Big Leaf Montessori FY2022 filing

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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.
97¢ of each $1 spent went to programs.
$31K 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

FY2022 · 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
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
97%
of spending
Looks good: 97% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$31K
to officers and key staff · 10% of spending
Looks good: pay to officers and key staff is 10% of spending; 15% or less.
Pt VII · Sec A
5 mo
of spending, in cash
Looks good: 5.1 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
$7K
5% of total assets
Looks good: liabilities are 5% 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
$285K
-21% vs prior year
Spent
$310K
To programs
97%
Net assets
$149K
By yearFY2020–FY2025
Revenue
$285K
FY2022▼ -21%
Tap a bar for its year
Revenue by fiscal year
FY2020$259K
FY2021$362K
FY2022$285K
FY2023$315K
FY2025$415K
Expenses
$310K
FY2022▲ +19%
Tap a bar for its year
Expenses by fiscal year
FY2020$200K
FY2021$261K
FY2022$310K
FY2023$300K
FY2025$369K
Net assets
$149K
FY2022▼ -14%
Tap a bar for its year
Net assets by fiscal year
FY2020$75K
FY2021$174K
FY2022$149K
FY2023$164K
FY2025$224K

From the FY2022 Form 990 · see the original

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You’re viewing the FY2022 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Exemption reinstated (2011-11-15). Per the IRS revocation list. Latest filing on record: FY2025. IRS ruling in Jul 2018.

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

Where the money goes

97 cents of each dollar spent went to programs.

Program services 97% · $301K Management & general 3% · $8K

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; $31K paid to officers and key staff.

Part VII, Section A · reportable compensation
Head of Scho
$31,375Pt VII · Sec A
$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 →

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.

Questions for Big Leaf Montessori

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1 program · $301K · in their own filed words · FY2022
01

In 2022 we served a total of 49 children ages 30 months to 12 years of age. We have six staff members who continue to provide quality individualized instruction using the montessori philosophy. As in previous years, before and after care options for working parents are available.

$301Kprogram 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$75

By the numbers

The FY2022 990, line by line.

1The main four
Money inPt VIII
$285K
Ln 12
Fees for servicesLn 2g$253K
Gifts and grantsLn 1h$32K
Investment incomeLn 3$28
Money outPt IX
$310K
Ln 25
Programscol B$301K
Managementcol C$8K
Owns and owesPt X
$149K
net assets · Ln 32
Cash and savingsLn 1–2$132K
Total assetsLn 16$156K
LiabilitiesLn 26$7K
PeoplePt VI, VII
6
listed · VII A
PaidVII A1
Voting boardVI 1a5
IndependentVI 1b5
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$32K
Government grantsLn 1e$21K
Noncash giftsLn 1g$500
Fees for servicesLn 2g$253K
Investment incomeLn 3$28
Gains on assetsLn 7−$459
Total revenueLn 12$285K
Assets in detailPt X, end of year
CashLn 1$132K
Cash and savings togetherLn 1–2$132K
Land, buildings, equipmentLn 10c$24K
Total assetsLn 16$156K
LiabilitiesLn 26$7K
Net assetsLn 32$149K
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 FY22End FY22
Cash and savingsLn 1–2$157K$132K
Land, buildings, equipmentLn 10c$26K$24K
Total assetsLn 16$183K$156K
LiabilitiesLn 26$10K$7K
Net assetsLn 32$174K$149K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$31K$31K
Other salaries and wagesLn 7$174K$174K
Other employee benefitsLn 9$13K$13K
Payroll taxesLn 10$20K$20K
Accounting feesLn 11c$2K$2K
Other fees for servicesLn 11g$8K$2K$6K
Advertising and promotionLn 12$3K$3K
Office expensesLn 13$3K$3K
OccupancyLn 16$24K$24K
TravelLn 17$108$108
Conferences, conventions and meetingsLn 19$2K$2K
InterestLn 20$17$17
Depreciation, depletion and amortizationLn 22$5K$5K
InsuranceLn 23$7K$7K
Other expenses (24a–d)Ln 24$17K$17K
Total functional expensesLn 25$310K$301K$8K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 LatestFiled with the IRS May 15, 2026 $415K$369K$47K$224K 990 PDF
FY2024 Not on file
FY2023Filed with the IRS Aug 26, 2024 $315K$300K$15K$164K 990 PDF
FY2022 ViewingFiled with the IRS Jul 30, 2023 $285K$310K−$25K$149K 990 PDF
FY2021Filed with the IRS Oct 4, 2022 $362K$261K$101K$174K 990 PDF
FY2020Filed with the IRS Dec 15, 2021 $259K$200K$59K$75K 990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2022 990 (6 parts)
Part I · Summary $285,124 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $119,890$32,483
I-9 Program service revenuePrior year $242,238$253,072
I-10 Investment incomePrior year $24−$431
I-11 Other revenue$0
I-12 Total revenuePrior year $362,152$285,124
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $198,356$237,187
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $62,954$72,624
I-18 Total expensesPrior year $261,310$309,811
I-19 Revenue less expensesPrior year $100,842−$24,687
Part VI · Governance 5 of 5 board members independent, 5 to look at
VI-1a Voting members of the governing body5
VI-1b Independent voting members5
VI-2 Family or business relationship among officers or directorsYes
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
Part VIII · Statement of revenue $285,124 across 8 lines filed
VIII-1e Government grants$21,104
VIII-1f All other contributions, gifts and grants$11,379
VIII-1g Noncash contributions (included above)$500
VIII-1h Total contributions, gifts and grants$32,483
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $253,072$253,072
VIII-3 Investment incomeExcluded from tax $28$28
VIII-7 Net gain or loss on sales of assetsRelated to mission −$459−$459
VIII-12 Total revenueRelated to mission $252,613 · Excluded from tax $28$285,124
Part IX · Statement of functional expenses $309,811 across 15 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $31,375$31,375
IX-7 Other salaries and wagesPrograms $173,506$173,506
IX-9 Other employee benefitsPrograms $12,586$12,586
IX-10 Payroll taxesPrograms $19,720$19,720
IX-11c Accounting feesManagement $2,277$2,277
IX-11g Other fees for servicesPrograms $1,884 · Management $6,124$8,008
IX-12 Advertising and promotionPrograms $3,203$3,203
IX-13 Office expensesPrograms $3,268$3,268
IX-16 OccupancyPrograms $24,275$24,275
IX-17 TravelPrograms $108$108
IX-19 Conferences, conventions and meetingsPrograms $2,323$2,323
IX-20 InterestPrograms $17$17
IX-22 Depreciation, depletion and amortizationPrograms $4,538$4,538
IX-23 InsurancePrograms $7,121$7,121
IX-24 Other expenses (24a–d)Programs $17,486$17,486
IX-25 Total functional expensesPrograms $301,410 · Management $8,401 · Fundraising $0$309,811
Part X · Balance sheet $156,120 assets, 9 lines filed
X-1 Cash, non-interest-bearingStart of year $157,055$132,057
X-10c Land, buildings and equipment, netStart of year $26,109$24,063
X-16 Total assetsStart of year $183,164$156,120
X-25 Other liabilitiesStart of year $9,564$7,207
X-26 Total liabilitiesStart of year $9,564$7,207
X-27 Net assets without donor restrictionsStart of year $173,600$134,052
X-28 Net assets with donor restrictions$14,861
X-32 Total net assets or fund balancesStart of year $173,600$148,913
X-33 Total liabilities and net assetsStart of year $183,164$156,120
Part XI · Reconciliation of net assets $148,913 net assets at year end
XI-1 Total revenue$285,124
XI-2 Total expenses$309,811
XI-3 Revenue less expenses−$24,687
XI-4 Net assets at start of year$173,600
XI-10 Net assets at end of year$148,913

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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