2026-05-15T16:41:45+00:00 2025-06-30 135381590 BDO USA ONE INTERNATIONAL PLACE BOSTON MA 02110 990 2024-07-01 205197160 NEWTON MONTESSORI SCHOOL INC NEWT 6179694488 80 CRESCENT AVENUE NEWTON CENTRE MA 02459 ELIZABETH BLACK HEAD OF SCHOOL 2026-05-15 true JAKE COOK P01240455 6174220700 2026-05-15 2024 2025-03-06 01:10:19Z WELLAN MONTESSORI SCHOOL ELIZABETH BLACK 80 CRESCENT AVENUE NEWTON CENTRE MA 02459 11799988 false X WWW.NEWTONMONTESSORI.ORG X 2006 MA OPERATION OF PRE-K TO GRADE 8 INDEPENDENT MONTESSORI SCHOOL. 19 19 146 25 0 189978 385911 11700713 10809476 137627 108230 0 0 12028318 11303617 1662275 893441 0 0 7183890 7505588 0 0 83038 3370982 3349178 12217147 11748207 -188829 -444590 15312409 19125871 12846419 17090508 2465990 2035363 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. false false 8513017 893441 10809476 CO-EDUCATIONAL SCHOOL FOR STUDENTS FROM PRE-K TO GRADE 8. 8513017 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 false false false true 31 0 true 146 true false false false false false false false false false false false false X 19 19 false false false false false false false true true false false false true true true true true false true true false false MA X X JOSEPH JOLLY 6179694488 80 CRESCENT AVENUE NEWTON CENTRE MA 02459 BRIAN ALFERMANN TREASURER 1.0 X X 0 0 0 CARA CANDAL PRESIDENT 1.0 X X 0 0 0 JILL DUMAS CLERK 1.0 X X 0 0 0 SABEENA CHACKO RASKIN VICE PRESIDENT 1.0 X X 0 0 0 ASHWIN RAJENDRA TRUSTEE 1.0 X 0 0 0 AVI SPIER TRUSTEE 1.0 X 0 0 0 BOB KANE TRUSTEE 1.0 X 0 0 0 BRITTANY BORDERS TRUSTEE 1.0 X 0 0 0 CHARLES RUDNICK TRUSTEE 1.0 X 0 0 0 DANA LAU TRUSTEE 1.0 X 0 0 0 DAVINA HARRIS-SWANN TRUSTEE 1.0 X 0 0 0 ERICA DEROSA TRUSTEE 1.0 X 0 0 0 JON SCHAFFRATH TRUSTEE 1.0 X 0 0 0 NICKI EASTBURN TRUSTEE 1.0 X 0 0 0 NINA MATHUR TRUSTEE 1.0 X 0 0 0 NOELLE KELSO TRUSTEE 1.0 X 0 0 0 RUBEN RODRIGUES TRUSTEE 1.0 X 0 0 0 SREE CHAGUTURU TRUSTEE 1.0 X 0 0 0 TOM CARTER TRUSTEE 1.0 0.0 X 0 0 0 ELIZABETH BLACK HEAD OF SCHOOL 60.0 X 279747 0 13987 JOSEPH JOLLY CFO/COO, DIR. OF DEV. & LEGAL 60.0 X 229286 0 43610 AZURAE HOOD DIRECTOR OF MARKETING AND ENROLLMENT 40.0 X 102014 0 5100 611047 0 62697 3 false true false MATTHES CONSTRUCTION LLC 4 ROSENFELD DR UNIT C HOPEDALE MA 01747 CONSTRUCTION 1811260 DAN'S PAINTING AND GENERAL CONTRACTING 72 ASH STREET WALTHAM MA 02453 CONSTRUCTION 114062 2 385911 385911 TUITION AND FEES 611710 9622192 9622192 EARLY AND LATE CARE 611710 516707 516707 ENRICHMENT CLASSES 611710 288988 288988 SUMMER PROGRAM 611710 276488 276488 VACATION CARE 611710 86528 86528 18573 18573 0 0 10809476 104601 104601 0 0 500000 496371 3629 0 3629 3629 0 0 0 0 0 11303617 10809476 0 108230 893441 893441 539601 539601 5653789 4575416 1078373 216387 149495 66892 656235 517889 138346 439576 370131 69445 14008 14008 116222 116222 277631 175972 101659 0 151913 139365 12548 126724 6085 120292 347 97924 9956 87968 1050470 838861 211609 196761 1282 125356 70123 695313 601256 94057 63511 609 62902 AUXILLARY PROGRAMS COSTS 200222 200222 OTHER BUSINESS EXPENSES 84352 944 83408 CURRICULAR EVENTS 82306 65861 16445 REPAIRS AND MAINTENANCE 70997 43873 27124 120824 61724 59080 20 11748207 8513017 3152152 83038 0 0 0 0 2977 5000 4764215 2702202 5182 513829 0 0 0 0 40297 114881 10115947 5394089 1551665 4721858 1006121 578172 0 0 7941952 10489929 15312409 19125871 869774 1147801 3299924 3674600 0 0 8676721 12268107 12846419 17090508 X 2465990 2035363 0 0 2465990 2035363 15312409 19125871 -444590 13963 0 X false true true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9195324 4619674 4575650 723673 583427 140246 196950 190988 5962 4721858 RIGHT OF USE ASSET 10469879 HEALTHCARE DEPOSIT 15050 SECURITY DEPOSIT 5000 10489929 Federal Income Taxes LEASE LIABILITY 12268107 12268107 X 10424139 13963 0 13963 10410176 893441 893441 11303617 10854766 0 0 10854766 893441 893441 11748207 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 true true true true true true true false false false false false false false false false false true Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICY 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. true FINANCIAL AID & TUITION DISCOUNT 53 893441 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds 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 ELIZABETH BLACK HEAD OF SCHOOL 279747 0 0 0 0 0 13987 0 0 0 293734 0 0 0 JOSEPH JOLLY CFO/COO, DIR. OF DEV. & LEGAL 229286 0 0 0 0 0 11464 0 32146 0 272896 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 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: ;