Civic Intelligence

Harmony Montessori School Inc

990 • Fiscal year 2015 • EIN 93-1152908

Aug 01, 2014 to Jul 31, 2015 • Filed on Feb 16, 2016

Organization ProfileHARMONY-MONTESSORI.COM
10525 SE Cherry Blossom DrPortland, OR 97216-2859

(503) 255-5337

Siviq Scores

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

Liabilities / Assets

84th percentile

0.52x

Higher debt load relative to assets than 84% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

73rd percentile

0.20x

Higher debt load relative to revenue than 73% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Net Margin

55th percentile

4.9%

Higher net margin than 55% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

64th percentile

$47,280

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 5.9% of source-year revenue.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Asset Growth

73rd percentile

13%

Faster asset growth than 73% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

79th percentile

26%

Faster revenue growth than 79% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets84th percentile

Assets

Up

$304,332

Up $34,259 (+13%) from 2014

Net Assets

Up

$144,817

Up $39,216 (+37%) from 2014

Liabilities

Down

$159,515

Down $4,957 (-3.0%) from 2014

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin55th percentile

Revenue

Up

$796,528

Up $166,843 (+26%) from 2014

Expenses

Up

$757,312

Up $108,833 (+17%) from 2014

Net Income

Up

$39,216

Up $58,010 (+309%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $160,333Liabilities 2011: $22,348Net Assets 2011: $137,9852011Assets 2012: $161,144Liabilities 2012: $10,600Net Assets 2012: $150,5442012Assets 2013: $170,453Liabilities 2013: $19,209Net Assets 2013: $151,2442013Assets 2014: $270,073Liabilities 2014: $164,472Net Assets 2014: $105,6012014Assets 2015: $304,332Liabilities 2015: $159,515Net Assets 2015: $144,8172015Assets 2016: $348,162Liabilities 2016: $136,921Net Assets 2016: $211,2412016Assets 2017: $488,196Liabilities 2017: $184,194Net Assets 2017: $304,0022017Assets 2018: $508,197Liabilities 2018: $95,108Net Assets 2018: $413,0892018Assets 2019: $655,634Liabilities 2019: $114,311Net Assets 2019: $541,3232019Assets 2020: $711,942Liabilities 2020: $244,213Net Assets 2020: $467,7292020Assets 2021: $1,096,148Liabilities 2021: $257,893Net Assets 2021: $838,2552021Assets 2022: $3,271,489Liabilities 2022: $1,969,213Net Assets 2022: $1,302,2762022Assets 2023: $2,875,916Liabilities 2023: $1,947,501Net Assets 2023: $928,4152023Assets 2024: $2,895,907Liabilities 2024: $1,819,414Net Assets 2024: $1,076,4932024Assets 2025: $3,059,735Liabilities 2025: $1,742,289Net Assets 2025: $1,317,4462025

Highlighted filing

2015

Assets$304,332
Liabilities$159,515
Net Assets$144,817
Open 2015 Filing

Operations Trend

Revenue Growth79th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $411,982Expenses 2011: $449,802Net Income 2011: -$37,8202011Revenue 2012: $364,065Expenses 2012: $351,506Net Income 2012: $12,5592012Revenue 2013: $443,913Expenses 2013: $443,213Net Income 2013: $7002013Revenue 2014: $629,685Expenses 2014: $648,479Net Income 2014: -$18,7942014Revenue 2015: $796,528Expenses 2015: $757,312Net Income 2015: $39,2162015Revenue 2016: $1,010,871Expenses 2016: $944,447Net Income 2016: $66,4242016Revenue 2017: $1,173,754Expenses 2017: $1,080,987Net Income 2017: $92,7672017Revenue 2018: $1,283,361Expenses 2018: $1,174,340Net Income 2018: $109,0212018Revenue 2019: $1,449,910Expenses 2019: $1,322,196Net Income 2019: $127,7142019Revenue 2020: $1,307,110Expenses 2020: $1,380,689Net Income 2020: -$73,5792020Revenue 2021: $1,307,366Expenses 2021: $1,131,299Net Income 2021: $176,0672021Revenue 2022: $1,466,512Expenses 2022: $1,197,114Net Income 2022: $269,3982022Revenue 2023: $1,259,630Expenses 2023: $1,633,491Net Income 2023: -$373,8612023Revenue 2024: $1,830,081Expenses 2024: $1,679,810Net Income 2024: $150,2712024Revenue 2025: $2,044,911Expenses 2025: $1,803,958Net Income 2025: $240,9532025

Highlighted filing

2015

Revenue$796,528
Expenses$757,312
Net Income$39,216
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2014 to Jul 31, 2015
Signed
Feb 16, 2016
Return Version
2014v6.0
Gross Receipts
$887,252
Mission and Program Overview

Mission

To provide montessori school programs to children ages 2.5-12.

To provide montessori school programs to children ages 2.5-6.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$245,088$243,175▼ $1,913
Cash and Non-Interest-Bearing Accounts$9,609$43,239▲ $33,630
Accounts Receivable$8,905$8,704▼ $201
Savings and Temporary Cash Investments$570$5,575▲ $5,005
Inventories for Sale or Use$4,673$2,140▼ $2,533
Prepaid Expenses and Deferred Charges$1,228$1,499▲ $271
Total Assets$270,073$304,332▲ $34,259
Liabilities
Other Liabilities$130,011$156,813▲ $26,802
Accounts Payable and Accrued Expenses$34,461$2,702▼ $31,759
Total Liabilities$164,472$159,515▼ $4,957
Net Assets / Fund Balance
Unrestricted Net Assets$105,601$144,817▲ $39,216
Total Net Assets Fund Balance$105,601$144,817▲ $39,216
Total Liabilities and Net Assets / Fund Balance$270,073$304,332▲ $34,259

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$237,736$8,782$246,518
Equipment$5,439$40,425$45,864
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Kim GreerPresidentFT$47,280$47,280

Board Members and Trustees

NameTitle
Lia NagaseBoard Chair
Barry GualtDirector
Chris WheatDirector
Ginger PapeDirector
Naghmeh MoshtaelDirector
Noel WardwellDirector
Melissa TrimbergerSecretary
Finnegan HamillTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$6,913
Program Service Revenue
$756,791
Investment Income
$15
Other Revenue
$32,809
All Other Contributions
$6,913
Change in Net Assets
$39,216
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$581,929
Other Expenses$175,383
Total Fundraising Expense$11,820
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$534,649--$534,649
Occupancy$94,883--$94,883
Current Officers, Directors, Trustees, and Key Employees$11,820$23,640$11,820$47,280
Depreciation Depletion$8,115--$8,115
Insurance$8,082--$8,082
Advertising$6,925--$6,925
Office Expenses-$6,603-$6,603
Interest$6,224--$6,224
All Other Expenses$3,529$841-$4,370
Fees for Services Accounting-$3,628-$3,628
Other Expenses$5,956$2,136-$2,136
Total Functional Expenses$708,644$36,848$11,820$757,312
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$91,919
Fundraising Direct Expenses$60,357
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraising$91,919$91,919$60,357$31,562
Total Events$91,919$91,919$60,357$31,562
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Tuition$106,241
Ginardi Loan$50,000
Accrued Payroll Taxes$572
US Bank Visa-
Fundraising/scrip Payable-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
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 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Harmony Montessori School Inc
EIN
93-1152908
Phone
5032555337
Address
10525 SE CHERRY BLOSSOM DR, PORTLAND, OR 97216-2859

Signing Officer

Name
Kim Greer
Title
President
Phone
5032555337
Signed
2016-02-16

Organization Details

Principal Officer
Kim Greer
Formed
1994
Legal Domicile
Or
Voting Board Members
9
Independent Board Members
9
Employees
26
Volunteers
90

