2024-11-08T18:00:05-05:00 2024-06-30 842223883 RECKON PRO ACCOUNTING 76 MERRIMACK STREET SUITE 8B Haverhill MA 01830 990 2023-07-01 831413096 WISTERIA MONTESSORI INC WIST 76 MERRIMACK STREET SUITE 4 HAVERHILL MA 01830 LIXUE TU PRESIDENT 9783089038 2024-10-29 true true Casimir Jeune P02440826 9789146282 2024-11-08 2023 2024-10-15 13:58:12Z 444264 false 6267 X WWW.WISTERIAMONTESSORI.ORG X 2018 MA WISTERIA MONTESSORI, INC. IS A CHILD-CENTERED EDUCATION THAT EMPHASIZES AND INDIVIDUALIZES SELF-DIRECTED LEARNING. ACTIVITIES ARE DESIGNED TO ALLOW CHILDREN TO EXPLORE AND LEARN AT THEIR OWN PACE BASED ON THEIR UNIQUE INTEREST AND ABILITIES. WISTERIA MONTESSORI, 5 0 12 0 0 86022 100242 245065 328014 0 15757 16008 346844 444264 0 0 157610 254234 4645 0 6586 87145 89782 249400 344016 97444 100248 153170 216079 120107 82768 33063 133311 WISTERIA MONTESSORI, INC. IS A CHILD-CENTERED EDUCATION THAT EMPHASIZES AND INDIVIDUALIZES SELF-DIRECTED LEARNING. ACTIVITIES ARE DESIGNED TO ALLOW CHILDREN TO EXPLORE AND LEARN AT THEIR OWN PACE BASED ON THEIR UNIQUE INTEREST AND ABILITIES. WISTERIA MONTESSORI, false false 279178 100242 328014 PROGRAM SERVICE ACCOMPLISHMENTS OVER THE PAST YEAR, REFLECTING OUR COMMITMENT TO EDUCATIONAL EXCELLENCE AND COMMUNITY.1)EXPANDED ENROLLMENT: WE SUCCESSFULLY INCREASED OUR ENROLLMENT BY AN IMPRESSIVE 66%, DEMONSTRATING OUR GROWING REPUTATION AND DEMAND FOR QUALITY MONTESSORI EDUCATION. ADDITIONALLY, WE HAVE MAINTAINED A ROBUST ENROLLMENT OF 30% TO 40% LOW-INCOME FAMILIES, ENSURING THAT OUR PROGRAMS REMAIN ACCESSIBLE TO ALL MEMBERS OF THE COMMUNITY.2)PROFESSIONAL DEVELOPMENT: OUR FOCUS ON PROFESSIONAL DEVELOPMENT HAS RESULTED IN MOST OF OUR TEACHING STAFF TRANSITIONING TO FULL-TIME POSITIONS WITH BENEFITS. THIS COMMITMENT NOT ONLY ENHANCES JOB SATISFACTION BUT ALSO IMPROVES EDUCATIONAL OUTCOMES FOR OUR STUDENTS. FURTHERMORE, OUR ASSISTANT OUR ASSIS3)COMMUNITY ENGAGEMENT: WE HAVE IMPLEMENTED INITIATIVES TO PROVIDE NUTRITIOUS SNACKS AND FRESH PRODUCE. THIS NOT ONLY ADDRESSES FOOD SECURITY BUT ALSO PROMOTES HEALTHY EATING HABITS AMONG OUR STUDENTS AND FAMILIES. 279178 true false false false false false false false false false false false false false true false false false true false false false false false false false false false false false false false false false false false false false false false false false false false false false false true 0 0 true 12 true false false false false false false false false false false false false false false false false false X 5 0 false false false false false false false true true false false true true true true true true false false false MA X LIXUE TU 9783089638 76 MERRIMACK STREET SUITE 4 HAVERHILL MA 01830 LIXUE TU PRESIDENT 40.00 5.00 X 56657 0 0 HAILEY MOSCHELLA CLERK 40.00 5.00 X 46970 0 0 DEVANSHI DESAI VICE PRESIDENT 0.00 0.00 X 0 0 0 GRACIELA TRILLA DIRECTOR 0.00 0.00 X 0 0 0 RACHEL MCALPINE TREASURER 0.00 0.00 X 0 0 0 103627 0 0 0 false false false X 100242 100242 TUITION REVENUE 611710 328014 328014 328014 INTEREST 523000 12 12 APPLICATION FEE 561499 480 480 BOUNCED CHECK 561499 200 200 15316 15316 16008 444264 344022 0 0 X 254234 215782 33437 5015 705 705 52705 