Private School education from eight weeks through eighth grade dedicated to nurturing the whole child through intentional academic guidance, purposeful learning environments, and peace minded community support.

501(c)(3) charity; gifts are tax-deductible.
85¢ of each $1 spent went to programs.
Run by 262 volunteers and 100 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

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FY2025 · 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
5 of 6
filings with a surplus
Average surplus $133K a year · 4% of revenue · last 6 filings
Fine: a surplus in 5 of the last 6 filings.
Pt I · Ln 19 · 6 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
$129K
to officers and key staff · 3% of spending
Looks good: pay to officers and key staff is 3% of spending; 15% or less.
Pt VII · Sec A
3 mo
of spending, in cash
Looks good: 3.2 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $284
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$1.9M
47% of total assets
Looks good: liabilities are 47% of assets; 50% or less.
Pt X · Ln 26
Independent board members
8
of 8 voting members
Looks good: 8 of 8 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$4.1M
+0.8% vs prior year
Spent
$4.2M
To programs
85%
Net assets
$2.2M
By yearFY2020–FY2025
Revenue
$4.1M
FY2025▲ +0.8%
Tap a bar for its year
Revenue by fiscal year
FY2020$2.1M
FY2021$2.3M
FY2022$2.8M
FY2023$3.2M
FY2024$4.1M
FY2025$4.1M
Expenses
$4.2M
FY2025▲ +5%
Tap a bar for its year
Expenses by fiscal year
FY2020$2.1M
FY2021$2.1M
FY2022$2.5M
FY2023$3.1M
FY2024$4.0M
FY2025$4.2M
Net assets
$2.2M
FY2025▼ -0.6%
Tap a bar for its year
Net assets by fiscal year
FY2020$1.3M
FY2021$1.5M
FY2022$1.9M
FY2023$2.0M
FY2024$2.2M
FY2025$2.2M

From the FY2025 Form 990 (year ending July 2025) · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jun 1987.

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% · $3.6M Management & general 12% · $512K Fundraising 3% · $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

9 people listed on the 990; $129K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
Head of School
$129,416Pt VII · Sec A
Vice Chair
$0Pt VII · Sec A
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Compensation history total reportable pay by year · 2 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Aimee Allen$129,416$116,591$116,591$103,700——
Amiee Allen————$95,000$85,825

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

Provides private school education from preschool through ninth grade.

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Provided by the organization

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1 program · $3.6M · in their own filed words · FY2024
01

Harbor montessori school (HMS) is an independent, nonprofit school serving children from eight weeks through eighth grade. Accredited by the american montessori society and the northwest association of independent schools, HMS has proudly served the south sound community for over four DECADES.AT HMS, we foster a strong sense of belonging…

$3.6Mprogram 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$284

By the numbers

The FY2025 990, line by line.

