Civic Intelligence

Shalom Montessori Co Annette Ferguson

990EZ • Fiscal year 2012 • EIN 26-3426424

Jun 01, 2011 to May 31, 2012 • Filed on Sep 30, 2012

20700 Ventura Blvd No 32891364
Siviq Scores

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

Liabilities / Assets

53rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2012 filings • 501(c)3 • <$500k nonprofits • Source year 2012

Liabilities / Revenue

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2012 filings • 501(c)3 • <$500k nonprofits • Source year 2012

Net Margin

59th percentile

6.8%

Higher net margin than 59% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2012

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2012

Assets

$62,211

No earlier filing loaded for comparison.

Net Assets

$62,211

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$199,036

No earlier filing loaded for comparison.

Expenses

$185,463

No earlier filing loaded for comparison.

Net Income

$13,573

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2012: $62,211Liabilities 2012: $0Net Assets 2012: $62,2112012Assets 2013: $52,555Liabilities 2013: $35,424Net Assets 2013: $17,1312013Assets 2014: $59,678Liabilities 2014: $34,635Net Assets 2014: $25,0432014Assets 2015: $41,385Liabilities 2015: $26,141Net Assets 2015: $15,2442015

Highlighted filing

2012

Assets$62,211
Liabilities$0
Net Assets$62,211

Operations Trend

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

$200K$100K$0-$100KRevenue 2012: $199,036Expenses 2012: $185,463Net Income 2012: $13,5732012Revenue 2013: $143,146Expenses 2013: $188,226Net Income 2013: -$45,0802013Revenue 2014: $196,977Expenses 2014: $189,065Net Income 2014: $7,9122014Revenue 2015: $67,172Expenses 2015: $76,971Net Income 2015: -$9,7992015

Highlighted filing

2012

Revenue$199,036
Expenses$185,463
Net Income$13,573
Jump To
Filing Snapshot
Filing Period
Jun 1, 2011 to May 31, 2012
Signed
Sep 30, 2012
Return Version
2011v1.2
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.

Filing and Contact Details

Filer

EIN
26-3426424
Raw XML Appendix163 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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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0MICHAEL FREEMNA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1GLENN HAMMER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2ANNETTE FERGUSON
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2TREASURER
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IRS990EZ/PrimaryExemptPurpose0THE 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/PrintingPublicationsPostage02322
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0PRE 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.
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IRS990ScheduleO/GeneralExplanation/Explanation0DESCRIPTION: DEPRECIATION. AMOUNT: 11,939. DESCRIPTION: OTHER EXPENSES. AMOUNT: 39,689. TOTAL TO FORM 990-EZ, LINE 14: 51,628.
IRS990ScheduleO/GeneralExplanation/Explanation1DESCRIPTION: TELEPHONE. AMOUNT: 4,168. DESCRIPTION: DUES-CEU. AMOUNT: 3,239. DESCRIPTION: HOT LUNCH. AMOUNT: 8,766. DESCRIPTION: LICENSES. AMOUNT: 1,000. DESCRIPTION: SUPPLIES. AMOUNT: 20,440. DESCRIPTION: INSURANCE. AMOUNT: 3,595. DESCRIPTION: FIELDTRIPS. AMOUNT: 3,045. DESCRIPTION: TRAINING. AMOUNT: 3,594. DESCRIPTION: INTERNET. AMOUNT: 930. DESCRIPTION: PAYROLL TAX. AMOUNT: 3,703. DESCRIPTION: TEACHER GIFTS. AMOUNT: 680. DESCRIPTION: MILEAGE/GAS REIMBURSEMENT. AMOUNT: 178. DESCRIPTION: ADVERTISING. AMOUNT: 2,500. DESCRIPTION: WORKERS COMP. AMOUNT: 1,342. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 4,647. TOTAL TO FORM 990-EZ, LINE 16: 61,827.
IRS990ScheduleO/GeneralExplanation/Explanation2DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 48,257. END OF YEAR AMOUNT: 50,859.
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TransferPrsnlBnftContractsDecl/Declaration0THE 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/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0263426424
ReturnHeader/Filer/Name/BusinessNameLine10SHALOM MONTESSORI CO ANNETTE FERGUSON
ReturnHeader/Filer/NameControl0SHAL
ReturnHeader/Filer/Phone08188843600
ReturnHeader/Filer/USAddress/AddressLine1020700 VENTURA BLVD NO 328
ReturnHeader/Filer/USAddress/City0WOODLAND HILLS
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ReturnHeader/Filer/USAddress/ZIPCode091364
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02012-09-30
ReturnHeader/Officer/Name0ANNETTE FERGUSON
ReturnHeader/Officer/Phone08188843600
ReturnHeader/Officer/Title0TREASURER
ReturnHeader/PreparerFirm/EIN0208665322
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10TASCHIAN FERGUSON & CO LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1020700 VENTURA BLVD STE 328
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0WOODLAND HILLS
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode091364
ReturnHeader/Preparer/Name0ANNETTE FERGUSON
ReturnHeader/Preparer/Phone08188843600
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02011-06-01
ReturnHeader/TaxPeriodEndDate02012-05-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-10-10T18:45:18-05:00

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Filings