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Wellesley Montessori School Inc

  • Wellesley, MA
  • Tax-exempt since Jan. 1987
  • EIN: 04-2547266

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Educational Institutions and Related Activities / Kindergarten, Preschool, Nursery School, Early Admissions (NTEE)

Donations to this organization are tax deductible.

Details

According to its June 2023 tax filing, this nonprofit:

Operated a school
Organization is a school. Details are reported on Schedule E.
Reported conflict of interest transactions
Organizations must report loans, grants or business transactions with interested parties, which may include key employees and officers, their family members and any businesses in which they hold a controlling interest. These transactions must be reported on Schedule L.

Summary charts: organization finances over time

Revenue
$1.04M (2023)

Expenses
$1.07M (2023)

Total Assets
$1.07M (2023)

Total Liabilities
$68.1k (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,039,693
Expenses
$1,070,138
Net Income
-$30,445
Net Assets
$999,662
Notable Sources of Revenue Percent of Total Revenue
Contributions $98,392
9.5%
Program Services $903,957
86.9%
Investment Income $28,074
2.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $9,120
0.9%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $150
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $137,559
12.9%
Professional Fundraising Fees $0
Other Salaries and Wages $327,470
30.6%
Assets/Debt
Total Assets $1,067,775
Total Liabilities $68,113
Net Assets $999,662
Other
Operated a school
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Vanessa Larkin (Executive Director) $127,342 $0 $11,200
William Erlandson (Director/Vice President) $0 $0 $0
Ida Fridmann (Director/President) $0 $0 $0
Marie Claude Bernal (Director/Treasurer) $0 $0 $0
Mary Rockett (Director/Secretary) $0 $0 $0
Sandy Beyerly (Director A/O 12/2022) $0 $0 $0
+ View more people

Document Links

990
Filed on May 13, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$887,432
Expenses
$829,528
Net Income
$57,904
Net Assets
$998,491
Notable Sources of Revenue Percent of Total Revenue
Contributions $84,442
9.5%
Program Services $768,226
86.6%
Investment Income $33,298
3.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $1,116
0.1%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $350
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $124,415
15.0%
Professional Fundraising Fees $0
Other Salaries and Wages $267,300
32.2%
Assets/Debt
Total Assets $1,061,094
Total Liabilities $62,603
Net Assets $998,491
Other
Operated a school
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Vanessa Larkin (Executive Director) $126,198 $0 $10,525
William Erlandson (Director/Vice President) $0 $0 $0
Ida Fridmann (Director/President) $0 $0 $0
William Nystrom (Director/Vice President Thru 07/2022) $0 $0 $0
Marie Claude Bernal (Director/Treasurer) $0 $0 $0
Mary Rockett (Director/Secretary) $0 $0 $0
+ View more people

Document Links

990
Filed on Feb. 28, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$525,185
Expenses
$736,813
Net Income
-$211,628
Net Assets
$1,106,892
Notable Sources of Revenue Percent of Total Revenue
Contributions $80,942
15.4%
Program Services $408,697
77.8%
Investment Income $13,464
2.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $254
0.0%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $21,828
4.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $122,057
16.6%
Professional Fundraising Fees $0
Other Salaries and Wages $215,594
29.3%
Assets/Debt
Total Assets $1,183,389
Total Liabilities $76,497
Net Assets $1,106,892
Other
Operated a school
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Vanessa Larkin (Executive Director) $126,198 $0 $7,620
William Erlandson (Director) $0 $0 $0
Ida Fridmann (Director/President) $0 $0 $0
William Nystrom (Director/Vice President) $0 $0 $0
Marie Claude Bernal (Director/Treasurer) $0 $0 $0
Mary Rockett (Director/Secretary) $0 $0 $0
+ View more people

