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Newtown Montessori Society 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.

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.

Summary charts: organization finances over time

Revenue
$4.26M (2023)

Expenses
$2.45M (2023)

Total Assets
$5.96M (2023)

Total Liabilities
$2.48M (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
$4,255,586
Expenses
$2,449,702
Net Income
$1,805,884
Net Assets
$3,483,420
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,925,024
45.2%
Program Services $2,330,562
54.8%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $1,578,388
64.4%
Assets/Debt
Total Assets $5,960,469
Total Liabilities $2,477,049
Net Assets $3,483,420
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
David Newman (Head Of School) $200,000 $0 $0
Oliver Sommer (Treasurer) $0 $0 $0
Jill Papanek (Trustee) $0 $0 $0
Summer Paulos (Trustee) $0 $0 $0
Liz Bashawaty (Secretary) $0 $0 $0
Pat Werner (Board President) $0 $0 $0
Glenn Di Costanzo (Vice President) $0 $0 $0
Jenny Hubbard (Trustee) $0 $0 $0
Kristina Howard (Trustee) $0 $0 $0
Carol Juel (Trustee) $0 $0 $0
Kate Boka (Trustee) $0 $0 $0
Ben Hildebrand (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,364,120
Expenses
$2,018,785
Net Income
$345,335
Net Assets
$1,677,532
Notable Sources of Revenue Percent of Total Revenue
Contributions $559,581
23.7%
Program Services $1,804,539
76.3%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $1,343,120
66.5%
Assets/Debt
Total Assets $4,112,989
Total Liabilities $2,435,457
Net Assets $1,677,532
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Regina Tryforos (Interim Head Of School) $130,000 $0 $0
Oliver Sommer (Treasurer) $0 $0 $0
Jill Papanek (Trustee) $0 $0 $0
Jordan Rabidou (Trustee) $0 $0 $0
Summer Paulos (Trustee) $0 $0 $0
Liz Bashawaty (Secretary) $0 $0 $0
Pat Werner (Board President) $0 $0 $0
Glenn Di Costanzo (Vice President) $0 $0 $0
Jenny Hubbard (Trustee) $0 $0 $0
Kristina Howard (Trustee) $0 $0 $0
Carol Juel (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,994,618
Expenses
$1,904,608
Net Income
$90,010
Net Assets
$1,299,055
Notable Sources of Revenue Percent of Total Revenue
Contributions $457,066
22.9%
Program Services $1,537,552
77.1%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $1,300,050
68.3%
Assets/Debt
Total Assets $3,733,373
Total Liabilities $2,434,318
Net Assets $1,299,055
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Chris Robertson (Head Of School) $147,000 $0 $0
Regina Tryforos (Interim Head Of School) $101,314 $0 $0
Oliver Sommer (Treasurer) $0 $0 $0
Jill Papanek (Trustee) $0 $0 $0
Jordan Rabidou (Trustee) $0 $0 $0
Summer Paulos (Trustee) $0 $0 $0
Liz Bashawaty (Secretary) $0 $0 $0
Pat Werner (Board President) $0 $0 $0
Glenn Di Costanzo (Vice President) $0 $0 $0
Jenny Hubbard (Trustee) $0 $0 $0
Kristina Howard (Trustee) $0 $0 $0
Carol Juel (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,171,707
Expenses
$2,490,456
Net Income
-$318,749
Net Assets
$1,209,045
Notable Sources of Revenue Percent of Total Revenue
Contributions $72,198
3.3%
Program Services $2,081,181
95.8%
Investment Income $8,600
0.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $9,728
0.4%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $1,686,773
67.7%
Assets/Debt
Total Assets $3,492,486
Total Liabilities $2,283,441
Net Assets $1,209,045
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Chris Robertson (Head Of School) $180,000 $0 $6,300
Ken Pelletier (Trustee) $0 $0 $0
Oliver Sommer (Treasurer) $0 $0 $0
Jill Papanek (President) $0 $0 $0
Jordan Rabidou (Trustee) $0 $0 $0
Summer Paulos (Vice President) $0 $0 $0
Liz Bashawaty (Secretary) $0 $0 $0
Pat Werner (Trustee) $0 $0 $0
Karen Widdows (Trustee) $0 $0 $0
Glenn Di Costanzo (Trustee) $0 $0 $0
Jenny Hubbard (Trustee) $0 $0 $0
Chris Kolovos (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,530,203
Expenses
$2,542,670
Net Income
-$12,467
Net Assets
$1,527,794
Notable Sources of Revenue Percent of Total Revenue
