Skip to content
ProPublica Donate
ProPublica Donate

Tri Valley Montessori School

Valley Montessori School

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Educational Institutions and Related Activities / Kindergarten, Preschool, Nursery School, Early Admissions (NTEE)

Donations to this organization are tax deductible.

Details

According to its June 2023 tax filing, this nonprofit:

Operated a school
Organization is a school. Details are reported on Schedule E.

Summary charts: organization finances over time

Revenue
$6.81M (2023)

Expenses
$6.78M (2023)

Total Assets
$11.6M (2023)

Total Liabilities
$7.26M (2023)

Source: Form 990 tax filings from 2012 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,810,346
Expenses
$6,782,360
Net Income
$27,986
Net Assets
$4,300,320
Notable Sources of Revenue Percent of Total Revenue
Contributions $264,922
3.9%
Program Services $6,553,194
96.2%
Investment Income $24,655
0.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising -$32,425
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $362,208
5.3%
Professional Fundraising Fees $0
Other Salaries and Wages $4,127,553
60.9%
Assets/Debt
Total Assets $11,562,782
Total Liabilities $7,262,462
Net Assets $4,300,320
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Ann Clark (Head Of School (Former)) $151,820 $0 $10,292
Ana Suan (Dir Early Childhood) $115,714 $0 $9,657
Andrew Wang (Dir Of Finance) $109,440 $0 $2,775
Rachel Watson Clark (Board Chair) $0 $0 $0
Sue Bayer (Vice Chair) $0 $0 $0
Ben Hyman (Treasurer) $0 $0 $0
Alexis Corbett (Secretary) $0 $0 $0
Mahnoor Baig (Trustee) $0 $0 $0
Rachel Bastone (Trustee) $0 $0 $0
April Gallagher (Trustee) $0 $0 $0
Jeanine Leys (Trustee) $0 $0 $0
Erika Morales (Trustee) $0 $0 $0
Jo Salvatore (Trustee) $0 $0 $0
Patti Wilczek (Head Of School) $0 $0 $0

