Civic Intelligence

Monteverde School Inc.

990 • Fiscal year 2017 • EIN 94-3180635

Sep 01, 2016 to Aug 31, 2017 • Filed on Jul 11, 2018

Organization ProfileWWW.MONTEVERDESCHOOL.ORG

View Organization Page

2727 College AveBerkeley, CA 94705-1247

(510) 848-3313

Siviq Scores

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

Liabilities / Assets

38th percentile

0.01x

Higher debt load relative to assets than 38% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

33rd percentile

0.00x

Higher debt load relative to revenue than 33% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

59th percentile

7.1%

Higher net margin than 59% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

71st percentile

14%

Faster asset growth than 71% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

57th percentile

8.5%

Faster revenue growth than 57% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$310,656

Up $38,167 (+14%) from 2016

Net Assets

Up

$307,811

Up $42,107 (+16%) from 2016

Liabilities

Down

$2,845

Down $3,940 (-58%) from 2016

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin59th percentile

Revenue

Up

$591,584

Up $46,178 (+8.5%) from 2016

Expenses

Up

$549,477

Up $34,594 (+6.7%) from 2016

Net Income

Up

$42,107

Up $11,584 (+38%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth71st percentile

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

$600K$400K$200K$0Assets 2011: $175,055Liabilities 2011: $22,973Net Assets 2011: $152,0822011Assets 2012: $191,628Liabilities 2012: $22,580Net Assets 2012: $169,0482012Assets 2013: $222,175Liabilities 2013: $20,800Net Assets 2013: $201,3752013Assets 2014: $238,353Liabilities 2014: $20,966Net Assets 2014: $217,3872014Assets 2015: $235,730Liabilities 2015: $549Net Assets 2015: $235,1812015Assets 2016: $272,489Liabilities 2016: $6,785Net Assets 2016: $265,7042016Assets 2017: $310,656Liabilities 2017: $2,845Net Assets 2017: $307,8112017Assets 2018: $310,039Liabilities 2018: $2,341Net Assets 2018: $307,6982018Assets 2019: $302,768Liabilities 2019: $0Net Assets 2019: $302,7682019Assets 2020: $290,032Liabilities 2020: $1,435Net Assets 2020: $288,5972020Assets 2021: $406,801Liabilities 2021: $2,242Net Assets 2021: $404,5592021Assets 2022: $493,747Liabilities 2022: $3,833Net Assets 2022: $489,9142022Assets 2023: $577,381Liabilities 2023: $3,550Net Assets 2023: $573,8312023Assets 2024: $583,753Liabilities 2024: $2,116Net Assets 2024: $581,6372024

Highlighted filing

2017

Assets$310,656
Liabilities$2,845
Net Assets$307,811
Open 2017 Filing

Operations Trend

Revenue Growth57th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $428,558Expenses 2011: $404,155Net Income 2011: $24,4032011Expenses 2012: $443,1162012Expenses 2013: $441,4922013Revenue 2014: $486,522Expenses 2014: $470,512Net Income 2014: $16,0102014Revenue 2015: $511,532Expenses 2015: $493,661Net Income 2015: $17,8712015Revenue 2016: $545,406Expenses 2016: $514,883Net Income 2016: $30,5232016Revenue 2017: $591,584Expenses 2017: $549,477Net Income 2017: $42,1072017Revenue 2018: $582,956Expenses 2018: $583,069Net Income 2018: -$1132018Revenue 2019: $597,858Expenses 2019: $602,788Net Income 2019: -$4,9302019Revenue 2020: $579,035Expenses 2020: $593,203Net Income 2020: -$14,1682020Revenue 2021: $679,475Expenses 2021: $563,513Net Income 2021: $115,9622021Revenue 2022: $729,170Expenses 2022: $643,815Net Income 2022: $85,3552022Revenue 2023: $795,946Expenses 2023: $712,029Net Income 2023: $83,9172023Revenue 2024: $830,145Expenses 2024: $822,339Net Income 2024: $7,8062024

Highlighted filing

2017

Revenue$591,584
Expenses$549,477
Net Income$42,107
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2016 to Aug 31, 2017
Signed
Jul 11, 2018
Return Version
2016v3.0
Gross Receipts
$596,844
Mission and Program Overview

Mission

Provide care and early childhood education for children ages 2 years 9 months, through 5 years or kindergarten entrance. Services are available from 8:00 am until 5:30 pm, monday through friday.

Provide care and early childhood education for children ages 2 years 9 months, through 5 years or kindergarten entrance. Services are available from 8:00 am until 5:30 pm monday through friday.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$265,704$307,811▲ $42,107
Savings and Temporary Cash Investments$125,649$140,732▲ $15,083
Cash and Non-Interest-Bearing Accounts$64,209$95,849▲ $31,640
Land, Buildings, and Equipment, Net$72,711$62,751▼ $9,960
Accounts Receivable$1,370$5,472▲ $4,102
Receivables From Officers Etc$251--
Pledges and Grants Receivable$783$218▼ $565
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$272,489$310,656▲ $38,167
Other Assets Total$7,516$5,634▼ $1,882
Liabilities
Accounts Payable and Accrued Expenses$3,441--
Other Liabilities$3,344$2,845▼ $499
Total Liabilities$6,785$2,845▼ $3,940
Net Assets / Fund Balance
Total Net Assets Fund Balance$265,704$307,811▲ $42,107
Total Liabilities and Net Assets / Fund Balance$272,489$310,656▲ $38,167

