Civic Intelligence

Ambleside of the Willamette Valley

EIN 82-2212347 • 501(c)3 • Newberg, OR

Pub. 78 Eligible

Profile

Education experience centered in christ for students and families using the practices and philosophy of charlotte mason, a british educator.

600 E 3rd StreetNewberg, OR 97132

amblesidewillamettevalley.org

Siviq Scores

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

Liabilities / Assets

99th percentile

3.54x

Higher debt load relative to assets than 99% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

51st percentile

0.08x

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

46th percentile

2.8%

Higher net margin than 46% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

53rd percentile

$67,500

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 5.3% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

18th percentile

-8.8%

Faster asset growth than 18% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

81st percentile

43%

Faster revenue growth than 81% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Assets

Down

$29,243

Down $2,811 (-8.8%) from 2024

Liabilities

Down

$103,602

Down $39,204 (-27%) from 2024

Net Assets

Up

-$74,359

Up $36,393 (+33%) from 2024

Revenue

Up

$1,273,338

Up $381,001 (+43%) from 2024

Expenses

Up

$1,237,339

Up $258,398 (+26%) from 2024

Net Income

Up

$35,999

Up $122,603 (+142%) from 2024

Trend Graphs

Balance Sheet Trend

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

$200K$100K$0-$100K-$200KAssets 2017: $21,272Liabilities 2017: $02017Assets 2018: $22,215Liabilities 2018: $0Net Assets 2018: $22,2152018Assets 2019: $49,987Liabilities 2019: $12,014Net Assets 2019: $37,9732019Assets 2020: $76,762Liabilities 2020: $22,012Net Assets 2020: $54,7502020Assets 2021: $63,449Liabilities 2021: $33,385Net Assets 2021: $30,0642021Assets 2022: $45,314Liabilities 2022: $37,947Net Assets 2022: $7,3672022Assets 2023: $15,028Liabilities 2023: $39,200Net Assets 2023: -$24,1722023Assets 2024: $32,054Liabilities 2024: $142,806Net Assets 2024: -$110,7522024Assets 2025: $29,243Liabilities 2025: $103,602Net Assets 2025: -$74,3592025

Highlighted filing

2025

Assets$29,243
Liabilities$103,602
Net Assets-$74,359

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2017: $107,995Expenses 2017: $86,723Net Income 2017: $21,2722017Revenue 2018: $268,061Expenses 2018: $267,117Net Income 2018: $9442018Revenue 2019: $183,371Expenses 2019: $167,613Net Income 2019: $15,7582019Revenue 2020: $561,203Expenses 2020: $523,755Net Income 2020: $37,4482020Revenue 2021: $556,705Expenses 2021: $581,392Net Income 2021: -$24,6872021Revenue 2022: $708,711Expenses 2022: $731,408Net Income 2022: -$22,6972022Revenue 2023: $871,015Expenses 2023: $902,554Net Income 2023: -$31,5392023Revenue 2024: $892,337Expenses 2024: $978,941Net Income 2024: -$86,6042024Revenue 2025: $1,273,338Expenses 2025: $1,237,339Net Income 2025: $35,9992025

Highlighted filing

2025

Revenue$1,273,338
Expenses$1,237,339
Net Income$35,999

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 26, 2025
Return Version
2024v5.0
Gross Receipts
$1,294,175
Mission and Program Overview

Mission

Education experience centered in christ for students and families using the practices and philosophy of charlotte mason, a british educator.

Combined grades 1-10 with kindergarten separately taught providing a training center that supports the renewal of education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,524$11,580▲ $9,056
Land, Buildings, and Equipment, Net$1,017$6,233▲ $5,216
Cash and Non-Interest-Bearing Accounts$25,394$5,930▼ $19,464
Savings and Temporary Cash Investments$3,000$5,500▲ $2,500
Prepaid Expenses and Deferred Charges$119--
Rtn Earn Endowment Incm Other Fnds$-110,752$-74,359▲ $36,393
Total Assets$32,054$29,243▼ $2,811
Liabilities
Unsecured Notes Loans Payable$92,000$78,000▼ $14,000
Accounts Payable and Accrued Expenses$23,605$24,602▲ $997
Other Liabilities$27,201$1,000▼ $26,201
Total Liabilities$142,806$103,602▼ $39,204
Net Assets / Fund Balance
Total Net Assets Fund Balance$-110,752$-74,359▲ $36,393
Total Liabilities and Net Assets / Fund Balance$32,054$29,243▼ $2,811

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$6,233$35,717$41,950
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Megan KroberPrincipalFT$67,500$67,500

Board Members and Trustees

NameTitle
Chad KroberSchool Board
Jeremy StewartSchool Board
Michael EltonSchool Board
Tony OndracekSchool Board
Revenue and Support

Revenue Composition

Contributions and Grants
$228,857
Program Service Revenue
$1,041,872
Investment Income
$186
Other Revenue
$2,423
All Other Contributions
$105,938
Change in Net Assets
$35,999
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$890,751
Other Expenses$281,079
Grants and Similar Amounts Paid$65,509
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$786,861--$786,861
Fees for Services Other$183,909$1,272-$185,181
Payroll Taxes$68,918--$68,918
Grants to Domestic Individuals$65,509--$65,509
Other Employee Benefits$34,972--$34,972
Occupancy$24,284--$24,284
Fees for Services Accounting-$17,458-$17,458
Insurance$14,511--$14,511
Travel$11,036--$11,036
Office Expenses$10,621--$10,621
Depreciation Depletion$10,409--$10,409
Interest$5,845--$5,845
Advertising$1,182--$1,182
Information Technology$529--$529
Fees for Service Investment Mgmnt Fees-$23-$23
Total Functional Expenses$1,218,586$18,753$0$1,237,339
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$23,260
Fundraising Direct Expenses$20,837
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gratitude Dinne$141,179$23,260$7,447$15,813
Total Events$141,179$23,260$20,837$2,423
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Unearned Revenue$1,000
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
Yes
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, Page 6, Part VI, Line 2

Megan krober chad krober director director spouse

Form 990, Page 6, Part VI, Line 11B

Form 990, part vi, line 11b - organization's process to review form 990 990 copies provided to board members during the meeting following the filing of the 990. The document is reviewed in full by the board and comments are noted in the board minutes.

Form 990, Page 6, Part VI, Line 12C

Board of directors are required to sign a conflict of interest policy, and potential conflicts are actively monitored each school year at board meetings.

Form 990, Page 6, Part VI, Line 15A

The board uses a pay scale to determine pay for employees. Pay rates are approved yearly at the annual budget meeting.

Form 990, Page 6, Part VI, Line 15B

The board uses a pay scale to determine pay for employees. Pay rates are approved yearly at the annual budget meeting.

Form 990, Page 6, Part VI, Line 19

Copies of governing documents are provided to requesting individuals. Requests can be made through the director of finance and operations who operates out of the school's administrative office.

Filing and Contact Details

Filer

Filer Name
Ambleside of the Willamette Valley
EIN
82-2212347
Phone
5037203357
Address
600 E 3RD STREET, NEWBERG, OR 97132

Signing Officer

Name
Chad Krober
Title
School Board Member
Phone
5037203357
Signed
2025-11-26

Organization Details

Principal Officer
Megan Krober
Formed
2017
Legal Domicile
Or
Voting Board Members
5
Independent Board Members
5
Employees
22
Volunteers
40

Preparer

Firm
Want CPA Pc
Address
105 N MAIN ST, NEWBERG, OR 97132
Preparer
Deanne Platter
Phone
5035385023
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Payroll & hr fees 4,185 0 0 facts fees 2,893 0 0 bank fees 30 0 0 classroom supplies 18,650 0 0 curriculum 18,483 0 0 school events 4,553 0 0 membership dues 90,103 0 0 merchant fees 1,899 0 0 supplies 4,733 0 0 staff appreciation and traini 12,356 0 0 taxes & licenses 425 0 0 volunteer appreciation 1,109 0 0 computer equipment de minimus 3,980 0 0 contractors 1,255 0 0 graduation supplies 3,365 0 0 community event expenses 3,579 0 0 licensing and software 10,740 0 0 parent resources 916 0 0 sports fees 120 0 0 quickbooks payment fees 143 0 0 miscellaneous 392 0 0 meals & entertainment 0 27 0 other professional services 0 1,245 0 total 183,909 1,272 0

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IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0POLICY IS POSTED ON THE WEBSITE IN A CLEAR LOCATION.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, LINE 3
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0117919
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt0117919
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt020837
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GRATITUDE DINNE
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt010040
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt010040
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0141179
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0141179
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt023260
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt023260
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt02423
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt07447
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt07447
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt03350
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt03350
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt065509
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS & DISCOUNTS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc0DISCOUNTS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0FINANCIAL AID AWARDS ARE BASED ON ABILITY OF RECIPIENT TO PAY TUITION AND REVIEW OF APPLICATION.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 4, PART IV
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MEGAN KROBER CHAD KROBER DIRECTOR DIRECTOR SPOUSE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990, PART VI, LINE 11B - ORGANIZATION'S PROCESS TO REVIEW FORM 990 990 COPIES PROVIDED TO BOARD MEMBERS DURING THE MEETING FOLLOWING THE FILING OF THE 990. THE DOCUMENT IS REVIEWED IN FULL BY THE BOARD AND COMMENTS ARE NOTED IN THE BOARD MINUTES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOARD OF DIRECTORS ARE REQUIRED TO SIGN A CONFLICT OF INTEREST POLICY, AND POTENTIAL CONFLICTS ARE ACTIVELY MONITORED EACH SCHOOL YEAR AT BOARD MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD USES A PAY SCALE TO DETERMINE PAY FOR EMPLOYEES. PAY RATES ARE APPROVED YEARLY AT THE ANNUAL BUDGET MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE BOARD USES A PAY SCALE TO DETERMINE PAY FOR EMPLOYEES. PAY RATES ARE APPROVED YEARLY AT THE ANNUAL BUDGET MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5COPIES OF GOVERNING DOCUMENTS ARE PROVIDED TO REQUESTING INDIVIDUALS. REQUESTS CAN BE MADE THROUGH THE DIRECTOR OF FINANCE AND OPERATIONS WHO OPERATES OUT OF THE SCHOOL'S ADMINISTRATIVE OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PAYROLL & HR FEES 4,185 0 0 FACTS FEES 2,893 0 0 BANK FEES 30 0 0 CLASSROOM SUPPLIES 18,650 0 0 CURRICULUM 18,483 0 0 SCHOOL EVENTS 4,553 0 0 MEMBERSHIP DUES 90,103 0 0 MERCHANT FEES 1,899 0 0 SUPPLIES 4,733 0 0 STAFF APPRECIATION AND TRAINI 12,356 0 0 TAXES & LICENSES 425 0 0 VOLUNTEER APPRECIATION 1,109 0 0 COMPUTER EQUIPMENT DE MINIMUS 3,980 0 0 CONTRACTORS 1,255 0 0 GRADUATION SUPPLIES 3,365 0 0 COMMUNITY EVENT EXPENSES 3,579 0 0 LICENSING AND SOFTWARE 10,740 0 0 PARENT RESOURCES 916 0 0 SPORTS FEES 120 0 0 QUICKBOOKS PAYMENT FEES 143 0 0 MISCELLANEOUS 392 0 0 MEALS & ENTERTAINMENT 0 27 0 OTHER PROFESSIONAL SERVICES 0 1,245 0 TOTAL 183,909 1,272 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OR
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt032054
IRS990/TotalAssetsEOYAmt029243
IRS990/TotalAssetsGrp/BOYAmt032054
IRS990/TotalAssetsGrp/EOYAmt029243
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0228857
IRS990/TotalEmployeeCnt022
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt018753
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01218586
IRS990/TotalFunctionalExpensesGrp/TotalAmt01237339
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0142806
IRS990/TotalLiabilitiesEOYAmt0103602
IRS990/TotalLiabilitiesGrp/BOYAmt0142806
IRS990/TotalLiabilitiesGrp/EOYAmt0103602
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-110752
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-74359
IRS990/TotalProgramServiceExpensesAmt01218586
IRS990/TotalProgramServiceRevenueAmt01041872
IRS990/TotalReportableCompFromOrgAmt067500
IRS990/TotalRevenueGrp/ExclusionAmt0186
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01041872
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01273338
IRS990/TotalVolunteersCnt040
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt032054
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt029243
IRS990/TravelGrp/ProgramServicesAmt011036
IRS990/TravelGrp/TotalAmt011036
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt092000
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt078000
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0607 IRONWOOD DR
IRS990/USAddress/CityNm0NEWBERG
IRS990/USAddress/StateAbbreviationCd0OR
IRS990/USAddress/ZIPCd097132
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0AMBLESIDEWILLAMETTEVALLEY.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CHAD KROBER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SCHOOL BOARD MEMBER
ReturnHeader/BusinessOfficerGrp/PhoneNum05037203357
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AMBLESIDE OF THE WILLAMETTE VALLEY
ReturnHeader/Filer/BusinessNameControlTxt0AMBL
ReturnHeader/Filer/EIN0822212347
ReturnHeader/Filer/PhoneNum05037203357
ReturnHeader/Filer/USAddress/AddressLine1Txt0600 E 3RD STREET
ReturnHeader/Filer/USAddress/CityNm0NEWBERG
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097132
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0852849638
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WANT CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0105 N MAIN ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEWBERG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097132
ReturnHeader/PreparerPersonGrp/PhoneNum05035385023
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DEANNE PLATTER
ReturnHeader/ReturnTs02025-12-10T09:36:32-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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