Civic Intelligence

Alliance for Equity In

EIN 80-0301212 • 501(c)3 • Beaverton, OR

Profile

Our mission - equity, access, and choice. We increase access to high-quality, early childhood education for children and families impacted by economic and racial inequities by providing tuition-free montessori schools for preschool-age children.

PO Box 6569Beaverton, OR 97007

montessori-equity.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

62nd percentile

0.06x

Higher debt load relative to assets than 62% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

51st percentile

0.02x

Higher debt load relative to revenue than 51% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Net Margin

24th percentile

-9.4%

Higher net margin than 24% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

88th percentile

$106,096

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 13.1% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Asset Growth

12th percentile

-24%

Faster asset growth than 12% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

25th percentile

-11%

Faster revenue growth than 25% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Down

$246,514

Down $78,348 (-24%) from 2024

Liabilities

Down

$13,674

Down $2,064 (-13%) from 2024

Net Assets

Down

$232,840

Down $76,284 (-25%) from 2024

Operations
Liabilities / Revenue51st percentileNet Margin24th percentile

Revenue

Down

$809,689

Down $100,512 (-11%) from 2024

Expenses

Up

$885,973

Up $30,566 (+3.6%) from 2024

Net Income

Down

-$76,284

Down $131,078 (-239%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$300K$200K$100K$0-$100KAssets 2018: $2,488Liabilities 2018: $02018Assets 2019: $29,626Liabilities 2019: $02019Assets 2020: $86,681Liabilities 2020: $93,376Net Assets 2020: -$6,6952020Assets 2021: $94,513Liabilities 2021: $59,487Net Assets 2021: $35,0262021Assets 2022: $176,430Liabilities 2022: $25,713Net Assets 2022: $150,7172022Assets 2023: $271,299Liabilities 2023: $16,969Net Assets 2023: $254,3302023Assets 2024: $324,862Liabilities 2024: $15,738Net Assets 2024: $309,1242024Assets 2025: $246,514Liabilities 2025: $13,674Net Assets 2025: $232,8402025

Highlighted filing

2025

Assets$246,514
Liabilities$13,674
Net Assets$232,840
Open 2025 Filing

Operations Trend

Revenue Growth25th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KRevenue 2018: $0Expenses 2018: $0Net Income 2018: $02018Revenue 2019: $167,449Expenses 2019: $165,180Net Income 2019: $2,2692019Revenue 2020: $356,042Expenses 2020: $365,006Net Income 2020: -$8,9642020Revenue 2021: $521,518Expenses 2021: $479,797Net Income 2021: $41,7212021Revenue 2022: $695,689Expenses 2022: $579,998Net Income 2022: $115,6912022Revenue 2023: $797,638Expenses 2023: $694,025Net Income 2023: $103,6132023Revenue 2024: $910,201Expenses 2024: $855,407Net Income 2024: $54,7942024Revenue 2025: $809,689Expenses 2025: $885,973Net Income 2025: -$76,2842025

Highlighted filing

2025

Revenue$809,689
Expenses$885,973
Net Income-$76,284
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$246,514
Liabilities
$13,674
Net assets
$232,840
Revenue
$809,689
Expenses
$885,973
Net income
-$76,284
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.47$0.14$2.33$8.10$8.86$0.76
2024Detailed filing. Detailed filing data is available for this year.$3.25$0.16$3.09$9.10$8.55$0.55
2023Detailed filing. Detailed filing data is available for this year.$2.71$0.17$2.54$7.98$6.94$1.04
2022Detailed filing. Detailed filing data is available for this year.$1.76$0.26$1.51$6.96$5.80$1.16
2021Detailed filing. Detailed filing data is available for this year.$0.95$0.59$0.35$5.22$4.80$0.42
2020Detailed filing. Detailed filing data is available for this year.$0.87$0.93$0.07$3.56$3.65$0.09
2019Summary only. Only limited summary data is available for this year.$0.30$0.00$1.67$1.65$0.02
2018Summary only. Only limited summary data is available for this year.$0.02$0.00$0.00$0.00$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Jan 5, 2026
Return Version
2024v5.2
Gross Receipts
$809,689
Mission and Program Overview

