Monica Ros School Inc
Nonprofit profile at a glance
- EIN
- 952555709
- IRS 990 coverage
- 2013–2024
- Forms available
- Form 990 2024
- Location
- Ojai, CA, USA
- Phone
- 8056468184
- Rating
- 84
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Kindergarten, Preschool, Nursery School, Early Admissions
Reported finances
- Revenue
- $2,329,948
- Expenses
- $2,380,603
- Assets
- $4,574,289
- Liabilities
- $1,614,732
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
11 people listed
Executive titles in this filing
- PIPER PRESLEY (President)
- SANDER VAN OTTERLOO (Vice President)
People named in this filing
- KRISTEN SMITH (Treasurer)
- PIPER PRESLEY (President)
- SAMANTHA CALISTO (Trustee)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Monica Ros School is committed to educating young children ages 18 months to 9 years of age, providing an environment of safety and freedom of self expression to our students. We maintain a 9 month traditional school year, and also offer enrollment classes after school and over the summer months.
What it reported doing in 2024
Primary education is offered to preschool through third grade students. Monica Ros School follows a nine month traditional school year beginning August and ending in June every year. Scholarships are offered to students in financial need.
Operating model
- Revenue model
- Earned-program. 94% of the money available for current operations came from fees and other program revenue.
- Distribution model
- Direct operator. The filing allocates 95% 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. Some filing-based governance responses are negative or unanswered and expenses are high relative to revenue.
Rating breakdown
- Financial Efficiency: 80
- Transparency & Controls: 94
- Accountability: 82
- Sustainability: 44
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 90.6%; rating input score 91
- Program expense ratio: 89.3%; rating input score 89
- Fundraising efficiency: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
- Pay-setting controls: Limited
- Foreign activity oversight: Limited
- Grant itemization coverage: 100%; rating input score 100; 72nd percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Limited
Accountability
- Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
- Governance controls: 4 of 7 controls in place; rating input score 57
- Conflict-of-interest policy: Pass
- Whistleblower policy: Fail
- Document-retention policy: Pass
- CEO compensation review process: NotApplicable
- Other executive compensation review process: NotApplicable
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Missing
- Independent financial-statement audit: Fail
Sustainability
- Operating margin: -2.2%; rating input score 26; 26th percentile among comparable filings
- Total-asset coverage ratio: 1.92; rating input score 60; 60th percentile among comparable filings
- Liabilities to assets ratio: 0.35; rating input score 30; 30th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 91; 91st percentile among comparable filings
Growth
- Program expense growth: 8.5% per year; rating input score 100; 58th percentile among comparable filings
- Revenue growth: 7.3% per year; rating input score 100; 56th percentile among comparable filings
- Asset growth: 16.6% per year; rating input score 100; 78th percentile among comparable filings
Details
- Where the money goes: 90.6% of revenue deployed · 89.3% of spending went to programs
- Governance: 11 of 11 board members independent · 4 of 7 filing controls reported
- Programs: 4 filed program accomplishments · $2.1M in reported program spending
- Leadership: top reported pay $0 · 11 people listed
- Consistency: 30 of 30 current checks pass
- Schedules: 7 filed schedules · includes major donors and grants
- Filing history: 11 filing years from 2013 to 2024
- Contacts: How to reach this organization
- Money network: Resolved incoming and outgoing counterparties from filed money flows.
- 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.
- Review — Accountability: Governance controls: 2 of 6 not reported.
- High — Sustainability: Operating margin scored 26/100.
- Moderate — Sustainability: Liabilities to assets ratio scored 30/100.
- Review — Grant Readiness: California registration: this organization could not be resolved against the register, so the check is unfinished.