STRATEGY STUDIO / PUBLIC DATA EXPLORER

MOUNTAIN MIDDLE SCHOOL

Cite this

Plain text MOUNTAIN MIDDLE SCHOOL. Strategy Studio, nonprofit organization profile, tax years 2012–2024. https://strategystudio.org/org/274545786. Retrieved 2026-10-20.

APA Strategy Studio. (n.d.). MOUNTAIN MIDDLE SCHOOL [Nonprofit organization profile; tax years 2012–2024]. Retrieved October 20, 2026, from https://strategystudio.org/org/274545786

MLA “MOUNTAIN MIDDLE SCHOOL.” Strategy Studio, tax years 2012–2024, https://strategystudio.org/org/274545786. Accessed 20 Oct. 2026.

Retrieved 2026-10-20; covers tax years 2012–2024. Data: Strategy Studio, CC BY 4.0.

2024 · Form 990 · revenue $5.5M · expenses $5.2M · assets $5.5M

EIN
27-4545786
Address
108 W 31ST ST, DURANGO, CO 81301-4231
Website
WWW.MOUNTAINMIDDLESCHOOL.ORG
NTEE code
B24
Subsection
501(c)(3)
Ruling year
2011
Cross-check
ProPublica Nonprofit Explorer

Mission

MOUNTAIN MIDDLE SCHOOL (MMS OR THE SCHOOL), A COLORADO NON-PROFIT CORPORATION, WAS CREATED IN 2009 PURSUANT TO THE COLORADO CHARTER SCHOOLS ACT TO FORM AND OPERATE A CHARTER SCHOOL LOCATED IN DURANGO, COLORADO. MMS INSPIRES STUDENTS TO OWN THEIR LEARNING JOURNEY THROUGH A SUPPORTIVE COMMUNITY AND TRANSFORMATIVE LEARNING EXPERIENCES. THIS EMPOWERS THEM TO THRIVE ACADEMICALLY AND SOCIALLY, BUILDING CONFIDENT LEADERS WHO POSTIVELY IMPACT THE WORLD.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

None of the 35 people listed on these returns reported compensation from the organization. They are listed below.

Officers and directors, no compensation reported

35 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Erin Birt MEMBER2022-2024 1 $0 reported 2
Lorien Chambers Schuldt PRESIDENT2024 4 $0 reported 1
Justin Thornbladh VICE PRES/SE2022-2024 1 $0 reported 1
John Arms TREASURER2023-2024 4 $0 reported 1
Dj Jergensen MEMBER2024 1 $0 reported 1
Lorien Chambers (former) PRESIDENT2022-2023 4 $0 reported 1
Steve Coast (former) VICE PRESIDE2016-2022 2 $0 reported 1
Kevin Collins (former) TREASURER2020-2022 2 $0 reported 1
Jason Silva (former) MEMBER2020-2021 2 $0 reported 2
Erin Patla (former) PRESIDENT2012-2021 5 $0 reported 2
Ellen Golden (former) SECRETARY2020-2021 2 $0 reported 1
Ben Thompson (former) MEMBER2019-2021 2 $0 reported 1
Nicole Perino (former) MEMBER2019-2020 2 $0 reported 1
Catherine Gervais (former) PAST PRESIDE2019 10 $0 reported 2
Jason Austin (former) TREASURER2017-2019 4 $0 reported 1
Jim Mccarthy (former) MEMBER2012-2019 4 $0 reported 1
Jennifer Rider (former) PRESIDENT2016-2018 5 $0 reported 1
Leeann Vallejos (former) VICE PRESIDE2018 1 $0 reported 1
Royce Tranum (former) MEMBER2016-2018 5 $0 reported 1
Tyson Brimhall (former) TREASURER2015-2017 3 $0 reported 2
Heather Mcglasson (former) MEMBER2016-2017 4 $0 reported 2
Heather Otter (former) PRESIDENT2015-2017 5 $0 reported 1
Leeann Valiejos (former) VICE PRESIDE2016-2017 3 $0 reported 1
Leslie Goldstein (former) VICE PRESIDENT2012-2015 2 $0 reported 1
Randy Parker (former) MEMBER2014-2015 2 $0 reported 1
Beth Poole (former) MEMBER2014 2 $0 reported 2
Perry Solheim (former) TREASURER2013-2014 3 $0 reported 2
Leigh Bright (former) MARKETING AND COMMUNICATIO2013-2014 8 $0 reported 1
Lisa Snyder (former) MEMBER2014 2 $0 reported 1
Chris Yeargin (former) AD HOC MEMBER2014 1 $0 reported 1
Jim Felien (former) BOARD MEMBER2012 2 $0 reported 1
John Welty (former) BOARD MEMBER2012 2 $0 reported 1
Jackie Hart (former) BOARD MEMBER2012 2 $0 reported 1
Nancy Heleno (former) BOARD MEMBER2012 2 $0 reported 1
Mark Epstein (former) VICE PRESIDENT2012 2 $0 reported 1

