Civic Intelligence

Advantage Montessori School

EIN 81-3525697 • 501(c)3 • South Colby, WA

Profile

Guide students into a lifelong love of learning.

PO Box 4070South Colby, WA 98384

n/A

Siviq Scores

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

Liabilities / Assets

95th percentile

1.43x

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

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

Liabilities / Revenue

70th percentile

0.01x

Higher debt load relative to revenue than 70% of similar nonprofits.

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

Net Margin

66th percentile

12%

Higher net margin than 66% of similar nonprofits.

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

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Revenue Growth

44th percentile

-6.3%

Faster revenue growth than 44% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets95th percentile

Assets

Up

$591

Up $591 from 2022

Liabilities

Down

$847

Down $6,809 (-89%) from 2022

Net Assets

Up

-$256

Up $7,400 (+97%) from 2022

Operations
Liabilities / Revenue70th percentileNet Margin66th percentile

Revenue

Down

$61,504

Down $4,146 (-6.3%) from 2022

Expenses

Down

$54,104

Down $15,431 (-22%) from 2022

Net Income

Up

$7,400

Up $11,285 (+290%) from 2022

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$10K$5.0K$0-$5.0K-$10KAssets 2017: $5,400Liabilities 2017: $1952017Assets 2018: $514Liabilities 2018: $1,370Net Assets 2018: -$8562018Assets 2019: $0Liabilities 2019: $5,224Net Assets 2019: -$5,2242019Assets 2021: $0Liabilities 2021: $3,771Net Assets 2021: -$3,7712021Assets 2022: $0Liabilities 2022: $7,656Net Assets 2022: -$7,6562022Assets 2023: $591Liabilities 2023: $847Net Assets 2023: -$2562023

Highlighted filing

2023

Assets$591
Liabilities$847
Net Assets-$256
Open 2023 Filing

Operations Trend

Revenue Growth44th percentile

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

$100K$50K$0-$50KRevenue 2017: $90,760Expenses 2017: $85,555Net Income 2017: $5,2052017Revenue 2018: $50,783Expenses 2018: $56,844Net Income 2018: -$6,0612018Revenue 2019: $59,390Expenses 2019: $63,758Net Income 2019: -$4,3682019Revenue 2021: $38,240Expenses 2021: $36,548Net Income 2021: $1,6922021Revenue 2022: $65,650Expenses 2022: $69,535Net Income 2022: -$3,8852022Revenue 2023: $61,504Expenses 2023: $54,104Net Income 2023: $7,4002023

Highlighted filing

2023

Revenue$61,504
Expenses$54,104
Net Income$7,400
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$591
Liabilities
$847
Net assets
-$256
Revenue
$61,504
Expenses
$54,104
Net income
$7,400
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.59$0.85$0.26$61.5$54.1$7.40
2022Detailed filing. Detailed filing data is available for this year.$0.00$7.66$7.66$65.7$69.5$3.89
2021Detailed filing. Detailed filing data is available for this year.$0.00$3.77$3.77$38.2$36.5$1.69
2019Detailed filing. Detailed filing data is available for this year.$0.00$5.22$5.22$59.4$63.8$4.37
2018Detailed filing. Detailed filing data is available for this year.$0.51$1.37$0.86$50.8$56.8$6.06
2017Summary only. Only limited summary data is available for this year.$5.40$0.20$90.8$85.6$5.21
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jun 10, 2024
Return Version
2023v5.0
Gross Receipts
$61,504
Mission and Program Overview

Mission

Guide students into a lifelong love of learning.

Program Services

DescriptionGrantsExpenses
USE MATERIALS THAT DRAW CHILDREN INTO THE WORLD OF SELF-DISCIPLINE.-$4,510
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANNE LAHEYExecutive Director-$0--
KEN WELTERPresident-$0--
TONI MCGUIREVice President-$0--
SUSAN ANDERSONAdmin Assistant-$0--
Filing and Contact Details

Filer

Filer Name
Advantage Montessori School
EIN
81-3525697
Phone
3602714738
Address
PO BOX 4070, SOUTH COLBY, WA 98384

Signing Officer

Name
Anne Lahey
Title
Executive Director
Signed
2024-06-10
Discuss with paid preparer
Yes

Preparer

Firm
Dawn M Jake CPA PLLC
Address
420 Cline Ave, Port Orchard, WA 98366
Preparer
Dawn M Jake CPA
Phone
3603297090
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $100”

Other Expenses.1005

“Travel $170”

Other Expenses.1012

“Insurance $1790”

Other Expenses.1

“SCHOOL SUPPLIES $4232”

Other Expenses.2

“TELEPHONE $984”

Other Expenses.3

“Equipment under $2500 $900”

Other Expenses.4

“OFFICE SUPPLIES $455”

Other Expenses.5

“PET SUPPLIES $278”

Other Expenses.6

“Bank service charges $146”

Other Expenses.7

“CONTRIBUTIONS $120”

Other Expenses.8

“BUSINESS LICENSE $75”

Other Expenses.9

“B&O TAXES $15”

Total Liabilities.1

“CASH BASIS ADJ - Beginning $698 CASH BASIS ADJ - Ending $0”

Total Liabilities.2

“- Beginning $0 - Ending $0”

Total Liabilities.3

“PAYROLL LIABILITIES - Beginning $2672 PAYROLL LIABILITIES - Ending $847”

Raw XML Appendix167 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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IRS990EZ/BooksInCareOfDetail/PersonNm0ANNE LAHEY
IRS990EZ/BooksInCareOfDetail/PhoneNum03602714738
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 4070
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SOUTH COLBY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd098384
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0591
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt07400
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03320
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0591
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt061504
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0-7656
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-256
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0-7656
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-256
IRS990EZ/OccupancyRentUtltsAndMaintAmt07605
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ANNE LAHEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KEN WELTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TONI MCGUIRE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SUSAN ANDERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Executive Dir.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3ADMIN ASSISTANT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt09265
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0GUIDE STUDENTS INTO A LIFELONG LOVE OF LEARNING.
IRS990EZ/ProgramServiceRevenueAmt061504
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0USE MATERIALS THAT DRAW CHILDREN INTO THE WORLD OF SELF-DISCIPLINE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt04510
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt033914
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0true
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt07656
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0847
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt054104
IRS990EZ/TotalProgramServiceExpensesAmt04510
IRS990EZ/TotalRevenueAmt061504
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule E, Line 4 - Explanation of Records and Materials Not Maintained
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2Schedule E, Line 5 - Explanation of Organization Discrimination by Race
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Travel $170
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $1790
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SCHOOL SUPPLIES $4232
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TELEPHONE $984
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5EQUIPMENT UNDER $2500 $900
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6OFFICE SUPPLIES $455
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PET SUPPLIES $278
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8BANK SERVICE CHARGES $146
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9CONTRIBUTIONS $120
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10BUSINESS LICENSE $75
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11B&O TAXES $15
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12CASH BASIS ADJ - Beginning $698 CASH BASIS ADJ - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13- Beginning $0 - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14PAYROLL LIABILITIES - Beginning $2672 PAYROLL LIABILITIES - Ending $847
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Total Liabilities.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Total Liabilities.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Total Liabilities.3
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANNE LAHEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Dir.
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-06-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ADVANTAGE MONTESSORI SCHOOL
ReturnHeader/Filer/BusinessNameControlTxt0ADVA
ReturnHeader/Filer/EIN0813525697
ReturnHeader/Filer/PhoneNum03602714738
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 4070
ReturnHeader/Filer/USAddress/CityNm0SOUTH COLBY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098384
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200433597
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Dawn M Jake CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0420 Cline Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Port Orchard
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098366
ReturnHeader/PreparerPersonGrp/PhoneNum03603297090
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Dawn M Jake CPA
ReturnHeader/ReturnTs02024-06-10T10:52:35-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ANNE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LAHEY
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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