Civic Intelligence

The Bala House

990 • Fiscal year 2016 • EIN 23-1720026

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 10, 2016

27 Conshohocken State RoadBala Cynwyd, PA 19004

(610) 664-6767

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.35x

Higher debt load relative to assets than 72% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

77th percentile

0.52x

Higher debt load relative to revenue than 77% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

36th percentile

-1.5%

Higher net margin than 36% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

71st percentile

$105,727

Higher top officer pay than 71% of similar nonprofits.

Top officer pay equals 7.1% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

30th percentile

-2.8%

Faster asset growth than 30% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

63rd percentile

8.4%

Faster revenue growth than 63% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Down

$2,242,289

Down $65,620 (-2.8%) from 2015

Net Assets

Down

$1,462,693

Down $22,975 (-1.5%) from 2015

Liabilities

Down

$779,596

Down $42,645 (-5.2%) from 2015

Revenue

Up

$1,491,055

Up $115,883 (+8.4%) from 2015

Expenses

Up

$1,514,030

Up $160,653 (+12%) from 2015

Net Income

Down

-$22,975

Down $44,770 (-205%) from 2015

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,209,793Liabilities 2011: $837,238Net Assets 2011: $1,372,5552011Assets 2012: $2,303,195Liabilities 2012: $910,761Net Assets 2012: $1,392,4342012Assets 2013: $2,336,780Liabilities 2013: $875,917Net Assets 2013: $1,460,8632013Assets 2014: $2,328,522Liabilities 2014: $864,649Net Assets 2014: $1,463,8732014Assets 2015: $2,307,909Liabilities 2015: $822,241Net Assets 2015: $1,485,6682015Assets 2016: $2,242,289Liabilities 2016: $779,596Net Assets 2016: $1,462,6932016Assets 2017: $2,270,544Liabilities 2017: $749,841Net Assets 2017: $1,520,7032017Assets 2018: $2,122,776Liabilities 2018: $736,503Net Assets 2018: $1,386,2732018Assets 2019: $2,125,465Liabilities 2019: $689,691Net Assets 2019: $1,435,7742019Assets 2020: $2,229,128Liabilities 2020: $779,285Net Assets 2020: $1,449,8432020Assets 2022: $2,116,025Liabilities 2022: $588,122Net Assets 2022: $1,527,9032022Assets 2023: $2,107,826Liabilities 2023: $465,215Net Assets 2023: $1,642,6112023Assets 2024: $2,015,004Liabilities 2024: $182,446Net Assets 2024: $1,832,5582024

Highlighted filing

2016

Assets$2,242,289
Liabilities$779,596
Net Assets$1,462,693

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2011: $1,118,547Expenses 2011: $1,097,335Net Income 2011: $21,2122011Revenue 2012: $1,218,178Expenses 2012: $1,198,299Net Income 2012: $19,8792012Revenue 2013: $1,278,584Expenses 2013: $1,210,155Net Income 2013: $68,4292013Revenue 2014: $1,291,318Expenses 2014: $1,288,308Net Income 2014: $3,0102014Revenue 2015: $1,375,172Expenses 2015: $1,353,377Net Income 2015: $21,7952015Revenue 2016: $1,491,055Expenses 2016: $1,514,030Net Income 2016: -$22,9752016Revenue 2017: $1,528,897Expenses 2017: $1,470,887Net Income 2017: $58,0102017Revenue 2018: $1,571,908Expenses 2018: $1,706,338Net Income 2018: -$134,4302018Revenue 2019: $1,615,686Expenses 2019: $1,566,185Net Income 2019: $49,5012019Revenue 2020: $1,565,884Expenses 2020: $1,551,815Net Income 2020: $14,0692020Revenue 2022: $1,647,121Expenses 2022: $1,483,593Net Income 2022: $163,5282022Revenue 2023: $1,755,044Expenses 2023: $1,640,336Net Income 2023: $114,7082023Revenue 2024: $1,847,337Expenses 2024: $1,657,390Net Income 2024: $189,9472024

Highlighted filing

2016

Revenue$1,491,055
Expenses$1,514,030
Net Income-$22,975
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 10, 2016
Return Version
2015v2.1
Gross Receipts
$1,499,257
Mission and Program Overview

