Civic Intelligence

Community Roots School

990 • Fiscal year 2023 • EIN 26-3710345

Jul 01, 2022 to Jun 30, 2023 • Filed on Jan 31, 2024

Organization ProfileCRMONTESSORI.ORG
229 Eureka AveSilverton, OR 97381

(504) 532-8516

Siviq Scores

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

Liabilities / Assets

69th percentile

0.11x

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

65th percentile

0.08x

Higher debt load relative to revenue than 65% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

61st percentile

10%

Higher net margin than 61% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Asset Growth

80th percentile

28%

Faster asset growth than 80% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

28th percentile

-7.5%

Faster revenue growth than 28% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets69th percentile

Assets

Up

$620,805

Up $134,047 (+28%) from 2022

Net Assets

Up

$551,279

Up $93,218 (+20%) from 2022

Liabilities

Up

$69,526

Up $40,829 (+142%) from 2022

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin61st percentile

Revenue

Down

$912,291

Down $73,895 (-7.5%) from 2022

Expenses

Up

$819,073

Up $36,553 (+4.7%) from 2022

Net Income

Down

$93,218

Down $110,448 (-54%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth80th 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

2023

Assets$620,805
Liabilities$69,526
Net Assets$551,279
Open 2023 Filing

Operations Trend

Revenue Growth28th 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

2023

Revenue$912,291
Expenses$819,073
Net Income$93,218
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Jan 31, 2024
Return Version
2022v5.0
Gross Receipts
$941,208
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$327,976$364,982▲ $37,006
Cash and Non-Interest-Bearing Accounts$158,782$255,135▲ $96,353
Accounts Receivable-$688-
Total Assets$486,758$620,805▲ $134,047
Liabilities
Accounts Payable and Accrued Expenses$28,697$69,526▲ $40,829
Total Liabilities$28,697$69,526▲ $40,829
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$458,061$551,279▲ $93,218
Total Net Assets Fund Balance$458,061$551,279▲ $93,218
Total Liabilities and Net Assets / Fund Balance$486,758$620,805▲ $134,047
Compensation and Service Providers
Top Officer Pay54th percentile

Board Members and Trustees

NameTitle
Sarah BrownBoard Chair
Jane ZhenBoard Member
Virginia GriffinBoard Member
Christen KelleySchool Director
Matt EberleSecretary
Jackie KempTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$845,925
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$66,366
All Other Contributions
$31,103
Change in Net Assets
$93,218

Audited Revenue Reconciliation

Revenue per Audited Statements
$912,291
Revenue Not Reported on Form 990
$28,917
Total Revenue per Audited Statements
$941,208
Total Revenue per Form 990
$912,291
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$819,073
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-$58,168-$58,168
Information Technology$2,959$8,640-$11,599
Fees for Services Accounting-$9,800-$9,800
Insurance-$7,805-$7,805
Office Expenses-$7,577-$7,577
Other Expenses$7,646$274-$274
Travel$170--$170
Total Functional Expenses$607,294$211,779$0$819,073

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$847,990
Expenses per Audited Statements$819,073
Total Expenses per Form 990$819,073
Expenses Not Reported on Form 990$28,917
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$95,283
Fundraising Direct Expenses$28,917
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$43,983$43,983$1,570$42,413
Other Fr$23,484$23,484$13$23,471
Total Events$95,283$95,283$28,917$66,366
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
Jackie Kemp
Title
Treasurer
Phone
5038744107
Signed
2024-01-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jackie Kemp
Formed
2009
Legal Domicile
Or
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
50

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: $28,917”

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

“Fundraising expenditures: $28,917”

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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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IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE COMMUNITY ROOTS SCHOOL PROHIBITS DISCRIMINATION AND HARASSMENT ON ANY BASIS PROTECTED BY LAW, INCLUDING BUT NOT LIMITED TO, AN INDIVIDUALS PERCEIVED OR ACTUAL RACE, COLOR, RELIGION, SEX, SEXUAL ORIENTATION, NATIONAL OR ETHNIC ORIGIN, MARITAL STATUS, AGE, MENTAL OR PHYSICAL DISABILITY, PREGNANCY, FAMILIAL STATUS, VETERANS STATUS, OR BECAUSE OF THE RACE, COLOR, RELIGION, SEX, SEXUAL ORIENTATION, NATIONAL OR ETHNIC ORIGIN, MARITAL STATUS, AGE, MENTAL OR PHYSICAL DISABILITY, PREGNANCY, FAMILIAL STATUS, VETERANS STATUS OF ANY OTHER PERSONS WITH WHOM THE INDIVIDUAL ASSOCIATES.
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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.
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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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ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$620,805
Liabilities
$69,526
Net assets
$551,279
Revenue
$912,291
Expenses
$819,073
Net income
$93,218
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
2023Detailed filing. Detailed filing data is available for this year.$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
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