1The main four
Money inPt VIII
$4.1M
Ln 12
Fees for servicesLn 2g$4.0M
Gifts and grantsLn 1h$101K
Investment incomeLn 3$39K
Money outPt IX
$4.2M
Ln 25
Programscol B$3.6M
Managementcol C$512K
Fundraisingcol D$111K
Owns and owesPt X
$2.2M
net assets · Ln 32
Cash and savingsLn 1–2$1.1M
Total assetsLn 16$4.1M
LiabilitiesLn 26$1.9M
PeoplePt VI, VII
9
listed · VII A
PaidVII A1
Voting boardVI 1a8
IndependentVI 1b8
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$101K
Fundraising eventsLn 1c$28K
Fees for servicesLn 2g$4.0M
Investment incomeLn 3$39K
Other incomeLn 4–11$6K
Total revenueLn 12$4.1M
Assets in detailPt X, end of year
CashLn 1$556K
SavingsLn 2$553K
Cash and savings togetherLn 1–2$1.1M
InvestmentsLn 11–13$147K
Land, buildings, equipmentLn 10c$2.8M
Total assetsLn 16$4.1M
LiabilitiesLn 26$1.9M
Net assetsLn 32$2.2M
OperationsPt I, VI
EmployeesI 5100
VolunteersI 6262
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 FY25End FY25
Cash and savingsLn 1–2$1.1M$1.1M
InvestmentsLn 11–13$137K$147K
Land, buildings, equipmentLn 10c$2.9M$2.8M
Total assetsLn 16$4.4M$4.1M
LiabilitiesLn 26$2.2M$1.9M
Net assetsLn 32$2.2M$2.2M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$112K$112K
Pay of current officers, directors and key staffLn 5$141K$85K$28K$28K
Other salaries and wagesLn 7$2.6M$2.4M$214K$69K
Other employee benefitsLn 9$226K$208K$14K$5K
Payroll taxesLn 10$246K$226K$15K$5K
Management feesLn 11a$47K$47K
Legal feesLn 11b$18K$18K
Accounting feesLn 11c$8K$8K
Advertising and promotionLn 12$6K$6K$290
Office expensesLn 13$63K$59K$4K
OccupancyLn 16$195K$156K$39K
InterestLn 20$86K$69K$17K
Depreciation, depletion and amortizationLn 22$154K$123K$31K
InsuranceLn 23$52K$48K$4K
Other expenses (24a–d)Ln 24$162K$109K$53K
All other expensesLn 24e$25K$255$20K$4K
Total functional expensesLn 25$4.2M$3.6M$512K$111K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $4.1M$4.2M−$29K$2.2M 990 PDF
FY2024 $4.1M$4.0M$141K$2.2M 990 PDF
FY2023 $3.2M$3.1M$135K$2.0M 990 PDF
FY2022 $2.8M$2.5M$339K$1.9M 990 PDF
FY2021 $2.3M$2.1M$209K$1.5M 990 PDF
FY2020 $2.1M$2.1M$4K$1.3M 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 FY2025 990 (6 parts)
Part I · Summary $4,145,545 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $198,594$101,345
I-9 Program service revenuePrior year $3,873,960$3,999,933
I-10 Investment incomePrior year $4,411$38,669
I-11 Other revenuePrior year $34,051$5,598
I-12 Total revenuePrior year $4,111,016$4,145,545
I-13 Grants and similar amounts paidPrior year $112,820$111,596
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $3,010,118$3,248,239
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $847,196$814,754
I-18 Total expensesPrior year $3,970,134$4,174,589
I-19 Revenue less expensesPrior year $140,882−$29,044
Part VI · Governance 8 of 8 board members independent, no flags
VI-1a Voting members of the governing body8
VI-1b Independent voting members8
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 $4,145,545 across 7 lines filed
VIII-1c Fundraising events$27,617
VIII-1f All other contributions, gifts and grants$73,728
VIII-1h Total contributions, gifts and grants$101,345
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $3,999,933$3,999,933
VIII-3 Investment incomeExcluded from tax $38,669$38,669
VIII-8 Net income from fundraising eventsExcluded from tax $5,598$5,598
VIII-12 Total revenueRelated to mission $3,999,933 · Unrelated business $0 · Excluded from tax $44,267$4,145,545
Part IX · Statement of functional expenses $4,174,589 across 16 lines filed
IX-2 Grants to domestic individualsPrograms $111,596$111,596
IX-5 Pay of current officers, directors and key staffPrograms $84,510 · Management $28,170 · Fundraising $28,170$140,850
IX-7 Other salaries and wagesPrograms $2,351,680 · Management $214,375 · Fundraising $69,191$2,635,246
IX-9 Other employee benefitsPrograms $208,161 · Management $13,576 · Fundraising $4,525$226,262
IX-10 Payroll taxesPrograms $226,210 · Management $14,753 · Fundraising $4,918$245,881
IX-11a Management feesManagement $47,021$47,021
IX-11b Legal feesManagement $18,370$18,370
IX-11c Accounting feesManagement $7,866$7,866
IX-12 Advertising and promotionPrograms $5,502 · Fundraising $290$5,792
IX-13 Office expensesPrograms $58,567 · Management $4,408$62,975
IX-16 OccupancyPrograms $155,643 · Management $38,911$194,554
IX-20 InterestPrograms $68,626 · Management $17,156$85,782
IX-22 Depreciation, depletion and amortizationPrograms $123,045 · Management $30,761$153,806
IX-23 InsurancePrograms $48,029 · Management $3,615$51,644
IX-24 Other expenses (24a–d)Programs $109,414 · Management $52,771$162,185
IX-24e All other expensesPrograms $255 · Management $20,266 · Fundraising $4,238$24,759
IX-25 Total functional expensesPrograms $3,551,238 · Management $512,019 · Fundraising $111,332$4,174,589
Part X · Balance sheet $4,134,571 assets, 14 lines filed
X-1 Cash, non-interest-bearingStart of year $551,255$556,461
X-2 Savings and temporary cash investmentsStart of year $588,976$553,425
X-4 Accounts receivableStart of year $229,508$68,087
X-9 Prepaid expenses and deferred chargesStart of year $8,352$7,282
X-10c Land, buildings and equipment, netStart of year $2,873,134$2,802,463
X-11 Publicly traded securitiesStart of year $136,948$146,853
X-16 Total assetsStart of year $4,388,173$4,134,571
X-17 Accounts payable and accrued expensesStart of year $76,106$81,572
X-19 Deferred revenueStart of year $919,292$837,295
X-26 Total liabilitiesStart of year $2,183,914$1,943,956
X-27 Net assets without donor restrictionsStart of year $2,067,311$2,016,145
X-28 Net assets with donor restrictionsStart of year $136,948$174,470
X-32 Total net assets or fund balancesStart of year $2,204,259$2,190,615
X-33 Total liabilities and net assetsStart of year $4,388,173$4,134,571
Part XI · Reconciliation of net assets $2,190,615 net assets at year end
XI-1 Total revenue$4,145,545
XI-2 Total expenses$4,174,589
XI-3 Revenue less expenses−$29,044
XI-4 Net assets at start of year$2,204,259
XI-5 Net unrealized gains (losses) on investments$15,400
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$2,190,615

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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