People by year

2024 · 5 people listed · none paid · 38 employees · 45 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LORIEN CHAMBERS SCHULDT PRESIDENT4 $0$0$0 $01
JUSTIN THORNBLADH VICE PRES/SE1 $0$0$0 $01
JOHN ARMS TREASURER4 $0$0$0 $01
ERIN BIRT MEMBER1 $0$0$0 $02
DJ JERGENSEN MEMBER1 $0$0$0 $01
2023 · 4 people listed · none paid · 37 employees · 50 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LORIEN CHAMBERS PRESIDENT4 $0$0$0 $01
JOHN ARMS TREASURER4 $0$0$0 $01
ERIN BIRT MEMBER1 $0$0$0 $02
JUSTIN THORNBLADH MEMBER1 $0$0$0 $01
2022 · 5 people listed · none paid · 40 employees · 50 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ERIN BIRT PRESIDENT2 $0$0$0 $02
STEVE COAST VICE PRESIDE2 $0$0$0 $01
KEVIN COLLINS TREASURER2 $0$0$0 $01
JUSTIN THORNBLADH MEMBER2 $0$0$0 $01
LORIEN CHAMBERS MEMBER2 $0$0$0 $01
2021 · 5 people listed · none paid · 28 employees · 25 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ERIN PATLA PRESIDENT5 $0$0$0 $02
KEVIN COLLINS TREASURER2 $0$0$0 $01
ELLEN GOLDEN SECRETARY2 $0$0$0 $01
JASON SILVA MEMBER2 $0$0$0 $02
BEN THOMPSON MEMBER2 $0$0$0 $01
2020 · 6 people listed · none paid · 30 employees · 6 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ERIN PATLA PRESIDENT5 $0$0$0 $02
KEVIN COLLINS TREASURER2 $0$0$0 $01
ELLEN GOLDEN SECRETARY2 $0$0$0 $01
JASON SILVA MEMBER2 $0$0$0 $02
BEN THOMPSON MEMBER2 $0$0$0 $01
NICOLE PERINO MEMBER2 $0$0$0 $01
2019 · 6 people listed · none paid · 32 employees · 110 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ERIN PATLA PRESIDENT10 $0$0$0 $02
CATHERINE GERVAIS PAST PRESIDE10 $0$0$0 $02
JASON AUSTIN TREASURER4 $0$0$0 $01
NICOLE PERINO SECRETARY4 $0$0$0 $01
JIM MCCARTHY MEMBER4 $0$0$0 $01
BEN THOMPSON MEMBER2 $0$0$0 $01
2018 · 4 people listed · none paid · 34 employees · 110 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JENNIFER RIDER PRESIDENT5 $0$0$0 $01
LEEANN VALLEJOS VICE PRESIDE1 $0$0$0 $01
JASON AUSTIN TREASURER5 $0$0$0 $01
ROYCE TRANUM MEMBER5 $0$0$0 $01
2017 · 7 people listed · none paid · 25 employees · 110 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
HEATHER OTTER PRESIDENT5 $0$0$0 $01
LEEANN VALIEJOS VICE PRESIDE3 $0$0$0 $01
TYSON BRIMHALL TREASURER3 $0$0$0 $02
ROYCE TRANUM SECRETARY4 $0$0$0 $01
HEATHER MCGLASSON MEMBER4 $0$0$0 $02
JENNIFER RIDER MEMBER3 $0$0$0 $01
JASON AUSTIN MEMBER3 $0$0$0 $01
2016 · 7 people listed · none paid · 21 employees · 105 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
HEATHER OTTER PRESIDENT3 $0$0$0 $01
LEEANN VALIEJOS VICE PRESIDE3 $0$0$0 $01
TYSON BRIMHALL TREASURER3 $0$0$0 $02
ROYCE TRANUM SECRETARY3 $0$0$0 $01
HEATHER MCGLASSON MEMBER3 $0$0$0 $02
STEVE COAST MEMBER3 $0$0$0 $01
JENNIFER RIDER MEMBER3 $0$0$0 $01
2015 · 5 people listed · none paid · 22 employees · 120 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ERIN PATLA PRESIDENT6 $0$0$0 $02
LESLIE GOLDSTEIN VICE PRESIDENT2 $0$0$0 $01
RANDY PARKER MEMBER2 $0$0$0 $01
TYSON BRIMHALL TREASURER3 $0$0$0 $02
HEATHER OTTER SECRETARY3 $0$0$0 $01
2014 · 8 people listed · none paid · 25 employees · 120 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ERIN PATLA PRESIDENT8 $0$0$0 $02
PERRY SOLHEIM TREASURER3 $0$0$0 $02
LEIGH BRIGHT MARKETING AND COMMUNICATIO8 $0$0$0 $01
LESLIE GOLDSTEIN VICE PRESIDENT3 $0$0$0 $01
RANDY PARKER MEMBER2 $0$0$0 $01
BETH POOLE MEMBER2 $0$0$0 $02
LISA SNYDER MEMBER2 $0$0$0 $01
CHRIS YEARGIN AD HOC MEMBER1 $0$0$0 $01
2013 · 4 people listed · none paid · 29 employees · 120 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ERIN PATLA PRESIDENT8 $0$0$0 $02
PERRY SOLHEIM TREASURER3 $0$0$0 $02
LEIGH BRIGHT MARKETING AND COMMUNICATIONS CHAIR8 $0$0$0 $01
LESLIE GOLDSTEIN VICE PRESIDENT3 $0$0$0 $01
2012 · 8 people listed · none paid · 22 employees · 120 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ERIN PATLA PRESIDENT2 $0$0$0 $02
JIM FELIEN BOARD MEMBER2 $0$0$0 $01
JIM MCCARTHY TREASURER2 $0$0$0 $01
JOHN WELTY BOARD MEMBER2 $0$0$0 $01
LESLIE GOLDSTEIN BOARD MEMBER2 $0$0$0 $01
JACKIE HART BOARD MEMBER2 $0$0$0 $01
NANCY HELENO BOARD MEMBER2 $0$0$0 $01
MARK EPSTEIN VICE PRESIDENT2 $0$0$0 $01

