Nonprofit · EIN 88-2135182
MONTESSORI ORIGINS FOUNDATION
Tax-exempt · SAINT HELENA, CA 94574
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-EZ | $60,815 | $91,888 | -$31,073 | $37,920 | $0 | $37,920 |
| December 31, 2023 | 990-EZ | $17,503 | $65,359 | -$47,856 | $69,729 | $736 | $68,993 |
Financial details: 990-EZ for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $59,715
- Investment income
- $1,100
Expenses
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $6,456
- Other expenses
- $85,432
- Program services (functional)
- $75,720
Balance sheet and other
- Total assets, start of year
- $69,729
- Total assets, end of year
- $37,920
- Total liabilities, end of year
- $0
- Net assets, end of year
- $37,920
- Cash, savings and investments
- $27,223
- Gross receipts
- $60,815
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-EZ for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LYDIA STEHLING | BOARD DIRECTOR | 10 | $0 |
| EDWARD LOWE | BOARD DIRECTOR | 1 | $0 |
| ADAM ROTELLO | EXECUTIVE DIRECTOR | 15 | $0 |
| NINA ROTELLO | SECRETARY | 15 | $0 |
| LAUREN DICKSON | TREASURER | 1 | $0 |
990-EZ for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ADAM ROTELLO | EXECUTIVE DIRECTOR | 15 | $0 |
| NINA ROTELLO | SECRETARY | 15 | $0 |
| LAUREN DICKSON | TREASURER | 1 | $0 |
| LYDIA STEHLING | BOARD DIRECTOR | 10 | $0 |
| EDWARD LOWE | BOARD DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1241 ADAMS ST 1061, SAINT HELENA, CA 94574-1925
- In care of
- % ADAM ROTELLO
- Signed the 990-EZ
- ADAM ROTELLO, EXECUTIVE DIRECTOR
- Phone
- (707) 285-7262
- Website
- WWW.MONTESSORIORIGINS.ORG
- Return prepared by
- PROSPERITY PARTNERS
California records
California keeps its own records of charities and corporations. Search them by EIN 88-2135182 or by the name MONTESSORI ORIGINS FOUNDATION.
- 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
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 accomplishments
- 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 LANGUAGEExpenses $75,720
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-EZ on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 88-2135182
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2022
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B12)
- Assets (IRS master file)
- $37,920
- Income (IRS master file)
- $60,815
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2024 | $60,815 | $91,888 | $37,920 | XML |
| 990-EZ | December 2023 | $17,503 | $65,359 | $69,729 | XML |
| 990-EZ | December 2022 | – | – | – | 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 88-2135182).
Questions about MONTESSORI ORIGINS FOUNDATION
- What is the EIN of MONTESSORI ORIGINS FOUNDATION?
- The employer identification number (EIN) of MONTESSORI ORIGINS FOUNDATION is 88-2135182.
- Is MONTESSORI ORIGINS FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
- Are donations to MONTESSORI ORIGINS FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MONTESSORI ORIGINS FOUNDATION 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 MONTESSORI ORIGINS FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MONTESSORI ORIGINS FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended December 2024.
- Who are the officers and directors of MONTESSORI ORIGINS FOUNDATION?
- The 990-EZ for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
- How much revenue does MONTESSORI ORIGINS FOUNDATION have?
- On its 990-EZ for the year ended December 31, 2024 it reported revenue of $60,815, expenses of $91,888 and total assets of $37,920 at year end.
Other nonprofits in SAINT HELENA
- QA COMMONS INC EIN 83-3025113 · last filed 990 for 2025
- ST HELENA PRESCHOOL FOR ALL INC EIN 46-4214921 · last filed 990 for 2025
- FRIENDS AND FOUNDATION ST HELENA PUBLIC LIBRARY EIN 26-3043296 · last filed 990 for 2025
- THE SYMPOSIUM FOR PROFESSIONAL WINE WRITERS EIN 06-1761208 · last filed 990-EZ for 2024
- ST HELENA PUBLIC SCHOOLS FOUNDATION ENDOWMENT TRUST EIN 94-3165930 · last filed 990 for 2025
- DAMIAN MALDONADO MEMORIAL FOUNDATION INC EIN 27-3820288 · last filed 990-EZ for 2024
- ST HELENA KIWANIS FOUNDATION EIN 45-0497258 · last filed 990-N for 2024
- CAMPUS READY FOUNDATION EIN 39-2532572 · last filed 990-N for 2025