Civic Intelligence

San Anselmo Montessori School

EIN 94-2588486 • 501(c)3 • San Anselmo, CA

Pub. 78 Eligible

View Organization Page

Profile

Fostering a love of learning in children and providing a solid foundation for future learning in an enriching and challenging educational environment each child is encouraged to grow to their fullest academic, emotional, and social potential.

PO Box 707San Anselmo, CA 94979

samontessori.com

Siviq Scores

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

Liabilities / Assets

69th percentile

0.22x

Higher debt load relative to assets than 69% of similar nonprofits.

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

Liabilities / Revenue

74th percentile

0.31x

Higher debt load relative to revenue than 74% of similar nonprofits.

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

Net Margin

74th percentile

21%

Higher net margin than 74% of similar nonprofits.

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

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

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

Asset Growth

78th percentile

19%

Faster asset growth than 78% of similar nonprofits.

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

Revenue Growth

70th percentile

23%

Faster revenue growth than 70% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets69th percentile

Assets

Up

$1,467,524

Up $232,688 (+19%) from 2024

Liabilities

Up

$320,010

Up $18,294 (+6.1%) from 2024

Net Assets

Up

$1,147,514

Up $214,394 (+23%) from 2024

Operations
Liabilities / Revenue74th percentileNet Margin74th percentile

Revenue

Up

$1,017,891

Up $191,943 (+23%) from 2024

Expenses

Up

$803,497

Up $33,535 (+4.4%) from 2024

Net Income

Up

$214,394

Up $158,408 (+283%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth78th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $685,302Liabilities 2011: $237,911Net Assets 2011: $447,3922011Assets 2012: $749,374Liabilities 2012: $274,901Net Assets 2012: $474,4732012Assets 2013: $752,090Liabilities 2013: $298,410Net Assets 2013: $453,6802013Assets 2014: $856,932Liabilities 2014: $356,867Net Assets 2014: $500,0642014Assets 2015: $941,340Liabilities 2015: $400,343Net Assets 2015: $540,9972015Assets 2016: $1,002,409Liabilities 2016: $397,221Net Assets 2016: $605,1882016Assets 2017: $1,077,075Liabilities 2017: $425,894Net Assets 2017: $651,1812017Assets 2018: $1,073,682Liabilities 2018: $371,014Net Assets 2018: $702,6682018Assets 2019: $1,090,976Liabilities 2019: $377,978Net Assets 2019: $712,9982019Assets 2020: $1,044,006Liabilities 2020: $268,352Net Assets 2020: $775,6542020Assets 2021: $1,117,977Liabilities 2021: $277,030Net Assets 2021: $840,9472021Assets 2022: $1,170,748Liabilities 2022: $286,568Net Assets 2022: $884,1802022Assets 2023: $1,155,045Liabilities 2023: $282,771Net Assets 2023: $872,2742023Assets 2024: $1,234,836Liabilities 2024: $301,716Net Assets 2024: $933,1202024Assets 2025: $1,467,524Liabilities 2025: $320,010Net Assets 2025: $1,147,5142025

Highlighted filing

2025

Assets$1,467,524
Liabilities$320,010
Net Assets$1,147,514
Open 2025 Filing

Operations Trend

Revenue Growth70th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $542,647Expenses 2011: $543,469Net Income 2011: -$8222011Revenue 2012: $569,602Expenses 2012: $567,516Net Income 2012: $2,0862012Revenue 2013: $591,027Expenses 2013: $611,821Net Income 2013: -$20,7942013Revenue 2014: $637,157Expenses 2014: $590,773Net Income 2014: $46,3842014Revenue 2015: $642,073Expenses 2015: $601,140Net Income 2015: $40,9332015Revenue 2016: $744,146Expenses 2016: $679,955Net Income 2016: $64,1912016Revenue 2017: $801,162Expenses 2017: $755,169Net Income 2017: $45,9932017Revenue 2018: $795,195Expenses 2018: $743,708Net Income 2018: $51,4872018Revenue 2019: $745,432Expenses 2019: $735,102Net Income 2019: $10,3302019Revenue 2020: $780,179Expenses 2020: $717,523Net Income 2020: $62,6562020Revenue 2021: $785,103Expenses 2021: $741,874Net Income 2021: $43,2292021Revenue 2022: $737,102Expenses 2022: $694,236Net Income 2022: $42,8662022Revenue 2023: $748,324Expenses 2023: $744,658Net Income 2023: $3,6662023Revenue 2024: $825,948Expenses 2024: $769,962Net Income 2024: $55,9862024Revenue 2025: $1,017,891Expenses 2025: $803,497Net Income 2025: $214,3942025

Highlighted filing

2025

Revenue$1,017,891
Expenses$803,497
Net Income$214,394
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$1,467,524
Liabilities
$320,010
Net assets
$1,147,514
Revenue
$1,017,891
Expenses
$803,497
Net income
$214,394
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.47$0.32$1.15$1.02$0.80$0.21
2024Detailed filing. Detailed filing data is available for this year.$1.23$0.30$0.93$0.83$0.77$0.06
2023Detailed filing. Detailed filing data is available for this year.$1.16$0.28$0.87$0.75$0.74$0.00
2022Detailed filing. Detailed filing data is available for this year.$1.17$0.29$0.88$0.74$0.69$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.12$0.28$0.84$0.79$0.74$0.04
2020Summary only. Only limited summary data is available for this year.$1.04$0.27$0.78$0.78$0.72$0.06
2019Summary only. Only limited summary data is available for this year.$1.09$0.38$0.71$0.75$0.74$0.01
2018Summary only. Only limited summary data is available for this year.$1.07$0.37$0.70$0.80$0.74$0.05
2017Summary only. Only limited summary data is available for this year.$1.08$0.43$0.65$0.80$0.76$0.05
2016Summary only. Only limited summary data is available for this year.$1.00$0.40$0.61$0.74$0.68$0.06
2015Summary only. Only limited summary data is available for this year.$0.94$0.40$0.54$0.64$0.60$0.04
2014Summary only. Only limited summary data is available for this year.$0.86$0.36$0.50$0.64$0.59$0.05
2013Summary only. Only limited summary data is available for this year.$0.75$0.30$0.45$0.59$0.61$0.02
2012Summary only. Only limited summary data is available for this year.$0.75$0.27$0.47$0.57$0.57$0.00
2011Summary only. Only limited summary data is available for this year.$0.69$0.24$0.45$0.54$0.54$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Sep 15, 2025
Return Version
2024v5.2
Gross Receipts
$1,017,891
Mission and Program Overview

Mission

Fostering a love of learning in children and providing a solid foundation for future learning in an enriching and challenging educational environment each child is encouraged to grow to their fullest academic, emotional, and social potential.

Fostering a love of learning in children and providing a solid foundation for future learning. Having a summer school program as well as the school year program, and providing both early and afternoon extended care.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$885,851$1,025,130▲ $139,279
Cash and Non-Interest-Bearing Accounts$306,732$398,922▲ $92,190
Land, Buildings, and Equipment, Net$37,527$35,063▼ $2,464
Accounts Receivable$4,726$8,404▲ $3,678
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-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,234,836$1,467,524▲ $232,688
Other Assets Total-$5-
Liabilities
Deferred Revenue$301,215$319,959▲ $18,744
Accounts Payable and Accrued Expenses$501$51▼ $450
Total Liabilities$301,716$320,010▲ $18,294
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$933,120$1,147,514▲ $214,394
Total Net Assets Fund Balance$933,120$1,147,514▲ $214,394
Total Liabilities and Net Assets / Fund Balance$1,234,836$1,467,524▲ $232,688

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$21,270$21,523$42,793
Other Land Buildings$13,793$8,293$22,086
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Leslie ChapmanPresident
Christine BergVice President
Roni PomeranztSecretary
Myriah WoodTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$46,975
Program Service Revenue
$931,602
Investment Income
$39,314
Other Revenue
$0
All Other Contributions
$46,975
Change in Net Assets
$214,394
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$598,940
Other Expenses$204,557
Total Fundraising Expense$1,874
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$467,811--$467,811
Other Employee Benefits$94,630--$94,630
Occupancy$81,663--$81,663
Payroll Taxes$36,499--$36,499
All Other Expenses$7,674$16,541$1,874$26,089
Insurance$19,818--$19,818
Other Expenses$11,401$26,640-$11,401
Fees for Services Management-$3,794-$3,794
Advertising-$2,190-$2,190
Office Expenses-$1,946-$1,946
Fees for Services Other-$1,275-$1,275
Fees for Services Legal-$1,200-$1,200
Total Functional Expenses$748,037$53,586$1,874$803,497
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
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
No
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

“No review was or will be conducted.”

Form 990, Part VI, Section C, Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
San Anselmo Montessori School
EIN
94-2588486
Phone
4154573428
Address
PO BOX 707, SAN ANSELMO, CA 94979

Signing Officer

Name
Leslie Chapman
Title
President
Signed
2025-09-15
Discuss with paid preparer
Yes

Organization Details

Formed
1971
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
0
Employees
7

Preparer

Firm
A & L CPA Group Inc
Address
1801 N CALIFORNIA BLVD SUITE 106, WALNUT CREEK, CA 94596
Preparer
Emmanuel Akuaku CPA Cgma
Phone
9258958623
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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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IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
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IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
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IRS990ScheduleE/MaintainScholarshipsRecsInd0true
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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
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LESLIE CHAPMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAN ANSELMO MONTESSORI SCHOOL
ReturnHeader/Filer/BusinessNameControlTxt0SANA
ReturnHeader/Filer/EIN0942588486
ReturnHeader/Filer/PhoneNum04154573428
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0274019128
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0A & L CPA GROUP INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01801 N CALIFORNIA BLVD SUITE 106
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WALNUT CREEK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094596
ReturnHeader/PreparerPersonGrp/PhoneNum09258958623
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EMMANUEL AKUAKU CPA CGMA
ReturnHeader/ReturnTs02025-09-15T16:47:10-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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