NEWTON MONTESSORI SCHOOL INC: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization: NEWTON MONTESSORI SCHOOL INC (EIN 20-5197160)
Tax period: 2024-07-01 to 2025-06-30
Filed: 2026-05-15
IRS object ID: 202631359349314178
Schema version: 2024v5.1
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule D
Schedule E
Schedule I
Schedule J
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2026-05-15T16:41:45+00:00	ReturnTs
Tax Period End	2025-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	135381590	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	BDO USA	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	ONE INTERNATIONAL PLACE	AddressLine1Txt
City	BOSTON	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02110	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2024-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	205197160	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	NEWTON MONTESSORI SCHOOL INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	NEWT	BusinessNameControlTxt
Phone	6179694488	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	80 CRESCENT AVENUE	AddressLine1Txt
City	NEWTON CENTRE	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02459	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	ELIZABETH BLACK	PersonNm
Person Title	HEAD OF SCHOOL	PersonTitleTxt
Signature	2026-05-15	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	JAKE COOK	PreparerPersonNm
PTIN	P01240455	PTIN
Phone	6174220700	PhoneNum
Preparation	2026-05-15	PreparationDt

Field	Value	IRS element (for citing)
Tax	2024	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

Field	Value	IRS element (for citing)
Business Name Line1	WELLAN MONTESSORI SCHOOL	BusinessNameLine1Txt

Principal Ofcr Business Name PrincipalOfcrBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ELIZABETH BLACK	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	80 CRESCENT AVENUE	AddressLine1Txt
City	NEWTON CENTRE	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02459	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$11,799,988	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.NEWTONMONTESSORI.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	2006	FormationYr
Legal Domicile State	MA	LegalDomicileStateCd
Activity Or Mission	OPERATION OF PRE-K TO GRADE 8 INDEPENDENT MONTESSORI SCHOOL.	ActivityOrMissionDesc
Voting Members Governing Body	19	VotingMembersGoverningBodyCnt
Voting Members Independent	19	VotingMembersIndependentCnt
Total Employee	146	TotalEmployeeCnt
Total Volunteers	25	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
PY Contributions Grants	$189,978	PYContributionsGrantsAmt
CY Contributions Grants	$385,911	CYContributionsGrantsAmt
PY Program Service Revenue	$11,700,713	PYProgramServiceRevenueAmt
CY Program Service Revenue	$10,809,476	CYProgramServiceRevenueAmt
PY Investment Income	$137,627	PYInvestmentIncomeAmt
CY Investment Income	$108,230	CYInvestmentIncomeAmt
PY Other Revenue	$0	PYOtherRevenueAmt
CY Other Revenue	$0	CYOtherRevenueAmt
PY Total Revenue	$12,028,318	PYTotalRevenueAmt
CY Total Revenue	$11,303,617	CYTotalRevenueAmt
PY Grants And Similar Paid	$1,662,275	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$893,441	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$7,183,890	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$7,505,588	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$83,038	CYTotalFundraisingExpenseAmt
PY Other Expenses	$3,370,982	PYOtherExpensesAmt
CY Other Expenses	$3,349,178	CYOtherExpensesAmt
PY Total Expenses	$12,217,147	PYTotalExpensesAmt
CY Total Expenses	$11,748,207	CYTotalExpensesAmt
PY Revenues Less Expenses	-$188,829	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$444,590	CYRevenuesLessExpensesAmt
Total Assets BOY	$15,312,409	TotalAssetsBOYAmt
Total Assets EOY	$19,125,871	TotalAssetsEOYAmt
Total Liabilities BOY	$12,846,419	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$17,090,508	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$2,465,990	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$2,035,363	NetAssetsOrFundBalancesEOYAmt
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.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$8,513,017	ExpenseAmt
Grant	$893,441	GrantAmt
Revenue	$10,809,476	RevenueAmt
Desc	CO-EDUCATIONAL SCHOOL FOR STUDENTS FROM PRE-K TO GRADE 8.	Desc
Total Program Service Expenses	$8,513,017	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	Yes (true)	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	false	LobbyingActivitiesInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	false	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Donor Rstr Or Quasi Endowments	false	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	false	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	Yes (true)	ReportOtherAssetsInd
Report Other Liabilities	Yes (true)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (true)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (true)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	false	ConsolidatedAuditFinclStmtInd
School Operating	Yes (true)	SchoolOperatingInd
Foreign Office	false	ForeignOfficeInd
Foreign Activities	false	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	false	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	false	GrantsToOrganizationsInd
Grants To Individuals	Yes (true)	GrantsToIndividualsInd
Schedule J Required	Yes (true)	ScheduleJRequiredInd
Tax Exempt Bonds	false	TaxExemptBondsInd
Escrow Account	false	EscrowAccountInd
On Behalf Of Issuer	false	OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	false	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	false	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	false	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	false	DisregardedEntityInd
Related Entity	false	RelatedEntityInd
Related Organization Ctrl Ent	false	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	false	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
IRP Document	31	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	146	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	false	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	false	QuidProQuoContributionsInd
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	false	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	19	GoverningBodyVotingMembersCnt
Independent Voting Member	19	IndependentVotingMemberCnt
Family Or Business Rln	false	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	false	MembersOrStockholdersInd
Election Of Board Members	false	ElectionOfBoardMembersInd
Decisions Subject To Approva	false	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Policies Reference Chapters	false	PoliciesReferenceChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (true)	WhistleblowerPolicyInd
Document Retention Policy	false	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (true)	CompensationProcessCEOInd
Compensation Process Other	Yes (true)	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
Written Policy Or Procedure	false	WrittenPolicyOrProcedureInd
States Where Copy Of Return Is Fld	MA	StatesWhereCopyOfReturnIsFldCd
Other Website	Yes (X)	OtherWebsiteInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	JOSEPH JOLLY	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	6179694488	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	80 CRESCENT AVENUE	AddressLine1Txt
City	NEWTON CENTRE	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02459	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Highest Compensated EmployeeHighestCompensatedEmployeeInd
BRIAN ALFERMANN
TREASURER	1.0	Yes (X)	Yes (X)	$0	$0	$0
CARA CANDAL
PRESIDENT	1.0	Yes (X)	Yes (X)	$0	$0	$0
JILL DUMAS
CLERK	1.0	Yes (X)	Yes (X)	$0	$0	$0
SABEENA CHACKO RASKIN
VICE PRESIDENT	1.0	Yes (X)	Yes (X)	$0	$0	$0
ASHWIN RAJENDRA
TRUSTEE	1.0	Yes (X)		$0	$0	$0
AVI SPIER
TRUSTEE	1.0	Yes (X)		$0	$0	$0
BOB KANE
TRUSTEE	1.0	Yes (X)		$0	$0	$0
BRITTANY BORDERS
TRUSTEE	1.0	Yes (X)		$0	$0	$0
CHARLES RUDNICK
TRUSTEE	1.0	Yes (X)		$0	$0	$0
DANA LAU
TRUSTEE	1.0	Yes (X)		$0	$0	$0
DAVINA HARRIS-SWANN
TRUSTEE	1.0	Yes (X)		$0	$0	$0
ERICA DEROSA
TRUSTEE	1.0	Yes (X)		$0	$0	$0
JON SCHAFFRATH
TRUSTEE	1.0	Yes (X)		$0	$0	$0
NICKI EASTBURN
TRUSTEE	1.0	Yes (X)		$0	$0	$0
NINA MATHUR
TRUSTEE	1.0	Yes (X)		$0	$0	$0
NOELLE KELSO
TRUSTEE	1.0	Yes (X)		$0	$0	$0
RUBEN RODRIGUES
TRUSTEE	1.0	Yes (X)		$0	$0	$0
SREE CHAGUTURU
TRUSTEE	1.0	Yes (X)		$0	$0	$0
TOM CARTER
TRUSTEE	1.0	Yes (X)		$0	$0	$0	0.0
ELIZABETH BLACK
HEAD OF SCHOOL	60.0		Yes (X)	$279,747	$0	$13,987
JOSEPH JOLLY
CFO/COO, DIR. OF DEV. & LEGAL	60.0		Yes (X)	$229,286	$0	$43,610
AZURAE HOOD
DIRECTOR OF MARKETING AND ENROLLMENT	40.0			$102,014	$0	$5,100		Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$611,047	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$62,697	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	3	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	false	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (true)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	Address Line2ContractorAddress/USAddress/AddressLine2Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
MATTHES CONSTRUCTION LLC
4 ROSENFELD DR	UNIT C	HOPEDALE	MA	01747	CONSTRUCTION	$1,811,260
DAN'S PAINTING AND GENERAL CONTRACTING
72 ASH STREET		WALTHAM	MA	02453	CONSTRUCTION	$114,062

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	2	CntrctRcvdGreaterThan100KCnt
All Other Contributions	$385,911	AllOtherContributionsAmt
Total Contributions	$385,911	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
TUITION AND FEES	611710	$9,622,192	$9,622,192
EARLY AND LATE CARE	611710	$516,707	$516,707
ENRICHMENT CLASSES	611710	$288,988	$288,988
SUMMER PROGRAM	611710	$276,488	$276,488
VACATION CARE	611710	$86,528	$86,528

