Civic Intelligence

Brixham Montessori Friends School

EIN 01-0544094 • 501(c)3 • York, ME

Profile

Brixham montessori friends school (bmfs) honors each child's individuality, creativity, and intellectual potential through enriched montessori educational programs.

18 Brickyard CourtYork, ME 03909

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

89th percentile

0.72x

Higher debt load relative to assets than 89% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

89th percentile

1.11x

Higher debt load relative to revenue than 89% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

47th percentile

2.9%

Higher net margin than 47% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

58th percentile

$80,041

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 6.6% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

34th percentile

-1.6%

Faster asset growth than 34% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

50th percentile

7.0%

Faster revenue growth than 50% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Assets

Down

$1,858,053

Down $29,874 (-1.6%) from 2024

Liabilities

Down

$1,345,371

Down $68,194 (-4.8%) from 2024

Net Assets

Up

$512,682

Up $38,320 (+8.1%) from 2024

Revenue

Up

$1,216,367

Up $79,978 (+7.0%) from 2024

Expenses

Up

$1,180,485

Up $92,456 (+8.5%) from 2024

Net Income

Down

$35,882

Down $12,478 (-26%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,494,373Liabilities 2011: $1,433,355Net Assets 2011: $61,0182011Assets 2012: $1,508,467Liabilities 2012: $1,426,311Net Assets 2012: $82,1562012Assets 2013: $1,505,398Liabilities 2013: $1,403,842Net Assets 2013: $101,5562013Assets 2014: $1,515,486Liabilities 2014: $1,404,154Net Assets 2014: $111,3322014Assets 2015: $1,510,353Liabilities 2015: $1,402,594Net Assets 2015: $107,7592015Assets 2016: $1,469,116Liabilities 2016: $1,379,601Net Assets 2016: $89,5152016Assets 2017: $1,457,907Liabilities 2017: $1,352,571Net Assets 2017: $105,3362017Assets 2018: $1,467,481Liabilities 2018: $1,335,855Net Assets 2018: $131,6262018Assets 2019: $1,398,875Liabilities 2019: $1,334,772Net Assets 2019: $64,1032019Assets 2020: $1,658,276Liabilities 2020: $1,603,285Net Assets 2020: $54,9912020Assets 2021: $1,667,036Liabilities 2021: $1,449,046Net Assets 2021: $217,9902021Assets 2022: $1,809,776Liabilities 2022: $1,516,026Net Assets 2022: $293,7502022Assets 2023: $1,850,077Liabilities 2023: $1,425,583Net Assets 2023: $424,4942023Assets 2024: $1,887,927Liabilities 2024: $1,413,565Net Assets 2024: $474,3622024Assets 2025: $1,858,053Liabilities 2025: $1,345,371Net Assets 2025: $512,6822025

Highlighted filing

2025

Assets$1,858,053
Liabilities$1,345,371
Net Assets$512,682

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2011: $765,334Expenses 2011: $776,920Net Income 2011: -$11,5862011Expenses 2012: $756,0302012Revenue 2013: $800,755Expenses 2013: $781,355Net Income 2013: $19,4002013Revenue 2014: $812,814Expenses 2014: $803,166Net Income 2014: $9,6482014Revenue 2015: $840,396Expenses 2015: $844,508Net Income 2015: -$4,1122015Revenue 2016: $857,281Expenses 2016: $875,033Net Income 2016: -$17,7522016Revenue 2017: $882,036Expenses 2017: $869,446Net Income 2017: $12,5902017Revenue 2018: $901,505Expenses 2018: $877,465Net Income 2018: $24,0402018Revenue 2019: $873,931Expenses 2019: $942,794Net Income 2019: -$68,8632019Revenue 2020: $976,895Expenses 2020: $986,570Net Income 2020: -$9,6752020Revenue 2021: $1,063,038Expenses 2021: $909,505Net Income 2021: $153,5332021Revenue 2022: $1,080,021Expenses 2022: $998,623Net Income 2022: $81,3982022Revenue 2023: $1,216,270Expenses 2023: $1,088,939Net Income 2023: $127,3312023Revenue 2024: $1,136,389Expenses 2024: $1,088,029Net Income 2024: $48,3602024Revenue 2025: $1,216,367Expenses 2025: $1,180,485Net Income 2025: $35,8822025

