Access Montessori
Nonprofit profile at a glance
- EIN
- 473366708
- IRS 990-EZ coverage
- 2016–2024
- Forms available
- Form 990 2018, Form 990-EZ 2024
- Location
- Helena, MT, USA
- Phone
- 2064780406
- Rating
- 59
- Verdict
- MIXED
- Rating confidence
- Moderate
- Sector
- Educational Services and Schools - Other
Reported finances
- Revenue
- $30,277
- Expenses
- $29,463
- Assets
- $30,760
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
4 people listed
Executive titles in this filing
- Joanne Masseno (President)
- Jacquie Maughan (Executive Director)
People named in this filing
- Joanne Masseno (President)
- Kathleen Lloyd (Secretary)
- Deb Olson (Director)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
To serve as a link to resources and expertise to make birth-six Montessori programs and services available to the community.
What it reported doing in 2024
Establishment of Montessori based centers where educatorsfamilies and children age zero-six can access servicesresources and information in and about Montessori education
Operating model
- Revenue model
- Donor-supported. 99% of the money available for current operations came from contributions and gifts.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
MIXED - The filed numbers largely add up. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.
Rating breakdown
- Financial Efficiency: 47
- Transparency & Controls: 82
- Sustainability: 38
- Growth: 20
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 46.5%; rating input score 46
- Program expense ratio: 47.5%; rating input score 48
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: 2.7%; rating input score 51; 51st percentile among comparable filings
- Total-asset coverage ratio: 1.04; rating input score 48; 48th percentile among comparable filings
- Liabilities to assets ratio: Limited
- Officer compensation ratio: 49.4%; rating input score 3; 3rd percentile among comparable filings
Growth
- Program expense growth: -3.4% per year; rating input score 0; 39th percentile among comparable filings
- Revenue growth: -25.7% per year; rating input score 0; 12th percentile among comparable filings
- Asset growth: 6.5% per year; rating input score 100; 63rd percentile among comparable filings
Details
- Where the money goes: 46.5% of revenue deployed · 47.5% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 2 filed program accomplishments · $14K in reported program spending
- Leadership: top reported pay $0 · 4 people listed
- Consistency: 6 of 6 current checks pass
- Schedules: 2 filed schedules
- Filing history: 7 filing years from 2016 to 2024
- Contacts: How to reach this organization
- Money network: 1 filed money-flow record
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Moderate — Financial Efficiency: Mission deployment rate scored 46/100.
- Moderate — Financial Efficiency: Program expense ratio scored 48/100.
- High — Growth: Program expense growth scored 0/100.
- High — Growth: Revenue growth scored 0/100.
- Review — Sustainability: Operating margin scored 51/100.
- Moderate — Sustainability: Total-asset coverage ratio scored 48/100.
- High — Sustainability: Officer compensation ratio scored 3/100.