Mission

At bala house montessori, young children discover themselves as creative, independent learners in a diverse, supportive montessori environment.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,377,816$1,288,786▼ $89,030
Savings and Temporary Cash Investments$771,549$845,268▲ $73,719
Prepaid Expenses and Deferred Charges$11,872$11,896▲ $24
Total Assets$2,307,909$2,242,289▼ $65,620
Other Assets Total$146,672$96,339▼ $50,333
Liabilities
Mortgage Notes Payable Secured by Investment Property$624,100$590,913▼ $33,187
Deferred Revenue$198,141$188,683▼ $9,458
Total Liabilities$822,241$779,596▼ $42,645
Net Assets / Fund Balance
Unrestricted Net Assets$1,391,000$1,366,354▼ $24,646
Temporarily Rstr Net Assets$94,668$96,339▲ $1,671
Total Net Assets Fund Balance$1,485,668$1,462,693▼ $22,975
Total Liabilities and Net Assets / Fund Balance$2,307,909$2,242,289▼ $65,620

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$1,279,009$654,090$1,933,099
Equipment$9,777$50,156$59,933

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$94,668-▲ $1,671-$96,339
2014$93,074-▲ $1,594-$94,668
2013$90,941-▲ $2,133-$93,074
2012$88,090-▲ $2,851-$90,941
2011$72,872$18,500▼ $3,282-$88,090
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Diane ForceSchool DirecFT$105,727$105,727

Board Members and Trustees

NameTitle
Therese Kurkowski DenisHr-trustees
Lakeisha PatrickAdv/tuition
Kris ConnerAdvancement/
Jen NucciCo-pres/faci
Amy SnyderCo/pres/empl
Henry BaileyFacilities
Michael ShafferFacilities
Vidhi AndersonFacilities
Christopher ZafiriouFacilities C
Ross MckinneyFinance
Jamie PanzerSecretary/hr
Revenue and Support

Revenue Composition

Contributions and Grants
$26,409
Program Service Revenue
$1,439,058
Investment Income
$4,302
Other Revenue
$21,286
All Other Contributions
$25,612
Change in Net Assets
$-22,975

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,491,055
Revenue Not Reported on Form 990
$8,202
Total Revenue per Audited Statements
$1,499,257
Total Revenue per Form 990
$1,491,055
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$985,194
Other Expenses$528,836
Total Fundraising Expense$3,779
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$667,359--$667,359
Occupancy$114,418--$114,418
Current Officers, Directors, Trustees, and Key Employees$105,727--$105,727
Depreciation Depletion$103,631--$103,631
Other Employee Benefits$95,806--$95,806
Pension Plan Contributions$59,736--$59,736
Payroll Taxes$56,566--$56,566
Office Expenses$26,178--$26,178
Interest$24,769--$24,769
Insurance$19,182--$19,182
All Other Expenses$15,250-$3,779$19,029
Other Expenses$17,899--$17,899
Fees for Services Accounting-$12,710-$12,710
Advertising$7,860--$7,860
Fees for Services Other$5,414--$5,414
Information Technology$144--$144
Total Functional Expenses$1,497,541$12,710$3,779$1,514,030

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,522,232
Expenses per Audited Statements$1,514,030
Total Expenses per Form 990$1,514,030
Expenses Not Reported on Form 990$8,202
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$29,488
Fundraising Direct Expenses$8,202
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Bala Gala$30,198$29,488$148$29,340
Total Events$30,198$29,488$8,202$21,286
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
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

The finance committee reviews the form 990 prior to its filing.

Form 990, Page 6, Part VI, Line 12C

The board reviews the conflict of interest policy annually at its october board meeting.

Form 990, Page 6, Part VI, Line 15A

The bala house uses salary data from the american montessori society and local montessori schools of comparable budget size.

Form 990, Page 6, Part VI, Line 15B

SEE NOTE ABOVE.

Form 990, Page 6, Part VI, Line 18

All documents/policies/financial information are available through request.

Form 990, Page 6, Part VI, Line 19

The conflict of interest policy is reviewed by the board of directors. All documents/policies/financial information are available through request. Financial statements are also available through the pennsylvania board of charitable organizations.

Form 990, Part VII

Contact addresses for officers, directors, etc.: all officers and members of the board of directors can be reached at the mailing address of the organization as indicated on page 1 of form 990.

Filing and Contact Details

Filer

Filer Name
The Bala House
EIN
23-1720026
Phone
6106646767
Address
27 CONSHOHOCKEN STATE ROAD, BALA CYNWYD, PA 19004

Signing Officer

Name
Diane Force
Title
School Director
Phone
6106646767
Signed
2016-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Diane Force
Formed
1969
Legal Domicile
Pa
Voting Board Members
12
Independent Board Members
11
Employees
31

Preparer

Firm
Leibowitz & Gold Pc
Address
705 N EASTON RD FL 2, WILLOW GROVE, PA 19090-2003
Preparer
Bruce Gold CPA
Phone
2158300110
Supplemental Narrative

Additional Explanations

Form 990

Part i, line 1, description of organization mission: diverse, supportive montessori environment.

