Civic Intelligence

Alsion Montessori Foundation

EIN 94-3351924 • 501(c)3 • Fremont, CA

750 Witherly LaneFremont, CA 94539

n/A

Siviq Scores

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

Liabilities / Assets

86th percentile

0.62x

Higher debt load relative to assets than 86% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

84th percentile

0.66x

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

501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

55th percentile

6.7%

Higher net margin than 55% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

17th percentile

-8.1%

Faster asset growth than 17% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

31st percentile

-2.5%

Faster revenue growth than 31% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Assets

Up

$1,475,216

Up $277,436 (+23%) from 2023

Liabilities

Up

$865,586

Up $125,508 (+17%) from 2023

Net Assets

Up

$609,630

Up $151,928 (+33%) from 2023

Revenue

Up

$1,301,524

Up $175,771 (+16%) from 2023

Expenses

Up

$1,149,599

Up $99,579 (+9.5%) from 2023

Net Income

Up

$151,925

Up $76,192 (+101%) from 2023

Trend Graphs

Balance Sheet Trend

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

$2.0M$1.0M$0-$1.0MAssets 2011: $61,400Liabilities 2011: $232,661Net Assets 2011: -$171,2612011Assets 2012: $219,909Liabilities 2012: $288,741Net Assets 2012: -$68,8322012Assets 2013: $409,882Liabilities 2013: $388,417Net Assets 2013: $21,4652013Assets 2014: $673,863Liabilities 2014: $622,279Net Assets 2014: $51,5842014Assets 2015: $1,296,845Liabilities 2015: $876,591Net Assets 2015: $420,2542015Assets 2016: $954,000Liabilities 2016: $762,870Net Assets 2016: $191,1302016Assets 2017: $969,097Liabilities 2017: $633,702Net Assets 2017: $335,3952017Assets 2018: $772,693Liabilities 2018: $765,826Net Assets 2018: $6,8672018Assets 2020: $795,477Liabilities 2020: $1,124,163Net Assets 2020: -$328,6862020Assets 2021: $1,934,704Liabilities 2021: $898,765Net Assets 2021: $1,035,9392021Assets 2022: $1,302,816Liabilities 2022: $1,064,459Net Assets 2022: $238,3572022Assets 2023: $1,197,780Liabilities 2023: $740,078Net Assets 2023: $457,7022023Assets 2024: $1,475,216Liabilities 2024: $865,586Net Assets 2024: $609,6302024

Highlighted filing

2024

Assets$1,475,216
Liabilities$865,586
Net Assets$609,630

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2011: $578,566Expenses 2011: $667,471Net Income 2011: -$88,9052011Revenue 2012: $876,046Expenses 2012: $779,396Net Income 2012: $96,6502012Revenue 2013: $829,858Expenses 2013: $739,545Net Income 2013: $90,3132013Revenue 2014: $708,623Expenses 2014: $679,185Net Income 2014: $29,4382014Revenue 2015: $850,495Expenses 2015: $502,546Net Income 2015: $347,9492015Revenue 2016: $906,576Expenses 2016: $925,993Net Income 2016: -$19,4172016Revenue 2017: $1,214,025Expenses 2017: $1,069,760Net Income 2017: $144,2652017Revenue 2018: $868,059Expenses 2018: $1,196,587Net Income 2018: -$328,5282018Revenue 2020: $976,172Expenses 2020: $1,026,693Net Income 2020: -$50,5212020Revenue 2021: $1,551,555Expenses 2021: $932,301Net Income 2021: $619,2542021Revenue 2022: $1,154,680Expenses 2022: $1,060,252Net Income 2022: $94,4282022Revenue 2023: $1,125,753Expenses 2023: $1,050,020Net Income 2023: $75,7332023Revenue 2024: $1,301,524Expenses 2024: $1,149,599Net Income 2024: $151,9252024

Highlighted filing

2024

Revenue$1,301,524
Expenses$1,149,599
Net Income$151,925

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Feb 17, 2025
Return Version
2023v6.0
Gross Receipts
$1,301,524
Mission and Program Overview

