Civic Intelligence

Montessori Origins Foundation

EIN 88-2135182 • 501(c)3 • Saint Helena, CA

Pub. 78 Eligible

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.

1241 Adams St 1061Saint Helena, CA 94574

www.montessoriorigins.org

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

14th percentile

-51%

Higher net margin than 14% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

21st percentile

-46%

Faster asset growth than 21% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

96th percentile

247%

Faster revenue growth than 96% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

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

Trend Graphs

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2022: $120,104Liabilities 2022: $3,255Net Assets 2022: $116,8492022Assets 2023: $69,729Liabilities 2023: $736Net Assets 2023: $68,9932023Assets 2024: $37,920Liabilities 2024: $0Net Assets 2024: $37,9202024

Highlighted filing

2024

Assets$37,920
Liabilities$0
Net Assets$37,920

Operations Trend

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

$200K$100K$0-$100KRevenue 2022: $169,948Expenses 2022: $53,099Net Income 2022: $116,8492022Revenue 2023: $17,503Expenses 2023: $65,359Net Income 2023: -$47,8562023Revenue 2024: $60,815Expenses 2024: $91,888Net Income 2024: -$31,0732024

Highlighted filing

2024

Revenue$60,815
Expenses$91,888
Net Income-$31,073

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Gross Receipts
$60,815
Mission and Program Overview

Mission

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.

Program Services

DescriptionGrantsExpenses
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
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LYDIA STEHLINGBoard DirectorPT$0--
EDWARD LOWEBoard Director-$0--
ADAM ROTELLOExecutive DirectorPT$0--
NINA ROTELLOSecretaryPT$0--
LAUREN DICKSONTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Montessori Origins Foundation
EIN
88-2135182
Phone
7072857262
Address
1241 ADAMS ST 1061, SAINT HELENA, CA 94574

Signing Officer

Name
Adam Rotello
Title
Executive Director
Phone
7072857262
Signed
2025-11-17
Discuss with paid preparer
Yes

Preparer

Firm
Prosperity Partners
Address
200 E CARRILLO ST STE 300, SANTA BARBARA, CA 93101
Preparer
Stephen Smith CPA
Phone
8059629175
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: bank interest. Amount: 1,100.

Form 990-ez, Part I, Line 16 - Other Expenses

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.

Form 990-ez, Part II, Line 24 - Other Assets

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.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: accounts payable. Beg. Of year amount: 736. End of year amount: 0.

Raw XML Appendix160 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0BOARD DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1BOARD DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2EXECUTIVE DIRECTOR
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IRS990EZ/PrimaryExemptPurposeTxt0MONTESSORI 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.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: BANK INTEREST. AMOUNT: 1,100.
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TransferPrsnlBnftContractsDecl/DeclarationDesc0THE 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/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0ADAM ROTELLO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07072857262
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONTESSORI ORIGINS FOUNDATION
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ReturnHeader/Filer/EIN0882135182
ReturnHeader/Filer/PhoneNum07072857262
ReturnHeader/Filer/USAddress/AddressLine1Txt01241 ADAMS ST 1061
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ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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