Wellesley Montessori School Inc

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

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Type of Nonprofit

Designated as a 501(c)(3) 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.

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

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

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

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990

Filed on May 13, 2024

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

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Fiscal Year Ending June
2022

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

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

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990

Filed on Feb. 28, 2023

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

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Fiscal Year Ending June
2021

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

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

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990

Filed on May 9, 2022

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

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Fiscal Year Ending June
2020

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

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

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990

Filed on Feb. 10, 2021

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

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Fiscal Year Ending June
2019

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

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

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990

Filed on Feb. 18, 2020

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Fiscal Year Ending June
2018

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

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

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990

Filed on Jan. 29, 2019

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Fiscal Year Ending June
2017

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

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

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990

Filed on March 31, 2018

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Fiscal Year Ending June
2016

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

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

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990

Filed on Feb. 14, 2017

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Fiscal Year Ending June
2015

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

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

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990

Filed on May 16, 2016

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Fiscal Year Ending June
2014

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

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

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990

Filed on May 13, 2015

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Fiscal Year Ending June
2013

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

990

Filed on June 4, 2014

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

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Fiscal Year Ending June
2012

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

990

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

PDF

Fiscal Year Ending June
2011

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

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

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Updated December 20, 2024

Wellesley Montessori School Inc

Organization summary

Type of Nonprofit

Details

Summary charts: organization finances over time

Revenue $1.04M (2023)

Expenses $1.07M (2023)

Total Assets $1.07M (2023)

Total Liabilities $68.1k (2023)

Tax Filings by Year

Fiscal Year Ending June 2023

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

Fiscal Year Ending June 2022

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

Fiscal Year Ending June 2021

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

Fiscal Year Ending June 2020

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

Fiscal Year Ending June 2019

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

Fiscal Year Ending June 2018

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

Fiscal Year Ending June 2017

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

Fiscal Year Ending June 2016

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

Fiscal Year Ending June 2015

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

Fiscal Year Ending June 2014

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

Revenue

$1.04M (2023)

Expenses

$1.07M (2023)

Total Assets

$1.07M (2023)

Total Liabilities

$68.1k (2023)

Fiscal Year Ending June
2023

Fiscal Year Ending June
2022

Fiscal Year Ending June
2021

Fiscal Year Ending June
2020

Fiscal Year Ending June
2019

Fiscal Year Ending June
2018

Fiscal Year Ending June
2017

Fiscal Year Ending June
2016

Fiscal Year Ending June
2015

Fiscal Year Ending June
2014

Fiscal Year Ending June
2013

Fiscal Year Ending June
2012

Fiscal Year Ending June
2011

Fiscal Year Ending June
2010

Fiscal Year Ending June
2009

Fiscal Year Ending June
2008

Fiscal Year Ending June
2007

Fiscal Year Ending June
2006

Fiscal Year Ending June
2005

Fiscal Year Ending June
2004

Fiscal Year Ending June
2003

Fiscal Year Ending June
2002