Civic Intelligence

Santa Fe Montessori Schools

990 • Fiscal year 2013 • EIN 94-2833232

Jul 01, 2012 to Jun 30, 2013 • Filed on Jul 15, 2014

PO Box 74592075
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$218,916

Flat from 2013

Net Assets

Flat

-$362,480

Flat from 2013

Liabilities

Flat

$581,396

Flat from 2013

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$1,742,637

Flat from 2013

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$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 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

2013

Assets$218,916
Liabilities$581,396
Net Assets-$362,480

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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: $1,923,3962012Expenses 2013: $1,742,6372013Revenue 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

2013

Revenue-
Expenses$1,742,637
Net Income-
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Jul 15, 2014
Return Version
2012v2.0
Gross Receipts
$1,462,130
Mission and Program Overview

Mission

SCHOOL

Filing and Contact Details

Filer

EIN
94-2833232
Raw XML Appendix390 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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IRS990ScheduleL/Form990ScheduleLPartV/Explanation0AFTER REVIEWING THIS FORM AND CAREFULLY CONSIDERING YOUR DEFINITIONS AND EXPLANATIONS, WE HAVE ANSWERED YOUR QUESTIONS TO THE BEST OF OUR ABILITY. SANTA FE MONTESSORI SCHOOLS PAYS RENT TO COASTAL ASSETS. PAUL SAGER OWNS COASTAL ASSETS.HIS WIFE, NANCY, FOUNDED SANTA FE MONTESSORI SCHOOLS IN 1971 AND HAS BEEN ON THE BOARD EVER SINCE IN VARIOUS CAPACITIES. SHE IS PRESENTLY A "MEMBER AT LARGE"
IRS990ScheduleO/GeneralExplanation/Explanation0DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/GeneralExplanation/Explanation1FORM 990 WAS REVIEWED BY BOOKKEEPER, HEAD OF SCHOOL, AND BUSINESS MANAGER
IRS990ScheduleO/GeneralExplanation/Explanation2NANCY T SAGER1492 RED TAIL PLMORGAN HILL, CA 95037DAVID SCHAAFSMA744 STEWART CANYON ROADFALLBROOK, CA 92028
IRS990ScheduleO/GeneralExplanation/Identifier0Form 990, Part VI, Line 19
IRS990ScheduleO/GeneralExplanation/Identifier1Form 990, Part VI, Line 11b
IRS990ScheduleO/GeneralExplanation/Identifier2Form 990, Part VI, Line 9
IRS990ScheduleO/GeneralExplanation/ReturnReference0Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/GeneralExplanation/ReturnReference1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/GeneralExplanation/ReturnReference2Form 990, Part VI, Line 9: Officer, Director, Trustee, Key Employee Mailing Address
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ReturnHeader/Officer/DateSigned02014-07-15
ReturnHeader/Officer/Name0TERESITA LEIMER
ReturnHeader/Officer/Title0President
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Campbell Tersolo & Associates CPAs
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10462 Stevens Avenue Suite 103
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Solana Beach
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode092075
ReturnHeader/Preparer/Name0THOMAS M CAMPBELL
ReturnHeader/Preparer/Phone08584818400
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02012-07-01
ReturnHeader/TaxPeriodEndDate02013-06-30
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02014-07-15T18:08:37-07:00

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