Civic Intelligence

Casa DI Mir Montessori Elementary School

990 • Fiscal year 2021 • EIN 77-0280511

Sep 01, 2020 to Aug 31, 2021 • Filed on Apr 30, 2022

Organization ProfileWWW.CASADIMIR.ORG

View Organization Page

90 E Latimer AveCampbell, CA 95008

(408) 370-3073

Siviq Scores

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

Liabilities / Assets

86th percentile

0.57x

Higher debt load relative to assets than 86% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

82nd percentile

0.60x

Higher debt load relative to revenue than 82% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

31st percentile

2.4%

Higher net margin than 31% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

78th percentile

$124,008

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 3.8% of source-year revenue.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

53rd percentile

11%

Faster asset growth than 53% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

33rd percentile

0.4%

Faster revenue growth than 33% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets86th percentile

Assets

Up

$3,391,079

Up $329,323 (+11%) from 2020

Net Assets

Up

$1,446,618

Up $101,706 (+7.6%) from 2020

Liabilities

Up

$1,944,461

Up $227,617 (+13%) from 2020

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin31st percentile

Revenue

Up

$3,221,542

Up $14,404 (+0.4%) from 2020

Expenses

Up

$3,143,571

Up $116,755 (+3.9%) from 2020

Net Income

Down

$77,971

Down $102,351 (-57%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $1,152,773Liabilities 2010: $619,256Net Assets 2010: $533,5172010Assets 2011: $1,241,329Liabilities 2011: $653,794Net Assets 2011: $587,5352011Assets 2012: $1,394,375Liabilities 2012: $817,139Net Assets 2012: $577,2362012Assets 2013: $1,635,064Liabilities 2013: $982,775Net Assets 2013: $652,2892013Assets 2014: $1,817,452Liabilities 2014: $1,128,411Net Assets 2014: $689,0412014Assets 2015: $2,086,722Liabilities 2015: $1,327,988Net Assets 2015: $758,7342015Assets 2016: $2,109,299Liabilities 2016: $1,285,366Net Assets 2016: $823,9332016Assets 2017: $2,252,207Liabilities 2017: $1,325,477Net Assets 2017: $926,7302017Assets 2018: $2,526,509Liabilities 2018: $1,432,624Net Assets 2018: $1,093,8852018Assets 2019: $2,769,934Liabilities 2019: $1,605,344Net Assets 2019: $1,164,5902019Assets 2020: $3,061,756Liabilities 2020: $1,716,844Net Assets 2020: $1,344,9122020Assets 2021: $3,391,079Liabilities 2021: $1,944,461Net Assets 2021: $1,446,6182021Assets 2022: $5,320,168Liabilities 2022: $3,544,946Net Assets 2022: $1,775,2222022Assets 2023: $3,863,231Liabilities 2023: $1,690,079Net Assets 2023: $2,173,1522023Assets 2024: $3,988,642Liabilities 2024: $1,780,759Net Assets 2024: $2,207,8832024

Highlighted filing

2021

Assets$3,391,079
Liabilities$1,944,461
Net Assets$1,446,618
Open 2021 Filing

Operations Trend

Revenue Growth33rd percentile

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

$6.0M$4.0M$2.0M$0Expenses 2010: $1,330,1492010Expenses 2011: $1,336,9042011Expenses 2012: $1,513,9322012Expenses 2013: $1,737,4382013Revenue 2014: $1,998,158Expenses 2014: $1,961,406Net Income 2014: $36,7522014Revenue 2015: $2,261,427Expenses 2015: $2,191,734Net Income 2015: $69,6932015Revenue 2016: $2,509,169Expenses 2016: $2,443,970Net Income 2016: $65,1992016Revenue 2017: $2,587,424Expenses 2017: $2,484,627Net Income 2017: $102,7972017Revenue 2018: $2,802,915Expenses 2018: $2,635,756Net Income 2018: $167,1592018Revenue 2019: $3,115,098Expenses 2019: $3,044,393Net Income 2019: $70,7052019Revenue 2020: $3,207,138Expenses 2020: $3,026,816Net Income 2020: $180,3222020Revenue 2021: $3,221,542Expenses 2021: $3,143,571Net Income 2021: $77,9712021Revenue 2022: $3,890,472Expenses 2022: $3,538,501Net Income 2022: $351,9712022Revenue 2023: $4,390,318Expenses 2023: $3,988,014Net Income 2023: $402,3042023Revenue 2024: $3,829,010Expenses 2024: $3,803,460Net Income 2024: $25,5502024

Highlighted filing

2021

Revenue$3,221,542
Expenses$3,143,571
Net Income$77,971
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2020 to Aug 31, 2021
Signed
Apr 30, 2022
Return Version
2020v4.2
Gross Receipts
$3,221,778
Mission and Program Overview

Mission

To provide an authentic montessori education in a nurturing school community. With a strong emphasis on academics, creativity and peace education, we provide a learning experience that promotes confidence, individual responsibility and a strong sense of global citizenship.

To provide an authentic montessori education in a nurturing school community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,143,077$1,184,500▲ $41,423
Investments in Publicly Traded Securities-$1,025,515-
Savings and Temporary Cash Investments$1,672,532$974,089▼ $698,443
Land, Buildings, and Equipment, Net$193,330$156,407▼ $36,923
Prepaid Expenses and Deferred Charges-$17,924-
Accounts Receivable-$5,347-
Total Assets$3,061,756$3,391,079▲ $329,323
Other Assets Total$52,817$27,297▼ $25,520
Liabilities
Deferred Revenue$1,304,882$1,470,911▲ $166,029
Unsecured Notes Loans Payable$385,000$410,713▲ $25,713
Accounts Payable and Accrued Expenses$26,962$62,837▲ $35,875
Total Liabilities$1,716,844$1,944,461▲ $227,617
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,344,912$1,446,618▲ $101,706
Total Net Assets Fund Balance$1,344,912$1,446,618▲ $101,706
Total Liabilities and Net Assets / Fund Balance$3,061,756$3,391,079▲ $329,323

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$46,003$516,620$562,623
Equipment$60,024$94,374$154,398
Buildings$36,689$97,626$134,315
Other Land Buildings$13,691$60,247$73,938
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Tyler BourcierHead of SchoolFT$115,029$8,979$124,008

Board Members and Trustees

NameTitle
Sophie RissPresident
Louis TieuVice President
Archana PurushothamDirector
Belinda StowDirector
Catherine AmbrozewiczDirector
Iftikhar AliDirector
Seitaro NagaoDirector
Vahideh Ben GhoziDirector
Jane MulcasterSecretary
Geetha RamakrishnanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$528,693
Program Service Revenue
$2,687,899
Investment Income
$5,166
Other Revenue
$-216
All Other Contributions
$141,948
Change in Net Assets
$77,971
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,223,384
Other Expenses$857,706
Grants and Similar Amounts Paid$62,481
Total Fundraising Expense$24,499
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,475,296$294,927$12,826$1,783,049
Occupancy$566,424$30,345-$596,769
Other Employee Benefits$139,007$34,704$1,717$175,428
Payroll Taxes$118,693$29,633$1,466$149,792
Current Officers, Directors, Trustees, and Key Employees$28,779$80,580$5,756$115,115
Grants to Domestic Individuals$62,481--$62,481
Depreciation Depletion$36,195$1,905-$38,100
Advertising$20,451$1,136$1,136$22,723
Insurance$13,279$3,219-$16,498
Fees for Services Accounting-$13,769-$13,769
Office Expenses$6,049$448$1,256$7,753
Other Expenses$5,719$301$342$6,362
Total Functional Expenses$2,586,777$532,295$24,499$3,143,571
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$216
Fundraising Gross Income$0
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
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
No
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, Part VI, Section B, Line 11B

“A completed copy of the 990 was provided to the full board prior to filing.”

Form 990, Part VI, Section B, Line 12C

“Responses received from annual statement regarding conflict of interest are reviewed for any conflicts”

Form 990, Part VI, Section B, Line 15A

“The head of school committee is charged with setting the annual compensation for the head of school at casa di mir. The following process is followed: 1 - the committee gathers information on head of school salaries for comparable schools and local schools utilizing guidestar. 2 - the committee is provided with salary comparison data through the california independent school business officers association. 3 - the committee reviews head of school salary information from the american montessori society and american montessori international. 4 - the committee makes a recommendation to the board and the board votes to approve or not approve the annual compensation.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Casa Di Mir Montessori Elementary School
EIN
77-0280511
Phone
4083703073
Address
90 E LATIMER AVE, CAMPBELL, CA 95008

Signing Officer

Name
Tyler Bourcier
Title
Head of School
Phone
4083703073
Signed
2022-04-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tyler Bourcier
Formed
1991
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
10
Employees
48
Volunteers
50

Preparer

Firm
Boman Accounting Group Inc
Address
20 UNION AVENUE, CAMPBELL, CA 95008
Preparer
Lynda R Boman CPA
Phone
4088662004
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Loss on disposition of fixed asset -718.”