Document Links

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$7,247,285
Expenses
$6,762,940
Net Income
$484,345
Net Assets
$4,272,334
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,135,283
15.7%
Program Services $6,109,469
84.3%
Investment Income $2,484
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $49
0.0%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $386,944
5.7%
Professional Fundraising Fees $0
Other Salaries and Wages $3,780,072
55.9%
Assets/Debt
Total Assets $11,528,422
Total Liabilities $7,256,088
Net Assets $4,272,334
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Ann Clark (Head Of School) $216,342 $0 $16,683
Angela Zellmer (Hr/Finance Dir.) $116,259 $0 $14,595
Ana Suan (Dir Early Chldhood) $108,500 $0 $2,710
Andrew Wang (Dir. Of Finance) $17,967 $0 $1,558
Rachael Clark Watson (Board Chair) $0 $0 $0
Loraine Hayes (Vice Chair) $0 $0 $0
Jo Salvatore (Treasurer) $0 $0 $0
Alexis Corbett (Secretary) $0 $0 $0
Judi Bauerline (Trustee) $0 $0 $0
April Gallagher (Trustee) $0 $0 $0
Robin Dozier (Trustee) $0 $0 $0
Sue Bayer (Trustee) $0 $0 $0
Sarah Traube (Trustee) $0 $0 $0
Ben Hyman (Trustee) $0 $0 $0
Manny Baig (Trustee) $0 $0 $0
Erika Moralas (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,367,490
Expenses
$6,671,248
Net Income
-$303,758
Net Assets
$3,787,989
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,084,581
17.0%
Program Services $5,273,550
82.8%
Investment Income $9,359
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $353,727
5.3%
Professional Fundraising Fees $0
Other Salaries and Wages $3,680,422
55.2%
Assets/Debt
Total Assets $11,498,231
Total Liabilities $7,710,242
Net Assets $3,787,989
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Ann Clark (Head Of School) $210,884 $0 $14,948
Ana Suan (Dir Early Chldhood) $103,474 $0 $2,588
Angela Zellmer (Hr/Finance Dir.) $103,292 $0 $11,169
Rachael Clark Watson (Board President) $0 $0 $0
Loraine Hayes (Vice President) $0 $0 $0
Jo Salvatore (Treas/Secretary) $0 $0 $0
Ben Hyman (Trustee) $0 $0 $0
Judi Bauerline (Trustee) $0 $0 $0
Alexis Corbett (Trustee) $0 $0 $0
Robin Dozier (Trustee) $0 $0 $0
Kai La Fortune (Trustee) $0 $0 $0
Sarah Traube (Trustee) $0 $0 $0
Charlene Kiley (Trustee) $0 $0 $0
Vicki Sartori (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$7,142,712
Expenses
$7,076,623
Net Income
$66,089
Net Assets
$4,091,747
Notable Sources of Revenue Percent of Total Revenue
Contributions $240,214
3.4%
Program Services $6,864,077
96.1%
Investment Income $38,421
0.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $224,880
3.2%
Professional Fundraising Fees $0
Other Salaries and Wages $3,989,178
56.4%
Assets/Debt
Total Assets $12,015,503
Total Liabilities $7,923,756
Net Assets $4,091,747
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Ann Clark (Head Of School) $179,003 $0 $18,996
Rachael Clark Watson (Board President) $0 $0 $0
Loraine Hayes (Vice President) $0 $0 $0
Stefanie Gran (Treasurer) $0 $0 $0
Jo Salvatore (Secretary) $0 $0 $0
Judi Bauerline (Trustee) $0 $0 $0
Ed Correia (Trustee) $0 $0 $0
Robin Dozier (Trustee) $0 $0 $0
Kai La Fortune (Trustee) $0 $0 $0
Michaele Kasgarian (Trustee) $0 $0 $0
Charlene Kiley (Trustee) $0 $0 $0
Vicki Sartori (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,589,469
Expenses
$6,122,708
Net Income
$466,761
Net Assets
$4,025,658
Notable Sources of Revenue Percent of Total Revenue
Contributions $214,336
3.3%
Program Services $6,242,370
94.7%
Investment Income $37,992
0.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $60,401
0.9%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $34,370
0.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $181,153
3.0%
Professional Fundraising Fees $0
Other Salaries and Wages $3,763,046
61.5%
Assets/Debt
Total Assets $11,144,091
Total Liabilities $7,118,433
Net Assets $4,025,658
Other
Operated a school
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Ann Clark (Head Of School) $168,851 $0 $0
Rachel Watson Clark (President) $0 $0 $0
Loraine Hayes (Vice President) $0 $0 $0
Stefanie Gran (Treasurer) $0 $0 $0
Judi Bauerlein (Trustee) $0 $0 $0
Ed Correa (Trustee) $0 $0 $0
Robin Dozier (Trustee) $0 $0 $0
Michaele Kashgarian (Trustee) $0 $0 $0
Charlene Kiley (Trustee) $0 $0 $0
Kai Lafortune (Trustee) $0 $0 $0
Jo Salvatore (Trustee) $0 $0 $0
Vicki Sartori (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,132,441
Expenses
$5,648,466
Net Income
$483,975
Net Assets
$3,558,897
Notable Sources of Revenue Percent of Total Revenue
Contributions $205,929
3.4%
Program Services $5,854,718
95.5%
Investment Income $5,876
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $65,918
1.1%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $159,000
2.8%
Professional Fundraising Fees $0
Other Salaries and Wages $3,456,130
61.2%
Assets/Debt
Total Assets $10,877,713
Total Liabilities $7,318,816
Net Assets $3,558,897
Other
Operated a school
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Ann Clark (Head Of School) $165,435 $0 $0
Geetika Goel (President) $0 $0 $0
Loraine Hayes (Vice President) $0 $0 $0
Braughm Ricke (Treasurer) $0 $0 $0
Rachel Watson Clark (Secretary) $0 $0 $0
Judi Bauerlein (Trustee) $0 $0 $0
Michaele Kashgarian (Trustee) $0 $0 $0
Charlene Kiley (Trustee) $0 $0 $0
Kai Lafortune (Trustee) $0 $0 $0
John Loeser (Trustee) $0 $0 $0
Shaila Patel (Trustee) $0 $0 $0
Jo Salvatore (Trustee) $0 $0 $0
Vicki Sartori (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,043,499
Expenses
$5,622,209
Net Income
$421,290
