Monteverde School INC: FY2022 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

85 cents of each dollar spent went to programs.

85%

15%

Program services 85% · $547K Management & general 15% · $97K

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

Something off? Claim to add context

Who runs it and what they're paid

2 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2021); the FY2022 filing did not itemize Part VII

Lani Marsden

President

$0Pt VII · Sec A

Erin Bertiglia

Secretary

$0Pt VII · Sec A

See Monteverde School INC 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 15aNo

Programs and updates

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

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1 program · $547K · in their own filed words · FY2021

01

Early childhood education and care

Form 990 Part III, line 4, FY2021. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 94-3180635) · Dispute this line

$547Kprogram 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 FY2022 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$729K

Ln 12

Fees for servicesLn 2g$696K

Gifts and grantsLn 1h$22K

Other incomeLn 4–11$11K

Money outPt IX

$644K

Ln 25

Programscol B$547K

Managementcol C$97K

Owns and owesPt X

$490K

net assets · Ln 32

Cash and savingsLn 1–2$464K

Total assetsLn 16$494K

LiabilitiesLn 26$4K

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$22K

Fees for servicesLn 2g$696K

Investment incomeLn 3$401

Other incomeLn 4–11$11K

Total revenueLn 12$729K

Assets in detailPt X, end of year

CashLn 1$225K

SavingsLn 2$240K

Cash and savings togetherLn 1–2$464K

Accounts receivableLn 4$60

Land, buildings, equipmentLn 10c$29K

Total assetsLn 16$494K

LiabilitiesLn 26$4K

Net assetsLn 32$490K

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 FY22	End FY22
Cash and savingsLn 1–2	$374K	$464K
Land, buildings, equipmentLn 10c	$33K	$29K
Total assetsLn 16	$407K	$494K
LiabilitiesLn 26	$2K	$4K
Net assetsLn 32	$405K	$490K

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Other salaries and wagesLn 7	$424K	$424K
Pension plan contributionsLn 8	$10K	$10K
Other employee benefitsLn 9	$46K	$46K
Payroll taxesLn 10	$34K	$34K
Other fees for servicesLn 11g	$11K	$11K
Advertising and promotionLn 12	$210	$210
Office expensesLn 13	$4K		$4K
Depreciation, depletion and amortizationLn 22	$8K		$8K
InsuranceLn 23	$12K		$12K
Other expenses (24a–d)Ln 24	$87K	$18K	$68K
All other expensesLn 24e	$8K	$3K	$5K
Total functional expensesLn 25	$644K	$547K	$97K	$0

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2025 LatestFiled with the IRS Jul 6, 2026	$878K	$882K	−$4K	$577K	990 PDF
FY2024Filed with the IRS Jul 8, 2025	$830K	$822K	$8K	$582K	990 PDF
FY2023Filed with the IRS Jul 9, 2024	$796K	$712K	$84K	$574K	990 PDF
FY2022 ViewingFiled with the IRS Jul 17, 2023	$729K	$644K	$85K	$490K	990 PDF
FY2021Filed with the IRS Jul 14, 2022	$679K	$564K	$116K	$405K	990 PDF
FY2020Filed with the IRS Jul 14, 2021	$579K	$593K	−$14K	$289K	990 PDF

Schedules filed Part IV

A · Public support I · Grants O · Explanations

See the full FY2022 990

Part I · Summary $729,170 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $33,534$22,313

I-9 Program service revenuePrior year $529,182$695,557

I-10 Investment incomePrior year $276$401

I-11 Other revenuePrior year $116,483$10,899

I-12 Total revenuePrior year $679,475$729,170

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 $453,278$514,392

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

I-17 Other expensesPrior year $110,235$129,423

I-18 Total expensesPrior year $563,513$643,815

I-19 Revenue less expensesPrior year $115,962$85,355

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 $729,170 across 6 lines filed

VIII-1f All other contributions, gifts and grants$22,313

VIII-1h Total contributions, gifts and grants$22,313

VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $695,557$695,557

VIII-3 Investment incomeRelated to mission $401$401

VIII-8 Net income from fundraising eventsExcluded from tax $10,899$10,899

VIII-12 Total revenueRelated to mission $695,958 · Unrelated business $0 · Excluded from tax $10,899$729,170

Part IX · Statement of functional expenses $643,815 across 11 lines filed

IX-7 Other salaries and wagesPrograms $424,096$424,096

IX-8 Pension plan contributionsPrograms $10,093$10,093

IX-9 Other employee benefitsPrograms $46,295$46,295

IX-10 Payroll taxesPrograms $33,908$33,908

IX-11g Other fees for servicesPrograms $11,088$11,088

IX-12 Advertising and promotionPrograms $210$210

IX-13 Office expensesManagement $4,225$4,225

IX-22 Depreciation, depletion and amortizationManagement $7,609$7,609

IX-23 InsuranceManagement $12,105$12,105

IX-24 Other expenses (24a–d)Programs $18,361 · Management $68,262$86,623

IX-24e All other expensesPrograms $2,874 · Management $4,689$7,563

IX-25 Total functional expensesPrograms $546,925 · Management $96,890 · Fundraising $0$643,815

Part X · Balance sheet $493,747 assets, 13 lines filed

X-1 Cash, non-interest-bearingStart of year $148,936$224,711

X-2 Savings and temporary cash investmentsStart of year $224,990$239,641

X-4 Accounts receivable$60

X-10c Land, buildings and equipment, netStart of year $32,875$29,335

X-16 Total assetsStart of year $406,801$493,747

X-17 Accounts payable and accrued expensesStart of year $0$2,660

X-25 Other liabilitiesStart of year $2,242$1,173

X-26 Total liabilitiesStart of year $2,242$3,833

X-29 Capital stock or trust principalStart of year $0$0

X-30 Paid-in or capital surplusStart of year $0$0

X-31 Retained earnings or endowmentStart of year $404,559$489,914

X-32 Total net assets or fund balancesStart of year $404,559$489,914

X-33 Total liabilities and net assetsStart of year $406,801$493,747

Part XI · Reconciliation of net assets $489,914 net assets at year end

XI-1 Total revenue$729,170

XI-2 Total expenses$643,815

XI-3 Revenue less expenses$85,355

XI-4 Net assets at start of year$404,559

XI-9 Other changes in net assets$0

XI-10 Net assets at end of year$489,914

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

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Monteverde School INC FY2022 filing

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