ALSION MONTESSORI FOUNDATION

EIN: 943351924 501(c)(3) Education

FREMONT, CA

Total Revenue
$1,301,524
Total Expenses
$1,149,599
Total Assets
$1,475,216
Net Assets
$609,630
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2000
Legal Domicile
CA
Principal Officer
ERIC ALEXANDER CFO
Tax Period
2023-07-01 to 2024-06-30

ALSION MONTESSORI FOUNDATION, founded in 2000, is a community nonprofit in the Education sector that reported $1.3M in total revenue in fiscal year 2023. Revenue grew 16% year-over-year, indicating healthy expansion. Expenses of $1.1M left a modest 12% surplus.

Program Service Accomplishments

Program 1
Expenses: $1,149,599

1. COMPLETED REVIEW BY WESTERN ASSOCIATION OF SCHOOLS AND COLLEGES. 2. RECEIVEDSIX YEAR UNPRECEDENTED RE-ACCREDITATION. 3. FIRST YEAR OF YEAR ROUND SCHOOL. 4.SUCCESSFULLY COMPLETED TWO REVIEWS BY TOP...

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1. COMPLETED REVIEW BY WESTERN ASSOCIATION OF SCHOOLS AND COLLEGES. 2. RECEIVEDSIX YEAR UNPRECEDENTED RE-ACCREDITATION. 3. FIRST YEAR OF YEAR ROUND SCHOOL. 4.SUCCESSFULLY COMPLETED TWO REVIEWS BY TOP MONTESSORIANS, LINDA DAVIS & DR. BETSY COEFOR THE COMPLIANCE MONTESSORI TEACHING FOR AN ADOLESCENT PROGRAM. 5. SET UP ANEXCHANGE PROGRAM FOR IDEA SHARING WITH MARIN MONTESSORI AND CASA DE MERE. 6. TWOTEACHERS IN MONTESSORI TRAINING COMPLETED CERTIFICATION AND ENROLLED IN THEMONTESSORI ADOLESCENT INTEGRATIVE MASTERS PROGRAM. 7. OFF-SITE LEARNING EXCURSIONSINCLUEDED THE SCHOOL IN THE WOODS AT CAMP LODESTAR AND THE COASTAL BIOME TRIP INMONTEREY. 8. AIR CONDITIONING INSTALLED IN BOTH MIDDLE AND HIGH SCHOOL BUILIDINGS.9. CONTINUED MEMBERSHIP IN THE ROTARY CLUB OF MISSION SAN JOSE AS WELL AS MISSIONSAN JOSE AND FEMONT CHAMBER OF COMMERCES. 10. ON-GOING COMMUNITY SERVICE WORK WITHTHE CITY OF FREMONT: SABERCAT CREEK RESORATION PROJECT ONE SAN JOSE AND FEMONT CHAMBER OF COMMERCES. 10. ON-GOING COMMUNITY SERVICE WORK WITHTHE CITY OF FREMONT: SABERCAT CREEK RESORATION PROJECT ONE DAY A MONTH, FEED THEHUNGRY WITH ROTARY CLUB OF MSJ, TRI-CITY AND FREE THE CHILDREN. 11. CONDUCTEDINTERACTIVE MEETINGS WITH PARENTS WITH GUEST SPEAKERS ON COLLEGE ADMISSIONS,INTERNET SAFETY, ANTIBULLYING AND UNDERSTANDING THE MONTESSORI ADOLESCENT. 12.CONDUCTED SERVERAL PARENT INFROMATION MEETINGS, MIXERS AND AN END OF YEAR BBQ. 13.STUDENTS ENTERED AND EXCELLED IN THE ROTARY LEADERSHIP CAMP AND SPEECH CONTEST,REGIONAL SCIENCE BOWL, UN DAY IN SACRAMENTO, JUNIOR DEBATE CLUB, WORLD SAVVY, POINTEYES SCIENCE PROGRAM, AND CALIFORINIA CONSERVATION CORP.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $1,262,377
Investment Income $0
Other Revenue $39,147
TOTAL REVENUE $1,301,524

Expense Breakdown

Grants Paid $0
Salaries & Benefits $664,333
Fundraising Expenses $0
Program Expenses $1,149,599
Other Expenses $485,266
TOTAL EXPENSES $1,149,599

Year-over-Year Comparison

2023 2022 Change
Revenue $1,301,524 $1,125,753 +0.2%
Expenses $1,149,599 $1,050,020 +0.1%
Net Income $151,925 $75,733 +1.0%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
6
Independent Members
4
Employees
6
Volunteers
6

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
2
$0
Total Directors
4
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
THODUR HEMASHREE DIRECTOR 0.00
Director
$0 $0 $0
FOAD AMOON DIRECTOR 0.00
Director
$0 $0 $0
ERIC ALEXANDER CFO 0.00
Officer Director
$0 $0 $0
ERON BRINGHURST CHAIRMAN 0.00
Officer Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 No data No data No data No data
2024 $1,301,524 $1,149,599 $1,475,216 $151,925
2023 $1,125,753 $1,050,020 $1,197,780 $75,733
2022 $1,154,680 $1,060,252 $1,302,816 $94,428
2021 $1,551,555 $932,301 $1,934,704 $619,254
2021 $1,415,679 $1,004,065 $1,267,481 $411,614
2020 $976,172 $1,026,693 $795,477 $-50,521
2018 $868,059 $1,196,587 $772,693 $-328,528
2017 $1,214,025 $1,069,760 $969,097 $144,265
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