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Nonprofit · EIN 95-2774847

MONTESSORI CENTER SCHOOL AT SANTA BARBARA & STUDENTS INC

Tax-exempt · GOLETA, CA 93117

Financials

$5M$5.1M2022$4.9M$4.9M2023$6.8M$6.9M2024
Revenue Expenses · by fiscal year end
Financials of MONTESSORI CENTER SCHOOL AT SANTA BARBARA & STUDENTS INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$6,780,787$6,899,380-$118,593$11,105,634$3,201,170$7,904,464
June 30, 2024990$4,927,989$4,893,886$34,103$11,068,884$3,199,405$7,869,479
June 30, 2023990$5,027,526$5,061,263-$33,737$10,545,784$2,910,422$7,635,362
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$295,645
Program service revenue
$6,357,351
Investment income
$159,726
Net gain from sales of assets
-$6,341
Net income from fundraising events
-$33,022
Other revenue
-$31,935

Expenses

Grants and similar amounts paid
$422,057
Compensation of officers, directors and key employees
$140,575
Other salaries and wages
$3,587,812
Salaries, compensation and benefits (total)
$4,807,728
Professional fundraising fees
$0
Legal fees
$38,672
Accounting fees
$17,000
Occupancy
$683,138
Depreciation
$86,531
Program services (functional)
$5,487,437
Management and general (functional)
$1,314,930
Fundraising (functional)
$97,013

Balance sheet and other

Total assets, start of year
$11,068,884
Total assets, end of year
$11,105,634
Total liabilities, end of year
$3,201,170
Net assets, end of year
$7,904,464
Land, buildings and equipment
$5,179,799
Publicly traded securities
$4,118,496
Net assets without donor restrictions
$7,865,259
Net assets with donor restrictions
$39,205
Gross receipts
$7,672,180
Employees
81
Volunteers
80
Year formed
1965
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.

NameTitleHours / weekCompensationOther / benefits
VANESSA JACKSONHEAD OF SCHOOL
Officer
40$195,000$11,554
BIRGIT CRABLEASSOC HEAD OF SCHOOL, FINANCE
Highest-paid employee
40$112,124$28,082
MELANIE MERRI NEWHOUSEASSOC HEAD OF SCHOOL, PROGRAMS
Highest-paid employee
40$115,402$23,944
AMY MACLEODPRESIDENT
Trustee or director, Officer
2.5$0$0
BRANDI REDMANVICE PRESIDENT
Trustee or director, Officer
1.5$0$0
ROYCE BORGESONSECRETARY
Trustee or director, Officer
1.5$0$0
MICHAEL JAMES HEYTREASURER
Trustee or director, Officer
1.5$0$0
RAINE HAHNTRUSTEE
Trustee or director
1.5$0$0
CHRISTINA JONESTRUSTEE
Trustee or director
1.5$0$0
ANIKO KIMTRUSTEE
Trustee or director
1.5$0$0
AMY TOOHEYTRUSTEE
Trustee or director
1.5$0$0
990 for the year ended June 30, 2024: 15 people
NameTitleHours / weekCompensationOther / benefits
Birgit CrableBusiness Manager40$105,000$24,067
Vanessa JacksonHead of School40$95,831$4,726
Michael James HeyPresident
Trustee or director, Officer
5$0$0
Amy MacLeodVice President
Trustee or director, Officer
5$0$0
Royce BorgesonSecretary
Trustee or director, Officer
2$0$0
Tim Morton-SmithTreasurer
Trustee or director, Officer
2$0$0
Brandi RedmanTrustee
Trustee or director
2$0$0
Raine HahnTrustee
Trustee or director
2$0$0
Aniko KimTrustee
Trustee or director
2$0$0
Kristen RitterTrustee
Trustee or director
2$0$0
Amy TooheyTrustee
Trustee or director
2$0$0
Chris JanciTrustee
Trustee or director
2$0$0
Karen GoyalTrustee
Trustee or director
2$0$0
Roberto SantanaTrustee
Trustee or director
2$0$0
Natalie MutzTrustee
Trustee or director
2$0$0
990 for the year ended June 30, 2023: 13 people
NameTitleHours / weekCompensationOther / benefits
Melanie JacobsHead of School40$130,555$31,588
Birgit CrableBusiness Manager40$101,384$18,363
Michael James HeyPresident
Trustee or director, Officer
5$0$0
Tim Morton-SmithVice President
Trustee or director, Officer
5$0$0
Vanessa JacksonSecretary
Trustee or director, Officer
2$0$0
Amy MacLeodTreasurer
Trustee or director, Officer
2$0$0
Leonard ChenTrustee
Trustee or director
2$0$0
Karen GoyalTrustee
Trustee or director
2$0$0
Natalie MutzTrustee
Trustee or director
2$0$0
Brandi RedmanTrustee
Trustee or director
2$0$0
Felicita TorresTrustee
Trustee or director
2$0$0
Leo WelderTrustee
Trustee or director
2$0$0
Royce BorgesonTrustee
Trustee or director
2$0$0

