Civic Intelligence

Montessori Project Foundation

990EZ • Fiscal year 2015 • EIN 73-1642472

Jul 01, 2014 to Jun 30, 2015 • Filed on Feb 16, 2016

Organization ProfileN/A
5330-a Gibbons Dr 700Carmichael, CA 95608

(916) 971-2432

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 2015

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2015

Net Margin

98th percentile

93%

Higher net margin than 98% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

90th percentile

87%

Faster asset growth than 90% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

98th percentile

493%

Faster revenue growth than 98% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$130,370

Up $60,502 (+87%) from 2014

Net Assets

Up

$130,370

Up $60,502 (+87%) from 2014

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin98th percentile

Revenue

Up

$65,015

Up $54,059 (+493%) from 2014

Expenses

Down

$4,513

Down $11,066 (-71%) from 2014

Net Income

Up

$60,502

Up $65,125 (+1409%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth90th percentile

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

$200K$150K$100K$50K$0Assets 2011: $153,049Liabilities 2011: $02011Assets 2012: $72,562Liabilities 2012: $0Net Assets 2012: $72,5622012Assets 2013: $74,491Net Assets 2013: $74,4912013Assets 2014: $69,868Net Assets 2014: $69,8682014Assets 2015: $130,370Net Assets 2015: $130,3702015Assets 2016: $162,303Net Assets 2016: $162,3032016Assets 2017: $147,073Liabilities 2017: $0Net Assets 2017: $147,0732017Assets 2018: $127,511Liabilities 2018: $0Net Assets 2018: $127,5112018Assets 2019: $139,225Liabilities 2019: $0Net Assets 2019: $139,2252019Assets 2020: $140,569Liabilities 2020: $0Net Assets 2020: $140,5692020Assets 2021: $151,368Liabilities 2021: $0Net Assets 2021: $151,3682021Assets 2022: $154,630Liabilities 2022: $0Net Assets 2022: $154,6302022Assets 2023: $162,266Liabilities 2023: $0Net Assets 2023: $162,2662023Assets 2024: $154,922Liabilities 2024: $0Net Assets 2024: $154,9222024

Highlighted filing

2015

Assets$130,370
Liabilities-
Net Assets$130,370
Open 2015 Filing

Operations Trend

Revenue Growth98th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $115,952Expenses 2011: $41,060Net Income 2011: $74,8922011Revenue 2012: $37,066Expenses 2012: $117,553Net Income 2012: -$80,4872012Revenue 2013: $26,209Expenses 2013: $24,280Net Income 2013: $1,9292013Revenue 2014: $10,956Expenses 2014: $15,579Net Income 2014: -$4,6232014Revenue 2015: $65,015Expenses 2015: $4,513Net Income 2015: $60,5022015Revenue 2016: $56,053Expenses 2016: $24,120Net Income 2016: $31,9332016Revenue 2017: $60,551Expenses 2017: $75,781Net Income 2017: -$15,2302017Revenue 2018: $42,341Expenses 2018: $61,903Net Income 2018: -$19,5622018Revenue 2019: $65,263Expenses 2019: $53,549Net Income 2019: $11,7142019Revenue 2020: $51,237Expenses 2020: $49,893Net Income 2020: $1,3442020Revenue 2021: $78,041Expenses 2021: $67,242Net Income 2021: $10,7992021Revenue 2022: $65,561Expenses 2022: $62,299Net Income 2022: $3,2622022Revenue 2023: $74,470Expenses 2023: $66,834Net Income 2023: $7,6362023Revenue 2024: $235,232Expenses 2024: $80,310Net Income 2024: $154,9222024

Highlighted filing

2015

Revenue$65,015
Expenses$4,513
Net Income$60,502
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Feb 16, 2016
Return Version
2014v6.0
Gross Receipts
$65,015
Mission and Program Overview

Mission

To support california montessori charter schools in providing educational services to students.

Program Services

DescriptionGrantsExpenses
EXPENDITURES TO DIRECTLY SUPPORT THE CALIFORNIA MONTESSORI PROJECT CHARTER SCHOOLS.-$4,513
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GARY BOWMANPresident-$0--
MICKEY SLAMKOWSKIVice Preside-$0--
ROB HENDERSONChairperson-$0--
JULIE MILLERMember-$0--
BERNIE EVANGELISTAMember-$0--
KIM ALDRIDGEMember-$0--
KATHLEEN MERZMember-$0--
KIM ZAWILSKIMember-$0--
DOROTHY HILTSMember-$0--
Filing and Contact Details

Filer

Filer Name
Montessori Project Foundation
EIN
73-1642472
Phone
9169712432
Address
5330-A GIBBONS DR 700, CARMICHAEL, CA 95608

Signing Officer

Name
Gary Bowman
Title
President
Phone
9169712432
Signed
2016-02-16
Discuss with paid preparer
Yes

Preparer

Firm
Vicenti Lloyd & Stutzman
Address
2210 E ROUTE 66 STE 100, GLENDORA, CA 91740-4676
Preparer
Derrick Debruyne CPA
Phone
6268577300
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses office expense 3 travel expense 1,003 program expense 861 all other materials 127 donations 1,566 fees 25 improvements to sites 925 uncatergorized expenses 3 total 4,513”

Form 990-ez, Part III

“To support california montessori charter schools in providing educational services to students.”

Raw XML Appendix152 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/PersonNm0KOSHA CORRIGAN
IRS990EZ/BooksInCareOfDetail/PhoneNum09169712432
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05330-A GIBBONS DRIVE STE 700
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CARMICHAEL
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095608
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt069868
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0130370
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt065015
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt060502
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt069868
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0130370
IRS990EZ/GrossReceiptsAmt065015
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt069868
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0130370
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt069868
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0130370
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0GARY BOWMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MICKEY SLAMKOWSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ROB HENDERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JULIE MILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4BERNIE EVANGELISTA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KIM ALDRIDGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6KATHLEEN MERZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7KIM ZAWILSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8DOROTHY HILTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CHAIRPERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt04513
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT CALIFORNIA MONTESSORI CHARTER SCHOOLS IN PROVIDING EDUCATIONAL SERVICES TO STUDENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EXPENDITURES TO DIRECTLY SUPPORT THE CALIFORNIA MONTESSORI PROJECT CHARTER SCHOOLS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt04513
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt04513
IRS990EZ/TotalProgramServiceExpensesAmt04513
IRS990EZ/TotalRevenueAmt065015
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0680472923
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0CALIFORNIA MONTESSORI PROJECT
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE EXPENSE 3 TRAVEL EXPENSE 1,003 PROGRAM EXPENSE 861 ALL OTHER MATERIALS 127 DONATIONS 1,566 FEES 25 IMPROVEMENTS TO SITES 925 UNCATERGORIZED EXPENSES 3 TOTAL 4,513
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO SUPPORT CALIFORNIA MONTESSORI CHARTER SCHOOLS IN PROVIDING EDUCATIONAL SERVICES TO STUDENTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GARY BOWMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09169712432
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-02-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONTESSORI PROJECT FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0731642472
ReturnHeader/Filer/PhoneNum09169712432
ReturnHeader/Filer/USAddress/AddressLine1Txt05330-A GIBBONS DR 700
ReturnHeader/Filer/USAddress/CityNm0CARMICHAEL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095608
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0952242818
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0VICENTI LLOYD & STUTZMAN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02210 E ROUTE 66 STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GLENDORA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0917404676
ReturnHeader/PreparerPersonGrp/PhoneNum06268577300
ReturnHeader/PreparerPersonGrp/PreparationDt02016-02-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DERRICK DEBRUYNE CPA
ReturnHeader/ReturnTs02016-02-23T21:02:27-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$130,370
Liabilities
-
Net assets
$130,370
Revenue
$65,015
Expenses
$4,513
Net income
$60,502
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$2.35$0.80$1.55
2023Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.74$0.67$0.08
2022Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.66$0.62$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.78$0.67$0.11
2020Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.51$0.50$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.65$0.54$0.12
2018Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.42$0.62$0.20
2017Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.61$0.76$0.15
2016Detailed filing. Detailed filing data is available for this year.$1.62$1.62$0.56$0.24$0.32
2015Detailed filing. Detailed filing data is available for this year.$1.30$1.30$0.65$0.05$0.61
2014Detailed filing. Detailed filing data is available for this year.$0.70$0.70$0.11$0.16$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.74$0.74$0.26$0.24$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.73$0.00$0.73$0.37$1.18$0.80
2011Summary only. Only limited summary data is available for this year.$1.53$0.00$1.16$0.41$0.75