Civic Intelligence

Montessori Pathways Schools

990EZ • Fiscal year 2014 • EIN 93-0856752

Aug 01, 2013 to Jul 31, 2014 • Filed on Mar 13, 2015

Organization ProfileN/A
4920 SW VermontPortland, OR 97219

(503) 246-5495

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2014

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2014

Net Margin

15th percentile

-20%

Higher net margin than 15% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

16th percentile

-27%

Faster asset growth than 16% of similar nonprofits.

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

Revenue Growth

26th percentile

-16%

Faster revenue growth than 26% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$68,430

Down $25,023 (-27%) from 2013

Net Assets

Down

$68,430

Down $25,023 (-27%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin15th percentile

Revenue

Down

$123,873

Down $23,111 (-16%) from 2013

Expenses

Down

$148,897

Down $14,661 (-9.0%) from 2013

Net Income

Down

-$25,024

Down $8,450 (-51%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

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

$150K$100K$50K$0Assets 2011: $86,967Liabilities 2011: $02011Assets 2012: $110,027Liabilities 2012: $0Net Assets 2012: $110,0272012Assets 2013: $93,453Liabilities 2013: $0Net Assets 2013: $93,4532013Assets 2014: $68,430Net Assets 2014: $68,4302014Assets 2015: $0Net Assets 2015: $02015

Highlighted filing

2014

Assets$68,430
Liabilities-
Net Assets$68,430
Open 2014 Filing

Operations Trend

Revenue Growth26th percentile

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

$200K$100K$0-$100KRevenue 2011: $157,144Expenses 2011: $150,078Net Income 2011: $7,0662011Revenue 2012: $186,665Expenses 2012: $163,605Net Income 2012: $23,0602012Revenue 2013: $146,984Expenses 2013: $163,558Net Income 2013: -$16,5742013Revenue 2014: $123,873Expenses 2014: $148,897Net Income 2014: -$25,0242014Revenue 2015: $47,923Expenses 2015: $116,353Net Income 2015: -$68,4302015

Highlighted filing

2014

Revenue$123,873
Expenses$148,897
Net Income-$25,024
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2013 to Jul 31, 2014
Signed
Mar 13, 2015
Return Version
2013v4.0
Gross Receipts
$150,361
Mission and Program Overview

Mission

The mission of montessori pathways is to integrate handicapped children with non-handicapped children in a quality learning environment.

Program Services

DescriptionGrantsExpenses
MONTESSORI PRESCHOOL INTEGRATING HANDICAPPED CHILDREN WITH NON-HANDICAPPED CHILDREN IN A QUALITY LEARNING ENVIRONMENT (SERVES APPROXIMATELY 60 STUDENTS)$148,894-
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUE HILDICKDirector-$0--
JESSICA HICKOX MEYERDirector-$0--
KELLEY PECISVice President-$0--
PAMELA BYRNETreasurer-$0--
KAREN EHLBECKPresident-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$58,598$43,346$17,150$26,196
Total Events$58,598$43,346$26,325$17,021
Filing and Contact Details

Filer

EIN
93-0856752
Phone
5032465495

Signing Officer

Name
Karen Ehlbeck
Title
President
Signed
2015-03-13
Discuss with paid preparer
Yes

Preparer

Preparer
Ryan a Genor
Phone
5032448879
Supplemental Narrative

Additional Explanations

Client Note 1

“Client Note 1 -”

Other Expenses.1001

“Advertising and Promotion $256”

Other Expenses.1009

“Depreciation $379”

Other Expenses.1012

“Insurance $2856”

Other Expenses.1

“Admin/support services $18167”

Other Expenses.2

“Training/education $10895”

Other Expenses.3

“SUPPLIES $2097”

Other Expenses.4

“OUTSIDE LABOR $1218”

Other Expenses.5

“TELEPHONE $1119”

Other Expenses.6

“Professional services $595”

Other Expenses.7

“MISCELLANEOUS $350”

Other Expenses.9

“Misc taxes & licenses $166”

Other Expenses.11

“BANK CHARGES $88”

Other Expenses.12

“DUES & SUBSCRIPTIONS $20”

Other Assets.1004

“Miscellaneous - Beginning $4642 Miscellaneous - Ending $4263”