Highlighted filing

2025

Revenue$1,216,367
Expenses$1,180,485
Net Income$35,882

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.86$1.35$0.51$1.22$1.18$0.04
2024Detailed filing. Detailed filing data is available for this year.$1.89$1.41$0.47$1.14$1.09$0.05
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.85$1.43$0.42$1.22$1.09$0.13
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.81$1.52$0.29$1.08$1.00$0.08
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.67$1.45$0.22$1.06$0.91$0.15
2020Detailed filing. Detailed filing data is available for this year.$1.66$1.60$0.05$0.98$0.99$0.01
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.40$1.33$0.06$0.87$0.94$0.07
2018Detailed filing. Detailed filing data is available for this year.$1.47$1.34$0.13$0.90$0.88$0.02
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.46$1.35$0.11$0.88$0.87$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.47$1.38$0.09$0.86$0.88$0.02
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.51$1.40$0.11$0.84$0.84$0.00
2014Detailed filing. Detailed filing data is available for this year.$1.52$1.40$0.11$0.81$0.80$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.51$1.40$0.10$0.80$0.78$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.51$1.43$0.08$0.76
2011Summary only. Only limited summary data is available for this year.$1.49$1.43$0.06$0.77$0.78$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 7, 2025
Return Version
2024v5.0
Gross Receipts
$1,216,367
Mission and Program Overview

Mission

Brixham montessori friends school (bmfs) honors each child's individuality, creativity, and intellectual potential through enriched montessori educational programs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,182,642$1,177,012▼ $5,630
Savings and Temporary Cash Investments$645,530$582,795▼ $62,735
Cash and Non-Interest-Bearing Accounts$29,779$72,852▲ $43,073
Prepaid Expenses and Deferred Charges$15,648$14,134▼ $1,514
Other Notes and Loans Receivable, Net$7,500$7,500→ $0
Accounts Receivable$6,828$3,760▼ $3,068
Total Assets$1,887,927$1,858,053▼ $29,874
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,123,427$1,096,388▼ $27,039
Deferred Revenue$181,609$159,754▼ $21,855
Accounts Payable and Accrued Expenses$108,529$89,229▼ $19,300
Total Liabilities$1,413,565$1,345,371▼ $68,194
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$422,815$457,021▲ $34,206
Net Assets With Donor Restrictions$51,547$55,661▲ $4,114
Total Net Assets Fund Balance$474,362$512,682▲ $38,320
Total Liabilities and Net Assets / Fund Balance$1,887,927$1,858,053▼ $29,874

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$844,518$629,727$1,474,245
Land$278,852-$278,852
Other Land Buildings$53,275$153,450$206,725
Equipment$367$25,850$26,217
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Johnson-grafe AlicaExecutive DiFT$80,041$80,041

Board Members and Trustees

NameTitle
Sadie BakerCo-chair
Will RichardsonCo-chair
Anna YatesBoard Member
Michael YoungBoard Member
Barbara JennyFormer Board
Jennifer ReillySecretary
Alex ValhouliTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$106,293
Program Service Revenue
$1,009,953
Investment Income
$27,736
Other Revenue
$72,385
All Other Contributions
$25,765
Change in Net Assets
$35,882

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,213,762
Revenue Not Reported on Financial Statements
$2,605
Revenue Not Reported on Form 990
$2,438
Total Revenue per Audited Statements
$1,216,200
Total Revenue per Form 990
$1,216,367
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$898,600
Other Expenses$281,885
Total Fundraising Expense$4,603
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$590,286$114,552-$704,838
Current Officers, Directors, Trustees, and Key Employees$76,039-$4,002$80,041
Payroll Taxes$55,063$9,463$331$64,857
Occupancy$47,954$5,329-$53,283
Depreciation Depletion$52,701--$52,701
Other Employee Benefits$41,486$7,129$249$48,864
Interest$39,036$4,337-$43,373
All Other Expenses$16,022$5,038$21$21,081
Office Expenses-$15,119-$15,119
Insurance$10,224$1,136-$11,360
Other Expenses$10,622$3,465-$10,622
Fees for Services Accounting-$7,500-$7,500
Fees for Service Investment Mgmnt Fees-$2,605-$2,605
Advertising$2,558--$2,558
Fees for Services Other-$1,650-$1,650
Travel-$37-$37
Fees for Services Legal-$35-$35
Total Functional Expenses$998,487$177,395$4,603$1,180,485

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,180,485
Expenses per Audited Statements$1,177,880
Total Expenses per Audited Statements$1,177,880
Expenses Not Reported on Financial Statements$2,605
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$71,085
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$50,824$50,824-$50,824
Annual Drive$10,307$10,307-$10,307
Total Events$71,085$71,085-$71,085
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

Form 990 reviewed by board of directors before filing.

Form 990, Page 6, Part VI, Line 12C

ANNUAL REVIEW

Form 990, Page 6, Part VI, Line 19

Available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Brixham Montessori Friends School
EIN
01-0544094
Phone
2073512700
Address
18 BRICKYARD COURT, YORK, ME 03909

Signing Officer

Name
Johnson-grafe Alica
Title
Executive Director
Phone
2073512700
Signed
2025-11-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Johnson-grafe Alica
Formed
1997
Legal Domicile
Me
Voting Board Members
6
Independent Board Members
6
Employees
36

Preparer

Firm
Murphy Powers & Wilson Cpas Pc
Address
1 MERRILL INDUSTRIAL DR UNIT 1, HAMPTON, NH 03842
Preparer
Michael J Murphy
Phone
6039268063
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4A

Bmfs is an independent school located in york, me that serves children (ages 2 to 10) living in the seacoast region of southern me and nh. Founded in 2000, bmfs has grown steadily from its humble roots as a quintessential "one room schoolhouse" with 1 teacher and 8 students into a thriving community of 85 students, 72 families, and 16 teachers. Bmfs has established itself as an integral partner for families seeking a holistic educational experience that differentiates its curriculum for the needs of each child. The school provides elementary, preschool, and toddler programs based on the core principles conceptualized by maria montessori and other progressive educational theorists. "follow the child- and "freedom with responsibilities" are two montessori principles that bmfs deeply honors and respects. Bmfs is considered a leading early education program in the seacoast region. All lead classroom teachers have bachelors degrees and are required to be montessori certified. Additionally, the majority of classroom teachers have advanced degrees (27 total degrees, including 7 with masters) and 5 are bilingual to include spanish, german, korean, portuguese and french. Each classroom is designed to provide the optimal montessori experience with a core focus on language development, mathematical foundations, sensorial cognition, and everyday living fundamentals. These foundational subjects are coupled with big-picture thematic surveys of the arts, sciences, and cultural studies, which creates a global mental framework in each child that lives and grows with them throughout their lives. The core curriculum is further enriched with fitness and health, music, spanish, drama and studio art. At bmfs, each child's individuality, creativity, and intellectual potential is honored and all students are respected and treated as leaders, writers, artists, scientists, actors, and musicians.

