Civic Intelligence

Access Montessori

990EZ • Fiscal year 2019 • EIN 47-3366708

Jan 01, 2019 to Dec 31, 2019 • Filed on May 07, 2020

Organization Profilewww.http://accessmontessori.org
846 6th AveHelena, MT 59601

(206) 478-0406

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2019

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2019

Net Margin

3rd percentile

-199%

Higher net margin than 3% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

84th percentile

$21,020

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 106.0% of source-year revenue.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2018 to 2019

Revenue Growth

16th percentile

-33%

Faster revenue growth than 16% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$157,611

Up $157,611 from 2018

Net Assets

Up

$157,611

Up $157,611 from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin3rd percentile

Revenue

Down

$19,831

Down $9,873 (-33%) from 2018

Expenses

Down

$59,375

Down $21,414 (-27%) from 2018

Net Income

Up

-$39,544

Up $11,541 (+23%) from 2018

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$200K$150K$100K$50K$0Assets 2015: $69,515Liabilities 2015: $02015Assets 2016: $0Net Assets 2016: $2,5852016Assets 2017: $0Liabilities 2017: $0Net Assets 2017: $02017Assets 2018: $0Liabilities 2018: $0Net Assets 2018: $02018Assets 2019: $157,611Net Assets 2019: $157,6112019Assets 2020: $122,652Net Assets 2020: $122,6522020Assets 2021: $72,593Net Assets 2021: $72,5932021Assets 2022: $33,485Net Assets 2022: $33,4852022Assets 2023: $29,946Net Assets 2023: $29,9462023Assets 2024: $30,760Net Assets 2024: $30,7602024

Highlighted filing

2019

Assets$157,611
Liabilities-
Net Assets$157,611
Open 2019 Filing

Operations Trend

Revenue Growth16th percentile

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

$300K$200K$100K$0-$100KRevenue 2015: $156,396Expenses 2015: $86,881Net Income 2015: $69,5152015Revenue 2016: $4,171Expenses 2016: $71,105Net Income 2016: -$66,9342016Revenue 2017: $275,615Expenses 2017: $29,084Net Income 2017: $246,5312017Revenue 2018: $29,704Expenses 2018: $80,789Net Income 2018: -$51,0852018Revenue 2019: $19,831Expenses 2019: $59,375Net Income 2019: -$39,5442019Revenue 2020: $12,335Expenses 2020: $44,084Net Income 2020: -$31,7492020Revenue 2021: $979Expenses 2021: $51,038Net Income 2021: -$50,0592021Revenue 2022: $3,086Expenses 2022: $42,194Net Income 2022: -$39,1082022Revenue 2023: $31,883Expenses 2023: $35,422Net Income 2023: -$3,5392023Revenue 2024: $30,277Expenses 2024: $29,463Net Income 2024: $8142024

Highlighted filing

2019

Revenue$19,831
Expenses$59,375
Net Income-$39,544
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 7, 2020
Return Version
2019v5.1
Gross Receipts
$19,831
Mission and Program Overview

Mission

To serve as a link to resources and expertise to make birth-six Montessori programs and services available to the community.

Program Services

DescriptionGrantsExpenses
Establishment of Montessori based centers where educatorsfamilies and children age zero-six can access servicesresources and information in and about Montessori education$0$58,450
Montessori introductory workshops$0$845
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jacquie MaughanExecutive DirectorPT$21,020-$21,020
Kate HastingsTreasurer And Director-$0--
Kimberly KinzerSecretary And Director-$0--
Filing and Contact Details

Filer

Filer Name
Access Montessori
EIN
47-3366708
Phone
2064780406
Address
846 6th Ave, Helena, MT 59601

Signing Officer

Name
Jacquie Maughan
Title
Executive Director
Phone
2064780406
Signed
2020-05-07

Preparer

Firm
Magnolia CPA
Address
3214 W McGraw St 312, Seattle, WA 98199
Preparer
Bianca M Graczyk
Phone
2065019131
Supplemental Narrative

Additional Explanations

Pt VI, Line 19

“Through Guidestar or IRS websites”

Pt VI, Line 11B

“Hard copy available at meetings”

Form 990EZ, Part I, Line 10

“Sponsorship Donation; Donation; : , , , ; , 1500.”

Form 990EZ, Part I, Line 16

“Convening Seattle 21095.”

Form 990EZ, Part I, Line 16

“Introductory course expense 845.”

Form 990EZ, Part I, Line 16

“Licenses & fees 10.”

Form 990EZ, Part I, Line 16

“Office expense 506.”

Form 990EZ, Part I, Line 16

“Overhead Expenses-supplies, software, copies 484.”

Form 990EZ, Part I, Line 16

“Payroll taxes 1668.”

Form 990EZ, Part I, Line 16

“Travel and lodging 453.”

Raw XML Appendix179 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Jacquie Maughan
IRS990EZ/BooksInCareOfDetail/PhoneNum02064780406
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04455 Brygger Drive W
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Seattle
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd098199
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0197155
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0157611
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt07068
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-39544
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt08310
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0197155
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0157611
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt01500
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt019831
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt0979
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0197155
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0157611
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0197155
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0157611
IRS990EZ/OccupancyRentUtltsAndMaintAmt03000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt225.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt221020
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Kate Hastings
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Kimberly Kinzer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Jacquie Maughan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer and Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary and Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Executive Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt025061
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To serve as a link to resources and expertise to make birth-six Montessori programs and services available to the community.
IRS990EZ/PrintingPublicationsPostageAmt0484
IRS990EZ/ProgramServiceRevenueAmt011784
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Establishment of Montessori based centers where educatorsfamilies and children age zero-six can access servicesresources and information in and about Montessori education
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Montessori introductory workshops
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt058450
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt1845
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt021020
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt059375
IRS990EZ/TotalProgramServiceExpensesAmt059295
IRS990EZ/TotalRevenueAmt019831
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.http://accessmontessori.org/
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt07068
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt021028
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0140000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0168096
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt07551
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt04070
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt016133
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt027754
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01125
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0101
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01226
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearMinus1YearAmt01125
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearMinus3YearsAmt0101
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt01226
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal509Amt0195850
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt07068
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt028579
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt04070
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0156133
IRS990ScheduleA/Total509Grp/TotalAmt0195850
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0197076
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Through Guidestar or IRS websites
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Hard copy available at meetings
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Sponsorship Donation; Donation; : , , , ; , 1500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Convening Seattle 21095.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Introductory course expense 845.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Licenses & fees 10.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Office expense 506.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Overhead Expenses-supplies, software, copies 484.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Payroll taxes 1668.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Travel and lodging 453.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02020-11-19 02:30:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Jacquie Maughan
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/PhoneNum02064780406
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Access Montessori
ReturnHeader/Filer/BusinessNameControlTxt0ACCE
ReturnHeader/Filer/EIN0473366708
ReturnHeader/Filer/PhoneNum02064780406
ReturnHeader/Filer/USAddress/AddressLine1Txt0846 6th Ave
ReturnHeader/Filer/USAddress/CityNm0Helena
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059601
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId03E5A4ADCF49CF49D45C9492B37C43FF7384BC803
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C16F5A9B6F57AA9BDD3B7EA350BD9101B6738275
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt073.35.183.87
ReturnHeader/FilingSecurityInformation/IPDt02020-06-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm013:52:37
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Magnolia CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03214 W McGraw St 312
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Seattle
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098199
ReturnHeader/PreparerPersonGrp/PhoneNum02065019131
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Bianca M Graczyk
ReturnHeader/ReturnTs02020-06-10T13:52:45-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$157,611
Liabilities
-
Net assets
$157,611
Revenue
$19,831
Expenses
$59,375
Net income
-$39,544
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.31$0.31$0.30$0.29$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.30$0.30$0.32$0.35$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.33$0.33$0.03$0.42$0.39
2021Detailed filing. Detailed filing data is available for this year.$0.73$0.73$0.01$0.51$0.50
2020Detailed filing. Detailed filing data is available for this year.$1.23$1.23$0.12$0.44$0.32
2019Detailed filing. Detailed filing data is available for this year.$1.58$1.58$0.20$0.59$0.40
2018Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.30$0.81$0.51
2017Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$2.76$0.29$2.47
2016Detailed filing. Detailed filing data is available for this year.$0.00$0.03$0.04$0.71$0.67
2015Summary only. Only limited summary data is available for this year.$0.70$0.00$1.56$0.87$0.70