WELLESLEY MONTESSORI SCHOOL INC

Address
79 DENTON ROAD
WELLESLEY, MA 02482
Contact
Website: http://www.wellesleymontessorischool.com
Phone: +1 (781) 237-6670
Nonprofit
NTEE: B21 - Kindergarten, Preschool, Nursery School, Early Admissions
EIN: 04-2547266

Mission

OUR GOAL IS TO HAVE EACH CHILD FULFILL HIS OR HER POTENTIAL IN A CARING, SAFE AND CHALLENGING ATMOSPHERE. WMS IS DEDICATED TO THE PHILOSOPHY AND PRICIPLES OF DR. MARIA MONTESSORI. WE FOLLOW THE CHILD-CENTERED MONTESSORI METHOD OF EDUCATION. THIS THREE-YEAR PROGRAM IS DESIGNED TO PROVIDE YOUR CHILD WITH THE TOOLS FUNDAMENTAL TO LEARNING WHILE FOSTERING INDEPENDENCE. PARENTS ARE SUPPORTED THROUGH EDUCATIONAL RESOURCES, BI-MONTHLY PARENT EDUCATION AND SUPPORT SESSIONS, AND THEY ARE ENCOURAGED TO BE ACTIVE PARTICIPANTS IN THE SCHOOL COMMUNITY.
 20172016201520142013
Basic features of the organization
Year of formation1974
Subsection code03
PF filing required0    
Metropolitan statistical area1123
Form of organization
CorporationTrue
Human resources, including compensation
Summary compensation info
Total compensation of current key personnel$119,374.00$158,451.00$215,938.00$216,137.00$227,606.00
Sum of reportable (W2/1099) compensation$110,250.00$140,551.00$180,581.00$172,335.00$167,732.00
Number of employees1517211817
Number of people compensated >$100k100  
Number of volunteers0718  
Number of highly compensated contractors000  
Personnel
Ackerman, Christopher
Title FORMER DIRECTORDIRECTOR  
Name of key/compensated person CHRISTOPHER ACKERMANCHRISTOPHER ACKERMAN  
Position of compensated person
Current individual trustee or director  True  
Current officer  True  
Former officers, key employees, highest compensated employees, directors or trustees True   
Average hours per week working for org 40.0040.00  
Reportable compensation from org $70,048.00$40,050.00  
Breakdown of reportable comp
Base reportable compensation from org $70,048.00   
Bonus and incentive reportable compensation $0.00   
Other reportable compensation from org $0.00   
Retirement and other deferred compensation $0.00   
Nontaxable benefits from org $0.00   
Compensation from org previously reported as deferred $0.00   
Other comp, non-reportable, from org and related orgs $0.00$477.00  
Sum of all compensation from org $70,048.00   
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00  
Dacey, Susan
TitleDIRECTOR/CLERKDIRECTOR/CLERK   
Name of key/compensated personSUSAN DACEYSUSAN DACEY   
Position of compensated person
Current individual trustee or directorTrueTrue   
Current officerTrueTrue   
Average hours per week working for org1.001.00   
Reportable compensation from org$0.00$0.00   
Other comp, non-reportable, from org and related orgs$0.00$0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00   
Donahue, Kevin
Title DIRECTOR THRU 9/2016DIRECTORDIRECTORDIRECTOR
Name of key/compensated person KEVIN J DONAHUEKEVIN J DONAHUEKEVIN J DONAHUEKEVIN J DONAHUE
Position of compensated person
Current individual trustee or director TrueTrueTrueTrue
Average hours per week working for org 1.001.000.080.08
Reportable compensation from org $0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs $0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00$0.00$0.00
Fridmann, Ida
TitleDIRECTOR/PRESIDENTDIRECTOR/PRESIDENTPRESIDENTPRESIDENTPRESIDENT
Name of key/compensated personIDA FRIDMANNIDA FRIDMANNIDA FRIDMANNIDA FRIDMANNIDA FRIDMANN
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Current officerTrueTrueTrueTrueTrue
Average hours per week working for org1.0020.0020.0040.0040.00
Reportable compensation from org$0.00$31,680.00$60,857.00$98,865.00$95,887.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$39,550.00$52,535.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Ghattas, Meredith
Title  DIRECTORDIRECTORDIRECTOR
Name of key/compensated person  MEREDITH GHATTASMEREDITH GHATTASMEREDITH GHATTAS
Position of compensated person
Current individual trustee or director  TrueTrueTrue
Average hours per week working for org  1.000.080.08
Reportable compensation from org  $0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs  $0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00$0.00$0.00
