Civic Intelligence

Santa Fe Montessori Schools

EIN 94-2833232 • 501(c)3 • San Marcos, CA

View Organization Page

Profile

SCHOOL

409 S Las Posas RoadSan Marcos, CA 92078

www.santafemontessori.org

Siviq Scores

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

Liabilities / Assets

100th percentile

190.53x

Higher debt load relative to assets than 100% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

78th percentile

0.40x

Higher debt load relative to revenue than 78% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

19th percentile

-13%

Higher net margin than 19% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

53rd percentile

$67,618

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 4.6% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

2nd percentile

-98%

Faster asset growth than 2% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

18th percentile

-16%

Faster revenue growth than 18% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets100th percentile

Assets

Down

$3,063

Down $185,959 (-98%) from 2014

Liabilities

Down

$583,596

Down $497 (-0.1%) from 2014

Net Assets

Down

-$580,533

Down $185,462 (-47%) from 2014

Operations
Liabilities / Revenue78th percentileNet Margin19th percentile

Revenue

Down

$1,471,778

Down $278,062 (-16%) from 2014

Expenses

Down

$1,657,240

Down $125,191 (-7.0%) from 2014

Net Income

Down

-$185,462

Down $152,871 (-469%) from 2014

Trend Graphs

Balance Sheet Trend

Asset Growth2nd percentile

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

$1.0M$500K$0-$500K-$1.0MAssets 2010: $247,147Liabilities 2010: $462,569Net Assets 2010: -$215,4222010Assets 2011: $269,265Liabilities 2011: $331,904Net Assets 2011: -$62,6392011Assets 2012: $215,387Liabilities 2012: $296,615Net Assets 2012: -$81,2282012Assets 2013: $218,916Liabilities 2013: $581,396Net Assets 2013: -$362,4802013Assets 2014: $189,022Liabilities 2014: $584,093Net Assets 2014: -$395,0712014Assets 2015: $3,063Liabilities 2015: $583,596Net Assets 2015: -$580,5332015

Highlighted filing

2015

Assets$3,063
Liabilities$583,596
Net Assets-$580,533
Open 2015 Filing

Operations Trend

Revenue Growth18th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $2,148,1212010Revenue 2011: $2,238,373Expenses 2011: $2,085,590Net Income 2011: $152,7832011Expenses 2012: $1,923,3962012Revenue 2013: $1,461,385Expenses 2013: $1,742,637Net Income 2013: -$281,2522013Revenue 2014: $1,749,840Expenses 2014: $1,782,431Net Income 2014: -$32,5912014Revenue 2015: $1,471,778Expenses 2015: $1,657,240Net Income 2015: -$185,4622015

Highlighted filing

2015

Revenue$1,471,778
Expenses$1,657,240
Net Income-$185,462
Open 2015 Filing

Filings

Most recent year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,063
Liabilities
$583,596
Net assets
-$580,533
Revenue
$1,471,778
Expenses
$1,657,240
Net income
-$185,462
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2015Detailed filing. Detailed filing data is available for this year.$0.00$0.58$0.58$1.47$1.66$0.19
2014Detailed filing. Detailed filing data is available for this year.$0.19$0.58$0.40$1.75$1.78$0.03
2013Summary only. Only limited summary data is available for this year.$0.22$0.58$0.36$1.46$1.74$0.28
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.22$0.30$0.08$1.92
2011Summary only. Only limited summary data is available for this year.$0.27$0.33$0.06$2.24$2.09$0.15
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.25$0.46$0.22$2.15
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Mar 18, 2016
Return Version
2014v6.0
Gross Receipts
$1,572,341
Mission and Program Overview

