Skip to content
ProPublica Donate
ProPublica Donate

Andover School Of Montessori Inc

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
$4.55M (2023)

Expenses
$3.72M (2023)

Total Assets
$7.89M (2023)

Total Liabilities
$4.98M (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
$4,546,044
Expenses
$3,719,766
Net Income
$826,278
Net Assets
$2,904,921
Notable Sources of Revenue Percent of Total Revenue
Contributions $655,809
14.4%
Program Services $3,816,482
84.0%
Investment Income $26,795
0.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $46,958
1.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $2,222,162
59.7%
Assets/Debt
Total Assets $7,889,756
Total Liabilities $4,984,835
Net Assets $2,904,921
Other
Operated a school
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Holly Hirst (Head Of School) $173,993 $0 $1,214
Barbara Orlowitz (Assistant Head Of School) $114,432 $0 $0
Shannon Lavelle (Director Of Finance & Operations) $104,921 $0 $0
Eric Trickett (Hr Support) $0 $0 $0
Jocelyn Pan (Governance Committee) $0 $0 $0
Monalisa Shroff (Treasurer) $0 $0 $0
Archana Vitale (Chair, Governance Committe) $0 $0 $0
Esin Seref Dibirdi (President) $0 $0 $0
Danhua Zheng (Clerk) $0 $0 $0
Jessica Yu (Finance Committee) $0 $0 $0
Elyse Chase (Development/Capital Committee) $0 $0 $0

Document Links

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,007,907
Expenses
$3,351,136
Net Income
$656,771
Net Assets
$2,020,076
Notable Sources of Revenue Percent of Total Revenue
Contributions $658,338
16.4%
Program Services $3,277,381
81.8%
Investment Income $37,724
0.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $34,464
0.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $2,094,591
62.5%
Assets/Debt
Total Assets $7,009,495
Total Liabilities $4,989,419
Net Assets $2,020,076
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Barbara Orlowitz (Asst. Head Of School) $111,074 $0 $303
Chris Verro (Buildings & Grounds Committee) $0 $0 $0
Eric Trikett (Hr Support) $0 $0 $0
Jocelyn Pan (Finance Committee) $0 $0 $0
Monalisa Shroff (Treasurer) $0 $0 $0
Archana Vitale (Chair, Governance Committee) $0 $0 $0
Esin Seref Dibirdi (President) $0 $0 $0
Danhua Zheng (Clerk) $0 $0 $0
Andrew Stanley (Governance Committee) $0 $0 $0

Document Links

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,094,630
Expenses
$2,935,149
Net Income
$159,481
Net Assets
$1,482,813
Notable Sources of Revenue Percent of Total Revenue
Contributions $506,339
16.4%
Program Services $2,550,519
82.4%
Investment Income $24,696
0.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$9
Net Inventory Sales $0
Other Revenue $13,085
0.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $1,840,543
62.7%
Assets/Debt
Total Assets $6,605,636
Total Liabilities $5,122,823
Net Assets $1,482,813
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Patti Wilczek (Int. Head Of) $190,000 $0 $3,176
Barbara Orlowitz (Asst. Head O) $108,762 $0 $4,957
Michelle Finno (Enrollment D) $102,892 $0 $11,297
Brian Banigan (President) $0 $0 $0
Ken Feyl (Director) $0 $0 $0
Archana Vitale (Director) $0 $0 $0
Esin Seref Dibirdi (Director) $0 $0 $0
Monalisa Shroff (Treasurer) $0 $0 $0
Danhua Zheng (Director) $0 $0 $0
Carol Artacho (Director) $0 $0 $0
Andrew Stanley (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,842,283
Expenses
$3,220,048
Net Income
-$377,765
Net Assets
$1,272,754
Notable Sources of Revenue Percent of Total Revenue
Contributions $94,781
3.3%
Program Services $3,020,547
> 100%
Investment Income $16,516
0.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$303,772
Net Inventory Sales $0
Other Revenue $14,211
0.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $200,116
6.2%
Professional Fundraising Fees $0
Other Salaries and Wages $1,808,362
56.2%
Assets/Debt
Total Assets $5,387,324
Total Liabilities $4,114,570
Net Assets $1,272,754
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Joanne Destefanis (Head Of Scho) $192,015 $0 $8,101
Michelle Finno (Enrollment D) $103,688 $0 $10,777
Eric Farnkoff (Treasurer) $0 $0 $0
Brian Banigan (President) $0 $0 $0
Huizhuang Zhuang (Director) $0 $0 $0
Ken Feyl (Director) $0 $0 $0
Archana Vitale (Director) $0 $0 $0
Kara Adams (Director) $0 $0 $0
Esin Seref Dibirdi (Director) $0 $0 $0
Monalisa Shroff (Treasurer) $0 $0 $0
Danhua Zheng (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,682,889
Expenses
$3,479,312
Net Income
$203,577
Net Assets
$1,648,190
Notable Sources of Revenue Percent of Total Revenue
Contributions $279,737
7.6%
Program Services $3,357,843
91.2%
Investment Income $28,728
0.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $16,581
0.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $2,110,745
60.7%
Assets/Debt
Total Assets $6,085,859
Total Liabilities $4,437,669
Net Assets $1,648,190
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Joanna Destefanis (Head Of Scho) $188,251 $0 $8,789
Jane Triano (Director) $0 $0 $0
Eric Farnkoff (Treasurer) $0 $0 $0
Brian Banigan (President) $0 $0 $0
Huizhuang Zhuang (Director) $0 $0 $0
Ken Feyl (Director) $0 $0 $0
Tom Walsh (Clerk) $0 $0 $0
Archana Vitale (Director) $0 $0 $0
Kara Adams (Director) $0 $0 $0
Esin Seref Dibirdi (Director) $0 $0 $0
Monalisa Shroff (Director) $0 $0 $0
Danhua Zheng (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,312,978
Expenses
$3,351,497
Net Income
-$38,519
Net Assets
$1,440,052
Notable Sources of Revenue Percent of Total Revenue
Contributions $40,019
1.2%
Program Services $3,242,502
97.9%
Investment Income $17,591
0.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $12,866
0.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $2,046,269
61.1%
Assets/Debt
Total Assets $5,992,041
Total Liabilities $4,551,989
Net Assets $1,440,052
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Joanna Destefanis (Head Of Scho) $182,750 $0 $7,310
Jane Triano (Director) $0 $0 $0
Eric Farnkoff (Treasurer) $0 $0 $0
Brian Banigan (Dir./ Pres.) $0 $0 $0
John Rogers (Dir./ Pres.) $0 $0 $0
Huizhuang Zhuang (Director) $0 $0 $0
Ken Feyl (Director) $0 $0 $0
Tom Walsh (Clerk) $0 $0 $0
Sohil Thakkar (Director) $0 $0 $0
Archana Vitale (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,263,265
Expenses
$3,279,665
Net Income
-$16,400
Net Assets
$1,480,052
Notable Sources of Revenue Percent of Total Revenue
Contributions $59,069
1.8%
Program Services $3,181,492
97.5%
Investment Income $13,886
0.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $8,818
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $2,003,473
61.1%
Assets/Debt
Total Assets $5,983,308
Total Liabilities $4,503,256
Net Assets $1,480,052
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Joanna Destefanis (Head Of Scho) $177,468 $0 $7,099
Jane Triano (Director) $0 $0 $0
Eric Farnkoff (Treasurer) $0 $0 $0
Brian Banigan (Dir./ Pres.) $0 $0 $0
John Rogers (Dir./ Pres.) $0 $0 $0
Huizhuang Zhuang (Director) $0 $0 $0
Ken Feyl (Director) $0 $0 $0
Gurjinder Gill (Director) $0 $0 $0
Radhika Pillai (Director) $0 $0 $0
Tom Walsh (Clerk) $0 $0 $0
Sohil Thakkar (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,215,162
Expenses
$3,011,502
Net Income
$203,660
Net Assets
$1,484,341
Notable Sources of Revenue Percent of Total Revenue
Contributions $57,653
1.8%
Program Services $3,131,134
97.4%
Investment Income $23,286
0.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $3,089
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $1,834,122
60.9%
Assets/Debt
Total Assets $5,552,156
Total Liabilities $4,067,815
Net Assets $1,484,341
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Joanna Destefanis (Head Of Scho) $175,000 $0 $7,717
Jane Triano (Director) $0 $0 $0
Kimberly Maggio (Director) $0 $0 $0
Eric Farnkoff (Treasurer) $0 $0 $0
Brian Banigan (Clerk) $0 $0 $0
John Rogers (President) $0 $0 $0
Huizhuang Zhuang (Director) $0 $0 $0
Peter Borans (Director) $0 $0 $0
Ken Feyl (Director) $0 $0 $0
Gurjinder Gill (Director) $0 $0 $0
Radhika Pillai (Director) $0 $0 $0
Tom Walsh (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,744,837
Expenses
$2,698,308
Net Income
$46,529
Net Assets
$1,283,356
Notable Sources of Revenue Percent of Total Revenue
Contributions $54,526
2.0%
Program Services $2,649,420
96.5%
Investment Income $16,534
0.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $24,357
0.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $1,652,115
61.2%
Assets/Debt
Total Assets $5,417,414
Total Liabilities $4,134,058
Net Assets $1,283,356
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Joanna Destefanis (Head Of Scho) $140,000 $0 $0
Jane Triano (President) $0 $0 $0
Kimberly Maggio (Director) $0 $0 $0
Eric Farnkoff (Treasurer) $0 $0 $0
Brian Banigan (Director) $0 $0 $0
John Rogers (Clerk) $0 $0 $0
Renee Farkes (Director) $0 $0 $0
Huizhuang Zhuang (Director) $0 $0 $0
Kathy Baynes (Director) $0 $0 $0
Peter Borans (Director) $0 $0 $0
Ken Feyl (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,544,493
Expenses
$2,607,620
Net Income
-$63,127
Net Assets
$1,244,397
Notable Sources of Revenue Percent of Total Revenue
Contributions $47,573
1.9%
Program Services $2,474,073
97.2%
Investment Income $17,614
0.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$390
Net Inventory Sales $0
Other Revenue $5,623
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $130,000
5.0%
Professional Fundraising Fees $0
Other Salaries and Wages $1,449,100
55.6%
Assets/Debt
Total Assets $5,011,711
Total Liabilities $3,767,314
Net Assets $1,244,397
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Joanna Destefanis (Head Of Scho) $135,706 $0 $0
Jane Triano (President) $0 $0 $0
Kimberly Maggio (Director) $0 $0 $0
Eric Farnkoff (Treasurer) $0 $0 $0
Brian Banigan (Director) $0 $0 $0
John Rogers (Clerk) $0 $0 $0
Renee Farkas (Director) $0 $0 $0
Huizhuang Zhuang (Director) $0 $0 $0
Kathy Baynes (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,755,801
Expenses
$2,907,979
Net Income
-$152,178
Net Assets
$1,289,882
Notable Sources of Revenue Percent of Total Revenue
Contributions $71,815
2.6%
Program Services $2,661,236
96.6%
Investment Income $15,185
0.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $5,750
0.2%
Net Fundraising -$9,037
Sales of Assets $6,231
0.2%
Net Inventory Sales $0
Other Revenue $4,621
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $133,450
4.6%
Professional Fundraising Fees $0
Other Salaries and Wages $1,729,897
59.5%
Assets/Debt
Total Assets $4,429,690
Total Liabilities $3,139,808
Net Assets $1,289,882

Document Links

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,768,937
Expenses
$2,753,538
Net Income
$15,399
Net Assets
$1,433,336
Notable Sources of Revenue Percent of Total Revenue
Contributions $78,720
2.8%
Program Services $2,684,899
97.0%
Investment Income $13,552
0.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $5,315
0.2%
Net Fundraising -$18,663
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $5,114
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $144,448
5.2%
Professional Fundraising Fees $0
Other Salaries and Wages $1,703,506
61.9%
Assets/Debt
Total Assets $5,048,256
Total Liabilities $3,614,920
Net Assets $1,433,336

Document Links

Fiscal Year Ending June
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,582,130
Expenses
$2,403,789
Net Income
$178,341
Net Assets
$1,408,518
Notable Sources of Revenue Percent of Total Revenue
Contributions $85,184
3.3%
Program Services $2,414,816
93.5%
Investment Income $16,121
0.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $6,740
0.3%
Net Fundraising $51,294
2.0%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $7,975
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $1,604,785
66.8%
Assets/Debt
Total Assets $5,171,933
Total Liabilities $3,763,415
Net Assets $1,408,518

Document Links

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

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

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

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

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

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

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

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

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

Fiscal Year Ending June
2001

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

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 »