Liabilities / Assets
90th percentile
Higher debt load relative to assets than 90% of similar nonprofits.
Shalom Montessori Co Annette Ferguson
EIN 26-3426424 • 501(c)3 • Woodland Hills, CA
Profile
The mission of shalom montessori is to provide an excellent montessori environment in which to celebrate and foster each child's natural love of learning. We are dedicated to preparing children for lifelong learning by teaching cooperation, challenging intellects, nurturing the desire to learn and engendering self-confidence. We achieve this in an environment that is safe, fun, rewards curiosity and where the teachers care deeply about the development of the whole child. We have unshakable faith in the giftedness of all children and their ability to realize their fullest potential in a child-centered environment where it is safe for them to explore with all their senses, have successes, make mistakes and celebrate learning.
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
0.63x
Liabilities / Revenue
90th percentile
Higher debt load relative to revenue than 90% of similar nonprofits.
Net Margin
27th percentile
Higher net margin than 27% of similar nonprofits.
Top Officer Pay
81st percentile
Higher top officer pay than 81% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
26th percentile
Faster asset growth than 26% of similar nonprofits.
Revenue Growth
13th percentile
Faster revenue growth than 13% of similar nonprofits.
Balance Sheet
Assets
Down$41,385
Down $18,293 (-31%) from 2014
Liabilities
Down$26,141
Down $8,494 (-25%) from 2014
Net Assets
Down$15,244
Down $9,799 (-39%) from 2014
Revenue
Down$67,172
Down $129,805 (-66%) from 2014
Expenses
Down$76,971
Down $112,094 (-59%) from 2014
Net Income
Down-$9,799
Down $17,711 (-224%) from 2014
Trend Graphs
Filings
Most recent year
2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $41,385
- Liabilities
- $26,141
- Net assets
- $15,244
- Revenue
- $67,172
- Expenses
- $76,971
- Net income
- -$9,799
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jun 1, 2014 to May 31, 2015
- Signed
- Mar 15, 2016
- Return Version
- 2014v6.0
- Gross Receipts
- $67,172
Mission and Program Overview
Mission
The mission of shalom montessori is to provide an excellent montessori environment in which to celebrate and foster each child's natural love of learning. We are dedicated to preparing children for lifelong learning by teaching cooperation, challenging intellects, nurturing the desire to learn and engendering self-confidence. We achieve this in an environment that is safe, fun, rewards curiosity and where the teachers care deeply about the development of the whole child. We have unshakable faith in the giftedness of all children and their ability to realize their fullest potential in a child-centered environment where it is safe for them to explore with all their senses, have successes, make mistakes and celebrate learning.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| PRE K-8- MONTESSORI SCHOOL- PROVIDES EDUCATION TO CHILDREN VIA THE MONTESSORI METHOD WHEREBY ITS A CHILD-CENTERED, ALTERNATIVE EDUCATIONAL METHOD BASED ON THE CHILD DEVELOPMENT. | $0 | $0 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| ANNETTE FERGUSON | Treasurer | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Shalom Montessori Co Annette Ferguson
- EIN
- 26-3426424
- Phone
- 8188843600
- Address
- 20700 VENTURA BLVD NO 328, WOODLAND HILLS, CA 91364
Signing Officer
- Name
- Annette Ferguson
- Title
- Treasurer
- Phone
- 8188843600
- Signed
- 2016-03-15
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Ferguson & Company Inc
- Address
- 20700 VENTURA BLVD STE 328, WOODLAND HILLS, CA 91364
- Preparer
- Annette Ferguson
- Phone
- 8188843600
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 14
“Description: depreciation. Amount: 11,147. Description: other expenses. Amount: 23,491. Total to form 990-ez, line 14: 34,638.”
