OAK MEADOW MONTESSORI SCHOOL INC Charity Report

Public IRS 990 nonprofit record

OAK MEADOW MONTESSORI SCHOOL INC

EIN 04-2629516 · Preschools (B21)

What they do

OAK MEADOW MONTESSORI SCHOOL is ROOTED IN THE CHILD-CENTERED MONTESSORI PHILOSOPHY, WHICH FOSTERS ACADEMIC EXCELLENCE, PERSONAL GROWTH, and CULTURAL AWARENESS WHILE NURTURING CHILDRENS SPIRITS. A DIVERSE COMMUNITY of LIFE-LONG LEARNERS, WE CULTIVATE CONFIDENT, INDEPENDENT, and COMPASSIONATE HUMAN BEINGS BY PROVIDING THE TOOLS and EXPERIENCES NEEDED to EMBARK ON RICH, MEANINGFUL JOURNEYS AS RESPONSIBLE CITIZENS of THE WORLD.THE MONTESSORI APPROACH PROVIDES THE BEST POSSIBLE FOUNDATION for TEACHING and LEARNING. BECAUSE WE BELIEVE IT is OUR JOB to MEET EACH STUDENTS INDIVIDUAL NEEDS, WE ALSO INCORPORATE THE BEST and MOST CURRENT AVAILABLE EDUCATIONAL RESEARCH and THINKING INTO OUR TEACHING. WE TEACH OUR STUDENTS to EXPERIMENT, TEST, ANALYZE, OBSERVE, and PRACTICE IN THEIR OWN EDUCATIONS; WE, TOO, APPROACH OUR SCHOOL AS A LABORATORY for ONGOING LEARNING.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $69.30 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders17 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

73.21%of revenue went to mission work69.3% of expenses · Program services

0.99%of revenue went to fundraising0.9% of expenses

$105.60spent for every $100 of revenueSpending was higher than revenue this year.

31.41%of revenue went to management and office costs29.7% of expenses

$1.20in assets for every $1 spent this yearSome assets cannot be spent right away.

0.8%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Worth asking: Expenses exceeded revenue by $236,413 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $214,556 for JAMES STECKART (HEAD OF SCHOOL (UNTIL 6/30/2025)). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$4,219,799

Mission workProgram services$3,089,14173.21% of revenue69.3% of expenses

ManagementOffice and general costs$1,325,49731.41% of revenue29.7% of expenses

FundraisingAsking for donations$41,5740.99% of revenue0.9% of expenses

Total expenses$4,456,212105.60% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 69.3% mission · 29.7% management · 0.9% fundraisingTotal expenses: 105.60% of revenue

2023Expense mix: 68.6% mission · 30.5% management · 0.9% fundraisingTotal expenses: 114.12% of revenue

2022Expense mix: 71.0% mission · 28.0% management · 1.0% fundraisingTotal expenses: 102.43% of revenue

2021Expense mix: 71.3% mission · 27.7% management · 1.0% fundraisingTotal expenses: 89.47% of revenue

2020Expense mix: 66.7% mission · 32.1% management · 1.2% fundraisingTotal expenses: 102.89% of revenue

2019Expense mix: 70.2% mission · 28.5% management · 1.3% fundraisingTotal expenses: 104.89% of revenue

2018Expense mix: 70.3% mission · 28.3% management · 1.4% fundraisingTotal expenses: 110.52% of revenue

2017Expense mix: 79.0% mission · 21.0% management · 0.0% fundraisingTotal expenses: 101.97% of revenue

Money in and money out

Revenue$4,219,799

Expenses$4,456,212

Annual shortfall $236,413 Expenses were higher than revenue for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$3,089,141 · 69.3% of expenses

Management and office costs$1,325,497 · 29.7% of expenses

Fundraising$41,574 · 0.9% of expenses

See all reported dollar amounts

Revenue$4,219,799

Expenses$4,456,212

Assets$5,346,003

Income$4,219,799

Contributions$32,392

Mission work (program services)$3,089,141

Fundraising$41,574

Management and general$1,325,497

Accounting fees$99,807

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

JAMES STECKARTHEAD OF SCHOOL (UNTIL 6/30/2025) · 40 hrs/week $214,556

JASON SCHEURLEFORMER HEAD OF SCHOOL $192,884

NICOLE DEROSADIRECTOR OF BUSINESS OPERATIONS (UNTIL 3/2025) · 40 hrs/week $125,356Base $111,835 · Other $13,521

LEE G WATERHOUSEDIRECTOR OF EDUCATION · 40 hrs/week $112,642Base $106,605 · Other $6,037

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (17)

JAMES STECKARTHEAD OF SCHOOL (UNTIL 6/30/2025)

JASON SCHEURLEFORMER HEAD OF SCHOOL

NICOLE DEROSADIRECTOR OF BUSINESS OPERATIONS (UNTIL 3/2025)

LEE G WATERHOUSEDIRECTOR OF EDUCATION

KATIE WILLIAMSON ARCIERICHAIR (INACTIVE AS OF 06/2025)

VIVEK GUPTATRUSTEE

TAMSIN MANSLEYTRUSTEE

RAEDA ADDOUMTRUSTEE (INACTIVE AS OF 4/2025)

QUEEN ALLOTEY-PAPPOETRUSTEE

MIKE MATTHEWSTRUSTEE (INACTIVE AS OF 06/2025)

KRISTIN FITZGERALDTRUSTEE

BEN SCARLETTRUSTEE

KATI HAZRATI MERRILLTRUSTEE (INACTIVE AS OF 02/2025)

JONATHAN AMBROSETRUSTEE

JACQUELYN N RAFTERY-HELMERTRUSTEE

HILARY MAGLOTHINTRUSTEE

EILEEN WILLISTONTRUSTEE (INACTIVE AS OF 06/2025)

About this charity

Recognized since: January 1978
Location: 2 OLD PICKARD LN, LITTLETON, MA 01460-2266
County: Middlesex
In care of: BRIDGET BARRETT-PARKER
Primary officer: BRIDGET BARRETT-PARKER, HEAD OF SCHOOL

How to reach them

WebsiteVisit the charity’s website Emailinfo@oakmeadow.org Phone(978) 486-9874

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
Tax preparer: POZERSKI HATCH & COMPANY
NTEE classification: Preschools (B21)
IRS tax category: Preschools