Mission

SEE SCHEDULE O

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$700,032$1,357,713▲ $657,681
Cash and Non-Interest-Bearing Accounts$433,831$53,624▼ $380,207
Land, Buildings, and Equipment, Net$16,255$20,743▲ $4,488
Prepaid Expenses and Deferred Charges$8,126$3,600▼ $4,526
Total Assets$1,197,780$1,475,216▲ $277,436
Other Assets Total$39,536$39,536→ $0
Liabilities
Deferred Revenue$584,816$705,203▲ $120,387
Unsecured Notes Loans Payable$120,156$120,156→ $0
Other Liabilities$35,106$40,227▲ $5,121
Total Liabilities$740,078$865,586▲ $125,508
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$457,702$609,630▲ $151,928
Total Net Assets Fund Balance$457,702$609,630▲ $151,928
Total Liabilities and Net Assets / Fund Balance$1,197,780$1,475,216▲ $277,436

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$-11,978$264,296$10,644
Leasehold Improvements$32,721--
Other Assets Org$39,536--
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,262,377
Investment Income
$0
Other Revenue
$39,147
Change in Net Assets
$151,925
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$664,333
Other Expenses$485,266
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$588,190--$588,190
Occupancy$279,036--$279,036
Payroll Taxes$45,420--$45,420
Other Employee Benefits$30,723--$30,723
All Other Expenses$12,942--$12,942
Other Expenses$11,844--$11,844
Insurance$6,518--$6,518
Depreciation Depletion$6,157--$6,157
Total Functional Expenses$1,149,599$0$0$1,149,599
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Clearing$25,423
Credit Card$14,804
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
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 governing body review Part VI line 11

The alison board of directors reviewed and approved the form 990 prior to filing.

Form 990 availability to public Part VI line 18

All tax filings are publicly available.

Governing documents etc available to public Part VI line 19

All tax filings are publicly available.

Filing and Contact Details

Filer

Filer Name
Alsion Montessori Foundation
EIN
94-3351924
Address
750 WITHERLY LANE, FREMONT, CA 94539

Signing Officer

Name
Eric Alexander
Title
CFO
Phone
5104451127
Signed
2025-02-17
Discuss with paid preparer
No

Organization Details

Principal Officer
Eric Alexander CFO
Formed
2000
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
4
Employees
6
Volunteers
6

Preparer

Firm
Sanjiv Gupta CPA
Address
39111 PASEO PADRE PKWY STE 101, FREMONT, CA 94538
Preparer
Sanjiv Gupta
Phone
5108257563
Supplemental Narrative

Additional Explanations

Part III response or note to any other line in Part III

Adadad form 990,part i, line 1 & part iii, line 1 - organization missionto advance the teaching approach developed by maria montessori, m.d. For the benefitof children residing in southern alameda county, ca. The staff teaches algebra,english grammar, composition & literature, spanish, latin, mandarin, chinese &japanese, general science, idigital arts, art history, the history of civilizationwith an emphasis on intellectual & political freedom, human anatomy and development,nutrition,first aid & cpr. Form 990, part iii, line 4a - program service accomplishments1. Completed review by western association of schools and colleges. 2. Receivedsix year unprecedented re-accreditation. 3. First year of year round school. 4.successfully completed two reviews by top montes form 990,part i, line 1 & part iii, line 1 - organization missionto advance the teaching approach developed by maria montessori, m.d. For the benefitof children residing in southern alameda county, ca. The staff teaches algebra,english grammar, composition & literature, spanish, latin, mandarin, chinese &japanese, general science, idigital arts, art history, the history of civilizationwith an emphasis on intellectual & political freedom, human anatomy and development,nutrition,first aid & cpr. Form 990, part iii, line 4a - program service accomplishments1. Completed review by western association of schools and colleges. 2. Receivedsix year unprecedented re-accreditation. 3. First year of year round school. 4.successfully completed two reviews by top montessorians, linda davis & dr. Betsy coefor the compliance montessori teaching for an adolescent program. 5. Set up anexchange program for idea sharing with marin montessori and casa de mere. 6. Twoteachers in montessori training completed certification and enrolled in themontessori adolescent integrative masters program. 7. Off-site learning excursionsinclueded the school in the woods at camp lodestar and the coastal biome trip inmonterey. 9. Continued membership in the rotary club of mission san jose as well as missionsan jose and femont chamber of commerces. 10. On-going community service work withthe city of fremont: sabercat creek resoration project one day a month, feed thehungry with rotary club of msj, tri-city and free the children. 11. Conductedinteractive meetings with parents with guest speakers on college admissions,internet safety, antibullying and understanding the montessori adolescent. 12.conducted serveral parent infromation meetings, mixers and an end of year bbq. 13.students entered and excelled in the rotary leadership camp and speech contest,regional science bowl, un day in sacramento, junior debate club, world savvy, point reyes science program, and califorinia conservation corp.

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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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IRS990/Desc01. COMPLETED REVIEW BY WESTERN ASSOCIATION OF SCHOOLS AND COLLEGES. 2. RECEIVEDSIX YEAR UNPRECEDENTED RE-ACCREDITATION. 3. FIRST YEAR OF YEAR ROUND SCHOOL. 4.SUCCESSFULLY COMPLETED TWO REVIEWS BY TOP MONTESSORIANS, LINDA DAVIS & DR. BETSY COEFOR THE COMPLIANCE MONTESSORI TEACHING FOR AN ADOLESCENT PROGRAM. 5. SET UP ANEXCHANGE PROGRAM FOR IDEA SHARING WITH MARIN MONTESSORI AND CASA DE MERE. 6. TWOTEACHERS IN MONTESSORI TRAINING COMPLETED CERTIFICATION AND ENROLLED IN THEMONTESSORI ADOLESCENT INTEGRATIVE MASTERS PROGRAM. 7. OFF-SITE LEARNING EXCURSIONSINCLUEDED THE SCHOOL IN THE WOODS AT CAMP LODESTAR AND THE COASTAL BIOME TRIP INMONTEREY. 8. AIR CONDITIONING INSTALLED IN BOTH MIDDLE AND HIGH SCHOOL BUILIDINGS.9. CONTINUED MEMBERSHIP IN THE ROTARY CLUB OF MISSION SAN JOSE AS WELL AS MISSIONSAN JOSE AND FEMONT CHAMBER OF COMMERCES. 10. ON-GOING COMMUNITY SERVICE WORK WITHTHE CITY OF FREMONT: SABERCAT CREEK RESORATION PROJECT ONE SAN JOSE AND FEMONT CHAMBER OF COMMERCES. 10. ON-GOING COMMUNITY SERVICE WORK WITHTHE CITY OF FREMONT: SABERCAT CREEK RESORATION PROJECT ONE DAY A MONTH, FEED THEHUNGRY WITH ROTARY CLUB OF MSJ, TRI-CITY AND FREE THE CHILDREN. 11. CONDUCTEDINTERACTIVE MEETINGS WITH PARENTS WITH GUEST SPEAKERS ON COLLEGE ADMISSIONS,INTERNET SAFETY, ANTIBULLYING AND UNDERSTANDING THE MONTESSORI ADOLESCENT. 12.CONDUCTED SERVERAL PARENT INFROMATION MEETINGS, MIXERS AND AN END OF YEAR BBQ. 13.STUDENTS ENTERED AND EXCELLED IN THE ROTARY LEADERSHIP CAMP AND SPEECH CONTEST,REGIONAL SCIENCE BOWL, UN DAY IN SACRAMENTO, JUNIOR DEBATE CLUB, WORLD SAVVY, POINTEYES SCIENCE PROGRAM, AND CALIFORINIA CONSERVATION CORP.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ALISON BOARD OF DIRECTORS REVIEWED AND APPROVED THE FORM 990 PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL TAX FILINGS ARE PUBLICLY AVAILABLE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL TAX FILINGS ARE PUBLICLY AVAILABLE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ADADAD FORM 990,PART I, LINE 1 & PART III, LINE 1 - ORGANIZATION MISSIONTO ADVANCE THE TEACHING APPROACH DEVELOPED BY MARIA MONTESSORI, M.D. FOR THE BENEFITOF CHILDREN RESIDING IN SOUTHERN ALAMEDA COUNTY, CA. THE STAFF TEACHES ALGEBRA,ENGLISH GRAMMAR, COMPOSITION & LITERATURE, SPANISH, LATIN, MANDARIN, CHINESE &JAPANESE, GENERAL SCIENCE, IDIGITAL ARTS, ART HISTORY, THE HISTORY OF CIVILIZATIONWITH AN EMPHASIS ON INTELLECTUAL & POLITICAL FREEDOM, HUMAN ANATOMY AND DEVELOPMENT,NUTRITION,FIRST AID & CPR. FORM 990, PART III, LINE 4A - PROGRAM SERVICE ACCOMPLISHMENTS1. COMPLETED REVIEW BY WESTERN ASSOCIATION OF SCHOOLS AND COLLEGES. 2. RECEIVEDSIX YEAR UNPRECEDENTED RE-ACCREDITATION. 