Montessori Charity Foundation
Nonprofit profile at a glance
- EIN
- 811364138
- IRS 990-EZ coverage
- 2022–2024
- Forms available
- Form 990-EZ 2024, Form 990-N 2020
- Location
- Mesa, AZ, USA
- Phone
- 6024038514
- Rating
- 80
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Fund Raising and/or Fund Distribution
Reported finances
- Revenue
- $125,013
- Expenses
- $113,048
- Assets
- $54,400
- Liabilities
- $7,003
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
2 people listed
Executive titles in this filing
- SHERRI SAMPSON (PRESIDENT)
People named in this filing
- SHERRI SAMPSON (PRESIDENT)
- COLLEEN MARTIN (SECRETARY)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Provide educational scholarships
What it reported doing in 2024
To raise funds to provide educational scholarships for students to attend montessori schools in Arizona
Operating model
- Revenue model
- Donor-supported. 100% of the money available for current operations came from contributions and gifts.
- Distribution model
- Grant intermediary. The nonprofit sent 98% of its reported program spending out as grants.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and assets have declined or grown slowly.
Rating breakdown
- Financial Efficiency: 82
- Transparency & Controls: 82
- Sustainability: 48
- Growth: 80
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 79.1%; rating input score 79
- Program expense ratio: 87.5%; rating input score 88
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: 9.6%; rating input score 57; 57th percentile among comparable filings
- Total-asset coverage ratio: 0.48; rating input score 37; 37th percentile among comparable filings
- Liabilities to assets ratio: 0.13; rating input score 22; 22nd percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings
Growth
- Program expense growth: 21.7% per year; rating input score 100; 78th percentile among comparable filings
- Revenue growth: 17.2% per year; rating input score 100; 80th percentile among comparable filings
- Asset growth: -16.8% per year; rating input score 0; 7th percentile among comparable filings
Details
- Where the money goes: 79.1% of revenue deployed · 87.5% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment · $99K in reported program spending
- Leadership: top reported pay $0 · 2 people listed
- Consistency: 8 of 8 current checks pass
- Schedules: 2 filed schedules
- Filing history: 3 filing years from 2022 to 2024
- Contacts: How to reach this organization
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Review — Sustainability: Operating margin scored 57/100.
- High — Growth: Asset growth scored 0/100.
- Moderate — Sustainability: Total-asset coverage ratio scored 37/100.
- High — Sustainability: Liabilities to assets ratio scored 22/100.