Nonprofit · EIN 68-0472923
CALIFORNIA MONTESSORI PROJECT
Tax-exempt · CARMICHAEL, CA 95608
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $49,910,201 | $43,288,046 | $6,622,155 | $51,134,160 | $21,763,766 | $29,370,394 |
| June 30, 2024 | 990 | $41,499,867 | $40,319,942 | $1,179,925 | $46,590,383 | $23,842,144 | $22,748,239 |
| June 30, 2023 | 990 | $36,927,660 | $35,225,534 | $1,702,126 | $47,620,310 | $26,051,996 | $21,568,314 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $48,216,736
- of which government grants
- $45,778,151
- Program service revenue
- $0
- Investment income
- $1,391,163
- Other revenue
- $302,302
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $437,083
- Other salaries and wages
- $24,780,740
- Salaries, compensation and benefits (total)
- $30,566,111
- Professional fundraising fees
- $0
- Legal fees
- $1,061,577
- Accounting fees
- $85,744
- Occupancy
- $3,779,453
- Travel
- $70,121
- Depreciation
- $891,050
- Program services (functional)
- $37,166,014
- Management and general (functional)
- $6,122,032
Balance sheet and other
- Total assets, start of year
- $46,590,383
- Total assets, end of year
- $51,134,160
- Total liabilities, end of year
- $21,763,766
- Net assets, end of year
- $29,370,394
- Land, buildings and equipment
- $17,018,657
- Net assets without donor restrictions
- $29,198,480
- Net assets with donor restrictions
- $171,914
- Gross receipts
- $49,910,201
- Employees
- 722
- Volunteers
- 1,500
- Year formed
- 2001
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| REBECCA MARSOLAIS | INTERIM SUPERINTENDENT (THRU 7/25) Officer | 40 | $165,873 | $45,646 |
| MARIA OSTENDORF | ORGANEVALE PRINCIPAL Highest-paid employee | 40 | $134,637 | $55,447 |
| BRETT BARLEY | FORMER SUPERINTENDENT (THRU 6/24) Former | 40 | $158,494 | $26,506 |
| LAURIEN DUSHARME-SPILLER | ELK GROVE DEAN Highest-paid employee | 40 | $137,606 | $33,197 |
| SARA MEECE | SHINGLE SPRINGS PRINCIPAL Highest-paid employee | 40 | $122,811 | $34,969 |
| SHANNON SCHMIDT | CAPITOL PRINCIPAL Highest-paid employee | 40 | $121,375 | $26,343 |
| JENIE TICE | DEAN, INTERIM PRINCIPAL Highest-paid employee | 40 | $110,445 | $36,824 |
| CARRIE KLAGENBERG | GOVERNING BOARD SECRETARY Officer | 40 | $74,585 | $4,200 |
| JULIA SWEENY | BOARD CHAIR AND BUSINESS REP. Trustee or director, Officer | 2 | $0 | $0 |
| BOB LEWIS | BUSINESS REP. Trustee or director | 2 | $0 | $0 |
| SCOTT RICHARDS | COMMUNITY REP. Trustee or director | 2 | $0 | $0 |
| KIM ZAWILSKI | MONTESSORI REP. Trustee or director | 2 | $0 | $0 |
| LAURA KERR | CHARTER REP. Trustee or director | 2 | $0 | $0 |
| SHANI ROARK | SAN JUAN PARENT REP. Trustee or director | 2 | $0 | $0 |
| ELIZABETH ANGEL | SAN JUAN PARENT REP. Trustee or director | 2 | $0 | $0 |
4 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JENNA WESTBROOK-KLINE | CAPITOL PARENT REP. Trustee or director | 2 | $0 |
| AARON WALKER | ELK GROVE PARENT REP. Trustee or director | 2 | $0 |
| ANN CURTIS | SHINGLE SPRINGS PARENT REP. Trustee or director | 2 | $0 |
| MATT TAYLOR | EXECUTIVE DIRECTOR (START 4/25) Officer | 40 | $0 |
990 for the year ended June 30, 2024: 16 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| BRETT BARLEY | SUPERINTENDENT Officer | 40 | $260,000 | $71,550 |
| JOANNA PASTOR | DIRECTOR OF SPECIAL EDUCATION Highest-paid employee | 40 | $133,496 | $40,351 |
| LAURIEN SPILLER | PRINCIPAL Highest-paid employee | 40 | $121,141 | $44,388 |
| BERNIE EVANGELISTA | DIRECTOR OF PROGRAMS Highest-paid employee | 40 | $135,694 | $28,248 |
| REBECCA MARSOLAIS | PRINCIPAL Highest-paid employee | 40 | $121,856 | $21,842 |
| JOANNE AHOLA | SENIOR DIRECTOR OF OPERATIONS Highest-paid employee | 40 | $126,411 | $14,366 |
| CARRIE KLAGENBERG | GOVERNING BOARD SECRETARY Officer | 40 | $86,926 | $2,400 |
| JULIA SWEENEY | BOARD CHAIR AND BUSINESS REP. Trustee or director, Officer | 2 | $0 | $0 |
| ANN CURTIS | SHINGLE SPRINGS PARENT REP. Trustee or director | 2 | $0 | $0 |
| GABRIELLE RENEE DALL | SAN JUAN PARENT REP. Trustee or director | 2 | $0 | $0 |
| LAURA KERR | CHARTER REP. Trustee or director | 2 | $0 | $0 |
| BOB LEWIS | BUSINESS REP. Trustee or director | 2 | $0 | $0 |
| SCOTT RICHARDS | COMMUNITY REP. Trustee or director | 2 | $0 | $0 |
