2025-05-15T09:31:06-04:00 2023-06-30 BDO USA ONE INTERNATIONAL PLACE BOSTON MA 02110 990 2022-07-01 205197160 Newton Montessori School Inc % JOSEPH JOLLY NEWT 6179694488 80 Crescent Avenue Newton Centre MA 02459 ELIZABETH BLACK HEAD OF SCHOOL 6179694488 2025-05-12 true Brian Vigneault P00540650 6174220700 2022 2025-03-06 01:10:19Z X Wellan Montessori School ELIZABETH BLACK 80 Crescent Avenue Newton Centre MA 02459 12351227 false X WWW.NEWTONMONTESSORI.ORG X 2006 MA OPERATION OF MONTESSORI SCHOOL. 17 16 125 16 0 0 296232 1787052 10579639 10506508 42992 43102 0 -34000 10918863 12302662 1498206 1422430 0 0 5975988 6405455 0 0 11540 3068579 3490893 10542773 11318778 376090 983884 13663557 16113715 12020156 13481657 1643401 2632058 X SEE SCHEDULE O. false false 8262204 1422430 10506508 CO-EDUCATIONAL SCHOOL FOR STUDENTS FROM 15 MONTHS TO SIXTH GRADE. 8262204 true true false false false false false false false false true false false true true true true false true false false false false false true false false false true true false false false false false false false false false false false false false false false false false true 40 0 true 125 true false false false false false false false false false false false false X 17 16 false false false false false false false true true false false true true true true true false true true false MA X X JOSEPH JOLLY 6179694488 80 CRESCENT AVENUE NEWTON CENTRE MA 02459 X JOSEPH JOLLY CFO/COO, DIR. OF DEV. & LEGAL 40.0 0.0 X 200746 0 59838 ELIZABETH BLACK HEAD OF SCHOOL 40.0 0.0 X X 240566 0 9644 CARA CANDAL PRESIDENT 1.0 0.0 X X 0 0 0 SABEENA CHACKO RASKIN VICE PRESIDENT 1.0 0.0 X X 0 0 0 BRIAN ALFERMANN TREASURER 1.0 0.0 X X 0 0 0 JILL DUMAS CLERK 1.0 0.0 X X 0 0 0 DAVID BONO TRUSTEE 1.0 0.0 X 0 0 0 ERICA DEROSA TRUSTEE 1.0 0.0 X 0 0 0 CHAD HINKLE TRUSTEE 1.0 0.0 X 0 0 0 BOB KANE TRUSTEE 1.0 0.0 X 0 0 0 IAN LANG TRUSTEE 1.0 0.0 X 0 0 0 AMY PERRAULT TRUSTEE 1.0 0.0 X 0 0 0 ASHWIN RAJENDRA TRUSTEE 1.0 0.0 X 0 0 0 RUBEN RODRIGUES TRUSTEE 1.0 0.0 X 0 0 0 CHARLES RUDNICK TRUSTEE 1.0 0.0 X 0 0 0 AVI SPIER TRUSTEE 1.0 0.0 X 0 0 0 KERRY STEVENS TRUSTEE 1.0 0.0 X 0 0 0 DAVINA HARRIS-SWANN TRUSTEE 1.0 0.0 X 0 0 0 441312 0 69482 3 false true false CITYWIDE CONTRACTING LLC PO BOX 51599 BOSTON MA 02205 CONSTRUCTION 885554 SACRED HEART CHURCH 1337 CENTRE STREET NEWTON MA 02459 REAL ESTATE 691023 CIC HEALTH TESTING SERVICES LLC ONE BROADWAY 14TH FLOOR CAMBRIDGE MA 02142 HEALTH 143085 CT CONSTRUCTION LLC PO BOX 95022 NEWTON MA 02495 CONSTRUCTION 119690 4 22150 1609614 155288 1787052 TUITION AND FEES 611710 9454412 9454412 EARLY AND LATE CARE 611710 492967 492967 SUMMER CAMP 611710 273177 273177 ENRICHMENT CLASSES 611710 160000 160000 VACATION CARE 611710 109251 109251 16701 16701 10506508 43102 43102 0 0 0 0 0 0 14565 22150 48565 -34000 -34000 0 0 0 0 0 0 0 12302662 10506508 9102 0 1422430 1422430 0 0 514657 514657 0 4874764 3942200 932564 