Civic Intelligence

Casa DI Mir Montessori Elementary School

990 • Fiscal year 2022 • EIN 77-0280511

Sep 01, 2021 to Aug 31, 2022 • Filed on Sep 26, 2023

Organization ProfileWWW.CASADIMIR.ORG

View Organization Page

90 E Latimer AvenueCampbell, 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

0.67x

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

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

82nd percentile

0.91x

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

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Net Margin

55th percentile

9.0%

Higher net margin than 55% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

51st percentile

$124,830

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 3.2% of source-year revenue.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Asset Growth

91st percentile

57%

Faster asset growth than 91% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

70th percentile

21%

Faster revenue growth than 70% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets86th percentile

Assets

Up

$5,320,168

Up $1,929,089 (+57%) from 2021

Net Assets

Up

$1,775,222

Up $328,604 (+23%) from 2021

Liabilities

Up

$3,544,946

Up $1,600,485 (+82%) from 2021

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin55th percentile

Revenue

Up

$3,890,472

Up $668,930 (+21%) from 2021

Expenses

Up

$3,538,501

Up $394,930 (+13%) from 2021

Net Income

Up

$351,971

Up $274,000 (+351%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth91st 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

2022

Assets$5,320,168
Liabilities$3,544,946
Net Assets$1,775,222
Open 2022 Filing

Operations Trend

Revenue Growth70th 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

2022

Revenue$3,890,472
Expenses$3,538,501
Net Income$351,971
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2021 to Aug 31, 2022
Signed
Sep 26, 2023
Return Version
2021v4.2
Gross Receipts
$3,899,370
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.

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$5,347$1,816,778▲ $1,811,431
Savings and Temporary Cash Investments$974,089$1,386,260▲ $412,171
Investments in Publicly Traded Securities$1,025,515$1,029,834▲ $4,319
Cash and Non-Interest-Bearing Accounts$1,184,500$850,045▼ $334,455
Land, Buildings, and Equipment, Net$156,407$194,835▲ $38,428
Prepaid Expenses and Deferred Charges$17,924$15,119▼ $2,805
Total Assets$3,391,079$5,320,168▲ $1,929,089
Other Assets Total$27,297$27,297→ $0
Liabilities
Deferred Revenue$1,470,911$3,396,225▲ $1,925,314
Unsecured Notes Loans Payable$410,713--
Accounts Payable and Accrued Expenses$62,837$148,721▲ $85,884
Total Liabilities$1,944,461$3,544,946▲ $1,600,485
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,446,618$1,747,908▲ $301,290
Net Assets With Donor Restrictions-$27,314-
Total Net Assets Fund Balance$1,446,618$1,775,222▲ $328,604
Total Liabilities and Net Assets / Fund Balance$3,391,079$5,320,168▲ $1,929,089

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$44,506$518,117$562,623
Buildings$86,881$104,834$191,715
Equipment$49,233$110,574$159,807
Other Land Buildings$14,215$65,335$79,550
Compensation and Service Providers
Top Officer Pay51st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Tyler BourcierHead of SchoolFT$118,632$6,198$124,830
Wanda WhiteheadEmployeeFT$100,478$12,500$112,978

Board Members and Trustees

NameTitle
Sophie RissPresident
Louis TieuVice President
Ann FernaldDirector
Catherine AmbrozewiczDirector
Seitaro NagaoDirector
Vahideh Ben GhoziDirector
Archana PurushothamDirector/treasurer (2/22-8/22)
Jane MulcasterSecretary
Geetha RamakrishnanTreasurer (9/21-2/22)
Revenue and Support

Revenue Composition

Contributions and Grants
$623,102
Program Service Revenue
$3,248,546
Investment Income
$24,198
Other Revenue
$-5,374
All Other Contributions
$205,226
Change in Net Assets
$351,971
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,505,757
Other Expenses$944,649
Grants and Similar Amounts Paid$88,095
Total Fundraising Expense$48,249
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,322,939$567,868$29,622$1,920,429
Occupancy$635,676$33,596-$669,272
Current Officers, Directors, Trustees, and Key Employees$13,042$209,065$6,280$228,387
Payroll Taxes$103,051$59,929$2,770$165,750
Other Employee Benefits$96,984$56,401$2,607$155,992
Grants to Domestic Individuals$88,095--$88,095
Pension Plan Contributions$21,884$12,727$588$35,199
Advertising$29,048$1,614$1,613$32,275
Depreciation Depletion$29,384$1,546-$30,930
Information Technology$5,035$15,105-$20,140
Insurance$15,812$2,789-$18,601
Fees for Services Legal-$17,575-$17,575
Other Expenses$8,241$7,514$3,173$15,755
Fees for Services Accounting-$14,612-$14,612
Office Expenses$6,536$432$1,596$8,564
Conferences and Meetings-$5,890-$5,890
Fees for Service Investment Mgmnt Fees-$1,727-$1,727
Total Functional Expenses$2,480,958$1,009,294$48,249$3,538,501
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$5,374
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 AVENUE, CAMPBELL, CA 95008

Signing Officer

Name
Tyler Bourcier
Title
Head of School
Phone
4083703073
Signed
2023-09-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tyler Bourcier
Formed
1991
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
48
Volunteers
0

Preparer

Firm
Boman Accounting Group Inc
Address
20 UNION AVENUE, CAMPBELL, CA 95008
Preparer
Lynda R Boman CPA
Phone
4088662004
Raw XML AppendixShowing 400 of 472 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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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 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
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IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt9HEAD OF SCHOOL
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01446618
IRS990/NetAssetsOrFundBalancesEOYAmt01775222
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt023636
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-3524
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt020112
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-5374
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-5374
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-23367
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01446618
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01747908
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt033596
IRS990/OccupancyGrp/ProgramServicesAmt0635676
IRS990/OccupancyGrp/TotalAmt0669272
IRS990/OfficeExpensesGrp/FundraisingAmt01596
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0432
IRS990/OfficeExpensesGrp/ProgramServicesAmt06536
IRS990/OfficeExpensesGrp/TotalAmt08564
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt027297
IRS990/OtherAssetsTotalGrp/EOYAmt027297
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt02607
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt056401
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt096984
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0155992
IRS990/OtherExpensesGrp/Desc0EDUCATIONAL SUPPLIES
IRS990/OtherExpensesGrp/Desc1EDUCATIONAL EXPENSES
IRS990/OtherExpensesGrp/Desc2ADMINISTRATIVE
IRS990/OtherExpensesGrp/Desc3FEES
IRS990/OtherExpensesGrp/FundraisingAmt03173
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0904
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt17514
IRS990/OtherExpensesGrp/ProgramServicesAmt049183
IRS990/OtherExpensesGrp/ProgramServicesAmt138877
IRS990/OtherExpensesGrp/ProgramServicesAmt217171
IRS990/OtherExpensesGrp/ProgramServicesAmt38241
IRS990/OtherExpensesGrp/TotalAmt049183
IRS990/OtherExpensesGrp/TotalAmt138877
IRS990/OtherExpensesGrp/TotalAmt221248
IRS990/OtherExpensesGrp/TotalAmt315755
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt029622
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0567868
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01322939
IRS990/OtherSalariesAndWagesGrp/TotalAmt01920429
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt02770
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt059929
IRS990/PayrollTaxesGrp/ProgramServicesAmt0103051
IRS990/PayrollTaxesGrp/TotalAmt0165750
IRS990/PensionPlanContributionsGrp/FundraisingAmt0588
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt012727
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt021884
IRS990/PensionPlanContributionsGrp/TotalAmt035199
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt017924
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt015119
IRS990/PrincipalOfficerNm0TYLER BOURCIER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611110
IRS990/ProgramServiceRevenueGrp/Desc0TUITION AND FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03248546
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03248546
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0528693
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt062481
IRS990/PYInvestmentIncomeAmt05166
IRS990/PYOtherExpensesAmt0857706
IRS990/PYOtherRevenueAmt0-216
IRS990/PYProgramServiceRevenueAmt02687899
IRS990/PYRevenuesLessExpensesAmt077971
IRS990/PYSalariesCompEmpBnftPaidAmt02223384
IRS990/PYTotalExpensesAmt03143571
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03221542
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0351971
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt03245022
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0974089
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01386260
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/BookValueAmt086881
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0104834
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0191715
IRS990ScheduleD/EquipmentGrp/BookValueAmt049233
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0110574
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0159807
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt044506
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0518117
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0562623
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt014215
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt065335
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt079550
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0194835
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 $410,712THAT WAS FORGIVEN DURING THE 2021-2022 FISCAL YEAR AND TREATED AS A GOVERNMENT GRANT ON FORM 990, PART VIII, STATEMENT OF REVENUE. LINE 6 - EXPLANATION OF GOVERNMENT FINANCIAL AID: THE SCHOOL RECEIVED $5,000 FROM THE CALIFORNIA DEPARTMENT OF SOCIAL SERVICES DURING THE 2021-2022 FISCAL YEAR.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, PART I, LINE 6
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0TUITION ASSISTANCE
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceAmt088095
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc0FINANCIAL ASSISTANCE PROVIDED TO STUDENTS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt05
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/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
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt03391079
IRS990/TotalAssetsEOYAmt05320168
IRS990/TotalAssetsGrp/BOYAmt03391079
IRS990/TotalAssetsGrp/EOYAmt05320168

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$5,320,168
Liabilities
$3,544,946
Net assets
$1,775,222
Revenue
$3,890,472
Expenses
$3,538,501
Net income
$351,971
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
2022Detailed filing. Detailed filing data is available for this year.$5.32$3.54$1.78$3.89$3.54$0.35
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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