2026-02-09T15:47:56-06:00 2025-07-31 882533599 WERSEN NONPROFIT CPAS LLC 4513 Lakeway Drive Bellingham WA 98229 990 2024-08-01 800254417 Samish Montessori School SAMI 3606509465 1027 Samish Way Bellingham WA 98229 Jonathan Durham President 3606509465 2026-02-09 1 0 Keaton Wersen CPA P01957642 3607709369 X 2024 2025-03-06 01:10:19Z Montessori at Samish Woods Jonathan Durham 1027 Samish Way Bellingham WA 98229 801562 0 X www.samishwoods.org X 2007 WA Samish Montessori is a community that provides children pre-school to 6th grade a loving, learning, and safe Montessori environment. The school acts as a microcosm of society; allowing children to explore and develop a moral, intellectual, emotional, physical, and social self, as well as cultivate skills necessary to be prepared to participate in the world. 6 2 11 65 0 0 2580 5758 782503 767926 9835 14572 7563 3543 802481 791799 0 29682 0 0 658941 651793 0 0 6312 155582 169919 814523 851394 -12042 -59595 795064 735979 30642 31152 764422 704827 X Samish Montessori is a community that provides children pre-school to 6th grade a loving, learning, and safe Montessori environment. The school acts as a microcosm of society; allowing children to explore and develop a moral, intellectual, emotional, physical, and social self, as well as cultivate skills necessary to be prepared to participate in the world. 0 0 665306 29682 767926 Our sole program service is our school. We cultivate a love of learning through real life experience; provide a safe place for children to explore and express their individuality while respecting the rights of others and the community as a whole; encourage people to be internally motivated, competent, and able decision-makers, developing responsibility for choices and empathy for self and others. 665306 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 2 0 1 11 1 0 0 0 0 0 0 0 0 0 0 0 0 X 6 2 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X Yuki Gough 3606509465 1027 Samish Way Bellingham WA 98229 Jonathan Durham President & Teacher 40.00 X X 66284 0 10833 Jessica Tupper Vice President & Teacher 40.00 X X 79080 0 8851 Yuki Gough Secretary, Treasurer & Office Administrator 32.00 X X 64817 0 6445 Talmadge Connor Board member & Teacher 40.00 X 67635 0 7694 Sarah Vautaux Board Member 1.00 X 0 0 0 Russ Duncan Board Member 1.00 X 0 0 0 277816 0 33823 0 0 0 0 0 5017 741 5758 Tuition and fees 611110 765101 765101 School Activities 611110 2825 2825 767926 14572 14572 12873 5017 9763 3110 3110 Other income 900099 433 433 433 791799 767926 0 18115 29682 29682 312529 215819 93930 2780 252594 245017 5051 2526 6973 6973 25743 4000 21743 53954 42420 11510 24 60 60 3333 3333 13482 13353 129 300 300 19060 10942 8118 78628 75448 2394 786 32 32 2742 2742 12135 11339 796 11324 11324 Field trips and program 10926 9958 968 Staff development 7736 7736 Vehicle expenses 3549 189 3360 6612 166 6250 196 851394 665306 179776 6312 1433 9675 662525 606322 2863 4048 28000 24000 273625 181691 100243 91934 795064 735979 2042 552 28600 30600 30642 31152 X 764422 704827 764422 704827 795064 735979 -59595 0 X X 0 0 0 X 182220 93578 88642 22731 21057 1674 68674 67056 1618 91934 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 Schedule E, Part I, Line 3 We advertise quarterly in a newspaper informing the community of our available program. This states that "Montessori at Samish Woods is a non-profit that does not discriminate on the basis of gender, race, color, religion, national or ethnic origin in the administration of its educational and enrollment policies." Pizza Tuesday 12704 5017 7687 7687 12704 5017 7687 7687 7687 0 1 Tuition assistance and discounts 10 29682 Book Tuition reduction Part I, Line 2: Families apply for financial aid and the board reviews and allocates available aid. Families with multiple children receive a set discount. Jonathan Durham President/Teacher, familial relationship with Jessica Tupper 73864 Compensation 0 Jessica Tupper Vice President/Teacher, familial relationships with Jonathan Durham 95336 Compensation 0 Form 990, Part VI, Section A, line 2 Jonathan Durham and Jessica Tupper have a familial relationship. Form 990, Part VI, Section B, line 11b The tax return is sent to the board members electronically for review before it is signed and filed. Form 990, Part VI, Section B, line 12c An annual inquiry related to the conflict if interest policy is asked of officers and directors. Form 990, Part VI, Section B, line 15 A study was conducted of regional and national Montessori and public schools for the average annual salary. A base wage was then established. Additional monetary compensation was awarded for years of experience and additional teacher training. The salaries arrived at were then discussed by the board and approved by an independent board member. Form 990, Part VI, Section C, line 19 Documents are available upon request. Form 990, Part XII, Line 1: The Organization uses a modified cash basis of accounting. Revenues and expenses are generally recorded when cash is received or paid; however, the Organization records certain items on an accrual basis, including year-end tuition receivables, deferred revenue for tuition received in advance, and selected accounts payable. The Organization does not record certain accruals required under full accrual accounting, such as accrued compensated absences and accrued wages.