Civic Intelligence

Casa Montessori Inc.

990 • Fiscal year 2020 • EIN 95-2677920

Sep 01, 2019 to Aug 31, 2020 • Filed on Feb 14, 2021

Organization Profile

View Organization Page

17633 Lassen StreetNorthridge, CA 91325-1408

(818) 886-7922

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.12x

Higher debt load relative to assets than 53% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

82nd percentile

0.75x

Higher debt load relative to revenue than 82% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

23rd percentile

-9.1%

Higher net margin than 23% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

54th percentile

$69,848

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 11.2% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

39th percentile

1.9%

Faster asset growth than 39% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

27th percentile

-15%

Faster revenue growth than 27% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Up

$3,806,551

Up $71,402 (+1.9%) from 2019

Net Assets

Down

$3,340,333

Down $72,384 (-2.1%) from 2019

Liabilities

Up

$466,218

Up $143,786 (+45%) from 2019

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin23rd percentile

Revenue

Down

$624,107

Down $113,972 (-15%) from 2019

Expenses

Down

$681,210

Down $31,395 (-4.4%) from 2019

Net Income

Down

-$57,103

Down $82,577 (-324%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $3,706,860Liabilities 2011: $132,508Net Assets 2011: $3,574,3522011Assets 2012: $3,628,711Liabilities 2012: $152,603Net Assets 2012: $3,476,1082012Assets 2013: $3,624,468Liabilities 2013: $123,720Net Assets 2013: $3,500,7482013Assets 2014: $3,538,643Liabilities 2014: $54,806Net Assets 2014: $3,483,8372014Assets 2015: $3,500,908Liabilities 2015: $124,998Net Assets 2015: $3,375,9102015Assets 2016: $4,599,069Liabilities 2016: $254,533Net Assets 2016: $4,344,5362016Assets 2017: $3,765,550Liabilities 2017: $315,658Net Assets 2017: $3,449,8922017Assets 2018: $3,864,827Liabilities 2018: $313,437Net Assets 2018: $3,551,3902018Assets 2019: $3,735,149Liabilities 2019: $322,432Net Assets 2019: $3,412,7172019Assets 2020: $3,806,551Liabilities 2020: $466,218Net Assets 2020: $3,340,3332020Assets 2021: $3,843,408Liabilities 2021: $548,047Net Assets 2021: $3,295,3612021Assets 2022: $4,241,750Liabilities 2022: $944,010Net Assets 2022: $3,297,7402022Assets 2023: $3,328,812Liabilities 2023: $353,133Net Assets 2023: $2,975,6792023Assets 2024: $3,484,986Liabilities 2024: $508,098Net Assets 2024: $2,976,8882024Assets 2025: $3,448,784Liabilities 2025: $569,610Net Assets 2025: $2,879,1742025

Highlighted filing

2020

Assets$3,806,551
Liabilities$466,218
Net Assets$3,340,333
Open 2020 Filing

Operations Trend

Revenue Growth27th percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2011: $533,119Expenses 2011: $666,688Net Income 2011: -$133,5692011Expenses 2012: $563,3602012Revenue 2013: $555,254Expenses 2013: $529,814Net Income 2013: $25,4402013Revenue 2014: $483,088Expenses 2014: $464,512Net Income 2014: $18,5762014Revenue 2015: $499,174Expenses 2015: $548,697Net Income 2015: -$49,5232015Revenue 2016: $606,301Expenses 2016: $622,648Net Income 2016: -$16,3472016Revenue 2017: $698,258Expenses 2017: $618,651Net Income 2017: $79,6072017Revenue 2018: $759,422Expenses 2018: $657,924Net Income 2018: $101,4982018Revenue 2019: $738,079Expenses 2019: $712,605Net Income 2019: $25,4742019Revenue 2020: $624,107Expenses 2020: $681,210Net Income 2020: -$57,1032020Revenue 2021: $491,567Expenses 2021: $522,313Net Income 2021: -$30,7462021Revenue 2022: $751,246Expenses 2022: $748,867Net Income 2022: $2,3792022Revenue 2023: $1,240,887Expenses 2023: $1,207,917Net Income 2023: $32,9702023Revenue 2024: $1,511,526Expenses 2024: $1,441,486Net Income 2024: $70,0402024Revenue 2025: $1,147,584Expenses 2025: $1,246,704Net Income 2025: -$99,1202025

Highlighted filing

2020

Revenue$624,107
Expenses$681,210
Net Income-$57,103
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2019 to Aug 31, 2020
Signed
Feb 14, 2021
Return Version
2019v5.1
Gross Receipts
$626,922
Mission and Program Overview

Mission

Education of children at pre-school and elementary education levels

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,126,330$1,956,730▼ $169,600
Land, Buildings, and Equipment, Net$1,010,547$960,885▼ $49,662
Cash and Non-Interest-Bearing Accounts$312,488$638,191▲ $325,703
Intangible Assets$148,802$131,830▼ $16,972
Accounts Receivable$122,299$118,915▼ $3,384
Savings and Temporary Cash Investments$14,683--
Total Assets$3,735,149$3,806,551▲ $71,402
Liabilities
Deferred Revenue$318,241$392,261▲ $74,020
Accounts Payable and Accrued Expenses$4,191$73,957▲ $69,766
Total Liabilities$322,432$466,218▲ $143,786
Net Assets / Fund Balance
Net Assets With Donor Restrictions$3,412,717$3,340,333▼ $72,384
Total Net Assets Fund Balance$3,412,717$3,340,333▼ $72,384
Total Liabilities and Net Assets / Fund Balance$3,735,149$3,806,551▲ $71,402

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$763,587$1,173,317$1,936,904
Land$197,298-$197,298
Other Land Buildings-$151,121$151,121
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Consuelo ValeraDirectorFT$69,848$69,848

Board Members and Trustees

NameTitle
Sakura M LongPresident CEO
Richard M Long JdDirector
Sumiyo SumikawaDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$9,378
Program Service Revenue
$571,042
Investment Income
$0
Other Revenue
$43,687
Change in Net Assets
$-57,103
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$402,672
Other Expenses$278,538
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$190,355
Current Officers, Directors, Trustees, and Key Employees---$144,659
Depreciation Depletion-$66,634-$66,634
Other Expenses---$62,667
Other Employee Benefits---$40,580
Office Expenses---$28,467
Payroll Taxes$27,078--$27,078
Insurance---$23,596
Fees for Services Management---$18,506
Advertising---$15,685
Fees for Services Legal---$14,373
Total Functional Expenses$27,078$66,634$0$681,210
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$2,815
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
Federal income taxes-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
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
Filing and Contact Details

Filer

Filer Name
Casa Montessori Inc
EIN
95-2677920
Phone
8188867922
Address
17633 LASSEN STREET, NORTHRIDGE, CA 91325-1408

Signing Officer

Name
Consuelo Valera
Title
CEO
Signed
2021-02-14
Discuss with paid preparer
No

Organization Details

Formed
1971
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
4
Employees
9

Preparer

Firm
Victor V Fernandez CPA & Associates
Address
8533 Ranchito Avenue, Panorama, CA 91402
Preparer
Victor V Fernandez
Phone
8188915786
Supplemental Narrative

Additional Explanations

Form 990, Part I, Section 501C, Line 2

“Form 990 Part IV, Section 501C, Line 2 FORM 990, PART VI, LINE 2- BUSINESS OR FAMILY RELATION OF OFFICERS, DIRECTORS, ETC. SAKURA M LONG AND RICHARD M LONG JD SON ARE BOTH DIRECTORS SAKURA M LONG RECEIVES A MONTHLY SALARY , RICHARD M LONG JD RECEIVES NO MONETARY COMPENSATION FORM 990 PART VI LINE 6- EXPLANATION OF CLASESS OF MEMBERS OR SHAREHOLDER FOUNDING SHAREHOLDER SAKURA M. LONG OTHER DIRECTORS ARE APPOINTED BY SAKURA M LONG FORM 990 PART VI, LINE 11B - FORM 990 REVIEW PROCESS THE FORM 990 IS REVIEWED BY THE PRESIDENT AND CEO PRIOR TO FILING FORM 990, PART VI LINE 19 OTHER ORGANIZATION DOCUMENTS PUBLICLY AVAILABLE NO DOCUMENTS AVAILABLE TO THE PULIC.”

