Country Day Montessori School

Nonprofit profile at a glance

EIN
850580847
IRS 990-EZ coverage
2023–2024
Forms available
Form 990-EZ 2024
Location
Coushatta, LA, USA
Rating
89
Verdict
STRONG
Rating confidence
Moderate
Sector
Elementary, Secondary Education, K - 12

Reported finances

Revenue
$198,353
Expenses
$172,391
Assets
$92,958
Liabilities
$17,455

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

3 people listed

Executive titles in this filing

  • Katie Halbmaier (President)
  • Dan Dupree (Vice President)

People named in this filing

  • Katie Halbmaier (President)
  • Raylie Hardy (Treasurer)
  • Dan Dupree (Vice President)

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

Organized exclusively for purposes subsequent to Section 501 c3 of the Internal Revenue Code. We are a Montessori school educating students from grades Prek3 through 12th.

What it reported doing in 2024

Education of students

Operating model

Revenue model
Other-operating. 100% of the money available for current operations came from other operating revenue.
Distribution model
Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Some filed totals do not add up and total assets are small relative to annual expenses; liquid coverage is unknown.

Rating breakdown

  • Financial Efficiency: 98
  • Transparency & Controls: 82
  • Sustainability: 52
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 96.9%; rating input score 97
  • Program expense ratio: 100%; rating input score 100

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 13.1%; rating input score 64; 64th percentile among comparable filings
  • Total-asset coverage ratio: 0.54; rating input score 40; 40th percentile among comparable filings
  • Liabilities to assets ratio: 0.19; rating input score 19; 19th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings

Growth

  • Program expense growth: 25.3% per year; rating input score 100; 81st percentile among comparable filings
  • Revenue growth: 15.5% per year; rating input score 100; 78th percentile among comparable filings
  • Asset growth: 46.5% per year; rating input score 100; 93rd percentile among comparable filings

Details

  • Where the money goes: 96.9% of revenue deployed · 100% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $192K in reported program spending
  • Leadership: top reported pay $0 · 3 people listed
  • Consistency: 6 of 7 current checks pass · 1 finding to review
  • Schedules: 3 filed schedules
  • Filing history: 2 filing years from 2023 to 2024
  • Contacts: How to reach this organization
  • 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 — Transparency & Controls: Part III program expenses within total did not reconcile in the filed values.
  • Moderate — Sustainability: Total-asset coverage ratio scored 40/100.
  • High — Sustainability: Liabilities to assets ratio scored 19/100.