Form 990-ez, Part I, Line 16 - Other Expenses
“Description: telephone. Amount: 3,132. Description: dues-ceu. Amount: 3,156. Description: hot lunch. Amount: 556. Description: licenses. Amount: 127. Description: supplies. Amount: 10,568. Description: insurance. Amount: 987. Description: bank/merchant fees. Amount: 387. Description: promotion. Amount: 690. Description: payroll tax. Amount: 748. Description: payroll administration. Amount: 456. Description: mileage/gas reimbursement. Amount: 167. Description: advertising. Amount: 550. Description: workers comp. Amount: 1,575. Description: office expense. Amount: 3,658. Total to form 990-ez, line 16: 26,757.”
Form 990-ez, Part II, Line 24 - Other Assets
“Description: other depreciable assets. Beg. Of year amount: 49,960. End of year amount: 38,852.”
Form 990-ez, Part II, Line 26 - Other Liabilities
“Description: loan payable- officer. Beg. Of year amount: 34,635. End of year amount: 26,141.”
Raw XML Appendix142 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.
| Path | # | Value |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | 0 |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | ANNETTE FERGUSON |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 8188843600 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 20700 VENTURA BLVD 328 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | WOODLAND HILLS |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 91364 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 7146 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 0 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 63632 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -9799 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 5560 |
| IRS990EZ/FiledScheduleAInd | 0 | 1 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 59678 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 41385 |
| IRS990EZ/GrossReceiptsAmt | 0 | 67172 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/LandAndBuildingsGrp/BOYAmt | 0 | 2572 |
| IRS990EZ/LandAndBuildingsGrp/EOYAmt | 0 | 2533 |
| IRS990EZ/LobbyingActivitiesInd | 0 | 0 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 25043 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 15244 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 25043 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 15244 |
| IRS990EZ/OccupancyRentUtltsAndMaintAmt | 0 | 34638 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | ANNETTE FERGUSON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | TREASURER |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 49960 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 38852 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 26757 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | THE MISSION OF SHALOM MONTESSORI IS TO PROVIDE AN EXCELLENT MONTESSORI ENVIRONMENT IN WHICH TO CELEBRATE AND FOSTER EACH CHILD'S NATURAL LOVE OF LEARNING. WE ARE DEDICATED TO PREPARING CHILDREN FOR LIFELONG LEARNING BY TEACHING COOPERATION, CHALLENGING INTELLECTS, NURTURING THE DESIRE TO LEARN AND ENGENDERING SELF-CONFIDENCE. WE ACHIEVE THIS IN AN ENVIRONMENT THAT IS SAFE, FUN, REWARDS CURIOSITY AND WHERE THE TEACHERS CARE DEEPLY ABOUT THE DEVELOPMENT OF THE WHOLE CHILD. WE HAVE UNSHAKABLE FAITH IN THE GIFTEDNESS OF ALL CHILDREN AND THEIR ABILITY TO REALIZE THEIR FULLEST POTENTIAL IN A CHILD-CENTERED ENVIRONMENT WHERE IT IS SAFE FOR THEM TO EXPLORE WITH ALL THEIR SENSES, HAVE SUCCESSES, MAKE MISTAKES AND CELEBRATE LEARNING. |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 289 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 3540 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | PRE K-8- MONTESSORI SCHOOL- PROVIDES EDUCATION TO CHILDREN VIA THE MONTESSORI METHOD WHEREBY ITS A CHILD-CENTERED, ALTERNATIVE EDUCATIONAL METHOD BASED ON THE CHILD DEVELOPMENT. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 0 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/SalariesOtherCompEmplBnftAmt | 0 | 9727 |
| IRS990EZ/SchoolOperatingInd | 0 | 1 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 34635 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 26141 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TaxImposedOnOrganizationMgrAmt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4911Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4912Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4955Amt | 0 | 0 |