Raw XML AppendixShowing 400 of 444 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ActivityOrMissionDesc0BRIXHAM MONTESSORI FRIENDS SCHOOL (BMFS) HONORS EACH CHILD'S INDIVIDUALITY, CREATIVITY, AND INTELLECTUAL POTENTIAL THROUGH ENRICHED MONTESSORI EDUCATIONAL PROGRAMS.
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IRS990/Desc0BMFS IS AN INDEPENDENT SCHOOL LOCATED IN YORK, ME THAT SERVES CHILDREN (AGES 2 TO 10) LIVING IN THE SEACOAST REGION OF SOUTHERN ME AND NH. FOUNDED IN 2000, BMFS HAS GROWN STEADILY FROM ITS HUMBLE ROOTS AS A QUINTESSENTIAL "ONE ROOM SCHOOLHOUSE" WITH 1 TEACHER AND 8 STUDENTS INTO A THRIVING COMMUNITY OF 85 STUDENTS, 72 FAMILIES, AND 16 TEACHERS. BMFS HAS ESTABLISHED ITSELF AS AN INTEGRAL PARTNER FOR FAMILIES SEEKING A HOLISTIC EDUCATIONAL EXPERIENCE THAT DIFFERENTIATES ITS CURRICULUM FOR THE NEEDS OF EACH CHILD. THE SCHOOL PROVIDES ELEMENTARY, PRESCHOOL, AND TODDLER PROGRAMS BASED ON THE CORE PRINCIPLES CONCEPTUALIZED BY MARIA MONTESSORI AND OTHER PROGRESSIVE EDUCATIONAL THEORISTS. "FOLLOW THE CHILD- AND "FREEDOM WITH RESPONSIBILITIES" ARE TWO MONTESSORI PRINCIPLES THAT BMFS DEEPLY HONORS AND RESPECTS. BMFS IS CONSIDERED A LEADING EARLY EDUCATION PROGRAM IN THE SEACOAST REGION. ALL LEAD CLASSROOM TEACHERS HAVE BACHELORS DEGREES AND ARE REQUIRED TO BE MONTESSORI CERTIFIED. ADDITIONALLY, THE MAJORITY OF CLASSROOM TEACHERS HAVE ADVANCED DEGREES (27 TOTAL DEGREES, INCLUDING 7 WITH MASTERS) AND 5 ARE BILINGUAL TO INCLUDE SPANISH, GERMAN, KOREAN, PORTUGUESE AND FRENCH. EACH CLASSROOM IS DESIGNED TO PROVIDE THE OPTIMAL MONTESSORI EXPERIENCE WITH A CORE FOCUS ON LANGUAGE DEVELOPMENT, MATHEMATICAL FOUNDATIONS, SENSORIAL COGNITION, AND EVERYDAY LIVING FUNDAMENTALS. THESE FOUNDATIONAL SUBJECTS ARE COUPLED WITH BIG-PICTURE THEMATIC SURVEYS OF THE ARTS, SCIENCES, AND CULTURAL STUDIES, WHICH CREATES A GLOBAL MENTAL FRAMEWORK IN EACH CHILD THAT LIVES AND GROWS WITH THEM THROUGHOUT THEIR LIVES. THE CORE CURRICULUM IS FURTHER ENRICHED WITH FITNESS AND HEALTH, MUSIC, SPANISH, DRAMA AND STUDIO ART. AT BMFS, EACH CHILD'S INDIVIDUALITY, CREATIVITY, AND INTELLECTUAL POTENTIAL IS HONORED AND ALL STUDENTS ARE RESPECTED AND TREATED AS LEADERS, WRITERS, ARTISTS, SCIENTISTS, ACTORS, AND MUSICIANS.
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IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THERE ARE NO RACIAL RESTRICTIONS FOR ENTRY TO THE SCHOOL'S PROGRAMS.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1THE SCHOOL DOES NOT DISCRIMINATE AND DOES NOT DISCLOSE THE COMPOSITION OF ITS STUDENTS.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BMFS IS AN INDEPENDENT SCHOOL LOCATED IN YORK, ME THAT SERVES CHILDREN (AGES 2 TO 10) LIVING IN THE SEACOAST REGION OF SOUTHERN ME AND NH. FOUNDED IN 2000, BMFS HAS GROWN STEADILY FROM ITS HUMBLE ROOTS AS A QUINTESSENTIAL "ONE ROOM SCHOOLHOUSE" WITH 1 TEACHER AND 8 STUDENTS INTO A THRIVING COMMUNITY OF 85 STUDENTS, 72 FAMILIES, AND 16 TEACHERS. BMFS HAS ESTABLISHED ITSELF AS AN INTEGRAL PARTNER FOR FAMILIES SEEKING A HOLISTIC EDUCATIONAL EXPERIENCE THAT DIFFERENTIATES ITS CURRICULUM FOR THE NEEDS OF EACH CHILD. THE SCHOOL PROVIDES ELEMENTARY, PRESCHOOL, AND TODDLER PROGRAMS BASED ON THE CORE PRINCIPLES CONCEPTUALIZED BY MARIA MONTESSORI AND OTHER PROGRESSIVE EDUCATIONAL THEORISTS. "FOLLOW THE CHILD- AND "FREEDOM WITH RESPONSIBILITIES" ARE TWO MONTESSORI PRINCIPLES THAT BMFS DEEPLY HONORS AND RESPECTS. BMFS IS CONSIDERED A LEADING EARLY EDUCATION PROGRAM IN THE SEACOAST REGION. ALL LEAD CLASSROOM TEACHERS HAVE BACHELORS DEGREES AND ARE REQUIRED TO BE MONTESSORI CERTIFIED. ADDITIONALLY, THE MAJORITY OF CLASSROOM TEACHERS HAVE ADVANCED DEGREES (27 TOTAL DEGREES, INCLUDING 7 WITH MASTERS) AND 5 ARE BILINGUAL TO INCLUDE SPANISH, GERMAN, KOREAN, PORTUGUESE AND FRENCH. EACH CLASSROOM IS DESIGNED TO PROVIDE THE OPTIMAL MONTESSORI EXPERIENCE WITH A CORE FOCUS ON LANGUAGE DEVELOPMENT, MATHEMATICAL FOUNDATIONS, SENSORIAL COGNITION, AND EVERYDAY LIVING FUNDAMENTALS. THESE FOUNDATIONAL SUBJECTS ARE COUPLED WITH BIG-PICTURE THEMATIC SURVEYS OF THE ARTS, SCIENCES, AND CULTURAL STUDIES, WHICH CREATES A GLOBAL MENTAL FRAMEWORK IN EACH CHILD THAT LIVES AND GROWS WITH THEM THROUGHOUT THEIR LIVES. THE CORE CURRICULUM IS FURTHER ENRICHED WITH FITNESS AND HEALTH, MUSIC, SPANISH, DRAMA AND STUDIO ART. AT BMFS, EACH CHILD'S INDIVIDUALITY, CREATIVITY, AND INTELLECTUAL POTENTIAL IS HONORED AND ALL STUDENTS ARE RESPECTED AND TREATED AS LEADERS, WRITERS, ARTISTS, SCIENTISTS, ACTORS, AND MUSICIANS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 REVIEWED BY BOARD OF DIRECTORS BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ANNUAL REVIEW
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4A
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
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