2026-03-26T09:53:45-05:00 2025-06-30 823736106 POZERSKI HATCH & COMPANY 100 LEDGEWOOD PLACE SUITE 304 ROCKLAND MA 02370 990 2024-07-01 042629516 OAK MEADOW MONTESSORI SCHOOL INC OAKM 9784869874 2 OLD PICKARD LANE LITTLETON MA 01460 BRIDGET BARRETT-PARKER HEAD OF SCHOOL 9784869874 2026-03-25 1 1 MICHELLE HATCH P01222458 7814801430 2026-03-25 2024 2025-03-06 01:10:19Z BRIDGET BARRETT-PARKER 2 OLD PICKARD LANE LITTLETON MA 01460 4219799 0 X WWW.OAKMEADOW.ORG X 1978 MA 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. THE SCHOOL TEACHES CHILDREN FROM 15 MONTHS OF AGE THROUGH GRADE 8. 13 12 100 19 0 0 88740 32392 4348510 4152620 2345 1165 18799 33622 4458394 4219799 386669 420875 0 0 3531826 2858574 0 0 41574 1169292 1176763 5087787 4456212 -629393 -236413 5818354 5346003 3105973 2870035 2712381 2475968 X 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. 0 0 3070135 420875 3953822 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. 19006 200020 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. 3089141 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 20 0 1 100 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 12 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 MA X BRIDGET BARRETT-PARKER 9784869874 2 OLD PICKARD LANE LITTLETON MA 01460 BEN SCARLET TRUSTEE 2.00 X 0 0 0 EILEEN WILLISTON TRUSTEE (INACTIVE AS OF 06/2025) 2.00 X 0 0 0 HILARY MAGLOTHIN TRUSTEE 2.00 X 0 0 0 JACQUELYN N RAFTERY-HELMER TRUSTEE 2.00 X 0 0 0 JAMES STECKART HEAD OF SCHOOL (UNTIL 6/30/2025) 40.00 X X 214556 0 0 JONATHAN AMBROSE TRUSTEE 2.00 X 0 0 0 KATIE WILLIAMSON ARCIERI CHAIR (INACTIVE AS OF 06/2025) 2.00 X X 0 0 0 KATI HAZRATI MERRILL TRUSTEE (INACTIVE AS OF 02/2025) 2.00 X 0 0 0 KRISTIN FITZGERALD TRUSTEE 2.00 X 0 0 0 MIKE MATTHEWS TRUSTEE (INACTIVE AS OF 06/2025) 2.00 X 0 0 0 RAEDA ADDOUM TRUSTEE (INACTIVE AS OF 4/2025) 2.00 X 0 0 0 TAMSIN MANSLEY TRUSTEE 2.00 X X 0 0 0 VIVEK GUPTA TRUSTEE 2.00 X 0 0 0 QUEEN ALLOTEY-PAPPOE TRUSTEE 2.00 X 0 0 0 LEE G WATERHOUSE DIRECTOR OF EDUCATION 40.00 X 106605 0 6037 NICOLE DEROSA DIRECTOR OF BUSINESS OPERATIONS (UNTIL 3/2025) 40.00 X 111835 0 13521 JASON SCHEURLE FORMER HEAD OF SCHOOL 0.00 X 192884 0 0 625880 0 19558 4 1 1 0 0 32392 32392 TUITION AND FEES 611600 3952600 3952600 SUMMER PROGRAMS 611600 200020 200020 4152620 1165 1165 32400 0 32400 32400 32400 OTHER INCOME 900099 1222 1222 1222 4219799 4153842 0 33565 420875 420875 243526 168033 73058 2435 2167655 1495682 650296 21677 31616 21815 9485 316 230737 159209 69221 2307 185040 127678 55512 1850 5114 5114 99807 99807 174695 77501 97194 9355 9355 30753 21219 9225 309 23498 16214 7049 235 271440 187295 81432 2713 5714 2857 2857 88158 60829 26447 882 204046 140792 61214 2040 38825 26789 11648 388 TEACHING SUPPLIES AND M 86937 86937 FIELD TRIP EXPENSE 50302 50302 BAD DEBTS 34932 34932 STAFF TRAINING 15406 10630 4622 154 37781 17341 17029 3411 