2023-04-13T01:21:16-05:00 2022-06-30 042943536 TONNESON & COMPANY PC 401 EDGEWATER PLACE SUITE 300 WAKEFIELD MA 018806208 990 2021-07-01 042104370 THE KINGSLEY MONTESSORI SCHOOL INC KING 6172264900 30 FAIRFIELD STREET BOSTON MA 02116 JAMES BONSEY ASSOCIATE HEAD OF SCHOOL/CFO & COO 6175365984 2023-04-03 1 JAMES BONSEY 999009999 JODY K BOOTH P00963825 7812459999 2023-03-28 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z JAMES BONSEY 30 FAIRFIELD STREET BOSTON MA 02116 12187300 0 X WWW.KINGSLEY.ORG X 1945 MA TO PROVIDE EDUCATION TO STUDENTS IN GRADES TODDLER TO SIXTH 18 18 141 81 0 0 1067767 1349885 11303338 10830750 2611 515 -8286 -21544 12365430 12159606 655001 440789 0 0 7394707 7949775 0 0 404509 4359366 4197726 12409074 12588290 -43644 -428684 12852129 12575213 8888344 9040112 3963785 3535101 TO ENGAGE THE MIND, HANDS, AND HEART OF EACH CHILD TO NURTURE RESILIENT EXPLORERS, CONFIDENT LEARNERS, AND EMPATHETIC CITIZENS. 0 0 9773397 440789 10830750 THE KINGSLEY MONTESSORI SCHOOL, INC. MAINTAINS A NON-PROFIT PRIVATE SCHOOL AND, IN GENERAL, CONDUCTS ACTIVITIES FOR THE PROMOTION OF EDUCATION AND INSTRUCTION OF STUDENTS. 9773397 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 48 0 1 141 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MA X X JAMES BONSEY 6172264900 30 FAIRFIELD STREET BOSTON MA 02116 TARA JORDAN CHAIR OF THE BOARD 1.00 X X 0 0 0 VIVA HYATT CLERK 1.00 X X 0 0 0 HEATHER CARRILLO TREASURER 1.00 X X 0 0 0 NIK SHAH VICE CHAIR OF THE BOARD 1.00 X X 0 0 0 ROB ALBRO TRUSTEE 1.00 X 0 0 0 CINDY BROWN TRUSTEE 1.00 X 0 0 0 LUKE BURNS TRUSTEE 1.00 X 0 0 0 ELLIE CHU TRUSTEE 1.00 X 0 0 0 MORAD ELHAFED TRUSTEE 1.00 X 0 0 0 MATTHEW FRIEDMAN TRUSTEE 1.00 X 0 0 0 DANIELLE FRISSELL TRUSTEE 1.00 X 0 0 0 INGRID HAMMOND TRUSTEE 1.00 X 0 0 0 ASHLEY JACOBS TRUSTEE 1.00 X 0 0 0 MARIA PANTAZIS TRUSTEE 1.00 X 0 0 0 ALEXIS ROGERS TRUSTEE 1.00 X 0 0 0 TEDD SAUNDERS TRUSTEE 1.00 X 0 0 0 ROB SMALL TRUSTEE 1.00 X 0 0 0 JASON WEINER TRUSTEE 1.00 X 0 0 0 STEPHEN FARLEY HEAD OF SCHOOL 40.00 X X 271830 0 37193 JAMES BONSEY ASSOC. HEAD OF SCHOOL/CFO/ 40.00 X 187582 0 20407 COURTNEY TOMASELLI CHIEF ADVANCEMENT OFFICER 40.00 X 139794 0 18112 TARA HOFHERR DIRECTOR OF UPPER ELEMENTA 40.00 X 115755 0 15340 JAMIE LACROIX DIRECTOR OF MARKETING & CO 40.00 X 111382 0 11197 PETER ZETLAN DIRECTOR OF EARLY CHILDHOOD & MONTESSORI EDUCATION 40.00 X 109216 0 6168 935559 0 108417 6 0 1 0 CIC HEALTH TESTING SERVICES LLC 1 BROADWAY 14TH FLOOR CAMBRIDGE MA 02466 HEALTH CARE 131586 1 190716 1159169 95681 1349885 TUITION AND FEES 611600 10222676 10222676 OTHER ACTIVITIES 611600 608074 608074 10830750 515 515 6150 190716 27694 -21544 -21544 12159606 10830750 0 -21029 440789 440789 554643 194125 360518 5893362 4636177 975874 281311 216084 178666 26186 11232 811812 622562 153322 35928 473874 357269 95739 20866 43866 43866 60937 60937 15000 15000 613534 496866 116668 1571907 1414717 157190 126777 114099 12678 440269 396242 44027 92290 79456 12834 CLEANING SERVICE 221761 199585 22176 REPAIRS AND MAINTENANCE 199038 179134 19904 MISCELLANEOUS 188047 6451 126424 55172 STUDENT ACTIVITIES 187174 187174 437126 270085 167041 12588290 9773397 2410384 404509 8460 24713 7744022 7719067 146767 43951 43141 20048 42880 128623 10781607 6314191 4676565 4467416 190294 171395 12852129 12575213 706413 689438 3743673 4087721 4207597 3978921 230661 284032 8888344 9040112 X 3089662 2978327 874123 556774 3963785 3535101 12852129 12575213 -428684 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 37000 37000 2473834 1553297 920537 6923926 3538820 3385106 1262872 1222074 40798 83975 83975 4467416 ACCRUED RENT 284032 284032 X 11746511 27694 27694 11718817 440789 440789 12159606 12175195 27694 27694 12147501 440789 440789 12588290 PART X, LINE 2: IN ACCORDANCE WITH SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, THE SCHOOL IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES AND, ACCORDINGLY, THE FINANCIAL STATEMENTS DO NOT REFLECT A PROVISION FOR INCOME TAXES. THESE DETERMINATIONS HAVE BEEN REVIEWED ACCORDING TO GUIDANCE IN A RECENT FINANCIAL ACCOUNTING STANDARDS BOARD PRONOUNCEMENT RELATED TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. IN DETERMINING THE RECOGNITION OF UNCERTAIN TAX POSITIONS, THE SCHOOL NOW APPLIES A MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD AND DETERMINES THE MEASUREMENT OF UNCERTAIN TAX POSITIONS CONSIDERING THE AMOUNTS AND PROBABILITIES OF THE OUTCOMES THAT COULD BE REALIZED UPON ULTIMATE SETTLEMENT WITH TAXING AUTHORITIES. AS OF JUNE 30, 2022, THE SCHOOL HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE SCHOOL IS GENERALLY SUBJECT TO POTENTIAL EXAMINATION BY TAXING JURISDICTIONS FOR THE PRIOR THREE YEARS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE 27,694. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 440,789. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE 27,694. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 440,789. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THE KINGSLEY MONTESSORI SCHOOL PUBLICIZES THEIR NONDISCRIMINATORY POLICY THROUGH THE BOSTON GLOBE AND CERTAIN OTHER PUBLICATIONS. BIG BITES FOR BIG MINDS 196866 190716 6150 27694 196866 190716 6150 27694 27694 -21544 1 FINANCIAL AID/SCHOLARSHIP 32 440789 PART I, LINE 2: A LIMITED NUMBER OF SCHOLARSHIPS FINANCED PRIMARILY BY FUNDRAISING EVENTS ARE AVAILABLE DEPENDING ON THE CURRENT FINANCIAL CONDITION OF THE SCHOOL. SCHOLARSHIPS ARE BASED UPON NEED. THE FINANCIAL AID COMMITTEE HAS SOLE DISCRETION IN DETERMINING WHO IS AWARDED A SCHOLARSHIP. THE BUSINESS OFFICE PRODUCES REPORTS IN ORDER TO VERIFY AGAINST STUDENT BILLING. X X X X 0 1 0 0 0 1 0 0 0 STEPHEN FARLEY HEAD OF SCHOOL 271830 0 0 0 0 0 0 0 37193 0 309023 0 0 0 JAMES BONSEY ASSOC. HEAD OF SCHOOL/CFO/ 187582 0 0 0 0 0 0 0 20407 0 207989 0 0 0 COURTNEY TOMASELLI CHIEF ADVANCEMENT OFFICER 139794 0 0 0 0 0 0 0 18112 0 157906 0 0 0 PART I, LINE 4B 4B: STEVE FARLEY 457B = $19,500 4B: JAMES BONSEY 457B = $19,500 PART I, LINE 6 THE HEAD OF SCHOOL'S BONUS IS CONTINGENT ON THE SCHOOL MEETING CERTAIN BUDGET THRESHOLDS. A MASSACHUSETTS DEVELOPMENT FINANCE AGENCY 043431814 2015-04-30 5300000 REPAY 2005 BOND AND FINANCE RENOVATION OF ADDITIONAL SPACE LEASED BY SCHOOL 0 0 0 A 1321079 5300000 75738 2717338 2506924 1 0 1 1 A 0 0 0 0 0 0 0 A 0 0 0 0 0 0 0 0 0 A 0 X 8 95681 MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS FIRST PREPARED BY THE OUTSIDE AUDITORS,AND THEN REVIEWED BY THE CFO/COO. THE RETURN IS THEN SUBMITTED FOR APPROVAL TO THE AUDIT COMMITTEE AND PRIOR TO FILING IS MADE AVAILABLE TO THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 12C DIRECTORS, TRUSTEES AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE ANNUALLY ANY INTERESTS BECAUSE IT IS IMPORTANT FOR MANAGEMENT AND THE BOARD OF TRUSTEES TO BE AWARE OF ANY POTENTIAL CONFLICTS FORM 990, PART VI, SECTION B, LINE 15A THE PROCESS OF DETERMINING COMPENSATION FOR THE ORGANIZATION'S HEAD OF SCHOOL INCLUDES ENGAGING A CONSULTANT THAT UTILIZES FORM 990 OF SIMILAR ORGANIZATIONS AS BENCHMARKS, REVIEW BY THE COMPENSATION COMMITTEE, COMPARISON TO A RELATIVE COMPENSATION SURVEY, AND ULTIMATELY APPROVAL BY THE ORGANIZATION'S BOARD OF TRUSTEES. FORM 990, PART VI, SECTION C, LINE 19 THE 990 IS MADE AVAILABLE TO THE PUBLIC UPON REQUEST AND THROUGH WWW.GUIDESTAR.COM.