BIG LEAF MONTESSORI

EIN: 911647750 501(c)(3) Education

LONGVIEW, WA

Total Revenue
$314,984
Total Expenses
$299,681
Total Assets
$174,211
Net Assets
$163,851
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1994
Legal Domicile
WA
Principal Officer
ALICIA JACKSON
Phone
3602008976
Tax Period
2023-01-01 to 2023-12-31

BIG LEAF MONTESSORI, founded in 1994, is a small nonprofit in the Education sector that reported $315K in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $300K left a modest 5% surplus.

Mission

WE ARE AN APPROVED PRIVATE SCHOOL AND CHILDCARE CENTER PROVIDING MONTESSORI EDUCATION TO CHILDREN OF COWLITZ COUNTY, WA AND SURROUNDING AREAS.

Program Service Accomplishments

Program 1
Expenses: $294,041 Revenue: $289,321

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...

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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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $10,095
Program Service Revenue $289,321
Investment Income $743
Other Revenue $14,825
TOTAL REVENUE $314,984

Expense Breakdown

Grants Paid $0
Salaries & Benefits $226,716
Fundraising Expenses $0
Program Expenses $294,041
Other Expenses $72,965
TOTAL EXPENSES $299,681

Year-over-Year Comparison

2023 2022 Change
Revenue $314,984 $285,124 +0.1%
Expenses $299,681 $309,811 0.0%
Net Income $15,303 $-24,687 -1.6%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

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Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
5
Independent Members
5
Employees
9
Volunteers
10

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
3
$35,395
Total Directors
5
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ALICIA JACKSON HEAD OF SCHO 37.50
Officer
$31,400 $3,995 $35,395
MARGARET LAPIC PRESIDENT 1.00
Officer Director
$0 $0 $0
ROBERT GRIFFITH SECRETARY 1.00
Officer Director
$0 $0 $0
RYAN PENNER BOARD MEMBER 1.00
Director
$0 $0 $0
PATRICIA KELLEY BOARD MEMBER 1.00
Director
$0 $0 $0
SUMMER O'NEILL BOARD MEMBER 1.00
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 No data No data No data No data
2024 No data No data No data No data
2023 $314,984 $299,681 $174,211 $15,303
2022 $285,124 $309,811 $156,120 $-24,687
2021 $362,152 $261,310 $183,164 $100,842
2020 $258,852 $200,294 $81,310 $58,558
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