Preparer

Firm
Miller & Kim Cpas
Address
10220 SW GREENBURG ROAD STE 540, PORTLAND, OR 97223
Preparer
Sean S Kim
Phone
5032931040
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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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IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt045864
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0237736
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt08782
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0246518
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0106241
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt150000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2572
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DEFERRED TUITION
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1GINARDI LOAN
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2ACCRUED PAYROLL TAXES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3US BANK VISA
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc4FUNDRAISING/SCRIP PAYABLE
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0243175
IRS990ScheduleD/TotalLiabilityAmt0156813
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/ExplanationTxt0DISPLAY AD IN LOCAL PAPER
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, LINE 3
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt060357
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUNDRAISING
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt091919
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt091919
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt091919
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt091919
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt031562
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt060357
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt060357
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OR
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0270073
IRS990/TotalAssetsEOYAmt0304332
IRS990/TotalAssetsGrp/BOYAmt0270073
IRS990/TotalAssetsGrp/EOYAmt0304332
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt06913
IRS990/TotalEmployeeCnt026
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt011820
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt036848
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0708644
IRS990/TotalFunctionalExpensesGrp/TotalAmt0757312
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0164472
IRS990/TotalLiabilitiesEOYAmt0159515
IRS990/TotalLiabilitiesGrp/BOYAmt0164472
IRS990/TotalLiabilitiesGrp/EOYAmt0159515
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0105601
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0144817
IRS990/TotalProgramServiceExpensesAmt0708644
IRS990/TotalProgramServiceRevenueAmt0756791
IRS990/TotalReportableCompFromOrgAmt047280
IRS990/TotalRevenueGrp/ExclusionAmt015
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0758038
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0796528
IRS990/TotalVolunteersCnt090
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0270073
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0304332
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0105601
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0144817
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt010525 SE CHERRY BLOSSOM DR
IRS990/USAddress/CityNm0PORTLAND
IRS990/USAddress/StateAbbreviationCd0OR
IRS990/USAddress/ZIPCd0972162859
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0HARMONY-MONTESSORI.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KIM GREER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05032555337
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-02-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HARMONY MONTESSORI SCHOOL INC
ReturnHeader/Filer/BusinessNameControlTxt0HARM
ReturnHeader/Filer/EIN0931152908
ReturnHeader/Filer/PhoneNum05032555337
ReturnHeader/Filer/USAddress/AddressLine1Txt010525 SE CHERRY BLOSSOM DR
ReturnHeader/Filer/USAddress/CityNm0PORTLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd0972162859
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0731691547
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MILLER & KIM CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010220 SW GREENBURG ROAD STE 540
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PORTLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097223
ReturnHeader/PreparerPersonGrp/PhoneNum05032931040
ReturnHeader/PreparerPersonGrp/PreparationDt02016-02-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SEAN S KIM
ReturnHeader/ReturnTs02016-02-17T16:56:46-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-08-01
ReturnHeader/TaxPeriodEndDt02015-07-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$304,332
Liabilities
$159,515
Net assets
$144,817
Revenue
$796,528
Expenses
$757,312
Net income
$39,216
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.06$1.74$1.32$2.04$1.80$0.24
2024Detailed filing. Detailed filing data is available for this year.$2.90$1.82$1.08$1.83$1.68$0.15
2023Detailed filing. Detailed filing data is available for this year.$2.88$1.95$0.93$1.26$1.63$0.37
2022Detailed filing. Detailed filing data is available for this year.$3.27$1.97$1.30$1.47$1.20$0.27
2021Detailed filing. Detailed filing data is available for this year.$1.10$0.26$0.84$1.31$1.13$0.18
2020Detailed filing. Detailed filing data is available for this year.$0.71$0.24$0.47$1.31$1.38$0.07
2019Detailed filing. Detailed filing data is available for this year.$0.66$0.11$0.54$1.45$1.32$0.13
2018Detailed filing. Detailed filing data is available for this year.$0.51$0.10$0.41$1.28$1.17$0.11
2017Summary only. Only limited summary data is available for this year.$0.49$0.18$0.30$1.17$1.08$0.09
2016Summary only. Only limited summary data is available for this year.$0.35$0.14$0.21$1.01$0.94$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.30$0.16$0.14$0.80$0.76$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.27$0.16$0.11$0.63$0.65$0.02
2013Summary only. Only limited summary data is available for this year.$0.17$0.02$0.15$0.44$0.44$0.00
2012Summary only. Only limited summary data is available for this year.$0.16$0.01$0.15$0.36$0.35$0.01
2011Summary only. Only limited summary data is available for this year.$0.16$0.02$0.14$0.41$0.45$0.04