Liabilities / Assets
60th percentile
Tied with the lowest-debt nonprofits in its peer group.
EIN 88-2135182 • 501(c)3 • Saint Helena, CA
Profile
Montessori origins connects the time-tested and proven framework of montessori early childhood education to underserved communities. We provide montessori educators and materials to establish a prepared environment that enables these disadvantaged children to thrive.
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
Liabilities / Assets
60th percentile
Tied with the lowest-debt nonprofits in its peer group.
Liabilities / Revenue
62nd percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
14th percentile
Higher net margin than 14% of similar nonprofits.
Top Officer Pay
81st percentile
Higher top officer pay than 81% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
21st percentile
Faster asset growth than 21% of similar nonprofits.
Revenue Growth
96th percentile
Faster revenue growth than 96% of similar nonprofits.
Assets
Down$37,920
Down $31,809 (-46%) from 2023
Liabilities
Down$0
Down $736 (-100%) from 2023
Net Assets
Down$37,920
Down $31,073 (-45%) from 2023
Revenue
Up$60,815
Up $43,312 (+247%) from 2023
Expenses
Up$91,888
Up $26,529 (+41%) from 2023
Net Income
Up-$31,073
Up $16,783 (+35%) from 2023
Most recent year
2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.
| Balance Sheet | Operations | |||||
|---|---|---|---|---|---|---|
| Year | Assets | Liabilities | Net Assets | Revenue | Expenses | Net Income |
| 2024Detailed filing. Detailed filing data is available for this year. | $0.38 | $0.00 | $0.38 | $0.61 | $0.92 | $0.31 |
| 2023Detailed filing. Detailed filing data is available for this year. | $0.70 | $0.01 | $0.69 | $0.18 | $0.65 | $0.48 |
| 2022Detailed filing. Detailed filing data is available for this year. | $1.20 | $0.03 | $1.17 | $1.70 | $0.53 | $1.17 |
Montessori origins connects the time-tested and proven framework of montessori early childhood education to underserved communities. We provide montessori educators and materials to establish a prepared environment that enables these disadvantaged children to thrive.
| Description | Grants | Expenses |
|---|---|---|
| MONTESSORI ORIGINS WORKS TOWARD BRIDGING THE EDUCATIONAL GAP FOR YOUNG CHILDREN IN VULNERABLE COMMUNITIES ACROSS THE WORLD BY PROVIDING:- A FULL-TIME CERTIFIED MONTESSORI DIRECTRESS AND ASSISTANT- A PREPARED MONTESSORI ENVIRONMENT AND MATERIALS- CLASSROOM SUPPLIES- ENRICHMENT PROGRAMS SUCH AS MUSIC, ART, AND TENNIS- ON-SITE INFORMATION/TRAINING- ABILITY TO TRACK EACH CHILD'S PROGRESS AND PROVIDE METRICS FOR SUCCESS USING TRANSPARENT CLASSROOM- A FOUNDATION IN THE ENGLISH LANGUAGE | $0 | $75,720 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| LYDIA STEHLING | Board Director | PT | $0 | - | - |
| EDWARD LOWE | Board Director | - | $0 | - | - |
| ADAM ROTELLO | Executive Director | PT | $0 | - | - |
| NINA ROTELLO | Secretary | PT | $0 | - | - |
| LAUREN DICKSON | Treasurer | - | $0 | - | - |
“Description: bank interest. Amount: 1,100.”
“Description: fundraising fees. Amount: 76. Description: insurance. Amount: 1,507. Description: office expense. Amount: 664. Description: it. Amount: 9,445. Description: rrf-1 fee. Amount: 75. Description: program support. Amount: 6,632. Description: program expenses. Amount: 67,033. Total to form 990-ez, line 16: 85,432.”
“Description: inventory. Beg. Of year amount: 6,011. End of year amount: 6,011. Description: prepaid. Beg. Of year amount: 1,551. End of year amount: 1,369. Description: other depreciable assets. Beg. Of year amount: 3,317. End of year amount: 3,317.”