Raw XML Appendix339 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Form 990 Part IV, Section 501C, Line 2 FORM 990, PART VI, LINE 2- BUSINESS OR FAMILY RELATION OF OFFICERS, DIRECTORS, ETC. SAKURA M LONG AND RICHARD M LONG JD SON ARE BOTH DIRECTORS SAKURA M LONG RECEIVES A MONTHLY SALARY , RICHARD M LONG JD RECEIVES NO MONETARY COMPENSATION FORM 990 PART VI LINE 6- EXPLANATION OF CLASESS OF MEMBERS OR SHAREHOLDER FOUNDING SHAREHOLDER SAKURA M. LONG OTHER DIRECTORS ARE APPOINTED BY SAKURA M LONG FORM 990 PART VI, LINE 11B - FORM 990 REVIEW PROCESS THE FORM 990 IS REVIEWED BY THE PRESIDENT AND CEO PRIOR TO FILING FORM 990, PART VI LINE 19 OTHER ORGANIZATION DOCUMENTS PUBLICLY AVAILABLE NO DOCUMENTS AVAILABLE TO THE PULIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part I, Section 501C, Line 2
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IRS990/TotalContributionsAmt09378
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt066634
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt027078
IRS990/TotalFunctionalExpensesGrp/TotalAmt0681210
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0322432
IRS990/TotalLiabilitiesEOYAmt0466218
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IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03412717
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IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt018625
IRS990/TotalProgramServiceRevenueAmt0571042
IRS990/TotalReportableCompFromOrgAmt069848
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IRS990/TypeOfOrganizationCorpInd0X
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IRS990/USAddress/AddressLine1Txt017633 LASSEN STREET
IRS990/USAddress/CityNm0NORTHRIDGE
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd091325
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0CONSUELO VALERA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-02-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CASA MONTESSORI INC
ReturnHeader/Filer/BusinessNameControlTxt0CASA
ReturnHeader/Filer/EIN0952677920
ReturnHeader/Filer/PhoneNum08188867922
ReturnHeader/Filer/USAddress/AddressLine1Txt017633 LASSEN STREET
ReturnHeader/Filer/USAddress/CityNm0NORTHRIDGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0913251408
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0VICTOR V FERNANDEZ CPA & ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08533 Ranchito Avenue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Panorama
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091402
ReturnHeader/PreparerPersonGrp/PhoneNum08188915786
ReturnHeader/PreparerPersonGrp/PreparationDt02021-02-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0VICTOR V FERNANDEZ
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-02-14T02:11:10-00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-09-01
ReturnHeader/TaxPeriodEndDt02020-08-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,806,551
Liabilities
$466,218
Net assets
$3,340,333
Revenue
$624,107
Expenses
$681,210
Net income
-$57,103
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.45$0.57$2.88$1.15$1.25$0.10
2024Detailed filing. Detailed filing data is available for this year.$3.48$0.51$2.98$1.51$1.44$0.07
2023Detailed filing. Detailed filing data is available for this year.$3.33$0.35$2.98$1.24$1.21$0.03
2022Detailed filing. Detailed filing data is available for this year.$4.24$0.94$3.30$0.75$0.75$0.00
2021Detailed filing. Detailed filing data is available for this year.$3.84$0.55$3.30$0.49$0.52$0.03
2020Detailed filing. Detailed filing data is available for this year.$3.81$0.47$3.34$0.62$0.68$0.06
2019Detailed filing. Detailed filing data is available for this year.$3.74$0.32$3.41$0.74$0.71$0.03
2018Summary only. Only limited summary data is available for this year.$3.86$0.31$3.55$0.76$0.66$0.10
2017Summary only. Only limited summary data is available for this year.$3.77$0.32$3.45$0.70$0.62$0.08
2016Summary only. Only limited summary data is available for this year.$4.60$0.25$4.34$0.61$0.62$0.02
2015Summary only. Only limited summary data is available for this year.$3.50$0.12$3.38$0.50$0.55$0.05
2014Summary only. Only limited summary data is available for this year.$3.54$0.05$3.48$0.48$0.46$0.02
2013Summary only. Only limited summary data is available for this year.$3.62$0.12$3.50$0.56$0.53$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.63$0.15$3.48$0.56
2011Summary only. Only limited summary data is available for this year.$3.71$0.13$3.57$0.53$0.67$0.13