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.

501(c)(3) charity; gifts are tax-deductible.
85¢ of each $1 spent went to programs.
$283K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

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FY2023 · 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
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 5
filings with a surplus
Average surplus $55K a year · 7% 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
85%
of spending
Looks good: 85% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$283K
to officers and key staff · 38% of spending
Concern: pay to officers and key staff is 38% of spending; over 30%.
Pt VII · Sec A
11 mo
of spending, in cash
Looks good: 10.7 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $45
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$27K
3% of total assets
Looks good: liabilities are 3% of assets; 50% or less.
Pt X · Ln 26
Independent board members
4
of 6 voting members
Looks good: 4 of 6 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$887K
+11% vs prior year
Spent
$753K
To programs
85%
Net assets
$776K
By yearFY2021–FY2025
Revenue
$887K
FY2023▲ +11%
Tap a bar for its year
Revenue by fiscal year
FY2021$694K
FY2022$801K
FY2023$887K
FY2024$802K
FY2025$792K
Expenses
$753K
FY2023▲ +25%
Tap a bar for its year
Expenses by fiscal year
FY2021$682K
FY2022$601K
FY2023$753K
FY2024$815K
FY2025$851K
Net assets
$776K
FY2023▲ +21%
Tap a bar for its year
Net assets by fiscal year
FY2021$443K
FY2022$643K
FY2023$776K
FY2024$764K
FY2025$705K

From the FY2023 Form 990 (year ending July 2023) · figures checked against the IRS filing · see the original

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You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Mar 2009.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

85 cents of each dollar spent went to programs.

Program services 85% · $642K Management & general 15% · $111K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

6 people listed on the 990; $283K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2022); the FY2023 filing did not itemize Part VII
$74,067Pt VII · Sec A
Vice Preside
$74,058Pt VII · Sec A
Secretary/Tr
$71,267Pt VII · Sec A
Teacher Rep
$63,283Pt VII · Sec A
Parent Rep
$0Pt VII · Sec A
Ad Hoc Direc
$0Pt VII · Sec A

Jessica Tupper’s $79K as Vice President & Teacher is at the 71st percentile of top reported officer pay among 1613 $100K–1M education nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 4 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021
Jonathan Durham$66,284$68,203$74,067$58,483$93,848
Jessica Tupper$79,080$74,500$74,058$58,392$71,817
Yuki Gough$64,817$66,336$71,267$53,900$66,952
Talmadge Connor$67,635$66,142$63,283$46,200$54,700

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Nurtures children preschool to 6th grade in a loving, safe Montessori environment for holistic development.

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Provided by the organization

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1 program · $642K · in their own filed words · FY2022
01

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…

$642Kprogram expense

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
Total grants receivedfrom 1 funder$45

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$887K
Ln 12
Fees for servicesLn 2g$746K
Gifts and grantsLn 1h$118K
Investment incomeLn 3$16K
Money outPt IX
$753K
Ln 25
Programscol B$642K
Managementcol C$111K
Owns and owesPt X
$776K
net assets · Ln 32
Cash and savingsLn 1–2$674K
Total assetsLn 16$803K
LiabilitiesLn 26$27K
PeoplePt VI, VII
6
listed · VII A
PaidVII A4
Voting boardVI 1a6
IndependentVI 1b4
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$118K
Government grantsLn 1e$116K
Fees for servicesLn 2g$746K
Investment incomeLn 3$16K
Other incomeLn 4–11$7K
Total revenueLn 12$887K
Assets in detailPt X, end of year
CashLn 1$2K
SavingsLn 2$671K
Cash and savings togetherLn 1–2$674K
Land, buildings, equipmentLn 10c$90K
Total assetsLn 16$803K
LiabilitiesLn 26$27K
Net assetsLn 32$776K
OperationsPt I, VI
EmployeesI 510
VolunteersI 660
Fiscal year endsHeaderJuly
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$545K$674K
Land, buildings, equipmentLn 10c$102K$90K
Total assetsLn 16$669K$803K
LiabilitiesLn 26$26K$27K
Net assetsLn 32$643K$776K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of disqualified personsLn 6$283K$196K$86K
Other salaries and wagesLn 7$206K$206K
Pension plan contributionsLn 8$14K$12K$2K
Other employee benefitsLn 9$38K$38K
Payroll taxesLn 10$48K$41K$8K
Legal feesLn 11b$160$120$40
Accounting feesLn 11c$3K$377$3K
Other fees for servicesLn 11g$22K$22K
Advertising and promotionLn 12$265$265
Office expensesLn 13$981$450$531
OccupancyLn 16$85K$85K
Conferences, conventions and meetingsLn 19$3K$3K
Depreciation, depletion and amortizationLn 22$12K$292$12K
InsuranceLn 23$11K$11K
Other expenses (24a–d)Ln 24$22K$22K$325
All other expensesLn 24e$4K$4K
Total functional expensesLn 25$753K$642K$111K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $792K$851K−$60K$705K 990 PDF
FY2024 $802K$815K−$12K$764K 990 PDF
FY2023 Viewing $887K$753K$134K$776K 990 PDF
FY2022 $801K$601K$200K$643K 990 PDF
FY2021 $694K$682K$12K$443K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2023 990 (6 parts)
Part I · Summary $886,860 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $117,719$118,360
I-9 Program service revenuePrior year $679,410$745,519
I-10 Investment incomePrior year $2,102$15,942
I-11 Other revenuePrior year $1,564$7,039
I-12 Total revenuePrior year $800,795$886,860
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $457,702$588,845
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $143,315$164,217
I-18 Total expensesPrior year $601,017$753,062
I-19 Revenue less expensesPrior year $199,778$133,798
Part VI · Governance 4 of 6 board members independent, no flags
VI-1a Voting members of the governing body6
VI-1b Independent voting members4
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $886,860 across 7 lines filed
VIII-1e Government grants$115,747
VIII-1f All other contributions, gifts and grants$2,613
VIII-1h Total contributions, gifts and grants$118,360
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $745,519$745,519
VIII-3 Investment incomeRelated to mission $15,942$15,942
VIII-8 Net income from fundraising events$7,039
VIII-12 Total revenueRelated to mission $761,461$886,860
Part IX · Statement of functional expenses $753,062 across 16 lines filed
IX-6 Pay of disqualified personsPrograms $196,408 · Management $86,267$282,675
IX-7 Other salaries and wagesPrograms $205,889$205,889
IX-8 Pension plan contributionsPrograms $11,695 · Management $1,973$13,668
IX-9 Other employee benefitsPrograms $38,190$38,190
IX-10 Payroll taxesPrograms $40,575 · Management $7,848$48,423
IX-11b Legal feesPrograms $120 · Management $40$160
IX-11c Accounting feesPrograms $377 · Management $2,512$2,889
IX-11g Other fees for servicesPrograms $22,061$22,061
IX-12 Advertising and promotionPrograms $265$265
IX-13 Office expensesPrograms $450 · Management $531$981
IX-16 OccupancyPrograms $84,759$84,759
IX-19 Conferences, conventions and meetingsPrograms $3,061$3,061
IX-22 Depreciation, depletion and amortizationPrograms $292 · Management $11,909$12,201
IX-23 InsurancePrograms $11,184$11,184
IX-24 Other expenses (24a–d)Programs $22,160 · Management $325$22,485
IX-24e All other expensesPrograms $4,171$4,171
IX-25 Total functional expensesPrograms $641,657 · Management $111,405 · Fundraising $0$753,062
Part X · Balance sheet $803,046 assets, 10 lines filed
Asset lines not itemized here account for $36,000; see the IRS return.
X-1 Cash, non-interest-bearingStart of year $29,916$2,434
X-2 Savings and temporary cash investmentsStart of year $515,490$671,152
X-4 Accounts receivableStart of year $1,241$3,298
X-10c Land, buildings and equipment, netStart of year $102,363$90,162
X-16 Total assetsStart of year $669,010$803,046
X-25 Other liabilitiesStart of year $26,344$26,582
X-26 Total liabilitiesStart of year $26,344$26,582
X-27 Net assets without donor restrictionsStart of year $642,666$776,464
X-32 Total net assets or fund balancesStart of year $642,666$776,464
X-33 Total liabilities and net assetsStart of year $669,010$803,046
Part XI · Reconciliation of net assets $776,464 net assets at year end
XI-1 Total revenue$886,860
XI-2 Total expenses$753,062
XI-3 Revenue less expenses$133,798
XI-4 Net assets at start of year$642,666
XI-10 Net assets at end of year$776,464

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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