Nonprofit · EIN 80-0254417
SAMISH MONTESSORI SCHOOL
Tax-exempt · BELLINGHAM, WA 98229
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2025 | 990 | $791,799 | $851,394 | -$59,595 | $735,979 | $31,152 | $704,827 |
| July 31, 2024 | 990 | $802,481 | $814,523 | -$12,042 | $795,064 | $30,642 | $764,422 |
Financial details: 990 for the year ended July 31, 2025
Revenue
- Contributions, gifts and grants
- $5,758
- Program service revenue
- $767,926
- Investment income
- $14,572
- Net income from fundraising events
- $3,110
- Other revenue
- $3,543
Expenses
- Grants and similar amounts paid
- $29,682
- Compensation of officers, directors and key employees
- $312,529
- Other salaries and wages
- $252,594
- Salaries, compensation and benefits (total)
- $651,793
- Professional fundraising fees
- $0
- Legal fees
- $60
- Accounting fees
- $3,333
- Occupancy
- $78,628
- Travel
- $32
- Depreciation
- $12,135
- Program services (functional)
- $665,306
- Management and general (functional)
- $179,776
- Fundraising (functional)
- $6,312
Balance sheet and other
- Total assets, start of year
- $795,064
- Total assets, end of year
- $735,979
- Total liabilities, end of year
- $31,152
- Net assets, end of year
- $704,827
- Land, buildings and equipment
- $91,934
- Net assets without donor restrictions
- $704,827
- Gross receipts
- $801,562
- Employees
- 11
- Volunteers
- 65
- Year formed
- 2007
- State of legal domicile
- WA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended July 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Jessica Tupper | Vice President & Teacher Trustee or director, Officer | 40 | $79,080 | $8,851 |
| Jonathan Durham | President & Teacher Trustee or director, Officer | 40 | $66,284 | $10,833 |
| Talmadge Connor | Board member & Teacher Trustee or director | 40 | $67,635 | $7,694 |
| Yuki Gough | Secretary, Treasurer & Office Administrator Trustee or director, Officer | 32 | $64,817 | $6,445 |
| Sarah Vautaux | Board Member Trustee or director | 1 | $0 | $0 |
| Russ Duncan | Board Member Trustee or director | 1 | $0 | $0 |
990 for the year ended July 31, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JESSICA TUPPER | VICE PRESIDE Trustee or director, Officer | 40 | $74,500 |
| JONATHAN DURHAM | PRESIDENT Trustee or director, Officer | 40 | $68,203 |
| YUKI GOUGH | SECRETARY/TR Trustee or director, Officer | 40 | $66,336 |
| TALMADGE CONNOR | TEACHER REP Trustee or director | 40 | $66,142 |
| RUSSELL DUNCAN | PARENT REP Trustee or director | 2 | $0 |
| SARAH VAUTAUX | AD HOC DIREC Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1027 SAMISH WAY, BELLINGHAM, WA 98229-3103
- In care of
- % JON DURHAM
- Mailing address (990-N for 2008)
- 1027 Samish Way, Bellingham WA 98229
- Principal officer (990 for 2024)
- Jonathan Durham, 1027 Samish Way, Bellingham, WA 98229
- Principal officer (990-N for 2008)
- Jon Durham, 444 South State Street, Bellingham WA 98225
- Signed the 990
- Jonathan Durham, President
- Phone
- (360) 650-9465
- Website
- www.samishwoods.org
- Return prepared by
- WERSEN NONPROFIT CPAS LLC
Mission
Samish Montessori is a community that provides children pre-school to 6th grade a loving, learning, and safe Montessori environment. The school acts as a microcosm of society; allowing children to explore and develop a moral, intellectual, emotional, physical, and social self, as well as cultivate skills necessary to be prepared to participate in the world.
Program accomplishments
- Our sole program service is our school. We cultivate a love of learning through real life experience; provide a safe place for children to explore and express their individuality while respecting the rights of others and the community as a whole; encourage people to be internally motivated, competent, and able decision-makers, developing responsibility for choices and empathy for self and others.Expenses $665,306 · grants $29,682 · revenue $767,926
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in July, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | July 31, 2026 | December 15, 2026 | Not due yet |
| 2024 | July 31, 2025 | December 15, 2025 | 990 on file |
| 2023 | July 31, 2024 | December 16, 2024 | 990 on file |
IRS record
- EIN
- 80-0254417
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- School
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2009
- Accounting year ends
- July
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B20)
- Assets (IRS master file)
- $735,979
- Income (IRS master file)
- $801,562
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | July 2025 | $791,799 | $851,394 | $735,979 | XML |
| 990 | July 2024 | $802,481 | $814,523 | $795,064 | XML |
| 990 | July 2023 | $886,860 | $753,062 | $803,046 | IRS |
| 990 | July 2022 | – | – | – | IRS |
| 990 | July 2021 | – | – | – | IRS |
| 990 | July 2019 | – | – | – | IRS |
| 990 | July 2018 | – | – | – | IRS |
| 990-N for 2008 Officer: Jon Durham | July 31, 2009 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 80-0254417).
Questions about SAMISH MONTESSORI SCHOOL
- What is the EIN of SAMISH MONTESSORI SCHOOL?
- The employer identification number (EIN) of SAMISH MONTESSORI SCHOOL is 80-0254417.
- Is SAMISH MONTESSORI SCHOOL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
- Are donations to SAMISH MONTESSORI SCHOOL tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SAMISH MONTESSORI SCHOOL file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SAMISH MONTESSORI SCHOOL due?
- The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SAMISH MONTESSORI SCHOOL last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended July 2025.
- Who is the principal officer of SAMISH MONTESSORI SCHOOL?
- The 990 for the year ended July 31, 2025 names Jonathan Durham.
- Who are the officers and directors of SAMISH MONTESSORI SCHOOL?
- The 990 for the year ended July 31, 2025 lists 6 people; 4 received compensation from the organization, the highest $79,080 (Jessica Tupper, Vice President & Teacher).
- How much revenue does SAMISH MONTESSORI SCHOOL have?
- On its 990 for the year ended July 31, 2025 it reported revenue of $791,799, expenses of $851,394 and total assets of $735,979 at year end.
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