Harris, Andrew
TitleDIRECTOR/TREASURERDIRECTOR/TREASURER A/O 2/2016   
Name of key/compensated personANDREW HARRISANDREW HARRIS   
Position of compensated person
Current individual trustee or directorTrueTrue   
Current officerTrueTrue   
Average hours per week working for org1.001.00   
Reportable compensation from org$0.00$0.00   
Other comp, non-reportable, from org and related orgs$0.00$0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00   
Larkin, Vanessa
TitleEXECUTIVE DIRECTOREXECUTIVE DIRECTOR   
Name of key/compensated personVANESSA LARKINVANESSA LARKIN   
Position of compensated person
Current individual trustee or directorTrueTrue   
Current officerTrueTrue   
Average hours per week working for org45.0045.00   
Reportable compensation from org$110,250.00$38,823.00   
Other comp, non-reportable, from org and related orgs$0.00$17,026.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00   
McLaughlin, Madeline
Title DIR./TREASURER THRU 10/2015TREASURERTREASURERTREASURER
Name of key/compensated person MADELINE MCLAUGHLINMADELINE MCLAUGHLINMADELINE MCLAUGHLINMADELINE MCLAUGHLIN
Position of compensated person
Current individual trustee or director TrueTrueTrueTrue
Current officer TrueTrueTrueTrue
Average hours per week working for org 1.001.001.001.00
Reportable compensation from org $0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs $0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00$0.00$0.00
Nystrom, Will
TitleDIRECTORDIRECTORDIRECTORDIRECTOR 
Name of key/compensated personWILL NYSTROMWILL NYSTROMWILL NYSTROMWILL NYSTROM 
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrue 
Average hours per week working for org1.001.001.000.08 
Reportable compensation from org$0.00$0.00$0.00$0.00 
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00 
Pratt, Betsey
Title   ASSIST DIRECASSIST DIREC
Name of key/compensated person   BETSEY PRATTBETSEY PRATT
Position of compensated person
Current individual trustee or director   TrueTrue
Average hours per week working for org   40.0040.00
Reportable compensation from org   $73,470.00$71,845.00
Other comp, non-reportable, from org and related orgs   $787.00$524.00
Corresponding comp from related orgs
Reportable compensation from related orgs    $0.00$0.00
Pratt, Betsy
Title  ASSISTANT DIRECTOR  
Name of key/compensated person  BETSY PRATT  
Position of compensated person
Current individual trustee or director  True  
Average hours per week working for org  40.00  
Reportable compensation from org  $79,674.00  
Other comp, non-reportable, from org and related orgs  $5,620.00  
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00  
Rocket, Mary
TitleDIRECTOR    
Name of key/compensated personMARY ROCKET    
Position of compensated person
Current individual trustee or directorTrue    
Average hours per week working for org1.00    
Reportable compensation from org$0.00    
Other comp, non-reportable, from org and related orgs$0.00    
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00    
Purpose: mission, activities, & accomplishments
Mission or significant activitiesOUR GOAL IS TO HAVE EACH CHILD FULFILL HIS OR HER POTENTIAL IN A CARING, SAFE AND CHALLENGING ATMOSPHERE. WMS IS DEDICATED TO THE PHILOSOPHY AND PRICIPLES OF DR. MARIA MONTESSORI. WE FOLLOW THE CHILD-CENTERED MONTESSORI METHOD OF EDUCATION.OUR GOAL IS TO HAVE EACH CHILD FULFILL HIS OR HER POTENTIAL IN A CARING, SAFE AND CHALLENGING ATMOSPHERE. WMS IS DEDICATED TO THE PHILOSOPHY AND PRICIPLES OF DR. MARIA MONTESSORI. WE FOLLOW THE CHILD-CENTERED MONTESSORI METHOD OF EDUCATION.OUR GOAL IS TO HAVE EACH CHILD FULFILL HIS OR HER POTENTIAL IN A CARING, SAFE AND CHALLENGING ATMOSPHERE. WMS IS DEDICATED TO THE PHILOSOPHY AND PRICIPLES OF DR. MARIA MONTESSORI. WE FOLLOW THE CHILD-CENTERED MONTESSORI METHOD OF EDUCATION.THE ORGANIZATION'S MISSION IS TO PROVIDE NURSERY SCHOOL AND DAYCARE SERVICES TO CHILDREN BETWEEN THE AGES OF 2 YEARS 9 MONTHS & 7 YEARS OLD.THE ORGANIZATION'S MISSION IS TO PROVIDE NURSERY SCHOOL AND DAYCARE SERVICES TO CHILDREN BETWEEN THE AGES OF 2 YEARS 9 MONTHS & 7 YEARS OLD.
