Civic Intelligence

Coastal Sage Montessori

EIN 82-2691280 • 501(c)3 • Carlsbad, CA

Profile

A school that provides educational services.

550 Laguna Drive Suite ACarlsbad, CA 92008

coastalsage.org

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

34th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

65th percentile

13%

Higher net margin than 65% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

75th percentile

18%

Faster asset growth than 75% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

81st percentile

42%

Faster revenue growth than 81% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$427,460

Up $66,654 (+18%) from 2023

Liabilities

Down

$0

Down $8,090 (-100%) from 2023

Net Assets

Up

$427,460

Up $74,744 (+21%) from 2023

Operations
Liabilities / Revenue34th percentileNet Margin65th percentile

Revenue

Up

$576,934

Up $169,812 (+42%) from 2023

Expenses

Up

$502,362

Up $193,160 (+62%) from 2023

Net Income

Down

$74,572

Down $23,348 (-24%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth75th percentile

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

$600K$400K$200K$0Assets 2019: $45,243Liabilities 2019: $0Net Assets 2019: $45,2432019Assets 2020: $45,093Liabilities 2020: $02020Assets 2022: $288,038Liabilities 2022: $0Net Assets 2022: $288,0382022Assets 2023: $360,806Liabilities 2023: $8,090Net Assets 2023: $352,7162023Assets 2024: $427,460Liabilities 2024: $0Net Assets 2024: $427,4602024

Highlighted filing

2024

Assets$427,460
Liabilities$0
Net Assets$427,460
Open 2024 Filing

Operations Trend

Revenue Growth81st percentile

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

$600K$400K$200K$0-$200KRevenue 2019: $1,389Expenses 2019: $1,212Net Income 2019: $1772019Revenue 2020: $0Expenses 2020: $150Net Income 2020: -$1502020Revenue 2022: $0Expenses 2022: $0Net Income 2022: $02022Revenue 2023: $407,122Expenses 2023: $309,202Net Income 2023: $97,9202023Revenue 2024: $576,934Expenses 2024: $502,362Net Income 2024: $74,5722024

Highlighted filing

2024

Revenue$576,934
Expenses$502,362
Net Income$74,572
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$427,460
Liabilities
$0
Net assets
$427,460
Revenue
$576,934
Expenses
$502,362
Net income
$74,572
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.27$0.00$4.27$5.77$5.02$0.75
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.61$0.08$3.53$4.07$3.09$0.98
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.88$0.00$2.88$0.00$0.00$0.00
2020Summary only. Only limited summary data is available for this year.$0.45$0.00$0.00$0.00$0.00
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.45$0.00$0.45$0.01$0.01$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 14, 2025
Return Version
2024v5.2
Gross Receipts
$576,934
Mission and Program Overview

Mission

child care

A school that provides educational services.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$352,716$427,460▲ $74,744
Cash and Non-Interest-Bearing Accounts$349,206$425,639▲ $76,433
Prepaid Expenses and Deferred Charges$11,600$0▼ $11,600
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$360,806$427,460▲ $66,654
Other Assets Total$0$1,821▲ $1,821
Liabilities
Deferred Revenue$8,090--
Total Liabilities$8,090$0▼ $8,090
Net Assets / Fund Balance
Total Net Assets Fund Balance$352,716$427,460▲ $74,744
Total Liabilities and Net Assets / Fund Balance$360,806$427,460▲ $66,654
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleBaseTotal
Signe CastanedaOfficer$90,000$90,000
Revenue and Support

Revenue Composition

Contributions and Grants
$352,060
Program Service Revenue
$224,874
Investment Income
$0
Other Revenue
$0
All Other Contributions
$352,060
Change in Net Assets
$74,572
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$358,114
Other Expenses$144,248
Total Fundraising Expense$9,991
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$205,956$124,888-$330,844
Occupancy$29,700$6,050-$35,750
Payroll Taxes$17,083$10,187-$27,270
Advertising$419$16,160$8,448$25,027
Office Expenses$1,780$12,536$35$14,351
All Other Expenses$5,382$7,406$725$13,513
Fees for Services Accounting-$9,642-$9,642
Insurance-$6,149-$6,149
Other Expenses$7,407$6,000$96$6,000
Fees for Services Legal$160$4,500$412$5,072
Information Technology-$1,477-$1,477
Travel-$1,135$275$1,410
Interest-$-2-$-2
Total Functional Expenses$285,689$206,682$9,991$502,362
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
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, Part VI, Section A, Line 4

“The bylaws were amended to add a nondiscrimination policy and to convert the articles of incorporation to a religious nonprofit corporation.”

Form 990, Part VI, Section B, Line 11B

“The director reviews the documentation and keeps record on the premises”

Form 990, Part VI, Section B, Line 12C

“Policies are policed and practiced.”

Form 990, Part VI, Section B, Line 15

“Policies are implemented and practiced.”

Form 990, Part VI, Section C, Line 18

“Form 990 is available upon request and approval.”

Form 990, Part VI, Section C, Line 19

“Documents are available upon request and approval.”

Filing and Contact Details

Filer

Filer Name
Coastal Sage Montessori
EIN
82-2691280
Phone
8584319205
Address
550 LAGUNA DRIVE SUITE A, CARLSBAD, CA 92008

Signing Officer

Name
Signe Castaneda
Title
Officer
Phone
8582258670
Signed
2025-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Signe Castaneda
Formed
2017
Legal Domicile
CA
Voting Board Members
2
Independent Board Members
2
Employees
8
Volunteers
0

Preparer

Firm
Hm&m Advisory LLC
Address
5005 LYNDON B JOHNSON FWY STE 1200, DALLAS, TX 75244
Preparer
Randy Garcia
Phone
9724041010
Supplemental Narrative

Additional Explanations

Explanation of Changes in Net Assets or Fund Balances (part XI, Line 9)

“Net assets increased due to contribution from a foundation”

Raw XML Appendix336 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0A SCHOOL THAT PROVIDES EDUCATIONAL SERVICES.
IRS990/AdvertisingGrp/FundraisingAmt08448
IRS990/AdvertisingGrp/ManagementAndGeneralAmt016160
IRS990/AdvertisingGrp/ProgramServicesAmt0419
IRS990/AdvertisingGrp/TotalAmt025027
IRS990/AllOtherContributionsAmt0352060
IRS990/AllOtherExpensesGrp/FundraisingAmt0725
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt07406
IRS990/AllOtherExpensesGrp/ProgramServicesAmt05382
IRS990/AllOtherExpensesGrp/TotalAmt013513
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BooksInCareOfDetail/PersonNm0JUAN CASTANEDA
IRS990/BooksInCareOfDetail/PhoneNum08534319205
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt03280 MCKINLEY ST
IRS990/BooksInCareOfDetail/USAddress/CityNm0CARLSBAD
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd092008
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt0349206
IRS990/CashNonInterestBearingGrp/EOYAmt0425639
IRS990/ChangeToOrgDocumentsInd01
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0352060
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt0144248
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0224874
IRS990/CYRevenuesLessExpensesAmt074572
IRS990/CYSalariesCompEmpBnftPaidAmt0358114
IRS990/CYTotalExpensesAmt0502362
IRS990/CYTotalFundraisingExpenseAmt09991
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0576934
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt08090
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0CHILD CARE AND PRESCHOOL
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt08
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0285689
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt09642
IRS990/FeesForServicesAccountingGrp/TotalAmt09642
IRS990/FeesForServicesLegalGrp/FundraisingAmt0412
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt04500
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt0160
IRS990/FeesForServicesLegalGrp/TotalAmt05072
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.00
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/PersonNm0SIGNE CASTANEDA
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt090000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0OFFICER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02017
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt02
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0576934
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt02
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt01477
IRS990/InformationTechnologyGrp/TotalAmt01477
IRS990/InsuranceGrp/ManagementAndGeneralAmt06149
IRS990/InsuranceGrp/TotalAmt06149
IRS990/InterestGrp/ManagementAndGeneralAmt0-2
IRS990/InterestGrp/TotalAmt0-2
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0A SCHOOL THAT PROVIDES EDUCATIONAL SERVICES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0352716
IRS990/NetAssetsOrFundBalancesEOYAmt0427460
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt06050
IRS990/OccupancyGrp/ProgramServicesAmt029700
IRS990/OccupancyGrp/TotalAmt035750
IRS990/OfficeExpensesGrp/FundraisingAmt035
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt012536
IRS990/OfficeExpensesGrp/ProgramServicesAmt01780
IRS990/OfficeExpensesGrp/TotalAmt014351
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt01821
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0MONTESSORI FURNITURE
IRS990/OtherExpensesGrp/Desc1CURRICULUM
IRS990/OtherExpensesGrp/Desc2JOB SUPPLIES
IRS990/OtherExpensesGrp/Desc3PROFESSIONAL DEVELOPMEN
IRS990/OtherExpensesGrp/FundraisingAmt096
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0339
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1215
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt26000
IRS990/OtherExpensesGrp/ProgramServicesAmt09830
IRS990/OtherExpensesGrp/ProgramServicesAmt17972
IRS990/OtherExpensesGrp/ProgramServicesAmt27407
IRS990/OtherExpensesGrp/TotalAmt010265
IRS990/OtherExpensesGrp/TotalAmt17972
IRS990/OtherExpensesGrp/TotalAmt27622
IRS990/OtherExpensesGrp/TotalAmt36000
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0124888
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0205956
IRS990/OtherSalariesAndWagesGrp/TotalAmt0330844
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt010187
IRS990/PayrollTaxesGrp/ProgramServicesAmt017083
IRS990/PayrollTaxesGrp/TotalAmt027270
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt011600
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0SIGNE CASTANEDA
IRS990/PriorPeriodAdjustmentsAmt0172
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/BusinessCd1611710
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVICE REVENU
IRS990/ProgramServiceRevenueGrp/Desc1SALES OF PRODUCT INCOM
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0224569
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1305
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0224569
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1305
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0304840
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt0147223
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0102282
IRS990/PYRevenuesLessExpensesAmt097920
IRS990/PYSalariesCompEmpBnftPaidAmt0161979
IRS990/PYTotalExpensesAmt0309202
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0407122
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt074572
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0575043
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0352716
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0427460
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/ScheduleBRequiredInd01
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd00
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd00
IRS990ScheduleE/MaintainScholarshipsRecsInd00
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt04A. WE DO NOT HAVE RECORDS OF RACIAL COMPOSITION OF OUR STUDENTS AND STAFF BECAUSE IT'S NOT A QUESTION WE ASK THE FAMILIES WHEN REGISTERING. 4B. WE DO NOT HAVE RECORDS OF RACIAL COMPOSITION FOR THOSE RECEIVING FINANCIAL AID BECAUSE OUR FINANCIAL AID IS AWARDED ON NEED, NOT RACE.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 4
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BYLAWS WERE AMENDED TO ADD A NONDISCRIMINATION POLICY AND TO CONVERT THE ARTICLES OF INCORPORATION TO A RELIGIOUS NONPROFIT CORPORATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE DIRECTOR REVIEWS THE DOCUMENTATION AND KEEPS RECORD ON THE PREMISES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2POLICIES ARE POLICED AND PRACTICED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3POLICIES ARE IMPLEMENTED AND PRACTICED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FORM 990 IS AVAILABLE UPON REQUEST AND APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DOCUMENTS ARE AVAILABLE UPON REQUEST AND APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6NET ASSETS INCREASED DUE TO CONTRIBUTION FROM A FOUNDATION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6EXPLANATION OF CHANGES IN NET ASSETS OR FUND BALANCES (PART XI, LINE 9)
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0360806
IRS990/TotalAssetsEOYAmt0427460
IRS990/TotalAssetsGrp/BOYAmt0360806
IRS990/TotalAssetsGrp/EOYAmt0427460
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0352060
IRS990/TotalEmployeeCnt08
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt09991
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0206682
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0285689
IRS990/TotalFunctionalExpensesGrp/TotalAmt0502362
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt08090
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt08090
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0352716
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0427460
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0285689
IRS990/TotalProgramServiceRevenueAmt0224874
IRS990/TotalReportableCompFromOrgAmt090000
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0224874
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0576934
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0360806
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0427460
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/FundraisingAmt0275
IRS990/TravelGrp/ManagementAndGeneralAmt01135
IRS990/TravelGrp/TotalAmt01410
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03280 MCKINLEY ST
IRS990/USAddress/CityNm0CARLSBAD
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092008
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0COASTALSAGE.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SIGNE CASTANEDA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum08582258670
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0COASTAL SAGE MONTESSORI
ReturnHeader/Filer/BusinessNameControlTxt0COAS
ReturnHeader/Filer/EIN0822691280
ReturnHeader/Filer/PhoneNum08584319205
ReturnHeader/Filer/USAddress/AddressLine1Txt0550 LAGUNA DRIVE SUITE A
ReturnHeader/Filer/USAddress/CityNm0CARLSBAD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092008
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0331889858
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HM&M ADVISORY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05005 LYNDON B JOHNSON FWY STE 1200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DALLAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075244
ReturnHeader/PreparerPersonGrp/PhoneNum09724041010
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RANDY GARCIA
ReturnHeader/ReturnTs02025-11-17T10:31:31-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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