Human Services (P33Z) IRS Verified DX Registered 990 on File

MONTESSORI SCHOOL OF OJAI

EIN: 95-2863539 · OJAI, CA 93023-9730 · United States · FY 2023 Data

3 out of 5 56 / 100 Based on 2+ years of filings

Financial strength (30%) 78/100

Reliability (20%) 55/100

Effectiveness (25%) 85/100

Impact (25%) No data yet

Financial data: FY 2023 · Scored 9/13/2026

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CharityAI™ Score

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Mission Statement

To these ends, Montessori School of Ojai students should be provided the necessary skills that will enable them to approach life with a sense of inquiry and purpose. The Montessori School of Ojai education will: ? Prepare students for lifelong learning. ? Provide strong academics enhanced with music, art, physical education, language, garden and science. ? Promote compassion, understanding, respect, and responsibility toward others. ? Offer a structured environment enabling success and good leadership skills. ? Promote the fullest expression of one’s talents. ? Challenge and support each student. ? Foster a sense of appreciation for the worldviews, arts, and histories of diverse cultures. ? Teach the skills of self-learning, sound thinking, effective reading, clear writing, and objective inquiry. ? Promote altruism, ethical reflection, independent thought, and creative expression. ? Foster appreciation for the independence of all species and a spirit of responsibility and reciprocity toward our earth community.

Financial Overview — FY 2023

$1.8M

Total Revenue

$1.7M

Total Expenses

$247K

Net Assets

Employees

Revenue Sources

Expense Breakdown

Program Expense Ratio 78.8%

Fundraising Efficiency 0.0%

Operating Reserve 1.75x

Liability-to-Asset 78.4%

Revenue Diversification 93.6%

Executive Compensation $190K

Compared with Peers

FY 2023

Compared with 10,321 similar organizations (United States, Human Services, $1M–$10M in expenses), FY 2023.

This organization Middle half of peers (P25–P75) Peer median

Ratio	This org	Peer median	Position (P10 → P90)
Program expense ratio Program expenses / total expenses · higher is better	78.8%	85.4%	P10P90	Below median
Admin expense ratio Management and general / total expenses · lower is better	21.2%	11.4%	P10P90	Bottom quarter
Fundraising expense ratio Fundraising expenses / total expenses · lower is better	0.0%	0.4%	P10P90	Top quarter
Fundraising efficiency Fundraising expenses / gross fundraising income · lower is better	0.0%	134.0%	P10P90	Top quarter
Operating reserve Months of expenses covered by net assets · higher is better	1.8 mo	8.5 mo	P10P90	Bottom quarter
Liabilities to assets Total liabilities / total assets · lower is better	78.4%	14.7%	P10P90	Bottom quarter
Revenue concentration Share of revenue from the largest source · lower is better	93.6%	93.3%	P10P90	Below median
Revenue growth Year over year revenue growth	28.4%	7.5%	P10P90
Expense growth Year over year expense growth	17.4%	10.7%	P10P90
Surplus margin Surplus as a share of revenue	5.0%	2.0%	P10P90

Financial History

Year	Revenue	Expenses	Net Assets	Program %	Staff
2023	$1.8M	$1.7M	$247K	78.8%	43
2022	$1.4M	$1.4M	$158K	81.0%	43
2021	$1.0M	$1.1M	N/A	—	36

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Organization Details

EIN: 95-2863539
State: CA
City: OJAI
ZIP: 93023-9730
Classification: P33Z
Category: Human Services
Rating: 3★
Coverage: A
Last Updated: Aug 2026
IRS Ruling Year: 1973
Foundation Code: 11
Form 990: On File

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CharityAI™ rates charities from 0 to 100 using public filings (IRS Form 990 and the equivalent registries outside the US) together with the information the charity itself provides on DonationX. Ratings are recalculated every quarter, without human bias, and shown as stars.

Four pillars

Financial strength30%

Program expense ratio, fundraising efficiency, operating reserves, liabilities and revenue diversification, compared with similar organizations.

Reliability20%

Standing with the registry, filing history, verification and how complete the profile is.

Effectiveness25%

How much goes to programs and how consistently the organization delivers them.

Impact25%

The outcomes the charity reports on DonationX: people served, cost per service and results.

Stars

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