3. FIRST YEAR OF YEAR ROUND SCHOOL. 4.SUCCESSFULLY COMPLETED TWO REVIEWS BY TOP MONTES FORM 990,PART I, LINE 1 & PART III, LINE 1 - ORGANIZATION MISSIONTO ADVANCE THE TEACHING APPROACH DEVELOPED BY MARIA MONTESSORI, M.D. FOR THE BENEFITOF CHILDREN RESIDING IN SOUTHERN ALAMEDA COUNTY, CA. THE STAFF TEACHES ALGEBRA,ENGLISH GRAMMAR, COMPOSITION & LITERATURE, SPANISH, LATIN, MANDARIN, CHINESE &JAPANESE, GENERAL SCIENCE, IDIGITAL ARTS, ART HISTORY, THE HISTORY OF CIVILIZATIONWITH AN EMPHASIS ON INTELLECTUAL & POLITICAL FREEDOM, HUMAN ANATOMY AND DEVELOPMENT,NUTRITION,FIRST AID & CPR. FORM 990, PART III, LINE 4A - PROGRAM SERVICE ACCOMPLISHMENTS1. COMPLETED REVIEW BY WESTERN ASSOCIATION OF SCHOOLS AND COLLEGES. 2. RECEIVEDSIX YEAR UNPRECEDENTED RE-ACCREDITATION. 3. FIRST YEAR OF YEAR ROUND SCHOOL. 4.SUCCESSFULLY COMPLETED TWO REVIEWS BY TOP MONTESSORIANS, LINDA DAVIS & DR. BETSY COEFOR THE COMPLIANCE MONTESSORI TEACHING FOR AN ADOLESCENT PROGRAM. 5. SET UP ANEXCHANGE PROGRAM FOR IDEA SHARING WITH MARIN MONTESSORI AND CASA DE MERE. 6. TWOTEACHERS IN MONTESSORI TRAINING COMPLETED CERTIFICATION AND ENROLLED IN THEMONTESSORI ADOLESCENT INTEGRATIVE MASTERS PROGRAM. 7. OFF-SITE LEARNING EXCURSIONSINCLUEDED THE SCHOOL IN THE WOODS AT CAMP LODESTAR AND THE COASTAL BIOME TRIP INMONTEREY. 9. CONTINUED MEMBERSHIP IN THE ROTARY CLUB OF MISSION SAN JOSE AS WELL AS MISSIONSAN JOSE AND FEMONT CHAMBER OF COMMERCES. 10. ON-GOING COMMUNITY SERVICE WORK WITHTHE CITY OF FREMONT: SABERCAT CREEK RESORATION PROJECT ONE DAY A MONTH, FEED THEHUNGRY WITH ROTARY CLUB OF MSJ, TRI-CITY AND FREE THE CHILDREN. 11. CONDUCTEDINTERACTIVE MEETINGS WITH PARENTS WITH GUEST SPEAKERS ON COLLEGE ADMISSIONS,INTERNET SAFETY, ANTIBULLYING AND UNDERSTANDING THE MONTESSORI ADOLESCENT. 12.CONDUCTED SERVERAL PARENT INFROMATION MEETINGS, MIXERS AND AN END OF YEAR BBQ. 13.STUDENTS ENTERED AND EXCELLED IN THE ROTARY LEADERSHIP CAMP AND SPEECH CONTEST,REGIONAL SCIENCE BOWL, UN DAY IN SACRAMENTO, JUNIOR DEBATE CLUB, WORLD SAVVY, POINT REYES SCIENCE PROGRAM, AND CALIFORINIA CONSERVATION CORP.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990 availability to public Part VI line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Part III response or note to any other line in Part III
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0ERIC ALEXANDER
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ReturnHeader/BusinessOfficerGrp/PhoneNum05104451127
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALSION MONTESSORI FOUNDATION
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ReturnHeader/PreparerPersonGrp/PreparationDt02025-02-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SANJIV GUPTA
ReturnHeader/ReturnTs02025-02-17T18:01:31-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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