Civic Intelligence

Montessori Public Policy Initiative

EIN 83-1008664 • 501(c)3 • Washington, DC

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Profile

As experts on Montessori policy and advocacy, MPPI unites, supports, and equips the Montessori community, creating an effective advocacy voice for authentic Montessori education.

2001 L Street NW 500Washington, DC 20036

montessoriadvocacy.org

Siviq Scores

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

Liabilities / Assets

51st percentile

0.02x

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

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

Liabilities / Revenue

54th percentile

0.02x

Higher debt load relative to revenue than 54% of similar nonprofits.

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

Net Margin

82nd percentile

32%

Higher net margin than 82% of similar nonprofits.

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

Top Officer Pay

98th percentile

$303,792

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 55.8% of source-year revenue.

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

Asset Growth

75th percentile

19%

Faster asset growth than 75% of similar nonprofits.

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

Revenue Growth

97th percentile

299%

Faster revenue growth than 97% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets51st percentile

Assets

Down

$616,153

Down $300,719 (-33%) from 2023

Liabilities

Up

$70,019

Up $53,941 (+335%) from 2023

Net Assets

Down

$546,134

Down $354,660 (-39%) from 2023

Operations
Liabilities / Revenue54th percentileNet Margin82nd percentile

Revenue

Down

$136,404

Down $811,581 (-86%) from 2023

Expenses

Up

$491,064

Up $36,155 (+7.9%) from 2023

Net Income

Down

-$354,660

Down $847,736 (-172%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth75th percentile

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

$1.0M$500K$0Assets 2019: $242,814Liabilities 2019: $183,4322019Assets 2020: $755,875Liabilities 2020: $15,620Net Assets 2020: $740,2552020Assets 2021: $546,691Liabilities 2021: $28,209Net Assets 2021: $518,4822021Assets 2022: $447,972Liabilities 2022: $40,254Net Assets 2022: $407,7182022Assets 2023: $916,872Liabilities 2023: $16,078Net Assets 2023: $900,7942023Assets 2024: $616,153Liabilities 2024: $70,019Net Assets 2024: $546,1342024

Highlighted filing

2024

Assets$616,153
Liabilities$70,019
Net Assets$546,134
Open 2024 Filing

Operations Trend

Revenue Growth97th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2019: $77,611Expenses 2019: $18,229Net Income 2019: $59,3822019Revenue 2020: $1,200,963Expenses 2020: $520,090Net Income 2020: $680,8732020Revenue 2021: $195,727Expenses 2021: $417,500Net Income 2021: -$221,7732021Revenue 2022: $370,879Expenses 2022: $481,643Net Income 2022: -$110,7642022Revenue 2023: $947,985Expenses 2023: $454,909Net Income 2023: $493,0762023Revenue 2024: $136,404Expenses 2024: $491,064Net Income 2024: -$354,6602024

Highlighted filing

2024

Revenue$136,404
Expenses$491,064
Net Income-$354,660
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$616,153
Liabilities
$70,019
Net assets
$546,134
Revenue
$136,404
Expenses
$491,064
Net income
-$354,660
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.62$0.07$0.55$0.14$0.49$0.35
2023Detailed filing. Detailed filing data is available for this year.$0.92$0.02$0.90$0.95$0.45$0.49
2022Detailed filing. Detailed filing data is available for this year.$0.45$0.04$0.41$0.37$0.48$0.11
2021Detailed filing. Detailed filing data is available for this year.$0.55$0.03$0.52$0.20$0.42$0.22
2020Detailed filing. Detailed filing data is available for this year.$0.76$0.02$0.74$1.20$0.52$0.68
2019Summary only. Only limited summary data is available for this year.$0.24$0.18$0.08$0.02$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Apr 2, 2025
Return Version
2023v6.0
Gross Receipts
$136,404
Mission and Program Overview

