Montverde Academy
Public records show a registered, tax-exempt organization in good standing.
What it says it does
TO INSPIRE STUDENTS TO BECOME LEADERS WITH A PASSION FOR KNOWLEDGE, GLOBAL VISION AND INNOVATION WHILE DEVELOPING CHARACTER IN A NUTURING AND DIVERSE COMMUNITY. MONTVERDE ACADEMY IS A COEDUCATIONAL INDEPENDENT SCHOOL THAT SERVES GRADES PRE-K 3-12. OUR BOARDING PROGRAM SERVES GRADES 7-12 AND POST-GRADUATE STUDIES.AT THE HEART OF THE MONTVERDE ACADEMY EXPERIENCE IS AN ENGAGING AND CHALLENGING ACADEMIC ENVIRONMENT THAT GIVES STUDENTS THE DESIRE AND SKILLS TO ACHIEVE AT THE HIGHEST LEVEL. OUTSIDE OF THE CLASSROOM, STUDENTS DEVELOP THEIR TALENTS AND ABILITIES THROUGH INVOLVEMENT IN FINE ARTS, ATHLETICS, SCHOOL CLUBS, AND SERVICE ORGANIZATIONS. OUR STAFF MEMBERS, PARENTS, AND STUDENTS ARE PART OF A CLOSE-KNIT, DEEPLY CARING COMMUNITY. WE EMPHASIZE POSITIVE RELATIONSHIPS TO HELP BUILD SELF-ESTEEM AND CONFIDENCE IN OUR STUDENTS, AND EACH ONE OF THEM IS A VALUED COMMUNITY MEMBER. WITH ITS CULTURAL DIVERSITY, MONTVERDE ACADEMY DRAWS STUDENTS FROM AROUND THE WORLD. OUR INTERNATIONAL CHARACTER ADD
- Income
- $41.1 million
- Spending
- $40.9 million
- Spent on programs
- 87%
- Reserves
- 0.8 months of spending
- Largest source of income
- fees for its services, 91%
- Employees
- 417
- Volunteers
- 10
- Highest pay
- $437,244, head of school
Source: Form 990 for the year ending May 31, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Financial health
Fair: 62 out of 100.
Reserves
4 of 35Spendable reserves would cover 0.8 months of spending.
Debt
16 of 20It owes 24% of what it owns.
Living within its means
12 of 15Income exceeded spending by 0% of income.
Income trend
15 of 15Income rose 14% on the year before.
Spending floor
15 of 1587% of spending went to programs and raising each dollar of donations cost 4 cents.
Source: Form 990 for the year ending May 31, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Governance
Strong: 100 out of 100.
Independent board
25 of 259 of 9 voting board members are independent.
Conflict of interest policy
15 of 15Has a written conflict of interest policy.
Whistleblower policy
8 of 8Has a written whistleblower policy.
Record keeping policy
7 of 7Has a written policy on keeping and destroying records.
Board minutes
5 of 5Keeps minutes of board meetings.
Board sees the tax return
10 of 10Gave the board a copy of this return before filing it.
Pay set independently
5 of 5Sets its chief executive's pay through independent review and comparison.
Independent check of accounts
15 of 15Its accounts were audited by an independent accountant.
No reported misuse
10 of 10Reports no diversion of assets, excess benefits or loans to insiders.
Source: Form 990 for the year ending May 31, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Impact evidence
Describes programs. Its tax return describes what it does but we have found no measurable results in it.
Programs described in its return (1)
- $35.7 million spent. MONTVERDE ACADEMY IS A COLLEGE PREPARATORY, COEDUCATIONAL INDEPENDENT SCHOOL SERVING GRADES PK 3-12. THE BOARDING PROGRAM SERVES GRADES 7-12 AND POSTGRADUATE. AT THE HEART OF THE MONTVERDE ACADEMY EXPERIENCE IS AN ENGAGING AND CHALLENGING ACADEMIC ENVIRONMENT THAT GIVES STUDENTS THE DESIRE AND SKILLS TO ACHIEVE AT THE HIGHEST LEVELS. OUTSIDE OF THE CLASSROOM, STUDENTS CONTINUE TO DEVELOP THEIR TALENTS AND ABILITIES THROUGH INVOLVMENT IN FINE ARTS, ATHLETICS, SCHOOL CLUBS, AND SERVICE ORGANIZATIONS. AVERAGE ENROLLMENT DURING THE 2024-2025 SCHOOL YEAR WAS APPROXIMATELY 1,460 STUDENTS. APPROXIMATELY 235 STUDENTS ARE HOUSED ON CAMPUS; THE REMAINING STUDENTS ARE DAY STUDENTS.
Source: Form 990 for the year ending May 31, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Legitimacy checks
Is it registered with the IRS? Passed.
Listed in the IRS master file of tax-exempt organizations as a 501(c)(3) charitable organization.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Has the IRS revoked its tax-exempt status? Passed.
Not on the IRS automatic revocation list.
Source: Automatic revocation of exemption list, Internal Revenue Service, file dated October 13, 2026.
Are donations tax-deductible? Passed.
On the IRS list of organizations eligible to receive tax-deductible contributions.
Source: Publication 78 data: organizations eligible for tax-deductible contributions, Internal Revenue Service, file dated October 13, 2026.
Is it keeping up with its IRS filings? Passed.
Most recent return on file covers the year ending May 2025.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
How long has it been tax-exempt? Passed.
Recognized by the IRS since April 1948.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Is it in good standing with state regulators? Passed.
Not on California's list of charities barred from soliciting. Other states are not yet checked.
Source: May Not Operate or Solicit for Charitable Purposes list, California Attorney General, Registry of Charities and Fundraisers, file dated October 21, 2026.
Ratings and checks are our reading of public records, using the published method. They are not a statement about anyone's honesty. If you work for this organization, you can send corrections or results, confirm you want gifts through Veridonate, or ask to be removed from giving.