Civic Intelligence

Big Leaf Montessori

990 • Fiscal year 2023 • EIN 91-1647750

Jan 01, 2023 to Dec 31, 2023 • Filed on Aug 22, 2024

Organization ProfileWWW.BIGLEAFMONTESSORI.COM
1428 22nd AveLongview, WA 98632

(360) 200-8976

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

77th percentile

0.06x

Higher debt load relative to assets than 77% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

75th percentile

0.03x

Higher debt load relative to revenue than 75% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

53rd percentile

4.9%

Higher net margin than 53% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

89th percentile

$35,395

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 11.2% of source-year revenue.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

65th percentile

12%

Faster asset growth than 65% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

57th percentile

10%

Faster revenue growth than 57% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets77th percentile

Assets

Up

$174,211

Up $18,091 (+12%) from 2022

Net Assets

Up

$163,851

Up $14,938 (+10%) from 2022

Liabilities

Up

$10,360

Up $3,153 (+44%) from 2022

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin53rd percentile

Revenue

Up

$314,984

Up $29,860 (+10%) from 2022

Expenses

Down

$299,681

Down $10,130 (-3.3%) from 2022

Net Income

Up

$15,303

Up $39,990 (+162%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$200K$150K$100K$50K$0-$50KAssets 2015: $100,659Liabilities 2015: $16,5912015Assets 2016: $64,875Liabilities 2016: $3,4792016Assets 2017: $57,438Liabilities 2017: $3,2312017Assets 2018: $69,278Liabilities 2018: -$3332018Assets 2019: $19,422Liabilities 2019: $2,9852019Assets 2020: $81,310Liabilities 2020: $6,315Net Assets 2020: $74,9952020Assets 2021: $183,164Liabilities 2021: $9,564Net Assets 2021: $173,6002021Assets 2022: $156,120Liabilities 2022: $7,207Net Assets 2022: $148,9132022Assets 2023: $174,211Liabilities 2023: $10,360Net Assets 2023: $163,8512023Assets 2024: $179,353Liabilities 2024: $1,660Net Assets 2024: $177,6932024

Highlighted filing

2023

Assets$174,211
Liabilities$10,360
Net Assets$163,851
Open 2023 Filing

Operations Trend

Revenue Growth57th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$200K$0-$200KRevenue 2015: $22,022Expenses 2015: $37,551Net Income 2015: -$15,5292015Revenue 2016: $64,875Expenses 2016: $87,628Net Income 2016: -$22,7532016Revenue 2017: $90,060Expenses 2017: $97,151Net Income 2017: -$7,0912017Revenue 2018: $114,264Expenses 2018: $100,198Net Income 2018: $14,0662018Revenue 2019: $156,633Expenses 2019: $209,808Net Income 2019: -$53,1752019Revenue 2020: $258,852Expenses 2020: $200,294Net Income 2020: $58,5582020Revenue 2021: $362,152Expenses 2021: $261,310Net Income 2021: $100,8422021Revenue 2022: $285,124Expenses 2022: $309,811Net Income 2022: -$24,6872022Revenue 2023: $314,984Expenses 2023: $299,681Net Income 2023: $15,3032023Revenue 2024: $153,497Expenses 2024: $139,571Net Income 2024: $13,9262024

Highlighted filing

2023

Revenue$314,984
Expenses$299,681
Net Income$15,303
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Aug 22, 2024
Return Version
2023v5.0
Gross Receipts
$314,984
Mission and Program Overview

Mission

We are an approved private school and childcare center providing Montessori education to children of Cowlitz County, WA and surrounding areas.

Our mission is to provide quality montessori education to children ages 30 months to 12 years.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$132,057$152,227▲ $20,170
Land, Buildings, and Equipment, Net$24,063$20,237▼ $3,826
Total Assets$156,120$174,211▲ $18,091
Other Assets Total-$1,747-
Liabilities
Other Liabilities$7,207$10,360▲ $3,153
Total Liabilities$7,207$10,360▲ $3,153
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$134,052$163,851▲ $29,799
Net Assets With Donor Restrictions$14,861--
Total Net Assets Fund Balance$148,913$163,851▲ $14,938
Total Liabilities and Net Assets / Fund Balance$156,120$174,211▲ $18,091

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$17,215$7,921$25,136
Other Land Buildings$3,022$4,389$7,411
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Alicia JacksonHead of SchoFT$31,400$3,995$35,395

Board Members and Trustees

NameTitle
Margaret LapicPresident
Patricia KelleyBoard Member
Ryan PennerBoard Member
SUMMER O'NEILLBoard Member
Robert GriffithSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$10,095
Program Service Revenue
$289,321
Investment Income
$743
Other Revenue
$14,825
All Other Contributions
$9,095
Change in Net Assets
$15,303
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$226,716
Other Expenses$72,965
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$159,827--$159,827
Current Officers, Directors, Trustees, and Key Employees$31,400--$31,400
Occupancy$26,914--$26,914
Payroll Taxes$21,505--$21,505
Other Employee Benefits$13,984--$13,984
Insurance$5,753--$5,753
Fees for Services Accounting-$4,665-$4,665
Depreciation Depletion$4,524--$4,524
Advertising$3,526--$3,526
Office Expenses$3,275--$3,275
Fees for Services Legal-$975-$975
Travel$802--$802
Other Expenses$541--$541
Total Functional Expenses$294,041$5,640$0$299,681
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
PAYROLL LIABILITIES:FEDERAL TAXES (9$8,614
PAYROLL LIABILITIES:WA WORKERS COMPE$644
PAYROLL LIABILITIES:WA PAID FAMILY A$308
PAYROLL LIABILITIES:WA CARES FUND$307
PAYROLL LIABILITIES:WA SUI EMPLOYER$286
PAYROLL LIABILITIES:OR INCOME TAX$197
PAYROLL LIABILITIES:OR STATEWIDE TRA$4
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
No
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 2

“Ryan penner alicia jackson board member headofschool spouse”

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

“Board members are notified of the filing at the board meeting prior to the filing, and it is made available for all to review after the filing.”

Form 990, Page 6, Part VI, Line 19

“Our governing documents, etc. Are kept in the school office and are available upon request.”

Filing and Contact Details

Filer

Filer Name
Big Leaf Montessori
EIN
91-1647750
Phone
3602008976
Address
1428 22ND AVE, LONGVIEW, WA 98632

Signing Officer

Name
Alicia Jackson
Title
Head of School
Phone
3602008976
Signed
2024-08-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Alicia Jackson
Formed
1994
Legal Domicile
Wa
Voting Board Members
5
Independent Board Members
5
Employees
9
Volunteers
10

Preparer

Firm
Lower Columbia Cpas & Company Pllc
Address
PO BOX 1458, LONGVIEW, WA 98632-7866
Preparer
Mary E Howe
Phone
3607033133
Supplemental Narrative

Additional Explanations

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

“In 2023 our seven exceptional staff served 57 children ages 30 months to 12 years of age, providing quality individualized instruction using the montessori philosophy. We are proud to share that two of our team members began or completed teaching credential programs in 2023, a tremendous undertaking that will only strengthen our professional community and student learning opportunities. Our elementary students were fortunate to attend outdoor school, swimming lessons, and field trips in addition to classroom instruction. Service projects are an essential component of our community. Big leaf students spent time caring for the garden, creating outdoor murals, collecting food donations for the neighborhood blessing box, picking up litter, managing our little library, and more. We continue to offer extended day and summer care options for working parents. Parents report that their students make learning gains during summer care, rather than learning lost. We participate in both the state of washington and cowlitz tribal subsidy programs to expand accessibility for low-income families in our community. More than 10% of our students rely on these critical programs.”

Form 990, Part XI, Line 9

“PENALTIES -365”

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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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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc5PAYROLL LIABILITIES:OR INCOME TAX
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc6PAYROLL LIABILITIES:OR STATEWIDE TRA
IRS990ScheduleD/TotalBookValueLandBuildingsAmt020237
IRS990ScheduleD/TotalLiabilityAmt010360
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0true
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0OUR NONDISCRIMINATORY POLICY IS ON OUR WEBSITE YEAR ROUND, ON OUR APPLICATION FORM, AND PUBLISHED IN A REGIONAL NEWSPAPER, THE COLUMBIA RIVER READER.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1RECEIVED WA STATE DEPARTMENT OF CHILDREN, YOUTH, AND FAMILIES GRANTS
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, LINE 6
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0IN 2023 OUR SEVEN EXCEPTIONAL STAFF SERVED 57 CHILDREN AGES 30 MONTHS TO 12 YEARS OF AGE, PROVIDING QUALITY INDIVIDUALIZED INSTRUCTION USING THE MONTESSORI PHILOSOPHY. WE ARE PROUD TO SHARE THAT TWO OF OUR TEAM MEMBERS BEGAN OR COMPLETED TEACHING CREDENTIAL PROGRAMS IN 2023, A TREMENDOUS UNDERTAKING THAT WILL ONLY STRENGTHEN OUR PROFESSIONAL COMMUNITY AND STUDENT LEARNING OPPORTUNITIES. OUR ELEMENTARY STUDENTS WERE FORTUNATE TO ATTEND OUTDOOR SCHOOL, SWIMMING LESSONS, AND FIELD TRIPS IN ADDITION TO CLASSROOM INSTRUCTION. SERVICE PROJECTS ARE AN ESSENTIAL COMPONENT OF OUR COMMUNITY. BIG LEAF STUDENTS SPENT TIME CARING FOR THE GARDEN, CREATING OUTDOOR MURALS, COLLECTING FOOD DONATIONS FOR THE NEIGHBORHOOD BLESSING BOX, PICKING UP LITTER, MANAGING OUR LITTLE LIBRARY, AND MORE. WE CONTINUE TO OFFER EXTENDED DAY AND SUMMER CARE OPTIONS FOR WORKING PARENTS. PARENTS REPORT THAT THEIR STUDENTS MAKE LEARNING GAINS DURING SUMMER CARE, RATHER THAN LEARNING LOST. WE PARTICIPATE IN BOTH THE STATE OF WASHINGTON AND COWLITZ TRIBAL SUBSIDY PROGRAMS TO EXPAND ACCESSIBILITY FOR LOW-INCOME FAMILIES IN OUR COMMUNITY. MORE THAN 10% OF OUR STUDENTS RELY ON THESE CRITICAL PROGRAMS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1RYAN PENNER ALICIA JACKSON BOARD MEMBER HEADOFSCHOOL SPOUSE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOARD MEMBERS ARE NOTIFIED OF THE FILING AT THE BOARD MEETING PRIOR TO THE FILING, AND IT IS MADE AVAILABLE FOR ALL TO REVIEW AFTER THE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OUR GOVERNING DOCUMENTS, ETC. ARE KEPT IN THE SCHOOL OFFICE AND ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PENALTIES -365
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0156120
IRS990/TotalAssetsEOYAmt0174211
IRS990/TotalAssetsGrp/BOYAmt0156120
IRS990/TotalAssetsGrp/EOYAmt0174211
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt010095
IRS990/TotalEmployeeCnt09
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt05640
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0294041
IRS990/TotalFunctionalExpensesGrp/TotalAmt0299681
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt07207
IRS990/TotalLiabilitiesEOYAmt010360
IRS990/TotalLiabilitiesGrp/BOYAmt07207
IRS990/TotalLiabilitiesGrp/EOYAmt010360
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0148913
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0163851
IRS990/TotalOtherCompensationAmt03995
IRS990/TotalProgramServiceExpensesAmt0294041
IRS990/TotalProgramServiceRevenueAmt0289321
IRS990/TotalReportableCompFromOrgAmt031400
IRS990/TotalRevenueGrp/ExclusionAmt015568
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0289321
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0314984
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0156120
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0174211
IRS990/TravelGrp/ProgramServicesAmt0802
IRS990/TravelGrp/TotalAmt0802
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01428 22ND AVENUE
IRS990/USAddress/CityNm0LONGVIEW
IRS990/USAddress/StateAbbreviationCd0WA
IRS990/USAddress/ZIPCd098632
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.BIGLEAFMONTESSORI.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ALICIA JACKSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0HEAD OF SCHOOL
ReturnHeader/BusinessOfficerGrp/PhoneNum03602008976
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-08-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BIG LEAF MONTESSORI
ReturnHeader/Filer/BusinessNameControlTxt0BIGL
ReturnHeader/Filer/EIN0911647750
ReturnHeader/Filer/PhoneNum03602008976
ReturnHeader/Filer/USAddress/AddressLine1Txt01428 22ND AVE
ReturnHeader/Filer/USAddress/CityNm0LONGVIEW
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098632
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0872132596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LOWER COLUMBIA CPAS & COMPANY PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1458
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LONGVIEW
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0986327866
ReturnHeader/PreparerPersonGrp/PhoneNum03607033133
ReturnHeader/PreparerPersonGrp/PreparationDt02024-08-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARY E HOWE
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-08-26T12:36:40-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$174,211
Liabilities
$10,360
Net assets
$163,851
Revenue
$314,984
Expenses
$299,681
Net income
$15,303
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.79$0.02$1.78$1.53$1.40$0.14
2023Detailed filing. Detailed filing data is available for this year.$1.74$0.10$1.64$3.15$3.00$0.15
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.56$0.07$1.49$2.85$3.10$0.25
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.83$0.10$1.74$3.62$2.61$1.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.81$0.06$0.75$2.59$2.00$0.59
2019Summary only. Only limited summary data is available for this year.$0.19$0.03$1.57$2.10$0.53
2018Summary only. Only limited summary data is available for this year.$0.69$0.00$1.14$1.00$0.14
2017Summary only. Only limited summary data is available for this year.$0.57$0.03$0.90$0.97$0.07
2016Summary only. Only limited summary data is available for this year.$0.65$0.03$0.65$0.88$0.23
2015Summary only. Only limited summary data is available for this year.$1.01$0.17$0.22$0.38$0.16
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • 501(c)3 • <$500k nonprofits