Civic Intelligence

Desert Sky Montessori

EIN 47-2518719 • 501(c)3 • Bend, OR

Profile

The mission of desert sky montessori is to provide a child-centered, individualized education for central oregon students, founded upon the philosophy of dr. Maria montessori. Desert sky montessori will foster a structured environment of freedom and discovery in which each child can reach his or her full academic, social, and personal potential. Graduates of desert sky montessori will demonstrate creative thinking, self- discipline, respect, cooperation, and will build a solid foundation for future success

150 NE Bend River Mall Dr260Bend, OR 97703

dsmontessori.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

18th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

35th percentile

-1.4%

Higher net margin than 35% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

17th percentile

-8.4%

Faster asset growth than 17% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

37th percentile

0.8%

Faster revenue growth than 37% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets18th percentile

Assets

Down

$267,405

Down $24,481 (-8.4%) from 2022

Liabilities

Down

$0

Down $170 (-100%) from 2022

Net Assets

Down

$267,405

Down $24,311 (-8.3%) from 2022

Operations
Liabilities / Revenue19th percentileNet Margin35th percentile

Revenue

Up

$1,731,945

Up $13,924 (+0.8%) from 2022

Expenses

Up

$1,756,256

Up $133,994 (+8.3%) from 2022

Net Income

Down

-$24,311

Down $120,070 (-125%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth17th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0-$100KAssets 2015: $1,589Net Assets 2015: $1,5892015Assets 2016: $2,530Net Assets 2016: $2,5302016Assets 2017: $11,533Liabilities 2017: $55,000Net Assets 2017: -$43,4672017Assets 2018: $92,620Liabilities 2018: $55,000Net Assets 2018: $37,6202018Assets 2019: $145,854Liabilities 2019: $413Net Assets 2019: $145,4412019Assets 2020: $106,360Liabilities 2020: $0Net Assets 2020: $106,3602020Assets 2021: $196,401Liabilities 2021: $443Net Assets 2021: $195,9582021Assets 2022: $291,886Liabilities 2022: $170Net Assets 2022: $291,7162022Assets 2023: $267,405Liabilities 2023: $0Net Assets 2023: $267,4052023

Highlighted filing

2023

Assets$267,405
Liabilities$0
Net Assets$267,405
Open 2023 Filing

Operations Trend

Revenue Growth37th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2015: $4,153Expenses 2015: $2,644Net Income 2015: $1,5092015Revenue 2016: $13,860Expenses 2016: $12,887Net Income 2016: $9732016Revenue 2017: $90,503Expenses 2017: $136,500Net Income 2017: -$45,9972017Revenue 2018: $886,190Expenses 2018: $812,105Net Income 2018: $74,0852018Revenue 2019: $1,254,948Expenses 2019: $1,147,127Net Income 2019: $107,8212019Revenue 2020: $1,214,072Expenses 2020: $1,253,153Net Income 2020: -$39,0812020Revenue 2021: $1,427,944Expenses 2021: $1,338,346Net Income 2021: $89,5982021Revenue 2022: $1,718,021Expenses 2022: $1,622,262Net Income 2022: $95,7592022Revenue 2023: $1,731,945Expenses 2023: $1,756,256Net Income 2023: -$24,3112023

Highlighted filing

2023

Revenue$1,731,945
Expenses$1,756,256
Net Income-$24,311
Open 2023 Filing

Filings

Most recent year

2023 • Form 990Summary only. Only limited summary data is available for this year.

