Monteverde School INC: FY2021 Nonprofit Profile & Form 990 (EIN 94-3180635)

Revenue by fiscal year
FY2020	$579K
FY2021	$679K
FY2022	$729K
FY2023	$796K
FY2024	$830K
FY2025	$878K

Expenses by fiscal year
FY2020	$593K
FY2021	$564K
FY2022	$644K
FY2023	$712K
FY2024	$822K
FY2025	$882K

Net assets by fiscal year
FY2020	$289K
FY2021	$405K
FY2022	$490K
FY2023	$574K
FY2024	$582K
FY2025	$577K

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jan 1994.

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

Where the money goes

84 cents of each dollar spent went to programs.

84%

16%

Program services 84% · $475K Management & general 16% · $89K

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

2 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII

Lani Marsden

President

$0Pt VII · Sec A

Cherie Spivey

Secretary

$0Pt VII · Sec A

See Monteverde School INC 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 2No
Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Offers childcare and early education for preschoolers, Monday through Friday.

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Provided by the organization

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1 program · $475K · in their own filed words · FY2020

01

Early childhood education and care

$475Kprogram 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 · FY2024

American Online Giving Foundation INCFY2024$7K

Nia Community FoundationFY2024$1K

Total grants receivedfrom 2 funders$8K

By the numbers

The FY2021 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$679K

Ln 12

Fees for servicesLn 2g$529K

Other incomeLn 4–11$116K

Gifts and grantsLn 1h$34K

Money outPt IX

$564K

Ln 25

Programscol B$475K

Managementcol C$89K

Owns and owesPt X

$405K

net assets · Ln 32

Cash and savingsLn 1–2$374K

Total assetsLn 16$407K

LiabilitiesLn 26$2K

PeoplePt VI, VII

2

listed · VII A

PaidVII A0

Voting boardVI 1a8

IndependentVI 1b0

2In more detail

Revenue in detailPt VIII

Gifts and grantsLn 1h$34K

Fees for servicesLn 2g$529K

Investment incomeLn 3$276

Other incomeLn 4–11$116K

Total revenueLn 12$679K

Assets in detailPt X, end of year

CashLn 1$149K

SavingsLn 2$225K

Cash and savings togetherLn 1–2$374K

Land, buildings, equipmentLn 10c$33K

Other assetsLn 15$0

Total assetsLn 16$407K

LiabilitiesLn 26$2K

Net assetsLn 32$405K

OperationsPt I, VI

EmployeesI 516

VolunteersI 60

Fiscal year endsHeaderAugust

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

Line	Start FY21	End FY21
Cash and savingsLn 1–2	$246K	$374K
Land, buildings, equipmentLn 10c	$41K	$33K
Total assetsLn 16	$290K	$407K
LiabilitiesLn 26	$1K	$2K
Net assetsLn 32	$289K	$405K

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Other salaries and wagesLn 7	$372K	$372K
Pension plan contributionsLn 8	$6K	$6K
Other employee benefitsLn 9	$47K	$47K
Payroll taxesLn 10	$28K	$28K
Other fees for servicesLn 11g	$7K	$7K
Advertising and promotionLn 12	$255	$255
Office expensesLn 13	$3K		$3K
Depreciation, depletion and amortizationLn 22	$8K		$8K
InsuranceLn 23	$11K		$11K
Other expenses (24a–d)Ln 24	$75K	$11K	$65K
All other expensesLn 24e	$6K	$3K	$3K
Total functional expensesLn 25	$564K	$475K	$89K	$0

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2025 Latest	$878K	$882K	−$4K	$577K	990 PDF
FY2024	$830K	$822K	$8K	$582K	990 PDF
FY2023	$796K	$712K	$84K	$574K	990 PDF
FY2022	$729K	$644K	$85K	$490K	990 PDF
FY2021 Viewing	$679K	$564K	$116K	$405K	990 PDF
FY2020	$579K	$593K	−$14K	$289K	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 FY2021 990 (6 parts)

Part I · Summary $679,475 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $11,657$33,534

I-9 Program service revenuePrior year $455,709$529,182

I-10 Investment incomePrior year $725$276

I-11 Other revenuePrior year $110,944$116,483

I-12 Total revenuePrior year $579,035$679,475

I-13 Grants and similar amounts paidPrior year $0$0

I-14 Benefits paid to membersPrior year $0$0

I-15 Salaries and benefitsPrior year $479,731$453,278

I-16a Professional fundraising feesPrior year $0$0

I-17 Other expensesPrior year $113,472$110,235

I-18 Total expensesPrior year $593,203$563,513

I-19 Revenue less expensesPrior year −$14,168$115,962

Part VI · Governance 0 of 8 board members independent, 4 to look at

VI-1a Voting members of the governing body8

VI-1b Independent voting members0

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

VI-2 Family or business relationship among officers or directorsNo

Part VIII · Statement of revenue $679,475 across 7 lines filed

VIII-1f All other contributions, gifts and grants$33,534

VIII-1h Total contributions, gifts and grants$33,534

VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $529,182$529,182

VIII-3 Investment incomeRelated to mission $276$276

VIII-8 Net income from fundraising eventsExcluded from tax $22,583$22,583

VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Unrelated business $93,900$93,900

VIII-12 Total revenueRelated to mission $529,458 · Unrelated business $93,900 · Excluded from tax $22,583$679,475

Part IX · Statement of functional expenses $563,513 across 11 lines filed

IX-7 Other salaries and wagesPrograms $371,955$371,955

IX-8 Pension plan contributionsPrograms $6,406$6,406

IX-9 Other employee benefitsPrograms $46,623$46,623

IX-10 Payroll taxesPrograms $28,294$28,294

IX-11g Other fees for servicesPrograms $7,086$7,086

IX-12 Advertising and promotionPrograms $255$255

IX-13 Office expensesManagement $2,598$2,598

IX-22 Depreciation, depletion and amortizationManagement $8,185$8,185

IX-23 InsuranceManagement $10,503$10,503

IX-24 Other expenses (24a–d)Programs $10,655 · Management $64,502$75,157

IX-24e All other expensesPrograms $3,398 · Management $3,053$6,451

IX-25 Total functional expensesPrograms $474,672 · Management $88,841 · Fundraising $0$563,513

Part X · Balance sheet $406,801 assets, 9 lines filed

X-1 Cash, non-interest-bearingStart of year $63,641$148,936

X-2 Savings and temporary cash investmentsStart of year $182,434$224,990

X-10c Land, buildings and equipment, netStart of year $41,060$32,875

X-15 Other assetsStart of year $553$0

X-16 Total assetsStart of year $290,032$406,801

X-25 Other liabilitiesStart of year $1,435$2,242

X-26 Total liabilitiesStart of year $1,435$2,242

X-32 Total net assets or fund balancesStart of year $288,597$404,559

X-33 Total liabilities and net assetsStart of year $290,032$406,801

Part XI · Reconciliation of net assets $404,559 net assets at year end

XI-1 Total revenue$679,475

XI-2 Total expenses$563,513

XI-3 Revenue less expenses$115,962

XI-4 Net assets at start of year$288,597

XI-9 Other changes in net assets$0

XI-10 Net assets at end of year$404,559

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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Monteverde School INC FY2021 filing

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