Civic Intelligence

Community Roots School

990 • Fiscal year 2018 • EIN 26-3710345

Jul 01, 2017 to Jun 30, 2018 • Filed on Jan 25, 2019

Organization ProfileCRMONTESSORI.ORG
229 Eureka AveSilverton, OR 97381

(503) 874-4107

Siviq Scores

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

Liabilities / Assets

84th percentile

0.47x

Higher debt load relative to assets than 84% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

69th percentile

0.12x

Higher debt load relative to revenue than 69% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

51st percentile

3.9%

Higher net margin than 51% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

81st percentile

$79,685

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 9.0% of source-year revenue.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

94th percentile

111%

Faster asset growth than 94% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

78th percentile

29%

Faster revenue growth than 78% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets84th percentile

Assets

Up

$235,266

Up $123,562 (+111%) from 2017

Net Assets

Up

$125,176

Up $34,509 (+38%) from 2017

Liabilities

Up

$110,090

Up $89,053 (+423%) from 2017

Revenue And Expenses
Liabilities / Revenue69th percentileNet Margin51st percentile

Revenue

Up

$885,112

Up $196,439 (+29%) from 2017

Expenses

Up

$850,603

Up $100,462 (+13%) from 2017

Net Income

Up

$34,509

Up $95,977 (+156%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth94th percentile

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

$800K$600K$400K$200K$0Assets 2013: $86,881Liabilities 2013: $226Net Assets 2013: $86,6552013Assets 2014: $150,340Liabilities 2014: $112Net Assets 2014: $150,2282014Assets 2015: $185,410Liabilities 2015: $37,969Net Assets 2015: $147,4412015Assets 2016: $179,683Liabilities 2016: $27,548Net Assets 2016: $152,1352016Assets 2017: $111,704Liabilities 2017: $21,037Net Assets 2017: $90,6672017Assets 2018: $235,266Liabilities 2018: $110,090Net Assets 2018: $125,1762018Assets 2019: $115,578Liabilities 2019: $42,959Net Assets 2019: $72,6192019Assets 2020: $298,480Liabilities 2020: $161,198Net Assets 2020: $137,2822020Assets 2021: $296,216Liabilities 2021: $41,821Net Assets 2021: $254,3952021Assets 2022: $486,758Liabilities 2022: $28,697Net Assets 2022: $458,0612022Assets 2023: $620,805Liabilities 2023: $69,526Net Assets 2023: $551,2792023Assets 2024: $535,573Liabilities 2024: $22,203Net Assets 2024: $513,3702024

Highlighted filing

2018

Assets$235,266
Liabilities$110,090
Net Assets$125,176
Open 2018 Filing

Operations Trend

Revenue Growth78th percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2013: $360,6732013Revenue 2014: $499,536Expenses 2014: $435,963Net Income 2014: $63,5732014Revenue 2015: $544,445Expenses 2015: $547,232Net Income 2015: -$2,7872015Revenue 2016: $591,490Expenses 2016: $586,796Net Income 2016: $4,6942016Revenue 2017: $688,673Expenses 2017: $750,141Net Income 2017: -$61,4682017Revenue 2018: $885,112Expenses 2018: $850,603Net Income 2018: $34,5092018Revenue 2019: $965,383Expenses 2019: $1,017,940Net Income 2019: -$52,5572019Revenue 2020: $1,321,025Expenses 2020: $1,256,362Net Income 2020: $64,6632020Revenue 2021: $1,011,770Expenses 2021: $894,657Net Income 2021: $117,1132021Revenue 2022: $986,186Expenses 2022: $782,520Net Income 2022: $203,6662022Revenue 2023: $912,291Expenses 2023: $819,073Net Income 2023: $93,2182023Revenue 2024: $902,271Expenses 2024: $940,180Net Income 2024: -$37,9092024

Highlighted filing

2018

Revenue$885,112
Expenses$850,603
Net Income$34,509
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Jan 25, 2019
Return Version
2017v2.2
Gross Receipts
$928,910
Mission and Program Overview

Mission

Rooted in our local community, we learn in an authentic montessori environment, growing as conscientious and joyful learners, inspired to lead in the world community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$63,308$194,299▲ $130,991
Cash and Non-Interest-Bearing Accounts$46,896$40,967▼ $5,929
Accounts Receivable$1,500--
Total Assets$111,704$235,266▲ $123,562
Liabilities
Accounts Payable and Accrued Expenses$21,037$110,090▲ $89,053
Total Liabilities$21,037$110,090▲ $89,053
Net Assets / Fund Balance
Unrestricted Net Assets$90,667$125,176▲ $34,509
Total Net Assets Fund Balance$90,667$125,176▲ $34,509
Total Liabilities and Net Assets / Fund Balance$111,704$235,266▲ $123,562
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Miranda TraegerSchool DirectorFT$65,785$13,900$79,685

Board Members and Trustees

NameTitle
Astrid PotterMember
Brooke MartinMember
Dan KaplanMember
Jen De JongMember
Kate PattisonMember
Matt MiddlestetterMember
Jason WagonerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$827,895
Program Service Revenue
$15,748
Investment Income
$2,625
Other Revenue
$38,844
All Other Contributions
$28,877
Change in Net Assets
$34,509

Audited Revenue Reconciliation

Revenue per Audited Statements
$885,112
Revenue Not Reported on Form 990
$43,798
Total Revenue per Audited Statements
$928,910
Total Revenue per Form 990
$885,112
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$722,960
Other Expenses$127,643
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$420,050$24,400-$444,450
Pension Plan Contributions$79,265$12,481-$91,746
Current Officers, Directors, Trustees, and Key Employees-$80,495-$80,495
Other Employee Benefits$63,307$2,213-$65,520
Occupancy-$41,063-$41,063
Payroll Taxes$33,549$7,200-$40,749
Fees for Services Other$51$10,924-$10,975
Insurance-$5,146-$5,146
Information Technology$3,379$31-$3,410
Other Expenses$2,385$1,287-$1,287
Fees for Services Accounting-$1,000-$1,000
Total Functional Expenses$634,681$215,922$0$850,603

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$894,401
Expenses per Audited Statements$850,603
Total Expenses per Form 990$850,603
Expenses Not Reported on Form 990$43,798
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$57,887
Fundraising Direct Expenses$43,798
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$52,266$48,946$4,033$44,913
Other Fr$8,941$8,941$34,765$-25,824
Total Events$61,207$57,887$43,798$14,089
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Committee meeting documentation Part VI line 8B

“There is no committee to act on behalf of governing body.”

Form 990 governing body review Part VI line 11

“A copy of the draft of the 990 is available for all voting members of the board of directors to review between three to five days before it is signed and submitted to the internal revenue service. Each board member is notified and a copy of the draft is available upon request.”

Conflict of interest policy compliance Part VI line 12C

“Possible conflict of interest is considered by the board as a whole before approving all significant transactions.”

Governing documents etc available to public Part VI line 19

“The organizations governing documents, conflict of interest policy, and financial statements are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Community Roots School
EIN
26-3710345
Address
229 EUREKA AVE, Silverton, OR 97381

Signing Officer

Name
Jason Wagoner
Title
Treasurer
Phone
5038744107
Signed
2019-01-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Miranda Traeger
Formed
2009
Legal Domicile
Or
Voting Board Members
7
Independent Board Members
7
Employees
13
Volunteers
50

Preparer

Firm
Pauly Rogers and Co Pc
Address
12700 SW 172ND AVE, TIGARD, OR 97223
Preparer
Roy R Rogers
Phone
5036848421
Supplemental Narrative

Financial Statement Notes

Other revenues not included on Form 990 (Part XI, line 2D)

“Fundraising expenditures $43,798”

Other expenses not included on Form 990 (Part XII, line 2D)

“Fundraising expenditures 43,798”

