Nonprofit · EIN 94-1573507
SANTA CRUZ MONTESSORI SCHOOL
Tax-exempt · APTOS, CA 95003
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $7,392,498 | $6,844,054 | $548,444 | $11,114,497 | $4,248,165 | $6,866,332 |
| June 30, 2024 | 990 | $7,069,676 | $6,539,357 | $530,319 | $10,651,714 | $4,365,683 | $6,286,031 |
| June 30, 2023 | 990 | $7,211,350 | $6,135,864 | $1,075,486 | $10,185,541 | $4,465,439 | $5,720,102 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $219,841
- Program service revenue
- $7,029,685
- Investment income
- $153,142
- Net gain from sales of assets
- $30,845
- Net income from fundraising events
- -$19,202
- Net income from gaming
- $1,000
- Other revenue
- -$10,170
Expenses
- Grants and similar amounts paid
- $1,364,355
- Compensation of officers, directors and key employees
- $544,461
- Other salaries and wages
- $2,653,617
- Salaries, compensation and benefits (total)
- $4,025,929
- Professional fundraising fees
- $0
- Accounting fees
- $35,534
- Occupancy
- $336,163
- Depreciation
- $282,092
- Program services (functional)
- $5,603,956
- Management and general (functional)
- $1,112,208
- Fundraising (functional)
- $127,890
Balance sheet and other
- Total assets, start of year
- $10,651,714
- Total assets, end of year
- $11,114,497
- Total liabilities, end of year
- $4,248,165
- Net assets, end of year
- $6,866,332
- Land, buildings and equipment
- $6,572,843
- Net assets without donor restrictions
- $6,209,462
- Net assets with donor restrictions
- $656,870
- Gross receipts
- $7,712,898
- Employees
- 82
- Volunteers
- 150
- Year formed
- 1964
- 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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KIMBERLEY SAXTON | HEAD OF SCHOOL Officer | 40 | $203,634 | $3,042 |
| JULIE PARRAGUIRRE | PRIMARY REP Trustee or director | 40 | $100,440 | $14,559 |
| ANGELA BRIDI-MILLIGAN | JUNIOR HIGH REP Trustee or director | 40 | $84,368 | $8,634 |
| MARIAH LAMBERT | ELEMENTARY REP Trustee or director | 40 | $68,295 | $6,684 |
| KATHLEEN WARFIELD | CHIEF FINANCIAL OFFICER Officer | 16 | $45,725 | $0 |
| CHRISTINE MCBROOM | PRESIDENT Trustee or director, Officer | 10 | $0 | $0 |
| CHRIS OHLSEN | VICE PRESIDENT Trustee or director, Officer | 3 | $0 | $0 |
| BRIAN HEIM | TREASURER Trustee or director, Officer | 5 | $0 | $0 |
| TREY GARLOUGH | SECRETARY Trustee or director, Officer | 3 | $0 | $0 |
| JOSH BLICK | DIRECTOR Trustee or director | 2 | $0 | $0 |
| EVAN DESIEYES | DIRECTOR Trustee or director | 2 | $0 | $0 |
| KENDA HANSEN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| NIKKI LEGASSICK | DIRECTOR Trustee or director | 2 | $0 | $0 |
| CAROLINE MONTGOMERY | DIRECTOR Trustee or director | 2 | $0 | $0 |
990 for the year ended June 30, 2024: 19 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KIM SAXTON | HEAD OF SCHOOL Officer | 40 | $194,414 | $3,032 |
| JULIE PARRAGUIRRE | PRIMARY REP Trustee or director | 40 | $93,177 | $12,653 |
| ANGELA BRIDI-MILLIGAN | JUNIOR HIGH REP Trustee or director | 40 | $81,448 | $8,796 |
| MARIAH LAMBERT | ELEMENTARY REP Trustee or director | 40 | $60,071 | $6,432 |
| KATHLEEN WARFIELD | CHIEF FINANCIAL OFFICER Officer | 16 | $54,572 | $0 |
| PEARL VICKERS | DIRECTOR (THRU 10/2023) Trustee or director | 2 | $27,199 | $43 |
| CHRISTINE MCBROOM | PRESIDENT Trustee or director, Officer | 10 | $0 | $0 |
| CHRIS OHLSEN | VICE PRESIDENT Trustee or director, Officer | 3 | $0 | $0 |
| NICOLE LEGASSICK | TREASURER (THRU 10/2023)/ DIRECTOR Trustee or director, Officer | 2 | $0 | $0 |
| BRIAN HEIM | TREASURER Trustee or director, Officer | 5 | $0 | $0 |
| TREY GARLOUGH | SECRETARY Trustee or director, Officer | 3 | $0 | $0 |
| JOHN HASKINS | DIRECTOR (THRU 10/2023) Trustee or director | 2 | $0 | $0 |
| JOSH BLICK | DIRECTOR Trustee or director | 2 | $0 | $0 |
| EDEN MENDEL HOLT | DIRECTOR Trustee or director | 2 | $0 | $0 |
| AMY GELLER | DIRECTOR (THRU 10/2023) Trustee or director | 2 | $0 | $0 |
| EVAN DESIEYES | DIRECTOR Trustee or director | 2 | $0 | $0 |
| CAROLINE MONTGOMERY | DIRECTOR Trustee or director | 2 | $0 | $0 |
| KENDA HANSEN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| DEAUNA MANSFIELD | DIRECTOR (THRU 10/2023) Trustee or director | 2 | $0 | $0 |
