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Nonprofit · EIN 80-0301212

ALLIANCE FOR EQUITY IN MONTESSORI EDUCATION

Also known as LCMCS PTO

Tax-exempt · PORTLAND, OR 97239

Financials

$798K$694K2022$910K$855K2023$810K$886K2024
Revenue Expenses · by fiscal year end
Financials of ALLIANCE FOR EQUITY IN MONTESSORI EDUCATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$809,689$885,973-$76,284$246,514$13,674$232,840
June 30, 2024990$910,201$855,407$54,794$324,862$15,738$309,124
June 30, 2023990$797,638$694,025$103,613$271,299$16,969$254,330
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$809,426
of which government grants
$804,430
Program service revenue
$0
Investment income
$106
Other revenue
$157

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$110,524
Other salaries and wages
$527,664
Salaries, compensation and benefits (total)
$800,130
Professional fundraising fees
$0
Program services (functional)
$838,984
Management and general (functional)
$46,989

Balance sheet and other

Total assets, start of year
$324,862
Total assets, end of year
$246,514
Total liabilities, end of year
$13,674
Net assets, end of year
$232,840
Net assets without donor restrictions
$185,057
Net assets with donor restrictions
$47,783
Gross receipts
$809,689
Employees
22
Volunteers
13
Year formed
2019
State of legal domicile
OR

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
LIORA BERRYExecutive Dir.
Officer
40$94,223$11,873
TOM BULLPresident
Trustee or director, Officer
5$0$0
KATIE REICHSecretary
Trustee or director, Officer
1$0$0
JEFF PERRYTreasurer
Trustee or director, Officer
1$0$0
DENIZ CONGERDirector
Trustee or director
1$0$0
DAVE AYERDirector
Trustee or director
1$0$0
990 for the year ended June 30, 2024: 8 people
NameTitleHours / weekCompensationOther / benefits
LIORA BERRYExecutive Dir.
Officer
40$95,302$11,996
TOM BULLPresident
Trustee or director, Officer
5$0$0
NANCY CORONADOSecretary
Trustee or director, Officer
1$0$0
JEFF PERRYTreasurer
Trustee or director, Officer
1$0$0
MARK LANGSETHDirector
Trustee or director
1$0$0
DENIZ CONGERDirector
Trustee or director
1$0$0
DAVE AYERDirector
Trustee or director
1$0$0
RAKESH PATELDirector
Trustee or director
1$0$0
990 for the year ended June 30, 2023: 8 people
NameTitleHours / weekCompensationOther / benefits
LIORA BERRYExecutive Dir.
Officer
40$88,917$9,901
TOM BULLPresident
Trustee or director, Officer
5$0$0
NANCY CORONADOSecretary
Trustee or director, Officer
1$0$0
JEFF PERRYTreasurer
Trustee or director, Officer
1$0$0
MARK LANGSETHDirector
Trustee or director
1$0$0
DENIZ CONGERDirector
Trustee or director
1$0$0
DAVE AYERDirector
Trustee or director
1$0$0
LAVELL WOODDirector
Trustee or director
1$0$0

Address and contacts

Address (IRS master file)
6380 SW CAPITOL HWY, PORTLAND, OR 97239-1938
In care of
% LIORA BERRY
Mailing address (990-N for 2016)
15600 SE 232ND DR, Damascus OR 97089
Principal officer (990 for 2024)
LIORA BERRY, PO Box 6569, Beaverton, OR 97007
Principal officer (990-N for 2016)
Marcella Martinson, 3105 Summerlinn Dr, West Linn OR 97068
Signed the 990
LIORA BERRY, Executive Dir.
Phone
(503) 893-5598
Return prepared by
KERN & THOMPSON LLC

Mission

OUR MISSION - EQUITY, ACCESS, AND CHOICE. WE INCREASE ACCESS TO HIGH-QUALITY, EARLY CHILDHOOD EDUCATION FOR CHILDREN AND FAMILIES IMPACTED BY ECONOMIC AND RACIAL INEQUITIES BY PROVIDING TUITION-FREE MONTESSORI SCHOOLS FOR PRESCHOOL-AGE CHILDREN.

990 for the year ended June 30, 2025

Program accomplishments

  • WE OPERATE A TWO CLASSROOM PRESCHOOL ONSITE AT ALDER ELEMENTARY SCHOOL IN THE REYNOLDS SCHOOL DISTRICT, SERVING CHILDREN AGES 3 AND 4 AT ENTRY, THE MAJORITY OF WHOM ARE DUAL LANGUAGE LEARNERS. WE PRIORITIZE CHILDREN ARE FROM THE ALDER ELEMENTARY CATCHMENT AREA. WE DO NOT CHARGE TUITION. CLASSROOMS OFFER SCHOOL DAY MONDAY - FRIDAY MONTESSORI EARLY CHILDHOOD EDUCATION, WITH TWO MEALS PER DAY AND SPECIALIZED TRANSPORTATION TO AND FROM SCHOOL FOR STUDENTS. THE PROGRAM EARNED A SPARK 4-STAR RATING. WE ARE IN THE PROCESS OF EXPANDING OPERATIONS TO ADD NEW CLASSROOMS AND NEW PRESCHOOLS IN THE FUTURE YEARS.
    Expenses $838,984

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
80-0301212
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (509(a)(2))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2011
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B11)
Assets (IRS master file)
$246,514
Income (IRS master file)
$809,689

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$809,689$885,973$246,514XML
990June 2024$910,201$855,407$324,862XML
990June 2023$797,638$694,025$271,299XML
990June 2022–––IRS
990June 2021–––IRS
990June 2020–––IRS
990-N for 2016
Officer: Marcella Martinson
June 30, 2017≤ $50,000 receipts––e-Postcard

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 80-0301212).

Questions about ALLIANCE FOR EQUITY IN MONTESSORI EDUCATION

What is the EIN of ALLIANCE FOR EQUITY IN MONTESSORI EDUCATION?
The employer identification number (EIN) of ALLIANCE FOR EQUITY IN MONTESSORI EDUCATION is 80-0301212.
Is ALLIANCE FOR EQUITY IN MONTESSORI EDUCATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
Are donations to ALLIANCE FOR EQUITY IN MONTESSORI EDUCATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does ALLIANCE FOR EQUITY IN MONTESSORI EDUCATION file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of ALLIANCE FOR EQUITY IN MONTESSORI EDUCATION due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ALLIANCE FOR EQUITY IN MONTESSORI EDUCATION last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of ALLIANCE FOR EQUITY IN MONTESSORI EDUCATION?
The 990 for the year ended June 30, 2025 names LIORA BERRY.
Who are the officers and directors of ALLIANCE FOR EQUITY IN MONTESSORI EDUCATION?
The 990 for the year ended June 30, 2025 lists 6 people; 1 received compensation from the organization, the highest $94,223 (LIORA BERRY, Executive Dir.).
How much revenue does ALLIANCE FOR EQUITY IN MONTESSORI EDUCATION have?
On its 990 for the year ended June 30, 2025 it reported revenue of $809,689, expenses of $885,973 and total assets of $246,514 at year end.

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