Civic Intelligence

The Learning Tree

990 • Fiscal year 2014 • EIN 91-1072804

Sep 01, 2013 to Aug 31, 2014 • Filed on Dec 16, 2014

Organization ProfileWWW.LEARNINGTREEMONTESSORI.COM
1721 15th Ave98122

(206) 324-4788

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

24th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Net Margin

53rd percentile

4.3%

Higher net margin than 53% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

78th percentile

$71,730

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 8.0% of source-year revenue.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Asset Growth

81st percentile

24%

Faster asset growth than 81% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$200,406

Up $38,929 (+24%) from 2013

Net Assets

Up

$200,406

Up $38,929 (+24%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin53rd percentile

Revenue

$902,180

No earlier filing loaded for comparison.

Expenses

Up

$863,251

Up $7,386 (+0.9%) from 2013

Net Income

$38,929

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth81st percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $206,649Liabilities 2011: $0Net Assets 2011: $206,6492011Assets 2012: $162,386Liabilities 2012: $0Net Assets 2012: $162,3862012Assets 2013: $161,477Liabilities 2013: $0Net Assets 2013: $161,4772013Assets 2014: $200,406Liabilities 2014: $0Net Assets 2014: $200,4062014Assets 2015: $211,200Liabilities 2015: $0Net Assets 2015: $211,2002015Assets 2016: $438,643Liabilities 2016: $0Net Assets 2016: $438,6432016Assets 2017: $507,423Liabilities 2017: $451Net Assets 2017: $506,9722017Assets 2018: $581,232Liabilities 2018: $30,547Net Assets 2018: $550,6852018Assets 2019: $587,155Liabilities 2019: $5,204Net Assets 2019: $581,9512019Assets 2020: $593,685Liabilities 2020: $158,988Net Assets 2020: $434,6972020Assets 2021: $751,624Liabilities 2021: $150,121Net Assets 2021: $601,5032021Assets 2022: $853,331Liabilities 2022: $13,886Net Assets 2022: $839,4452022Assets 2023: $898,290Liabilities 2023: $33,596Net Assets 2023: $864,6942023Assets 2024: $2,639,324Liabilities 2024: $1,409,563Net Assets 2024: $1,229,7612024Assets 2025: $2,846,961Liabilities 2025: $1,404,745Net Assets 2025: $1,442,2162025

Highlighted filing

2014

Assets$200,406
Liabilities$0
Net Assets$200,406
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2011: $795,8702011Expenses 2012: $859,8312012Expenses 2013: $855,8652013Revenue 2014: $902,180Expenses 2014: $863,251Net Income 2014: $38,9292014Revenue 2015: $908,751Expenses 2015: $897,957Net Income 2015: $10,7942015Revenue 2016: $1,004,909Expenses 2016: $835,500Net Income 2016: $169,4092016Revenue 2017: $918,879Expenses 2017: $857,136Net Income 2017: $61,7432017Revenue 2018: $976,406Expenses 2018: $931,537Net Income 2018: $44,8692018Revenue 2019: $968,350Expenses 2019: $939,193Net Income 2019: $29,1572019Revenue 2020: $799,875Expenses 2020: $943,424Net Income 2020: -$143,5492020Revenue 2021: $843,394Expenses 2021: $710,404Net Income 2021: $132,9902021Revenue 2022: $1,263,111Expenses 2022: $984,813Net Income 2022: $278,2982022Revenue 2023: $1,160,114Expenses 2023: $1,139,547Net Income 2023: $20,5672023Revenue 2024: $1,538,519Expenses 2024: $1,214,369Net Income 2024: $324,1502024Revenue 2025: $1,537,643Expenses 2025: $1,339,906Net Income 2025: $197,7372025

Highlighted filing

2014

Revenue$902,180
Expenses$863,251
Net Income$38,929
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2013 to Aug 31, 2014
Signed
Dec 16, 2014
Return Version
2013v4.0
Gross Receipts
$905,317
Mission and Program Overview

Mission

Operating a full time day montessori school for children.

We provide montessori full day prescholl education to 50 children for 12 months per year.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$161,477$200,406▲ $38,929
Investments in Publicly Traded Securities$144,140$154,910▲ $10,770
Cash and Non-Interest-Bearing Accounts$8,460$36,619▲ $28,159
Land, Buildings, and Equipment, Net$8,877$8,877→ $0
Total Assets$161,477$200,406▲ $38,929
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$161,477$200,406▲ $38,929
Total Liabilities and Net Assets / Fund Balance$161,477$200,406▲ $38,929

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$3,568$60,226-
Leasehold Improvements$5,309$19,943-
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Vincent DuffyDirectorFT$71,730$71,730

Board Members and Trustees

NameTitle
Roslyn DuffyPresident
Dianna ScukisBoard Member
Heather TimmBoard Member
Robert PurcellBoard Member
Laurie WickSecratary
Tomoko MatsunoVice Presedent
Revenue and Support

Revenue Composition

Contributions and Grants
$103,899
Program Service Revenue
$792,559
Investment Income
$5,722
Other Revenue
$0
All Other Contributions
$7,130
Change in Net Assets
$38,929
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$657,517
Other Expenses$205,734
Total Fundraising Expense$27,544
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$442,111--$442,111
Other Employee Benefits$96,277--$96,277
Current Officers, Directors, Trustees, and Key Employees$71,730--$71,730
Occupancy$41,693$10,500-$52,193
All Other Expenses$51,726--$51,726
Payroll Taxes$47,399--$47,399
Other Expenses$14,174$4,000$26,862$14,174
Insurance$716$8,045-$8,761
Conferences and Meetings$7,649--$7,649
Office Expenses-$4,485-$4,485
Depreciation Depletion$2,690--$2,690
Travel$1,034--$1,034
Advertising$845--$845
Total Functional Expenses$793,854$41,853$27,544$863,251
Fundraising, Events, and Gaming
Fundraising activities
Yes
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
Governance and Compliance

Governance Checklist

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

Officer directors etc family relationship Part VI line 2

“Officers Vincent Duffy and Roslyn Duffy are married to each other.”

Member election for additional members Part VI line 7A

“The board elects the director and apporves the budget and reviews the financial activites of the school”

Form 990 governing body review Part VI line 11

“All members meet with the dirctor to review the 990 tax return after the director meets with the accountant”

Governing documents etc available to public Part VI line 19

“The school makes availible all of its' governing documents, confict of interest statement and finacial records including the form 990 upon request.”

Filing and Contact Details

Filer

EIN
91-1072804

Signing Officer

Name
Vincent Duffy
Title
Director
Phone
2063244788
Signed
2014-12-16
Discuss with paid preparer
Yes

Organization Details

Formed
1979
Legal Domicile
Wa
Voting Board Members
7
Independent Board Members
4
Employees
27
Volunteers
1

Preparer

Preparer
Roger L Williams
Phone
4255128469
Raw XML Appendix366 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/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
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IRS990/Form990PartVIISectionAGrp/TitleTxt5SECRATARY
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IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE LEARNING TREE SCHOOL DOES NOT DISCRIMIATE BY RACE,SEX OR CREED IN EITHYER ADMISSION OF STUDENTS OR IN HIRING PRACTICES. THIS IS PUBLICIZED IN BROACHERS AND ON THE SCHOOL'S WEB SITE.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of nondiscriminatory policy (Question 3)
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IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Officers Vincent Duffy and Roslyn Duffy are married to each other.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The board elects the director and apporves the budget and reviews the financial activites of the school
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2All members meet with the dirctor to review the 990 tax return after the director meets with the accountant
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The school makes availible all of its' governing documents, confict of interest statement and finacial records including the form 990 upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Officer directors etc family relationship Part VI line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Member election for additional members Part VI line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Governing documents etc available to public Part VI line 19
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0WA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0161477
IRS990/TotalAssetsEOYAmt0200406
IRS990/TotalAssetsGrp/BOYAmt0161477
IRS990/TotalAssetsGrp/EOYAmt0200406
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0103899
IRS990/TotalEmployeeCnt027
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt027544
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt041853
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0793854
IRS990/TotalFunctionalExpensesGrp/TotalAmt0863251
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0161477
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0200406
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0793854
IRS990/TotalProgramServiceRevenueAmt0792559
IRS990/TotalReportableCompFromOrgAmt071730
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0798281
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0902180
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt01
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0161477
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0200406
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt01034
IRS990/TravelGrp/TotalAmt01034
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0WWW.LEARNINGTREEMONTESSORI.COM
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0VINCENT DUFFY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02063244788
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-12-16
ReturnHeader/Filer/BusinessName/BusinessNameLine10LEARNING TREE
ReturnHeader/Filer/BusinessNameControlTxt0LEAR
ReturnHeader/Filer/EIN0911072804
ReturnHeader/Filer/USAddress/AddressLine101721 15TH AVE
ReturnHeader/Filer/USAddress/City0SEATTLE
ReturnHeader/Filer/USAddress/State0WA
ReturnHeader/Filer/USAddress/ZIPCode098122
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0911582337
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Roger Williams EA & Associates
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1012811 8th Ave W Suite C 205
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Everett
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode098204
ReturnHeader/PreparerPersonGrp/PhoneNum04255128469
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Roger L Williams
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-02-10T10:25:32-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-09-01
ReturnHeader/TaxPeriodEndDt02014-08-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$200,406
Liabilities
$0
Net assets
$200,406
Revenue
$902,180
Expenses
$863,251
Net income
$38,929
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.85$1.40$1.44$1.54$1.34$0.20
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.64$1.41$1.23$1.54$1.21$0.32
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.90$0.03$0.86$1.16$1.14$0.02
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.85$0.01$0.84$1.26$0.98$0.28
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.75$0.15$0.60$0.84$0.71$0.13
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.59$0.16$0.43$0.80$0.94$0.14
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.59$0.01$0.58$0.97$0.94$0.03
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.58$0.03$0.55$0.98$0.93$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.51$0.00$0.51$0.92$0.86$0.06
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.44$0.00$0.44$1.00$0.84$0.17
2015Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.91$0.90$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.20$0.90$0.86$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.16$0.00$0.16$0.86
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.16$0.00$0.16$0.86
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.21$0.00$0.21$0.80