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$18,573	TotalRevenueColumnAmt
Related Or Exempt Func Income	$18,573	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$10,809,476	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$104,601	TotalRevenueColumnAmt
Exclusion	$104,601	ExclusionAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$0	RealAmt
Personal	$0	PersonalAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$500,000	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$496,371	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$3,629	SecuritiesAmt
Other	$0	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$3,629	TotalRevenueColumnAmt
Exclusion	$3,629	ExclusionAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$0	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$11,303,617	TotalRevenueColumnAmt
Related Or Exempt Func Income	$10,809,476	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$108,230	ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$893,441	TotalAmt
Program Services	$893,441	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$539,601	TotalAmt
Management And General	$539,601	ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$5,653,789	TotalAmt
Program Services	$4,575,416	ProgramServicesAmt
Management And General	$1,078,373	ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$216,387	TotalAmt
Program Services	$149,495	ProgramServicesAmt
Management And General	$66,892	ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$656,235	TotalAmt
Program Services	$517,889	ProgramServicesAmt
Management And General	$138,346	ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$439,576	TotalAmt
Program Services	$370,131	ProgramServicesAmt
Management And General	$69,445	ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$14,008	TotalAmt
Management And General	$14,008	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$116,222	TotalAmt
Management And General	$116,222	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$277,631	TotalAmt
Program Services	$175,972	ProgramServicesAmt
Management And General	$101,659	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$151,913	TotalAmt
Management And General	$139,365	ManagementAndGeneralAmt
Fundraising	$12,548	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$126,724	TotalAmt
Program Services	$6,085	ProgramServicesAmt
Management And General	$120,292	ManagementAndGeneralAmt
Fundraising	$347	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$97,924	TotalAmt
Program Services	$9,956	ProgramServicesAmt
Management And General	$87,968	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$1,050,470	TotalAmt
Program Services	$838,861	ProgramServicesAmt
Management And General	$211,609	ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$196,761	TotalAmt
Program Services	$1,282	ProgramServicesAmt
Management And General	$125,356	ManagementAndGeneralAmt
Fundraising	$70,123	FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$695,313	TotalAmt
Program Services	$601,256	ProgramServicesAmt
Management And General	$94,057	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$63,511	TotalAmt
Program Services	$609	ProgramServicesAmt
Management And General	$62,902	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt
AUXILLARY PROGRAMS COSTS	$200,222	$200,222
OTHER BUSINESS EXPENSES	$84,352	$944	$83,408
CURRICULAR EVENTS	$82,306	$65,861	$16,445
REPAIRS AND MAINTENANCE	$70,997	$43,873	$27,124

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$120,824	TotalAmt
Program Services	$61,724	ProgramServicesAmt
Management And General	$59,080	ManagementAndGeneralAmt
Fundraising	$20	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$11,748,207	TotalAmt
Program Services	$8,513,017	ProgramServicesAmt
Management And General	$3,152,152	ManagementAndGeneralAmt
Fundraising	$83,038	FundraisingAmt

Total Joint Costs TotalJointCostsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$2,977	BOYAmt
EOY	$5,000	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$4,764,215	BOYAmt
EOY	$2,702,202	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$5,182	BOYAmt
EOY	$513,829	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$40,297	BOYAmt
EOY	$114,881	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$10,115,947	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$5,394,089	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$1,551,665	BOYAmt
EOY	$4,721,858	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$1,006,121	BOYAmt
EOY	$578,172	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$7,941,952	BOYAmt
EOY	$10,489,929	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$15,312,409	BOYAmt
EOY	$19,125,871	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$869,774	BOYAmt
EOY	$1,147,801	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$3,299,924	BOYAmt
EOY	$3,674,600	EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$8,676,721	BOYAmt
EOY	$12,268,107	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$12,846,419	BOYAmt
EOY	$17,090,508	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$2,465,990	BOYAmt
EOY	$2,035,363	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$2,465,990	BOYAmt
EOY	$2,035,363	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$15,312,409	BOYAmt
EOY	$19,125,871	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	-$444,590	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$13,963	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	FSAuditedInd
Audit Committee	Yes (true)	AuditCommitteeInd
Federal Grant Audit Required	false	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
School	Yes (X)	SchoolInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$9,195,324	OtherCostOrOtherBasisAmt
Depreciation	$4,619,674	DepreciationAmt
Book Value	$4,575,650	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$723,673	OtherCostOrOtherBasisAmt
Depreciation	$583,427	DepreciationAmt
Book Value	$140,246	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$196,950	OtherCostOrOtherBasisAmt
Depreciation	$190,988	DepreciationAmt
Book Value	$5,962	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$4,721,858	TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (3 entries)

DescDesc	Book ValueBookValueAmt
RIGHT OF USE ASSET	$10,469,879
HEALTHCARE DEPOSIT	$15,050
SECURITY DEPOSIT	$5,000

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$10,489,929	TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDesc	AmtAmt
Federal Income Taxes
LEASE LIABILITY	$12,268,107