Form 990, Page 2, Part III, Line 4D

N/A

Form 990, Part XI, Line 9

Fundraising expenses included in net fundraising income 8,202 fundraising expenses included in net fundraising income -8,202

Form 990, Part XII

Line 2c: neither the audit oversight process nor the independent accountant selection process has changed during this year from the prior year.

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

The intended use of the temporarily restricted funds consist of a teacher enrichment fund (10,000) with the remainder of the temporarily restricted funds being designated for a student scholarship fund.

Schedule D, Page 4, Part XI, Line 2D

Fundraising expenses included in net fundraising income 8,202

Schedule D, Page 4, Part XII, Line 2D

Fundraising expenses included in net fundraising income 8,202

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IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0624100
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0590913
IRS990/NetAssetsOrFundBalancesBOYAmt01485668
IRS990/NetAssetsOrFundBalancesEOYAmt01462693
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt021286
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt021286
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt0114418
IRS990/OccupancyGrp/TotalAmt0114418
IRS990/OfficeExpensesGrp/ProgramServicesAmt026178
IRS990/OfficeExpensesGrp/TotalAmt026178
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0146672
IRS990/OtherAssetsTotalGrp/EOYAmt096339
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt095806
IRS990/OtherEmployeeBenefitsGrp/TotalAmt095806
IRS990/OtherExpensesGrp/Desc0SOFT CONSTRUCTION COSTS
IRS990/OtherExpensesGrp/Desc1FINANCIAL ASSISTANCE
IRS990/OtherExpensesGrp/Desc2CLASSROOM SUPPLIES & EXPE
IRS990/OtherExpensesGrp/Desc3CAMP EXPENSES
IRS990/OtherExpensesGrp/ProgramServicesAmt077004
IRS990/OtherExpensesGrp/ProgramServicesAmt169195
IRS990/OtherExpensesGrp/ProgramServicesAmt231403
IRS990/OtherExpensesGrp/ProgramServicesAmt317899
IRS990/OtherExpensesGrp/TotalAmt077004
IRS990/OtherExpensesGrp/TotalAmt169195
IRS990/OtherExpensesGrp/TotalAmt231403
IRS990/OtherExpensesGrp/TotalAmt317899
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0667359
IRS990/OtherSalariesAndWagesGrp/TotalAmt0667359
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt056566
IRS990/PayrollTaxesGrp/TotalAmt056566
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt059736
IRS990/PensionPlanContributionsGrp/TotalAmt059736
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt011872
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt011896
IRS990/PrincipalOfficerNm0DIANE FORCE
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/BusinessCd1611600
IRS990/ProgramServiceRevenueGrp/BusinessCd2611600
IRS990/ProgramServiceRevenueGrp/BusinessCd3611600
IRS990/ProgramServiceRevenueGrp/BusinessCd4611600
IRS990/ProgramServiceRevenueGrp/Desc0SCHOOL TUITION & FEES
IRS990/ProgramServiceRevenueGrp/Desc1SUMMER CAMP TUITION
IRS990/ProgramServiceRevenueGrp/Desc2ACTIVITY/CARE FEES
IRS990/ProgramServiceRevenueGrp/Desc3BIG FRIEND & ME CLASS
IRS990/ProgramServiceRevenueGrp/Desc4APPLICATION FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01354646
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt165149
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt27840
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt37830
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt43593
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01354646
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt165149
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt27840
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt37830
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt43593
IRS990/ProgSrvcAccomActy2Grp/Desc0CAMP-THE SUMMER CAMP ENRICHMENT PROGRAM RUNS FOR 8 WEEKS, WHICH PROVIDES ALL CAMPERS A CONTINUITY OF MONTESSORI FUNDAMENTALS PRACTICED IN THE SCHOOL PROGRAMS. ALSO OFFERED ARE MOVEMENT AND ART CLASSESS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt017899
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt065149
IRS990/ProgSrvcAccomActy3Grp/Desc0SPECIAL PROGRAMS/OTHERS-MUSIC, ART AND MOVEMENT ARE INTEGRAL TO THE DAILY SESSIONS, AND ARE SUPPLEMENTED WITH SPECIFIC INSTRUCTION. THESE CLASSES, WHICH ARE TAUGHT BY SPECIALISTS, INCLUDE SINGING AND RHYTHM, EXPERIENCE WITH VARIOUS ART MEDIA, SUCH AS CLAY AND COLLAGE, AND MOVEMENT EDUCATION. THERE IS A WEEKLY MUSIC/PLAY GROUP FOR TODDLERS, 18 MONTHS TO 3 YEARS OLD.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt031403
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt015670
IRS990/ProgSrvcAccomActyOtherGrp/Desc0N/A
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt027784
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt03555
IRS990/PYOtherExpensesAmt0467318
IRS990/PYOtherRevenueAmt017479
IRS990/PYProgramServiceRevenueAmt01326354
IRS990/PYRevenuesLessExpensesAmt021795
IRS990/PYSalariesCompEmpBnftPaidAmt0886059
IRS990/PYTotalExpensesAmt01353377
IRS990/PYTotalRevenueAmt01375172
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-22975
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt01358239
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0771549
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0845268
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt094668
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt096339
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt01671
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt093074
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt094668
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01594
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt090941
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt093074
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02133
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt088090
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt090941
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02851
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt072872
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt018500
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt088090
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-3282
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt09777
IRS990ScheduleD/EquipmentGrp/DepreciationAmt050156
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt059933
IRS990ScheduleD/ExpensesNotReportedAmt08202
IRS990ScheduleD/ExpensesSubtotalAmt01514030
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt01279009
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0654090
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt01933099
IRS990ScheduleD/OtherExpensesIncludedAmt08202
IRS990ScheduleD/OtherRevenueAmt08202
IRS990ScheduleD/RevenueNotReportedAmt08202
IRS990ScheduleD/RevenueSubtotalAmt01491055
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE INTENDED USE OF THE TEMPORARILY RESTRICTED FUNDS CONSIST OF A TEACHER ENRICHMENT FUND (10,000) WITH THE REMAINDER OF THE TEMPORARILY RESTRICTED FUNDS BEING DESIGNATED FOR A STUDENT SCHOLARSHIP FUND.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1FUNDRAISING EXPENSES INCLUDED IN NET FUNDRAISING INCOME 8,202
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2FUNDRAISING EXPENSES INCLUDED IN NET FUNDRAISING INCOME 8,202
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART V, LINE 4
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 4, PART XI, LINE 2D
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2SCHEDULE D, PAGE 4, PART XII, LINE 2D
IRS990ScheduleD/TermEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01288786
IRS990ScheduleD/TotalBookValueOtherAssetsAmt096339
IRS990ScheduleD/TotalExpensesPerForm990Amt01514030
IRS990ScheduleD/TotalRevenuePerForm990Amt01491055
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01499257
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01522232
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE FOLLOWING POLICY IS INCLUDED ON THE WEBSITE AND OTHER MATERIALS: NONDISCRIMINATION POLICY BALA HOUSE IS AN EQUAL OPPORTUNITY CARE PROVIDER. THE BALA HOUSE ACCEPTS CHILDREN OF ANY RACE, CREED, SEX, COLOR, DISABILITY ANCESTRY, AND NATIONAL ORIGIN.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, LINE 3
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0710
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt0710
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt08202
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt0367
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt0367
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BALA GALA
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt07687
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt07687
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt030198
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt030198
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt029488
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt029488
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt021286
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0148
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0148
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: DIVERSE, SUPPORTIVE MONTESSORI ENVIRONMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FINANCE COMMITTEE REVIEWS THE FORM 990 PRIOR TO ITS FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD REVIEWS THE CONFLICT OF INTEREST POLICY ANNUALLY AT ITS OCTOBER BOARD MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE BALA HOUSE USES SALARY DATA FROM THE AMERICAN MONTESSORI SOCIETY AND LOCAL MONTESSORI SCHOOLS OF COMPARABLE BUDGET SIZE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SEE NOTE ABOVE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ALL DOCUMENTS/POLICIES/FINANCIAL INFORMATION ARE AVAILABLE THROUGH REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE CONFLICT OF INTEREST POLICY IS REVIEWED BY THE BOARD OF DIRECTORS. ALL DOCUMENTS/POLICIES/FINANCIAL INFORMATION ARE AVAILABLE THROUGH REQUEST. FINANCIAL STATEMENTS ARE ALSO AVAILABLE THROUGH THE PENNSYLVANIA BOARD OF CHARITABLE ORGANIZATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC.: ALL OFFICERS AND MEMBERS OF THE BOARD OF DIRECTORS CAN BE REACHED AT THE MAILING ADDRESS OF THE ORGANIZATION AS INDICATED ON PAGE 1 OF FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9FUNDRAISING EXPENSES INCLUDED IN NET FUNDRAISING INCOME 8,202 FUNDRAISING EXPENSES INCLUDED IN NET FUNDRAISING INCOME -8,202
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10LINE 2C: NEITHER THE AUDIT OVERSIGHT PROCESS NOR THE INDEPENDENT ACCOUNTANT SELECTION PROCESS HAS CHANGED DURING THIS YEAR FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4D

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