American Montessori Elementary

Nonprofit profile at a glance

EIN
460890169
IRS 990-EZ coverage
2014–2015
Forms available
Form 990-EZ 2015
Location
Roseville, CA, USA
Phone
9167840143
Rating
84
Verdict
STRONG
Rating confidence
Moderate
Sector
Elementary, Secondary Education, K - 12

Official website

Reported finances

Revenue
$143,693
Expenses
$134,588
Assets
$106,785
Liabilities
$44,083

Source: IRS Form 990-EZ. Selected filing: tax year 2015. Amounts in USD.

Leadership & pay

12 people listed

Executive titles in this filing

  • KATE HART (President)

People named in this filing

  • THERESA R JARNAGIN (Trustee)
  • KATE HART (President)
  • KENNY KELLOGG (Treasurer)

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 2015. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The mission of American Montessori Elementary (AME) is to provide an affordable, private Montessori-based elementary education that encourages our students to wonder, inquire, and be self-reliant, thus laying the foundation for a lifelong love of learning. AME will foster an environment for parents to actively participate in the education of their children while building lasting friendships and deepened ties to the community.

What it reported doing in 2015

Our organization operates as a private, non-profit Montessori Elementary school that generates revenue from tuition and fund-raising. The revenues and expenses reflected here are inclusive of AME's entire activities as a non-profit organization.

Operating model

Revenue model
Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
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

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Program spending has declined or grown slowly and revenue has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 96
  • Transparency & Controls: 82
  • Sustainability: 44
  • Growth: 20

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 93.7%; rating input score 94
  • Program expense ratio: 100%; rating input score 100

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 6.3%; rating input score 54; 54th percentile among comparable filings
  • Total-asset coverage ratio: 0.79; rating input score 56; 56th percentile among comparable filings
  • Liabilities to assets ratio: 0.41; rating input score 16; 16th percentile among comparable filings
  • Officer compensation ratio: 63.3%; rating input score 1; 1st percentile among comparable filings

Growth

  • Program expense growth: -35.5% per year; rating input score 0; 6th percentile among comparable filings
  • Revenue growth: -18.4% per year; rating input score 0; 4th percentile among comparable filings
  • Asset growth: 18.8% per year; rating input score 100; 74th percentile among comparable filings

Details

  • Where the money goes: 93.7% of revenue deployed · 100% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $135K in reported program spending
  • Leadership: top reported pay $0 · 12 people listed
  • Consistency: 7 of 7 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 2 filing years from 2014 to 2015
  • Contacts: How to reach this organization
  • Money network: 8 filed money-flow records
  • 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.

Grant-readiness screening is separate from the live rating, not a measure of program quality. Review the source records before making a grant decision.

  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • Review — Sustainability: Operating margin scored 54/100.
  • Review — Sustainability: Total-asset coverage ratio scored 56/100.
  • High — Sustainability: Officer compensation ratio scored 1/100.
  • High — Sustainability: Liabilities to assets ratio scored 16/100.
  • High — Grant Readiness: Automatic revocation: this organization had its federal tax-exempt status automatically revoked.