Open filing
Assets
$267,405
Liabilities
$0
Net assets
$267,405
Revenue
$1,731,945
Expenses
$1,756,256
Net income
-$24,311
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$0.27$0.00$0.27$1.73$1.76$0.02
2022Summary only. Only limited summary data is available for this year.$0.29$0.00$0.29$1.72$1.62$0.10
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.20$0.00$0.20$1.43$1.34$0.09
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.11$0.00$0.11$1.21$1.25$0.04
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.15$0.00$0.15$1.25$1.15$0.11
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.09$0.06$0.04$0.89$0.81$0.07
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.01$0.06$0.04$0.09$0.14$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.01$0.01$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2021 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Jan 31, 2022
Return Version
2020v4.0
Gross Receipts
$1,431,148
Mission and Program Overview

Mission

Desert sky montessori provides all children an environment for joyful exploration that fosters self-discovery and a life-long love of learning.

To provide all children with an environment for joyful exploration that fosters self-discovery and a life-long love of learning.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$36,204$145,171▲ $108,967
Land, Buildings, and Equipment, Net$57,472$40,059▼ $17,413
Accounts Receivable$5,679$4,166▼ $1,513
Savings and Temporary Cash Investments$5$5→ $0
Total Assets$106,360$196,401▲ $90,041
Other Assets Total$7,000$7,000→ $0
Liabilities
Accounts Payable and Accrued Expenses-$443-
Total Liabilities$0$443▲ $443
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$106,360$195,958▲ $89,598
Total Net Assets Fund Balance$106,360$195,958▲ $89,598
Total Liabilities and Net Assets / Fund Balance$106,360$196,401▲ $90,041

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$37,046$31,045$68,091
Leasehold Improvements$3,013$11,767$14,780
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jodie BorgiaHead of SchoFT$76,215$25,958$102,173

Board Members and Trustees

NameTitle
Jessica LoukonenBoard Presid
David TrexlerDirector
Kevin MckennonDirector
Cara NowakSecretary
John EskewTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$209,990
Program Service Revenue
$1,219,508
Investment Income
$0
Other Revenue
$-1,554
All Other Contributions
$88,697
Change in Net Assets
$89,598

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,427,944
Total Revenue per Audited Statements
$1,427,944
Total Revenue per Form 990
$1,427,944
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$867,241
Other Expenses$471,105
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$489,679$136,000-$625,679
Occupancy$231,052--$231,052
Other Employee Benefits$142,157$39,713-$181,870
Insurance-$67,255-$67,255
Payroll Taxes$46,717$12,975-$59,692
Information Technology-$31,546-$31,546
Depreciation Depletion$15,866$1,547-$17,413
Fees for Services Accounting-$11,915-$11,915
All Other Expenses$4,465$3,732-$8,197
Other Expenses$6,878$15,630-$6,878
Conferences and Meetings-$5,438-$5,438
Advertising-$3,414-$3,414
Office Expenses-$3,296-$3,296
Travel-$409-$409
Fees for Services Legal-$124-$124
Total Functional Expenses$1,005,352$332,994$0$1,338,346

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,338,346
Total Expenses per Audited Statements$1,338,346
Total Expenses per Form 990$1,338,346
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$3,204
Fundraising Gross Income$1,650
Professional Fundraising Fees$0
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
No
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
Yes
Other officer compensation reviewed
Yes
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, Page 6, Part VI, Line 11B

“Form 990 is provided at a board meeting after management review and approval.”

Form 990, Page 6, Part VI, Line 12C

“The school monitors contracts to third parties as well as discussing the conflict of interest policy in the board meeting annually and checking in with the members.”

Form 990, Page 6, Part VI, Line 15A

“The head of school salary was negotiated between the head of school and the chair of the board. The chair then brought this to the board of directors who voted to approve the contract and additional approval with the annual budget.”

Form 990, Page 6, Part VI, Line 15B

“The business director salary was negotiated between the head of school and the business director. It was then sent to the chair of the board for approval, and then to the board of directors for approval with the annual budget.”

Form 990, Page 6, Part VI, Line 19

“The board meeting minutes and agendas are posted on the school website. The conflict of interest policy is also listed on the website. Financial statement are available upon request.”

