Little School FY2020 filing

Tax-deductible
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Bellevue, WA501(c)(3)Since 1959 EIN 91-0698646Revenue $5.3M in FY2020Latest return filed Apr 2, 2026

On file with the IRSthelittleschool.org2812 116th Ave Ne, 98004-1421 · Bellevue, WATax-exempt since Dec 1960School — 170(b)(1)(A)(ii)

Keep alive each child's natural curiosity TO SUPPORT BALANCED SOCIAL AND ACADEMIC SKILL DEVELOPMENT, & FOSTER COMMUNITY MINDED, COMPASSIONATE, & INTRINSICALLY MOTIVATED STUDENTS.

501(c)(3) charity; gifts are tax-deductible.
74¢ of each $1 spent went to programs.
$207K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · 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
6 of 6
filings with a surplus
Average surplus $564K a year · 7% of revenue · last 6 filings
Looks good: a surplus in 6 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
74%
of spending
Fine: 74% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$207K
to officers and key staff · 5% of spending
Looks good: pay to officers and key staff is 5% of spending; 15% or less.
Pt VII · Sec A
5 mo
of spending, in cash
Plus $4.7M in investments, Pt X · Ln 11–13
Looks good: 5.4 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
6
named funders · $499K
Looks good: 6 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$10.2M
52% of total assets
Fine: liabilities are 52% of assets; 50% to 65%.
Pt X · Ln 26
Independent board members
18
of 18 voting members
Looks good: 18 of 18 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$5.3M
Spent
$4.6M
To programs
74%
Net assets
$9.5M
By yearFY2020–FY2025
Revenue
$5.3M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$5.3M
FY2021$6.9M
FY2022$7.3M
FY2023$8.1M
FY2024$9.1M
FY2025$9.7M
Expenses
$4.6M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$4.6M
FY2021$6.1M
FY2022$6.8M
FY2023$7.7M
FY2024$8.6M
FY2025$9.3M
Net assets
$9.5M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$9.5M
FY2021$11.2M
FY2022$10.7M
FY2023$11.4M
FY2024$12.4M
FY2025$13.3M

From the FY2020 Form 990 (year ending June 2020) · figures checked against the IRS filing · see the original

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You’re viewing the FY2020 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 Dec 1960.

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

Where the money goes

74 cents of each dollar spent went to programs.

Program services 74% · $3.4M Management & general 21% · $980K Fundraising 4% · $186K

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

Who runs it and what they're paid

21 people listed on the 990; $207K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
Assistant Head of School
$100,999Pt VII · Sec A
Head of School
$81,732Pt VII · Sec A
Director of Finance & Ops.
$21,414Pt VII · Sec A
$2,580Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
President
$0Pt VII · Sec A
Trustee
$0Pt VII · Sec A

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Julie Kalmus$237,019$235,480$219,109$208,600$162,101$81,732
Kingston Govati$143,735$116,883$99,299$38,362——
Alice Hauschka$131,815$121,128$108,110$108,849$101,954$100,999
Libby Singer$124,432—————
Regan Wensnahan$119,962$110,338$101,294———
Ginger Goble-Van Diest$114,969—————
Nancy Gellerman————$101,777$21,414
Jenny Steen—————$2,580

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.

See Little School executive salaries →

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

Nurture children's curiosity to build social, academic, and compassionate skills.

Questions for Little School

Tap to ask. Little School sees how many people are interested.

Your first name shows with your question. Little School answers here, for everyone.

2 programs · $3.4M · in their own filed words · FY2019
01

Instructional Activities

To provide education for students ages 3 to 11 years old. Annual enrollment is approximately 163 students. The little school nurtures each child's natural curiosity and enthusiasm for learning; supports balanced social and academic skill development; and fosters community-minded, compassionate and intrinsically motivated students.

$3.3Mprogram expense
02

Extended Care

For families that need childcare beyond the regular school day, the little school extended day program offers students the opportunity to engage in a variety of activities in a supportive and fun environment that responds to the students interests and needs.

$112Kprogram expense

Funders

Who pays for it.

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

Grants

Schedule I · received and paid
Grants received · FY2024
See all 6 funders →
Grants paid · 2 grants · $1.5M · 2021–2022
Unitemized GrantFY2022$832,916
Unitemized GrantFY2021$645,501

By the numbers

Org confirmed 0 of 11 linesconfirmednot yet

The FY2020 990, line by line.

1The main four
Money inPt VIII
$5.3M
Ln 12
Fees for servicesLn 2g$4.1M
Gifts and grantsLn 1h$963K
Investment incomeLn 3$133K
Money outPt IX
$4.6M
Ln 25
Programscol B$3.4M
Managementcol C$980K
Fundraisingcol D$186K
Owns and owesPt X
$9.5M
net assets · Ln 32
Cash and savingsLn 1–2$2.1M
Total assetsLn 16$19.7M
LiabilitiesLn 26$10.2M
PeoplePt VI, VII
21
listed · VII A
PaidVII A4
Voting boardVI 1a18
IndependentVI 1b18
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$963K
Noncash giftsLn 1g$58K
Fundraising eventsLn 1c$167K
Fees for servicesLn 2g$4.1M
Investment incomeLn 3$133K
Other incomeLn 4–11$112K
Gains on assetsLn 7−$7K
Total revenueLn 12$5.3M
Assets in detailPt X, end of year
CashLn 1$1.1M
SavingsLn 2$931K
Cash and savings togetherLn 1–2$2.1M
InvestmentsLn 11–13$4.7M
Land, buildings, equipmentLn 10c$11.7M
Other assetsLn 15$0
Total assetsLn 16$19.7M
LiabilitiesLn 26$10.2M
Net assetsLn 32$9.5M
OperationsPt I, VI
EmployeesI 574
VolunteersI 673
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3More from this return
BondsSch K, Pt X
Tax-exempt bond debt owedX 20$7.5M
Bond issues listedSch K Pt I1
Raised by those issuesSch K Pt I$11.5M
Abroad and in kindSch F, M
Noncash gifts receivedSch M Pt I$58K
EndowmentSch D · Pt V
LineFY20FY19FY18FY17FY16
End of yearLn 1g$708K$708K$708K$708K$1.9M
SpentLn 1d–1f$413K$1.3M
4Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$753K$2.1M
InvestmentsLn 11–13$4.8M$4.7M
Land, buildings, equipmentLn 10c$3.3M$11.7M
Total assetsLn 16$10.3M$19.7M
LiabilitiesLn 26$1.4M$10.2M
Net assetsLn 32$8.9M$9.5M
5Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0
Grants to domestic individualsLn 2$328K$328K
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$368K$368K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$2.4M$2.0M$289K$113K
Pension plan contributionsLn 8$88K$57K$23K$7K
Other employee benefitsLn 9$331K$206K$110K$15K
Payroll taxesLn 10$228K$192K$26K$10K
Management feesLn 11a$0
Legal feesLn 11b$967$582$385
Accounting feesLn 11c$31K$31K
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$20K$20K
Other fees for servicesLn 11g$9K$6K$2K
Advertising and promotionLn 12$78K$425$77K
Office expensesLn 13$158K$102K$47K$9K
Information technologyLn 14$0
RoyaltiesLn 15$0
OccupancyLn 16$95K$80K$13K$3K
TravelLn 17$416$416
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$34K$20K$14K
InterestLn 20$0
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$247K$247K
InsuranceLn 23$48K$31K$17K
Other expenses (24a–d)Ln 24$110K$139K−$58K$29K
Total functional expensesLn 25$4.6M$3.4M$980K$186K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 LatestFiled with the IRS Apr 2, 2026 $9.7M$9.3M$382K$13.3M 990 PDF
FY2024Filed with the IRS Oct 31, 2024 $9.1M$8.6M$570K$12.4M 990 PDF
FY2023Filed with the IRS Mar 15, 2024 $8.1M$7.7M$388K$11.4M 990 PDF
FY2022Filed with the IRS May 15, 2023 $7.3M$6.8M$521K$10.7M 990 PDF
FY2021Filed with the IRS Jan 28, 2022 $6.9M$6.1M$787K$11.2M 990 PDF
FY2020 ViewingFiled with the IRS May 17, 2021 $5.3M$4.6M$736K$9.5M 990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support M · Noncash O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $5,302,677 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $2,218,103$962,794
I-9 Program service revenuePrior year $3,877,222$4,094,795
I-10 Investment incomePrior year $219,519$132,766
I-11 Other revenuePrior year $47,023$112,322
I-12 Total revenuePrior year $6,361,867$5,302,677
I-13 Grants and similar amounts paidPrior year $380,486$327,801
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $3,264,748$3,408,034
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $1,109,834$831,250
I-18 Total expensesPrior year $4,755,068$4,567,085
I-19 Revenue less expensesPrior year $1,606,799$735,592
Part VI · Governance 18 of 18 board members independent, no flags
VI-1a Voting members of the governing body18
VI-1b Independent voting members18
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 $5,302,677 across 12 lines filed
VIII-1c Fundraising events$167,457
VIII-1f All other contributions, gifts and grants$795,337
VIII-1g Noncash contributions (included above)$57,820
VIII-1h Total contributions, gifts and grants$962,794