Highest-paid independent contractors

No independent contractors reported.

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2024 · 1 grant to organizations · $388K
2023 · 1 grant to organizations · $99K
2022 · 1 grant to organizations · $36K
2021 · 1 grant to organizations · $2.5M
2020 · 1 grant to organizations · $485K
2019 · 1 grant to organizations · $186K
2018 · 1 grant to organizations · $145K
2016 · 1 grant to organizations · $160K
2015 · 1 grant to organizations · $337K

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributor names are not public for this form type.

Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990 period ending 2025-06-30 · view filing · original 990 ↗
$5,487,468$5,161,191 $5,501,067$1,018,735 $349,766$158,782 -3845
2023 · Form 990 period ending 2024-06-30 · view filing · original 990 ↗
$4,932,940$4,288,574 $5,421,032$692,458 $339,563$142,546 -3750
2022 · Form 990 period ending 2023-06-30 · view filing · original 990 ↗
$4,399,210$3,385,659 $3,883,110$48,092 $415,751$184,483 -4050
2021 · Form 990 period ending 2022-06-30 · view filing · original 990 ↗
$5,642,529$4,389,409 $2,883,162-$965,459 $567,860$102,657 -2825
2020 · Form 990 period ending 2021-06-30 · view filing · original 990 ↗
$2,932,754$2,272,615 $2,831,986-$2,218,579 $365,107$47,885 -306
2019 · Form 990 period ending 2020-06-30 · view filing · original 990 ↗
$2,827,168$2,374,076 $2,117,330-$2,878,718 $447,133$69,150 -32110
2018 · Form 990 period ending 2019-06-30 · view filing · original 990 ↗
$2,661,404$2,461,321 $2,483,357-$3,331,810 $392,494$134,966 -34110
2017 · Form 990 period ending 2018-06-30 · view filing · original 990 ↗
$2,397,364$3,316,196 $3,008,553-$3,556,819 $301,096$139,972 -25110
2016 · Form 990 period ending 2017-06-30 · view filing · original 990 ↗
$1,733,443$2,508,714 $2,447,090-$2,526,906 $1,559,630$107,023 -21105
2015 · Form 990 period ending 2016-06-30 · view filing · original 990 ↗
$1,507,486$1,795,028 $760,450-$1,751,635 $1,405,310$101,669 $022120
2014 · Form 990 period ending 2015-06-30 · view filing · original 990 ↗
$1,561,688$1,534,060 $669,611-$1,464,093 $1,432,841$103,225 $025120
2013 · Form 990 period ending 2014-06-30 · view filing · original 990 ↗
$1,345,407$1,382,018 $481,676$451,694 $1,198,552$85,937 $029120
2012 · Form 990 period ending 2013-06-30 · view filing · original 990 ↗
$1,430,648$1,335,801 $528,652$488,305 $1,342,884$62,117 $022120

Funders of this organization

5 grantors reported grants to this organization, $35,276 in all, tax years 2016 to 2024. Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV

GrantorTypeMatchYears givenGrantsTotalLatest yearLatest year's amountGrants
AMERICAN ENDOWMENT FOUNDATION DAF sponsor Exact 2021 1$20,000 2021$20,000
show
COLORADO LEAGUE OF CHARTER SCHOOLS Public charity Exact 2024 1$12,440 2024$12,440
show
LE SAGE FAMILY FOUNDATION Private foundation Fuzzy filed as “MOUNTAIN MIDDLE SCHOOL” 2016 1$1,500 2016$1,500
show
AMAZONSMILE FOUNDATION Private foundation Fuzzy filed as “MOUNTAIN MIDDLE SCHOOL” 2020-2023 4$1,086 2023$188
show
FOR THE FUTURE FOUNDATION Private foundation Fuzzy filed as “Mountain Middle School” 2024 1$250 2024$250
show

Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
EVERGREEN COUNTRY DAY SCHOOL INCCOB24 $7,643,808$7,055,176 HEAD OF SCHOOL$363,701 Same NTEE code B24, revenue within 2x, same state
AMBLESIDE SCHOOLCOB24 $3,737,208$3,424,193 HEAD OF SCHOOL$171,338 Same NTEE code B24, revenue within 2x, same state
THE ODYSSEY SCHOOL INCORPORATEDCOB24 $5,293,417$5,041,043 Executive Director$80,764 Same NTEE code B24, revenue within 2x, same state
SALIDA MONTESSORI CHARTER SCHOOL INCCOB24 $9,746,184$9,955,124 Head of School$128,720 Same NTEE code B24, revenue within 2x, same state
AURORA ACADEMY CHARTER SCHOOLCOB24 $9,487,214$9,423,704 Principal$185,782 Same NTEE code B24, revenue within 2x, same state
THE RIVENDELL SCHOOL OF NORTHERN COLORADOCOB24 $3,159,276$3,163,462 HEAD OF SCHO$163,327 Same NTEE code B24, revenue within 2x, same state
BOOK TRUSTCOB24 $5,415,550$5,267,522 PRES/CEO$229,361 Same NTEE code B24, revenue within 2x, same state
LITTLETON PREPARATORY CHARTER SCHOOLCOB24 $7,553,081$7,131,426 Principal Director of Academics$134,304 Same NTEE code B24, revenue within 2x, same state
THE OAK HILL ACADEMYCOB24 $5,080,721$4,471,207 Executive Director$146,458 Same NTEE code B24, revenue within 2x, same state
LEGACY ACADEMYCOB24 $6,772,143$7,179,796 Principal$118,366 Same NTEE code B24, revenue within 2x, same state
HORIZONS K8COB24 $6,213,745$6,017,628 PRINCIPAL/CO-CHAIR$184,973 Same NTEE code B24, revenue within 2x, same state
COLORADO CHRISTIAN ACADEMYCOB24 $3,938,767$3,735,269 DIRECTOR OF ACADEMICS$136,720 Same NTEE code B24, revenue within 2x, same state
ASPEN WALDORF FOUNDATIONCOB24 $6,038,823$5,963,525 BUSINESS ADMINISTRATOR$171,470 Same NTEE code B24, revenue within 2x, same state
HERITAGE HEIGHTS ACADEMY INCCOB24 $9,056,239$7,685,569 Executive Director$227,235 Same NTEE code B24, revenue within 2x, same state
ARMA DEI ACADEMY INCCOB24 $8,142,973$7,752,026 BUSINESS AND HR MANAGER$131,658 Same NTEE code B24, revenue within 2x, same state
MOUNTAIN MISSION SCHOOL INCVAB24 $6,311,639$5,718,050 PRESIDENT AND TRUSTEE$138,751 Same NTEE code B24, revenue within 2x, similar name
SANTA BARBARA MIDDLE SCHOOLCAB24 $10,596,596$7,986,086 HEAD OF SCHOOL$225,750 Same NTEE code B24, revenue within 2x, similar name
MARIAN MIDDLE SCHOOLMOB24 $3,217,679$2,737,032 PRESIDENT$188,029 Same NTEE code B24, revenue within 2x, similar name
ROCKY MOUNT CHARTER SCHOOL INCNCB24 $9,982,298$11,252,258 HEAD OF SCHOOL$150,054 Same NTEE code B24, revenue within 2x
CHAPIN SCHOOLNJB24 $7,169,877$7,572,593 HEAD OF SCHOOL$220,375 Same NTEE code B24, revenue within 2x
SEATTLE GIRLS SCHOOLWAB24 $6,351,756$5,889,855 HEAD OF SCHOOL$248,184 Same NTEE code B24, revenue within 2x, similar mission
BETHANY COMMUNITY MIDDLE SCHOOL INCNCB24 $7,530,330$7,541,329 EXECUTIVE DIRECTOR$109,450 Same NTEE code B24, revenue within 2x
MENAUL SCHOOLNMB24 $7,187,838$8,066,816 PRES. & SCHO$141,116 Same NTEE code B24, revenue within 2x
LANG SCHOOLNYB24 $8,569,092$8,120,288 HEAD OF SCHOOL$320,517 Same NTEE code B24, revenue within 2x
MIQUON SCHOOLPAB24 $5,831,643$5,506,214 PRINCIPAL, EX-OFFICIO FROM 7-1-23$134,365 Same NTEE code B24, revenue within 2x

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
DONOR ADVISED CHARITABLE GIVING DAF sponsor$18,216,172293 612014–2024 SEATTLE GIRLS SCHOOL; AMBLESIDE SCHOOL; MARIAN MIDDLE SCHOOL; DARROW SCHOOL and 57 more
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$16,941,433317 612016–2024 SEATTLE GIRLS SCHOOL; CORLEARS SCHOOL; BOOK TRUST; ARMA DEI ACADEMY INC and 57 more
CHRISTIAN COMMUNITY FOUNDATION INC DAF sponsor$11,211,68713 22014–2024 ARMA DEI ACADEMY INC; COLORADO CHRISTIAN ACADEMY
JEWISH COMMUNAL FUND DAF sponsor$6,585,51144 92009–2024 LANG SCHOOL; DARROW SCHOOL; SANTA BARBARA MIDDLE SCHOOL; HAYGROUND SCHOOL INC and 5 more
NATIONAL PHILANTHROPIC TR DAF sponsor$6,073,58795 292014–2024 DARROW SCHOOL; MOUNTAIN MISSION SCHOOL INC; PRESIDIO HILL SCHOOL; CORLEARS SCHOOL and 25 more
COLORADO GIVES FOUNDATION DAF sponsor$5,258,74565 92011–2024 ARMA DEI ACADEMY INC; THE ODYSSEY SCHOOL INCORPORATED; BOOK TRUST; AMBLESIDE SCHOOL and 5 more
GS DONOR ADVISED PHILANTHROPY FUND FOR WEALTH MANAGEMENT INC DAF sponsor$5,006,36629 112017–2024 SOUNDVIEW SCHOOL; CORLEARS SCHOOL; SEA CREST SCHOOL INC; SEATTLE GIRLS SCHOOL and 7 more
NATIONAL CHRISTIAN CHARITABLE FOUNDATION DAF sponsor$4,820,39545 102014–2024 ARMA DEI ACADEMY INC; AMBLESIDE SCHOOL; RIVERSIDE CHRISTIAN SCHOOL; MOUNTAIN MISSION SCHOOL INC and 6 more
AMERICAN ONLINE GIVING FOUNDATION INC DAF sponsor$4,759,553168 482019–2024 CASA DI MIR MONTESSORI ELEMENTARY SCHOOL; SEATTLE GIRLS SCHOOL; MERIDIAN SCHOOL; SEA CREST SCHOOL INC and 44 more
GREATER MIAMI JEWISH FEDERATION DAF sponsor$3,111,0617 12018–2024 HOCHBERG PREPARATORY SCHOOL INC
GOLDMAN SACHS CHARITABLE GIFT FUND DAF sponsor$2,928,30021 42019–2024 LANG SCHOOL; CORLEARS SCHOOL; MANHATTAN COUNTRY SCHOOL INC; HAYGROUND SCHOOL INC
POTAMKIN FAMILY FOUNDATION I INC Private foundation$2,715,0003 12013–2013 FISHER ISLAND DAY SCHOOL INC
TOSA FOUNDATION Private foundation$2,555,0695 12020–2024 BOOK TRUST
MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC DAF sponsor$2,468,44566 242013–2024 SOUNDVIEW SCHOOL; MENAUL SCHOOL; THE YORK SCHOOL; ARMA DEI ACADEMY INC and 20 more
MILWAUKEE JEWISH FEDERATION INC DAF sponsor$2,443,88114 12011–2024 YESHIVA ELEMENTARY SCHOOL

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990 · $5,161,191 spent · pay $3,365,580 · grants $387,966 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $2,368,673$1,514,310$854,363- 45.9%
Payroll taxes $672,392$446,511$225,881- 13.0%
Other (as described)SUPPLIES AND MATERIALS $420,265$420,265-- 8.1%
Grants to US organizations and governments $387,966$387,966-- 7.5%
Other employee benefits $324,515$228,137$96,378- 6.3%
Fees: other services $320,324$222,277$98,047- 6.2%
Occupancy $260,000-$260,000- 5.0%
Depreciation and depletion $77,855$10,538$67,317- 1.5%
Travel $68,321-$68,321- 1.3%
Insurance $56,447-$56,447- 1.1%
Other (as described)DUES AND SUBSCRIPTIONS $48,017-$48,017- 0.9%
Office expenses $41,476-$41,476- 0.8%
Other (as described)UTILITIES $40,059-$40,059- 0.8%
Other (as described)TRANSPORTATION $37,953-$37,953- 0.7%
Fees: accounting $20,042-$20,042- 0.4%
All other expenses $11,821-$11,821- 0.2%
Fees: legal $4,530-$4,530- 0.1%
Advertising and promotion $535-$535- 0.0%
Total$5,161,191100%

