Santa Cruz Montessori School

Analysis

Santa Cruz Montessori School is a registered charity in United States, based in Aptos, CA. It received its IRS tax-exemption ruling in January 1965, 61 years ago. Its declared purposes cover education, which this site groups under education and training. 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 June 2023, Santa Cruz Montessori School reported income of $7.2m and spending of $6.1m, spending 85% of its income. Across the 5 years on record, from June 2019 to June 2023, income grew from $6.7m to $7.2m (+8.2%), an average of +2.0% a year. The sharpest change came in the year to June 2022, when income rose by 21%. Over the whole period it spent 92% of the income it received.

Among 66,972 United States charities whose main cause is education and training and that reported income, Santa Cruz Montessori School 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 94th percentile, and in the 94th percentile within CA. Charities of a similar size with the same main cause include California College ($7.2m), Eagle South Mountain Charter Inc ($7.2m) and North Harris Montgomery Community College District Foundation ($7.2m).

On its Form 990 for the period ending June 2023, revenue came from contributions and grants 7.7% and program service revenue 92% of the total. Compensation of current officers, directors and key employees was $192k (3.1% of expenses). Other salaries and wages came to $2.6m. At year end it held assets of $10.2m against liabilities of $4.5m, net assets of $5.7m. It reported 78 employees.