Contributions $87,075
3.4%
Program Services $2,406,252
95.1%
Investment Income $8,599
0.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $28,277
1.1%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $1,617,757
63.6%
Assets/Debt
Total Assets $3,631,569
Total Liabilities $2,103,775
Net Assets $1,527,794
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Chris Robertson (Head Of School) $186,300 $0 $0
Vijay Kalaria (Trustee) $0 $0 $0
Oliver Sommer (Treasurer) $0 $0 $0
Jill Papanek (Trustee) $0 $0 $0
Robert Schultz (President) $0 $0 $0
Summer Paulos (Vice President) $0 $0 $0
Liz Bashawaty (Secretary) $0 $0 $0
Martha Mac Krell (Trustee) $0 $0 $0
Margaret Farinella (Trustee) $0 $0 $0
Magda Antov (Trustee) $0 $0 $0
Jenny Hubbard (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,728,878
Expenses
$2,520,945
Net Income
$207,933
Net Assets
$1,540,261
Notable Sources of Revenue Percent of Total Revenue
Contributions $110,894
4.1%
Program Services $2,584,568
94.7%
Investment Income $10,383
0.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $23,033
0.8%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $1,552,264
61.6%
Assets/Debt
Total Assets $3,710,064
Total Liabilities $2,169,803
Net Assets $1,540,261
Other
Operated a school
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Chris Robertson (Head Of School) $180,000 $0 $0
Vijay Kalaria (Trustee) $0 $0 $0
Javed Pothiawala (Secretary) $0 $0 $0
Oliver Sommer (Treasurer) $0 $0 $0
Jill Papanek (Trustee) $0 $0 $0
Robert Schultz (President) $0 $0 $0
Erin Catapano (Vice President) $0 $0 $0
Liz Bashawaty (Trustee) $0 $0 $0
Martha Mac Krell (Trustee) $0 $0 $0
Margaret Farinella (Trustee) $0 $0 $0
Summer Paulos (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,347,644
Expenses
$2,616,783
Net Income
-$269,139
Net Assets
$1,332,328
Notable Sources of Revenue Percent of Total Revenue
Contributions $13,084
0.6%
Program Services $2,157,704
91.9%
Investment Income $10,870
0.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $165,986
7.1%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $1,591,476
60.8%
Assets/Debt
Total Assets $3,613,246
Total Liabilities $2,280,918
Net Assets $1,332,328
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Chris Robertson (Head Of School) $180,000 $0 $0
Vijay Kalaria (Trustee) $0 $0 $0
Christina Benoit (Trustee) $0 $0 $0
Javed Pothiawala (Secretary) $0 $0 $0
Kathy Craughwell Varda (Trustee) $0 $0 $0
Oliver Sommer (Treasurer) $0 $0 $0
Jill Papanek (Trustee) $0 $0 $0
Donna Waltzer (Trustee) $0 $0 $0
Robert Schultz (President) $0 $0 $0
Erin Catapano (Vice President) $0 $0 $0
Liz Bashawaty (Trustee) $0 $0 $0
Beth Krueger (Trustee) $0 $0 $0
Martha Mac Krell (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,461,440
Expenses
$2,709,161
Net Income
-$247,721
Net Assets
$1,601,467
Notable Sources of Revenue Percent of Total Revenue
Contributions $69,533
2.8%
Program Services $2,223,442
90.3%
Investment Income $14,655
0.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $153,810
6.2%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $190,431
7.0%
Professional Fundraising Fees $0
Other Salaries and Wages $1,477,618
54.5%
Assets/Debt
Total Assets $4,028,664
Total Liabilities $2,427,197
Net Assets $1,601,467
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Myriam Woods (Head Of School) $190,430 $0 $0
Vijay Kalaria (Treasurer) $0 $0 $0
Christina Benoit (Trustee) $0 $0 $0
Katherine O'leary (President) $0 $0 $0
Javed Pothiawala (Secretary) $0 $0 $0
Kathy Craughwell Varda (Trustee) $0 $0 $0
Oliver Sommer (Trustee) $0 $0 $0
Jill Papanek (Trustee) $0 $0 $0
Donna Waltzer (Trustee) $0 $0 $0
Robert Schultz (Vice President) $0 $0 $0
Erin Catapano (Trustee) $0 $0 $0
Liz Bashawaty (Trustee) $0 $0 $0
Beth Krueger (Trustee) $0 $0 $0
Martha Mac Krell (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,513,911
Expenses
$2,566,464
Net Income
-$52,553
Net Assets
$1,849,188
Notable Sources of Revenue Percent of Total Revenue
Contributions $82,912
3.3%
Program Services $2,305,465
