CASA DI MIR MONTESSORI ELEMENTARY SCHOOL: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- CASA DI MIR MONTESSORI ELEMENTARY SCHOOL (EIN 77-0280511)
- Tax period
- 2014-09-01 to 2015-08-31
- Filed
- 2016-01-14
- IRS object ID
- 201630149349301623
- Schema version
- 2014v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule G
- Schedule I
- Schedule L
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-01-14T20:11:10-06:00 | ReturnTs |
| Tax Period End | 2015-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 263939360 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOMAN ACCOUNTING GROUP INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 UNION AVENUE SUITE 210 | AddressLine1Txt |
| City | CAMPBELL | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95008 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770280511 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CASA DI MIR MONTESSORI ELEMENTARY SCHOOL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CASA | BusinessNameControlTxt |
| Phone | 4083703073 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 90 E LATIMER AVENUE | AddressLine1Txt |
| City | CAMPBELL | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95008 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WANDA WHITEHEAD | PersonNm |
| Person Title | HEAD OF SCHOOL | PersonTitleTxt |
| Phone | 4083703073 | PhoneNum |
| Signature | 2016-01-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LYNDA R BOMAN CPA | PreparerPersonNm |
| PTIN | P00135429 | PTIN |
| Phone | 4088662004 | PhoneNum |
| Preparation | 2016-01-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | WANDA WHITEHEAD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 90 E LATIMER AVENUE | AddressLine1Txt |
| City | CAMPBELL | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95008 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,275,334 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CASADIMIR.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1991 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE AN AUTHENTIC MONTESSORI EDUCATION IN A NURTURING SCHOOL COMMUNITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 49 | TotalEmployeeCnt |
| Total Volunteers | 95 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $102,613 | PYContributionsGrantsAmt |
| CY Contributions Grants | $120,918 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,889,298 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,142,511 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,063 | PYInvestmentIncomeAmt |
| CY Investment Income | -$3,169 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,184 | PYOtherRevenueAmt |
| CY Other Revenue | $1,167 | CYOtherRevenueAmt |
| PY Total Revenue | $1,998,158 | PYTotalRevenueAmt |
| CY Total Revenue | $2,261,427 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $63,130 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $38,330 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,298,198 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,525,514 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $1,700 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $39,449 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $598,378 | PYOtherExpensesAmt |
| CY Other Expenses | $627,890 | CYOtherExpensesAmt |
| PY Total Expenses | $1,961,406 | PYTotalExpensesAmt |
| CY Total Expenses | $2,191,734 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $36,752 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $69,693 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,817,452 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,086,722 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,128,411 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,327,988 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $689,041 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $758,734 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE AN AUTHENTIC MONTESSORI EDUCATION IN A NURTURING SCHOOL COMMUNITY. WITH A STRONG EMPHASIS ON ACADEMICS, CREATIVITY AND PEACE EDUCATION, WE PROVIDE A LEARNING EXPERIENCE THAT PROMOTES CONFIDENCE, INDIVIDUAL RESPONSIBILITY AND A STRONG SENSE OF GLOBAL CITIZENSHIP. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,612,931 | ExpenseAmt |
| Grant | $38,330 | GrantAmt |
| Revenue | $2,137,755 | RevenueAmt |
| Desc | TO PROVIDE QUALITY MONTESSORI EDUCATION TO STUDENTS ATTENDING PRESCHOOL THROUGH MIDDLE SCHOOL IN ACCORDANCE WITH THE PRINCIPLES SET FORTH BY THE AMERICAN MONTESSORI SOCIETY | Desc |
| Total Program Service Expenses | $1,612,931 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 22 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 49 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WANDA WHITEHEAD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4083703073 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 90 E LATIMER AVENUE | AddressLine1Txt |
| City | CAMPBELL | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95008 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| ALEX VELASQUEZ | ||||||
| PRESIDENT | 5.00 | Yes (X) | $0 | $0 | $0 | |
| JESSICA LEE-MESSER | ||||||
| VICE PRESIDENT | 5.00 | Yes (X) | $0 | $0 | $0 | |
| MARTHA RYAN | ||||||
| SECRETARY | 5.00 | Yes (X) | $0 | $0 | $0 | |
| KAZUKO AGUEROS | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| MATT HANLON | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| BRIT KRUEGER | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| DAVE OESTERREICH | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| MANDY SMITH | ||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| WANDA WHITEHEAD | ||||||
| HEAD OF SCHOOL | 40.00 | Yes (X) | $90,368 | $0 | $13,078 | Yes (X) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $90,368 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $13,078 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $10,269 | FundraisingAmt |
| All Other Contributions | $110,649 | AllOtherContributionsAmt |
| Total Contributions | $120,918 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TUITION AND FEES | Desc |
| Business | 611110 | BusinessCd |
| Total Revenue Column | $2,142,511 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,142,511 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,142,511 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,622 | TotalRevenueColumnAmt |
| Exclusion | $2,622 | ExclusionAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $5,791 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -$5,791 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$5,791 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$5,791 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $8,248 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $10,269 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $8,116 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $132 | TotalRevenueColumnAmt |
| Exclusion | $132 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $1,035 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,035 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,035 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,261,427 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,137,755 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,754 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,330 | TotalAmt |
| Program Services | $38,330 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97,178 | TotalAmt |
| Management And General | $97,178 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,171,195 | TotalAmt |
| Program Services | $893,448 | ProgramServicesAmt |
| Management And General | $241,970 | ManagementAndGeneralAmt |
| Fundraising | $35,777 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $151,132 | TotalAmt |
| Program Services | $109,670 | ProgramServicesAmt |
| Management And General | $41,462 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,009 | TotalAmt |
| Program Services | $74,206 | ProgramServicesAmt |
| Management And General | $31,803 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,050 | TotalAmt |
| Management And General | $10,050 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,897 | TotalAmt |
| Management And General | $16,897 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,810 | TotalAmt |
| Program Services | $4,314 | ProgramServicesAmt |
| Management And General | $3,258 | ManagementAndGeneralAmt |
| Fundraising | $2,238 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $391,946 | TotalAmt |
| Program Services | $342,367 | ProgramServicesAmt |
| Management And General | $49,579 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,883 | TotalAmt |
| Program Services | $44,895 | ProgramServicesAmt |
| Management And General | $4,988 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,639 | TotalAmt |
| Management And General | $8,639 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| OTHER EDUCATIONAL EXPEN | $62,180 | $62,180 | ||
| EDUCATIONAL SUPPLIES | $37,717 | $37,717 | ||
| FEES | $24,459 | $24,459 | ||
| ADMINISTRATIVE | $16,196 | $5,804 | $8,958 | $1,434 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $113 | TotalAmt |
| Management And General | $113 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,191,734 | TotalAmt |
| Program Services | $1,612,931 | ProgramServicesAmt |
| Management And General | $539,354 | ManagementAndGeneralAmt |
| Fundraising | $39,449 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $505,431 | BOYAmt |
| EOY | $810,258 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $974,452 | BOYAmt |
| EOY | $976,835 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $199 | BOYAmt |
| EOY | $8 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,918 | BOYAmt |
| EOY | $2,804 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $775,060 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $532,361 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $286,121 | BOYAmt |
| EOY | $242,699 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,331 | BOYAmt |
| EOY | $54,118 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,817,452 | BOYAmt |
| EOY | $2,086,722 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,000 | BOYAmt |
| EOY | $28,110 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,122,411 | BOYAmt |
| EOY | $1,299,878 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,128,411 | BOYAmt |
| EOY | $1,327,988 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $689,041 | BOYAmt |
| EOY | $758,734 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $689,041 | BOYAmt |
| EOY | $758,734 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,817,452 | BOYAmt |
| EOY | $2,086,722 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $69,693 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $565,122 | OtherCostOrOtherBasisAmt |
| Depreciation | $432,788 | DepreciationAmt |
| Book Value | $132,334 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $209,938 | OtherCostOrOtherBasisAmt |
| Depreciation | $99,573 | DepreciationAmt |
| Book Value | $110,365 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $242,699 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED TUITION REVENUE | Desc |
| Amt | $1,299,878 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,299,878 | TotalLiabilityAmt |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | 0 | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE E, PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | STATEMENT OF NON DISCRIMINATION IS INCLUDED IN MATERIALS USED TO ATTRACT STUDENTS TO THE SCHOOL, INCLUDING BROCHURES AND WEBSITE. NOTICE OF NON-DISCRIMINATORY POLICY WAS PUBLISHED IN THE SAN FRANCISCO CHRONICLE. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | JOG-A-THON | Event1Nm |
| Gross Receipts Event1 | $5,017 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $5,017 | CharitableContriEvent1Amt |
| Event2 | MS FUNDRAISER | Event2Nm |
| Gross Receipts Event2 | $5,252 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $2,525 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $2,727 | GrossRevenueEvent2Amt |
| Gross Receipts Total | $10,269 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $7,542 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $2,727 | GrossRevenueTotalEventsAmt |
| Net Income Summary | $2,727 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | TUITION ASSISTANCE | GrantTypeTxt |
| Recipient | 7 | RecipientCnt |
| Cash Grant | $38,330 | CashGrantAmt |
| Valuation Method Used | BOOK VALUE | ValuationMethodUsedDesc |
| Non Cash Assistance | FINANCIAL ASSISTANCE PROVIDED TO STUDENTS | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | TUITION ASSISTANCE IS PROVIDED TO FAMILIES WITH DEMONSTRATED NEED. THE SCHOOL UTILIZES THE SERVICES OF "FACTS" GRANT AND AID ASSESSMENT IN ANALYZING AND ASSESSING FAMILY NEED. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HARVEY WHITEHEAD | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | HUSBAND OF HEAD OF SCHOOL | RelationshipDescriptionTxt |
| Transaction | $3,450 | TransactionAmt |
| Transaction | ORGANIZATION PURCHASED SHELVES AND CABINETS FROM WEST VALLEY WOODWORKING. COMPANY IS OWNED BY WANDA WHITEHEAD'S HUSBAND. | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | A COMPLETED COPY OF THE 990 WAS PROVIDED TO THE FULL BOARD PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | RESPONSES RECEIVED FROM ANNUAL STATEMENT REGARDING CONFLICT OF INTEREST ARE REVIEWED FOR ANY CONFLICTS |
| FORM 990, PART VI, SECTION B, LINE 15A | THE HEAD OF SCHOOL COMMITTEE IS CHARGED WITH SETTING THE ANNUAL COMPENSATION FOR THE HEAD OF SCHOOL AT CASA DI MIR. THE FOLLOWING PROCESS IS FOLLOWED: 1 - THE COMMITTEE GATHERS INFORMATION ON HEAD OF SCHOOL SALARIES FOR COMPARABLE SCHOOLS AND LOCAL SCHOOLS UTILIZING GUIDESTAR. 2 - THE COMMITTEE IS PROVIDED WITH SALARY COMPARISON DATA THROUGH THE CALIFORNIA INDEPENDENT SCHOOL BUSINESS OFFICERS ASSOCIATION. 3 - THE COMMITTEE REVIEWS HEAD OF SCHOOL SALARY INFORMATION FROM THE AMERICAN MONTESSORI SOCIETY AND AMERICAN MONTESSORI INTERNATIONAL. 4 - THE COMMITTEE MAKES A RECOMMENDATION TO THE BOARD AND THE BOARD VOTES TO APPROVE OR NOT APPROVE THE ANNUAL COMPENSATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |