Tri-Valley Montessori School

Analysis

Tri-Valley Montessori School is a registered charity in United States, based in Livermore, CA. It received its IRS tax-exemption ruling in March 1997, 29 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, Tri-Valley Montessori School reported income of $6.8m and spending of $6.8m, spending 100% of its income. Across the 5 years on record, from June 2019 to June 2023, income grew from $6.6m to $6.8m (+3.4%), an average of +0.8% a year. Over the whole period it spent 98% of the income it received.

Among 66,972 United States charities whose main cause is education and training and that reported income, Tri-Valley Montessori School sits at the 91st percentile: it is larger than about 91% 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 Yeshiva Toras Aron Inc ($6.8m), White Pine Charter School Inc ($6.8m) and Capital City Area Council for Special Services ($6.8m).

On its Form 990 for the period ending June 2023, revenue came from contributions and grants 3.9% and program service revenue 96% of the total. Compensation of current officers, directors and key employees was $362k (5.3% of expenses). Other salaries and wages came to $4.1m. At year end it held assets of $11.6m against liabilities of $7.3m, net assets of $4.3m. It reported 103 employees.