Nonprofit · EIN 81-4994237
SOUTH COAST MONTESSORI
Tax-exempt · GOLETA, CA 93117
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $2,380,783 | $2,103,576 | $277,207 | $805,058 | $68,695 | $736,363 |
| December 31, 2024 | 990 | $1,879,049 | $1,865,316 | $13,733 | $556,582 | $97,426 | $459,156 |
| December 31, 2023 | 990 | $1,662,381 | $1,676,405 | -$14,024 | $502,955 | $57,532 | $445,423 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $83,463
- Program service revenue
- $2,276,697
- Investment income
- $20,623
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $266,909
- Other salaries and wages
- $1,079,385
- Salaries, compensation and benefits (total)
- $1,577,121
- Professional fundraising fees
- $0
- Accounting fees
- $6,968
- Occupancy
- $137,829
- Program services (functional)
- $1,925,541
- Management and general (functional)
- $173,461
- Fundraising (functional)
- $4,574
Balance sheet and other
- Total assets, start of year
- $556,582
- Total assets, end of year
- $805,058
- Total liabilities, end of year
- $68,695
- Net assets, end of year
- $736,363
- Net assets without donor restrictions
- $736,363
- Gross receipts
- $2,380,783
- Employees
- 41
- Year formed
- 2017
- State of legal domicile
- CA
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Brian Cogswell | Head of School | 60 | $145,530 |
| Leah Shannon | Teacher and Board Member | 40 | $121,379 |
| Michael McLernon | President Officer | 1 | $0 |
| Rick Drake | Vice President Officer | 1 | $0 |
| Bailey Miller | Treasurer Officer | 1 | $0 |
| Chelsea Frei | Secretary Officer | 1 | $0 |
990 for the year ended December 31, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Brian Cogswell | Head of School | 60 | $121,449 |
| Leah Sahagun | Teacher and Board Member | 40 | $105,957 |
| Leah Sahagun | Member Trustee or director | 1 | $0 |
| Michael McLernon | President Officer | 1 | $0 |
| Rick Drake | Vice President Officer | 1 | $0 |
| Bailey Miller | Treasurer Officer | 1 | $0 |
| Autumn McFarland | Secretary Officer | 1 | $0 |
990 for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Brian Cogswell | Head of School | 60 | $111,514 |
| Leah Sahagun | Teacher and Board Member | 40 | $96,820 |
| Leah Sahagun | Member Trustee or director | 1 | $0 |
| Michael McLernon | President Officer | 1 | $0 |
| Rick Drake | Vice President Officer | 1 | $0 |
| Kyle Riddlebaugh | Treasurer Officer | 1 | $0 |
| Autumn McFarland | Secretary Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 7421 MIRANO DR, GOLETA, CA 93117-1217
- In care of
- % BRIAN COGSWELL
- Principal officer (990 for 2025)
- Michael McLernon, 7421 Mirano Drive, Goleta, CA 93117
- Signed the 990
- Bailey Miller, Treasurer
- Phone
- (805) 845-6555
- Website
- southcoastmontessori.org
- Return prepared by
- Allman & Scheff CPAs
California records
California keeps its own records of charities and corporations. Search them by EIN 81-4994237 or by the name SOUTH COAST MONTESSORI.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
South Coast Montessori is dedicated to the principles of AMI (Association Montessori International) created by Maria Montessori to ensure authenticity of the method. Our AMI Montessori environments foster collaboration, community and peace, and provide experiences that promote curiosity, inquiry and engagement. We are dedicated to meeting the physical, emotional, social and intellectual needs of each student.
Program accomplishments
- South Coast Montessori School offers Montessori education for students ages 3 months to 12 years in 7 classrooms at the school's site 7421 Mirano Drive, Goleta, CA 93117.Expenses $1,925,541
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 81-4994237
- 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
- 2017
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B20)
- Assets (IRS master file)
- $805,058
- Income (IRS master file)
- $2,380,783
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $2,380,783 | $2,103,576 | $805,058 | XML |
| 990 | December 2024 | $1,879,049 | $1,865,316 | $556,582 | XML |
| 990 | December 2023 | $1,662,381 | $1,676,405 | $502,955 | XML |
| 990 | December 2022 | $1,509,934 | $1,521,791 | $509,506 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
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 81-4994237).
Questions about SOUTH COAST MONTESSORI
- What is the EIN of SOUTH COAST MONTESSORI?
- The employer identification number (EIN) of SOUTH COAST MONTESSORI is 81-4994237.
- Is SOUTH COAST MONTESSORI tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
- Are donations to SOUTH COAST MONTESSORI tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SOUTH COAST MONTESSORI 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 SOUTH COAST MONTESSORI due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SOUTH COAST MONTESSORI last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of SOUTH COAST MONTESSORI?
- The 990 for the year ended December 31, 2025 names Michael McLernon.
- Who are the officers and directors of SOUTH COAST MONTESSORI?
- The 990 for the year ended December 31, 2025 lists 6 people; 2 received compensation from the organization, the highest $145,530 (Brian Cogswell, Head of School).
- How much revenue does SOUTH COAST MONTESSORI have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $2,380,783, expenses of $2,103,576 and total assets of $805,058 at year end.
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- COASTLINE CHRISTIAN ACADEMY EIN 77-0518231 · last filed 990 for 2025
- FORMATIVE FOUNDATION EIN 26-1115393 · last filed 990 for 2025
- KAPPA SIGMA EPSILON-THETA HOUSING EIN 84-1733627 · last filed 990 for 2025
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