Civic Intelligence

Lotus Montessori Academy

990EZ • Fiscal year 2025 • EIN 83-4458262

Jul 01, 2024 to Jun 30, 2025

57 Coddington StQuincy, MA 02169

(857) 207-8751

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

63rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

49th percentile

2.7%

Higher net margin than 49% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

98th percentile

363%

Faster asset growth than 98% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

40th percentile

-4.3%

Faster revenue growth than 40% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Up

$6,707

Up $5,258 (+363%) from 2024

Net Assets

Up

$6,707

Up $5,258 (+363%) from 2024

Liabilities

Flat

$0

Flat from 2024

Revenue

Down

$197,353

Down $8,903 (-4.3%) from 2024

Expenses

Down

$192,095

Down $14,288 (-6.9%) from 2024

Net Income

Up

$5,258

Up $5,385 (+4240%) from 2024

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$40K$20K$0-$20K-$40KAssets 2020: $5,554Liabilities 2020: $19,530Net Assets 2020: -$13,9762020Assets 2021: $5,768Liabilities 2021: $36,325Net Assets 2021: -$30,5572021Assets 2022: $6,648Liabilities 2022: $0Net Assets 2022: $6,6482022Assets 2023: $6,633Liabilities 2023: $0Net Assets 2023: $6,6332023Assets 2024: $1,449Liabilities 2024: $0Net Assets 2024: $1,4492024Assets 2025: $6,707Liabilities 2025: $0Net Assets 2025: $6,7072025

Highlighted filing

2025

Assets$6,707
Liabilities$0
Net Assets$6,707

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100KRevenue 2020: $128,450Expenses 2020: $142,426Net Income 2020: -$13,9762020Revenue 2021: $114,299Expenses 2021: $130,880Net Income 2021: -$16,5812021Revenue 2022: $268,846Expenses 2022: $235,134Net Income 2022: $33,7122022Revenue 2023: $224,038Expenses 2023: $224,053Net Income 2023: -$152023Revenue 2024: $206,256Expenses 2024: $206,383Net Income 2024: -$1272024Revenue 2025: $197,353Expenses 2025: $192,095Net Income 2025: $5,2582025

Highlighted filing

2025

Revenue$197,353
Expenses$192,095
Net Income$5,258
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Mar 10, 2026
Return Version
2024v5.0
Gross Receipts
$197,353
Mission and Program Overview

Mission

OPERATE AN MONTESSORI EDUCATIONAL INSTITUTION OFFERING A SCHOOL PROGRAM FOR CHILDREN RANGING FROM 2.9 to 6

Program Services

DescriptionGrantsExpenses
OPERATION OF A MONTESSORI SCHOOL FOR CHILDREN AGES 2.9 TO 6.$0$135,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Renee JolleyMember-$0--
Sarah NguyenMember-$0--
Connie Pabon-GreenPresidentFT$0--
Filing and Contact Details

Filer

Filer Name
Lotus Montessori Academy
EIN
83-4458262
Phone
8572078751
Address
57 CODDINGTON ST, QUINCY, MA 02169

Signing Officer

Name
Consetter Pabon-green
Title
President
Phone
8572078751
Signed
2026-03-10
Discuss with paid preparer
Yes

Preparer

Firm
Accounting for Creativity
Address
70 Otis St, Somerville, MA 02145
Preparer
Stacey Simon
Phone
6173357300
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

Direct educational expenses $6,166, Office administrative expenses $5,206, Professional Development $250, Bank fees $251

Raw XML Appendix159 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0QUINCY
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Renee Jolley
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Connie Pabon-Green
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Member
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IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
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IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt011873
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0OPERATE AN MONTESSORI EDUCATIONAL INSTITUTION OFFERING A SCHOOL PROGRAM FOR CHILDREN RANGING FROM 2.9 to 6
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt0197353
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0OPERATION OF A MONTESSORI SCHOOL FOR CHILDREN AGES 2.9 TO 6.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0135000
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/TransactionWithControlEntInd00
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd00
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0The school admits students of any race, color, national and ethnic origin to all the rights, privileges, programs and activities generally accorded or made available to students at the school. It does not discriminate on the basis of race, color, national and ethnic origin in administration of its educational policies, admissions policies, scholarship and loan programs, and athletic and other school administered programs.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule E, Part I, Line 3
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Direct educational expenses $6,166, Office administrative expenses $5,206, Professional Development $250, Bank fees $251
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
ReasonableCauseExplanation/ExplanationTxt0Extension was filed
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CONSETTER PABON-GREEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum08572078751
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-03-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LOTUS MONTESSORI ACADEMY
ReturnHeader/Filer/BusinessNameControlTxt0LOTU
ReturnHeader/Filer/EIN0834458262
ReturnHeader/Filer/PhoneNum08572078751
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0811273267
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt070 Otis St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Somerville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002145
ReturnHeader/PreparerPersonGrp/PhoneNum06173357300
ReturnHeader/PreparerPersonGrp/PreparationDt02026-03-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Stacey Simon
ReturnHeader/ReturnTs02026-03-19T22:41:29-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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Filings