St Helena Montessori School Inc

Analysis

St Helena Montessori School Inc is a registered charity in United States, based in Saint Helena, CA. It received its IRS tax-exemption ruling in May 1989, 37 years ago. The IRS classifies it as a school under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending July 2023, St Helena Montessori School Inc reported income of $5.4m and spending of $5.4m, spending 100% of its income. Across the 5 years on record, from July 2019 to July 2023, income grew from $5.1m to $5.4m (+5.7%), an average of +1.4% a year. The sharpest change came in the year to July 2021, when income rose by 40%. Over the whole period it spent 97% of the income it received.

Among 72,936 United States charities whose main cause is other charitable purposes and that reported income, St Helena Montessori School Inc sits at the 92nd percentile: it is larger than about 92% of them. Against every charity in United States with reported income it ranks in the 92nd percentile, and in the 93rd percentile within CA. Charities of a similar size with the same main cause include F F Thompson Hospital Foundation Inc ($5.4m), Nantucket Boys & Girls Club Inc ($5.4m) and Endowment Fund of the Grand Chap of Calif Order of the Eastern Star ($5.4m).

On its Form 990 for the period ending July 2023, revenue came from contributions and grants 25% and program service revenue 73% of the total. Compensation of current officers, directors and key employees was $177k (3.2% of expenses). Other salaries and wages came to $1.8m. It paid $36k in professional fundraising fees. At year end it held assets of $30.5m against liabilities of $9.7m, net assets of $20.8m. It reported 47 employees.