| IRS990EZ/TaxReimbursedByOrganizationAmt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 76971 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 0 |
| IRS990EZ/TotalRevenueAmt | 0 | 67172 |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | 0 |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.SHALOMMONTESSORI.ORG |
| IRS990ScheduleA/SchoolInd | 0 | X |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990ScheduleE/ComplianceWithRevProc7550Ind | 0 | 1 |
| IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd | 0 | 0 |
| IRS990ScheduleE/DiscriminateRaceAthltProgInd | 0 | 0 |
| IRS990ScheduleE/DiscriminateRaceEducPlcyInd | 0 | 0 |
| IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd | 0 | 0 |
| IRS990ScheduleE/DiscriminateRaceOtherActyInd | 0 | 0 |
| IRS990ScheduleE/DiscriminateRaceSchsInd | 0 | 0 |
| IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd | 0 | 0 |
| IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd | 0 | 0 |
| IRS990ScheduleE/GovernmentFinancialAidRcvdInd | 0 | 0 |
| IRS990ScheduleE/GovernmentFinancialAidRvkdInd | 0 | 0 |
| IRS990ScheduleE/MaintainCpyOfAllSolInd | 0 | 1 |
| IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd | 0 | 1 |
| IRS990ScheduleE/MaintainRacialCompRecsInd | 0 | 1 |
| IRS990ScheduleE/MaintainScholarshipsRecsInd | 0 | 1 |
| IRS990ScheduleE/NondiscriminatoryPolicyStmtInd | 0 | 1 |
| IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd | 0 | 1 |
| IRS990ScheduleE/PolicyStmtInBrochuresEtcInd | 0 | 1 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION: DEPRECIATION. AMOUNT: 11,147. DESCRIPTION: OTHER EXPENSES. AMOUNT: 23,491. TOTAL TO FORM 990-EZ, LINE 14: 34,638. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | DESCRIPTION: TELEPHONE. AMOUNT: 3,132. DESCRIPTION: DUES-CEU. AMOUNT: 3,156. DESCRIPTION: HOT LUNCH. AMOUNT: 556. DESCRIPTION: LICENSES. AMOUNT: 127. DESCRIPTION: SUPPLIES. AMOUNT: 10,568. DESCRIPTION: INSURANCE. AMOUNT: 987. DESCRIPTION: BANK/MERCHANT FEES. AMOUNT: 387. DESCRIPTION: PROMOTION. AMOUNT: 690. DESCRIPTION: PAYROLL TAX. AMOUNT: 748. DESCRIPTION: PAYROLL ADMINISTRATION. AMOUNT: 456. DESCRIPTION: MILEAGE/GAS REIMBURSEMENT. AMOUNT: 167. DESCRIPTION: ADVERTISING. AMOUNT: 550. DESCRIPTION: WORKERS COMP. AMOUNT: 1,575. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 3,658. TOTAL TO FORM 990-EZ, LINE 16: 26,757. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 49,960. END OF YEAR AMOUNT: 38,852. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | DESCRIPTION: LOAN PAYABLE- OFFICER. BEG. OF YEAR AMOUNT: 34,635. END OF YEAR AMOUNT: 26,141. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 14 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 0 | 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. |
| ReturnHeader/BuildTS | 0 | 2016-08-17 19:52:53Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | ANNETTE FERGUSON |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 8188843600 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2016-03-15 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | SHALOM MONTESSORI CO ANNETTE FERGUSON |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | SHAL |
| ReturnHeader/Filer/EIN | 0 | 263426424 |
| ReturnHeader/Filer/PhoneNum | 0 | 8188843600 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 20700 VENTURA BLVD NO 328 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | WOODLAND HILLS |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 91364 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 472924658 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | FERGUSON & COMPANY INC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 20700 VENTURA BLVD STE 328 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | WOODLAND HILLS |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 91364 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 8188843600 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2016-03-15 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | ANNETTE FERGUSON |
| ReturnHeader/ReturnTs | 0 | 2016-03-15T12:39:12-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2014-06-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2015-05-31 |
| ReturnHeader/TaxYr | 0 | 2014 |
Document Assets
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