Civic Intelligence

West River Montessori School

990 • Fiscal year 2017 • EIN 03-0273476

Aug 01, 2016 to Jul 31, 2017 • Filed on May 24, 2018

Organization ProfileN/A
3650 VT Route 100NSouth Londonderry, VT 05155

(802) 824-5033

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

92nd percentile

0.75x

Higher debt load relative to assets than 92% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

96th percentile

1.31x

Higher debt load relative to revenue than 96% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

50th percentile

3.3%

Higher net margin than 50% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

89th percentile

$38,592

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 23.8% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

42nd percentile

-1.0%

Faster asset growth than 42% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

41st percentile

-4.3%

Faster revenue growth than 41% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets92nd percentile

Assets

Down

$284,838

Down $2,920 (-1.0%) from 2016

Net Assets

Down

$72,510

Down $4,015 (-5.2%) from 2016

Liabilities

Up

$212,328

Up $1,095 (+0.5%) from 2016

Revenue And Expenses
Liabilities / Revenue96th percentileNet Margin50th percentile

Revenue

Down

$162,101

Down $7,296 (-4.3%) from 2016

Expenses

Up

$156,798

Up $7,532 (+5.0%) from 2016

Net Income

Down

$5,303

Down $14,828 (-74%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600K$400K$200K$0Assets 2011: $292,133Liabilities 2011: $247,190Net Assets 2011: $44,9432011Assets 2012: $289,794Liabilities 2012: $243,759Net Assets 2012: $46,0352012Assets 2013: $292,708Liabilities 2013: $243,527Net Assets 2013: $49,1812013Assets 2014: $299,111Liabilities 2014: $232,565Net Assets 2014: $66,5462014Assets 2015: $286,731Liabilities 2015: $222,859Net Assets 2015: $63,8722015Assets 2016: $287,758Liabilities 2016: $211,233Net Assets 2016: $76,5252016Assets 2017: $284,838Liabilities 2017: $212,328Net Assets 2017: $72,5102017Assets 2018: $279,276Liabilities 2018: $206,036Net Assets 2018: $73,2402018Assets 2019: $289,198Liabilities 2019: $203,080Net Assets 2019: $86,1182019Assets 2020: $304,753Liabilities 2020: $222,718Net Assets 2020: $82,0352020Assets 2021: $314,519Liabilities 2021: $192,940Net Assets 2021: $121,5792021Assets 2022: $472,607Liabilities 2022: $180,762Net Assets 2022: $291,8452022Assets 2024: $535,937Liabilities 2024: $145,632Net Assets 2024: $390,3052024

Highlighted filing

2017

Assets$284,838
Liabilities$212,328
Net Assets$72,510
Open 2017 Filing

Operations Trend

Revenue Growth41st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$300K$200K$100K$0-$100KRevenue 2011: $84,012Expenses 2011: $81,503Net Income 2011: $2,5092011Revenue 2012: $75,363Expenses 2012: $74,271Net Income 2012: $1,0922012Revenue 2013: $102,506Expenses 2013: $99,385Net Income 2013: $3,1212013Revenue 2014: $143,053Expenses 2014: $125,688Net Income 2014: $17,3652014Revenue 2015: $120,938Expenses 2015: $129,044Net Income 2015: -$8,1062015Revenue 2016: $169,397Expenses 2016: $149,266Net Income 2016: $20,1312016Revenue 2017: $162,101Expenses 2017: $156,798Net Income 2017: $5,3032017Revenue 2018: $197,274Expenses 2018: $186,376Net Income 2018: $10,8982018Revenue 2019: $213,854Expenses 2019: $200,976Net Income 2019: $12,8782019Revenue 2020: $154,693Expenses 2020: $161,782Net Income 2020: -$7,0892020Revenue 2021: $194,322Expenses 2021: $162,205Net Income 2021: $32,1172021Revenue 2022: $388,067Expenses 2022: $229,287Net Income 2022: $158,7802022Revenue 2024: $327,317Expenses 2024: $284,594Net Income 2024: $42,7232024

Highlighted filing

2017

Revenue$162,101
Expenses$156,798
Net Income$5,303
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2016 to Jul 31, 2017
Signed
May 24, 2018
Return Version
2016v3.0
Gross Receipts
$164,003
Mission and Program Overview

Mission

WRMS provides Montessori Education to

WRMS provides Montessori Education to Preschoolers and also provides an extended day program.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$274,687$275,222▲ $535
Rtn Earn Endowment Incm Other Fnds$76,525$72,510▼ $4,015
Cash and Non-Interest-Bearing Accounts$12,602$9,367▼ $3,235
Savings and Temporary Cash Investments$469$249▼ $220
Total Assets$287,758$284,838▼ $2,920
Liabilities
Mortgage Notes Payable Secured by Investment Property$196,511$187,689▼ $8,822
Unsecured Notes Loans Payable$14,700$14,700→ $0
Accounts Payable and Accrued Expenses$22$9,939▲ $9,917
Total Liabilities$211,233$212,328▲ $1,095
Net Assets / Fund Balance
Total Net Assets Fund Balance$76,525$72,510▼ $4,015
Total Liabilities and Net Assets / Fund Balance$287,758$284,838▼ $2,920

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$274,687--
Leasehold Improvements$535--
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Renata SawyerDirectorFT$38,592$38,592

Board Members and Trustees

NameTitle
Jenny StreckerPresident
Nancy PinkernellSecretary
Whitney ThibodeauxTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,000
Program Service Revenue
$149,707
Investment Income
$57
Other Revenue
$10,337
All Other Contributions
$2,000
Change in Net Assets
$5,303
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$118,951
Other Expenses$37,847
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$69,906$0$0$69,906
Current Officers, Directors, Trustees, and Key Employees$38,592$0$0$38,592
All Other Expenses$21,521$1,257$0$22,778
Payroll Taxes$10,453$0$0$10,453
Office Expenses$0$3,989$0$3,989
Insurance$2,381$0$0$2,381
Other Expenses$974$0$0$974
Interest$627$0$0$627
Fees for Services Accounting$505$0$0$505
Advertising$315$0$0$315
Total Functional Expenses$151,552$5,246$0$156,798
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$12,239
Fundraising Direct Expenses$1,902
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
West River Montessori School
EIN
03-0273476
Phone
8028245033
Address
3650 VT Route 100N, South Londonderry, VT 05155

Signing Officer

Name
Whitney Thibodeaux
Title
Treasurer
Phone
8028245033
Signed
2018-05-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jenny Strecker
Formed
1978
Legal Domicile
Vt
Voting Board Members
4
Independent Board Members
0
Employees
7
Volunteers
4

Preparer

Firm
Equinox Financial Advisors Inc
Address
16 Lincoln Ave PO Box 1789, Manchester Center, VT 05255
Preparer
Tyson L Fielding Cfp Ea
Phone
8023677750
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“No review was or will be completed”

Pt VI, Line 19

“Upon Request”

Form 990, Part IX, Line 24E

“Bank Charges 160. 160. 0. 0.”

Form 990, Part IX, Line 24E

“Dues & Memberships 20. 20. 0. 0.”

Form 990, Part IX, Line 24E

“Hiring Fees 12. 12. 0. 0.”

Form 990, Part IX, Line 24E

“Repairs 9077. 9077. 0. 0.”

Form 990, Part IX, Line 24E

“Teacher Education 1257. 0. 1257. 0.”

Form 990, Part IX, Line 24E

“Utilities 8071. 8071. 0. 0.”

Form 990, Part IX, Line 24E

“Misc. Expenses 1300. 1300. 0. 0.”

Form 990, Part IX, Line 24E

“Field Trips 1098. 1098. 0. 0.”

Form 990, Part IX, Line 24E

“Snacks 1783. 1783. 0. 0.”

Raw XML Appendix384 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.

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IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt0274687
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0535
IRS990ScheduleD/LeaseholdImprovementsGrp/InvestmentCostOrOtherBasisAmt0535
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0275222
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be completed
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Upon Request
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Bank Charges 160. 160. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Dues & Memberships 20. 20. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Hiring Fees 12. 12. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Repairs 9077. 9077. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Teacher Education 1257. 0. 1257. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Utilities 8071. 8071. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Misc. Expenses 1300. 1300. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Field Trips 1098. 1098. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Snacks 1783. 1783. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990, Part IX, Line 24e
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0287758
IRS990/TotalAssetsEOYAmt0284838
IRS990/TotalAssetsGrp/BOYAmt0287758
IRS990/TotalAssetsGrp/EOYAmt0284838
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt02000
IRS990/TotalEmployeeCnt07
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt05246
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0151552
IRS990/TotalFunctionalExpensesGrp/TotalAmt0156798
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0211233
IRS990/TotalLiabilitiesEOYAmt0212328
IRS990/TotalLiabilitiesGrp/BOYAmt0211233
IRS990/TotalLiabilitiesGrp/EOYAmt0212328
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt076525
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt072510
IRS990/TotalProgramServiceExpensesAmt0151552
IRS990/TotalProgramServiceRevenueAmt0149707
IRS990/TotalReportableCompFromOrgAmt038592
IRS990/TotalRevenueGrp/ExclusionAmt010337
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0149764
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0162101
IRS990/TotalVolunteersCnt04
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0287758
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0284838
IRS990/TransactionWithControlEntInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt014700
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt014700
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03650 VT Route 100N
IRS990/USAddress/CityNm0So Londonderry
IRS990/USAddress/StateAbbreviationCd0VT
IRS990/USAddress/ZIPCd005155
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WHITNEY THIBODEAUX
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08028245033
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0West River Montessori School
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0030273476
ReturnHeader/Filer/PhoneNum08028245033
ReturnHeader/Filer/USAddress/AddressLine1Txt03650 VT Route 100N
ReturnHeader/Filer/USAddress/CityNm0South Londonderry
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VT
ReturnHeader/Filer/USAddress/ZIPCd005155
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId04D40E297A2FFB675D5987066F7239CBB8D270557
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04D40E297A2FFB675D5987066F7239CBB8D270557
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt096.81.107.165
ReturnHeader/FilingSecurityInformation/IPDt02018-05-31
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm009:27:00
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Equinox Financial Advisors Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt016 Lincoln Ave PO Box 1789
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Manchester Center
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd005255
ReturnHeader/PreparerPersonGrp/PhoneNum08023677750
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TYSON L FIELDING CFP EA
ReturnHeader/ReturnTs02018-05-31T09:27:00-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-08-01
ReturnHeader/TaxPeriodEndDt02017-07-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$284,838
Liabilities
$212,328
Net assets
$72,510
Revenue
$162,101
Expenses
$156,798
Net income
$5,303
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.36$1.46$3.90$3.27$2.85$0.43
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.73$1.81$2.92$3.88$2.29$1.59
2021Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$3.15$1.93$1.22$1.94$1.62$0.32
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.05$2.23$0.82$1.55$1.62$0.07
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.89$2.03$0.86$2.14$2.01$0.13
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.79$2.06$0.73$1.97$1.86$0.11
2017Detailed filing. Detailed filing data is available for this year.$2.85$2.12$0.73$1.62$1.57$0.05
2016Summary only. Only limited summary data is available for this year.$2.88$2.11$0.77$1.69$1.49$0.20
2015Detailed filing. Detailed filing data is available for this year.$2.87$2.23$0.64$1.21$1.29$0.08
2014Detailed filing. Detailed filing data is available for this year.$2.99$2.33$0.67$1.43$1.26$0.17
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.93$2.44$0.49$1.03$0.99$0.03
2012Summary only. Only limited summary data is available for this year.$2.90$2.44$0.46$0.75$0.74$0.01
2011Summary only. Only limited summary data is available for this year.$2.92$2.47$0.45$0.84$0.82$0.03