Big Leaf Montessori

Tax-deductible

Longview, WA501(c)(3)Since 1994EducationEIN 91-1647750

We are an approved private school and childcare center providing montessori education to children of cowlitz county, WA and surrounding areas.

501(c)(3) charity; gifts are tax-deductible.
99¢ of each $1 spent went to programs.
Run by 70 volunteers and 12 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
4 of 5
filings with a surplus
Average surplus $39K a year · 12% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
99%
of spending
Looks good: 99% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
6 mo
of spending, in cash
Looks good: 6.4 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $75
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$816
0.4% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
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
$415K
+32% vs prior year
Spent
$369K
To programs
99%
Net assets
$224K
By yearFY2020–FY2024
Revenue
$415K
FY2024▲ +32%
Revenue by fiscal year
FY2020$259K
FY2021$362K
FY2022$285K
FY2023$315K
FY2024$415K
Expenses
$369K
FY2024▲ +23%
Expenses by fiscal year
FY2020$200K
FY2021$261K
FY2022$310K
FY2023$300K
FY2024$369K
Net assets
$224K
FY2024▲ +37%
Net assets by fiscal year
FY2020$75K
FY2021$174K
FY2022$149K
FY2023$164K
FY2024$224K

From the FY2024 Form 990 · see the original

Give Claim

Is it real?

Yes. Exemption reinstated (2011-11-15). Per the IRS revocation list. Latest filing on record: FY2024. IRS ruling in Jul 2018.

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

Where the money goes

99 cents of each dollar spent went to programs.

Program services 99% · $365K Management & general 1% · $4K

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

Who runs it and what they're paid

5 people listed on the 990.

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A

Alicia Jackson’s $31K as Head of Scho is at the 24th 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 · 1 named individual · Part VII

NameFY2023FY2022FY2021
Alicia Jackson$31,400$31,375$31,438

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 Big Leaf Montessori executive salaries →

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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 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Offers quality Montessori education for children aged 30 months to 12 years.

Provided by the organization

This section is blank until Big Leaf Montessori claims this page.

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1 program service account for $365K of program spending, described in the organization's own filed words · FY2024.
01

From january to june 2024 our seven exceptional staff served 40 children ages 30 months to 12 years of age, providing quality individualized instruction using the montessori philosophy. Our elementary classroom attended field trips and outings, as well as our outdoor school trip.

$365Kprogram 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
Total grants receivedfrom 1 funder$75

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$415K
Ln 12
Fees for servicesLn 2g$357K
Gifts and grantsLn 1h$58K
Investment incomeLn 3$281
Money outPt IX
$369K
Ln 25
Programscol B$365K
Managementcol C$4K
Owns and owesPt X
$224K
net assets · Ln 32
Cash and savingsLn 1–2$197K
Total assetsLn 16$225K
LiabilitiesLn 26$816
PeoplePt VI, VII
5
listed · VII A
PaidVII A0
Voting boardVI 1a5
IndependentVI 1b5
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$58K
Government grantsLn 1e$32K
Fees for servicesLn 2g$357K
Investment incomeLn 3$281
Total revenueLn 12$415K
Assets in detailPt X, end of year
CashLn 1$197K
Cash and savings togetherLn 1–2$197K
Land, buildings, equipmentLn 10c$28K
Total assetsLn 16$225K
LiabilitiesLn 26$816
Net assetsLn 32$224K
OperationsPt I, VI
EmployeesI 512
VolunteersI 670
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$160K$197K
Land, buildings, equipmentLn 10c$18K$28K
Total assetsLn 16$179K$225K
LiabilitiesLn 26$2K$816
Net assetsLn 32$178K$224K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$238K$238K
Other employee benefitsLn 9$13K$13K
Payroll taxesLn 10$22K$22K
Legal feesLn 11b$140$140
Accounting feesLn 11c$4K$4K
Advertising and promotionLn 12$3K$3K
Office expensesLn 13$6K$6K
OccupancyLn 16$34K$34K
TravelLn 17$757$757
Depreciation, depletion and amortizationLn 22$4K$4K
InsuranceLn 23$6K$6K
Other expenses (24a–d)Ln 24$38K$38K
Total functional expensesLn 25$369K$365K$4K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $415K$369K$47K$224K 990 PDF
FY2023 $315K$300K$15K$164K 990 PDF
FY2022 $285K$310K−$25K$149K 990 PDF
FY2021 $362K$261K$101K$174K 990 PDF
FY2020 $259K$200K$59K$75K 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
See the full FY2024 990 (4 parts)
Part VIII · Statement of revenue $415,339 across 6 lines filed
VIII-1e Government grants$31,915
VIII-1f All other contributions, gifts and grants$25,978
VIII-1h Total contributions, gifts and grants$57,893
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $357,165$357,165
VIII-3 Investment incomeExcluded from tax $281$281
VIII-12 Total revenueRelated to mission $357,165 · Excluded from tax $281$415,339
Part IX · Statement of functional expenses $368,718 across 12 lines filed
IX-7 Other salaries and wagesPrograms $237,602$237,602
IX-9 Other employee benefitsPrograms $13,006$13,006
IX-10 Payroll taxesPrograms $22,320$22,320
IX-11b Legal feesManagement $140$140
IX-11c Accounting feesManagement $3,938$3,938
IX-12 Advertising and promotionPrograms $2,823$2,823
IX-13 Office expensesPrograms $5,974$5,974
IX-16 OccupancyPrograms $34,357$34,357
IX-17 TravelPrograms $757$757
IX-22 Depreciation, depletion and amortizationPrograms $4,364$4,364
IX-23 InsurancePrograms $5,720$5,720
IX-24 Other expenses (24a–d)Programs $37,717$37,717
IX-25 Total functional expensesPrograms $364,640 · Management $4,078 · Fundraising $0$368,718
Part X · Balance sheet $225,130 assets, 8 lines filed
X-1 Cash, non-interest-bearingStart of year $159,595$196,843
X-10c Land, buildings and equipment, netStart of year $18,011$28,287
X-16 Total assetsStart of year $179,353$225,130
X-25 Other liabilitiesStart of year $1,660$816
X-26 Total liabilitiesStart of year $1,660$816
X-27 Net assets without donor restrictionsStart of year $177,693$224,314
X-32 Total net assets or fund balancesStart of year $177,693$224,314
X-33 Total liabilities and net assetsStart of year $179,353$225,130
Part XI · Reconciliation of net assets $224,314 net assets at year end
XI-1 Total revenue$415,339
XI-2 Total expenses$368,718
XI-3 Revenue less expenses$46,621
XI-4 Net assets at start of year$177,693
XI-10 Net assets at end of year$224,314

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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