990 for the year ended June 30, 2023: 18 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KIM SAXTON | HEAD OF SCHOOL Officer | 40 | $172,316 | $3,079 |
| ANNIE MORRIS | PRIMARY REP Trustee or director | 40 | $77,919 | $13,016 |
| ANGELA BRIDI-MILLIGAN | JUNIOR HIGH REP Trustee or director | 40 | $74,675 | $7,318 |
| JULIE PARRAGUIRRE | PRIMARY REP (STARTING 11/22) Trustee or director | 40 | $70,228 | $10,184 |
| NINA NOORZAD | ELEMENTARY REP Trustee or director | 40 | $65,707 | $7,310 |
| MARIAH LAMBERT | ELEMENTARY REP (STARTING 11/22) Trustee or director | 40 | $58,723 | $6,195 |
| KATHLEEN WARFIELD | CHIEF FINANCIAL OFFICER Officer | 16 | $47,373 | $0 |
| PEARL VICKERS | DIRECTOR Trustee or director | 2 | $23,000 | $0 |
| CHRIS OHLSEN | VICE PRESIDENT Trustee or director, Officer | 3 | $0 | $0 |
| BRIAN HEIM | DIRECTOR Trustee or director | 2 | $0 | $0 |
| NICOLE LEGASSICK | TREASURER Trustee or director, Officer | 6 | $0 | $0 |
| JOSH BLICK | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JOHN HASKINS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| TREY GARLOUGH | SECRETARY Trustee or director, Officer | 3 | $0 | $0 |
| AMY GELLER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| EDEN MENDEL HOLT | DIRECTOR Trustee or director | 2 | $0 | $0 |
| CHRISTINE MCBROOM | PRESIDENT Trustee or director, Officer | 10 | $0 | $0 |
| DEAUNA MANSFIELD | DIRECTOR Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 6230 SOQUEL DR, APTOS, CA 95003-3118
- Principal officer (990 for 2024)
- CHRISTINE MCBROOM, 6230 SOQUEL DRIVE, APTOS, CA 95003
- Signed the 990
- KIMBERLEY SAXTON, HEAD OF SCHOOL
- Phone
- (831) 476-1646
- Website
- SCMS.ORG
- Return prepared by
- CLIFTONLARSONALLEN LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 94-1573507 or by the name SANTA CRUZ MONTESSORI SCHOOL.
- 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
THE MISSION OF THE SANTA CRUZ MONTESSORI SCHOOL IS: AS A MONTESSORI LEARNING COMMUNITY, WE INSPIRE LIFE LONG LEARNING AND A PEACEFUL WORLD BY NURTURING THE NATURAL DEVELOPMENT OF THE WHOLE CHILD.
Program accomplishments
- PRIVATE SCHOOL WITH ANNUAL ENROLLMENT OF APPROXIMATELY 225 STUDENTS, GRADE LEVELS TODDLER THROUGH EIGHTH GRADEExpenses $5,603,956 · grants $1,364,355 · revenue $7,029,685
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
- 94-1573507
- 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
- 1965
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B21Z)
- Assets (IRS master file)
- $11,114,497
- Income (IRS master file)
- $7,712,898
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $7,392,498 | $6,844,054 | $11,114,497 | IRS |
| 990 | June 2024 | $7,069,676 | $6,539,357 | $10,651,714 | IRS |
| 990 | June 2023 | $7,211,350 | $6,135,864 | $10,185,541 | XML |
| 990 | June 2022 | $6,862,267 | $5,916,204 | $9,258,208 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 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 94-1573507).
Questions about SANTA CRUZ MONTESSORI SCHOOL
- What is the EIN of SANTA CRUZ MONTESSORI SCHOOL?
- The employer identification number (EIN) of SANTA CRUZ MONTESSORI SCHOOL is 94-1573507.
- Is SANTA CRUZ MONTESSORI SCHOOL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1965.
- Are donations to SANTA CRUZ MONTESSORI SCHOOL tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SANTA CRUZ 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 SANTA CRUZ 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 SANTA CRUZ 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 SANTA CRUZ MONTESSORI SCHOOL?
- The 990 for the year ended June 30, 2025 names CHRISTINE MCBROOM.
- Who are the officers and directors of SANTA CRUZ MONTESSORI SCHOOL?
- The 990 for the year ended June 30, 2025 lists 14 people; 5 received compensation from the organization, the highest $203,634 (KIMBERLEY SAXTON, HEAD OF SCHOOL).
- How much revenue does SANTA CRUZ MONTESSORI SCHOOL have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $7,392,498, expenses of $6,844,054 and total assets of $11,114,497 at year end.
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