Nonprofit · EIN 04-2555680
ANDOVER SCHOOL OF MONTESSORI INC
Tax-exempt · ANDOVER, MA 01810
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $3,879,148 | $3,821,026 | $58,122 | $8,016,514 | $4,499,372 | $3,517,142 |
| June 30, 2024 | 990 | $4,212,798 | $3,808,578 | $404,220 | $7,926,331 | $4,542,482 | $3,383,849 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $160,549
- of which government grants
- $24,000
- Program service revenue
- $3,543,481
- Investment income
- $124,761
- Other revenue
- $50,357
Expenses
- Grants and similar amounts paid
- $223,367
- Other salaries and wages
- $2,167,684
- Salaries, compensation and benefits (total)
- $2,563,135
- Professional fundraising fees
- $0
- Legal fees
- $4,517
- Accounting fees
- $18,585
- Depreciation
- $219,346
- Program services (functional)
- $3,423,341
- Management and general (functional)
- $324,029
- Fundraising (functional)
- $73,656
Balance sheet and other
- Total assets, start of year
- $7,926,331
- Total assets, end of year
- $8,016,514
- Total liabilities, end of year
- $4,499,372
- Net assets, end of year
- $3,517,142
- Land, buildings and equipment
- $2,820,885
- Publicly traded securities
- $2,767,784
- Net assets without donor restrictions
- $3,187,307
- Net assets with donor restrictions
- $329,835
- Gross receipts
- $3,879,148
- Employees
- 68
- Volunteers
- 25
- Year formed
- 1974
- State of legal domicile
- MA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Barbara Orlowitz | Head of School Highest-paid employee | 40 | $184,150 | $7,366 |
| Michelle Finno | Enrollment Director Highest-paid employee | 40 | $108,454 | $25,291 |
| Shannon Lavelle | Director of Finance & Oper Highest-paid employee | 40 | $116,386 | $4,655 |
| Jocelyn Pan | Clerk Trustee or director, Officer | 1 | $0 | $0 |
| Jessica Yu | Treasurer Trustee or director, Officer | 1 | $0 | $0 |
| Elyse Chase | Development/Capital Commit Trustee or director | 1 | $0 | $0 |
| Louisa Proctor | Trustee Trustee or director | 1 | $0 | $0 |
| David Neshat | President Trustee or director, Officer | 1 | $0 | $0 |
| Jocelyn Greer | Trustee Trustee or director | 1 | $0 | $0 |
| Lisa Perdigao | Trustee Trustee or director | 1 | $0 | $0 |
| Daniel Shafrir | Trustee Trustee or director | 1 | $0 | $0 |
| Rupam Som | Trustee Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2024: 12 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Barbara Orlowitz | Head of School Highest-paid employee | 40 | $147,112 | $7,007 |
| Michelle Finno | Enrollment Director Highest-paid employee | 40 | $103,053 | $24,243 |
| Shannon Lavelle | Director of Finance & Oper Highest-paid employee | 40 | $109,675 | $4,387 |
| Eric Trickett | HR Support Trustee or director | 1 | $0 | $0 |
| Jocelyn Pan | Governance Committee Trustee or director | 1 | $0 | $0 |
| Monalisa Shroff | Finance Committee Trustee or director | 1 | $0 | $0 |
| Esin Seref Dibirdi | President Trustee or director, Officer | 1 | $0 | $0 |
| Danhua Zheng | Clerk Trustee or director, Officer | 1 | $0 | $0 |
| Jessica Yu | Treasurer Trustee or director, Officer | 1 | $0 | $0 |
| Elyse Chase | Development/Capital Commit Trustee or director | 1 | $0 | $0 |
| Louisa Proctor | Trustee Trustee or director | 1 | $0 | $0 |
| David Neshat | Trustee Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 400 S MAIN ST, ANDOVER, MA 01810-6135
- In care of
- % DANIELLE FARNKOFF
- Principal officer (990 for 2024)
- Barbara Orlowitz, 400 South Main St, Andover, MA 01810
- Signed the 990
- Barbara Orlowitz, Head of School
- Phone
- (978) 475-2299
- Website
- www.andovermontessori.org
- Return prepared by
- LCW CPAs
Mission
See Schedule O
Program accomplishments
- Education of pre-school, elementary and middle school children, ages 3-14 using the Montessori philosophy.Expenses $3,423,341 · grants $223,367 · revenue $3,543,481
- Andover School of Montessori fosters the growth of joyous learners and responsible citizens. We encourage curiosity, deep thinking and respect for oneself and others.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 04-2555680
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1976
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B21Z)
- Assets (IRS master file)
- $8,016,514
- Income (IRS master file)
- $3,879,148
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $3,879,148 | $3,821,026 | $8,016,514 | IRS |
| 990 | June 2024 | $4,212,798 | $3,808,578 | $7,926,331 | XML |
| 990 | June 2023 | $4,546,044 | $3,719,766 | $7,889,756 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-2555680).
Questions about ANDOVER SCHOOL OF MONTESSORI INC
- What is the EIN of ANDOVER SCHOOL OF MONTESSORI INC?
- The employer identification number (EIN) of ANDOVER SCHOOL OF MONTESSORI INC is 04-2555680.
- Is ANDOVER SCHOOL OF MONTESSORI INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1976.
- Are donations to ANDOVER SCHOOL OF MONTESSORI INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ANDOVER SCHOOL OF MONTESSORI INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ANDOVER SCHOOL OF MONTESSORI INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ANDOVER SCHOOL OF MONTESSORI INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of ANDOVER SCHOOL OF MONTESSORI INC?
- The 990 for the year ended June 30, 2025 names Barbara Orlowitz.
- Who are the officers and directors of ANDOVER SCHOOL OF MONTESSORI INC?
- The 990 for the year ended June 30, 2025 lists 12 people; 3 received compensation from the organization, the highest $184,150 (Barbara Orlowitz, Head of School).
- How much revenue does ANDOVER SCHOOL OF MONTESSORI INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $3,879,148, expenses of $3,821,026 and total assets of $8,016,514 at year end.
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