Program service expenses, total$569,003.00$532,767.00$532,927.00$488,839.00$542,923.00
Programs, including revenue & expenses
THE WELLESLEY MONTESSORI SCHOOL, ESTABLISHED IN 1974, IS DEDICATED TO PROVIDING A QUALITY PRE-SCHOOL FOR 2 YEARS 9 MONTHS TO 7 YEAR OLD CHILDREN IN A PLEASANT, CARING ENVIRONMENT CONDUSIVE TO LEARNING. AFFILIATED WITH THE AMERICAN MONTESSORI SOCIETY, WE OFFER A FULL MONTESSORI PROGRAM. THE CLASSES HAVE 15 TO 24 CHILDREN OF MIXED AGES WITH THREE TEACHERS IN EACH CLASS. THE CLASSES MEET FIVE DAYS A WEEK, THREE HOURS PER DAY. THEY ALSO HAVE THE CHILD CARE CENTER FOR THOSE FAMILIES WISHING FOR ADDITIONAL CARE. ENROLLMENT FOR THIS FISCAL YEAR WAS APPROXIMATELY 49 STUDENTS AND APPROXIMATELY 70% OF THOSE STUDENTS ENROLLED IN THE CHILD CARE CENTER.
Program expenses$569,003.00$532,767.00$532,927.00$488,839.00$542,923.00
Grants and allocations made$8,586.00$13,900.00$32,600.00$10,800.00$6,100.00
Program revenue$767,715.00$820,612.00$901,470.00$786,437.00$755,530.00
Program descriptionTHE WELLESLEY MONTESSORI SCHOOL, ESTABLISHED IN 1974, IS DEDICATED TO PROVIDING A QUALITY PRE-SCHOOL FOR 2 YEARS 9 MONTHS TO 7 YEAR OLD CHILDREN IN A PLEASANT, CARING ENVIRONMENT CONDUSIVE TO LEARNING. AFFILIATED WITH THE AMERICAN MONTESSORI SOCIETY, WE OFFER A FULL MONTESSORI PROGRAM. THE CLASSES HAVE 15 TO 24 CHILDREN OF MIXED AGES WITH THREE TEACHERS IN EACH CLASS. THE CLASSES MEET FIVE DAYS A WEEK, THREE HOURS PER DAY. THEY ALSO HAVE THE CHILD CARE CENTER FOR THOSE FAMILIES WISHING FOR ADDITIONAL CARE. ENROLLMENT FOR THIS FISCAL YEAR WAS APPROXIMATELY 49 STUDENTS AND APPROXIMATELY 70% OF THOSE STUDENTS ENROLLED IN THE CHILD CARE CENTER.THE WELLESLEY MONTESSORI SCHOOL, ESTABLISHED IN 1974, IS DEDICATED TO PROVIDING A QUALITY PRE-SCHOOL FOR 2 YEARS 9 MONTHS TO 7 YEAR OLD CHILDREN IN A PLEASANT, CARING ENVIRONMENT CONDUSIVE TO LEARNING. AFFILIATED WITH THE AMERICAN MONTESSORI SOCIETY, WE OFFER A FULL MONTESSORI PROGRAM. THE CLASSES HAVE 15 TO 24 CHILDREN OF MIXED AGES WITH THREE TEACHERS IN EACH CLASS. THE CLASSES MEET FIVE DAYS A WEEK, THREE HOURS PER DAY. THEY ALSO HAVE THE CHILD CARE CENTER FOR THOSE FAMILIES WISHING FOR ADDITIONAL