91.7%
Investment Income $13,581
0.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $111,953
4.5%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $175,431
6.8%
Professional Fundraising Fees $0
Other Salaries and Wages $1,461,371
56.9%
Assets/Debt
Total Assets $4,336,689
Total Liabilities $2,487,501
Net Assets $1,849,188
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Myriam Woods (Head Of School) $175,431 $0 $0
Vijay Kalaria (Treasurer) $0 $0 $0
Christina Benoit (Trustee) $0 $0 $0
Katherine O'leary (President) $0 $0 $0
Javed Pothiawala (Secretary) $0 $0 $0
Kathy Craughwell Varda (Trustee) $0 $0 $0
Patti Gattinoni (Trustee) $0 $0 $0
Jill Papanek (Trustee) $0 $0 $0
Donna Waltzer (Trustee) $0 $0 $0
Robert Schultz (Trustee) $0 $0 $0
Mark Rakauskas (Trustee) $0 $0 $0
Liz Bashawaty (Trustee) $0 $0 $0
Beth Krueger (Trustee) $0 $0 $0
Martha Mac Krell (Trustee) $0 $0 $0
Noelle D'agostino (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,650,040
Expenses
$2,840,533
Net Income
-$190,493
Net Assets
$1,901,741
Notable Sources of Revenue Percent of Total Revenue
Contributions $131,168
4.9%
Program Services $2,358,406
89.0%
Investment Income $11,994
0.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $148,472
5.6%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $180,431
6.4%
Professional Fundraising Fees $0
Other Salaries and Wages $1,516,574
53.4%
Assets/Debt
Total Assets $4,470,195
Total Liabilities $2,568,454
Net Assets $1,901,741
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Myriam Woods (Head Of School) $180,431 $0 $0
Peter Rogalin (President) $0 $0 $0
Vijay Kalaria (Treasurer) $0 $0 $0
Christina Benoit (Trustee) $0 $0 $0
Katherine O'leary (Vice President) $0 $0 $0
Javed Pothiawala (Secretary) $0 $0 $0
Kathy Varda (Trustee) $0 $0 $0
Patti Gattinoni (Trustee) $0 $0 $0
Jill Papanek (Trustee) $0 $0 $0
Donna Waltzer (Trustee) $0 $0 $0
Robert Schultz (Trustee) $0 $0 $0
Mark Rakauskas (Trustee) $0 $0 $0
David Musen (Trustee) $0 $0 $0
Beth Krueger (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,699,834
Expenses
$2,643,579
Net Income
$56,255
Net Assets
$2,092,234
Notable Sources of Revenue Percent of Total Revenue
Contributions $70,938
2.6%
Program Services $2,432,013
90.1%
Investment Income $12,665
0.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $179,075
6.6%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $5,143
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $180,431
6.8%
Professional Fundraising Fees $0
Other Salaries and Wages $1,462,800
55.3%
Assets/Debt
Total Assets $4,692,339
Total Liabilities $2,600,105
Net Assets $2,092,234

Document Links

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,795,083
Expenses
$2,757,984
Net Income
$37,099
Net Assets
$2,035,979
Notable Sources of Revenue Percent of Total Revenue
Contributions $116,406
4.2%
Program Services $2,602,701
93.1%
Investment Income $13,216
0.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $62,760
2.2%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $174,356
6.3%
Professional Fundraising Fees $0
Other Salaries and Wages $1,524,267
55.3%
Assets/Debt
Total Assets $4,874,146
Total Liabilities $2,838,167
Net Assets $2,035,979

Document Links

Fiscal Year Ending June
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,710,951
Expenses
$2,621,365
Net Income
$89,586
Net Assets
$1,998,880
Notable Sources of Revenue Percent of Total Revenue
Contributions $100,341
3.7%
Program Services $2,527,941
93.2%
Investment Income $15,745
0.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $66,924
2.5%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $170,577
6.5%
Professional Fundraising Fees $0
Other Salaries and Wages $1,443,761
55.1%
Assets/Debt
Total Assets $4,978,078
Total Liabilities $2,979,198
Net Assets $1,998,880

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.

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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 »

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