Mission

SCHOOL

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$109,238$0▼ $109,238
Prepaid Expenses and Deferred Charges$21,302$0▼ $21,302
Cash and Non-Interest-Bearing Accounts$58,482$3,063▼ $55,419
Savings and Temporary Cash Investments-$0-
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-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$189,022$3,063▼ $185,959
Other Assets Total-$0-
Liabilities
Other Liabilities$326,834$574,447▲ $247,613
Deferred Revenue$226,227--
Accounts Payable and Accrued Expenses$31,032$9,149▼ $21,883
Total Liabilities$584,093$583,596▼ $497
Net Assets / Fund Balance
Unrestricted Net Assets$-395,071$-580,533▼ $185,462
Total Net Assets Fund Balance$-395,071$-580,533▼ $185,462
Total Liabilities and Net Assets / Fund Balance$189,022$3,063▼ $185,959

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$65,097$119,738$184,835
Other Land Buildings$2,699$22,013$24,712
Buildings$-67,796$-141,751$-209,547
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Teresita LeimerPresidentFT$67,618$67,618

Board Members and Trustees

NameTitle
Nancy T SagerSecretary
David SchaafsmaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,572,341
Investment Income
$-100,563
Other Revenue
$0
Change in Net Assets
$-185,462
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,113,388
Other Expenses$543,852
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$818,874--$818,874
Occupancy$267,490--$267,490
Other Employee Benefits$122,174--$122,174
Payroll Taxes$81,237--$81,237
All Other Expenses$57,683$10,855-$68,538
Current Officers, Directors, Trustees, and Key Employees$67,618--$67,618
Fees for Services Legal-$25,585-$25,585
Insurance$23,775--$23,775
Pension Plan Contributions$23,485--$23,485
Advertising$15,896--$15,896
Other Expenses$14,144--$14,144
Depreciation Depletion$8,765--$8,765
Fees for Services Accounting-$5,265-$5,265
Interest$1,608--$1,608
Total Functional Expenses$1,615,535$41,705$0$1,657,240
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
Coastal AssetsMemberBuilding RentalNo-

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payable to Coastal Assets$386,823
Leport Schools$187,624
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
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 11B: Form 990 Review Process

“Form 990 was reviewed by bookkeeper, head of school and business manager”

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

“Documents available to the public”

Filing and Contact Details

Filer

Filer Name
Santa Fe Montessori Schools
EIN
94-2833232
Phone
8587553232
Address
409 S LAS POSAS ROAD, SAN MARCOS, CA 92078

Signing Officer

Name
Teresita Leimer
Title
President
Signed
2016-03-18
Discuss with paid preparer
Yes

Organization Details

Formed
1982
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
1
Employees
31

Preparer

Firm
Carr Accounting
Address
409 S Las Posas Road, San Marcos, CA 92078
Preparer
Ryan Carr CPA
Phone
7606720494
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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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IRS990ScheduleE/MaintainRacialCompRecsInd0false
IRS990ScheduleE/MaintainScholarshipsRecsInd0false
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IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0WEBSITE/PICUTRESMONTESSORI PHILOSPHY OF DIVERSITY IS INHERENTLY NON-DISCRIMINATORY
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule E, Line 4 - Explanation of Records and Materials Not Maintained
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2Schedule E, Line 5 - Explanation of Organization Discrimination by Race
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 WAS REVIEWED BY BOOKKEEPER, HEAD OF SCHOOL AND BUSINESS MANAGER
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990/TotalFunctionalExpensesGrp/TotalAmt01657240
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01471778
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IRS990/UnrestrictedNetAssetsGrp/BOYAmt0-395071
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IRS990/WebsiteAddressTxt0WWW.SANTAFEMONTESSORI.ORG
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ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TERESITA LEIMER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-03-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SANTA FE MONTESSORI SCHOOLS
ReturnHeader/Filer/BusinessNameControlTxt0SANT
ReturnHeader/Filer/EIN0942833232
ReturnHeader/Filer/PhoneNum08587553232
ReturnHeader/Filer/USAddress/AddressLine1Txt0409 S LAS POSAS ROAD
ReturnHeader/Filer/USAddress/CityNm0SAN MARCOS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092078
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Carr Accounting
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0409 S Las Posas Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Marcos
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092078
ReturnHeader/PreparerPersonGrp/PhoneNum07606720494
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Ryan Carr CPA
ReturnHeader/ReturnTs02016-03-18T14:42:37-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

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