Civic Intelligence

Maria Montessori Charter Academy

EIN 26-2242400 • 501(c)3 • Rocklin, CA

Profile

To provide a Montessori-based educational environment that has the tools programs resources and support to enable students to become educated to high international academic standards and to develop themselves to their fullest capacity as competent happy productive individuals family members workers and contributors to a better society and a peaceful world.

1850 Wildcat BlvdRocklin, CA 95765-5471
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

76th percentile

0.33x

Higher debt load relative to assets than 76% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

43rd percentile

0.04x

Higher debt load relative to revenue than 43% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

30th percentile

-4.1%

Higher net margin than 30% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

74th percentile

$119,269

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 2.8% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

8th percentile

-27%

Faster asset growth than 8% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

45th percentile

4.3%

Faster revenue growth than 45% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Assets

Down

$583,115

Down $148,496 (-20%) from 2022

Liabilities

Down

$191,388

Down $36,392 (-16%) from 2022

Net Assets

Down

$391,727

Down $112,104 (-22%) from 2022

Revenue

Up

$4,263,670

Up $731,576 (+21%) from 2022

Expenses

Up

$4,438,713

Up $520,587 (+13%) from 2022

Net Income

Up

-$175,043

Up $210,989 (+55%) from 2022

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2021: $1,032,199Liabilities 2021: $142,336Net Assets 2021: $889,8632021Assets 2022: $731,611Liabilities 2022: $227,780Net Assets 2022: $503,8312022Assets 2025: $583,115Liabilities 2025: $191,388Net Assets 2025: $391,7272025

Highlighted filing

2025

Assets$583,115
Liabilities$191,388
Net Assets$391,727

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2021: $3,625,886Expenses 2021: $3,276,184Net Income 2021: $349,7022021Revenue 2022: $3,532,094Expenses 2022: $3,918,126Net Income 2022: -$386,0322022Revenue 2025: $4,263,670Expenses 2025: $4,438,713Net Income 2025: -$175,0432025

Highlighted filing

2025

Revenue$4,263,670
Expenses$4,438,713
Net Income-$175,043

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 6, 2025
Return Version
2024v5.1
Gross Receipts
$4,263,670
Mission and Program Overview

Mission

To provide a Montessori based educational environment that has the tools programs resources and support to enable students to become educated to high international academic standards and to develop themselves to their fullest capacity as competent happy productive individuals family members workers and contributors to a better society and a peaceful worls.

To provide a Montessori-based educational environment that has the tools programs resources and support to enable students to become educated to high international academic standards and to develop themselves to their fullest capacity as competent happy productive individuals family members workers and contributors to a better society and a peaceful world.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$371,711$447,113▲ $75,402
Rtn Earn Endowment Incm Other Fnds$566,770$391,727▼ $175,043
Cash and Non-Interest-Bearing Accounts$403,595$110,184▼ $293,411
Prepaid Expenses and Deferred Charges$22,042$25,818▲ $3,776
Savings and Temporary Cash Investments$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$797,348$583,115▼ $214,233
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$191,901$152,711▼ $39,190
Deferred Revenue$38,677$38,677→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$230,578$191,388▼ $39,190
Net Assets / Fund Balance
Total Net Assets Fund Balance$566,770$391,727▼ $175,043
Total Liabilities and Net Assets / Fund Balance$797,348$583,115▼ $214,233
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Brent BoothbyDirectorFT$119,269$119,269
Adrienne GarciaTeacher RepresentativeFT$79,041$79,041
Carol RoyalTeacher RepresentativeFT$60,377$60,377

Board Members and Trustees

NameTitle
Carlos NietoPresident
Ryan LeckeyComunication Officer
Jessica HodgesMember
Michelle WhittenMember
Paolo SarmientoMember
Russell RamosMember

Highest Paid Contractors

ContractorServicesLocationCompensation
School StepsSpecial EducationPO Box 631024, Cincinatti, OH 45263$253,394
IddoTech Support440 Barranca Ave, Covina, CA 91723$132,707
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$4,263,670
Investment Income
$0
Other Revenue
$0
All Other Contributions
$0
Change in Net Assets
$-175,043

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,263,670
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$4,263,670
Total Revenue per Form 990
$4,263,670
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,902,574
Other Expenses$1,536,139
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,861,924$0$0$1,861,924
Other Employee Benefits$869,937$51,444$0$921,381
Other Expenses$215,843$0$0$215,843
Office Expenses$205,315$0$0$205,315
Current Officers, Directors, Trustees, and Key Employees$0$119,269$0$119,269
Insurance$102,624$0$0$102,624
Interest$94,018$0$0$94,018
Occupancy$66,188$0$0$66,188
Fees for Services Accounting$0$49,000$0$49,000
Fees for Services Management$0$5,582$0$5,582
Conferences and Meetings$5,534$0$0$5,534
Fees for Services Legal$0$1,209$0$1,209
Advertising$250$0$0$250
Total Functional Expenses$4,212,209$226,504$0$4,438,713

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,438,713
Total Expenses per Audited Statements$4,438,713
Total Expenses per Form 990$4,438,713
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Part VI, Line 11B

No review was or will be conducted.

Part VI, Line 15

The governing board reviews and approves all salary schedules for all positions including the director. Salaries are based on comparable positions in Placer and Sacramento counties.

Filing and Contact Details

Filer

Filer Name
Maria Montessori Charter Academy
EIN
26-2242400
Phone
9166301510
Address
1850 WILDCAT BLVD, ROCKLIN, CA 95765-5471

Signing Officer

Name
Larry Pastore
Title
Business Consultant
Phone
5303200760
Signed
2025-11-06

Organization Details

Principal Officer
Brent Boothby
Formed
2008
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
7
Employees
55
Volunteers
0
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IRS990/InsuranceGrp/FundraisingAmt00
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IRS990/InsuranceGrp/TotalAmt0102624
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IRS990/InterestGrp/TotalAmt094018
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IRS990/InvestmentsPubTradedSecGrp/BOYAmt00
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IRS990/IRPDocumentCnt012
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IRS990/LocalChaptersInd0false
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IRS990/MissionDesc0To provide a Montessori-based educational environment that has the tools programs resources and support to enable students to become educated to high international academic standards and to develop themselves to their fullest capacity as competent happy productive individuals family members workers and contributors to a better society and a peaceful world.
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IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0869937
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0921381
IRS990/OtherExpensesGrp/Desc0Debt Service - Principal
IRS990/OtherExpensesGrp/Desc1Food Service Supplies and Services
IRS990/OtherExpensesGrp/Desc2Special Education Services
IRS990/OtherExpensesGrp/Desc3Instructional Supplies and Services
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt30
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt30
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IRS990/OtherExpensesGrp/ProgramServicesAmt1148476
IRS990/OtherExpensesGrp/ProgramServicesAmt2290922
IRS990/OtherExpensesGrp/ProgramServicesAmt3215843
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IRS990/OtherExpensesGrp/TotalAmt1148476
IRS990/OtherExpensesGrp/TotalAmt2290922
IRS990/OtherExpensesGrp/TotalAmt3215843
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IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
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