116771 106350 10421 475594 382811 92783 423669 317862 105807 0 6202 6202 21522 21522 0 0 0 478256 205663 272593 132817 123216 9601 168262 10396 156431 1435 111692 5847 105845 0 1009351 797601 211750 0 0 121885 724 120657 504 0 0 653561 546689 106872 59752 644 59108 BAD DEBT EXPENSE 136546 136546 0 REPAIRS AND MAINTENANCE 89265 71160 18105 CLASSROOM MATERIALS & SUPP. 70743 70377 366 CURRICULAR EVENTS 77943 55814 22129 353096 189090 164006 11318778 8262204 3045034 11540 686 1760 3177297 3266137 0 0 145169 5421 0 0 0 0 0 0 0 0 72251 32564 5912641 4124400 1501889 1788241 922867 948901 0 0 0 0 0 0 7843398 10070691 13663557 16113715 870458 1083728 0 0 2728573 3174560 0 0 0 0 0 0 0 0 0 0 8421125 9223369 12020156 13481657 X 1643401 2632058 0 0 1643401 2632058 13663557 16113715 983884 4773 X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5039538 3476197 1563341 873103 648203 224900 0 0 0 1788241 RIGHT OF USE ASSET 8541080 EMPLOYEE RETENTION CREDITS 1509561 HEALTHCARE DEPOSIT 15050 SECURITY DEPOSIT 5000 10070691 0 LEASE LIABILITY 9223369 9223369 X 10933570 4773 -1422430 -1417657 12351227 -48565 -48565 12302662 9944913 48565 48565 9896348 1422430 1422430 11318778 SCHEDULE D, PART X, LINE 2: The School is a nonprofit organization and is exempt from income taxes under the provisions of Section 501(c)(3) of the Internal Revenue Code. Accordingly, no provision for income taxes is reflected in the accompanying statements of activities. Tax years from June 30, 2020, through the current tax year remain open for examination by federal and state tax authorities. Under ASC 740, an organization must recognize the financial statement effects of a tax position taken for tax return purposes when it is more likely than not that the position will not be sustained upon examination by a taxing authority. The School does not believe it has taken any material uncertain tax positions, and accordingly, it has not recorded any liability for unrecognized tax benefits. The School has filed for and received income tax exemptions in the jurisdictions where it is required to do so. Additionally, the School has filed IRS Form 990 information returns, as required, and all other applicable returns in jurisdictions where so required. For the years ended June 30, 2023 and 2022, there were no interest or penalties recorded or included in the statements of activities. SCHEDULE D, PART XI, LINE 2D: TUITION DISCOUNTS $(753,600) FINANCIAL AID $(668,830) ------------- TOTAL $(1,422,430) SCHEDULE D, PART XI, LINE 4B: FUNDRAISING EVENT EXPENSES : $(48,565) SCHEDULE D, PART XII, LINE 2D: FUNDRAISING EVENT EXPENSES : $48,565 SCHEDULE D, PART XII, LINE 4B: TUITION DISCOUNTS $753,600 FINANCIAL AID $668,830 ------------- TOTAL $1,422,430 true true true true true true true false false false false false false false false false false true SCHEDULE E, PART I, LINE 3: BOTH APPLICATION FOR ADMISSION AND ANY