MONTESSORI ENRICHMENT FUND: Form 990EZ, tax year 2018

View the entire original 990 at ProPublica ↗

Organization: MONTESSORI ENRICHMENT FUND (EIN 86-1175341)
Tax period: 2018-01-01 to 2018-12-31
Filed: 2019-11-15
IRS object ID: 201923199349207452
Schema version: 2018v3.1
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-EZ
Schedule A
Schedule N
Schedule O
Transfer Prsnl Bnft Contracts Decl

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2019-11-15T17:12:27-06:00	ReturnTs
Tax Period End	2018-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	750786316	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	WEAVER AND TIDWELL LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	2821 W 7TH ST STE 700	AddressLine1Txt
City	FORT WORTH	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	76107	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990EZ	ReturnTypeCd
Tax Period Begin	2018-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	861175341	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	MONTESSORI ENRICHMENT FUND	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	MONT	BusinessNameControlTxt
Phone	8172491380	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	532 JAKMAR RD	AddressLine1Txt
City	FORT WORTH	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	76126	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	AMY HENDERSON	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	8172491380	PhoneNum
Signature	2019-11-15	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	IRA L NEVELOW	PreparerPersonNm
PTIN	P00083210	PTIN
Phone	8173327905	PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	206.248.33.96	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2019-11-15	IPDt
IP Tm	15:32:56	IPTm
IP Timezone	CS	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	DA39A3EE5E6B4B0D3255BFEF95601890AFD80709	AtSubmissionCreationDeviceId
At Submission Filing Device Id	4AC0450251447F45389DEC091B102DBA0ED3B7D9	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2018	TaxYr
Build TS	2020-04-17 16:48:07Z	BuildTS

Form 990-EZ IRS990EZ

Field	Value	IRS element (for citing)
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Website Address	N/A	WebsiteAddressTxt
Organization501c3	Yes (X)	Organization501c3Ind
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Gross Receipts	$1,720	GrossReceiptsAmt
Info In Schedule O Part I	Yes (X)	InfoInScheduleOPartIInd
Contributions Gifts Grants Etc	$249	ContributionsGiftsGrantsEtcAmt
Investment Income	$1,471	InvestmentIncomeAmt
Total Revenue	$1,720	TotalRevenueAmt
Grants And Similar Amounts Paid	$327,044	GrantsAndSimilarAmountsPaidAmt
Fees And Other Pymt To Ind Cntrct	$2,500	FeesAndOtherPymtToIndCntrctAmt
Other Expenses Total	$10	OtherExpensesTotalAmt
Total Expenses	$329,554	TotalExpensesAmt
Excess Or Deficit For Year	-$327,834	ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY	$328,002	NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY	$168	NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

Field	Value	IRS element (for citing)
BOY	$328,002	BOYAmt
EOY	$168	EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$328,002	BOYAmt
EOY	$168	EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

Field	Value	IRS element (for citing)
BOY	$328,002	BOYAmt
EOY	$168	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Primary Exempt Purpose	TO PROVIDE SCHOLARSHIPS, EDUCATIONAL FIELD TRIPS AND SPEAKERS TO SUPPORT PARENT EDUCATION OPPORTUNITIES.	PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp

Field	Value	IRS element (for citing)
Description Program Srvc Accom	PROVIDE SCHOLARSHIPS TO STUDENTS AND SUPPORT PARENT EDUCATIONAL OPPORTUNITIES THROUGH THE USE OF GUEST SPEAKERS.	DescriptionProgramSrvcAccomTxt
Grants And Allocations	$327,044	GrantsAndAllocationsAmt
Program Service Expenses	$327,044	ProgramServiceExpensesAmt

Field	Value	IRS element (for citing)
Total Program Service Expenses	$327,044	TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (3 entries)

TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
AMY D'ANN HENDERSON
PRESIDENT	2.00	$0	$0	$0
JUDY DUKE
VICE PRESIDENT	2.00	$0	$0	$0
BRETT HENDERSON
TREASURER	2.00	$0	$0	$0

Field	Value	IRS element (for citing)
Info In Schedule O Part V	Yes (X)	InfoInScheduleOPartVInd
Activities Not Previously Rpt	0	ActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not Rpt	0	ChgMadeToOrgnzngDocNotRptInd
Organization Had UBI	0	OrganizationHadUBIInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Organization Dissolved Etc	Yes (1)	OrganizationDissolvedEtcInd
Direct Indirect Pltcl Expend	$0	DirectIndirectPltclExpendAmt
Made Loans To From Officers	0	MadeLoansToFromOfficersInd
Tax Imposed Under IRC4911	$0	TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912	$0	TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955	$0	TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr	$0	TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization	$0	TaxReimbursedByOrganizationAmt
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	BRETT HENDERSON	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	532 JAKMAR RD	AddressLine1Txt
City	FORT WORTH	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	76126	ZIPCd

Field	Value	IRS element (for citing)
Phone	8172491380	PhoneNum

Field	Value	IRS element (for citing)
Foreign Financial Account	0	ForeignFinancialAccountInd
Foreign Office	0	ForeignOfficeInd
Donor Advised Fnds	0	DonorAdvisedFndsInd
Operate Hospital	0	OperateHospitalInd
Tanning Services Provided	0	TanningServicesProvidedInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	0	LobbyingActivitiesInd
School Operating	0	SchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd Empl	NONE	PartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof Srvc	NONE	PartVIHghstPdCntrctProfSrvcTxt
Filed Schedule A	Yes (1)	FiledScheduleAInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Public Organization170	Yes (X)	PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$224,684	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$112,565	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$114,765	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$66,806	CurrentTaxYearMinus1YearAmt
Current Tax Year	$249	CurrentTaxYearAmt
Total	$519,069	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$224,684	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$112,565	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$114,765	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$66,806	CurrentTaxYearMinus1YearAmt
Current Tax Year	$249	CurrentTaxYearAmt
Total	$519,069	TotalAmt

Field	Value	IRS element (for citing)
Public Support Total170	$519,069	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$413	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$625	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$463	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$707	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,471	CurrentTaxYearAmt
Total	$3,679	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$522,748	TotalSupportAmt
Public Support CY170	0.99300	PublicSupportCY170Pct
Public Support PY170	0.99460	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Schedule N IRS990ScheduleN

Disposition Of Assets Detail DispositionOfAssetsDetail

Field	Value	IRS element (for citing)
Assets Distri Or Expnss Paid	CASH	AssetsDistriOrExpnssPaidDesc
Distribution	2018-12-31	DistributionDt
Fair Market Value Of Asset	$305,012	FairMarketValueOfAssetAmt
EIN	812668303	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	MONTESSORI ADVANCEMENT ORGANIZATION	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	532 JAKMAR RD	AddressLine1Txt
City	FORT WORTH	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	76126	ZIPCd

Field	Value	IRS element (for citing)
IRC Section	501C(3)	IRCSectionTxt

Field	Value	IRS element (for citing)
Director Of Successor2	0	DirectorOfSuccessor2Ind
Employee Of Successor2	0	EmployeeOfSuccessor2Ind
Owner Of Successor2	0	OwnerOfSuccessor2Ind
Receive Compensation2	0	ReceiveCompensation2Ind

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
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.

Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl

Field	Value	IRS element (for citing)
Declaration	THE 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.	DeclarationDesc

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