Mission

Our mission - equity, access, and choice. We increase access to high-quality, early childhood education for children and families impacted by economic and racial inequities by providing tuition-free montessori schools for preschool-age children.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$168,727$135,223▼ $33,504
Savings and Temporary Cash Investments$100,130$75,237▼ $24,893
Pledges and Grants Receivable$50,368$34,605▼ $15,763
Prepaid Expenses and Deferred Charges$5,637$1,449▼ $4,188
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$324,862$246,514▼ $78,348
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$15,738$13,674▼ $2,064
Total Liabilities$15,738$13,674▼ $2,064
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$261,341$185,057▼ $76,284
Net Assets With Donor Restrictions$47,783$47,783→ $0
Total Net Assets Fund Balance$309,124$232,840▼ $76,284
Total Liabilities and Net Assets / Fund Balance$324,862$246,514▼ $78,348
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Liora BerryExecutive DirectorFT$94,223$11,873$106,096

Board Members and Trustees

NameTitle
Tom BullPresident
Dave AyerDirector
Deniz CongerDirector
Katie ReichSecretary
Jeff PerryTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$809,426
Program Service Revenue
$0
Investment Income
$106
Other Revenue
$157
All Other Contributions
$4,996
Change in Net Assets
$-76,284
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$800,130
Other Expenses$85,843
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$508,657$19,007-$527,664
Current Officers, Directors, Trustees, and Key Employees$106,618$3,906-$110,524
Other Employee Benefits$77,803$2,646-$80,449
Payroll Taxes$58,832$2,516-$61,348
Fees for Services Other$26,686$15,168-$41,854
Pension Plan Contributions$19,802$343-$20,145
Conferences and Meetings$10,669$2,238-$12,907
Office Expenses$6,557$1,039-$7,596
Insurance$6,222$126-$6,348
Other Expenses$1,576--$1,576
Advertising$1,274--$1,274
Total Functional Expenses$838,984$46,989$0$885,973
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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

“The governing body reviews the 990 before it is filed.”

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

“Board members sign a conflict of interest statement and acknowledge any potential conflict of interest during board meetings adn recuse themselves from votes where a conflict of interest may exist.”

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

“Aproval by board of directors.”

Form 990, Part VI, Section C, Line 19

“Governing documents and financial statements are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Alliance for Equity in
EIN
80-0301212
Phone
5038935598
Address
PO Box 6569, Beaverton, OR 97007

Signing Officer

Name
Liora Berry
Title
Executive Director
Signed
2026-01-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Liora Berry
Formed
2019
Legal Domicile
Or
Voting Board Members
5
Independent Board Members
5
Employees
22
Volunteers
13

Preparer

Firm
Kern & Thompson LLC
Address
1800 SW FIRST AVE STE 410, PORTLAND, OR 97201
Preparer
Cheryl L Morgan CPA
Phone
5032223338
Raw XML AppendixShowing 400 of 402 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt015738
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt013674
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0OUR MISSION - EQUITY, ACCESS, AND CHOICE. WE INCREASE ACCESS TO HIGH-QUALITY, EARLY CHILDHOOD EDUCATION FOR CHILDREN AND FAMILIES IMPACTED BY ECONOMIC AND RACIAL INEQUITIES BY PROVIDING TUITION-FREE MONTESSORI SCHOOLS FOR PRESCHOOL-AGE CHILDREN.
IRS990/AdvertisingGrp/ProgramServicesAmt01274
IRS990/AdvertisingGrp/TotalAmt01274
IRS990/AllOtherContributionsAmt04996
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0LIORA BERRY
IRS990/BooksInCareOfDetail/PhoneNum05038935598
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 6569
IRS990/BooksInCareOfDetail/USAddress/CityNm0BEAVERTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990/BooksInCareOfDetail/USAddress/ZIPCd097007
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0168727
IRS990/CashNonInterestBearingGrp/EOYAmt0135223
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt03906
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0106618
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0110524
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt02238
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt010669
IRS990/ConferencesMeetingsGrp/TotalAmt012907
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0809426
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0106
IRS990/CYOtherExpensesAmt085843
IRS990/CYOtherRevenueAmt0157
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-76284
IRS990/CYSalariesCompEmpBnftPaidAmt0800130
IRS990/CYTotalExpensesAmt0885973
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0809689
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0WE OPERATE A TWO CLASSROOM PRESCHOOL ONSITE AT ALDER ELEMENTARY SCHOOL IN THE REYNOLDS SCHOOL DISTRICT, SERVING CHILDREN AGES 3 AND 4 AT ENTRY, THE MAJORITY OF WHOM ARE DUAL LANGUAGE LEARNERS. WE PRIORITIZE CHILDREN ARE FROM THE ALDER ELEMENTARY CATCHMENT AREA. WE DO NOT CHARGE TUITION. CLASSROOMS OFFER SCHOOL DAY MONDAY - FRIDAY MONTESSORI EARLY CHILDHOOD EDUCATION, WITH TWO MEALS PER DAY AND SPECIALIZED TRANSPORTATION TO AND FROM SCHOOL FOR STUDENTS. THE PROGRAM EARNED A SPARK 4-STAR RATING. WE ARE IN THE PROCESS OF EXPANDING OPERATIONS TO ADD NEW CLASSROOMS AND NEW PRESCHOOLS IN THE FUTURE YEARS.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt047783
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt047783
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt022
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0838984
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt00
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt015168
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt026686
IRS990/FeesForServicesOtherGrp/TotalAmt041854
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt011873
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0LIORA BERRY
IRS990/Form990PartVIISectionAGrp/PersonNm1TOM BULL
IRS990/Form990PartVIISectionAGrp/PersonNm2KATIE REICH
IRS990/Form990PartVIISectionAGrp/PersonNm3JEFF PERRY
IRS990/Form990PartVIISectionAGrp/PersonNm4DENIZ CONGER
IRS990/Form990PartVIISectionAGrp/PersonNm5DAVE AYER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt094223
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0Executive Dir.
IRS990/Form990PartVIISectionAGrp/TitleTxt1President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02019
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GovernmentGrantsAmt0804430
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0809689
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt0126
IRS990/InsuranceGrp/ProgramServicesAmt06222
IRS990/InsuranceGrp/TotalAmt06348
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0106
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0106
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt010
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0OR
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0OUR MISSION - EQUITY, ACCESS, AND CHOICE. WE INCREASE ACCESS TO HIGH-QUALITY, EARLY CHILDHOOD EDUCATION FOR CHILDREN AND FAMILIES IMPACTED BY ECONOMIC AND RACIAL INEQUITIES BY PROVIDING TUITION-FREE MONTESSORI SCHOOLS FOR PRESCHOOL-AGE CHILDREN.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0309124
IRS990/NetAssetsOrFundBalancesEOYAmt0232840
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0261341
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0185057
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01039
IRS990/OfficeExpensesGrp/ProgramServicesAmt06557
IRS990/OfficeExpensesGrp/TotalAmt07596
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt02646
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt077803
IRS990/OtherEmployeeBenefitsGrp/TotalAmt080449
IRS990/OtherExpensesGrp/Desc0CLASSROOM SUPPLIES & MATERIALS
IRS990/OtherExpensesGrp/Desc1PARENT ENGAGEMENT
IRS990/OtherExpensesGrp/ProgramServicesAmt014288
IRS990/OtherExpensesGrp/ProgramServicesAmt11576
IRS990/OtherExpensesGrp/TotalAmt014288
IRS990/OtherExpensesGrp/TotalAmt11576
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0157
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0157
IRS990/OtherRevenueTotalAmt0157
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt019007
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0508657
IRS990/OtherSalariesAndWagesGrp/TotalAmt0527664
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02516
IRS990/PayrollTaxesGrp/ProgramServicesAmt058832
IRS990/PayrollTaxesGrp/TotalAmt061348
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0343
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt019802
IRS990/PensionPlanContributionsGrp/TotalAmt020145
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt050368
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt034605
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt05637
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01449
IRS990/PrincipalOfficerNm0LIORA BERRY
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0909580
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt029
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0139662
IRS990/PYOtherRevenueAmt0592
IRS990/PYRevenuesLessExpensesAmt054794
IRS990/PYSalariesCompEmpBnftPaidAmt0715745
IRS990/PYTotalExpensesAmt0855407
IRS990/PYTotalRevenueAmt0910201
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-76284
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0100130
IRS990/SavingsAndTempCashInvstGrp/EOYAmt075237
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0809426
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0909580
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0797401
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0689015
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0521089
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03726511
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0106
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt029
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt09
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt09
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0429
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0582
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt07651
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.92450
IRS990ScheduleA/PublicSupportPY170Pct00.86750
IRS990ScheduleA/PublicSupportTotal170Amt03445595
IRS990ScheduleA/SubstantialContributorsTotAmt0280916
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0809426
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0909580
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0797401
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0689015
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0521089
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03726511
IRS990ScheduleA/TotalSupportAmt03727093
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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/ScheduleBRequiredInd0true
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE GOVERNING BODY REVIEWS THE 990 BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD MEMBERS SIGN A CONFLICT OF INTEREST STATEMENT AND ACKNOWLEDGE ANY POTENTIAL CONFLICT OF INTEREST DURING BOARD MEETINGS ADN RECUSE THEMSELVES FROM VOTES WHERE A CONFLICT OF INTEREST MAY EXIST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2APROVAL BY BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE 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/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OR
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0324862
IRS990/TotalAssetsEOYAmt0246514
IRS990/TotalAssetsGrp/BOYAmt0324862
IRS990/TotalAssetsGrp/EOYAmt0246514
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0809426
IRS990/TotalEmployeeCnt022
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt046989
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0838984
IRS990/TotalFunctionalExpensesGrp/TotalAmt0885973
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt015738
IRS990/TotalLiabilitiesEOYAmt013674
IRS990/TotalLiabilitiesGrp/BOYAmt015738
IRS990/TotalLiabilitiesGrp/EOYAmt013674
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0309124
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0232840
IRS990/TotalOtherCompensationAmt011873
IRS990/TotalProgramServiceExpensesAmt0838984
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt094223
IRS990/TotalRevenueGrp/ExclusionAmt0106
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0157
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0809689
IRS990/TotalVolunteersCnt013
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0324862
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0246514
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO Box 6569
IRS990/USAddress/CityNm0Beaverton
IRS990/USAddress/StateAbbreviationCd0OR
IRS990/USAddress/ZIPCd097007
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0http://montessori-equity.org
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LIORA BERRY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Dir.
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-01-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Alliance for Equity in
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Montessori Education
ReturnHeader/Filer/BusinessNameControlTxt0ALLI
ReturnHeader/Filer/EIN0800301212
ReturnHeader/Filer/PhoneNum05038935598
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 6569
ReturnHeader/Filer/USAddress/CityNm0Beaverton
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097007
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0931157146
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KERN & THOMPSON LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01800 SW FIRST AVE STE 410
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PORTLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097201
ReturnHeader/PreparerPersonGrp/PhoneNum05032223338
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Cheryl L Morgan CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02026-01-06T09:20:15-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01

Document Assets

No mirrored PDF or thumbnail assets are attached yet.