CARE. ENROLLMENT FOR THIS FISCAL YEAR WAS APPROXIMATELY 74 STUDENTS AND APPROXIMATELY 70% OF THOSE STUDENTS ENROLLED IN THE CHILD CARE CENTER.THE WELLESLEY MONTESSORI SCHOOL, ESTABLISHED IN 1974, IS DEDICATED TO PROVIDING A QUALITY PRE-SCHOOL FOR 2 YEARS 9 MONTHS TO 7 YEAR OLD CHILDREN IN A PLEASANT, CARING ENVIRONMENT CONDUSIVE TO LEARNING. AFFILIATED WITH THE AMERICAN MONTESSORI SOCIETY, WE OFFER A FULL MONTESSORI PROGRAM. THE CLASSES HAVE 15 TO 24 CHILDREN OF MIXED AGES WITH THREE TEACHERS IN EACH CLASS. THE CLASSES MEET FIVE DAYS A WEEK, THREE HOURS PER DAY. THEY ALSO HAVE THE CHILD CARE CENTER FOR THOSE FAMILIES WISHING FOR ADDITIONAL CARE. ENROLLMENT FOR THIS FISCAL YEAR WAS APPROXIMATELY 74 STUDENTS AND APPROXIMATELY 70% OF THOSE STUDENTS ENROLLED IN THE CHILD CARE CENTER.THE WELLESLEY MONTESSORI SCHOOL, ESTABLISHED IN 1974, IS DEDICATED TO PROVIDING A QUALITY PRE-SCHOOL FOR 2.9 TO 6 YEAR OLD CHILDREN IN A PLEASANT, CARING ENVIRONMENT CONDUCIVE TO LEARNING. AFFILIATED WITH THE AMERICAN MONTESSORI SOCIETY, WE OFFER A FULL MONTESSORI PROGRAM. THE CLASSES HAVE 15 TO 24 CHILDREN OF MIXED AGES WITH THREE TEACHERS IN EACH CLASS. THE CLASSES MEET FIVE DAYS A WEEK, THREE HOURS PER DAY (9A.M. TO 12P.M. OR 1P.M. TO 4P.M.) WE ALSO HAVE OUR CHILD CARE CENTER FOR THOSE FAMILIES WISHING FOR ADDITIONAL CARE (OPEN FROM 7:30A.M. TO 5:30P.M.) ENROLLMENT FOR THIS FISCAL YEAR WAS APPROXIMATELY 74 STUDENTS AND APPROXIMATELY 70% OF STUDENTS ENROLLED IN THE CHILD CARE CENTER.THE WELLESLEY MONTESSORI SCHOOL, ESTABLISHED IN 1974, IS DEDICATED TO PROVIDING A QUALITY PRE-SCHOOL FOR 2.9 TO 6 YEAR OLD CHILDREN IN A PLEASANT, CARING ENVIRONMENT CONDUCIVE TO LEARNING. AFFILIATED WITH THE AMERICAN MONTESSORI SOCIETY, WE OFFER A FULL MONTESSORI PROGRAM. THE CLASSES HAVE 15 TO 24 CHILDREN OF MIXED AGES WITH THREE TEACHERS IN EACH CLASS. THE CLASSES MEET FIVE DAYS A WEEK, THREE HOURS PER DAY (9A.M. TO 12P.M. OR 1P.M. TO 4P.M.) WE ALSO HAVE OUR CHILD CARE CENTER FOR THOSE FAMILIES WISHING FOR ADDITIONAL CARE (OPEN FROM 7:30A.M. TO 5:30P.M.) ENROLLMENT FOR THIS FISCAL YEAR WAS APPROXIMATELY 78 STUDENTS AND APPROXIMATELY 70% OF STUDENTS ENROLLED IN THE CHILD CARE CENTER.
