Mark Ross Montessori Foundation

Analysis

Mark Ross Montessori Foundation is a registered charity in United States, based in Carbondale, CO. It received its IRS tax-exemption ruling in April 2021, 5 years ago. Its declared purposes cover education, which this site groups under education and training. The IRS classifies it as a publicly supported organisation (gross receipts test) under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending June 2024, Mark Ross Montessori Foundation reported income of $465k and spending of $522k, spending 112% of what it took in. Across the 6 years on record, from June 2019 to June 2024, income grew from $414k to $465k (+12%), an average of +2.3% a year. The sharpest change came in the year to June 2022, when income rose by 33%. Over the whole period it spent 110% of the income it received.

Among 66,972 United States charities whose main cause is education and training and that reported income, Mark Ross Montessori Foundation sits at the 67th percentile: it is larger than about 67% of them. Against every charity in United States with reported income it ranks in the 69th percentile, and in the 66th percentile within CO. Charities of a similar size with the same main cause include Laguna Beach High School Scholarship Foundation ($465k), Young Mind Community Center ($465k) and Save Our Schools Arizona Network ($465k).

On its Form 990 for the period ending June 2024, revenue came from contributions and grants 22% of the total. At year end it held assets of $7.6m against liabilities of $6.2m, net assets of $1.5m.

Data notes from the register: Spending has exceeded income in each of the last three reported years, so the charity has been drawing on reserves or other funds.