Document Links

990
Filed on May 9, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$618,321
Expenses
$715,040
Net Income
-$96,719
Net Assets
$1,207,450
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $598,751
96.8%
Investment Income $19,463
3.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $107
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $108,411
15.2%
Professional Fundraising Fees $0
Other Salaries and Wages $276,491
38.7%
Assets/Debt
Total Assets $1,331,011
Total Liabilities $123,561
Net Assets $1,207,450
Other
Operated a school
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Vanessa Larkin (Executive Director) $118,000 $0 $11,200
William Erlandson (Director) $0 $0 $0
Ida Fridmann (Director/President) $0 $0 $0
William Nystrom (Director/Vice President) $0 $0 $0
Marie Claude Bernal (Director/Treasurer) $0 $0 $0
Mary Rockett (Director/Secretary) $0 $0 $0
+ View more people

Document Links

990
Filed on Feb. 10, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$658,707
Expenses
$755,918
Net Income
-$97,211
Net Assets
$1,301,117
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,110
0.2%
Program Services $629,951
95.6%
Investment Income $25,703
3.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $1,943
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $102,903
13.6%
Professional Fundraising Fees $0
Other Salaries and Wages $298,151
39.4%
Assets/Debt
Total Assets $1,360,934
Total Liabilities $59,817
Net Assets $1,301,117
Other
Operated a school
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Vanessa Larkin (Executive Director) $114,165 $0 $0
Mary Rockett (Director) $0 $0 $0
William Erlandson (Director) $0 $0 $0
Ida Fridmann (Director/President) $0 $0 $0
William Nystrom (Director/Vice President) $0 $0 $0
Marie Claude Bernal (Director/Treasurer) $0 $0 $0
+ View more people

Document Links

990
Filed on Feb. 18, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$710,009
Expenses
$739,137
Net Income
-$29,128
Net Assets
$1,387,723
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,500
0.4%
Program Services $676,533
95.3%
Investment Income $19,987
2.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $10,989
1.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $86,352
11.7%
Professional Fundraising Fees $0
Other Salaries and Wages $294,486
39.8%
Assets/Debt
Total Assets $1,453,160
Total Liabilities $65,437
Net Assets $1,387,723
Other
Operated a school
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Vanessa Larkin (Executive Director) $112,464 $0 $0
Mary Rockett (Director) $0 $0 $0
Ida Fridmann (Director/President) $0 $0 $0
William Nystrom (Director/Vice President) $0 $0 $0
Andrew Harris (Director/Treasurer) $0 $0 $0
+ View more people

Document Links

990
Filed on Jan. 29, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$797,117
Expenses
$740,755
Net Income
$56,362
Net Assets
$1,393,785
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,500
0.3%
Program Services $767,715
96.3%
Investment Income $16,425
2.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $10,477
1.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $119,374
16.1%
Professional Fundraising Fees $0
Other Salaries and Wages $328,803
44.4%
Assets/Debt
Total Assets $1,511,572
Total Liabilities $117,787
Net Assets $1,393,785
Other
Operated a school
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Vanessa Larkin (Executive Director) $110,250 $0 $0
Mary Rocket (Director) $0 $0 $0
Will Nystrom (Director) $0 $0 $0
Ida Fridmann (Director/President) $0 $0 $0
Susan Dacey (Director/Clerk) $0 $0 $0
Andrew Harris (Director/Treasurer) $0 $0 $0
+ View more people

Document Links

990
Filed on March 31, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$855,800
Expenses
$703,144
Net Income
$152,656
Net Assets
$1,303,091
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,500
0.3%
Program Services $820,612
95.9%
Investment Income $20,544
2.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $12,144
1.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $158,451
22.5%
Professional Fundraising Fees $0
Other Salaries and Wages $307,578
43.7%
Assets/Debt
Total Assets $1,492,747
Total Liabilities $189,656
Net Assets $1,303,091
Other
Operated a school
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Christopher Ackerman (Former Director) $70,048 $0 $0
Vanessa Larkin (Executive Director) $38,823 $0 $17,026
Ida Fridmann (Director/President) $31,680 $0 $0
Kevin J Donahue (Director Thru 9/2016) $0 $0 $0
Will Nystrom (Director) $0 $0 $0
Madeline Mclaughlin (Dir./Treasurer Thru 10/2015) $0 $0 $0
Susan Dacey (Director/Clerk) $0 $0 $0
Andrew Harris (Director/Treasurer A/O 2/2016) $0 $0 $0
+ View more people

