NORTHAMPTON MONTESSORI SOCIETY INC Charity Report

Public IRS 990 nonprofit record

NORTHAMPTON MONTESSORI SOCIETY INC

EIN 04-2912354 · Education (B21Z)

What they do

`THE MONTESSORI SCHOOL of NORTHAMPTON is FIRMLY ROOTED IN MARIA MONTESSORIS PHILOSOPHY AS IT APPLIES to TODAYS WORLD. THE SCHOOL PROVIDES AN EXCEPTIONAL EDUCATION WITH A COMPREHENSIVE CURRICULUM, COVERED AT A PACE and SEQUENCE ADAPTED for A VARIETY of LEARNING STYLES; EMPHASIZES COMPASSION, INCLUSIVENESS and RESPECTFUL RESOLUTION of CONFLICT; and PROMOTES THE INTERRELATEDNESS of EVERYTHING IN THE WORLD and ITS PEOPLES. BY FOLLOWING THIS MISSION, THE MONTESSORI SCHOOL of NORTHAMPTON STRIVES to PREPARE:* WELL-EDUCATED, INQUISITIVE STUDENTS* EFFECTIVE, SELF-DIRECTED LEARNERS;* CARING and CONFIDENT HUMAN BEINGS PARTICIPATING IN THEIR HOME COMMUNITIES* ENGAGED, INFORMED and RESPONSIBLE CITIZENS of THE GLOBAL COMMUNITY.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $76.00 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 leaders10 people are listed in the latest report.

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

Money made simple

77.10%of revenue went to mission work76.0% of expenses · Program services

$101.40spent for every $100 of revenueSpending was higher than revenue this year.

24.29%of revenue went to management and office costs24.0% of expenses

$1.16in assets for every $1 spent this yearSome assets cannot be spent right away.

8.0%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 $40,850 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $124,575 for BEVERLY SMITH (HEAD OF SCHOOL). 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$2,926,728

Mission workProgram services$2,256,59677.10% of revenue76.0% of expenses

ManagementOffice and general costs$710,98224.29% of revenue24.0% of expenses

FundraisingAsking for donations0.00% of revenue0.0% of expenses

Total expenses$2,967,578101.40% 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: 76.0% mission · 24.0% management · 0.0% fundraisingTotal expenses: 101.40% of revenue

2023Expense mix: 76.7% mission · 23.3% management · 0.0% fundraisingTotal expenses: 95.67% of revenue

2022Expense mix: 75.8% mission · 24.2% management · 0.0% fundraisingTotal expenses: 86.80% of revenue

2021Expense mix: 74.3% mission · 25.6% management · 0.1% fundraisingTotal expenses: 76.44% of revenue

2020Expense mix: 70.8% mission · 29.2% management · 0.0% fundraisingTotal expenses: 101.57% of revenue

2019Expense mix: 70.7% mission · 29.3% management · 0.0% fundraisingTotal expenses: 105.80% of revenue

2018Expense mix: 75.0% mission · 24.9% management · 0.0% fundraisingTotal expenses: 98.34% of revenue

2017Expense mix: 76.0% mission · 22.6% management · 1.4% fundraisingTotal expenses: 101.96% of revenue

Money in and money out

Revenue$2,926,728

Expenses$2,967,578

Annual shortfall $40,850 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)$2,256,596 · 76.0% of expenses

Management and office costs$710,982 · 24.0% of expenses

See all reported dollar amounts

Revenue$2,926,728

Expenses$2,967,578

Assets$3,448,260

Income$2,930,527

Contributions$233,544

Mission work (program services)$2,256,596

Management and general$710,982

Executive compensation (total)$84,739

Accounting fees$8,512

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

BEVERLY SMITHHEAD OF SCHOOL · 40 hrs/week $124,575Base $113,996 · Other $10,579

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 (10)

BEVERLY SMITHHEAD OF SCHOOL

BOB BRICKVICE PRESIDENT "PAST"

BRIAN JENNINGSTREASURER

JACOB CHASETRUSTEE

JEAN FERGUSONPRESIDENT

JUAN DAVID RUMPFTRUSTEE

KATIE PLUCKERPRESIDENT "PAST"

KIMBERLY MADDENTRUSTEE

ROBIN CLAREMONTTRUSTEE

SURBHI LIPKIN-MOORESECRETARY "PAST"

About this charity

Recognized since: January 1989
Location: 51 BATES ST, NORTHAMPTON, MA 01060-2363
County: Hampshire
In care of: % BARBARA DUFFY
Primary officer: JEAN FERGUSON, PRESIDENT

How to reach them

WebsiteVisit the charity’s website Emailinfo@northamptonmontessori.org Phone(413) 586-4538

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
Tax preparer: BOISSELLE MORTON & WOLKOWICZ LLP
NTEE classification: Education (B21Z)
IRS tax category: Elementary and Secondary Schools