BETA

LEARNING TREE: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
LEARNING TREE (EIN 91-1072804)
Tax period
2022-09-01 to 2023-08-31
Filed
2023-10-18
IRS object ID
202312919349302001
Schema version
2022v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-10-18T15:02:10-05:00ReturnTs
Tax Period End2023-08-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN910873571PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GREENWOOD OHLUND PSBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14241 21ST AVE W SUITE 400AddressLine1Txt
CitySEATTLECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98199ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-09-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN911072804EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE LEARNING TREEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLEARBusinessNameControlTxt
Phone2063244788PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11721 15TH AVEAddressLine1Txt
CitySEATTLECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98122ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMOLLY MOON NEITZELPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2063244788PhoneNum
Signature2023-10-18SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMOLLYPersonFirstNm
Person LastMOON NEITZELPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonAMANDA O'ROURKE CPAPreparerPersonNm
PTINP01539825PTIN
Phone2067821767PhoneNum
Preparation2023-10-18PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMOLLY MOON NEITZELPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11721 15TH AVEAddressLine1Txt
CitySEATTLECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98122ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,160,114GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressLEARNINGTREEMONTESSORI.COMWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1979FormationYr
Legal Domicile StateWALegalDomicileStateCd
Activity Or MissionOPERATING A FULL-TIME MONTESSORI DAY SCHOOL FOR CHILDREN.ActivityOrMissionDesc
Voting Members Governing Body7VotingMembersGoverningBodyCnt
Voting Members Independent7VotingMembersIndependentCnt
Total Employee21TotalEmployeeCnt
Total Volunteers11TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$305,776PYContributionsGrantsAmt
CY Contributions Grants$82,468CYContributionsGrantsAmt
PY Program Service Revenue$943,360PYProgramServiceRevenueAmt
CY Program Service Revenue$1,052,303CYProgramServiceRevenueAmt
PY Investment Income$13,481PYInvestmentIncomeAmt
CY Investment Income$25,089CYInvestmentIncomeAmt
PY Other Revenue$494PYOtherRevenueAmt
CY Other Revenue$254CYOtherRevenueAmt
PY Total Revenue$1,263,111PYTotalRevenueAmt
CY Total Revenue$1,160,114CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$782,555PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$858,092CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$11,278CYTotalFundraisingExpenseAmt
PY Other Expenses$202,258PYOtherExpensesAmt
CY Other Expenses$281,455CYOtherExpensesAmt
PY Total Expenses$984,813PYTotalExpensesAmt
CY Total Expenses$1,139,547CYTotalExpensesAmt
PY Revenues Less Expenses$278,298PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$20,567CYRevenuesLessExpensesAmt
Total Assets BOY$853,331TotalAssetsBOYAmt
Total Assets EOY$898,290TotalAssetsEOYAmt
Total Liabilities BOY$13,886TotalLiabilitiesBOYAmt
Total Liabilities EOY$33,596TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$839,445NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$864,694NetAssetsOrFundBalancesEOYAmt
MissionOPERATING A FULL TIME DAY MONTESSORI SCHOOL FOR CHILDREN.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$837,845ExpenseAmt
Revenue$1,052,303RevenueAmt
DescTHE LEARNING TREE PROVIDES FULL-TIME CARE IN A HIGH-QUALITY MONTESSORI PRESCHOOL ENVIRONMENT. WE SERVE 45 CHILDREN YEAR-ROUND. WE PROVIDE SOCIAL-EMOTIONAL DEVELOPMENT AS WELL AS ACADEMICS TO THE CHILDREN. WE EDUCATE AND GIVE GUIDANCE TO THE FAMILIES OF THE CHILDREN WE SERVE. WE ACCEPT CHILDREN ON STATE AND CITY FUNDING. WE CURRENTLY HAVE 6 CHILDREN RECEIVING CITY FUNDING. THE LEARNING TREE IS SUPPORTED WITH OVER $40,000.00 IN CONTRIBUTIONS AND 750 VOLUNTEER HOURS.Desc
Total Program Service Expenses$837,845TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School OperatingYes (1)SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org MemYes (1)BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document3IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee21EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members7GoverningBodyVotingMembersCnt
Independent Voting Member7IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonKAREN CAMPBELLPersonNm
Phone2063244788PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11721 15TH AVEAddressLine1Txt
CitySEATTLECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98122ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
KAREN CAMPBELL
EXECUTIVE DIRECTOR50.00Yes (X)$72,601$0$3,726
MOLLY MOON
PRESIDENT1.00Yes (X)$0$0$0Yes (X)
AMANDA THOMPKINS
VICE PRESIDENT1.00Yes (X)$0$0$0Yes (X)
DAWN BUSHNAQ
SECRETARY1.00Yes (X)$0$0$0Yes (X)
LAURIE WICK
PAST SECRETARY1.00Yes (X)$0$0$0Yes (X)
KAVERY PODANOLANDA
BOARD MEMBER1.00$0$0$0Yes (X)
PRESTON TAYLOR
BOARD MEMBER1.00$0$0$0Yes (X)
SALINA GRAY
BOARD MEMBER1.00$0$0$0Yes (X)
TRACY CROWLEY
BOARD MEMBER1.00$0$0$0Yes (X)
VINCENT DUFFY
PAST BOARD MEMBER1.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$72,601TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$3,726TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Government Grants$42,908GovernmentGrantsAmt
All Other Contributions$39,560AllOtherContributionsAmt
Total Contributions$82,468TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
PARENT PAY900099$1,051,753$1,051,753
APPLICATION FEES900099$550$550
FieldValueIRS element (for citing)
Total Program Service Revenue$1,052,303TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$25,089TotalRevenueColumnAmt
Exclusion$25,089ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Business900099BusinessCd
Total Revenue Column$254TotalRevenueColumnAmt
Exclusion$254ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$254OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,160,114TotalRevenueColumnAmt
Related Or Exempt Func Income$1,052,303RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$25,343ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$76,327TotalAmt
Program Services$9,674ProgramServicesAmt
Management And General$65,495ManagementAndGeneralAmt
Fundraising$1,158FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$628,241TotalAmt
Program Services$474,769ProgramServicesAmt
Management And General$151,652ManagementAndGeneralAmt
Fundraising$1,820FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$3,966TotalAmt
Management And General$3,966ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$78,222TotalAmt
Program Services$77,897ProgramServicesAmt
Management And General$325ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$71,336TotalAmt
Program Services$52,196ProgramServicesAmt
Management And General$18,850ManagementAndGeneralAmt
Fundraising$290FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$17,600TotalAmt
Program Services$3,480ProgramServicesAmt
Management And General$14,120ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$2,669TotalAmt
Management And General$2,669ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$4,247TotalAmt
Program Services$1,201ProgramServicesAmt
Management And General$3,046ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,638TotalAmt
Program Services$1,323ProgramServicesAmt
Management And General$315ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$3,710TotalAmt
Program Services$2,055ProgramServicesAmt
Management And General$1,655ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$8,780TotalAmt
Program Services$8,252ProgramServicesAmt
Management And General$528ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$124,224TotalAmt
Program Services$104,743ProgramServicesAmt
Management And General$19,481ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$11,397TotalAmt
Program Services$8,768ProgramServicesAmt
Management And General$2,629ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$1,063TotalAmt
Management And General$1,063ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$11,351TotalAmt
Program Services$11,351ProgramServicesAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
EDUCATION EXPENSES$53,800$52,315$1,485
FUNDRAISING EXPENSES$34,353$26,343$8,010
MISCELLANEOUS$6,623$3,478$3,145

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,139,547TotalAmt
Program Services$837,845ProgramServicesAmt
Management And General$290,424ManagementAndGeneralAmt
Fundraising$11,278FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$351,505BOYAmt
EOY$130,215EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$277,502BOYAmt
EOY$526,991EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$78,905LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$73,899LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$6,069BOYAmt
EOY$5,006EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$218,255BOYAmt
EOY$236,078EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$853,331BOYAmt
EOY$898,290EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$13,886BOYAmt
EOY$33,596EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$13,886BOYAmt
EOY$33,596EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$839,445BOYAmt
EOY$864,694EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$839,445BOYAmt
EOY$864,694EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$853,331BOYAmt
EOY$898,290EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$20,567ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$4,681NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS Audited0FSAuditedInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$43,494OtherCostOrOtherBasisAmt
Depreciation$38,832DepreciationAmt
Book Value$4,662BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$6,048OtherCostOrOtherBasisAmt
Depreciation$6,048DepreciationAmt
Book Value$0BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$29,363OtherCostOrOtherBasisAmt
Depreciation$29,019DepreciationAmt
Book Value$344BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$5,006TotalBookValueLandBuildingsAmt

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (1)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (1)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediaYes (1)PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (1)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (1)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (1)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (1)MaintainCpyOfAllSolInd
Discriminate Race Stdnts Rghts0DiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss Plcy0DiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm Fculty0DiscriminateRaceEmplmFcultyInd
Discriminate Race Schs0DiscriminateRaceSchsInd
Discriminate Race Educ Plcy0DiscriminateRaceEducPlcyInd
Discriminate Race Use Of Fclts0DiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt Prog0DiscriminateRaceAthltProgInd
Discriminate Race Other Acty0DiscriminateRaceOtherActyInd
Government Financial Aid RcvdYes (1)GovernmentFinancialAidRcvdInd
Government Financial Aid Rvkd0GovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (1)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE E, PART I, LINE 3THE LEARNING TREE DOES NOT DISCRIMINATE BY RACE, SEX, CREED, NATIONAL ORIGIN, OR SEXUAL ORIENTATION IN EITHER ADMISSION OF STUDENTS OR IN HIRING POLICIES. THIS IS PUBLICIZED IN BROCHURES AND ON THE SCHOOL'S WEBSITE.
SCHEDULE E, PART I, LINE 6THE STATE OF WASHINGTON PROVIDES SUBSIDIES FOR CERTAIN CHILDREN.

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
VINCENT DUFFY
BOARD MEMBER (RESIGNED NOVEMBER 2022)$62,020BUILDING RENT0
LAURIE WICK
BOARD MEMBER (RESIGNED JUNE 2023)$62,020BUILDING RENT0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS:FormAndLineReferenceDesc
ExplanationVINCENT DUFFY AND LAURIE WICK ARE OWNERS OF DW 15. THE LEARNING TREE RENTS ITS BUILDING FROM DW 15, AND PAID RENT OF $62,020 IN THE 2022-2023 FISCAL YEAR.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BPRIOR TO FILING AND AFTER THE DIRECTOR HAS MET WITH THE ACCOUNTANT, MEMBERS MEET WITH DIRECTOR TO REVIEW FORM 990.
FORM 990, PART VI, SECTION B, LINE 12CBOARD MEMBERS WHO HAVE A CONFLICT OF INTEREST MAY NOT VOTE ON ISSUES WITH WHICH THEY ARE CONFLICTED. ADDITIONALLY, MEMBERS ARE REQUIRED TO DISCLOSE SUCH CONFLICTS AS THEY ARISE.
FORM 990, PART VI, SECTION B, LINE 15THE BOARD REVIEWS AND APPROVES THE DIRECTOR'S SALARY BASED ON A REVIEW OF THE ANNUAL ACTIVITY OF THE ORGANIZATION AND COMPARABLE COMPENSATION DATA OF OTHER MONTESSORI SCHOOLS. THE BOARD REVIEWS AND APPROVES OFFICER SALARIES BASED ON A REVIEW OF THE ANNUAL ACTIVITY OF THE ORGANIZATION AND COMPARABLE COMPENSATION DATA OF OTHER MONTESSORI SCHOOLS.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MAKES AVAILABLE ALL GOVERNING DOCUMENTS, THE CONFLICT OF INTEREST POLICY, FINANCIAL RECORDS, AND FORM 990 UPON REQUEST.

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