUKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BRETT HENDERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd01
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt010
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE SCHOLARSHIPS, EDUCATIONAL FIELD TRIPS AND SPEAKERS TO SUPPORT PARENT EDUCATION OPPORTUNITIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE SCHOLARSHIPS TO STUDENTS AND SUPPORT PARENT EDUCATIONAL OPPORTUNITIES THROUGH THE USE OF GUEST SPEAKERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0327044
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0327044
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0329554
IRS990EZ/TotalProgramServiceExpensesAmt0327044
IRS990EZ/TotalRevenueAmt01720
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0249
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt066806
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0114765
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0112565
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0224684
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0519069
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01471
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0707
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0463
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0625
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0413
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt03679
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99300
IRS990ScheduleA/PublicSupportPY170Pct00.99460
IRS990ScheduleA/PublicSupportTotal170Amt0519069
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0249
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt066806
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0114765
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0112565
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0224684
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0519069
IRS990ScheduleA/TotalSupportAmt0522748
IRS990ScheduleN/DirectorOfSuccessor2Ind00
IRS990ScheduleN/DispositionOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0CASH
IRS990ScheduleN/DispositionOfAssetsDetail/BusinessName/BusinessNameLine1Txt0MONTESSORI ADVANCEMENT ORGANIZATION
IRS990ScheduleN/DispositionOfAssetsDetail/DistributionDt02018-12-31
IRS990ScheduleN/DispositionOfAssetsDetail/EIN0812668303
IRS990ScheduleN/DispositionOfAssetsDetail/FairMarketValueOfAssetAmt0305012
IRS990ScheduleN/DispositionOfAssetsDetail/IRCSectionTxt0501C(3)
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/AddressLine1Txt0532 JAKMAR RD
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/CityNm0FORT WORTH
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/StateAbbreviationCd0TX
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/ZIPCd076126
IRS990ScheduleN/EmployeeOfSuccessor2Ind00
IRS990ScheduleN/OwnerOfSuccessor2Ind00
IRS990ScheduleN/ReceiveCompensation2Ind00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 1,471.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: TUITION ASSISTANCE. GRANTEE NAME: VARIOUS. AMOUNT GIVEN: 22,032.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: TO PROVIDE SUPPORT. GRANTEE NAME: MONTESSORI ADVANCEMENT ORGANIZTION. AMOUNT GIVEN: 305,012. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 327,044.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: BANK SERVICE CHARGES. AMOUNT: 10.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0AMY HENDERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08172491380
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONTESSORI ENRICHMENT FUND
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0861175341
ReturnHeader/Filer/PhoneNum08172491380
ReturnHeader/Filer/USAddress/AddressLine1Txt0532 JAKMAR RD
ReturnHeader/Filer/USAddress/CityNm0FORT WORTH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd076126
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04AC0450251447F45389DEC091B102DBA0ED3B7D9
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0206.248.33.96
ReturnHeader/FilingSecurityInformation/IPDt02019-11-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm015:32:56
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0750786316
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WEAVER AND TIDWELL LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02821 W 7TH ST STE 700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FORT WORTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd076107
ReturnHeader/PreparerPersonGrp/PhoneNum08173327905
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0IRA L NEVELOW
ReturnHeader/ReturnTs02019-11-15T17:12:27-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$168
Liabilities
$0
Net assets
$168
Revenue
$1,720
Expenses
$329,554
Net income
-$327,834
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$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
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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