ADVERTISING OF NEWTON MONTESSORI SCHOOL PUBLISHES ITS "NOTICE OF NONDISCRIMINATORY POLICY AS TO STUDENTS." THE SCHOOL ALSO PUBLISHED NOTICES IN TWO COMMUNITY NEWSPAPERS. GALA 36715 22150 14565 3115 37198 6335 1917 0 36715 22150 14565 3115 37198 6335 1917 48565 -34000 true FINANCIAL AID & TUITION DISCOUNT 92 1422430 SCHEDULE I, PART I, LINE 2: THE ORGANIZATION MAINTAINS RECORDS TO SUBSTANTIATE THE AMOUNT OF GRANTS OR ASSISTANCE AND THE SELECTION CRITERIA USED TO AWARD THE GRANTS OR ASSISTANCE. X X X false false false false false false false false false JOSEPH JOLLY CFO/COO, DIR. OF DEV. & LEGAL 200746 0 0 0 0 0 6254 0 53584 0 260584 0 0 0 ELIZABETH BLACK HEAD OF SCHOOL 240566 0 0 0 0 0 7498 0 2146 0 250210 0 0 0 SCHEDULE J, Part II: THE SCHOOL PROVIDES A CODE SECTION 403(B) RETIREMENT PLAN (THE "PLAN") FOR EMPLOYEES. UNDER THE TERMS OF THE PLAN, ELIGIBLE EMPLOYEES CAN ELECT TO CONTRIBUTE A PORTION OF THEIR ELIGIBLE COMPENSATION TO THE PLAN. THE SCHOOL WILL MATCH UP TO 3% OF AN ELIGIBLE EMPLOYEE'S BASE SALARY PER DAY PERIOD, UP TO A MAXIMUM OF $3,000 ON AN ANNUAL BASIS. FORM 990, BOX B, AMENDED RETURN: NEWTON MONTESSORI SCHOOL, INC. RETURN WAS AMENDED ONCE THEIR AUDIT WAS COMPLETE FOR 06/30/2023 YEAR-END. BELOW ARE THE SECTIONS OF THE RETURN THAT WERE UPDATED: -990, BOX B, AMENDED RETURN -990, BOX C, DOING BUSINESS AS -990, BOX G, GROSS RECEIPTS -990, PART I, CURRENT YEAR NUMBERS & PRIOR YEAR NUMBERS -990, PART III, LINE 4A - EXPENSE & REVENUE TOTALS -990, PART IV, LINES 11D, 11E, 11F, AND 12A ARE NOW YES -990, PART VIII -990, PART IX -990, PART X -990, PART XI -990, PART XII -SCHEDULE D, PARTS VI,IX, X, XI, XII AND XIII -SCHEDULE O FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: NEWTON MONTESSORI SCHOOL IS A DIVERSE, COLLABORATIVE COMMUNITY COMMITTED TO EDUCATING CHILDREN FROM TODDLERS TO SIXTH GRADE THROUGH THE MONTESSORI PHILOSOPHY. WE EMPOWER CHILDREN, FAMILIES, AND STAFF TO REACH THEIR FULLEST POTENTIAL AS PASSIONATE LIFE-LONG LEARNERS WHO ARE CONFIDENT. INDEPENDENT THINKERS ARE CARING, RESPONSIBLE CONTRIBUTORS TO PEACE IN OUR WORLD. FORM 990, PART VI, SECTION B, LINE 11: THE COPY OF THE 990 WILL BE REVIEWED AS SOON AS POSSIBLE BEFORE IT IS FILED AT THE NEXT REGULARLY SCHEDULED BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 12C: REVIEW AND WRITTEN ACCEPTANCE OF THE CONFLICT OF INTEREST POLICY IS REQUIRED ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15A & 15B: WE USE (1) A WRITTEN EMPLOYMENT CONTRACT, (2) COMPENSATION SURVEY CONDUCTED IN JULY 2019, AND (3) APPROVAL BY BOARD OF COMPENSATION COMMITTEE. THE BOARD DOES HAVE ACCESS TO VARIOUS RESOURCES WHICH ASSIST THE BOARD IN DETERMINING THE CEO'S (I.E., THE HEAD OF SCHOOL) SALARY. THE CEO IS RESPONSIBLE FOR DETERMINING THE ONLY OTHER "OFFICER'S" SALARY, I.E., THE CFO. FORM 990, PART VI, SECTION C, LINE 19: GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE ALL AVAILABLE UPON REQUEST.