Shalom Montessori Co Annette Ferguson

Nonprofit profile at a glance

EIN
263426424
IRS 990-EZ coverage
2011–2014
Forms available
Form 990-EZ 2014
Location
Woodland Hills, CA, USA
Phone
8188843600
Rating
41
Verdict
MIXED
Rating confidence
Moderate
Sector
Elementary, Secondary Education, K - 12

Official website

Reported finances

Revenue
$67,172
Expenses
$76,971
Assets
$41,385
Liabilities
$26,141

Source: IRS Form 990-EZ. Selected filing: tax year 2014. Amounts in USD.

Leadership & pay

1 person listed

People named in this filing

  • ANNETTE FERGUSON (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 2014. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The mission of shalom montessori is to provide an excellent montessori environment in which to celebrate and foster each child's natural love of learning. We are dedicated to preparing children for lifelong learning by teaching cooperation, challenging intellects, nurturing the desire to learn and engendering self-confidence. We achieve this in an environment that is safe, fun, rewards curiosity and where the teachers care deeply about the development of the whole child. We have unshakable faith in the giftedness of all children and their ability to realize their fullest potential in a child-centered environment where it is safe for them to explore with all their senses, have successes, make mistakes and celebrate learning.

What it reported doing in 2014

Pre k-8- montessori school- provides education to children via the montessori method whereby its a child-centered, alternative educational method based on the child development.

Operating model

Revenue model
Donor-supported. 95% of the money available for current operations came from contributions and gifts.
Distribution model
No current program activity. The filing reports no program spending for the current year.

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: 0
  • Transparency & Controls: 100
  • Sustainability: 29
  • Growth: 0

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 0%; rating input score 0
  • Program expense ratio: 0%; rating input score 0

Transparency & Controls

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

Sustainability

  • Operating margin: -14.6%; rating input score 24; 24th percentile among comparable filings
  • Total-asset coverage ratio: 0.54; rating input score 32; 32nd percentile among comparable filings
  • Liabilities to assets ratio: 0.63; rating input score 10; 10th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 57; 57th percentile among comparable filings

Growth

  • Program expense growth: Limited
  • Revenue growth: -22.5% per year; rating input score 0; 18th percentile among comparable filings
  • Asset growth: -10.3% per year; rating input score 0; 23rd percentile among comparable filings

Details

  • Where the money goes: 0% of revenue deployed · 0% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment
  • Leadership: top reported pay $0 · 1 people listed
  • Consistency: 8 of 8 current checks pass
  • Schedules: 4 filed schedules
  • Filing history: 4 filing years from 2011 to 2014
  • 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.

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 — Financial Efficiency: Mission deployment rate scored 0/100.
  • High — Financial Efficiency: Program expense ratio scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Sustainability: Operating margin scored 24/100.
  • High — Growth: Asset growth scored 0/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 32/100.
  • High — Sustainability: Liabilities to assets ratio scored 10/100.
  • Review — Sustainability: Officer compensation ratio scored 57/100.
  • High — Grant Readiness: Automatic revocation: this organization had its federal tax-exempt status automatically revoked.