“Description: accounts payable. Beg. Of year amount: 736. End of year amount: 0.”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | 0 |
| IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | ADAM ROTELLO |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 7072857262 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 1241 ADAMS ST STE 1061 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | SAINT HELENA |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 94574 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 58850 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 27223 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 59715 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -31073 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 6456 |
| IRS990EZ/FiledScheduleAInd | 0 | 1 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 69729 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 37920 |
| IRS990EZ/GrossReceiptsAmt | 0 | 60815 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 1100 |
| IRS990EZ/LobbyingActivitiesInd | 0 | 0 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 68993 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 37920 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 68993 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 37920 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 10.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 15.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 15.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | LYDIA STEHLING |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | EDWARD LOWE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | ADAM ROTELLO |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | NINA ROTELLO |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | LAUREN DICKSON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | BOARD DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | BOARD DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | EXECUTIVE DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | TREASURER |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 10879 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 10697 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 85432 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | MONTESSORI ORIGINS CONNECTS THE TIME-TESTED AND PROVEN FRAMEWORK OF MONTESSORI EARLY CHILDHOOD EDUCATION TO UNDERSERVED COMMUNITIES. WE PROVIDE MONTESSORI EDUCATORS AND MATERIALS TO ESTABLISH A PREPARED ENVIRONMENT THAT ENABLES THESE DISADVANTAGED CHILDREN TO THRIVE. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | MONTESSORI ORIGINS WORKS TOWARD BRIDGING THE EDUCATIONAL GAP FOR YOUNG CHILDREN IN VULNERABLE COMMUNITIES ACROSS THE WORLD BY PROVIDING:- A FULL-TIME CERTIFIED MONTESSORI DIRECTRESS AND ASSISTANT- A PREPARED MONTESSORI ENVIRONMENT AND MATERIALS- CLASSROOM SUPPLIES- ENRICHMENT PROGRAMS SUCH AS MUSIC, ART, AND TENNIS- ON-SITE INFORMATION/TRAINING- ABILITY TO TRACK EACH CHILD'S PROGRESS AND PROVIDE METRICS FOR SUCCESS USING TRANSPARENT CLASSROOM- A FOUNDATION IN THE ENGLISH LANGUAGE |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 75720 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/SchoolOperatingInd | 0 | 0 |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | CA |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 736 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TaxImposedOnOrganizationMgrAmt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4911Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4912Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4955Amt | 0 | 0 |
| IRS990EZ/TaxReimbursedByOrganizationAmt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 91888 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 75720 |
| IRS990EZ/TotalRevenueAmt | 0 | 60815 |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | 0 |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.MONTESSORIORIGINS.ORG |
| IRS990ScheduleA/First5Years170Ind | 0 | X |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 59715 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 14716 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 169575 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 244006 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt | 0 | 1100 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | 2787 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 373 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt | 0 | 4260 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 244006 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 59715 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 14716 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 169575 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 244006 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 248266 |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION: BANK INTEREST. AMOUNT: 1,100. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | DESCRIPTION: FUNDRAISING FEES. AMOUNT: 76. DESCRIPTION: INSURANCE. AMOUNT: 1,507. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 664. DESCRIPTION: IT. AMOUNT: 9,445. DESCRIPTION: RRF-1 FEE. AMOUNT: 75. DESCRIPTION: PROGRAM SUPPORT. AMOUNT: 6,632. DESCRIPTION: PROGRAM EXPENSES. AMOUNT: 67,033. TOTAL TO FORM 990-EZ, LINE 16: 85,432. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | DESCRIPTION: INVENTORY. BEG. OF YEAR AMOUNT: 6,011. END OF YEAR AMOUNT: 6,011. DESCRIPTION: PREPAID. BEG. OF YEAR AMOUNT: 1,551. END OF YEAR AMOUNT: 1,369. DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 3,317. END OF YEAR AMOUNT: 3,317. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 736. END OF YEAR AMOUNT: 0. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 0 | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | ADAM ROTELLO |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | EXECUTIVE DIRECTOR |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 7072857262 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-11-17 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | MONTESSORI ORIGINS FOUNDATION |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | MONT |
| ReturnHeader/Filer/EIN | 0 | 882135182 |
| ReturnHeader/Filer/PhoneNum | 0 | 7072857262 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 1241 ADAMS ST 1061 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | SAINT HELENA |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 94574 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | 1 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 651164012 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | PROSPERITY PARTNERS |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 200 E CARRILLO ST STE 300 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | SANTA BARBARA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 93101 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 8059629175 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2025-11-16 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | STEPHEN SMITH CPA |
| ReturnHeader/ReturnTs | 0 | 2025-11-17T09:37:39-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2024-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2024-12-31 |
| ReturnHeader/TaxYr | 0 | 2024 |
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