Raw XML AppendixShowing 400 of 456 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
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IRS990/Desc0SINCE 1989, CASA DI MIR HAS PROVIDED AUTHENTIC MONTESSORI EDUCATION TO STUDENTS ATTENDING PRESCHOOL THROUGH MIDDLE SCHOOL. CASA DI MIR OPERATES IN ACCORDANCE WITH THE PRINCIPLES SET FORTH BY THE AMERICAN MONTESSORI SOCIETY, OF WHICH IS IT A FULL AFFILIATE MEMBER. THE SCHOOL PROVIDES RICH EXPERIENCES THAT SUPPORT THE DEVELOPMENT OF ESSENTIAL LIFE SKILLS AND EMPOWER STUDENTS TO BE ENGAGED CITIZENS. WE ENCOURAGE INDEPENDENCE, SUPPORT COLLABORATION, NURTURE LEADERSHIP, AND PROVIDE TOOLS FOR SOCIAL/EMOTIONAL COMPETENCE.
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10HEAD OF SCHOOL
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IRS990/MissionDesc0TO PROVIDE AN AUTHENTIC MONTESSORI EDUCATION IN A NURTURING SCHOOL COMMUNITY. WITH A STRONG EMPHASIS ON ACADEMICS, CREATIVITY AND PEACE EDUCATION, WE PROVIDE A LEARNING EXPERIENCE THAT PROMOTES CONFIDENCE, INDIVIDUAL RESPONSIBILITY AND A STRONG SENSE OF GLOBAL CITIZENSHIP.
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IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt030345
IRS990/OccupancyGrp/ProgramServicesAmt0566424
IRS990/OccupancyGrp/TotalAmt0596769
IRS990/OfficeExpensesGrp/FundraisingAmt01256
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0448
IRS990/OfficeExpensesGrp/ProgramServicesAmt06049
IRS990/OfficeExpensesGrp/TotalAmt07753
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt052817
IRS990/OtherAssetsTotalGrp/EOYAmt027297
IRS990/OtherChangesInNetAssetsAmt0-718
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt01717
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt034704
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0139007
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0175428
IRS990/OtherExpensesGrp/Desc0EDUCATIONAL EXPENSES AN
IRS990/OtherExpensesGrp/Desc1FEES
IRS990/OtherExpensesGrp/Desc2NEW SITE DEVELOPMENT EX
IRS990/OtherExpensesGrp/Desc3ADMINISTRATIVE
IRS990/OtherExpensesGrp/FundraisingAmt0342
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt040052
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11276
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2301
IRS990/OtherExpensesGrp/ProgramServicesAmt078657
IRS990/OtherExpensesGrp/ProgramServicesAmt111503
IRS990/OtherExpensesGrp/ProgramServicesAmt224244
IRS990/OtherExpensesGrp/ProgramServicesAmt35719
IRS990/OtherExpensesGrp/TotalAmt078657
IRS990/OtherExpensesGrp/TotalAmt151555
IRS990/OtherExpensesGrp/TotalAmt225520
IRS990/OtherExpensesGrp/TotalAmt36362
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt012826
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0294927
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01475296
IRS990/OtherSalariesAndWagesGrp/TotalAmt01783049
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt01466
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt029633
IRS990/PayrollTaxesGrp/ProgramServicesAmt0118693
IRS990/PayrollTaxesGrp/TotalAmt0149792
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt017924
IRS990/PrincipalOfficerNm0TYLER BOURCIER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611110
IRS990/ProgramServiceRevenueGrp/Desc0TUITION AND FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02687899
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02687899
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0142842
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt038209
IRS990/PYInvestmentIncomeAmt02390
IRS990/PYOtherExpensesAmt0782007
IRS990/PYOtherRevenueAmt02165
IRS990/PYProgramServiceRevenueAmt03059741
IRS990/PYRevenuesLessExpensesAmt0180322
IRS990/PYSalariesCompEmpBnftPaidAmt02206600
IRS990/PYTotalExpensesAmt03026816
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03207138
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt077971
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt02687899
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01672532
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0974089
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt036689
IRS990ScheduleD/BuildingsGrp/DepreciationAmt097626
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0134315
IRS990ScheduleD/EquipmentGrp/BookValueAmt060024
IRS990ScheduleD/EquipmentGrp/DepreciationAmt094374
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0154398
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt046003
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0516620
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0562623
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt013691
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt060247
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt073938
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0156407
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd01
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0STATEMENT OF NON DISCRIMINATION IS INCLUDED IN MATERIALS USED TO ATTRACT STUDENTS TO THE SCHOOL, INCLUDING BROCHURES AND WEBSITE.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1THE SCHOOL RECEIVED PAYCHECK PROTECTION PROGRAM (PPP) FUNDS OF $385,000 THAT WAS FORGIVEN DURING THE 2020-2021 FISCAL YEAR AND TREATED AS A GOVERNMENT GRANT ON FORM 990, PART VIII, STATEMENT OF REVENUE.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, PART I, LINE 6
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0TUITION ASSISTANCE
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceAmt062481
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc0FINANCIAL ASSISTANCE PROVIDED TO STUDENTS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt08
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0BOOK VALUE
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0TUITION ASSISTANCE IS PROVIDED TO FAMILIES WITH DEMONSTRATED NEED. THE SCHOOL UTILIZES THE SERVICES OF "FACTS" GRANT AND AID ASSESSMENT IN ANALYZING AND ASSESSING FAMILY NEED.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COMPLETED COPY OF THE 990 WAS PROVIDED TO THE FULL BOARD PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1RESPONSES RECEIVED FROM ANNUAL STATEMENT REGARDING CONFLICT OF INTEREST ARE REVIEWED FOR ANY CONFLICTS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE HEAD OF SCHOOL COMMITTEE IS CHARGED WITH SETTING THE ANNUAL COMPENSATION FOR THE HEAD OF SCHOOL AT CASA DI MIR. THE FOLLOWING PROCESS IS FOLLOWED: 1 - THE COMMITTEE GATHERS INFORMATION ON HEAD OF SCHOOL SALARIES FOR COMPARABLE SCHOOLS AND LOCAL SCHOOLS UTILIZING GUIDESTAR. 2 - THE COMMITTEE IS PROVIDED WITH SALARY COMPARISON DATA THROUGH THE CALIFORNIA INDEPENDENT SCHOOL BUSINESS OFFICERS ASSOCIATION. 3 - THE COMMITTEE REVIEWS HEAD OF SCHOOL SALARY INFORMATION FROM THE AMERICAN MONTESSORI SOCIETY AND AMERICAN MONTESSORI INTERNATIONAL. 4 - THE COMMITTEE MAKES A RECOMMENDATION TO THE BOARD AND THE BOARD VOTES TO APPROVE OR NOT APPROVE THE ANNUAL COMPENSATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4LOSS ON DISPOSITION OF FIXED ASSET -718.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9:
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt03061756
IRS990/TotalAssetsEOYAmt03391079
IRS990/TotalAssetsGrp/BOYAmt03061756
IRS990/TotalAssetsGrp/EOYAmt03391079
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0528693
IRS990/TotalEmployeeCnt048
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt024499
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0532295
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02586777
IRS990/TotalFunctionalExpensesGrp/TotalAmt03143571
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01716844
IRS990/TotalLiabilitiesEOYAmt01944461
IRS990/TotalLiabilitiesGrp/BOYAmt01716844
IRS990/TotalLiabilitiesGrp/EOYAmt01944461
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01344912
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01446618
IRS990/TotalOtherCompensationAmt08979
IRS990/TotalProgramServiceExpensesAmt02586777
IRS990/TotalProgramServiceRevenueAmt02687899

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,391,079
Liabilities
$1,944,461
Net assets
$1,446,618
Revenue
$3,221,542
Expenses
$3,143,571
Net income
$77,971
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.99$1.78$2.21$3.83$3.80$0.03
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.86$1.69$2.17$4.39$3.99$0.40
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.32$3.54$1.78$3.89$3.54$0.35
2021Detailed filing. Detailed filing data is available for this year.$3.39$1.94$1.45$3.22$3.14$0.08
2020Detailed filing. Detailed filing data is available for this year.$3.06$1.72$1.34$3.21$3.03$0.18
2019Detailed filing. Detailed filing data is available for this year.$2.77$1.61$1.16$3.12$3.04$0.07
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.53$1.43$1.09$2.80$2.64$0.17
2017Detailed filing. Detailed filing data is available for this year.$2.25$1.33$0.93$2.59$2.48$0.10
2016Detailed filing. Detailed filing data is available for this year.$2.11$1.29$0.82$2.51$2.44$0.07
2015Detailed filing. Detailed filing data is available for this year.$2.09$1.33$0.76$2.26$2.19$0.07
2014Detailed filing. Detailed filing data is available for this year.$1.82$1.13$0.69$2.00$1.96$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.64$0.98$0.65$1.74
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.39$0.82$0.58$1.51
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.24$0.65$0.59$1.34
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.15$0.62$0.53$1.33