Net Assets
$3,074,922
Notable Sources of Revenue Percent of Total Revenue
Contributions $214,503
3.5%
Program Services $5,763,959
95.4%
Investment Income $656
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $64,381
1.1%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $171,041
3.0%
Professional Fundraising Fees $0
Other Salaries and Wages $3,433,864
61.1%
Assets/Debt
Total Assets $10,531,744
Total Liabilities $7,456,822
Net Assets $3,074,922
Other
Operated a school
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Ann Clark (Head Of School) $152,859 $0 $3,420
Geetika Goel (President) $0 $0 $0
Lorraine Hayes (Vice President) $0 $0 $0
Braughm Ricke (Treasurer) $0 $0 $0
Rachel Watson Clark (Secretary) $0 $0 $0
Michaele Kashgarian (Trustee) $0 $0 $0
Charlene Kiley (Trustee) $0 $0 $0
Kai Lafortune (Trustee) $0 $0 $0
John Loeser (Trustee) $0 $0 $0
Shaila Patel (Trustee) $0 $0 $0
Jo Salvatore (Trustee) $0 $0 $0
Vicki Sartori (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,495,869
Expenses
$5,235,621
Net Income
$260,248
Net Assets
$2,653,632
Notable Sources of Revenue Percent of Total Revenue
Contributions $230,634
4.2%
Program Services $5,219,054
95.0%
Investment Income $589
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $45,592
0.8%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $120,528
2.3%
Professional Fundraising Fees $0
Other Salaries and Wages $3,289,944
62.8%
Assets/Debt
Total Assets $10,203,802
Total Liabilities $7,550,170
Net Assets $2,653,632
Other
Operated a school
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Ann Clark (Head Of School) $120,528 $0 $1,633
Thomas Brown (Trustee) $0 $0 $0
Geetika Goel (Trustee) $0 $0 $0
Steven Gran (Trustee) $0 $0 $0
Lorraine Hayes (Trustee) $0 $0 $0
Diane Johnson (Trustee) $0 $0 $0
Michaele Kashgarian (Trustee) $0 $0 $0
Kai Lafortune (Trustee) $0 $0 $0
John Loeser (Trustee) $0 $0 $0
Cindy Pietro (Trustee) $0 $0 $0
Tracie Scharlemann (Trustee) $0 $0 $0
Rebecca Springmeyer (Trustee) $0 $0 $0
Rachel Watson Clark (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,389,631
Expenses
$5,283,915
Net Income
$105,716
Net Assets
$2,393,384
Notable Sources of Revenue Percent of Total Revenue
Contributions $208,239
3.9%
Program Services $5,119,497
95.0%
Investment Income $598
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $61,297
1.1%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $167,861
3.2%
Professional Fundraising Fees $0
Other Salaries and Wages $3,280,257
62.1%
Assets/Debt
Total Assets $9,970,804
Total Liabilities $7,577,420
Net Assets $2,393,384
Other
Operated a school
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Rosalind Hamar (Head Of School) $167,861 $0 $3,400
William Clark (President) $0 $0 $0
Geetika Goel (Vice President) $0 $0 $0
Steven Gran (Treasurer) $0 $0 $0
Tracie Scharlemann (Secretary) $0 $0 $0
Thomas Brown (Trustee) $0 $0 $0
Lorraine Hayes (Trustee) $0 $0 $0
Olaf Jorgensen (Trustee At Large) $0 $0 $0
Michaele Kashgarian (Trustee) $0 $0 $0
Cindy Pietro (Trustee) $0 $0 $0
Gina Saldanha (Trustee) $0 $0 $0
Rebecca Springmeyer (Trustee) $0 $0 $0
Sarah Traube (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,129,279
Expenses
$5,202,020
Net Income
-$72,741
Net Assets
$2,287,668
Notable Sources of Revenue Percent of Total Revenue
Contributions $184,513
3.6%
Program Services $4,865,948
94.9%
Investment Income $533
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $78,285
1.5%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $170,000
3.3%
Professional Fundraising Fees $0
Other Salaries and Wages $3,248,629
62.4%
Assets/Debt
Total Assets $9,981,090
Total Liabilities $7,693,422
Net Assets $2,287,668
Other
Operated a school
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Rosalind Hamar (Head Of School) $168,305 $0 $20,626
William Clark (President) $0 $0 $0
Steven Gran (Vice President & Treasurer) $0 $0 $0
Charlene Kiley (President Emeritus) $0 $0 $0
Gina Saldanha (Secretary) $0 $0 $0
Thomas Brown (Trustee) $0 $0 $0
Geetika Goel (Trustee) $0 $0 $0
Lorraine Hayes (Trustee) $0 $0 $0
Olaf Jorgensen (Trustee) $0 $0 $0
Cindy Pietro (Trustee) $0 $0 $0
Michaele Kashgarian (Trustee) $0 $0 $0
Tracie Scharlemann (Trustee) $0 $0 $0
Rebecca Springmeyer (Trustee) $0 $0 $0
Sarah Traube (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,055,556
Expenses
$5,309,067
Net Income
-$253,511
Net Assets
$2,360,409
Notable Sources of Revenue Percent of Total Revenue
Contributions $159,964
3.2%
Program Services $4,799,069
94.9%
Investment Income $915
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $95,608
1.9%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $162,917
3.1%
Professional Fundraising Fees $0
Other Salaries and Wages $3,135,290
59.1%
Assets/Debt
Total Assets $10,101,963
Total Liabilities $7,741,554
Net Assets $2,360,409

Document Links

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,130,251
Expenses
$5,117,989
Net Income
$12,262
Net Assets
$2,613,920
Notable Sources of Revenue Percent of Total Revenue
Contributions $162,097
3.2%
Program Services $4,856,998
94.7%
Investment Income $2,113
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $7,057
0.1%
Net Fundraising $101,986
2.0%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $187,500
3.7%
Professional Fundraising Fees $0
Other Salaries and Wages $3,237,622
63.3%
Assets/Debt
Total Assets $10,202,386
Total Liabilities $7,588,466
Net Assets $2,613,920

Document Links

Fiscal Year Ending June
2011

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »