MONTESSORI CENTER SCHOOL AT SANTA BARBARA & STUDENTS INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MONTESSORI CENTER SCHOOL AT SANTA BARBARA & STUDENTS INC (EIN 95-2774847)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-15
- IRS object ID
- 202601359349308215
- Schema version
- 2024v5.5
- 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 J
- Schedule L
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-15T12:11:47-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 950858589 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HUTCHINSON & BLOODGOOD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 EAST CARRILLO STREET SUITE 303 | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 952774847 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MONTESSORI CENTER SCHOOL OF | BusinessNameLine1Txt |
| Business Name Line2 | SANTA BARBARA | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MONT | BusinessNameControlTxt |
| Phone | 8056839383 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 N FAIRVIEW AVENUE 1 | AddressLine1Txt |
| City | GOLETA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93117 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AMY MACLEOD | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8056839383 | PhoneNum |
| Signature | 2026-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JESSICA MOITOZA | PreparerPersonNm |
| PTIN | P01282487 | PTIN |
| Phone | 8059631837 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | AMY MACLEOD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 N FAIRVIEW AVENUE 1 | AddressLine1Txt |
| City | GOLETA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93117 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $7,672,180 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MCSSB.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1965 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | OPERATION AND MAINTENANCE OF A PRIVATE MONTESSORI SCHOOL FOR APPROXIMATELY 215 STUDENTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 81 | TotalEmployeeCnt |
| Total Volunteers | 80 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $131,628 | PYContributionsGrantsAmt |
| CY Contributions Grants | $295,645 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,454,534 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $6,357,351 | CYProgramServiceRevenueAmt |
| PY Investment Income | $242,822 | PYInvestmentIncomeAmt |
| CY Investment Income | $159,726 | CYInvestmentIncomeAmt |
| PY Other Revenue | $99,005 | PYOtherRevenueAmt |
| CY Other Revenue | -$31,935 | CYOtherRevenueAmt |
| PY Total Revenue | $4,927,989 | PYTotalRevenueAmt |
| CY Total Revenue | $6,780,787 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $102,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $422,057 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,535,623 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,807,728 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $97,013 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,256,263 | PYOtherExpensesAmt |
| CY Other Expenses | $1,669,595 | CYOtherExpensesAmt |
| PY Total Expenses | $4,893,886 | PYTotalExpensesAmt |
| CY Total Expenses | $6,899,380 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $34,103 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$118,593 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $11,068,884 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,105,634 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,199,405 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,201,170 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $7,869,479 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $7,904,464 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | PROVIDE EDUCATION TO CHILDREN, AGES 18 MONTH THROUGH 6TH GRADE, WITH CLOSE GUIDANCE OF MONTESSORI TRAINED TEACHERS TO ENCOURAGE THEIR INTELLECTUAL, PHYSICAL, CREATIVE, EMOTIONAL, MORAL AND SOCIAL DEVELOPMENT AND TO FULFILL THEIR TRUE POTENTIAL. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $5,487,437 | ExpenseAmt |
| Grant | $422,057 | GrantAmt |
| Revenue | $6,358,438 | RevenueAmt |
| Desc | PROVIDE EDUCATION TO CHILDREN, AGES 18 MONTHS THROUGH 6TH GRADE, WITH THE CLOSE GUIDANCE OF MONTESSORI TRAINED TEACHERS TO ENCOURAGE THEIR INTELLECTUAL, PHYSICAL, CREATIVE, EMOTIONAL, MORAL AND SOCIAL DEVELOPMENT AND TO FULFILL THEIR TRUE POTENTIAL. CLASSROOMS DEDICATED TO THE MONTESSORI PHILOSOPHY AND METHOD OF EDUCATION PROMOTE THE DEVELOPMENT OF THE WHOLE CHILD, FACILITATES THE GROWTH OF INNER DISCIPLINE AND CULTIVATES THE CHILD'S OWN NATURAL JOY IN LEARNING. CLASSROOMS ARE MULTI-AGE ENVIRONMENTS FURNISHED WITH MONTESSORI MATERIALS AND SUPPLEMENTED WITH ENRICHED LEARNING MATERIALS. ENRICHMENT PROGRAM OFFER MUSIC, PE, SPANISH, ART AND A LIBRARY PROGRAM. 1ST - 6TH GRADE ALSO TAKE THEATER AND 4TH - 6TH ALSO TAKE COMPUTER/TECHNOLOGY. SUMMER SCHOOL AND CHILDCARE PROGRAMS ARE ORGANIZED INTO CAMPS LEAD BY MONTESSORI STAFF . | Desc |
| Total Program Service Expenses | $5,487,437 | 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 |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | 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 | Yes (1) | 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 | Yes (1) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| 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 | 25 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 81 | 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 | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | 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 | Yes (1) | 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 | BALANCE FINANCIAL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8056183125 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2610 | AddressLine1Txt |
| City | SANTA BARBARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93120 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| AMY MACLEOD | |||||||
| PRESIDENT | 2.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BRANDI REDMAN | |||||||
| VICE PRESIDENT | 1.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ROYCE BORGESON | |||||||
| SECRETARY | 1.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MICHAEL JAMES HEY | |||||||
| TREASURER | 1.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| RAINE HAHN | |||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTINA JONES | |||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | ||
| ANIKO KIM | |||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | ||
| AMY TOOHEY | |||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | ||
| VANESSA JACKSON | |||||||
| HEAD OF SCHOOL | 40.00 | Yes (X) | $195,000 | $0 | $11,554 | ||
| BIRGIT CRABLE | |||||||
| ASSOC HEAD OF SCHOOL, FINANCE | 40.00 | $112,124 | $0 | $28,082 | Yes (X) | ||
| MELANIE MERRI NEWHOUSE | |||||||
| ASSOC HEAD OF SCHOOL, PROGRAMS | 40.00 | $115,402 | $0 | $23,944 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $422,526 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $63,580 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $157,313 | FundraisingAmt |
| All Other Contributions | $138,332 | AllOtherContributionsAmt |
| Total Contributions | $295,645 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 624100 | $5,543,893 | $5,543,893 |
| SUMMER SCHOOL/CHILD CA | 624100 | $813,458 | $813,458 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $6,357,351 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $166,067 | TotalRevenueColumnAmt |
| Exclusion | $166,067 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $735,763 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $742,104 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$6,341 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$6,341 | TotalRevenueColumnAmt |
| Exclusion | -$6,341 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $116,267 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $157,313 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $149,289 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$33,022 | TotalRevenueColumnAmt |
| Exclusion | -$33,022 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $1,087 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,087 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,087 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,780,787 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,358,438 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $126,704 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $422,057 | TotalAmt |
| Program Services | $422,057 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $140,575 | TotalAmt |
| Program Services | $28,115 | ProgramServicesAmt |
| Management And General | $98,404 | ManagementAndGeneralAmt |
| Fundraising | $14,056 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,587,812 | TotalAmt |
| Program Services | $2,892,177 | ProgramServicesAmt |
| Management And General | $648,421 | ManagementAndGeneralAmt |
| Fundraising | $47,214 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $168,933 | TotalAmt |
| Program Services | $132,318 | ProgramServicesAmt |
| Management And General | $33,839 | ManagementAndGeneralAmt |
| Fundraising | $2,776 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $458,140 | TotalAmt |
| Program Services | $358,842 | ProgramServicesAmt |
| Management And General | $91,769 | ManagementAndGeneralAmt |
| Fundraising | $7,529 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $452,268 | TotalAmt |
| Program Services | $354,243 | ProgramServicesAmt |
| Management And General | $90,593 | ManagementAndGeneralAmt |
| Fundraising | $7,432 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,672 | TotalAmt |
| Management And General | $38,672 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,000 | TotalAmt |
| Management And General | $17,000 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,464 | TotalAmt |
| Management And General | $30,464 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,788 | TotalAmt |
| Program Services | $39,362 | ProgramServicesAmt |
| Management And General | $23,007 | ManagementAndGeneralAmt |
| Fundraising | $17,419 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,666 | TotalAmt |
| Program Services | $67,773 | ProgramServicesAmt |
| Management And General | $5,893 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $139,218 | TotalAmt |
| Management And General | $138,631 | ManagementAndGeneralAmt |
| Fundraising | $587 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $163,960 | TotalAmt |
| Program Services | $147,693 | ProgramServicesAmt |
| Management And General | $16,267 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $683,138 | TotalAmt |
| Program Services | $624,719 | ProgramServicesAmt |
| Management And General | $58,419 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $105,638 | TotalAmt |
| Program Services | $93,244 | ProgramServicesAmt |
| Management And General | $12,394 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,531 | TotalAmt |
| Program Services | $79,608 | ProgramServicesAmt |
| Management And General | $6,923 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,044 | TotalAmt |
| Program Services | $42,810 | ProgramServicesAmt |
| Management And General | $4,234 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASSROOM EXPENSES | Desc |
| Total | $204,476 | TotalAmt |
| Program Services | $204,476 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,899,380 | TotalAmt |
| Program Services | $5,487,437 | ProgramServicesAmt |
| Management And General | $1,314,930 | ManagementAndGeneralAmt |
| Fundraising | $97,013 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $205,328 | BOYAmt |
| EOY | $153,093 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $807,796 | BOYAmt |
| EOY | $613,972 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $39,205 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,359 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $184,848 | BOYAmt |
| EOY | $155,753 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $8,787,957 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,608,158 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,148,407 | BOYAmt |
| EOY | $5,179,799 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,631,918 | BOYAmt |
| EOY | $4,118,496 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,088,228 | BOYAmt |
| EOY | $845,316 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,068,884 | BOYAmt |
| EOY | $11,105,634 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $88,613 | BOYAmt |
| EOY | $106,556 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,014,973 | BOYAmt |
| EOY | $2,235,982 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,095,819 | BOYAmt |
| EOY | $858,632 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,199,405 | BOYAmt |
| EOY | $3,201,170 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,706,254 | BOYAmt |
| EOY | $7,865,259 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $163,225 | BOYAmt |
| EOY | $39,205 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,869,479 | BOYAmt |
| EOY | $7,904,464 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,068,884 | BOYAmt |
| EOY | $11,105,634 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$118,593 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $149,482 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $4,096 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| 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
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,880,330 | OtherCostOrOtherBasisAmt |
| Book Value | $3,880,330 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,588,948 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,436,752 | DepreciationAmt |
| Book Value | $152,196 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $734,389 | OtherCostOrOtherBasisAmt |
| Depreciation | $707,651 | DepreciationAmt |
| Book Value | $26,738 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $166,072 | OtherCostOrOtherBasisAmt |
| Depreciation | $132,173 | DepreciationAmt |
| Book Value | $33,899 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,418,218 | OtherCostOrOtherBasisAmt |
| Depreciation | $331,582 | DepreciationAmt |
| Book Value | $1,086,636 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $5,179,799 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RIGHT-OF-USE ASSETS | Desc |
| Book Value | $845,316 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $845,316 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEASE LIABILITY | Desc |
| Amt | $858,632 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $858,632 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $6,477,748 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $149,482 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$422,057 | OtherRevenueAmt |
| Revenue Not Reported | -$272,575 | RevenueNotReportedAmt |
| Revenue Subtotal | $6,750,323 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $30,464 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $30,464 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $6,780,787 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,442,763 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | -$4,096 | OtherExpensesIncludedAmt |
| Expenses Not Reported | -$4,096 | ExpensesNotReportedAmt |
| Expenses Subtotal | $6,446,859 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $30,464 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $422,057 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $452,521 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $6,899,380 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | FASB'S ASC 740-10, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, PRESCRIBES A THRESHOLD FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE SCHOOL FILES TAX RETURNS IN THE U.S. FEDERAL JURISDICTION AND IN THE STATE OF CALIFORNIA. THE SCHOOL'S TAX RETURNS FROM THE YEAR 2022 TO THE PRESENT REMAIN SUBJECT TO EXAMINATION BY THE IRS FOR FEDERAL TAX PURPOSES, AND THE TAX YEARS FROM 2021 TO THE PRESENT REMAIN SUBJECT TO EXAMINATION BY THE STATE OF CALIFORNIA. MANAGEMENT HAS EVALUATED ITS TAX POSITIONS FOR ALL JURISDICTIONS IN WHICH THE STATUTE OF LIMITATIONS REMAINS OPEN AND HAS DETERMINED THAT THE SCHOOL HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. THE SCHOOL HAD NO UNRECOGNIZED TAX BENEFITS RELATED TO TAX POSITIONS TAKEN DURING THE YEARS ENDED JUNE 30, 2025, AND 2024 OR FOR PRIOR PERIODS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FINANCIAL ASSISTANCE -422,057. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RIGHT OF USE AMORTIZATION -4,096. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL ASSISTANCE 422,057. |
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 | ALL SOLICITATIONS INCLUDE A STATEMENT "MONTESSORI CENTER SCHOOL DOES NOT DISCRIMINATE IN THE ADMISSION OF STUDENTS OR IN THE OPERATION OF THE SCHOOL ON THE BASIS OF RACE, SEX, GENDER IDENTITY, SEXUAL ORIENTATION, COLOR, PHYSICAL DISABILITY, NATIONALS OR ETHNIC ORIGIN". | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | DINNER AUCTION | Event1Nm |
| Gross Receipts Event1 | $273,580 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $157,313 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $116,267 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $116,244 | RentFacilityCostsEvent1Amt |
| Entertainment Event1 | $7,488 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $25,557 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $273,580 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $157,313 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $116,267 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $116,244 | RentFcltyCostsTotalEventsAmt |
| Entertainment Total Events | $7,488 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $25,557 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $149,289 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$33,022 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | FINANCIAL ASSISTANCE | GrantTypeTxt |
| Recipient | 41 | RecipientCnt |
| Cash Grant | $422,057 | CashGrantAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VANESSA JACKSON | PersonNm |
| Title | HEAD OF SCHOOL | TitleTxt |
| Base Compensation Filing Org | $195,000 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $1,971 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $9,583 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $206,554 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VANESSA JACKSON | PersonNm |
| Relationship With Org | HEAD OF SCHOOL | RelationshipWithOrgTxt |
| Cash Grant | $37,650 | CashGrantAmt |
| Type Of Assistance | FINANCIAL ASSISTANCE | TypeOfAssistanceTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE 990 IS REVIEWED BY MANAGEMENT AND THE FINANCE COMMITTEE. THE FINANCE COMMITTEE CHAIR REPORTS ON THE 990 TO THE BOARD OF TRUSTEES. A COPY OF THE DRAFT 990 IS PROVIDED TO BOARD MEMBERS FOR REVIEW AND COMMENT BEFORE THE RETURN IS FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | COMMITTEE CHAIRS, BOARD PRESIDENT AND HEAD OF SCHOOL ARE CHARGED WITH MONITORING AND ENFORCING THE POLICY. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD PRESIDENT IS RESPONSIBLE FOR DETERMINING COMPENSATION. THE BOARD TREASURER COMPILES COMPARABILITY DATA AND THE EXECUTIVE COMMITTEE PROVIDES INPUT AND ADVISE DURING THIS PROCESS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS, THE CONFLICT OF INTEREST POLICY, THE FINANCIAL STATEMENTS AND THE 990 ARE AVAILABLE UPON REQUEST IN THE OFFICE OF THE SCHOOL. WRITTEN REQUESTS MAY BE SUBMITTED TO THE SCHOOL AT THE ADDRESS FOUND ON THIS RETURN. |
| FORM 990, PART XI, LINE 9: | RIGHT OF USE AMORTIZATION 4,096. |
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