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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0FUNDRAISING EXPENDITURES $43,798
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1FUNDRAISING EXPENDITURES 43,798
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Other revenues not included on Form 990 (Part XI, line 2d)
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Other expenses not included on Form 990 (Part XII, line 2d)
IRS990ScheduleD/TotalExpensesPerForm990Amt0850603
IRS990ScheduleD/TotalRevenuePerForm990Amt0885112
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0928910
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0894401
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt03320
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt03320
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt043798
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0OTHER FR
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt05000
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt05000
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt052266
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt08941
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt061207
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt048946
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt08941
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt057887
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt014089
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt038798
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04033
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt034765
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE IS NO COMMITTEE TO ACT ON BEHALF OF GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF THE DRAFT OF THE 990 IS AVAILABLE FOR ALL VOTING MEMBERS OF THE BOARD OF DIRECTORS TO REVIEW BETWEEN THREE TO FIVE DAYS BEFORE IT IS SIGNED AND SUBMITTED TO THE INTERNAL REVENUE SERVICE. EACH BOARD MEMBER IS NOTIFIED AND A COPY OF THE DRAFT IS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2POSSIBLE CONFLICT OF INTEREST IS CONSIDERED BY THE BOARD AS A WHOLE BEFORE APPROVING ALL SIGNIFICANT TRANSACTIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATIONS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Committee meeting documentation Part VI line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Governing documents etc available to public Part VI line 19
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OR
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0111704
IRS990/TotalAssetsEOYAmt0235266
IRS990/TotalAssetsGrp/BOYAmt0111704
IRS990/TotalAssetsGrp/EOYAmt0235266
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0827895
IRS990/TotalEmployeeCnt013
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0215922
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0634681
IRS990/TotalFunctionalExpensesGrp/TotalAmt0850603
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt021037
IRS990/TotalLiabilitiesEOYAmt0110090
IRS990/TotalLiabilitiesGrp/BOYAmt021037
IRS990/TotalLiabilitiesGrp/EOYAmt0110090
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt090667
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0125176
IRS990/TotalOtherCompensationAmt013900
IRS990/TotalProgramServiceExpensesAmt0634681
IRS990/TotalProgramServiceRevenueAmt015748
IRS990/TotalReportableCompFromOrgAmt065785
IRS990/TotalRevenueGrp/ExclusionAmt016714
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt040503
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0885112
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt050
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0111704
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0235266
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt090667
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0125176
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0CRMONTESSORI.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JASON WAGONER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05038744107
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-01-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0COMMUNITY ROOTS SCHOOL
ReturnHeader/Filer/BusinessNameControlTxt0COMM
ReturnHeader/Filer/EIN0263710345
ReturnHeader/Filer/USAddress/AddressLine1Txt0229 EUREKA AVE
ReturnHeader/Filer/USAddress/CityNm0Silverton
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097381
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId00B53B9E4BECF9A29B7D0326E090631DA6DB3DDB6
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00B53B9E4BECF9A29B7D0326E090631DA6DB3DDB6
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId09335042019057haexgys
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-02-26
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.89.183.173
ReturnHeader/FilingSecurityInformation/IPDt02019-02-26
ReturnHeader/FilingSecurityInformation/IPTm020:03:20
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PAULY ROGERS AND CO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012700 SW 172ND AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TIGARD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097223
ReturnHeader/PreparerPersonGrp/PhoneNum05036848421
ReturnHeader/PreparerPersonGrp/PreparationDt02019-01-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROY R ROGERS
ReturnHeader/ReturnTs02019-01-25T14:39:49-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-07-01

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$235,266
Liabilities
$110,090
Net assets
$125,176
Revenue
$885,112
Expenses
$850,603
Net income
$34,509
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.54$0.02$0.51$0.90$0.94$0.04
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.62$0.07$0.55$0.91$0.82$0.09
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.49$0.03$0.46$0.99$0.78$0.20
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.30$0.04$0.25$1.01$0.89$0.12
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.30$0.16$0.14$1.32$1.26$0.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.12$0.04$0.07$0.97$1.02$0.05
2018Detailed filing. Detailed filing data is available for this year.$0.24$0.11$0.13$0.89$0.85$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.11$0.02$0.09$0.69$0.75$0.06
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.18$0.03$0.15$0.59$0.59$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.19$0.04$0.15$0.54$0.55$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$0.50$0.44$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.09$0.00$0.09$0.36