36894 15811 3133 3133 6118 4894 1224 PROGRAM SUPPLIESEDUCATIONAL 5306 5306 PROFESSIONAL FEES 5444 5200 44 200 BANK CHARGES 2219 2219 TRAINING & LICENSING 9751 8491 1260 4401 2611 419 1371 344016 279178 58252 6586 X 148861 180714 19140 4309 16225 153170 216079 120107 1226 1047 68444 12051 120107 82768 X 33063 133311 33063 133311 153170 216079 100248 0 X true X false false X CUSTOMER DEPOSITS 9300 OTHER TUITION LIABILITY 2751 12051 true true false true true true true false false false false false false false false false false true Governing body meeting documentation Part VI line 8a CLARIFY AND ASSIGN ROLES & RESPONSIBILITIES. REVIEW BYLAWS AND DETERMINE WHAT THE ROLES ARE AND WHO IS RESPONSIBLE FOR WHAT, LEANING INTO DELEGATING POWER AND RESPONSIBILITY TO TEACHER LEADERS.HOLD REFLECTION SPACE FOR TEACHER LEADER(S) TO REFLECT ON THE SCHOOLS PROGRESS AND GROWTH, OPPORTUNITIES AND CHALLENGES, AND THEIR OWN PERSONAL GROWTH AND EVOLUTIONARY EDGE. Form 990 governing body review Part VI line 11 AS THE GOVERNING BODY IT IS OUR RESPONSIBILITY TO OVERSEE THE OPERATIONS, FINANCIAL AND COMPLIANCE OF WISTERIA MONTESSORI INC. WE HAVE REVIEWD THE 990 INCLUDING THE FINANCIAL STATEMENTS, SCHEDULES AND ACCOMPANYING DISCLOSURE AND HAVE ENSURED THAT THEY ARE IN ACCORDANCE WITH THE APPLICABLE LAWS, REGULATIOS AND INTERNAL POLICIS. Officer director etc mailing address Part VI line 9 NAME AND ADDRESS TITLELIXUE TU PRESIDENT 7 ELLIS ST METHUEN, MA 01844RACHEL MCALPINE TREASURER45 WINTHROP AVENUE BEVERLY, MA 01915HAILEY MOSCHELLA CLERK11 ALLEN ST HAVERHILL, MA 01835DEVANSHI DESAI VICE PRESIDENT76A TRAPELO ROAD LINCOLN, MA 01773GRACIELA TRILLA DIRECTOR2 WEST MEADOW RD HAVERHILL, MA 01832 Conflict of interest policy compliance Part VI line 12c WISTERIA MONTESSORI INC IS COMMINTED TO CONDUCTING ITS AFFAIRS WITH INTEGRITY, TRANSPARENCY AND ACCOUNTABILITY. AS PART OF THIS COMMITMENT THE ORGANIZATION HAS ADOPTED A CONFLICT OF INTEREST POLICY TO ENSURE THAT ALL PERSONAL AND FINANCIAL INTEREST OF ITS BOARD MEMBERS, OFFICERS EMPLOYEES AND VOLUNTEERS DO NOT COMPROMISE THE ORGANIZATIONS MISSION, BEST INTEREST REPUTATION. Governing documents etc available to public Part VI line 19 WISTERIA MONTESSORI INC MAINTAINS COPIES OF ALL FORMS AT ITS LOCATION WHERE INDIVIDUALS CAN VISIT AND REVIEW THE DOCUMENTS IN PERSON UPON REQUEST. Statement of Revenue Part VIII DONATION/ GRANT REVENUE $ 100,242.TUITION REVENUE $ 328,014.PPP FORGIVENESS INCOME $ 15,000.INTERET EARNED FROM BANK ACCOUNT $ 12.APPLICATION FEE $ 480. LATE PAYMENT FEE $ 220.CREDIT CARD REWARD $ 95.BOUNCED CHECK FEE $ 200-----------------------------------------------------------------TOTAL $ 444,263. List of other expenses Part IX line 24e EDUCATIONAL SUPPLIES $2693REIMBURSTMENT EXPENSE $2808.UTILITIES $5299.LEGAL & PROFESSIONAL $1058.SMALL FURNITURES $2240.PROFESSIONAL DEVELOPMENT $ 987.REPAIR & MAINTENANCE $ 20.LICENSE $ 118.MEALS $ 100.PAYROLL SERVICE FEE $ 949.TOTAL TO FORM 990 PART IX LINE 24E $16,282. Balance Sheet Part X AMERICA EXPRESS $ 1,226.CUSTOMER DEPOSIT $ 12,050.DEFERRED GRANT $ 1,047.LOAN FROM WILDFLOWER FOUNDATION $ 68,444.------------------------------------------------TOTAL $ 82,767.