Civic Intelligence

West Side Montessori

990 • Fiscal year 2024 • EIN 46-0761429

Jul 01, 2023 to Jun 30, 2024 • Filed on May 14, 2025

73 Stanwood StreetProvidence, RI 02907

(401) 935-9970

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.46x

Higher debt load relative to assets than 83% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

87th percentile

0.80x

Higher debt load relative to revenue than 87% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

70th percentile

17%

Higher net margin than 70% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

70th percentile

$108,486

Higher top officer pay than 70% of similar nonprofits.

Top officer pay equals 10.5% of source-year revenue.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

78th percentile

20%

Faster asset growth than 78% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

31st percentile

-2.6%

Faster revenue growth than 31% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$1,805,845

Up $242,163 (+15%) from 2022

Net Assets

Up

$971,069

Up $420,788 (+76%) from 2022

Liabilities

Down

$834,776

Down $178,625 (-18%) from 2022

Revenue

Up

$1,037,549

Up $444,152 (+75%) from 2022

Expenses

Up

$861,528

Up $133,328 (+18%) from 2022

Net Income

Up

$176,021

Up $310,824 (+231%) from 2022

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2013: $214,487Liabilities 2013: $107,005Net Assets 2013: $107,4822013Assets 2014: $347,316Liabilities 2014: $7,005Net Assets 2014: $340,3112014Assets 2015: $948,114Liabilities 2015: $258,842Net Assets 2015: $689,2722015Assets 2016: $1,195,057Liabilities 2016: $521,069Net Assets 2016: $673,9882016Assets 2017: $1,168,271Liabilities 2017: $520,572Net Assets 2017: $647,6992017Assets 2018: $1,128,977Liabilities 2018: $512,032Net Assets 2018: $616,9452018Assets 2019: $1,164,675Liabilities 2019: $519,539Net Assets 2019: $645,1362019Assets 2022: $1,563,682Liabilities 2022: $1,013,401Net Assets 2022: $550,2812022Assets 2024: $1,805,845Liabilities 2024: $834,776Net Assets 2024: $971,0692024

Highlighted filing

2024

Assets$1,805,845
Liabilities$834,776
Net Assets$971,069

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2013: $183,739Expenses 2013: $76,257Net Income 2013: $107,4822013Revenue 2014: $336,803Expenses 2014: $103,974Net Income 2014: $232,8292014Revenue 2015: $487,550Expenses 2015: $138,589Net Income 2015: $348,9612015Revenue 2016: $276,810Expenses 2016: $292,271Net Income 2016: -$15,4612016Revenue 2017: $358,329Expenses 2017: $384,628Net Income 2017: -$26,2992017Revenue 2018: $340,790Expenses 2018: $371,544Net Income 2018: -$30,7542018Revenue 2019: $537,838Expenses 2019: $509,647Net Income 2019: $28,1912019Revenue 2022: $593,397Expenses 2022: $728,200Net Income 2022: -$134,8032022Revenue 2024: $1,037,549Expenses 2024: $861,528Net Income 2024: $176,0212024

Highlighted filing

2024

Revenue$1,037,549
Expenses$861,528
Net Income$176,021
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 14, 2025
Return Version
2023v6.0
Gross Receipts
$1,037,549
Mission and Program Overview

Mission

WSM is a socio-economically diverse community school that inspires children

To provide excellent early educational opportunities using the Montessori philosophy.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,260,475$1,579,390▲ $318,915
Intangible Assets$70,487$127,911▲ $57,424
Loans From Officers Directors$31,378$126,582▲ $95,204
Savings and Temporary Cash Investments$122,123$73,383▼ $48,740
Prepaid Expenses and Deferred Charges$9,579$12,469▲ $2,890
Accounts Receivable$7,958$11,032▲ $3,074
Cash and Non-Interest-Bearing Accounts$36,697$1,660▼ $35,037
Total Assets$1,507,319$1,805,845▲ $298,526
Liabilities
Other Liabilities$499,900$499,900→ $0
Mortgage Notes Payable Secured by Investment Property$152,208$142,821▼ $9,387
Accounts Payable and Accrued Expenses$29,222$62,273▲ $33,051
Deferred Revenue-$3,200-
Total Liabilities$712,708$834,776▲ $122,068
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$794,611$967,683▲ $173,072
Net Assets With Donor Restrictions-$3,386-
Total Net Assets Fund Balance$794,611$971,069▲ $176,458
Total Liabilities and Net Assets / Fund Balance$1,507,319$1,805,845▲ $298,526

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,298,017$277,882$1,575,899
Land$276,639-$276,639
Equipment$518$17,469$17,987
Other Land Buildings$4,216$1,059$5,275
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sabrina Uribe RuggieroExecutive DirectorFT$105,450$3,036$108,486

Board Members and Trustees

NameTitle
Eudad GonzalezBoard Chair
Angelia DuranVice Chair
Carlon HowardBoard Member
Kim Khuu DooleyBoard Member
Linda JuliaoBoard Member
Teryl SweeneyBoard Member
Colleen O'DonnellSecretary
Anny SerranoTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$487,029
Program Service Revenue
$547,570
Investment Income
$0
Other Revenue
$2,950
All Other Contributions
$47,051
Change in Net Assets
$176,021
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$602,619
Other Expenses$238,108
Total Fundraising Expense$98,210
Professional Fundraising Fees$20,801
Grants and Similar Amounts Paid$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$308,218$84,008$15,171$407,397
Current Officers, Directors, Trustees, and Key Employees$35,150$35,150$35,150$105,450
Payroll Taxes$55,160$18,935$8,233$82,328
Occupancy$48,628$16,693$7,258$72,579
Depreciation Depletion$30,381$10,429$4,535$45,345
Insurance$19,451$6,677$2,903$29,031
Fees for Services Professional Fundraising--$20,801$20,801
All Other Expenses$195$6,567$2,337$9,099
Fees for Services Legal-$7,515-$7,515
Other Employee Benefits$4,988$1,712$744$7,444
Office Expenses$4,539$1,558$677$6,774
Interest-$6,769-$6,769
Other Expenses$6,530--$6,530
Fees for Services Accounting-$2,531-$2,531
Information Technology$1,397$479$208$2,084
Fees for Services Management$1,295$444$193$1,932
Advertising$1,803--$1,803
Total Functional Expenses$563,851$199,467$98,210$861,528
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$20,801
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$31,378$126,582▲ $95,204
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
EIDL Loan$499,900
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
Yes
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

Form 990, Part VI, Section B, line 11B

Copies of the 990 are circulated to board members for review and approval

Form 990, Part VI, Section B, line 12C

Board officers review the conflict of interest policy

Form 990, Part VI, Section B, line 15A

Compensation is approved by the board of directors

Form 990, Part VI, Section C, line 19

Governing documents, conflict of interest policy and financial statements are available to the public upon request

Filing and Contact Details

Filer

Filer Name
West Side Montessori
EIN
46-0761429
Phone
4019359970
Address
73 Stanwood Street, Providence, RI 02907
Doing Business As
Montessori Community School of Rhode Island

Signing Officer

Name
Eudad Gonzalez
Title
Board Chair
Phone
4019359970
Signed
2025-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Eudad Gonzalez
Formed
2012
Legal Domicile
Ri
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
40

Preparer

Firm
Alsd Ltd
Address
1604 Broad Street, Cranston, RI 02905
Preparer
Richard Streitfeld
Phone
4012230205
Supplemental Narrative

Additional Explanations

Form 990, Part XI, line 9:

Minor adjustments to prior year 437.

Raw XML AppendixShowing 400 of 510 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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IRS990/QuidProQuoContributionsInd00
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IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0550520
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IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt042900
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IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt040000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt093657
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt0181311
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0487029
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt02591
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01501
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IRS990ScheduleA/InvestmentIncomePYPct00.00170
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IRS990ScheduleD/EquipmentGrp/BookValueAmt0518
IRS990ScheduleD/EquipmentGrp/DepreciationAmt017469
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt017987
IRS990ScheduleD/LandGrp/BookValueAmt0276639
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0276639
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt04216
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt01059
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt05275
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0499900
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0EIDL Loan
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01579390
IRS990ScheduleD/TotalLiabilityAmt0499900
IRS990ScheduleG/AgrmtProfFundraisingActyInd00
IRS990ScheduleG/EmailSolicitationsInd0X
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/MailSolicitationsInd0X
IRS990ScheduleG/PhoneSolicitationsInd0X
IRS990ScheduleG/SolicitationOfGovtGrantsInd0X
IRS990ScheduleG/SolicitationOfNonGovtGrantsInd0X
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleG/SupplementalInformationDetail/ExplanationTxt0Co-created a fundraising pipeline for major gift prospects, targeting institutional prospects, including private foundations, family foundations, and potentially corporations, for donations ranging from five to seven figures. Devised tactics for an effective Annual Giving strategy to nurture individual donors and maintain current supporters.
IRS990ScheduleG/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule G, Part I, Line 2b, Column (v)
IRS990/ScheduleJRequiredInd00
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IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd10

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