Document Links

990
Filed on Feb. 14, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$940,716
Expenses
$817,752
Net Income
$122,964
Net Assets
$1,165,011
Notable Sources of Revenue Percent of Total Revenue
Contributions $20,401
2.2%
Program Services $901,470
95.8%
Investment Income $6,628
0.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $12,217
1.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $215,938
26.4%
Professional Fundraising Fees $0
Other Salaries and Wages $339,239
41.5%
Assets/Debt
Total Assets $1,502,896
Total Liabilities $337,885
Net Assets $1,165,011
Other
Operated a school
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Betsy Pratt (Assistant Director) $79,674 $0 $5,620
Ida Fridmann (President) $60,857 $0 $0
Christopher Ackerman (Director) $40,050 $0 $477
Kevin J Donahue (Director) $0 $0 $0
Meredith Ghattas (Director) $0 $0 $0
Will Nystrom (Director) $0 $0 $0
Madeline Mclaughlin (Treasurer) $0 $0 $0
+ View more people

Document Links

990
Filed on May 16, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$826,026
Expenses
$746,311
Net Income
$79,715
Net Assets
$1,034,147
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,505
0.3%
Program Services $786,437
95.2%
Investment Income $11,543
1.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $5,114
0.6%
Net Inventory Sales $0
Other Revenue $20,427
2.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $216,137
29.0%
Professional Fundraising Fees $0
Other Salaries and Wages $315,335
42.3%
Assets/Debt
Total Assets $1,353,650
Total Liabilities $319,503
Net Assets $1,034,147
Other
Operated a school
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Ida Fridmann (President) $98,865 $0 $39,550
Betsey Pratt (Assist Direc) $73,470 $0 $787
Madeline Mclaughlin (Treasurer) $0 $0 $0
Kevin J Donahue (Director) $0 $0 $0
Meredith Ghattas (Director) $0 $0 $0
Will Nystrom (Director) $0 $0 $0
+ View more people

Document Links

990
Filed on May 13, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$790,993
Expenses
$802,114
Net Income
-$11,121
Net Assets
$911,400
Notable Sources of Revenue Percent of Total Revenue
Contributions $10,550
1.3%
Program Services $755,530
95.5%
Investment Income $11,525
1.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $4,878
0.6%
Net Inventory Sales $0
Other Revenue $8,510
1.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $227,606
28.4%
Professional Fundraising Fees $0
Other Salaries and Wages $361,562
45.1%
Assets/Debt
Total Assets $1,188,630
Total Liabilities $277,230
Net Assets $911,400

Document Links

990
Filed on June 4, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$720,473
Expenses
$719,063
Net Income
$1,410
Net Assets
$900,794
Notable Sources of Revenue Percent of Total Revenue
Contributions $910
0.1%
Program Services $705,539
97.9%
Investment Income $12,653
1.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $337
0.0%
Net Inventory Sales $0
Other Revenue $1,034
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $222,576
31.0%
Professional Fundraising Fees $0
Other Salaries and Wages $294,689
41.0%
Assets/Debt
Total Assets $1,164,609
Total Liabilities $263,815
Net Assets $900,794

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$772,042
Expenses
$750,503
Net Income
$21,539
Net Assets
$891,731
Notable Sources of Revenue Percent of Total Revenue
Contributions $5,665
0.7%
Program Services $754,883
97.8%
Investment Income $13,177
1.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$2,813
Net Inventory Sales $0
Other Revenue $1,130
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $224,713
29.9%
Professional Fundraising Fees $0
Other Salaries and Wages $275,628
36.7%
Assets/Debt
Total Assets $1,142,825
Total Liabilities $251,094
Net Assets $891,731

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

Byline

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated