Civic Intelligence

Montessori Project Foundation

990EZ • Fiscal year 2023 • EIN 73-1642472

Jul 01, 2022 to Jun 30, 2023 • Filed on Apr 12, 2024

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

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

62nd percentile

10%

Higher net margin than 62% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

57th percentile

4.9%

Faster asset growth than 57% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

60th percentile

14%

Faster revenue growth than 60% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$162,266

Up $7,636 (+4.9%) from 2022

Net Assets

Up

$162,266

Up $7,636 (+4.9%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$74,470

Up $8,909 (+14%) from 2022

Expenses

Up

$66,834

Up $4,535 (+7.3%) from 2022

Net Income

Up

$7,636

Up $4,374 (+134%) from 2022

Historical Trend

Balance Sheet Trend

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

2023

Assets$162,266
Liabilities$0
Net Assets$162,266

Operations Trend

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

2023

Revenue$74,470
Expenses$66,834
Net Income$7,636
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Apr 12, 2024
Return Version
2022v5.0
Gross Receipts
$74,470
Mission and Program Overview

Mission

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

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$1,000$65,238
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRETT BARLEYSuperintendent-$0--
KOSHA CORRIGANCFO-$0--
TRACEY WEINSTEINChairperson-$0--
NATALIE HANSONSecretary-$0--
CARRIE KLAGENBERGAssistant Secretary-$0--
BERNIE EVANGELISTADirector Of Program-$0--
JOANNE AHOLADirector Of Operations-$0--
KATHLEEN MERZPrincipal American River-$0--
SHANNON SCHMIDTPrincipal Capitol-$0--
MARIA OSTENDORFPrincipal Orangevale-$0--
SARA MEECEPrincipal Shingle Springs-$0--
REBECCA MARSOLAISPrincipal Elk Grove-$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
Brett Barley
Title
President
Phone
9169712432
Signed
2024-04-12
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
2210 EAST ROUTE 66, GLENDORA, CA 91740
Preparer
Derrick Debruyne
Phone
6268577300
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: 1. Grantee name: california montessori project. Grantee address: 5330-a gibbons dr. 700 carmicheal , ca 95608. Grantee relationship: supported entity. Amount given: 1,000.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: non-capital equipment under $500. Amount: 17,256. Description: tax fees. Amount: 50. Description: food. Amount: 1,323. Description: travel & conferences. Amount: 1,985. Description: sites / improvements to sites. Amount: 1,802. Description: instructional materials. Amount: 43,061. Total to form 990-ez, line 16: 65,477.

Raw XML Appendix214 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CHAIRPERSON
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4ASSISTANT SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR OF PROGRAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR OF OPERATIONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7PRINCIPAL AMERICAN RIVER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8PRINCIPAL CAPITOL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9PRINCIPAL ORANGEVALE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10PRINCIPAL SHINGLE SPRINGS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11PRINCIPAL ELK GROVE
IRS990EZ/OperateHospitalInd00
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IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt065477
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT CALIFORNIA MONTESSORI CHARTER SCHOOLS IN PROVIDING EDUCATIONAL SERVICES TO STUDENTS
IRS990EZ/PrintingPublicationsPostageAmt0357
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IRS990EZ/TotalRevenueAmt074470
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY CLASSIFICATION: 1. GRANTEE NAME: CALIFORNIA MONTESSORI PROJECT. GRANTEE ADDRESS: 5330-A GIBBONS DR. 700 CARMICHEAL , CA 95608. GRANTEE RELATIONSHIP: SUPPORTED ENTITY. AMOUNT GIVEN: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: NON-CAPITAL EQUIPMENT UNDER $500. AMOUNT: 17,256. DESCRIPTION: TAX FEES. AMOUNT: 50. DESCRIPTION: FOOD. AMOUNT: 1,323. DESCRIPTION: TRAVEL & CONFERENCES. AMOUNT: 1,985. DESCRIPTION: SITES / IMPROVEMENTS TO SITES. AMOUNT: 1,802. DESCRIPTION: INSTRUCTIONAL MATERIALS. AMOUNT: 43,061. TOTAL TO FORM 990-EZ, LINE 16: 65,477.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09169712432
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-12
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ReturnHeader/Filer/PhoneNum09169712432
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ReturnHeader/Filer/USAddress/CityNm0CARMICHAEL
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ReturnHeader/Filer/USAddress/ZIPCd095608
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02210 EAST ROUTE 66
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GLENDORA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091740
ReturnHeader/PreparerPersonGrp/PhoneNum06268577300
ReturnHeader/PreparerPersonGrp/PreparationDt02024-04-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DERRICK DEBRUYNE
ReturnHeader/ReturnTs02024-05-14T12:00:46-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BRETT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BARLEY
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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