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$57,753$94,547$152,300
Equipment$4,998$26,304$31,302
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Douglas LeggPresident
Kristina MalsbergerSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$400
Program Service Revenue
$561,958
Investment Income
$85
Other Revenue
$29,141
All Other Contributions
$400
Change in Net Assets
$42,107
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$433,029
Other Expenses$116,448
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$367,141--$367,141
Payroll Taxes$29,519--$29,519
Other Employee Benefits$28,323--$28,323
Insurance$13,266--$13,266
Depreciation Depletion-$9,960-$9,960
All Other Expenses$5,086$3,277-$8,363
Pension Plan Contributions$8,046--$8,046
Fees for Services Other$4,634--$4,634
Other Expenses$4,185$53,908-$4,185
Fees for Services Accounting-$1,858-$1,858
Office Expenses-$1,318-$1,318
Advertising$75--$75
Total Functional Expenses$479,156$70,321$0$549,477
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$33,086
Fundraising Direct Expenses$5,260
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$20,221$20,221$3,743$16,478
Gallery Night$9,711$9,711$893$8,818
Total Events$33,086$33,086$5,260$27,826
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 Officers, Directors, Trustees, and Key Employees$251--
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Liabilities$2,430
Credit Card Payable$415
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, Part VI, Section B, Line 11B

“Line 11a explanation - 990 is circulated amongst the board and approved prior to filing.”

Form 990, Part VI, Section C, Line 19

“Documents and policies will be provided upon request.”

Filing and Contact Details

Filer

Filer Name
Monteverde School Inc
EIN
94-3180635
Phone
5108483313
Address
2727 COLLEGE AVE, BERKELEY, CA 94705-1247

Signing Officer

Name
Tristen Taylor
Title
Co-director
Phone
5108483313
Signed
2018-07-11
Discuss with paid preparer
Yes

Organization Details

Formed
1993
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
0
Employees
20
Volunteers
0

Preparer

Firm
Buckley Patchen
Address
2890 N MAIN ST SUITE 200, WALNUT CREEK, CA 94597-2739
Preparer
Daniel J Sullivan
Phone
9259372727
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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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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03743
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0893
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LINE 11A EXPLANATION - 990 IS CIRCULATED AMONGST THE BOARD AND APPROVED PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DOCUMENTS AND POLICIES WILL BE PROVIDED UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0272489
IRS990/TotalAssetsEOYAmt0310656
IRS990/TotalAssetsGrp/BOYAmt0272489
IRS990/TotalAssetsGrp/EOYAmt0310656
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0400
IRS990/TotalEmployeeCnt020
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt070321
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0479156
IRS990/TotalFunctionalExpensesGrp/TotalAmt0549477
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt06785
IRS990/TotalLiabilitiesEOYAmt02845
IRS990/TotalLiabilitiesGrp/BOYAmt06785
IRS990/TotalLiabilitiesGrp/EOYAmt02845
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0265704
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0307811
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0479156
IRS990/TotalProgramServiceRevenueAmt0561958
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt027826
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0563358
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0591584
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0272489
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0310656
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02727 COLLEGE AVE
IRS990/USAddress/CityNm0BERKELEY
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd0947051247
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0WWW.MONTEVERDESCHOOL.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TRISTEN TAYLOR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05108483313
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-07-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONTEVERDE SCHOOL INC
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0943180635
ReturnHeader/Filer/PhoneNum05108483313
ReturnHeader/Filer/USAddress/AddressLine1Txt02727 COLLEGE AVE
ReturnHeader/Filer/USAddress/CityNm0BERKELEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0947051247
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0F46228B1C3A17B505F9DB4CC5F91CED4DEC0B959
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId051E551D5D651E44E6003D35809A0C7632B06B66E
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.95.201.50
ReturnHeader/FilingSecurityInformation/IPDt02018-07-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm014:28:53
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0942302150
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BUCKLEY PATCHEN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02890 N MAIN ST SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WALNUT CREEK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0945972739
ReturnHeader/PreparerPersonGrp/PhoneNum09259372727
ReturnHeader/PreparerPersonGrp/PreparationDt02018-07-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL J SULLIVAN
ReturnHeader/ReturnTs02018-07-11T16:29:09-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-09-01
ReturnHeader/TaxPeriodEndDt02017-08-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$310,656
Liabilities
$2,845
Net assets
$307,811
Revenue
$591,584
Expenses
$549,477
Net income
$42,107
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.84$0.02$5.82$8.30$8.22$0.08
2023Detailed filing. Detailed filing data is available for this year.$5.77$0.04$5.74$7.96$7.12$0.84
2022Detailed filing. Detailed filing data is available for this year.$4.94$0.04$4.90$7.29$6.44$0.85
2021Detailed filing. Detailed filing data is available for this year.$4.07$0.02$4.05$6.79$5.64$1.16
2020Detailed filing. Detailed filing data is available for this year.$2.90$0.01$2.89$5.79$5.93$0.14
2019Detailed filing. Detailed filing data is available for this year.$3.03$0.00$3.03$5.98$6.03$0.05
2018Detailed filing. Detailed filing data is available for this year.$3.10$0.02$3.08$5.83$5.83$0.00
2017Detailed filing. Detailed filing data is available for this year.$3.11$0.03$3.08$5.92$5.49$0.42
2016Detailed filing. Detailed filing data is available for this year.$2.72$0.07$2.66$5.45$5.15$0.31
2015Detailed filing. Detailed filing data is available for this year.$2.36$0.01$2.35$5.12$4.94$0.18
2014Detailed filing. Detailed filing data is available for this year.$2.38$0.21$2.17$4.87$4.71$0.16
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.22$0.21$2.01$4.41
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.92$0.23$1.69$4.43
2011Summary only. Only limited summary data is available for this year.$1.75$0.23$1.52$4.29$4.04$0.24