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Mes Fund INC FY2020 filing

Tax-deductible

Simsbury, CT501(c)(3)Education EIN 74-3150137Revenue $286K in FY2020

On file with the IRSmesfund.org760 Hopmeadow Street, 06070-2257 · Simsbury, CTTax-exempt since Mar 2006Publicly supported charity — 170(b)(1)(A)(vi)

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To provide financial aid for qualified teacher trainees in the classical field of learning according to the pedagogical methods, principles, and techniques developed by dr. Maria montessori.

501(c)(3) charity; gifts are tax-deductible.
94¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

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FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 5
filings with a surplus
Average surplus $42K a year · 28% of revenue · last 5 filings
Worth a look: a surplus in 2 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
94%
of spending
Looks good: 94% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
2 mo
of spending, in cash
Plus $801K in investments, Pt X · Ln 11–13
Fine: 2.4 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
3
named funders · $70K
Looks good: 3 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$120
0.01% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
6
of 6 voting members
Looks good: 6 of 6 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$286K
Spent
$75K
To programs
94%
Net assets
$815K
By yearFY2020–FY2025
Revenue
$286K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$286K
FY2021$57K
FY2023$81K
FY2024$79K
FY2025$240K
Expenses
$75K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$75K
FY2021$95K
FY2023$110K
FY2024$100K
FY2025$152K
Net assets
$815K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$815K
FY2021$748K
FY2023$715K
FY2024$758K
FY2025$883K

From the FY2020 Form 990 (year ending July 2020) · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Mar 2006.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

94 cents of each dollar spent went to programs.

Program services 94% · $71K Management & general 5% · $4K Fundraising 0% · $164

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

6 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
Tom Sevigny
President
$0Pt VII · Sec A
Nancy Keane
Secretary
$0Pt VII · Sec A
Harris Gordon
Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
Mary Levy
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
See Mes Fund INC executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Funds teacher trainees in the Montessori method of education.

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Provided by the organization

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1 program · $71K · in their own filed words · FY2019
01

Scholarship Program

The scholarship committee reviewed applications and college board evaluations to different ami training centers in the united states. From these applicants, scholarships were awarded totaling $70,540. This program is supported by contributions.

$71Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
Red Bird Hollow FoundationFY2024$25K
American Endowment FoundationFY2024$25K
Vanguard Charitable Endowment ProgramFY2024$20K
Total grants receivedfrom 3 funders$70K
See all 3 funders →
Grants paid · 24 grants · $315K · 2019–2024
Southwest Institute of Montessori StudiesAZ · FY2024$29,000
Montessori NorthwestOR · FY2024$21,800
Washington Montessori Institute INCMD · FY2024$14,000
Montessori Institute of North TexasFY2024$13,500
Montessori InstituteCO · FY2024$13,000
Montessori Training Center Northeast (crec)CT · FY2024$6,200
Montessori Training Center of Minnesota INCMN · FY2023$22,500
Southwest Institute of Montessori StudiesAZ · FY2023$9,175
Montessori Training Center Northeast (crec)CT · FY2023$7,900
Montessori NorthwestOR · FY2023$6,770
Montessori InstituteCO · FY2023$5,500
Southwest Institute of Montessori StudiesAZ · FY2022$22,205
Montessori InstituteCO · FY2022$16,442
Washington Montessori Institute INCMD · FY2022$12,500
Montessori Training and Research Center of DallasTX · FY2022$7,502
Montessori Training and Research Center of DallasTX · FY2020$14,540
Washington Montessori Institute INCMD · FY2020$10,430
Montessori NorthwestOR · FY2020$9,290
See all 24 grants →

By the numbers

The FY2020 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$286K
Ln 12
Gifts and grantsLn 1h$259K
Investment incomeLn 3$24K
Other incomeLn 4–11$2K
Money outPt IX
$75K
Ln 25
Programscol B$71K
Managementcol C$4K
Fundraisingcol D$164
Owns and owesPt X
$815K
net assets · Ln 32
Cash and savingsLn 1–2$15K
Total assetsLn 16$815K
LiabilitiesLn 26$120
PeoplePt VI, VII
6
listed · VII A
PaidVII A0
Voting boardVI 1a6
IndependentVI 1b6
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$259K
Investment incomeLn 3$24K
Other incomeLn 4–11$2K
Gains on assetsLn 7$7K
Total revenueLn 12$286K
Assets in detailPt X, end of year
CashLn 1$15K
Cash and savings togetherLn 1–2$15K
InvestmentsLn 11–13$801K
Total assetsLn 16$815K
LiabilitiesLn 26$120
Net assetsLn 32$815K
OperationsPt I, VI
EmployeesI 50
VolunteersI 66
Fiscal year endsHeaderJuly
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$13K$15K
InvestmentsLn 11–13$585K$801K
Total assetsLn 16$598K$815K
LiabilitiesLn 26$51K$120
Net assetsLn 32$547K$815K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$71K$71K
Accounting feesLn 11c$2K$2K
OccupancyLn 16$100$100
Other expenses (24a–d)Ln 24$2K$2K$164
All other expensesLn 24e$162$162
Total functional expensesLn 25$75K$71K$4K$164

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $240K$152K$88K$883K 990 PDF
FY2024 $79K$100K−$20K$758K 990 PDF
FY2023 $81K$110K−$28K$715K 990 PDF
FY2022 Not on file
FY2021 $57K$95K−$38K$748K 990 PDF
FY2020 Viewing $286K$75K$211K$815K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $285,524 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $37,505$259,469
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $15,953$23,791
I-11 Other revenuePrior year $0$2,264
I-12 Total revenuePrior year $53,458$285,524
I-13 Grants and similar amounts paidPrior year $46,780$70,540
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $0$0
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $6,244$4,193
I-18 Total expensesPrior year $53,024$74,733
I-19 Revenue less expensesPrior year $434$210,791
Part VI · Governance 6 of 6 board members independent, 1 to look at
VI-1a Voting members of the governing body6
VI-1b Independent voting members6
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $285,524 across 6 lines filed
VIII-1f All other contributions, gifts and grants$259,469
VIII-1h Total contributions, gifts and grants$259,469
VIII-3 Investment incomeExcluded from tax $17,154$17,154
VIII-7 Net gain or loss on sales of assetsExcluded from tax $6,637$6,637
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $2,264$2,264
VIII-12 Total revenueRelated to mission $2,264 · Unrelated business $0 · Excluded from tax $23,791$285,524
Part IX · Statement of functional expenses $74,733 across 5 lines filed
IX-1 Grants to domestic organizationsPrograms $70,540$70,540
IX-11c Accounting feesManagement $1,978$1,978
IX-16 OccupancyManagement $100$100
IX-24 Other expenses (24a–d)Management $1,789 · Fundraising $164$1,953
IX-24e All other expensesManagement $162$162
IX-25 Total functional expensesPrograms $70,540 · Management $4,029 · Fundraising $164$74,733
Part X · Balance sheet $815,403 assets, 8 lines filed
X-1 Cash, non-interest-bearingStart of year $12,626$14,829
X-11 Publicly traded securitiesStart of year $585,016$800,574
X-16 Total assetsStart of year $597,642$815,403
X-17 Accounts payable and accrued expensesStart of year $51,048$120
X-26 Total liabilitiesStart of year $51,048$120
X-27 Net assets without donor restrictionsStart of year $546,594$815,283
X-32 Total net assets or fund balancesStart of year $546,594$815,283
X-33 Total liabilities and net assetsStart of year $597,642$815,403
Part XI · Reconciliation of net assets $815,283 net assets at year end
XI-1 Total revenue$285,524
XI-2 Total expenses$74,733
XI-3 Revenue less expenses$210,791
XI-4 Net assets at start of year$546,594
XI-5 Net unrealized gains (losses) on investments$57,898
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$815,283

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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