Field	Value	IRS element (for citing)
Total Liability	$12,268,107	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$10,424,139	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$13,963	NetUnrealizedGainsInvstAmt
Other Revenue	$0	OtherRevenueAmt
Revenue Not Reported	$13,963	RevenueNotReportedAmt
Revenue Subtotal	$10,410,176	RevenueSubtotalAmt
Other Revenues Not Included	$893,441	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	$893,441	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$11,303,617	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$10,854,766	TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included	$0	OtherExpensesIncludedAmt
Expenses Not Reported	$0	ExpensesNotReportedAmt
Expenses Subtotal	$10,854,766	ExpensesSubtotalAmt
Other Expenses Not Included	$893,441	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	$893,441	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$11,748,207	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote	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, 2022, 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, 2025 AND 2024, THERE WERE NO INTEREST OR PENALTIES RECORDED OR INCLUDED IN THE STATEMENTS OF ACTIVITIES.
Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements	Scholarships and financial assistance - 893441
Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements	Scholarships and financial assistance - 893441

Schedule E IRS990ScheduleE

Field	Value	IRS element (for citing)
Nondiscriminatory Policy Stmt	Yes (true)	NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures Etc	Yes (true)	PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast Media	Yes (true)	PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp Recs	Yes (true)	MaintainRacialCompRecsInd
Maintain Scholarships Recs	Yes (true)	MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures Etc	Yes (true)	MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All Sol	Yes (true)	MaintainCpyOfAllSolInd
Discriminate Race Stdnts Rghts	false	DiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss Plcy	false	DiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm Fculty	false	DiscriminateRaceEmplmFcultyInd
Discriminate Race Schs	false	DiscriminateRaceSchsInd
Discriminate Race Educ Plcy	false	DiscriminateRaceEducPlcyInd
Discriminate Race Use Of Fclts	false	DiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt Prog	false	DiscriminateRaceAthltProgInd
Discriminate Race Other Acty	false	DiscriminateRaceOtherActyInd
Government Financial Aid Rcvd	false	GovernmentFinancialAidRcvdInd
Government Financial Aid Rvkd	false	GovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550	Yes (true)	ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICY	FormAndLineReferenceDesc
Explanation	NEWTON MONTESSORI SCHOOL INC DBA WELLAN MONTESSORI SCHOOL PUBLISHES ITS ICE OF NONDISCRIMINATORY POLICY AS TO STUDENTS" ON ITS WEBSITE, ON ITS APPLICATION FOR ADMISSIONS, AND IN ITS PUBLISHED HANDBOOKS.	ExplanationTxt

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (true)	GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

Field	Value	IRS element (for citing)
Grant Type	FINANCIAL AID & TUITION DISCOUNT	GrantTypeTxt
Recipient	53	RecipientCnt
Cash Grant	$893,441	CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds	FormAndLineReferenceDesc
Explanation	THE ORGANIZATION MAINTAINS RECORDS TO SUBSTANTIATE THE AMOUNT OF GRANTS OR ASSISTANCE AND THE SELECTION CRITERIA USED TO AWARD THE GRANTS OR ASSISTANCE.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Independent Consultant	Yes (X)	IndependentConsultantInd
Written Employment Contract	Yes (X)	WrittenEmploymentContractInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	false	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	false	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	false	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	false	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	false	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	false	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	false	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	false	AnyNonFixedPaymentsInd
Initial Contract Exception	false	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
ELIZABETH BLACK
HEAD OF SCHOOL	$279,747	$0	$0	$0	$0	$0	$13,987	$0	$0	$0	$293,734	$0	$0	$0
JOSEPH JOLLY
CFO/COO, DIR. OF DEV. & LEGAL	$229,286	$0	$0	$0	$0	$0	$11,464	$0	$32,146	$0	$272,896	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule J, Part II	FormAndLineReferenceDesc
Explanation	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.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Form 990, Part VI, Line 11b Review of form 990 by governing body	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, Line 12c Conflict of interest policy	REVIEW AND WRITTEN ACCEPTANCE OF THE CONFLICT OF INTEREST POLICY IS REQUIRED ON AN ANNUAL BASIS.
Form 990, Part VI, Line 15a Process to establish compensation of top management official	WE USE (1) A WRITTEN EMPLOYMENT CONTRACT, (2) COMPENSATION SURVEYS CONDUCTED IN JULY 2019 AND 2024, 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, Line 15b Process to establish compensation of other employees	WE USE (1) A WRITTEN EMPLOYMENT CONTRACT, (2) COMPENSATION SURVEYS CONDUCTED IN JULY 2019 AND 2024, 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, Line 19 Required documents available to the public	GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE ALL AVAILABLE UPON REQUEST.
Form 990, Part VIII, Line 2f Other Program Service Revenue	OTHER REVENUE - Total Revenue: 18573, Related or Exempt Function Revenue: 18573, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ;