Portland Montessori School
- Assets
- $2.4m
- Revenue
- $2.4m
- Investments
- $0.0
- Employees
- 55
- Location
- Portland, OR
- Founding
- 08/2014
- Data as of
- 06/2023
- EIN
- 46-0878707
Organization Overview
Portland Montessori School is located in Portland, OR. The organization was established in 2014. According to its NTEE Classification (B20) the organization is classified as: Elementary & Secondary Schools, under the broad grouping of Education and related organizations. As of 06/2023, Portland Montessori School employed 55 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Portland Montessori School is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2023, Portland Montessori School generated $2.4m in total revenue. This represents relatively stable growth, over the past 8 years the organization has increased revenue by an average of 3.7% each year. All expenses for the organization totaled $2.3m during the year ending 06/2023. While expenses have increased by 3.1% per year over the past 8 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2023
Describe the Organization's Mission:
Part 3 - Line 1
GUIDES EACH CHILD'S JOYFUL QUEST TO REACH INTELLECTUAL, SPIRITUAL, SOCIAL AND EMOTIONAL POTENTIAL.
Describe the Organization's Program Activity:
Part 3 - Line 4a
THE SCHOOL EDUCATES CHILDREN FROM AGES 15 - 30 MONTHS IN OUR TODDLER PROGRAM, 2 1/2 TO 6 IN ITS PRIMARY PROGRAM AND STUDENTS IN GRADES ONE THROUGH SIX IN ITS ELEMENTARY PROGRAM, ACCORDING TO THE MONTESSORI METHOD. ADDITIONALLY, AFTER SCHOOL ENRICHMENT PROGRAMS AND SCHOOL BREAK CAMPS ARE OFFERED.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Deniz Conger Interim Executive Director | Officer | 40 | $32,840 |
Jessica Willey President | OfficerTrustee | 2 | $0 |
Lisa Traxler Secretary | OfficerTrustee | 2 | $0 |
Jessica Carter Executive Director | Officer | 40 | $74,184 |
Andrea Sommer Treasurer | OfficerTrustee | 1 | $0 |
Jeni Axline Vuice President | OfficerTrustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $22,062 |
| Related organizations | $0 |
| Government grants | $632,588 |
| All other contributions, gifts, grants, and similar amounts not included above | $0 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $654,650 |
| Total Program Service Revenue | $1,716,128 |
| Investment income | $5,775 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $17,677 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $2,405,588 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $137,325 |
| Compensation of current officers, directors, key employees. | $10,986 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $1,320,036 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $142,108 |
| Payroll taxes | $137,199 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $36,542 |
| Fees for services: Accounting | $9,050 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $35,140 |
| Advertising and promotion | $2,388 |
| Office expenses | $73,178 |
| Information technology | $2,778 |
| Royalties | $0 |
| Occupancy | $240,176 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $6,595 |
| Insurance | $27,866 |
| All other expenses | $2,870 |
| Total functional expenses | $2,317,483 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $278 |
| Savings and temporary cash investments | $874,262 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $2,400 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $15,554 |
| Net Land, buildings, and equipment | $46,297 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $1,499,232 |
| Total assets | $2,438,023 |
| Accounts payable and accrued expenses | $98,812 |
| Grants payable | $0 |
| Deferred revenue | $44,044 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $115,576 |
| Other liabilities | $1,533,233 |
| Total liabilities | $1,791,665 |
| Net assets without donor restrictions | $646,358 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $2,438,023 |