MONTESSORI TRAINING AND RESEARCH CENTER OF DALLAS: Form 990EZ, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- MONTESSORI TRAINING AND RESEARCH CENTER OF DALLAS (EIN 20-0088952)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-05-08
- IRS object ID
- 201421289349200802
- Schema version
- 2012v2.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-05-08T08:33:44-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 721577017 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Thomas and Thomas CPAs | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4019 N Galloway Ste B | AddressLine1 |
| City | Mesquite | City |
| State | TX | State |
| ZIP Code | 75150 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200088952 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Montessori Training Research Ctr Dallas | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MONT | NameControl |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13612 Midway Rd | AddressLine1 |
| City | Dallas | City |
| State | TX | State |
| ZIP Code | 75244 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Mary Caroline Parker | Name |
| Title | Exec Director | Title |
| Phone | 2145036802 | Phone |
| Date Signed | 2014-05-05 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Melanie Thomas | Name |
| PTIN | P00022804 | PTIN |
| Phone | 9726817295 | Phone |
| Date Prepared | 2014-05-08 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | X | MethodOfAccountingCash |
| Web Site | wwwmontessori-mintorg | WebSite |
| Organization501c3 | X | Organization501c3 |
| Gross Receipts | 199944 | GrossReceipts |
| Info In Schedule O Part I | X | InfoInScheduleOPartI |
| Contributions Gifts Grants Etc | 66056 | ContributionsGiftsGrantsEtc |
| Program Service Revenue | 133877 | ProgramServiceRevenue |
| Investment Income | 11 | InvestmentIncome |
| Total Revenue | 199944 | TotalRevenue |
| Salaries Other Comp Empl Benefits | 148989 | SalariesOtherCompEmplBenefits |
| Fees And Oth Pymt To Ind Contractors | 10326 | FeesAndOthPymtToIndContractors |
| Occupancy Rent Utilities And Maint | 31543 | OccupancyRentUtilitiesAndMaint |
| Printing Publications Postage | 581 | PrintingPublicationsPostage |
| Other Expenses Total | 49898 | OtherExpensesTotal |
| Total Expenses | 241337 | TotalExpenses |
| Excess Or Deficit For Year | -41393 | ExcessOrDeficitForYear |
| Net Assets Or Fund Balances BOY | 127922 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 86529 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part II | X | InfoInScheduleOPartII |
Cash Savings And Investments CashSavingsAndInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 105832 | BOY |
| EOY | 61807 | EOY |
Land And Buildings LandAndBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22090 | BOY |
| EOY | 24722 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 127922 | BOY |
| EOY | 86529 | EOY |
Sum Of Total Liabilities SumOfTotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Net Assets Or Fund Balances NetAssetsOrFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 127922 | BOY |
| EOY | 86529 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | Education of AMI Accredited Teachers | PrimaryExemptPurpose |
Program Service Accomplishment ProgramServiceAccomplishment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Service Accom | MINT offers Primary and Elementary Montessori training courses leading to AMI certified diplomas 52 students were enrolled this fiscal year graduating in July 2013 | DescriptionProgramServiceAccom |
| Program Service Expenses | 205136 | ProgramServiceExpenses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | 205136 | TotalProgramServiceExpenses |
Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (9 entries)
| TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|
| Kathleen Muirhead | ||||
| President | 3.00 | 0 | 0 | 0 |
| Charlane Baccus | ||||
| Vice President | 3.00 | 0 | 0 | 0 |
| Patricia Miller | ||||
| Treasurer | 3.00 | 0 | 0 | 0 |
| Mary Caroline Parker | ||||
| Secretary | 3.00 | 0 | 0 | 0 |
| Barbara Gordon | ||||
| Director | 1.00 | 0 | 0 | 0 |
| Stephen Jones | ||||
| Director | 1.00 | 0 | 0 | 0 |
| Larry Quade | ||||
| Director | 1.00 | 0 | 0 | 0 |
| David Roark | ||||
| Director | 1.00 | 0 | 0 | 0 |
| Christopher Simon | ||||
| Director | 1.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRpt |
| Made Changes To Orgnzng Etc Doc | false | MadeChangesToOrgnzngEtcDoc |
| Organization Had UBI | false | OrganizationHadUBI |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Organization Dissolved Etc | false | OrganizationDissolvedEtc |
| Did Org File Form1120 POL This Year | false | DidOrgFileForm1120POLThisYear |
| Made Loans To From Officers | false | MadeLoansToFromOfficers |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTrans |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Mary Caroline Parker | NamePerson |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13612 Midway Rd | AddressLine1 |
| City | Dallas | City |
| State | TX | State |
| ZIP Code | 75244 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2145036802 | TelephoneNumber |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccount |
| Foreign Office | false | ForeignOffice |
| Maintain Any Donor Advised Funds | false | MaintainAnyDonorAdvisedFunds |
| Does Org Have Hospital | false | DoesOrgHaveHospital |
| Tanning Services Provided | false | TanningServicesProvided |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction With Control Entity | false | TransactionWithControlEntity |
| Engage Political Cmpgn Activities | false | EngagePoliticalCmpgnActivities |
| Engage In Lobbying Activities | false | EngageInLobbyingActivities |
| Operating School | true | OperatingSchool |
| Trnsfrs Exempt Non Char Related Org | false | TrnsfrsExemptNonCharRelatedOrg |
| Part VI Of Comp Of Highest Paid Empl | NONE | PartVIOfCompOfHighestPaidEmpl |
| Part VIA Hghst Paid Cntrct Prof Ser | NONE | PartVIAHghstPaidCntrctProfSer |
| Filed Schedule A | true | FiledScheduleA |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | true | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | true | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | true | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | true | MaintRacialCompositionRecords |
| Maint Scholarships Records | true | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | true | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | true | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | false | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | false | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | false | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | false | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | false | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | false | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActy |
| Government Financial Aid Received | false | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | false | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | true | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | E5 | Identifier |
| Return Reference | Description of nondiscriminatory policy Question 3 | ReturnReference |
| Explanation | The Center solicits students by advertising in international professional publications where the racially nondiscriminatory policy is stated. Potential students also learn about the center from its website which includes the racially nondiscriminatory policy. Finally, the center does large international mailings of brochures which include the policy. Rev. Proc. 75-50 states: 4If a school customarily draws a substantial percentage of its students nationwide or worldwide or from a large geographic section of the US and follows a racially nondiscriminatory policy as to students, the publicity requirement may be satisfied by complying with section 4.02.4 | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| O01 | Description of other expenses Part I line 16 | Description Amount Advertising and Promotions 1,224 Bank and Paypal Charges 1,292 Depreciation 168 Graduation Expense 380 Hospitality 600 Insurance 4,872 Interview Expense 350 Membership AMI 450 Miscellaneous 453 Office Supplies 2,478 Professional Development 7,241 Royalties AMI 7,508 Classroom Supplies 6,220 Payroll Taxes 11,462 Examiners Travel 5,200 |
| O02 | Description of other assets Part II line 24 | Category Beginning of Year End of Year Undeposited Funds 1,000 1,250 Student Books 1,114 0 Brokerage Account 2,000 0 Prepaid Rent 0 2,406 Furniture and Equipment 17,976 21,066 |