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $4,094,795$4,094,795
VIII-3 Investment incomeExcluded from tax $139,589$139,589
VIII-5 Royalties$0
VIII-6 Net rental income or loss$0
VIII-7 Net gain or loss on sales of assetsExcluded from tax −$6,823−$6,823
VIII-8 Net income from fundraising eventsExcluded from tax $27,656$27,656
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $84,666$84,666
VIII-12 Total revenueRelated to mission $4,179,461 · Excluded from tax $160,422$5,302,677
Part IX · Statement of functional expenses $4,567,085 across 30 lines filed
IX-1 Grants to domestic organizations$0
IX-2 Grants to domestic individualsPrograms $327,801$327,801
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staffManagement $368,222$368,222
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesPrograms $1,992,026 · Management $288,732 · Fundraising $112,511$2,393,269
IX-8 Pension plan contributionsPrograms $57,023 · Management $23,022 · Fundraising $7,459$87,504
IX-9 Other employee benefitsPrograms $205,815 · Management $110,242 · Fundraising $14,896$330,953
IX-10 Payroll taxesPrograms $192,070 · Management $26,308 · Fundraising $9,708$228,086
IX-11a Management fees$0
IX-11b Legal feesPrograms $582 · Management $385$967
IX-11c Accounting feesManagement $30,590$30,590
IX-11d Lobbying fees$0
IX-11f Investment management feesManagement $20,354$20,354
IX-11g Other fees for servicesPrograms $6,242 · Management $2,264$8,506
IX-12 Advertising and promotionPrograms $425 · Management $77,427$77,852
IX-13 Office expensesPrograms $101,962 · Management $47,054 · Fundraising $9,190$158,206
IX-14 Information technology$0
IX-15 Royalties$0
IX-16 OccupancyPrograms $79,671 · Management $12,772 · Fundraising $2,822$95,265
IX-17 TravelPrograms $416$416
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetingsPrograms $20,071 · Management $13,703$33,774
IX-20 Interest$0
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortizationPrograms $247,398$247,398
IX-23 InsurancePrograms $31,288 · Management $17,015$48,303
IX-24 Other expenses (24a–d)Programs $138,729 · Management −$58,417 · Fundraising $29,307$109,619
IX-25 Total functional expensesPrograms $3,401,519 · Management $979,673 · Fundraising $185,893$4,567,085
Part X · Balance sheet $19,722,493 assets, 24 lines filed
X-1 Cash, non-interest-bearingStart of year $744,041$1,133,131
X-2 Savings and temporary cash investmentsStart of year $8,800$931,477
X-3 Pledges and grants receivableStart of year $1,358,119$1,086,070
X-4 Accounts receivableStart of year $23,383$113,479
X-8 Inventories for sale or useStart of year $0$0
X-9 Prepaid expenses and deferred chargesStart of year $58,327$70,123
X-10c Land, buildings and equipment, netStart of year $3,292,433$11,665,090
X-11 Publicly traded securitiesStart of year $4,795,163$4,723,123
X-12 Other securitiesStart of year $0$0
X-13 Program-related investmentsStart of year $0$0
X-14 Intangible assetsStart of year $0$0
X-15 Other assetsStart of year $0$0
X-16 Total assetsStart of year $10,280,266$19,722,493
X-17 Accounts payable and accrued expensesStart of year $547,362$1,464,613
X-18 Grants payableStart of year $0$0
X-19 Deferred revenueStart of year $407,041$532,356
X-20 Tax-exempt bond liabilitiesStart of year $435,557$7,525,015
X-24 Unsecured notes and loans payableStart of year $0$657,084
X-25 Other liabilitiesStart of year $0$0
X-26 Total liabilitiesStart of year $1,389,960$10,179,068
X-27 Net assets without donor restrictionsStart of year $5,220,905$5,399,208
X-28 Net assets with donor restrictionsStart of year $3,669,401$4,144,217
X-32 Total net assets or fund balancesStart of year $8,890,306$9,543,425
X-33 Total liabilities and net assetsStart of year $10,280,266$19,722,493
Part XI · Reconciliation of net assets $9,543,425 net assets at year end
XI-1 Total revenue$5,302,677
XI-2 Total expenses$4,567,085
XI-3 Revenue less expenses$735,592
XI-4 Net assets at start of year$8,890,306
XI-5 Net unrealized gains (losses) on investments−$82,473
XI-10 Net assets at end of year$9,543,425

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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