Civic Intelligence

Fallbrook Country Day School

EIN 95-2893725 • 501(c)3 • Fallbrook, CA

Profile

MONTESSORI PRE SCHOOL

744 Stewart Canyon RdFallbrook, CA 92028

n/A

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

86th percentile

40%

Higher net margin than 86% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

87th percentile

53%

Faster asset growth than 87% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

11th percentile

-75%

Faster revenue growth than 11% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$5,094

Up $1,774 (+53%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$5,094

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue62nd percentileNet Margin86th percentile

Revenue

Down

$4,385

Down $13,181 (-75%) from 2013

Expenses

Down

$2,611

Down $33,630 (-93%) from 2013

Net Income

Up

$1,774

Up $20,449 (+109%) from 2013

Trend Graphs

Balance Sheet Trend

Asset Growth87th percentile

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

$80K$60K$40K$20K$0Assets 2011: $66,470Liabilities 2011: $29,7542011Assets 2012: $41,824Liabilities 2012: $19,8292012Assets 2013: $3,320Liabilities 2013: $02013Assets 2014: $5,094Net Assets 2014: $5,0942014

Highlighted filing

2014

Assets$5,094
Liabilities-
Net Assets$5,094
Open 2014 Filing

Operations Trend

Revenue Growth11th percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2011: $166,605Expenses 2011: $176,054Net Income 2011: -$9,4492011Revenue 2012: $102,573Expenses 2012: $117,294Net Income 2012: -$14,7212012Revenue 2013: $17,566Expenses 2013: $36,241Net Income 2013: -$18,6752013Revenue 2014: $4,385Expenses 2014: $2,611Net Income 2014: $1,7742014

Highlighted filing

2014

Revenue$4,385
Expenses$2,611
Net Income$1,774
Open 2014 Filing

Filings

Most recent year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,094
Liabilities
-
Net assets
$5,094
Revenue
$4,385
Expenses
$2,611
Net income
$1,774
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2014Detailed filing. Detailed filing data is available for this year.$0.05$0.05$0.04$0.03$0.02
2013Summary only. Only limited summary data is available for this year.$0.03$0.00$0.18$0.36$0.19
2012Summary only. Only limited summary data is available for this year.$0.42$0.20$1.03$1.17$0.15
2011Summary only. Only limited summary data is available for this year.$0.66$0.30$1.67$1.76$0.09
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
May 14, 2015
Return Version
2013v4.0
Gross Receipts
$4,385
Mission and Program Overview

Mission

MONTESSORI PRE SCHOOL

Program Services

DescriptionGrantsExpenses
MONTESSORI PRE SCHOOL$2,611-
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TERESITA LEIMERPresident & CEOPT$0--
NANCY SAGERVice President-$0--
DAVID SCHAAFSMATreasurer-$0--
Filing and Contact Details

Filer

EIN
95-2893725
Phone
7607284754

Signing Officer

Name
Teresita Leimer
Title
President & CEO
Signed
2015-05-14
Discuss with paid preparer
Yes

Preparer

Preparer
Ryan Carr CPA
Phone
7606720494
Supplemental Narrative

Additional Explanations

Other Expenses.1008

“Interest $1642”

Other Expenses.1

“PROPERTY TAXES $337”

Other Expenses.2

“STATE TAXES $115”

Other Expenses.3

“BANK CHARGES $17”

Other Assets.1

“- Beginning $3000 - Ending $5076”

Raw XML Appendix135 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0TERESITA LEIMER
IRS990EZ/BooksInCareOfDetail/PhoneNum07607284754
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine101941 CASSIA RD 203
IRS990EZ/BooksInCareOfDetail/USAddress/City0CARLSBAD
IRS990EZ/BooksInCareOfDetail/USAddress/State0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode092011
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0320
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt018
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt04385
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01774
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0500
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt03320
IRS990EZ/Form990TotalAssetsGrp/EOYAmt05094
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt04385
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt03320
IRS990EZ/NetAssetsOrFundBalancesEOYAmt05094
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt03320
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt05094
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TERESITA LEIMER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1NANCY SAGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DAVID SCHAAFSMA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President & CEO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt03000
IRS990EZ/OtherAssetsTotalDetail/EOYAmt05076
IRS990EZ/OtherExpensesTotalAmt02111
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0MONTESSORI PRE SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MONTESSORI PRE SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt02611
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0true
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt02611
IRS990EZ/TotalProgramServiceExpensesAmt02611
IRS990EZ/TotalRevenueAmt04385
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Interest $1642
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PROPERTY TAXES $337
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2STATE TAXES $115
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BANK CHARGES $17
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4- Beginning $3000 - Ending $5076
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1008
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Assets.1
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TERESITA LEIMER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President & CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine10FALLBROOK COUNTRY DAY SCHOOL
ReturnHeader/Filer/BusinessNameControlTxt0FALL
ReturnHeader/Filer/EIN0952893725
ReturnHeader/Filer/PhoneNum07607284754
ReturnHeader/Filer/USAddress/AddressLine10744 STEWART CANYON RD
ReturnHeader/Filer/USAddress/City0FALLBROOK
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode092028
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Carr Accounting
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10409 S Las Posas Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0San Marcos
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode092078
ReturnHeader/PreparerPersonGrp/PhoneNum07606720494
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Ryan Carr CPA
ReturnHeader/ReturnTs02015-05-14T17:28:54-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

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