Civic Intelligence

Montessori School of Sonoma Incorporated

EIN 94-2174042 • 501(c)3 • Sonoma, CA

Profile

To operate a licenced Montessori School for students 12 months to 10 years old.

19675 8th StSonoma, CA 95476

montessorischoolofsonoma.com

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.15x

Higher debt load relative to assets than 63% of similar nonprofits.

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

Liabilities / Revenue

47th percentile

0.06x

Higher debt load relative to revenue than 47% of similar nonprofits.

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

Net Margin

35th percentile

-1.2%

Higher net margin than 35% of similar nonprofits.

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

Top Officer Pay

75th percentile

$121,417

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 9.4% of source-year revenue.

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

Asset Growth

29th percentile

-3.1%

Faster asset growth than 29% of similar nonprofits.

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

Revenue Growth

67th percentile

20%

Faster revenue growth than 67% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$519,393

Down $16,492 (-3.1%) from 2024

Liabilities

Down

$80,264

Down $711 (-0.9%) from 2024

Net Assets

Down

$439,129

Down $15,781 (-3.5%) from 2024

Operations
Liabilities / Revenue47th percentileNet Margin35th percentile

Revenue

Up

$1,285,475

Up $213,074 (+20%) from 2024

Expenses

Up

$1,301,256

Up $97,132 (+8.1%) from 2024

Net Income

Up

-$15,781

Up $115,942 (+88%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth29th percentile

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

$800K$600K$400K$200K$0Assets 2011: $93,750Liabilities 2011: $27,387Net Assets 2011: $66,3632011Assets 2012: $157,649Liabilities 2012: $28,537Net Assets 2012: $129,1122012Assets 2013: $222,048Liabilities 2013: $25,204Net Assets 2013: $196,8442013Assets 2014: $168,738Liabilities 2014: $38,437Net Assets 2014: $130,3012014Assets 2015: $203,758Liabilities 2015: $42,008Net Assets 2015: $161,7502015Assets 2016: $243,107Liabilities 2016: $57,604Net Assets 2016: $185,5082016Assets 2017: $256,941Liabilities 2017: $44,983Net Assets 2017: $211,9582017Assets 2018: $277,878Liabilities 2018: $49,787Net Assets 2018: $228,0912018Assets 2019: $24,957Liabilities 2019: $23,154Net Assets 2019: $1,8032019Assets 2020: $242,564Liabilities 2020: $25,583Net Assets 2020: $216,9812020Assets 2021: $422,739Liabilities 2021: $31,646Net Assets 2021: $391,0932021Assets 2022: $508,736Liabilities 2022: $33,196Net Assets 2022: $475,5402022Assets 2023: $646,637Liabilities 2023: $67,077Net Assets 2023: $579,5602023Assets 2024: $535,885Liabilities 2024: $80,975Net Assets 2024: $454,9102024Assets 2025: $519,393Liabilities 2025: $80,264Net Assets 2025: $439,1292025

Highlighted filing

2025

Assets$519,393
Liabilities$80,264
Net Assets$439,129
Open 2025 Filing

Operations Trend

Revenue Growth67th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $550,352Expenses 2011: $447,281Net Income 2011: $103,0712011Revenue 2012: $579,133Expenses 2012: $516,384Net Income 2012: $62,7492012Revenue 2013: $661,503Expenses 2013: $478,574Net Income 2013: $182,9292013Revenue 2014: $695,431Expenses 2014: $761,974Net Income 2014: -$66,5432014Revenue 2015: $696,239Expenses 2015: $664,740Net Income 2015: $31,4992015Revenue 2016: $711,201Expenses 2016: $695,800Net Income 2016: $15,4012016Revenue 2017: $760,694Expenses 2017: $734,240Net Income 2017: $26,4542017Revenue 2018: $873,932Expenses 2018: $852,995Net Income 2018: $20,9372018Revenue 2019: $862,775Expenses 2019: $914,237Net Income 2019: -$51,4622019Revenue 2020: $1,036,069Expenses 2020: $813,330Net Income 2020: $222,7392020Revenue 2021: $884,800Expenses 2021: $710,688Net Income 2021: $174,1122021Revenue 2022: $977,997Expenses 2022: $893,550Net Income 2022: $84,4472022Revenue 2023: $1,008,773Expenses 2023: $931,543Net Income 2023: $77,2302023Revenue 2024: $1,072,401Expenses 2024: $1,204,124Net Income 2024: -$131,7232024Revenue 2025: $1,285,475Expenses 2025: $1,301,256Net Income 2025: -$15,7812025

Highlighted filing

2025

Revenue$1,285,475
Expenses$1,301,256
Net Income-$15,781
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$519,393
Liabilities
$80,264
Net assets
$439,129
Revenue
$1,285,475
Expenses
$1,301,256
Net income
-$15,781
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.52$0.08$0.44$1.29$1.30$0.02
2024Detailed filing. Detailed filing data is available for this year.$0.54$0.08$0.45$1.07$1.20$0.13
2023Detailed filing. Detailed filing data is available for this year.$0.65$0.07$0.58$1.01$0.93$0.08
2022Detailed filing. Detailed filing data is available for this year.$0.51$0.03$0.48$0.98$0.89$0.08
2021Detailed filing. Detailed filing data is available for this year.$0.42$0.03$0.39$0.88$0.71$0.17
2020Summary only. Only limited summary data is available for this year.$0.24$0.03$0.22$1.04$0.81$0.22
2019Summary only. Only limited summary data is available for this year.$0.02$0.02$0.00$0.86$0.91$0.05
2018Summary only. Only limited summary data is available for this year.$0.28$0.05$0.23$0.87$0.85$0.02
2017Summary only. Only limited summary data is available for this year.$0.26$0.04$0.21$0.76$0.73$0.03
2016Summary only. Only limited summary data is available for this year.$0.24$0.06$0.19$0.71$0.70$0.02
2015Summary only. Only limited summary data is available for this year.$0.20$0.04$0.16$0.70$0.66$0.03
2014Summary only. Only limited summary data is available for this year.$0.17$0.04$0.13$0.70$0.76$0.07
2013Summary only. Only limited summary data is available for this year.$0.22$0.03$0.20$0.66$0.48$0.18
2012Summary only. Only limited summary data is available for this year.$0.16$0.03$0.13$0.58$0.52$0.06
2011Summary only. Only limited summary data is available for this year.$0.09$0.03$0.07$0.55$0.45$0.10
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 14, 2025
Return Version
2024v5.0
Gross Receipts
$1,285,475
Mission and Program Overview

Mission

To operate a licenced Montessori School for students 12 months to 10 years old.

To opperate a Licenced Montessori School serving children 12 mo to 10 years old

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$291,404$333,323▲ $41,919
Cash and Non-Interest-Bearing Accounts$163,506$105,806▼ $57,700
Accounts Receivable$80,975$80,264▼ $711
Other Notes and Loans Receivable, Net$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$535,885$519,393▼ $16,492
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$80,975$80,264▼ $711
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$80,975$80,264▼ $711
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$454,910$439,129▼ $15,781
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$454,910$439,129▼ $15,781
Total Liabilities and Net Assets / Fund Balance$535,885$519,393▼ $16,492
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Cathy VaughnDirectorFT$121,417$121,417
Sarah RobertsonTreasureFT$92,900$92,900
Christine NelesSecretaryFT$81,170$81,170
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,276,005
Investment Income
$9,470
Other Revenue
$0
Change in Net Assets
$-15,781
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$930,022
Other Expenses$309,121
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$736,546--$736,546
Current Officers, Directors, Trustees, and Key Employees$121,417--$121,417
Other Expenses$101,071$0$0$101,071
Occupancy$95,414--$95,414
Payroll Taxes$66,052--$66,052
Benefits to Members$62,113--$62,113
Insurance$31,109--$31,109
Office Expenses$21,681--$21,681
Fees for Services Accounting$16,729--$16,729
Information Technology$6,329--$6,329
Conferences and Meetings$6,161--$6,161
Pension Plan Contributions$6,007--$6,007
Travel$857--$857
Fees for Services Legal$795--$795
Advertising$300--$300
Interest$135--$135
Total Functional Expenses$1,301,256$0$0$1,301,256
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
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
No
Annual disclosure for covered persons
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

Form 990, Part VI, Section B, Line 11B

“upon request”

Form 990, Part VI, Section B, Line 12C

“Before each meeting”

Form 990, Part VI, Section B, Line 15

“Compare with other local schools compensation”

Form 990, Part VI, Section C, Line 19

“upon request”

Filing and Contact Details

Filer

Filer Name
Montessori School of Sonoma Incorporated
EIN
94-2174042
Phone
7079962422
Address
19675 8th St, Sonoma, CA 95476

Signing Officer

Name
Cathy Vaughn
Title
Director
Phone
7079962422
Signed
2025-11-14

Organization Details

Principal Officer
Cathy Vaughn
Formed
1972
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
0
Employees
24
Volunteers
0
Raw XML AppendixShowing 400 of 403 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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IRS990/ProgSrvcAccomActy2Grp/Desc0No second
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt00
IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt00
IRS990/ProgSrvcAccomActy3Grp/Desc0None
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt00
IRS990/ProgSrvcAccomActy3Grp/GrantAmt00
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt04331
IRS990/PymtTravelEntrtnmntPubOfclGrp/ProgramServicesAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0298714
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt01068070
IRS990/PYRevenuesLessExpensesAmt0-131723
IRS990/PYSalariesCompEmpBnftPaidAmt0905410
IRS990/PYTotalExpensesAmt01204124
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01072401
IRS990/QuidProQuoContributionsInd00
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-15781
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01285475
IRS990/RoyaltiesGrp/ProgramServicesAmt00
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt00
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RoyaltiesRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0291404
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0333323
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd00
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/ExplanationTxt0Posted in the Index Tribune April 2025
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule E, Part I, Line 3
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0upon request
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Before each meeting
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Compare with other local schools compensation
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3upon request
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0535885
IRS990/TotalAssetsEOYAmt0519393
IRS990/TotalAssetsGrp/BOYAmt0535885
IRS990/TotalAssetsGrp/EOYAmt0519393
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt024
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01301256
IRS990/TotalFunctionalExpensesGrp/TotalAmt01301256
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt080975
IRS990/TotalLiabilitiesEOYAmt080264
IRS990/TotalLiabilitiesGrp/BOYAmt080975
IRS990/TotalLiabilitiesGrp/EOYAmt080264
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0454910
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0439129
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt00
IRS990/TotalOtherProgSrvcGrantAmt00
IRS990/TotalOtherProgSrvcRevenueAmt00
IRS990/TotalOthProgramServiceRevGrp/ExclusionAmt00
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt00
IRS990/TotalOthProgramServiceRevGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalProgramServiceExpensesAmt01301256
IRS990/TotalProgramServiceRevenueAmt01276005
IRS990/TotalReportableCompFromOrgAmt0295487
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01285475
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01285475
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0535885
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0519393
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt0857
IRS990/TravelGrp/TotalAmt0857
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt00
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt019675 8th st
IRS990/USAddress/CityNm0Sonoma
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095476
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0MontessoriSchoolofSonoma.com
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Cathy Vaughn
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/PhoneNum07079962422
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MONTESSORI SCHOOL OF SONOMA INCORPORATED
ReturnHeader/Filer/BusinessNameControlTxt0MONT
ReturnHeader/Filer/EIN0942174042
ReturnHeader/Filer/PhoneNum07079962422
ReturnHeader/Filer/USAddress/AddressLine1Txt019675 8th St
ReturnHeader/Filer/USAddress/CityNm0Sonoma
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095476
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02025-11-14T13:51:40-07:00
ReturnHeader/ReturnTypeCd0990

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