Nonprofit · EIN 82-0748992
BLUE HERON MONTESSORI SCHOOL
Tax-exempt · BELLINGHAM, WA 98225
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $249,354 | $253,667 | -$4,313 | $62,795 | $43,748 | $19,047 |
| June 30, 2024 | 990 | $237,732 | $283,178 | -$45,446 | $78,261 | $55,060 | $23,201 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $13,515
- Program service revenue
- $234,950
- Investment income
- $889
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $36,050
- Other salaries and wages
- $114,936
- Salaries, compensation and benefits (total)
- $164,462
- Professional fundraising fees
- $0
- Accounting fees
- $625
- Occupancy
- $40,087
- Depreciation
- $1,167
- Program services (functional)
- $253,667
Balance sheet and other
- Total assets, start of year
- $78,261
- Total assets, end of year
- $62,795
- Total liabilities, end of year
- $43,748
- Net assets, end of year
- $19,047
- Land, buildings and equipment
- $6,132
- Net assets without donor restrictions
- $19,047
- Gross receipts
- $249,354
- Employees
- 9
- 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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jolahna Gamblewood | Vice Chair Officer | 10 | $36,050 |
| Matthew Kortering | Chairman Officer | 5 | $0 |
| Mike McCune | Secretary Officer | 2 | $0 |
| Sheri Ayubi | Boardmember Officer | 5 | $0 |
| Shannon Pries | Boardmember Officer | 1 | $0 |
| Christina Kortering | Treasurer Officer | 5 | $0 |
990 for the year ended June 30, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jolahna Gamblewood | Vice Chair Officer | 25 | $42,972 |
| Sheri Ayubi | Boardmember Officer | 15 | $13,269 |
| Beth Heffernan | Treasurer Officer | 5 | $7,560 |
| Matthew Kortering | Chairman Officer | 5 | $0 |
| Mike McCune | Secretary Officer | 5 | $0 |
| Holly Studley | Boardmember Officer | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 920 24TH ST, BELLINGHAM, WA 98225-8602
- In care of
- % SHERI AYUBI
- Principal officer (990 for 2024)
- Matthew Kortering, 920 24th Street, Bellingham, WA 98225
- Signed the 990
- Matthew Kortering, Chairman
- Phone
- (360) 306-3669
- Website
- blueheronmontessori.org
- Return prepared by
- Craig Schouten CPA
Mission
To provide high quality montessori education to children 3 through 6 years of age.
Program accomplishments
- The Preschool Program is for ages 3 to 5 year old children where learning is focused upon building individual skills and confidence under the Montessori philosophy. The school had 18 students from August 2024 through June 2025.Expenses $103,773 · revenue $96,116
- The Toddler Program is for ages 18 months to 3 years old, the Toddler Program had 18 students from August 2024 through June 2025.Expenses $103,773 · revenue $96,116
- The Kindergarten Program prepares 5 and 6 year old children for lower elementary classes. The school's students learned Spanish, attended sessions on music and art, and went on field trips related to specific areas of study. The school had 8 students from August 2024 through June 2025.Expenses $46,121 · revenue $42,718
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 82-0748992
- 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
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $62,795
- Income (IRS master file)
- $249,354
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $249,354 | $253,667 | $62,795 | XML |
| 990 | June 2024 | $237,732 | $283,178 | $78,261 | XML |
| 990 | June 2023 | $296,975 | $221,858 | $120,818 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | 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 82-0748992).
Questions about BLUE HERON MONTESSORI SCHOOL
- What is the EIN of BLUE HERON MONTESSORI SCHOOL?
- The employer identification number (EIN) of BLUE HERON MONTESSORI SCHOOL is 82-0748992.
- Is BLUE HERON MONTESSORI SCHOOL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
- Are donations to BLUE HERON MONTESSORI SCHOOL tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does BLUE HERON 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 BLUE HERON MONTESSORI SCHOOL due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BLUE HERON MONTESSORI SCHOOL last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of BLUE HERON MONTESSORI SCHOOL?
- The 990 for the year ended June 30, 2025 names Matthew Kortering.
- Who are the officers and directors of BLUE HERON MONTESSORI SCHOOL?
- The 990 for the year ended June 30, 2025 lists 6 people; 1 received compensation from the organization, the highest $36,050 (Jolahna Gamblewood, Vice Chair).
- How much revenue does BLUE HERON MONTESSORI SCHOOL have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $249,354, expenses of $253,667 and total assets of $62,795 at year end.
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