THE KINGSLEY MONTESSORI SCHOOL INC

EIN: 042104370 501(c)(3)

BOSTON, MA

Total Revenue
$19,608,021
Total Expenses
$14,533,982
Total Assets
$38,402,894
Net Assets
$8,434,552
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1945
Legal Domicile
MA
Principal Officer
FRANCIS CASH
Phone
6172264904
Tax Period
2023-07-01 to 2024-06-30

THE KINGSLEY MONTESSORI SCHOOL INC, founded in 1945, is a mid-sized nonprofit that reported $19.6M in total revenue in fiscal year 2023. Revenue surged 47% from the prior year, signaling strong growth momentum. The organization ran a surplus of $5.1M, a strong 26% operating margin.

Mission

TO PROVIDE EDUCATION TO STUDENTS IN GRADES TODDLER TO SIXTH

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $6,151,074
Program Service Revenue $12,970,075
Investment Income $165,242
Other Revenue $321,630
TOTAL REVENUE $19,608,021

Expense Breakdown

Grants Paid $628,682
Salaries & Benefits $8,909,805
Fundraising Expenses $454,628
Program Expenses $11,210,100
Other Expenses $4,995,495
TOTAL EXPENSES $14,533,982

Year-over-Year Comparison

2023 2022 Change
Revenue $19,608,021 $13,309,407 +0.5%
Expenses $14,533,982 $13,483,995 +0.1%
Net Income $5,074,039 $-174,588 -30.1%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

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Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
21
Independent Members
20
Employees
151
Volunteers
157

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
6
$346,195
Total Directors
20
$0
Key Employees
0
$0
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ROB ALBRO TRUSTEE 1.00
Director
$0 $0 $0
VIVIAN ARIAS TRUSTEE 1.00
Director
$0 $0 $0
FATIMA AZIZ TRUSTEE 1.00
Director
$0 $0 $0
NICK AZRACK TRUSTEE 1.00
Director
$0 $0 $0
HEATHER CARRILLO TREASURER 1.00
Officer Director
$0 $0 $0
MORAD ELHAFED VICE-TREASURER 1.00
Officer Director
$0 $0 $0
DANIELLE FRISSELL TRUSTEE 1.00
Director
$0 $0 $0
INGRID HAMMOND TRUSTEE 1.00
Director
$0 $0 $0
TARA JORDAN TRUSTEE 1.00
Director
$0 $0 $0
JONATHAN KASEN TRUSTEE 1.00
Director
$0 $0 $0
WILL KRAUSE TRUSTEE 1.00
Director
$0 $0 $0
LAURA NIELSEN TRUSTEE 1.00
Director
$0 $0 $0
MARIA PANTAZIS TRUSTEE 1.00
Director
$0 $0 $0
DANE RASMUSSEN CLERK 1.00
Officer Director
$0 $0 $0
JOSH ROTTNER TRUSTEE 1.00
Director
$0 $0 $0
TEDD SAUNDERS TRUSTEE 1.00
Director
$0 $0 $0
NIK SHAH CHAIR 1.00
Officer Director
$0 $0 $0
LARA SINICROPI-YAO VICE-CHAIR 1.00
Officer Director
$0 $0 $0
ROB SMALL TRUSTEE 1.00
Director
$0 $0 $0
KRISTIN WALLACE TRUSTEE 1.00
Director
$0 $0 $0
STEVE FARLEY HEAD OF SCHOOL 40.00
Officer
$304,950 $41,245 $346,195
COURTNEY TOMASELLI CHIEF ADVANCEMENT OFFICER 40.00
Highest
$150,584 $27,679 $178,263
WENDY FALCHUK DIRECTOR OF ADMISSIONS AND 40.00
Highest
$125,724 $21,526 $147,250
PETER ZETLAN DIRECTOR OF EARLY CHILDHOO 40.00
Highest
$122,733 $22,107 $144,840
TARA HOFHERR DIRECTORS OF EARLY CHILDHOOD & MONTESSORI EDUCATIO 40.00
Highest
$131,782 $29,471 $161,253
JAMIE LACROIX DIRECTOR OF MARKETING & CO 40.00
Highest
$119,260 $15,590 $134,850
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 No data No data No data No data
2024 $19,608,021 $14,533,982 $38,402,894 $5,074,039
2023 $13,309,407 $13,483,995 $21,178,160 $-174,588
2022 $12,159,606 $12,588,290 $12,575,213 $-428,684
2021 $12,365,430 $12,409,074 $12,852,129 $-43,644
2020 $12,163,257 $11,726,258 $14,583,207 $436,999
2019 $11,857,824 $11,357,481 $13,756,557 $500,343
2018 $11,140,379 $11,619,447 $13,982,212 $-479,068
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