OAK MEADOW MONTESSORI SCHOOL INC

EIN: 042629516 501(c)(3)

LITTLETON, MA

Total Revenue
$4,219,799
Total Expenses
$4,456,212
Total Assets
$5,346,003
Net Assets
$2,475,968
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1978
Legal Domicile
MA
Principal Officer
BRIDGET BARRETT-PARKER
Phone
9784869874
Tax Period
2024-07-01 to 2025-06-30

OAK MEADOW MONTESSORI SCHOOL INC, founded in 1978, is a community nonprofit that reported $4.2M in total revenue in fiscal year 2024. Revenue decreased 5% compared to the prior year.

Mission

OAK MEADOW MONTESSORI SCHOOL IS ROOTED IN THE CHILD-CENTERED MONTESSORI PHILOSOPHY, WHICH FOSTERS ACADEMIC EXCELLENCE, PERSONAL GROWTH, AND CULTURAL AWARENESS WHILE NURTURING CHILDREN'S 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 STUDENT'S 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.

Program Service Accomplishments

Program 1
Expenses: $3,070,135 Revenue: $3,953,822

THE SCHOOL PROVIDES EDUCATIONAL OPPORTUNITIES FOR STUDENTS FROM FIFTEEN MONTHS OF AGE THROUGH GRADE EIGHT. IN FY25, THERE WERE 150 STUDENTS ENROLLED DURING THE SCHOOL YEAR.

Program 2
Expenses: $19,006 Revenue: $200,020

THE SCHOOL PROVIDES EDUCATIONAL SUMMER PROGRAMS FOR STUDENTS FROM FIFTEEN MONTHS OF AGE THROUGH GRADE EIGHT. IN FY25, THERE WERE 77 STUDENTS ENROLLED IN THE SUMMER PROGRAM.

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Trantor Score

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

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $32,392
Program Service Revenue $4,152,620
Investment Income $1,165
Other Revenue $33,622
TOTAL REVENUE $4,219,799

Expense Breakdown

Grants Paid $420,875
Salaries & Benefits $2,858,574
Fundraising Expenses $41,574
Program Expenses $3,089,141
Other Expenses $1,176,763
TOTAL EXPENSES $4,456,212

Year-over-Year Comparison

2024 2023 Change
Revenue $4,219,799 $4,458,394 -0.1%
Expenses $4,456,212 $5,087,787 -0.1%
Net Income $-236,413 $-629,393 -0.6%
Key Indicators
✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
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Governance

Voting Members
13
Independent Members
12
Employees
100
Volunteers
19

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
3
$214,556
Total Directors
14
$214,556
Key Employees
0
$0
Highest Compensated
2
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
BEN SCARLET TRUSTEE 2.00
Director
$0 $0 $0
EILEEN WILLISTON TRUSTEE (INACTIVE AS OF 06/2025) 2.00
Director
$0 $0 $0
HILARY MAGLOTHIN TRUSTEE 2.00
Director
$0 $0 $0
JACQUELYN N RAFTERY-HELMER TRUSTEE 2.00
Director
$0 $0 $0
JAMES STECKART HEAD OF SCHOOL (UNTIL 6/30/2025) 40.00
Officer Director
$214,556 $0 $214,556
JONATHAN AMBROSE TRUSTEE 2.00
Director
$0 $0 $0
KATIE WILLIAMSON ARCIERI CHAIR (INACTIVE AS OF 06/2025) 2.00
Officer Director
$0 $0 $0
KATI HAZRATI MERRILL TRUSTEE (INACTIVE AS OF 02/2025) 2.00
Director
$0 $0 $0
KRISTIN FITZGERALD TRUSTEE 2.00
Director
$0 $0 $0
MIKE MATTHEWS TRUSTEE (INACTIVE AS OF 06/2025) 2.00
Director
$0 $0 $0
RAEDA ADDOUM TRUSTEE (INACTIVE AS OF 4/2025) 2.00
Director
$0 $0 $0
TAMSIN MANSLEY TRUSTEE 2.00
Officer Director
$0 $0 $0
VIVEK GUPTA TRUSTEE 2.00
Director
$0 $0 $0
QUEEN ALLOTEY-PAPPOE TRUSTEE 2.00
Director
$0 $0 $0
LEE G WATERHOUSE DIRECTOR OF EDUCATION 40.00
Highest
$106,605 $6,037 $112,642
NICOLE DEROSA DIRECTOR OF BUSINESS OPERATIONS (UNTIL 3/2025) 40.00
Highest
$111,835 $13,521 $125,356
JASON SCHEURLE FORMER HEAD OF SCHOOL 0.00
$192,884 $0 $192,884
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 $4,219,799 $4,456,212 $5,346,003 $-236,413
2024 $4,458,394 $5,087,787 $5,818,354 $-629,393
2023 $4,543,056 $4,653,343 $6,742,905 $-110,287
2022 $4,834,409 $4,325,207 $7,292,842 $509,202
2021 $3,205,570 $3,298,055 $7,425,281 $-92,485
2020 $3,243,003 $3,401,736 $6,315,413 $-158,733
2019 $3,047,073 $3,367,597 $7,330,353 $-320,524
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