Montessori Origins Foundation

Nonprofit profile at a glance

EIN
882135182
IRS 990-EZ coverage
2022–2024
Forms available
Form 990-EZ 2024
Location
Saint Helena, CA, USA
Phone
7072857262
Rating
90
Verdict
STRONG
Rating confidence
Moderate
Sector
Fund Raising and/or Fund Distribution

Official website

Reported finances

Revenue
$60,815
Expenses
$91,888
Assets
$37,920
Liabilities
$0

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

5 people listed

Executive titles in this filing

  • ADAM ROTELLO (EXECUTIVE DIRECTOR)

People named in this filing

  • LYDIA STEHLING (BOARD DIRECTOR)
  • EDWARD LOWE (BOARD DIRECTOR)
  • ADAM ROTELLO (EXECUTIVE DIRECTOR)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

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.

What it reported doing in 2024

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

Operating model

Revenue model
Donor-supported. 98% of the money available for current operations came from contributions and gifts.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and revenue has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 93
  • Transparency & Controls: 100
  • Sustainability: 28
  • Growth: 40

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 100%; rating input score 100
  • Program expense ratio: 82.4%; rating input score 82

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100

Sustainability

  • Operating margin: -51.1%; rating input score 13; 13th percentile among comparable filings
  • Total-asset coverage ratio: 0.41; rating input score 26; 26th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 68; 68th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: 67.2% per year; rating input score 100; 95th percentile among comparable filings
  • Revenue growth: -65.9% per year; rating input score 0; 4th percentile among comparable filings
  • Asset growth: -54.1% per year; rating input score 0; 3rd percentile among comparable filings

Details

  • Where the money goes: 100% of revenue deployed · 82.4% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $76K in reported program spending
  • Leadership: top reported pay $0 · 5 people listed
  • Consistency: 8 of 8 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 3 filing years from 2022 to 2024
  • Contacts: How to reach this organization
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Sustainability: Operating margin scored 13/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Sustainability: Total-asset coverage ratio scored 26/100.
  • High — Growth: Asset growth scored 0/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.