View the filing

2023 · Form 990 · $4,288,574 spent · pay $2,841,538 · grants $99,000 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $1,956,055$1,292,532$663,523- 45.6%
Payroll taxes $607,356$414,549$192,807- 14.2%
Other (as described)SUPPLIES AND MATERIALS $411,321$411,321-- 9.6%
Fees: other services $334,954$251,981$82,973- 7.8%
Other employee benefits $278,127$203,513$74,614- 6.5%
Occupancy $252,000-$252,000- 5.9%
Grants to US organizations and governments $99,000$99,000-- 2.3%
Depreciation and depletion $75,606$13,359$62,247- 1.8%
Insurance $48,337-$48,337- 1.1%
Other (as described)DUES AND SUBSCRIPTIONS $43,615-$43,615- 1.0%
Other (as described)UTILITIES $40,776-$40,776- 1.0%
Office expenses $36,810-$36,810- 0.9%
Travel $34,689$300$34,389- 0.8%
Other (as described)TRANSPORTATION $26,499-$26,499- 0.6%
All other expenses $21,723-$21,723- 0.5%
Fees: accounting $16,137-$16,137- 0.4%
Advertising and promotion $3,291-$3,291- 0.1%
Fees: legal $2,278-$2,278- 0.1%
Total$4,288,574100%

View the filing

2022 · Form 990 · $3,385,659 spent · pay $2,088,340 · grants $35,635 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $1,592,728$1,087,226$505,502- 47.0%
Other (as described)SUPPLIES AND MATERIALS $362,879$362,879-- 10.7%
Payroll taxes $348,932$239,429$109,503- 10.3%
Fees: other services $322,908$244,041$78,867- 9.5%
Occupancy $266,760-$266,760- 7.9%
Other employee benefits $146,680$95,400$51,280- 4.3%
Office expenses $76,052-$76,052- 2.2%
Depreciation and depletion $58,650$25,060$33,590- 1.7%
Other (as described)DUES AND SUBSCRIPTIONS $42,615-$42,615- 1.3%
Insurance $39,377-$39,377- 1.2%
Other (as described)UTILITIES $36,205-$36,205- 1.1%
Grants to US organizations and governments $35,635$35,635-- 1.1%
Other (as described)REPAIRS AND MAINTENANCE $17,190-$17,190- 0.5%
Travel $16,978$750$16,228- 0.5%
Fees: accounting $15,720-$15,720- 0.5%
All other expenses $3,480-$3,480- 0.1%
Advertising and promotion $2,370-$2,370- 0.1%
Fees: legal $500-$500- 0.0%
Total$3,385,659100%

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2021 · Form 990 · $4,389,409 spent · pay $1,057,539 · grants $2,502,577 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $2,502,577$2,502,577-- 57.0%
Other salaries and wages $1,318,602$847,745$470,857- 30.0%
Other (as described)SUPPLIES AND MATERIALS $294,635$294,635-- 6.7%
Fees: other services $202,851$126,733$76,118- 4.6%
Other employee benefits $160,894$109,777$51,117- 3.7%
Occupancy $72,000-$72,000- 1.6%
Depreciation and depletion $64,140$23,977$40,163- 1.5%
Office expenses $55,352-$55,352- 1.3%
Insurance $38,175-$38,175- 0.9%
Other (as described)DUES AND SUBSCRIPTIONS $35,520-$35,520- 0.8%
Other (as described)UTILITIES $21,336-$21,336- 0.5%
Fees: accounting $15,318-$15,318- 0.3%
Other (as described)REPAIRS AND MAINTENANCE $11,162-$11,162- 0.3%
Travel $8,205-$8,205- 0.2%
Advertising and promotion $4,588-$4,588- 0.1%
All other expenses $3,279-$3,279- 0.1%
Fees: legal $2,732-$2,732- 0.1%
Payroll taxes -$421,957-$306,644-$115,313- -9.6%
Total$4,389,409100%

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2020 · Form 990 · $2,272,615 spent · pay $1,235,124 · grants $484,883 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $1,308,963$843,776$465,187- 57.6%
Grants to US organizations and governments $484,883$484,883-- 21.3%
Other employee benefits $154,434$105,317$49,117- 6.8%
Other (as described)SUPPLIES AND MATERIALS $103,978$103,978-- 4.6%
Fees: other services $97,194$33,324$63,870- 4.3%
Occupancy $84,750-$84,750- 3.7%
Depreciation and depletion $64,569$24,409$40,160- 2.8%
Office expenses $55,743-$55,743- 2.5%
Insurance $38,150-$38,150- 1.7%
Fees: legal $32,130-$32,130- 1.4%
Other (as described)UTILITIES $22,565-$22,565- 1.0%
Other (as described)DUES AND SUBSCRIPTIONS $21,511-$21,511- 0.9%
Other (as described)REPAIRS AND MAINTENANCE $17,832-$17,832- 0.8%
Fees: accounting $8,991-$8,991- 0.4%
All other expenses $2,016-$2,016- 0.1%
Advertising and promotion $1,622-$1,622- 0.1%
Travel $1,557-$1,557- 0.1%
Payroll taxes -$228,273-$172,985-$55,288- -10.0%
Total$2,272,615100%

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2019 · Form 990 · $2,374,076 spent · pay $1,629,267 · grants $185,586 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $1,291,295$818,317$472,978- 54.4%
Grants to US organizations and governments $185,586$185,586-- 7.8%
Payroll taxes $172,451$70,550$101,901- 7.3%
Other employee benefits $165,521$112,317$53,204- 7.0%
Other (as described)SUPPLIES AND MATERIALS $141,582$141,582-- 6.0%
Occupancy $110,400-$110,400- 4.7%
Fees: other services $78,097$10,000$68,097- 3.3%
Depreciation and depletion $57,172$29,158$28,014- 2.4%
Office expenses $34,812-$34,812- 1.5%
Insurance $29,521-$29,521- 1.2%
Other (as described)UTILITIES $29,048-$29,048- 1.2%
Fees: legal $25,280-$25,280- 1.1%
Other (as described)DUES AND SUBSCRIPTIONS $17,223-$17,223- 0.7%
Fees: accounting $13,210-$13,210- 0.6%
Other (as described)TRANSPORTATION $10,450-$10,450- 0.4%
All other expenses $7,007-$7,007- 0.3%
Travel $3,735$30$3,705- 0.2%
Advertising and promotion $1,686-$1,686- 0.1%
Total$2,374,076100%

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2018 · Form 990 · $2,461,321 spent · pay $1,638,478 · grants $145,348 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $1,190,954$792,605$398,349- 48.4%
Payroll taxes $291,418$199,885$91,533- 11.8%
Other (as described)SUPPLIES AND MATERIALS $234,274$234,274-- 9.5%
Other employee benefits $156,106$116,960$39,146- 6.3%
Grants to US organizations and governments $145,348$145,348-- 5.9%
Occupancy $116,440-$116,440- 4.7%
Fees: other services $97,653$8,000$89,653- 4.0%
Depreciation and depletion $46,621$23,649$22,972- 1.9%
Travel $31,984$60$31,924- 1.3%
Insurance $31,218-$31,218- 1.3%
Office expenses $30,215-$30,215- 1.2%
Other (as described)UTILITIES $30,003-$30,003- 1.2%
Other (as described)DUES AND SUBSCRIPTIONS $22,154-$22,154- 0.9%
Fees: accounting $17,170-$17,170- 0.7%
Other (as described)REPAIRS AND MAINTENANCE $11,353-$11,353- 0.5%
Fees: legal $3,801-$3,801- 0.2%
Advertising and promotion $2,384-$2,384- 0.1%
All other expenses $2,225-$2,225- 0.1%
Total$2,461,321100%

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2017 · Form 990 · $3,316,196 spent · pay $2,683,930 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Payroll taxes $1,493,871$1,040,751$453,120- 45.0%
Other salaries and wages $1,091,688$708,729$382,959- 32.9%
Other (as described)SUPPLIES AND MATERIALS $250,170$164,486$85,684- 7.5%
Occupancy $126,200-$126,200- 3.8%
Fees: other services $110,560$6,750$103,810- 3.3%
Other employee benefits $98,371$68,533$29,838- 3.0%
Travel $25,833$207$25,626- 0.8%
Other (as described)UTILITIES $24,668-$24,668- 0.7%
Depreciation and depletion $22,930$10,735$12,195- 0.7%
Insurance $22,780-$22,780- 0.7%
Other (as described)DUES AND SUBSCRIPTIONS $21,538-$21,538- 0.6%
Fees: accounting $12,240-$12,240- 0.4%
Other (as described)REPAIRS AND MAINTENANCE $7,102-$7,102- 0.2%
Advertising and promotion $3,495-$3,495- 0.1%
Fees: legal $2,920-$2,920- 0.1%
Office expenses $1,605-$1,605- 0.0%
All other expenses $225-$225- 0.0%
Total$3,316,196100%

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2016 · Form 990 · $2,508,714 spent · pay $1,852,279 · grants $160,000 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Payroll taxes $982,818$690,010$292,808- 39.2%
Other salaries and wages $812,017$554,274$257,743- 32.4%
Other (as described)SUPPLIES AND MATERIALS $174,007$149,527$24,480- 6.9%
Grants to US organizations and governments $160,000$160,000-- 6.4%
Occupancy $98,340-$98,340- 3.9%
Fees: other services $77,345-$77,345- 3.1%
Other employee benefits $57,444$40,416$17,028- 2.3%
Other (as described)CATERED LUNCH EXP $45,321-$45,321- 1.8%
Insurance $23,401-$23,401- 0.9%
Other (as described)UTILITIES $20,893-$20,893- 0.8%
Depreciation and depletion $14,381$7,166$7,215- 0.6%
Other (as described)DUES AND SUBSCRIPTIONS $13,047-$13,047- 0.5%
Fees: accounting $10,312-$10,312- 0.4%
All other expenses $10,253-$10,253- 0.4%
Travel $7,437$4,764$2,673- 0.3%
Office expenses $920-$920- 0.0%
Fees: legal $629-$629- 0.0%
Advertising and promotion $149-$149- 0.0%
Total$2,508,714100%

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2015 · Form 990 · $1,795,028 spent · pay $1,081,687 · grants $337,392 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $772,436$525,781$246,655- 43.0%
Grants to US organizations and governments $337,392$337,392-- 18.8%
Payroll taxes $254,122$175,002$79,120- 14.2%
Other (as described)SUPPLIES AND MATERIALS $91,104$91,104-- 5.1%
Office expenses $75,726-$75,726- 4.2%
Depreciation and depletion $65,971$5,307$60,664- 3.7%
Fees: other services $56,469-$56,469- 3.1%
Other employee benefits $55,129$39,700$15,429- 3.1%
Insurance $24,038-$24,038- 1.3%
Other (as described)UTILITIES $14,945-$14,945- 0.8%
Other (as described)DUES AND SUBSCRIPTIONS $11,817-$11,817- 0.7%
Fees: legal $10,803-$10,803- 0.6%
Travel $8,837$4,823$4,014- 0.5%
Other (as described)REPAIRS AND MAINTENANCE $7,178-$7,178- 0.4%
Fees: accounting $6,458-$6,458- 0.4%
All other expenses $2,603-$2,603- 0.1%
Total$1,795,028100%

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2014 · Form 990 · $1,534,060 spent · pay $943,269 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $726,108$503,058$223,050- 47.3%
Other (as described)CONTRIBUTION $179,214-$179,214- 11.7%
Payroll taxes $175,273$120,304$54,969- 11.4%
Occupancy $72,229-$72,229- 4.7%
Depreciation and depletion $65,196$4,715$60,481- 4.2%
Office expenses $62,487-$62,487- 4.1%
Fees: other services $58,565-$58,565- 3.8%
Other (as described)SUPPLIES AND MATERIALS $55,571$55,571-- 3.6%
Other employee benefits $41,888$32,823$9,065- 2.7%
Insurance $24,808-$24,808- 1.6%
Other (as described)UTILITIES $20,106-$20,106- 1.3%
All other expenses $12,521-$12,521- 0.8%
Other (as described)DUES AND SUBSCRIPTIONS $12,024-$12,024- 0.8%
Fees: accounting $10,218-$10,218- 0.7%
Travel $9,156$3,536$5,620- 0.6%
Fees: legal $7,795-$7,795- 0.5%
Advertising and promotion $901-$901- 0.1%
Fundraising events Eventdirect expenses; gross income $18,995$0reported apart
Total$1,534,060100%

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2013 · Form 990 · $1,382,018 spent · pay $934,218 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $743,691$547,733$195,958- 53.8%
Payroll taxes $119,012$85,609$33,403- 8.6%
Occupancy $90,000-$90,000- 6.5%
Office expenses $80,752-$80,752- 5.8%
Other employee benefits $71,515$58,718$12,797- 5.2%
Fees: other services $67,725-$67,725- 4.9%
Other (as described)SUPPLIES AND MATERIALS $65,766$65,766-- 4.8%
Depreciation and depletion $64,228$3,747$60,481- 4.6%
Other (as described)UTILITIES $21,148-$21,148- 1.5%
Insurance $19,124-$19,124- 1.4%
Fees: accounting $14,960-$14,960- 1.1%
Travel $14,840$4,446$10,394- 1.1%
Other (as described)REPAIRS AND MAINTENANCE $5,405-$5,405- 0.4%
All other expenses $1,831-$1,831- 0.1%
Advertising and promotion $1,126-$1,126- 0.1%
Other (as described)DUES AND SUBSCRIPTIONS $895-$895- 0.1%
Fundraising events Eventdirect expenses; gross income $58,005$0reported apart
Total$1,382,018100%

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2012 · Form 990 · $1,335,801 spent · pay $765,948 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $629,553$445,776$183,777- 47.1%
Fees: other services $144,483-$144,483- 10.8%
Other (as described)SUPPLIES AND MATERIALS $137,015$78,769$58,246- 10.3%
Payroll taxes $104,793$66,655$38,138- 7.8%
Occupancy $90,000-$90,000- 6.7%
Depreciation and depletion $59,883$1,874$58,009- 4.5%
Travel $46,794$17,245$29,549- 3.5%
Other employee benefits $31,602$24,258$7,344- 2.4%
Fees: accounting $27,337-$27,337- 2.0%
Other (as described)UTILITIES $22,966-$22,966- 1.7%
Other (as described)REPAIRS AND MAINTENANCE $15,210-$15,210- 1.1%
Insurance $14,455-$14,455- 1.1%
Advertising and promotion $5,734-$5,734- 0.4%
Other (as described)PROFESSIONAL DEVELOPMEN $3,971$685$3,286- 0.3%
All other expenses $1,907-$1,907- 0.1%
Interest $98-$98- 0.0%
Total$1,335,801100%

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