Filing and Contact Details

Filer

Filer Name
Desert Sky Montessori
EIN
47-2518719
Phone
5413502090
Address
150 NE BEND RIVER MALL DR260, BEND, OR 97703

Signing Officer

Name
Jessica Loukonen
Title
Board President
Phone
5413502090
Signed
2022-01-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jessica Loukonen
Formed
2015
Legal Domicile
Or
Voting Board Members
5
Independent Board Members
5
Employees
25
Volunteers
20

Preparer

Firm
Sga Cpas & Consultants Llp
Address
499 SW UPPER TERRACE DR, BEND, OR 97702
Preparer
Brenda M Bartlett
Phone
5413887888
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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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IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt031045
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IRS990ScheduleD/TotalRevenuePerForm990Amt01427944
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IRS990ScheduleE/MaintainScholarshipsRecsInd0true
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IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0POLICY PUBLISHED ON THE SCHOOL'S WEBSITE.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1THE ENTITY IS A PUBLIC CHARTER SCHOOL WHERE PRIMARY SOURCE OF FUNDING IS RECEIVED UNDER A CHARTER AGREEMENT WITH A LOCAL SCHOOL DISTRICT. THE SCHOOL RECEIVED FUNDING FROM FEDERAL PANDEMIC GRANT PROGRAMS AND STATE OF OREGON INVESTMENT ACT FUNDING.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, LINE 6
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS PROVIDED AT A BOARD MEETING AFTER MANAGEMENT REVIEW AND APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE SCHOOL MONITORS CONTRACTS TO THIRD PARTIES AS WELL AS DISCUSSING THE CONFLICT OF INTEREST POLICY IN THE BOARD MEETING ANNUALLY AND CHECKING IN WITH THE MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE HEAD OF SCHOOL SALARY WAS NEGOTIATED BETWEEN THE HEAD OF SCHOOL AND THE CHAIR OF THE BOARD. THE CHAIR THEN BROUGHT THIS TO THE BOARD OF DIRECTORS WHO VOTED TO APPROVE THE CONTRACT AND ADDITIONAL APPROVAL WITH THE ANNUAL BUDGET.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BUSINESS DIRECTOR SALARY WAS NEGOTIATED BETWEEN THE HEAD OF SCHOOL AND THE BUSINESS DIRECTOR. IT WAS THEN SENT TO THE CHAIR OF THE BOARD FOR APPROVAL, AND THEN TO THE BOARD OF DIRECTORS FOR APPROVAL WITH THE ANNUAL BUDGET.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE BOARD MEETING MINUTES AND AGENDAS ARE POSTED ON THE SCHOOL WEBSITE. THE CONFLICT OF INTEREST POLICY IS ALSO LISTED ON THE WEBSITE. FINANCIAL STATEMENT ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01005352
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IRS990/TotalGrossUBIAmt00
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0195958
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IRS990/TotalProgramServiceExpensesAmt01005352
IRS990/TotalProgramServiceRevenueAmt01219508
IRS990/TotalReportableCompFromOrgAmt076215
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01219508
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01427944
IRS990/TotalVolunteersCnt020
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0196401
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IRS990/TravelGrp/TotalAmt0409
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
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IRS990/WebsiteAddressTxt0DSMONTESSORI.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-03-31 18:45:55Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JESSICA LOUKONEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BOARD PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05413502090
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-01-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DESERT SKY MONTESSORI
ReturnHeader/Filer/BusinessNameControlTxt0DESE
ReturnHeader/Filer/EIN0472518719
ReturnHeader/Filer/PhoneNum05413502090
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0201592634
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SGA CPAS & CONSULTANTS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0499 SW UPPER TERRACE DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BEND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097702
ReturnHeader/PreparerPersonGrp/PhoneNum05413887888
ReturnHeader/PreparerPersonGrp/PreparationDt02022-02-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRENDA M BARTLETT
ReturnHeader/ReturnTs02022-02-24T11:35:43-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JESSICA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LOUKONEN
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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