Civic Intelligence

Access Montessori

990EZ • Fiscal year 2022 • EIN 47-3366708

Jan 01, 2022 to Dec 31, 2022 • Filed on Oct 09, 2023

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 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

1st percentile

-1267%

Higher net margin than 1% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

85th percentile

$21,000

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 680.5% of source-year revenue.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

9th percentile

-54%

Faster asset growth than 9% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

92nd percentile

215%

Faster revenue growth than 92% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$33,485

Down $39,108 (-54%) from 2021

Net Assets

Down

$33,485

Down $39,108 (-54%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin1st percentile

Revenue

Up

$3,086

Up $2,107 (+215%) from 2021

Expenses

Down

$42,194

Down $8,844 (-17%) from 2021

Net Income

Up

-$39,108

Up $10,951 (+22%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth9th percentile

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

2022

Assets$33,485
Liabilities-
Net Assets$33,485
Open 2022 Filing

Operations Trend

Revenue Growth92nd 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

2022

Revenue$3,086
Expenses$42,194
Net Income-$39,108
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 9, 2023
Return Version
2022v5.0
Gross Receipts
$3,086
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$8,686
Montessori introductory workshops$0$700
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jacquie MaughanExecutive DirectorPT$21,000-$21,000
Joanne MassenoPresident-$0--
Kathleen LloydSecretary-$0--
Deb OlsonDirector-$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
2023-10-09

Preparer

Firm
Magnolia CPA
Address
3214 W McGraw St 312, Seattle, WA 98199
Preparer
Bianca M Allen
Phone
2063261995
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 16

“Accounting 1940.”

Form 990EZ, Part I, Line 16

“Insurance 1619.”

Form 990EZ, Part I, Line 16

“IT 1094.”

Form 990EZ, Part I, Line 16

“Payroll taxes 1218.”

Form 990EZ, Part I, Line 16

“Travel and lodging 2368.”

Form 990EZ, Part I, Line 16

“Meals and meeting expenses 1419.”

Form 990EZ, Part I, Line 16

“Licenses 451.”

Form 990EZ, Part I, Line 16

“Misc 559.”

Form 990EZ, Part I, Line 16

“Bank Service Fees 480.”

Raw XML Appendix183 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/BOYAmt072593
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt033485
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt03000
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-39108
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt09385
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt072593
IRS990EZ/Form990TotalAssetsGrp/EOYAmt033485
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt03086
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt086
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt072593
IRS990EZ/NetAssetsOrFundBalancesEOYAmt033485
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt072593
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt033485
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt325.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt321000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Joanne Masseno
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Kathleen Lloyd
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Deb Olson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Jacquie Maughan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Executive Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt011148
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/PrintingPublicationsPostageAmt0161
IRS990EZ/ProgramServiceRevenueAmt00
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/ProgramServiceExpensesAmt08686
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt1700
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt021500
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt042194
IRS990EZ/TotalProgramServiceExpensesAmt09386
IRS990EZ/TotalRevenueAmt03086
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.http://accessmontessori.org/
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt012000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt07068
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt021028
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt043096
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt07551
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt07551
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01125
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01125
IRS990ScheduleA/InvestmentIncomeCYPct00.02170
IRS990ScheduleA/InvestmentIncomePYPct00.02310
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearMinus4YearsAmt01125
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt01125
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.97830
IRS990ScheduleA/PublicSupportPY509Pct00.97690
IRS990ScheduleA/PublicSupportTotal509Amt050647
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt03000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt012000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt07068
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt028579
IRS990ScheduleA/Total509Grp/TotalAmt050647
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt051772
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Through Guidestar or IRS websites
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Hard copy available at meetings
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Accounting 1940.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance 1619.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4IT 1094.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Payroll taxes 1218.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Travel and lodging 2368.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Meals and meeting expenses 1419.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Licenses 451.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Misc 559.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Bank Service Fees 480.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Jacquie Maughan
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/PhoneNum02064780406
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-09
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/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0901079176
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/PhoneNum02063261995
ReturnHeader/PreparerPersonGrp/PreparationDt02023-10-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Bianca M Allen
ReturnHeader/ReturnTs02023-10-10T14:35:01-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Jacquie
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Maughan
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$33,485
Liabilities
-
Net assets
$33,485
Revenue
$3,086
Expenses
$42,194
Net income
-$39,108
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