2014-11-04T13:36:38-06:00 2014-06-30 042684828 FEELEY & DRISCOLL PC 200 PORTLAND STREET BOSTON MA 02114 990 2013-07-01 205197160 NEWTON MONTESSORI SCHOOL INC NEWT 6179694488 80 CRESCENT AVENUE NEWTON CENTRE MA 02459 ELIZABETH BLACK HEAD OF SCHOOL 6179694488 2014-10-15 1 ALAN GAROFALO P00744592 6177427788 2013 2015-11-30 17:44:51Z ELIZABETH BLACK 80 CRESCENT AVENUE NEWTON CENTRE MA 02459 4605887 0 X WWW.NEWTONMONTESSORI.ORG X 2006 MA OPERATION OF MONTESSORI SCHOOL. 20 19 72 20 0 0 62955 69193 4193005 4455308 6480 4062 69532 46642 4331972 4575205 0 227910 0 0 2814889 2967364 0 0 3244 1351450 1135191 4166339 4330465 165633 244740 5430889 5114861 4305496 3744728 1125393 1370133 X 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 AND CARING,RESPONSIBLE CONTRIBUTORS TO PEACE IN OUR WORLD. 0 0 3084034 227910 4455308 CO-EDUCATIONAL SCHOOL FOR STUDENTS FROM 15 MONTHS TO SIXTH GRADE. 3084034 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 72 1 0 0 0 0 0 0 0 0 0 0 X 20 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 1 0 MA X X LISA HALM 6179694488 80 CRESCENT AVENUE NEWTON CENTRE MA 02459 LAURA GASSNER OTTING CLERK 1.00 X 0 0 0 SUNG PARK MEMBER 1.00 X 0 0 0 ADRIAN HILL MEMBER 1.00 X 0 0 0 ROLAND LEMAY MEMBER 1.00 X 0 0 0 STACIE WENINGER MEMBER 1.00 X 0 0 0 LINDA WOODARD PRESIDENT 1.00 X 0 0 0 WARD BROWN MEMBER 1.00 X 0 0 0 STEPHEN ESPOSITO MEMBER 1.00 X 0 0 0 JOE JOLLY MEMBER 1.00 X 0 0 0 DENISE GEE MEMBER 1.00 X 0 0 0 NICK MORGAN TREASUER 1.00 X 0 0 0 TARLIN RAY VICE PRESIDENT 1.00 X 0 0 0 ELIZABETH BLACK HEAD OF SCHOOL 40.00 X X 82115 0 10892 HATTIE KERWIN DERRICK SECRETARY 1.00 X 0 0 0 BRIAN ALFERMANN MEMBER 1.00 X 0 0 0 ADRIAN DEDOMENICO MEMBER 1.00 X 0 0 0 LIZ LARESEN MEMBER 1.00 X 0 0 0 SUSA VISURI MEMBER 1.00 X 0 0 0 CAROL STUCKEY MEMBER 1.00 X 0 0 0 JON WHITE MEMBER 1.00 X 0 0 0 LISA HALM DIRECTOR OF FINANCE 40.00 X 100307 0 12242 ELLEN KELLEY FORMER HEAD OF SCHOOL 40.00 X 70000 0 0 JOE FERBER FORMER INTERIM HEAD OF SCHOOL 40.00 X 89385 0 0 341807 0 23134 1 1 0 0 0 69193 69193 TUITION AND FEES 611710 4023659 4023659 EARLY AND LATE CARE 611710 243905 243905 SUMMER CAMP 611710 87890 87890 ENRICHMENT CLASSES 611710 74495 74495 VACATION CARE 611710 22215 22215 3144 3144 4455308 4062 4062 77324 30682 46642 46642 4575205 4455308 0 50704 227910 227910 176346 176346 2332011 1879402 452609 38826 24912 13914 202762 149002 53760 217419 160769 56650 55042 4430 50612 27184 27184 12000 12000 36801 33557 3244 125371 46667 78704 422283 333603 88680 17920 671 17249 133619 105559 28060 25614 25614 REPAIRS AND MAINTENANCE 77577 23846 53731 UTILITIES 74011 58468 15543 STUDENT ENRICHMENT 43545 43545 THIRD PARTY SERVICER FE 33039 33039 51185 25250 25935 4330465 3084034 1243187 3244 2010405 2303625 3028427 2493433 31534 7948 851830 541975 360523 309855 5430889 5114861 34398 29904 3824638 3263035 446460 451789 4305496 3744728 X 1125393 1370133 1125393 1370133 5430889 5114861 244740 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 516942 370122 146820 334888 171853 163035 309855 ACCRUED PAYROLL 393881 DEFERRED RENT 57908 451789 X 4373915 30682 30682 4343233 231972 231972 4575205 4133237 30682 30682 4102555 227910 227910 4330465 PART X, LINE 2: THE TRUST ANNUALLY EVALUATES ITS TAX STATUS AND TAX POSITIONS TAKEN WITH RESPECT TO ITS OPERATIONS AND FINANCIAL POSITION. TAX YEARS JUNE 30, 2010 THROUGH THE CURRENT TAX YEAR REMAIN OPEN FOR EXAMINATION BY FEDERAL AND STATE TAX AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES PART XI, LINE 4B - OTHER ADJUSTMENTS: INTEREST SCHOLARSHIPS AND FINANCIAL ASSISTANCE (NET OF REVENUE ON FS) PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE PART XII, LINE 4B - OTHER ADJUSTMENTS: INTEREST SCHOLARSHIPS AND FINANCIAL ASSISTANCE (NET OF REVENUE ON FS) RECONCILIATION THE RECONCILIATION OF INCOME AND EXPENSES FROM THE FINANCIAL STATEMENTS TO THE 990 IS SCHOLARSHIPS AND FINANCIAL ASSISTANCE. THIS IS SHOWN NET OF REVENUE ON THE FINANCIAL STATEMENTS AND AS AN EXPENSE ON THE 990 IN THE AMOUNT OF $227,910. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 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. MA AUCTION EVENT 67214 67214 30862 OTHER FUNDRAISING EVENTS 10110 10110 77324 77324 30862 30862 46462 1 INSTITUTIONAL SCHOLARSHIPS 37 227900 FAIR MARKET VALUE 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 1 0 0 0 0 0 0 0 0 ELLEN KELLEY FORMER HEAD OF SCHOOL 70000 0 0 0 0 0 0 0 0 0 70000 0 0 0 JOE FERBER FORMER INTERIM HEAD OF SCHOOL 89385 0 0 0 0 0 0 0 0 0 89385 0 0 0 PART I, LINE 4A ELLEN KELLEY RECEIVED THE REMAINDER OF HER SEVERANCE PAY FOR $70,000. 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 15 THE BOARD OF DIRECTORS HAS ACCESS TO INDEPENDENT RESOURCES FOR NON-PROFIT ADVISORY SERVICES. THESE ARE USED TO DETERMINE OFFICER SALARIES. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE ALL AVAILABLE UPON REQUEST.