Civic Intelligence

South Coast Montessori School

EIN 81-4994237 • 501(c)3 • Goleta, CA

Pub. 78 Eligible

Profile

South Coast Montessori is dedicated to the principles of AMI (Association Montessori International) created by Maria Montessori to ensure authenticity of the method. Our AMI Montessori environments foster collaboration, community and peace, and provide experiences that promote curiosity, inquiry and engagement. We are dedicated to meeting the physical, emotional, social and intellectual needs of each student.

7421 Mirano DriveGoleta, CA 93117

southcoastmontessori.org

Siviq Scores

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

Liabilities / Assets

54th percentile

0.09x

Higher debt load relative to assets than 54% of similar nonprofits.

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

Liabilities / Revenue

38th percentile

0.03x

Higher debt load relative to revenue than 38% of similar nonprofits.

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

Net Margin

63rd percentile

12%

Higher net margin than 63% of similar nonprofits.

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

Top Officer Pay

81st percentile

$145,530

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 6.1% of source-year revenue.

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

Asset Growth

89th percentile

45%

Faster asset growth than 89% of similar nonprofits.

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

Revenue Growth

72nd percentile

27%

Faster revenue growth than 72% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets54th percentile

Assets

Up

$805,058

Up $248,476 (+45%) from 2024

Liabilities

Down

$68,695

Down $28,731 (-29%) from 2024

Net Assets

Up

$736,363

Up $277,207 (+60%) from 2024

Operations
Liabilities / Revenue38th percentileNet Margin63rd percentile

Revenue

Up

$2,380,783

Up $501,734 (+27%) from 2024

Expenses

Up

$2,103,576

Up $238,260 (+13%) from 2024

Net Income

Up

$277,207

Up $263,474 (+1919%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth89th percentile

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

$1.0M$500K$0Assets 2017: $174,601Liabilities 2017: $57,965Net Assets 2017: $116,6362017Assets 2018: $179,110Liabilities 2018: $30,896Net Assets 2018: $148,2142018Assets 2019: $263,227Liabilities 2019: $29,900Net Assets 2019: $233,3272019Assets 2020: $215,904Liabilities 2020: $38,664Net Assets 2020: $177,2402020Assets 2021: $534,838Liabilities 2021: $63,534Net Assets 2021: $471,3042021Assets 2022: $509,506Liabilities 2022: $50,059Net Assets 2022: $459,4472022Assets 2023: $502,955Liabilities 2023: $57,532Net Assets 2023: $445,4232023Assets 2024: $556,582Liabilities 2024: $97,426Net Assets 2024: $459,1562024Assets 2025: $805,058Liabilities 2025: $68,695Net Assets 2025: $736,3632025

Highlighted filing

2025

Assets$805,058
Liabilities$68,695
Net Assets$736,363
Open 2025 Filing

Operations Trend

Revenue Growth72nd percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2017: $749,117Expenses 2017: $632,481Net Income 2017: $116,6362017Revenue 2018: $799,221Expenses 2018: $767,643Net Income 2018: $31,5782018Revenue 2019: $1,069,996Expenses 2019: $984,883Net Income 2019: $85,1132019Revenue 2020: $998,839Expenses 2020: $1,054,926Net Income 2020: -$56,0872020Revenue 2021: $1,637,045Expenses 2021: $1,342,981Net Income 2021: $294,0642021Revenue 2022: $1,509,934Expenses 2022: $1,521,791Net Income 2022: -$11,8572022Revenue 2023: $1,662,381Expenses 2023: $1,676,405Net Income 2023: -$14,0242023Revenue 2024: $1,879,049Expenses 2024: $1,865,316Net Income 2024: $13,7332024Revenue 2025: $2,380,783Expenses 2025: $2,103,576Net Income 2025: $277,2072025

Highlighted filing

2025

Revenue$2,380,783
Expenses$2,103,576
Net Income$277,207
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$805,058
Liabilities
$68,695
Net assets
$736,363
Revenue
$2,380,783
Expenses
$2,103,576
Net income
$277,207
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.81$0.07$0.74$2.38$2.10$0.28
2024Detailed filing. Detailed filing data is available for this year.$0.56$0.10$0.46$1.88$1.87$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.50$0.06$0.45$1.66$1.68$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.51$0.05$0.46$1.51$1.52$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.53$0.06$0.47$1.64$1.34$0.29
2020Detailed filing. Detailed filing data is available for this year.$0.22$0.04$0.18$1.00$1.05$0.06
2019Detailed filing. Detailed filing data is available for this year.$0.26$0.03$0.23$1.07$0.98$0.09
2018Detailed filing. Detailed filing data is available for this year.$0.18$0.03$0.15$0.80$0.77$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.17$0.06$0.12$0.75$0.63$0.12
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Apr 11, 2026
Return Version
2025v4.1
Gross Receipts
$2,380,783
Mission and Program Overview

Mission

South Coast Montessori is dedicated to the principles of AMI (Association Montessori International) created by Maria Montessori to ensure authenticity of the method. Our AMI Montessori environments foster collaboration, community and peace, and provide experiences that promote curiosity, inquiry and engagement. We are dedicated to meeting the physical, emotional, social and intellectual needs of each student.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$387,094$627,577▲ $240,483
Cash and Non-Interest-Bearing Accounts$158,138$167,481▲ $9,343
Prepaid Expenses and Deferred Charges$1,350$0▼ $1,350
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$556,582$805,058▲ $248,476
Other Assets Total$10,000$10,000→ $0
Liabilities
Accounts Payable and Accrued Expenses$87,069$61,618▼ $25,451
Deferred Revenue$10,357$7,077▼ $3,280
Total Liabilities$97,426$68,695▼ $28,731
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$459,156$736,363▲ $277,207
Total Net Assets Fund Balance$459,156$736,363▲ $277,207
Total Liabilities and Net Assets / Fund Balance$556,582$805,058▲ $248,476
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseTotal
Brian CogswellHead of SchoolFT$145,530$145,530
Leah ShannonTeacher and Board MemberFT$121,379$121,379

Board Members and Trustees

NameTitle
Michael McLernonPresident
Rick DrakeVice President
Chelsea FreiSecretary
Bailey MillerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$83,463
Program Service Revenue
$2,276,697
Investment Income
$20,623
Other Revenue
$0
All Other Contributions
$83,463
Change in Net Assets
$277,207
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,577,121
Other Expenses$526,455
Total Fundraising Expense$4,574
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,079,385--$1,079,385
Current Officers, Directors, Trustees, and Key Employees$121,379$145,530-$266,909
Fees for Services Other$174,936$1,334-$176,270
Occupancy$137,829--$137,829
Other Employee Benefits$109,967$13,389-$123,356
Payroll Taxes$95,829$11,642-$107,471
Insurance$36,831--$36,831
Advertising$22,007--$22,007
All Other Expenses$11,565-$4,574$16,139
Other Expenses$14,234--$14,234
Fees for Services Accounting$5,402$1,566-$6,968
Office Expenses$5,783--$5,783
Total Functional Expenses$1,925,541$173,461$4,574$2,103,576
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
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
Yes
Other officer compensation reviewed
Yes
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, Part VI, Section B, Line 11B

“Board Members are provided Form 990, in advance of filing date, via electronic file. Comments can be submitted to organization's President before the return is filed.”

Form 990, Part VI, Section B, Line 15B

“South Coast Montessori School's Board reviewed the AMI (Montessori Organization) annual salary survey for Heads of School and Teachers at Montessori schools.”

Form 990, Part VI, Section C, Line 18

“The Organization's corporate documents are available on the California Attorney General's website. Form 990 is available on the IRS website.”

Form 990, Part VI, Section C, Line 19

“The Organization provides access to tax filings, policies and financial statements, upon inquiry at its offices - 7421 Mirano Drive, Goleta, CA 93117.”

Filing and Contact Details

Filer

Filer Name
South Coast Montessori School
EIN
81-4994237
Phone
8058456555
Address
7421 Mirano Drive, Goleta, CA 93117

Signing Officer

Name
Bailey Miller
Title
Treasurer
Signed
2026-04-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael McLernon
Formed
2017
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
41

Preparer

Firm
Allman & Scheff CPAs
Address
226 E Canon Perdido St Ste F, Santa Barbara, CA 93101
Preparer
Pamela Allman
Phone
8059574890
Raw XML Appendix394 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/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Michael McLernon
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/BusinessCd1611600
IRS990/ProgramServiceRevenueGrp/Desc0Employee Retention Credit
IRS990/ProgramServiceRevenueGrp/Desc1Tuition
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0364368
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11912329
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0364368
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11912329
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0139856
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt021226
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0389603
IRS990/PYProgramServiceRevenueAmt01717967
IRS990/PYRevenuesLessExpensesAmt013733
IRS990/PYSalariesCompEmpBnftPaidAmt01475713
IRS990/PYTotalExpensesAmt01865316
IRS990/PYTotalRevenueAmt01879049
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0277207
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0387094
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0627577
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule E, Line 4 - Explanation of Records and Materials Not Maintained
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2Schedule E, Line 5 - Explanation of Organization Discrimination by Race
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Board Members are provided Form 990, in advance of filing date, via electronic file. Comments can be submitted to organization's President before the return is filed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1South Coast Montessori School's Board reviewed the AMI (Montessori Organization) annual salary survey for Heads of School and Teachers at Montessori schools.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Organization's corporate documents are available on the California Attorney General's website. Form 990 is available on the IRS website.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Organization provides access to tax filings, policies and financial statements, upon inquiry at its offices - 7421 Mirano Drive, Goleta, CA 93117.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0556582
IRS990/TotalAssetsEOYAmt0805058
IRS990/TotalAssetsGrp/BOYAmt0556582
IRS990/TotalAssetsGrp/EOYAmt0805058
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt083463
IRS990/TotalEmployeeCnt041
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt04574
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0173461
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01925541
IRS990/TotalFunctionalExpensesGrp/TotalAmt02103576
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt097426
IRS990/TotalLiabilitiesEOYAmt068695
IRS990/TotalLiabilitiesGrp/BOYAmt097426
IRS990/TotalLiabilitiesGrp/EOYAmt068695
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0459156
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0736363
IRS990/TotalProgramServiceExpensesAmt01925541
IRS990/TotalProgramServiceRevenueAmt02276697
IRS990/TotalReportableCompFromOrgAmt0266909
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02297320
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02380783
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0556582
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0805058
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt07421 Mirano Drive
IRS990/USAddress/CityNm0Goleta
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd093117
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0southcoastmontessori.org
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Bailey Miller
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-04-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0South Coast Montessori School
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0814994237
ReturnHeader/Filer/PhoneNum08058456555
ReturnHeader/Filer/USAddress/AddressLine1Txt07421 Mirano Drive
ReturnHeader/Filer/USAddress/CityNm0Goleta
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093117
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0934321229
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Allman & Scheff CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0226 E Canon Perdido St Ste F
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Santa Barbara
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093101
ReturnHeader/PreparerPersonGrp/PhoneNum08059574890
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Pamela Allman
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02026-04-11T20:52:35-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

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