Tri-valley Montessori School is a 501(c)(3) organization based in Livermore, California, registered in 1997, with $8,783,053 in FY2023 revenue. CharityIndex grades it B.
Revenue (FY2023)
$8.8M
▲ 29.0% vs prior year
Education median: $200K
Expenses (FY2023)
$7.6M
Net assets
$5.4M
Employees
—
Rated on 2 of 4 criteria — the rest aren't reported in this filing type.
Held down by its weakest criterion — a strong score on one criterion can't hide a weak one.
How the rating works →Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Tri-valley Montessori School— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Tri-valley Montessori School: 9 mo reserves · +13% margin earns a A on this criterion. See the exact thresholds →
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Tri-valley Montessori School— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Tri-valley Montessori School: 2 of 5 disclosure signals earns a C on this criterion. See the exact thresholds →
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Revenue grew from $5.1M (FY2013) to $8.8M (FY2023) across 11 reported years.
Financial snapshot
Operating margin
13.0%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$12.4M
Total liabilities
$6.9M
Net assets
$5.4M
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2023 | $8,783,053▲29.0% | $7,642,094▲12.7% | $5,445,037▲26.6% | $12,392,573▲7.2% | 990 |
| 2022 | $6,810,346▼6.0% | $6,782,360▲0.3% | $4,300,320▲0.7% | $11,562,782▲0.3% | 990 |
| 2021 | $7,247,285▲13.8% | $6,762,940▲1.4% | $4,272,334▲12.8% | $11,528,422▲0.3% | 990 |
| 2020 | $6,367,490▼10.9% | $6,671,248▼5.7% | $3,787,989▼7.4% | $11,498,231▼4.3% | 990 |
| 2019 | $7,142,712▲8.4% | $7,076,623▲15.6% | $4,091,747▲1.6% | $12,015,503▲7.8% | 990 |
| 2018 | $6,589,469▲7.5% | $6,122,708▲8.4% | $4,025,658▲13.1% | $11,144,091▲2.4% | 990 |
| 2017 | $6,132,441▲1.5% | $5,648,466▲0.5% | $3,558,897▲15.7% | $10,877,713▲3.3% | 990 |
| 2016 | $6,043,499▲10.0% | $5,622,209▲7.4% | $3,074,922▲15.9% | $10,531,744▲3.2% | 990 |
| 2015 | $5,495,869▲2.0% | $5,235,621▼0.9% | $2,653,632▲10.9% | $10,203,802▲2.3% | 990 |
| 2014 | $5,389,631▲5.1% | $5,283,915▲1.6% | $2,393,384▲4.6% | $9,970,804▼0.1% | 990 |
| 2013 | $5,129,279 | $5,202,020▼2.0% | $2,287,668▼3.1% | $9,981,090▼1.2% | 990 |
| 2012 | — | $5,309,067▲3.7% | $2,360,409▼9.7% | $10,101,963▼1.0% | 990 |
| 2011 | — | $5,117,989▲8.3% | $2,613,920▲0.5% | $10,202,386▼1.4% | 990 |
| 2010 | — | $4,727,421 | $2,600,652 | $10,343,637 | 990 |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
20 grants to Tri-valley Montessori School totaling $1.0M, reported by foundations on their Schedule I filings — showing the 15 most recent.
| Grantmaker | Purpose | Year | Amount |
|---|---|---|---|
| Network For Good Inc | Unrestricted | 2024 | $53,652 |
| American Online Giving Foundation Inc | General support | 2024 | $39,086 |
| Network For Good Inc | Unrestricted | 2023 | $94,015 |
| American Online Giving Foundation Inc | General support | 2023 | $30,536 |
| Network For Good Inc | Unrestricted | 2022 | $96,873 |
| American Online Giving Foundation Inc | General support | 2022 | $31,972 |
| Network For Good Inc | Unrestricted | 2021 | $136,715 |
| American Online Giving Foundation Inc | General support | 2021 | $32,902 |
| Network For Good Inc | Unrestricted | 2020 | $81,959 |
| American Online Giving Foundation Inc | General support | 2020 | $25,586 |
| American Online Giving Foundation Inc | General support | 2020 | $25,586 |
| Network For Good Inc | Unrestricted | 2019 | $86,746 |
| American Online Giving Foundation Inc | General support | 2019 | $12,835 |
| Network For Good Inc | Unrestricted | 2018 | $80,638 |
| Network For Good Inc | Unrestricted | 2017 | $54,284 |
Explore more
Data for Tri-valley Montessori School (EIN 94-3215556) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.