| MICKEY SLAMKOWSKI | MONTESSORI REP. Trustee or director | 2 | $0 | $0 |
| AARON WALKER | ELK GROVE PARENT REP. Trustee or director | 2 | $0 | $0 |
| JENNA WESTBROOK-KLINE | CAPITOL PARENT REP. Trustee or director | 2 | $0 | $0 |
990 for the year ended June 30, 2023: 15 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| BRETT BARLEY | PRESIDENT Officer | 40 | $258,600 | $57,705 |
| BERNADETTE EVANGELISTA | DIRECTOR OF PROGRAM Highest-paid employee | 40 | $130,190 | $24,037 |
| JOANNA PASTOR | LEAD PSYCHOLOGIST Highest-paid employee | 40 | $124,055 | $28,195 |
| CHRISTINE CORDERO | DIRECTOR OF SPECIAL EDUCATION Highest-paid employee | 40 | $122,972 | $26,697 |
| LAURIEN DUSHARME-SPILLER | PRINCIPAL Highest-paid employee | 40 | $121,000 | $28,511 |
| KATHLEEN MERZ | PRINCIPAL Highest-paid employee | 40 | $117,480 | $25,455 |
| CARRIE KLAGENBERG | SECRETARY Officer | 40 | $77,969 | $0 |
| TRACEY WEINSTEIN | CHAIRPERSON Trustee or director, Officer | 2 | $0 | $0 |
| RICARDO REYES | PARENT REP. ELK GROVE Trustee or director | 2 | $0 | $0 |
| JULIA SWEENEY | BUSINESS REP. Trustee or director | 2 | $0 | $0 |
| MARWA HELMY | PARENT REP. CAPITOL Trustee or director | 2 | $0 | $0 |
| JODI MOTTASHED | PARENT REP. SHINGLE SPRINGS Trustee or director | 2 | $0 | $0 |
| AMBER BUSBY | COMMUNITY REP. Trustee or director | 2 | $0 | $0 |
| MICKEY SLAMKOWSKI | MONTESSORI REP. Trustee or director | 2 | $0 | $0 |
| RENEE DALL | PARENT REP. SAN JUAN Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 5330A GIBBONS DR STE 700, CARMICHAEL, CA 95608-2117
- Principal officer (990 for 2024)
- MATT TAYLOR, 5330 A GIBBONS DRIVE 700, CARMICHAEL, CA 95608
- Signed the 990
- MATT TAYLOR, SUPERINTENDENT
- Phone
- (916) 971-2432
- Website
- WWW.CACMP.ORG
- Return prepared by
- CLIFTONLARSONALLEN LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 68-0472923 or by the name CALIFORNIA MONTESSORI PROJECT.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
TO OFFER A QUALITY, TUITION-FREE MONTESSORI EDUCATION THAT CHALLENGES OUR STUDENTS TO REACH THEIR FULL POTENTIAL.
Program accomplishments
- THE ORGANIZATION OPERATES PUBLIC CHARTER SCHOOLS PROVIDING EDUCATIONAL OPPORTUNITIES TO THE SURROUNDING COMMUNITY. DURING THE YEAR ENDED JUNE 30, 2025 THE ORGANIZATION SERVED APPROXIMATELY 3,075 STUDENTS IN TRANSITIONAL KINDERGARTEN THROUGH 8TH GRADE.Expenses $37,166,014
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 68-0472923
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- School
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2001
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B29)
- Assets (IRS master file)
- $51,134,160
- Income (IRS master file)
- $49,910,201
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $49,910,201 | $43,288,046 | $51,134,160 | XML |
| 990 | June 2024 | $41,499,867 | $40,319,942 | $46,590,383 | IRS |
| 990 | June 2023 | $36,927,660 | $35,225,534 | $47,620,310 | XML |
| 990 | June 2022 | $31,692,106 | $30,759,377 | $30,297,027 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 68-0472923).
Questions about CALIFORNIA MONTESSORI PROJECT
- What is the EIN of CALIFORNIA MONTESSORI PROJECT?
- The employer identification number (EIN) of CALIFORNIA MONTESSORI PROJECT is 68-0472923.
- Is CALIFORNIA MONTESSORI PROJECT tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to CALIFORNIA MONTESSORI PROJECT tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CALIFORNIA MONTESSORI PROJECT file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of CALIFORNIA MONTESSORI PROJECT due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CALIFORNIA MONTESSORI PROJECT last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of CALIFORNIA MONTESSORI PROJECT?
- The 990 for the year ended June 30, 2025 names MATT TAYLOR.
- Who are the officers and directors of CALIFORNIA MONTESSORI PROJECT?
- The 990 for the year ended June 30, 2025 lists 19 people; 8 received compensation from the organization, the highest $165,873 (REBECCA MARSOLAIS, INTERIM SUPERINTENDENT (THRU 7/25)).
- How much revenue does CALIFORNIA MONTESSORI PROJECT have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $49,910,201, expenses of $43,288,046 and total assets of $51,134,160 at year end.
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