Civic Intelligence

Community Roots School

990 • Fiscal year 2020 • EIN 26-3710345

Jul 01, 2019 to Jun 30, 2020 • Filed on Sep 10, 2020

Organization ProfileCRMONTESSORI.ORG
229 Eureka AveSilverton, OR 97381

(503) 409-7594

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.54x

Higher debt load relative to assets than 82% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

47th percentile

0.12x

Higher debt load relative to revenue than 47% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

49th percentile

4.9%

Higher net margin than 49% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

95th percentile

158%

Faster asset growth than 95% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

83rd percentile

37%

Faster revenue growth than 83% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Up

$298,480

Up $182,902 (+158%) from 2019

Net Assets

Up

$137,282

Up $64,663 (+89%) from 2019

Liabilities

Up

$161,198

Up $118,239 (+275%) from 2019

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin49th percentile

Revenue

Up

$1,321,025

Up $355,642 (+37%) from 2019

Expenses

Up

$1,256,362

Up $238,422 (+23%) from 2019

Net Income

Up

$64,663

Up $117,220 (+223%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth95th 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

2020

Assets$298,480
Liabilities$161,198
Net Assets$137,282
Open 2020 Filing

Operations Trend

Revenue Growth83rd 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

2020

Revenue$1,321,025
Expenses$1,256,362
Net Income$64,663
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Sep 10, 2020
Return Version
2019v5.1
Gross Receipts
$1,776,129
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$59,334$263,968▲ $204,634
Cash and Non-Interest-Bearing Accounts$54,342$34,512▼ $19,830
Accounts Receivable$1,902--
Total Assets$115,578$298,480▲ $182,902
Liabilities
Accounts Payable and Accrued Expenses$42,959$161,198▲ $118,239
Total Liabilities$42,959$161,198▲ $118,239
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$72,619$137,282▲ $64,663
Total Net Assets Fund Balance$72,619$137,282▲ $64,663
Total Liabilities and Net Assets / Fund Balance$115,578$298,480▲ $182,902
Compensation and Service Providers
Top Officer Pay37th percentile

Board Members and Trustees

NameTitle
Dan KaplanChairperson
Astrid PotterMember
Rhonda BosticMember
Jen De JongSecretary
Jason WagonerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,701,901
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$-380,876
All Other Contributions
$414,984
Change in Net Assets
$64,663

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,321,025
Revenue Not Reported on Form 990
$455,104
Total Revenue per Audited Statements
$1,776,129
Total Revenue per Form 990
$1,321,025
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,256,362
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy-$46,039-$46,039
Travel$6,178$10,791-$16,969
Other Expenses$14,830$417-$15,247
Information Technology$7,017--$7,017
Insurance-$5,204-$5,204
All Other Expenses-$1,853-$1,853
Fees for Services Accounting-$250-$250
Fees for Services Legal-$237-$237
Total Functional Expenses$888,584$367,778$0$1,256,362

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,711,466
Expenses per Audited Statements$1,256,362
Total Expenses per Form 990$1,256,362
Expenses Not Reported on Form 990$455,104
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$455,104
Fundraising Gross Income$62,738
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$57,644$57,644$1,825$55,819
Wreath Sales$4,214$4,214-$4,214
Total Events$62,738$62,738$455,104$-392,366
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
Business relationship with 35% controlled entity
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
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
2020-09-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jason Wagoner
Formed
2009
Legal Domicile
Or
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
75

Preparer

Firm
Pauly Rogers & Co Pc
Address
12700 SW 72ND AVE, TIGARD, OR 97223
Preparer
Roy R Rogers
Phone
5036202632
Supplemental Narrative

Financial Statement Notes

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

“Fundraising expenditures: $455,104”

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

“Fundraising expenditures: $455,104”

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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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IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt01700
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt01700
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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
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0888584
IRS990/TotalFunctionalExpensesGrp/TotalAmt01256362
IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesEOYAmt0161198
IRS990/TotalLiabilitiesGrp/BOYAmt042959
IRS990/TotalLiabilitiesGrp/EOYAmt0161198
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt011490
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01321025
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0298480
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IRS990/TravelGrp/ProgramServicesAmt06178
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0JASON WAGONER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05038744107
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-09-10
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ReturnHeader/Filer/USAddress/CityNm0Silverton
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097381
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PAULY ROGERS & CO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012700 SW 72ND AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TIGARD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
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ReturnHeader/PreparerPersonGrp/PhoneNum05036202632
ReturnHeader/PreparerPersonGrp/PreparationDt02021-03-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROY R ROGERS
ReturnHeader/ReturnTs02021-03-23T10:51:41-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$298,480
Liabilities
$161,198
Net assets
$137,282
Revenue
$1,321,025
Expenses
$1,256,362
Net income
$64,663
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
2020Detailed filing. Detailed filing data is available for this year.$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
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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