Address and contacts

Address (IRS master file)
401 N FAIRVIEW AVENUE 1, GOLETA, CA 93117-1732
Principal officer (990 for 2024)
AMY MACLEOD, 401 N FAIRVIEW AVENUE 1, GOLETA, CA 93117
Signed the 990
AMY MACLEOD, PRESIDENT
Phone
(805) 683-9383
Return prepared by
HUTCHINSON & BLOODGOOD LLP

California records

California keeps its own records of charities and corporations. Search them by EIN 95-2774847 or by the name MONTESSORI CENTER SCHOOL AT SANTA BARBARA & STUDENTS INC.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

Mission

PROVIDE EDUCATION TO CHILDREN, AGES 18 MONTH THROUGH 6TH GRADE, WITH CLOSE GUIDANCE OF MONTESSORI TRAINED TEACHERS TO ENCOURAGE THEIR INTELLECTUAL, PHYSICAL, CREATIVE, EMOTIONAL, MORAL AND SOCIAL DEVELOPMENT AND TO FULFILL THEIR TRUE POTENTIAL.

990 for the year ended June 30, 2025

Program accomplishments

  • PROVIDE EDUCATION TO CHILDREN, AGES 18 MONTHS THROUGH 6TH GRADE, WITH THE CLOSE GUIDANCE OF MONTESSORI TRAINED TEACHERS TO ENCOURAGE THEIR INTELLECTUAL, PHYSICAL, CREATIVE, EMOTIONAL, MORAL AND SOCIAL DEVELOPMENT AND TO FULFILL THEIR TRUE POTENTIAL. CLASSROOMS DEDICATED TO THE MONTESSORI PHILOSOPHY AND METHOD OF EDUCATION PROMOTE THE DEVELOPMENT OF THE WHOLE CHILD, FACILITATES THE GROWTH OF INNER DISCIPLINE AND CULTIVATES THE CHILD'S OWN NATURAL JOY IN LEARNING. CLASSROOMS ARE MULTI-AGE ENVIRONMENTS FURNISHED WITH MONTESSORI MATERIALS AND SUPPLEMENTED WITH ENRICHED LEARNING MATERIALS. ENRICHMENT PROGRAM OFFER MUSIC, PE, SPANISH, ART AND A LIBRARY PROGRAM. 1ST - 6TH GRADE ALSO TAKE THEATER AND 4TH - 6TH ALSO TAKE COMPUTER/TECHNOLOGY. SUMMER SCHOOL AND CHILDCARE PROGRAMS ARE ORGANIZED INTO CAMPS LEAD BY MONTESSORI STAFF .
    Expenses $5,487,437 · grants $422,057 · revenue $6,358,438

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 yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
95-2774847
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
1972
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B21Z)
Assets (IRS master file)
$11,105,634
Income (IRS master file)
$7,672,180

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$6,780,787$6,899,380$11,105,634IRS
990June 2024$4,927,989$4,893,886$11,068,884IRS
990June 2023$5,027,526$5,061,263$10,545,784XML
990June 2022$5,458,547$4,530,774$9,469,104IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS
990June 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 95-2774847).

Questions about MONTESSORI CENTER SCHOOL AT SANTA BARBARA & STUDENTS INC

What is the EIN of MONTESSORI CENTER SCHOOL AT SANTA BARBARA & STUDENTS INC?
The employer identification number (EIN) of MONTESSORI CENTER SCHOOL AT SANTA BARBARA & STUDENTS INC is 95-2774847.
Is MONTESSORI CENTER SCHOOL AT SANTA BARBARA & STUDENTS INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1972.
Are donations to MONTESSORI CENTER SCHOOL AT SANTA BARBARA & STUDENTS INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does MONTESSORI CENTER SCHOOL AT SANTA BARBARA & STUDENTS INC 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 MONTESSORI CENTER SCHOOL AT SANTA BARBARA & STUDENTS INC 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 MONTESSORI CENTER SCHOOL AT SANTA BARBARA & STUDENTS INC 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 MONTESSORI CENTER SCHOOL AT SANTA BARBARA & STUDENTS INC?
The 990 for the year ended June 30, 2025 names AMY MACLEOD.
Who are the officers and directors of MONTESSORI CENTER SCHOOL AT SANTA BARBARA & STUDENTS INC?
The 990 for the year ended June 30, 2025 lists 11 people; 3 received compensation from the organization, the highest $195,000 (VANESSA JACKSON, HEAD OF SCHOOL).
How much revenue does MONTESSORI CENTER SCHOOL AT SANTA BARBARA & STUDENTS INC have?
On its 990 for the year ended June 30, 2025 it reported revenue of $6,780,787, expenses of $6,899,380 and total assets of $11,105,634 at year end.

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