Raw XML Appendix185 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/PersonNm0PAMELA BYRNE
IRS990EZ/BooksInCareOfDetail/PhoneNum05032465495
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine104920 SW VERMONT
IRS990EZ/BooksInCareOfDetail/USAddress/City0PORTLAND
IRS990EZ/BooksInCareOfDetail/USAddress/State0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode097219
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt088812
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt064167
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt018612
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
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IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt068430
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IRS990EZ/GrossReceiptsAmt0150361
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt088
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt093454
IRS990EZ/NetAssetsOrFundBalancesEOYAmt068430
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt093454
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt068430
IRS990EZ/OccupancyRentUtltsAndMaintAmt019407
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SUE HILDICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JESSICA HICKOX MEYER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KELLEY PECIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PAMELA BYRNE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KAREN EHLBECK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt04642
IRS990EZ/OtherAssetsTotalDetail/EOYAmt04263
IRS990EZ/OtherExpensesTotalAmt038206
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE MISSION OF MONTESSORI PATHWAYS IS TO INTEGRATE HANDICAPPED CHILDREN WITH NON-HANDICAPPED CHILDREN IN A QUALITY LEARNING ENVIRONMENT.
IRS990EZ/PrintingPublicationsPostageAmt0413
IRS990EZ/ProgramServiceRevenueAmt087500
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MONTESSORI PRESCHOOL INTEGRATING HANDICAPPED CHILDREN WITH NON-HANDICAPPED CHILDREN IN A QUALITY LEARNING ENVIRONMENT (SERVES APPROXIMATELY 60 STUDENTS)
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0148894
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt090871
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0true
IRS990EZ/SpecialEventsDirectExpensesAmt026488
IRS990EZ/SpecialEventsNetIncomeLossAmt017673
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0148897
IRS990EZ/TotalProgramServiceExpensesAmt0148894
IRS990EZ/TotalRevenueAmt0123873
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
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/ExplanationTxt0NONDISCRIMINATORY POLICY PUBLICIZED ON WEBSITE AND IN BROCHURES DISTRIBUTED BY MAIL
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
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt015252
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt015252
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt026325
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt07675
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt07675
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt058598
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt058598
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt043346
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt043346
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0ANNUAL AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt017021
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt017150
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt017150
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt01500
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt01500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Client Note 1 -
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Advertising and Promotion $256
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Depreciation $379
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $2856
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ADMIN/SUPPORT SERVICES $18167
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TRAINING/EDUCATION $10895
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6SUPPLIES $2097
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7OUTSIDE LABOR $1218
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8TELEPHONE $1119
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9PROFESSIONAL SERVICES $595
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10MISCELLANEOUS $350
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11MISC TAXES & LICENSES $166
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12BANK CHARGES $88
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13DUES & SUBSCRIPTIONS $20
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Miscellaneous - Beginning $4642 Miscellaneous - Ending $4263
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Client Note 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Assets.1004
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KAREN EHLBECK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-03-13
ReturnHeader/Filer/BusinessName/BusinessNameLine10MONTESSORI PATHWAYS SCHOOLS
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0930856752
ReturnHeader/Filer/PhoneNum05032465495
ReturnHeader/Filer/USAddress/AddressLine104920 SW VERMONT
ReturnHeader/Filer/USAddress/City0PORTLAND
ReturnHeader/Filer/USAddress/State0OR
ReturnHeader/Filer/USAddress/ZIPCode097219
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Schultz & Crouse PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine109700 SW Capitol Hwy Ste285
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Portland
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode097219
ReturnHeader/PreparerPersonGrp/PhoneNum05032448879
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RYAN A GENOR
ReturnHeader/ReturnTs02015-03-13T11:13:03-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-08-01
ReturnHeader/TaxPeriodEndDt02014-07-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$68,430
Liabilities
-
Net assets
$68,430
Revenue
$123,873
Expenses
$148,897
Net income
-$25,024
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2015Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.48$1.16$0.68
2014Detailed filing. Detailed filing data is available for this year.$0.68$0.68$1.24$1.49$0.25
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.93$0.00$0.93$1.47$1.64$0.17
2012Summary only. Only limited summary data is available for this year.$1.10$0.00$1.10$1.87$1.64$0.23
2011Summary only. Only limited summary data is available for this year.$0.87$0.00$1.57$1.50$0.07