Financial data
Revenue
Total revenue$797,117.00$855,800.00$940,716.00$826,026.00$790,993.00
Revenue from contributions (total)$2,500.00$2,500.00$20,401.00$2,505.00$10,550.00
Investment income, current yr$16,425.00$20,544.00$6,628.00$16,657.00$16,403.00
Total revenue from grants, etc., current yr$2,500.00$2,500.00$20,401.00$2,505.00$10,550.00
Total unrelated business revenue$0.00$0.00$0.00$0.00$0.00
Other revenue, current yr$10,477.00$12,144.00$12,217.00$20,427.00$8,510.00
Net unrelated business taxable revenue$0.00$0.00$0.00  
Program service revenue (total)$767,715.00$820,612.00$901,470.00$786,437.00$755,530.00
Gross receipts$797,117.00$855,800.00$940,716.00$826,026.00$790,993.00
Sources of contributions
Revenue from all other contributions$2,500.00$2,500.00$20,401.00$2,505.00$10,550.00
Other types of revenue
Miscellaneous revenue (total)$10,477.00$12,144.00$12,217.00$20,427.00$8,510.00
Income from dividends, interest, and similar investments$16,425.00$20,544.00$6,628.00$11,543.00$11,525.00
Net rental income  $0.00$0.00$0.00
Expense categories (totals)
Total functional expenses: sum of all$740,755.00$703,144.00$817,752.00$746,311.00$802,114.00
Total functional expenses: program service $569,003.00$532,767.00$532,927.00$488,839.00$542,923.00
Total functional expenses: management and general$171,752.00$170,377.00$284,825.00$257,472.00$259,191.00
Total functional expenses: fundraising$0.00$0.00$0.00$0.00$0.00
Fees for services
Fundraising service fees (total)$0.00$0.00$0.00$0.00$0.00
Assets and liabilities
Total assets$1,511,572.00$1,492,747.00$1,502,896.00$1,353,650.00$1,188,630.00
Total assets, beginning of year$1,492,747.00$1,502,896.00$1,353,650.00$1,188,630.00$1,164,609.00
Total liabilities$117,787.00$189,656.00$337,885.00$319,503.00$277,230.00
Total liabilities, beginning of year$189,656.00$337,885.00$319,503.00$277,280.00$263,815.00
Unrestricted net assets, end of yr$1,393,785.00$1,303,091.00$1,165,011.00$1,034,147.00$911,400.00
Net assets$1,393,785.00$1,303,091.00$1,165,011.00$1,034,147.00$911,400.00
Net assets, beginning of year$1,303,091.00$1,165,011.00$1,034,147.00$911,350.00$900,794.00
Other liabilities   $1,077.00$1,137.00
Other assets$21,604.00$21,002.00$20,397.00$28,454.00$18,575.00
Investments: publicly traded securities$428,307.00$384,905.00$387,412.00$379,323.00$325,600.00
Cash: non-interest bearing$125,151.00$103,396.00$224,647.00$103,638.00$87,399.00
Cash: non-interest bearing, beginning of year$103,396.00$224,647.00$103,638.00$87,399.00$125,876.00
Other financial variables
Revenue less expenses$56,362.00$152,656.00$122,964.00$79,715.00-$11,121.00
Advertising (total)$917.00$725.00$537.00$760.00$1,296.00
Savings & temp cash investment$872,271.00$918,191.00$751,471.00$626,090.00$600,682.00
Accounts receivable, net$1,543.00$42,563.00$100,770.00$172,586.00$113,481.00
Prepaid expenses & deferred charges$21,707.00$16,787.00$11,000.00$24,984.00$24,984.00
Accounts payable & accrued expenses $0.00$28,766.00$17,407.00$11,329.00
Deferred revenue$117,787.00$189,656.00$309,119.00$301,019.00$264,764.00
Total net assets or fund balances$1,393,785.00$1,303,091.00$1,165,011.00$1,034,147.00$911,400.00
Depreciation, depletion, amortization$15,362.00$1,296.00$1,296.00$1,449.00$1,382.00
Governance and accountability
Number of voting members65665
Number of independent voting members53443
Financial sheets auditedTrueTrueTrueTrueTrue
Accrual accountingTrueTrueTrueTrueTrue
Tax year start date2016-07-012015-07-012014-07-012013-07-012012-07-01
Tax year end date2017-06-012016-06-012015-06-012014-06-012013-06-01
Indicators for schedules (selected)
Outstanding loan to key person or disqualified person   TrueTrue
Business transaction with family memberTrueTrueTrueTrueTrue
Metadata about the filing
E-return type: 990, 990EZ, or 990PF990990990990990
Date e-filing submitted2018-04-202017-07-272016-08-032015-07-152014-06-04
IRS schema version2016v3.02015v3.02014v6.02013v4.02012v2.3
Filing identifier201830909349300503201730459349301448201601379349307920201521339349302577201411229349300541
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