SANTA CRUZ MONTESSORI SCHOOL Charity Report

Public IRS 990 nonprofit record

SANTA CRUZ MONTESSORI SCHOOL

EIN 94-1573507 · Education (B21Z)

What they do

THE MISSION of THE SANTA CRUZ MONTESSORI SCHOOL IS: AS A MONTESSORI LEARNING COMMUNITY, WE INSPIRE LIFE LONG LEARNING and A PEACEFUL WORLD BY NURTURING THE NATURAL DEVELOPMENT of THE WHOLE CHILD.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $81.90 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders14 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

75.81%of revenue went to mission work81.9% of expenses · Program services

1.73%of revenue went to fundraising1.9% of expenses

$92.58spent for every $100 of revenueRevenue covered expenses this year.

15.05%of revenue went to management and office costs16.3% of expenses

$1.62in assets for every $1 spent this yearSome assets cannot be spent right away.

3.0%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $206,676 for KIMBERLEY SAXTON (HEAD OF SCHOOL). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$7,392,498

Mission workProgram services$5,603,95675.81% of revenue81.9% of expenses

ManagementOffice and general costs$1,112,20815.05% of revenue16.3% of expenses

FundraisingAsking for donations$127,8901.73% of revenue1.9% of expenses

Revenue left after expensesReported annual surplus$548,4447.42% of revenueShown in gray on the chart

Total expenses$6,844,05492.58% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 81.9% mission · 16.3% management · 1.9% fundraisingTotal expenses: 92.58% of revenue

2023Expense mix: 83.2% mission · 15.0% management · 1.9% fundraisingTotal expenses: 92.50% of revenue

2022Expense mix: 83.6% mission · 14.8% management · 1.5% fundraisingTotal expenses: 85.09% of revenue

2021Expense mix: 82.3% mission · 15.7% management · 2.0% fundraisingTotal expenses: 86.21% of revenue

2020Expense mix: 81.5% mission · 16.7% management · 1.7% fundraisingTotal expenses: 92.55% of revenue

2019Expense mix: 83.2% mission · 15.0% management · 1.9% fundraisingTotal expenses: 102.21% of revenue

2018Expense mix: 83.8% mission · 14.2% management · 2.0% fundraisingTotal expenses: 94.69% of revenue

2017Expense mix: 83.4% mission · 14.5% management · 2.1% fundraisingTotal expenses: 98.36% of revenue

Money in and money out

Revenue$7,392,498

Expenses$6,844,054

Annual surplus $548,444 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$5,603,956 · 81.9% of expenses

Management and office costs$1,112,208 · 16.3% of expenses

Fundraising$127,890 · 1.9% of expenses

See all reported dollar amounts

Revenue$7,392,498

Expenses$6,844,054

Assets$11,114,497

Income$7,712,898

Contributions$219,841

Mission work (program services)$5,603,956

Fundraising$127,890

Management and general$1,112,208

Accounting fees$35,534

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

KIMBERLEY SAXTONHEAD OF SCHOOL · 40 hrs/week $206,676Base $203,634 · Other $3,042

JULIE PARRAGUIRREPRIMARY REP · 40 hrs/week $114,999Base $100,440 · Other $14,559

ANGELA BRIDI-MILLIGANJUNIOR HIGH REP · 40 hrs/week $93,002Base $84,368 · Other $8,634

MARIAH LAMBERTELEMENTARY REP · 40 hrs/week $74,979Base $68,295 · Other $6,684

KATHLEEN WARFIELDCHIEF FINANCIAL OFFICER · 16 hrs/week $45,725

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (14)

KIMBERLEY SAXTONHEAD OF SCHOOL

JULIE PARRAGUIRREPRIMARY REP

ANGELA BRIDI-MILLIGANJUNIOR HIGH REP

MARIAH LAMBERTELEMENTARY REP

KATHLEEN WARFIELDCHIEF FINANCIAL OFFICER

BRIAN HEIMTREASURER

CAROLINE MONTGOMERYDIRECTOR

CHRIS OHLSENVICE PRESIDENT

CHRISTINE MCBROOMPRESIDENT

EVAN DESIEYESDIRECTOR

JOSH BLICKDIRECTOR

KENDA HANSENDIRECTOR

NIKKI LEGASSICKDIRECTOR

TREY GARLOUGHSECRETARY

About this charity

Recognized since: January 1965
Location: 6230 SOQUEL DR, APTOS, CA 95003-3118
County: Santa Cruz
In care of: KIMBERLEY SAXTON
Primary officer: KIMBERLEY SAXTON, HEAD OF SCHOOL

How to reach them

WebsiteVisit the charity’s website Phone(831) 476-1646

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
Tax preparer: CLIFTONLARSONALLEN LLP
NTEE classification: Education (B21Z)