4456212 3089141 1325497 41574 178105 79550 788574 614243 5034 260 61219 32510 77908 46188 8142311 3579674 4707514 4562637 0 10615 5818354 5346003 410108 339465 637620 605802 1885371 1724774 153808 176499 19066 23495 3105973 2870035 X 2692371 2455958 20010 20010 2712381 2475968 5818354 5346003 -236413 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 410000 410000 6524017 2600684 3923333 664062 565658 98404 434467 342707 91760 109765 70625 39140 4562637 LEASE LIABILITY 23495 23495 3798924 -420875 -420875 4219799 0 4219799 4035337 0 4035337 420875 420875 4456212 PART XI, LINE 2D - OTHER ADJUSTMENTS: TUITION DISCOUNTS -420,875. PART XII, LINE 4B - OTHER ADJUSTMENTS: TUITION DISCOUNTS 420,875. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THE SCHOOL IS A MEMBER OF THE ASSOCIATION OF INDEPENDENT SCHOOLS OF NEW ENGLAND (AISNE), WHICH PLACES ADS IN LOCAL NEWSPAPERS ON AN ANNUAL BASIS FOR ITS MEMBERS. THE SCHOOL ALSO HAS A NONDISCRIMINATORY STATEMENT IN ITS LITERATURE AND WEBSITE. 1 FINANCIAL BASED ASSISTANCE 51 369822 TUITION REMISSION AND OTHER DISCOUNTS 23 51053 PART I, LINE 2: TUITION ASSISTANCE APPLICATIONS ARE SUBMITTED AND ADMINISTERED THROUGH FACTS. WE OFFER 2/3 TUITION REMISSION FOR EMPLOYEES. X X X X 1 0 0 0 0 0 0 0 0 JAMES STECKART HEAD OF SCHOOL (UNTIL 6/30/2025) 214556 0 0 0 0 0 0 0 0 0 214556 0 0 0 JASON SCHEURLE FORMER HEAD OF SCHOOL 0 0 0 0 192884 0 0 0 0 0 192884 0 0 0 PART I, LINE 4A JASON SCHEURLE, FORMER HEAD OF SCHOOL, COMPLETED HIS EMPLOYMENT ON 1/5/2024 AND WAS PAID FOR HIS SERVICES THROUGH THAT DAY AND IN ACCORDANCE WITH HIS EMPLOYMENT AGREEMENT. HE RECEIVED A W-2 IN 2024 WHICH REFLECTS ALL FINAL PAYMENTS HE RECEIVED DURING THE CALENDAR YEAR UPON TO COMPLETION OF HIS EMPLOYMENT. A MASS DEVELOPMENT FINANCE AGENCY 043431814 2013-03-11 3700000 REFINANCE OF 2/26/09 BOND USED FOR NEW BUILDING, AND BUILDING IMPROVEMENTS 0 0 0 A 1814629 1885371 3700000 2013 1 0 1 1 A 0 0 0 0 0 0 0 A 0 0 0 0 0 0 0 0 0 A 1 FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED AND APPROVED BY THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 12C WE REQUIRE ALL TRUSTEES TO SIGN AND DECLARE A CONFLICT OF INTEREST STATEMENT ANNUALLY. ONCE ALL TRUSTEES HAVE COMPLETED THESE FORMS, THE AUDIT AND RISK MANAGEMENT COMMITTEE REVIEWS THEM AND MAKES SURE THE TRUSTEES WHO HAVE A CONFLICT OF INTEREST REFRAIN FROM VOTING ON DECISIONS RELATED TO THIS INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION RECEIVES A COMPENSATION STUDY THROUGH AISNE WITH RESPECT TO OUR CURRENT EMPLOYEES AND HOW THEIR PAY COMPARES TO AREA INDEPENDENT SCHOOL AND MONTESSORI SCHOOL COMPETITORS. THE SCHOOL PRESENTS THIS TO FINCOM WHO PUTS FORWARD A COMPENSATION RECOMMENDATION. THE BOARD APPROVES A TOTAL COMPENSATION POOL AND THE HEAD OF SCHOOL THEN DELIVERS THAT INCREASE VIA OUR EMPLOYEMENT AGREEMENTS EACH SPRING. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.