Civic Intelligence

Alliance for Equity in Montessori Education

990 • Fiscal year 2020 • EIN 80-0301212

Jul 01, 2019 to Jun 30, 2020 • Filed on Jan 25, 2021

Organization Profilemontessori-equity.org

View Organization Page

PO Box 6569Beaverton, OR 97007

(503) 893-5598

Siviq Scores

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

Liabilities / Assets

95th percentile

1.08x

Higher debt load relative to assets than 95% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

85th percentile

0.26x

Higher debt load relative to revenue than 85% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

36th percentile

-2.5%

Higher net margin than 36% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

82nd percentile

$15,334

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 4.3% of source-year revenue.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

93rd percentile

193%

Faster asset growth than 93% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

94th percentile

113%

Faster revenue growth than 94% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets95th percentile

Assets

Up

$86,681

Up $57,055 (+193%) from 2019

Net Assets

-$6,695

No earlier filing loaded for comparison.

Liabilities

Up

$93,376

Up $93,376 from 2019

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin36th percentile

Revenue

Up

$356,042

Up $188,593 (+113%) from 2019

Expenses

Up

$365,006

Up $199,826 (+121%) from 2019

Net Income

Down

-$8,964

Down $11,233 (-495%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth93rd percentile

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

$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

2020

Assets$86,681
Liabilities$93,376
Net Assets-$6,695
Open 2020 Filing

Operations Trend

Revenue Growth94th percentile

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$356,042
Expenses$365,006
Net Income-$8,964
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Jan 25, 2021
Return Version
2019v5.0
Gross Receipts
$356,042
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.

Our mission is to bring high quality low cost/no cost montessori early childhood education to children and families.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$29,626$81,653▲ $52,027
Prepaid Expenses and Deferred Charges-$3,310-
Savings and Temporary Cash Investments-$1,061-
Accounts Receivable-$657-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$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$29,626$86,681▲ $57,055
Other Assets Total-$0-
Liabilities
Unsecured Notes Loans Payable-$48,897-
Accounts Payable and Accrued Expenses-$44,479-
Total Liabilities$0$93,376▲ $93,376
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$29,626$-6,695▼ $36,321
Total Net Assets Fund Balance$29,626$-6,695▼ $36,321
Total Liabilities and Net Assets / Fund Balance$29,626$86,681▲ $57,055
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Melissa HarbertEd/treasurerPT$15,334$15,334

Board Members and Trustees

NameTitle
Mark LangsethPresident
Katie ReichDirector
Oahn JordanDirector
Liora BerryExecutive Director
Dave AyerSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$356,041
Program Service Revenue
$0
Investment Income
$1
Other Revenue
$0
All Other Contributions
$187,455
Change in Net Assets
$-8,964
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$307,230
Other Expenses$57,776
Total Fundraising Expense$17,481
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$140,874$26,414$8,804$176,092
Payroll Taxes$71,773$13,457$4,486$89,716
Other Employee Benefits$20,870$3,914$1,304$26,088
Current Officers, Directors, Trustees, and Key Employees-$15,334-$15,334
Fees for Services Other$9,011$1,690$563$11,264
Office Expenses$6,228$1,168$389$7,785
Conferences and Meetings$5,125$961$320$6,406
Advertising$4,022$755$251$5,028
Insurance$3,466$650$217$4,333
Interest$3,368$632$210$4,210
Fees for Services Accounting$1,730$324$108$2,162
Occupancy$932$175$58$1,165
Other Expenses$370$70$23$463
Total Functional Expenses$279,737$67,788$17,481$365,006
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
Backup withholding compliance
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

“Melissa harbert has a family relationship with an employee.”

Form 990, Part VI, Line 11B: Form 990 Review Process

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

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“Aproval by board of directors.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“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
2021-01-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Liora Berry
Formed
2008
Legal Domicile
Or
Voting Board Members
5
Independent Board Members
4
Employees
11
Volunteers
4

Preparer

Firm
Kern & Thompson LLC
Address
1800 SW First Avenue Suite 410, Portland, OR 97201
Preparer
Cheryl L Morgan CPA
Phone
5032223338
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Decreases

“Unrecorded loan on prior year 990 = -$27357”

Raw XML AppendixShowing 400 of 408 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/Desc0WE OPERATE A TWO CLASSROOM PRESCHOOL ONSITE AT ALDER ELEMENTARY SCHOOL IN THE REYNOLDS SCHOOL DISTRICT, SERVING CHILDREN AGES 3,4 AND 5 AT ENTRY. ALL CHILDREN ARE FROM THE ALDER ELEMENTARY CATCHMENT AREA AND THEY TRANSITION FROM US TO THE UPPER GRADES. STUDENTS RECEIVE TWO YEARS OF PRESCHOOL AND ONE YEAR OF KINDERGARTEN. WE DO NOT CHARGE TUITION. CLASSROOMS OFFER FULL DAY MONDAY - FRIDAY MONTESSORI EARLY CHILDHOOD EDUCATION, WITH TWO MEALS PER DAY AND SPECIALIZED TRANSPORTATION TO AND FROM SCHOOL FOR STUDENTS. IN 2019-20, 40 CHILDREN RECEIVED INSTRUCTIONS, 82% OF WHOM WERE LEARNING ENGLISH. THE PROGRAM EARNED A SPARK 4-STAR RATING.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MELISSA HARBERT HAS A FAMILY RELATIONSHIP WITH AN EMPLOYEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE GOVERNING BODY REVIEWS THE 990 BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2APROVAL BY BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4UNRECORDED LOAN ON PRIOR YEAR 990 = -$27357
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Changes In Net Assets Or Fund Balances - Other Decreases
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IRS990/WebsiteAddressTxt0http://montessori-equity.org
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LIORA BERRY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Dir.
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-01-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Alliance for Equity in
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Montessori Education
ReturnHeader/Filer/BusinessNameControlTxt0ALLI
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ReturnHeader/Filer/PhoneNum05038935598
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0931157146
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Kern & Thompson LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01800 SW First Avenue Suite 410
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Portland
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097201

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$86,681
Liabilities
$93,376
Net assets
-$6,695
Revenue
$356,042
Expenses
$365,006
Net income
-$8,964
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