2025-05-15T09:31:48-04:00 2024-06-30 BDO USA ONE INTERNATIONAL PLACE BOSTON MA 02110 990 2023-07-01 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 true Brian Vigneault P00540650 6174220700 2023 2025-03-06 01:10:19Z WELLAN MONTESSORI SCHOOL Elizabeth Black 80 Crescent Avenue Newton Centre MA 02459 12028318 false X www.newtonmontessori.org X 2006 MA OPERATION OF PRE-K TO GRADE 8 INDEPENDENT MONTESSORI SCHOOL. 18 18 138 23 0 0 1787052 189978 10506508 11700713 43102 137627 -34000 0 12302662 12028318 1422430 1662275 0 0 6405455 7183890 0 0 70631 3490893 3370982 11318778 12217147 983884 -188829 16113715 15312409 13481657 12846419 2632058 2465990 X SEE SCHEDULE O. false false 9122120 1662275 11700713 CO-EDUCATIONAL SCHOOL FOR STUDENTS FROM PRE-K TO GRADE 8. 9122120 true true false false false false false false false false true false false true true true true false true false false false false false false false false false true true false false false false false false false false false false false false false false false false false true 30 0 true 138 true false false false false false false false false false false false false X 18 18 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 ELIZABETH BLACK HEAD OF SCHOOL 60.0 0.0 X 248222 0 11358 JOSEPH JOLLY CFO/COO, DIR. OF DEV. & LEGAL 60.0 0.0 X 207611 0 44719 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 TOM CARTER TRUSTEE 1.0 0.0 X 0 0 0 SREE CHAGUTURU TRUSTEE 1.0 0.0 X 0 0 0 ERICA DEROSA TRUSTEE 1.0 0.0 X 0 0 0 BOB KANE TRUSTEE 1.0 0.0 X 0 0 0 NOELLE KELSO TRUSTEE 1.0 0.0 X 0 0 0 IAN LANG TRUSTEE 1.0 0.0 X 0 0 0 NINA MATHUR 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 JON SCHAFFRATH 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 455833 0 56077 2 false true false Sacred Heart Church 1337 Centre Street NEWTON MA 02459 BUILDING LEASE 811341 CITY WIDE OF BOSTON 293 BOSTON POST ROAD WEST SUITE 34 MARLBOROUGH MA 01752 CLEANING SVCS 122618 DAN'S PAINTING GENERAL CONTRACTIN 72 ASH STREET WALTHAM MA 02453 CONSTRUCTION 106867 3 90 189888 189978 TUITION AND FEES 611710 10485454 10485454 EARLY AND LATE CARE 611710 506162 506162 ENRICHMENT CLASSES 611710 288672 288672 SUMMER CAMP 611710 288470 288470 VACATION CARE 611710 100078 100078 31877 31877 11700713 137627 137627 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 12028318 11700713 137627 0 1662275 1662275 0 0 517232 517232 0 5446465 4455110 991355 173756 112821 60935 548868 453871 94997 497569 396020 101549 0 35634 35634 103457 103457 0 0 0 461569 316250 145319 192416 130515 61901 122056 2870 117792 1394 94631 9729 84902 0 934786 753843 180943 0 0 130449 199 122914 7336 0 0 690315 578890 111425 67172 67172 AUXILLARY PROGRAMS COSTS 153660 153660 REPAIRS AND MAINTENANCE 85094 66342 18752 CLASSROOM MATERIALS & SUPP. 75286 75188 98 CURRICULAR EVENTS 74414 48223 26191 150043 36829 113214 12217147 9122120 3024396 70631 1760 2977 3266137 4764215 0 0 5421 5182 0 0 0 0 0 0 0 0 32564 40297 6293850 4742185 1788241 1551665 948901 1006121 0 0 0 0 0 0 10070691 7941952 16113715 15312409 1083728 869774 0 0 3174560 3299924 0 0 0 0 0 0 0 0 0 0 9223369 8676721 13481657 12846419 X 2632058 2465990 0 0 2632058 2465990 16113715 15312409 -188829 22761 X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5393451 4032339 1361112 900399 709846 190553 1551665 RIGHT OF USE ASSET 7921902 HEALTHCARE DEPOSIT 15050 SECURITY DEPOSIT 5000 7941952 0 LEASE LIABILITY 8676721 8676721 X 10388804 22761 -1662275 -1639514 12028318 12028318 10554872 10554872 1662275 1662275 12217147 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, 2024 and 2023, there were no interest or penalties recorded or included in the statements of activities. SCHEDULE D, PART XI, LINE 2D: TUITION DISCOUNTS $(939,900) FINANCIAL AID $(722,375) ------------- TOTAL $(1,662,275) SCHEDULE D, PART XII, LINE 4B: TUITION DISCOUNTS $939,900 FINANCIAL AID $722,375 ------------- TOTAL $1,662,275 true true true true true true true false false false false false false false false false false true SCHEDULE E, PART I, LINE 3: NEWTON MONTESSORI SCHOOL INC DBA WELLAN MONTESSORI SCHOOL PUBLISHES ITS "NOTICE OF NONDISCRIMINATORY POLICY AS TO STUDENTS" ON ITS WEBSITE, ON ITS APPLICATION FOR ADMISSIONS, AND IN ITS PUBLISHED HANDBOOKS. true FINANCIAL AID & TUITION DISCOUNT 90 1662275 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 X false false false false false false false false false JOSEPH JOLLY CFO/COO, DIR. OF DEV. & LEGAL 207611 0 0 0 0 0 9482 0 35237 0 252330 0 0 0 ELIZABETH BLACK HEAD OF SCHOOL 248222 0 0 0 0 0 11358 0 0 0 259580 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, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: NEWTON MONTESSORI SCHOOL, INC. DBA WELLAN MONTESSORI SCHOOL ("WELLAN") IS AN INDEPENDENT SCHOOL FOR STUDENTS AGE 15 MONTHS - GRADE 8. WELLAN'S MISSION IS TO CREATE A WELCOMING, DIVERSE SCHOOL COMMUNITY IN WHICH LEARNERS ARE INSPIRED TO STRIVE FOR EXCELLENCE AND CONTRIBUTE POSITIVELY TO THEIR COMMUNITIES; CHALLENGED TO EXPLORE BIG IDEAS INDEPENDENTLY AND COLLABORATIVELY; AND EMPOWERED TO PURSUE THEIR GOALS WITH CONFIDENCE, PERSISTENCE, AND INTEGRITY. 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.