South Okanagan Montessori School Society
Publicly funded institution · Summerland, British Columbia · BN 893019323RR0001 · Teaching Institutions
Source: T3010 return, FPE 2024-06-30. Split of total expenditures ($698,897) as filed with the CRA.
South Okanagan Montessori School Society is a charitable organization based in Summerland, British Columbia, classified by the CRA under teaching institutions. It appears on the charity register the way hospitals, universities, and other publicly funded bodies do — to issue tax receipts — rather than as a donation-driven charity in the usual sense. In its fiscal year ending June 30, 2024, it reported $803K in revenue and $699K in expenditures.
Its funding that year was roughly 20% from donations, 61% from government. Government funding is the majority of its budget. In 2021, 2 other registered charities reported granting it a combined $910.
Compared with 1,540 education institutions of similar size, its share of spending on mission — charitable programs plus grants to other charities — ranked above 61% of peers. Its fundraising cost per donated dollar was lower than 80% of that peer group. Its highest-paid positions fell in the $40,000–79,999 range (4 positions in that band). The charity reported 12 permanent full-time positions.
Its filed list of directors and trustees shows 13 names.
In its own words
South olkanagan montessori school society operates a private school for kindergarten to grade 5 students and a childcare program.
Ongoing-program description from its T3010 filing, verbatim.
The ledger, 2020–2024
| Year | Revenue | Spending | Programs | Fundraising | Gifts out | Net assets |
|---|---|---|---|---|---|---|
| 2024 | $803K | $699K | $634K | $5,453 | — | $450K |
| 2023 | $770K | $733K | $667K | $3,318 | — | $346K |
| 2022 | $687K | $662K | $601K | $5,777 | — | $310K |
| 2021 | $806K | $648K | $585K | $8,185 | — | $259K |
| 2020 | $674K | $553K | $508K | $3,599 | — | $102K |
Revenue printed in red where the year ran a deficit. Fiscal years by period end.
Money between charities, 2021
Received $910 from 2 charities:
As reported on the donors’ own T3010 qualified-donee schedules.
What it pays
Its ten highest-paid positions, by band:
- $40,000–79,9994 positions
- $1–39,9998 positions
- Permanent full-time positions12
- Total compensation, all staff$521K
Schedule 3 of its 2024 return. The CRA discloses bands, not names or exact salaries.
Directors & trustees (2024)
Trevor Brown (director at large); Taryn Davis (director at large); Chandra Moffat (past president); Lauren Selfridge (secretary); Ashley Tite (vice president); Kristina Neilsen (president); Lisa Davison (treasurer); Anastasia Rzesnosk (committees coordinator); Ashley Surowski (director at large); Mark Watt (director at large); Mya Schneider (director at large); Amber Jeanotte (director at large); Jo-Ann Terpstra (director at large).
As listed on its 2024 return.
Check the source
Every figure on this page is from South Okanagan Montessori School Society’s own T3010 filings, published by the Canada Revenue Agency. Verify against the CRA’s charities listing (search BN 893019323RR0001), or read how we compute the receipt.