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Gloucester Montessori School

Tax-deductible

Gloucester, VA501(c)(3)Since 1990EducationEIN 54-1507679

Education of children ages 2 to 12

501(c)(3) charity; gifts are tax-deductible.
71¢ of each $1 spent went to programs.
Run by 4 volunteers and 21 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 5
filings with a surplus
Average surplus $23K a year · 5% of revenue · last 5 filings
Worth a look: a surplus in 3 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
71%
of spending
Fine: 71% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Cash reserves
7 mo
of spending, in cash
Looks good: 7.1 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $175
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$343K
55% of total assets
Fine: liabilities are 55% of assets; 50% to 65%.
Pt X · Ln 26
Independent board members
5
of 5 voting members
Looks good: 5 of 5 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$444K
-3% vs prior year
Spent
$457K
To programs
71%
Net assets
$283K
By yearFY2020–FY2024
Revenue
$444K
FY2024▼ -3%
Revenue by fiscal year
FY2020$396K
FY2021$362K
FY2022$597K
FY2023$447K
FY2024$455K
FY2024$444K
Expenses
$457K
FY2024-0.5%
Expenses by fiscal year
FY2020$392K
FY2021$356K
FY2022$450K
FY2023$485K
FY2024$460K
FY2024$457K
Net assets
$283K
FY2024▼ -5%
Net assets by fiscal year
FY2020$186K
FY2021$192K
FY2022$339K
FY2023$301K
FY2024$297K
FY2024$283K

From the FY2024 Form 990 · see the original

Form 990 (PDF) Claim

Status and standing

Is it real, and can you give to it?

Tax-deductible?
Yes
Per the IRS master file.
Can I give now?
No revocation on IRS record
Not on the IRS revocation list.
Filing up to date?
Filed FY2024 (typical filing lag)
Legal name (IRS)Hdr · item CGloucester Montessori School
EINHdr · item D54-1507679
Exempt statusHdr · item I501(c)(3) · active
Ruling yearIRS BMFFeb 1990
Year of formationHdr · item L1990
Latest filingForm 990FY2024 · Form 990
Principal addressHdr · item CGloucester, VA
NTEE classificationIRS BMFEducation (B21Z)

Where the money goes

What each dollar paid for.

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.71 Management & general $0.29
Program services71%$324K
Management & general29%$134K
Total functional expensesLn 25$457K

Finances

Money in and out, what it owns and owes

Spent on programs
71%
of spending reaches programs▲ +4% vs prior filing year
Months of spending covered by cash
7.3mo
months of spending covered by cash and easy-to-sell investments▼ -16% vs prior filing year
Surplus or deficit
-3%
as % of revenue, this year▼ -223% vs prior filing year

Summary of the Filing

Part I · fiscal year 2024 · Form 990
Total assets
$627K
FY2024▼ -5%
Total assets by fiscal year
FY2020$639K
FY2021$561K
FY2022$722K
FY2023$701K
FY2024$659K
FY2024$627K
Total liabilities
$343K
FY2024▼ -5%
Total liabilities by fiscal year
FY2020$454K
FY2021$369K
FY2022$383K
FY2023$400K
FY2024$362K
FY2024$343K
Revenue less expensesPt I · Ln 19−$14K
Total assetsPt X · Ln 16$627K
Spent on programsPt IX · col B71%
Voting members of governing bodyPt I · Ln 35
Independent voting membersPt I · Ln 45

Balance Sheet

Part X · end of year
CashLn 1$269K
Total assetsLn 16$627K
Total liabilitiesLn 26$343K
Total net assetsLn 32$283K
Months of cash on handcomputed7.1

Statement of Revenue

Part VIII
Program service revenue$425K · 96%
Contributions & grants$17K · 4%
Program service revenue96%$425K
Contributions & grants4%$17K
Investment income$1K
Total revenueLn 12$444K

Money in detail

Form 990 · FY2024 · each figure shown with the dollars behind it
Cash and giving out
Months of spending covered by cash
Cash and easy-to-sell investments $277K · Operating expenses/yr $457K
7.3 months
Where the money goes
Program services
Program services $324K · Total expenses $457K
71%
Management & General
Management & general $134K · Total expenses $457K
29%
Fundraising
Fundraising $0 · Total expenses $457K
0%
Cost to raise $1
Fundraising expense (3-yr avg) $0 · Solicited contributions (3-yr avg) $23K
Solicited contributions below reporting floor
Where the money comes from
Contribution dependence
Contributions & grants $17K · Total revenue $444K
4%
Government reliance
Government grants — · Total revenue $444K
—
Earned-income share
Program service revenue $425K · Total revenue $444K
96%
Investment reliance
Investment income $1K · Total revenue $444K
+0.3%
Program self-sufficiency
Program service revenue $425K · Total expenses $457K
93%
Growth & trend
Revenue change from last year
This year $444K · Prior year $455K
-3%
Revenue, average yearly change over 5 years
FY2019 $396K · FY2024 $444K
+2%
Net assets change over the year
End of year $283K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus or deficit, as % of revenue
Revenue $444K · Expenses $457K
-3%
Debts compared to what it owns
Total liabilities — · Total assets $627K
—
Net assets compared to what it owns
Net assets $283K · Total assets $627K
45%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) $8K · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $627K
1%
People & payroll
Highest Reported Total Compensation
Individual Heather Altrath · Reported title Chairman · Highest reported compensation $0 · Total expenses $457K
0%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $340K · Total expenses $457K
74%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Spent on programs 71%——
Spent on management, % of spending 29%——
Revenue growth -3%——

Straight from the Form 990 — descriptive, not an evaluation. A share is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Leadership and pay

Who runs it, and what are they paid?

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
Suzanne Moughon
Vice Chairman
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
See Gloucester Montessori School executive salaries →

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Governance & Policies

Part VI
  • 5Voting board membersPt VI · Ln 1a
  • 5Independent board membersPt VI · Ln 1b
  • Conflict-of-interest policyPt VI · Ln 12aYes
  • Whistleblower policyPt VI · Ln 13No
  • Document retention policyPt VI · Ln 14Yes
  • Top official’s pay independently reviewedPt VI · Ln 15aNo
  • Family or business ties among leadersPt VI · Ln 2No

Mission and programs

What it does.

Educates children aged two to twelve.

Provided by the organization

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Mission & Programs · Part III

Where the work happens

1 program service account for $324K of program spending, described in the organization's own filed words · FY2024.
01

The school educates from preschool to 6th grade using montessori methods and montessori materials.

$324Kprogram expense

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Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2023
Amazonsmile FoundationFY2023$175
Total grants receivedfrom 1 funder$175

Filing history

Every return on file.

YearRevenueExpensesChangeFiling
FY2024 $455K$460K+2% 990 PDF
FY2023 $447K$485K-25% 990 PDF
FY2022 $597K$450K+65% 990 PDF
FY2021 $362K$356K-9% 990 PDF
FY2020 $396K$392K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

Full filing: Form 990 for FY2024

Every line we hold from the return, cited to its Part and line.
Part VIII · Statement of revenue $443,830 across 5 lines filed
VIII-1f All other contributions, gifts and grants$17,410
VIII-1h Total contributions, gifts and grants$17,410
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Unrelated business $0 · Excluded from tax $0$424,943
VIII-3 Investment incomeUnrelated business $0 · Excluded from tax $0$1,477
VIII-12 Total revenueRelated to mission $426,420 · Unrelated business $0 · Excluded from tax $0$443,830
Part IX · Statement of functional expenses $457,466 across 10 lines filed
IX-7 Other salaries and wagesPrograms $311,340 · Management $0 · Fundraising $0$311,340
IX-8 Pension plan contributionsPrograms $0 · Management $4,236 · Fundraising $0$4,236
IX-10 Payroll taxesPrograms $0 · Management $23,945 · Fundraising $0$23,945
IX-11c Accounting feesPrograms $0 · Management $5,900 · Fundraising $0$5,900
IX-11g Other fees for servicesPrograms $12,598 · Management $6,432 · Fundraising $0$19,030
IX-13 Office expensesPrograms $0 · Management $7,129 · Fundraising $0$7,129
IX-14 Information technologyPrograms $0 · Management $660 · Fundraising $0$660
IX-16 OccupancyPrograms $0 · Management $58,574 · Fundraising $0$58,574
IX-22 Depreciation, depletion and amortizationPrograms $0 · Management $17,586 · Fundraising $0$17,586
IX-23 InsurancePrograms $0 · Management $9,066 · Fundraising $0$9,066
IX-25 Total functional expensesPrograms $323,938 · Management $133,528 · Fundraising $0$457,466
Part X · Balance sheet $626,881 assets, 13 lines filed
X-1 Cash, non-interest-bearingStart of year $281,064$200,676
X-2 Savings and temporary cash investmentsStart of year $42,733$68,533
X-4 Accounts receivableStart of year $3,870$5,818
X-9 Prepaid expenses and deferred chargesStart of year $5,902$1,186
X-10c Land, buildings and equipment, netStart of year $317,487$342,667
X-11 Publicly traded securitiesStart of year $8,001$8,001
X-16 Total assetsStart of year $659,057$626,881
X-17 Accounts payable and accrued expensesStart of year $16,040$13,581
X-19 Deferred revenueStart of year $46,930$41,602
X-25 Other liabilitiesStart of year $2,509$2,737
X-26 Total liabilitiesStart of year $362,021$343,481
X-32 Total net assets or fund balancesStart of year $297,036$283,400
X-33 Total liabilities and net assetsStart of year $659,057$626,881
Part XI · Reconciliation of net assets $283,400 net assets at year end
XI-1 Total revenue$443,830
XI-2 Total expenses$457,466
XI-3 Revenue less expenses−$13,636
XI-4 Net assets at start of year$297,036
XI-10 Net assets at end of year$283,400

Not shown yet: ratings, outcomes, and peer benchmarks. A Form 990 doesn’t report them.

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2024IRS
Classification, formation year, addressIRS Business Master File
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