Mission

As experts on Montessori policy and advocacy, MPPI unites, supports, and equips the Montessori community, creating an effective advocacy voice for authentic Montessori education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$505,918$496,229▼ $9,689
Pledges and Grants Receivable$300,000$0▼ $300,000
Cash and Non-Interest-Bearing Accounts$83,883$118,175▲ $34,292
Prepaid Expenses and Deferred Charges$21,797$690▼ $21,107
Land, Buildings, and Equipment, Net$1,644$559▼ $1,085
Accounts Receivable$3,630$500▼ $3,130
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-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$916,872$616,153▼ $300,719
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$9,328$45,009▲ $35,681
Deferred Revenue$6,750$25,010▲ $18,260
Total Liabilities$16,078$70,019▲ $53,941
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$299,742$374,267▲ $74,525
Net Assets With Donor Restrictions$601,052$171,867▼ $429,185
Total Net Assets Fund Balance$900,794$546,134▼ $354,660
Total Liabilities and Net Assets / Fund Balance$916,872$616,153▼ $300,719

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$559$2,697$3,256
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Wendy Shenk-EvansExecutive DirectorFT$119,672$16,528$136,200

Board Members and Trustees

NameTitle
Martha TeienChairman
Heather GerkerVice President
Ayize SabaterDirector
Debbie Senoff-LangfordDirector
Munir ShivjiDirector
Sheba KapurDirector
Trisha Thompson-WillinghamDirector
Tunisha Hairston-BrownDirector
Wendy SimmonsDirector
Jessica DavisSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$91,349
Program Service Revenue
$34,699
Investment Income
$10,356
Other Revenue
$0
All Other Contributions
$40,349
Change in Net Assets
$-354,660

Audited Revenue Reconciliation

Revenue per Audited Statements
$136,404
Total Revenue per Audited Statements
$136,404
Total Revenue per Form 990
$136,404
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$368,718
Other Expenses$122,346
Total Fundraising Expense$3,190
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$144,593$28,511-$173,104
Current Officers, Directors, Trustees, and Key Employees$117,141$10,302$2,253$129,696
Other Employee Benefits$34,439$1,051$360$35,850
Fees for Services Accounting-$27,932-$27,932
Conferences and Meetings$26,303--$26,303
Payroll Taxes$18,726$3,142$229$22,097
Travel$20,351$3-$20,354
Fees for Services Other$8,758$2,556$9$11,323
Pension Plan Contributions$7,568$305$98$7,971
Fees for Services Legal-$7,290-$7,290
Information Technology$2,744$69$23$2,836
Insurance$1,495$1,033$22$2,550
Depreciation Depletion$1,085--$1,085
Other Expenses$437$2,341$108$545
All Other Expenses$277$257-$534
Total Functional Expenses$401,819$86,055$3,190$491,064

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$491,064
Total Expenses per Audited Statements$491,064
Total Expenses per Form 990$491,064
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
Audit committee
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 990 is reviewed by the financial management consultants and the Executive Director, and then distributed to the full Board for review prior to submission.”

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

“Any issues that arise are fully disclosed and communicated to the board, and the board makes any decisions necessary related to conflicts of interest issues.”

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

“The board sets the pay for the Executive Director and approves any changes. Pay is set based on reasonableness of pay for the position, without necessarily including formal comparability data.”

Form 990, Part VI, Section C, Line 19

“MPPI provides Form 990 and governing documents to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Montessori Public Policy Initiative
EIN
83-1008664
Phone
6304607836
Address
2001 L Street NW 500, Washington, DC 20036

Signing Officer

Name
Denise Monnier
Title
Director
Signed
2025-04-02
Discuss with paid preparer
Yes

Organization Details

Formed
2019
Voting Board Members
10
Independent Board Members
8
Employees
3
Volunteers
8

Preparer

Firm
Helen Nelson CPA
Address
14612 MAPLE RIDGE, HANCOCK, MD 21750
Preparer
Helen Nelson
Phone
3016537110
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

“Management has determined that no significant uncertain tax positions qualify for either recognition or disclosure in the audited financial statements.”

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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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