2026-03-04T11:47:56-06:00 2025-06-30 043379904 STOWE & DEGON LLC 95A TURNPIKE ROAD WESTBOROUGH MA 01581 990 2024-07-01 042934914 BAY FARM MONTESSORI ACADEMY INC BAYF 7819347101 145 LORING STREET DUXBURY MA 02332 MARK TURNER TREASURER 7819347101 2026-02-18 1 0 RICHARD ANTENUCCI P00893261 5089836700 2026-02-18 2024 2025-03-06 01:10:19Z MARK TURNER 145 LORING STREET DUXBURY MA 02332 4296116 0 X WWW.BFARM.ORG X 1986 MA DAY SCHOOL FOR PRE-KINDERGARTEN THROUGH GRADE 6. 8 8 92 40 0 0 222653 182591 4465578 3754684 42545 45754 -1564 313087 4729212 4296116 841432 441036 0 0 2990884 2683145 0 0 38865 951084 986090 4783400 4110271 -54188 185845 5608334 6642326 2184747 3032894 3423587 3609432 TO WORK TOGETHER TO CULTIVATE A VIBRANT MONTESSORI LEARNING COMMUNITY WHERE CHILDREN ARE INSPIRED TO GROW WITH JOY, PURPOSE AND COMPASSION. 0 0 3486974 441036 4066771 TO PROMOTE THE PROPER UPBRINGING AND EDUCATION OF CHILDREN WHILE FOLLOWING THE MONTESSORI CURRICULUM GUIDELINES THROUGH A CO-ED DAY SCHOOL FOR APPROXIMATELY 163 STUDENTS FROM PRE-KINDERGARTEN THROUGH GRADE 6. 3486974 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 10 0 1 92 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MA X THE ORGANIZATION 7819347101 145 LORING STREET DUXBURY MA 02332 MICHAEL CHRISTIANO TRUSTEE 1.00 X 0 0 0 KYLE RODERICK VICE PRESIDENT 1.00 X X 0 0 0 MARK TURNER TREASURER 1.00 X X 0 0 0 EMILY GOODMAN-SIMEONE TRUSTEE 1.00 X 0 0 0 LEONARD TAYLOR TRUSTEE 1.00 X 0 0 0 CARMEN CODJOE TRUSTEE 1.00 X 0 0 0 DENISE MENGANI TRUSTEE 1.00 X 0 0 0 MICHELE MCKALE FACULTY REPRESENTATIVE 1.00 X 0 0 0 LUCY TURNER MPA REPRESENTATIVE 1.00 X 0 0 0 RACHEL BELSAN FACULTY REPRESENTATIVE 1.00 X 0 0 0 HAUK KITE-POWELL TRUSTEE EMERITUS 1.00 X 0 0 0 SARIANNA SEEWALD TRUSTEE EMERITUS 1.00 X 0 0 0 JAMES HENDERSON TRUSTEE 1.00 X 0 0 0 JOSEF WAGNER PRESIDENT 1.00 X X 0 0 0 GRAINNE MURRAY HEAD OF SCHOOL 55.00 X 110270 0 3325 KELLEY KASAK-COLLINS ASST. HEAD OF SCHOOL 47.00 X 106502 0 0 216772 0 3325 2 0 0 0 0 137676 44915 182591 TUITION AND FEES 611110 3255457 3255457 SUMMER AND OTHER PROGR 611110 434626 434626 MISCELLANEOUS 611110 64601 64601 3754684 45754 45754 1000 0 1000 1000 EMPLOYEE RETENTION CRE 900099 312087 312087 312087 4296116 4066771 0 46754 441036 441036 2355907 2016407 308750 30750 114634 98115 15023 1496 212604 181967 27862 2775 99794 27611 71862 321 82697 37115 45582 25330 21459 3792 79 56462 28008 28454 260722 219074 41648 45777 39369 6408 203747 203747 80201 68644 11557 PROGRAM SUPPORT 38124 38124 0 0 CLASSROOM SUPPLIES 26457 26457 0 0 MISCELLANEOUS 25454 11935 10100 3419 BANK AND CREDIT CARD FE 15226 13094 2132 26099 14812 11262 25 4110271 3486974 584432 38865 588307 1720917 958984 1004738 28557 24068 44800 42417 7371817 3521631 3987686 3850186 5608334 6642326 251160 320728 1036048 1895361 897539 816805 2184747 3032894 X 3420951 3607827 2636 1605 3423587 3609432 5608334 6642326 185845 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 469502 45754 515256 426957 42545 469502 419013 7944 426957 374519 44494 419013 82057 292462 374519 0 0 1103475 1103475 4709798 2442685 2267113 927583 558358 369225 630961 520588 110373 3850186 X 3878215 23135 23135 3855080 441036 441036 4296116 3692370 23135 23135 3669235 441036 441036 4110271 PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT CONSISTS OF FUNDS THAT HAVE BEEN RESTRICTED BY THE BOARD OF TRUSTEES. THE ORGANIZATION HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS AND ACTIVITIES SUPPORTED BY ITS ENDOWMENT. UNDER THIS APPROACH, THE ENDOWMENT ASSETS ARE INVESTED IN A MANNER THAT IS INTENDED TO PRODUCE AN OPTIMUM LEVEL OF RETURN THAT EQUALS OR EXCEEDS RELEVANT BENCHMARKS WHILE ASSUMING A LOW LEVEL OF INVESTMENT RISK. ACTUAL RETURNS IN ANY GIVEN YEAR MAY VARY FROM THIS AMOUNT. PART X, LINE 2: THE ACADEMY HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: MPA FUNDRAISING EXPENSES 23,135. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID AND DISCOUNTS 441,036. PART XII, LINE 2D - OTHER ADJUSTMENTS: MPA FUNDRAISING EXPENSES 23,135. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID AND DISCOUNTS 441,036. 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 ORGANIZATION IS A MEMBER OF THE ASSOCIATION OF INDEPENDENT SCHOOLS OF NEW ENGLAND (AISNE). ON AN ANNUAL BASIS, AISNE PUBLISHES THE NON-DISCRIMINATORY POLICY FOR ALL OF ITS MEMBER SCHOOLS. 1 RIGHT-FIT TUITION ASSISTANCE 64 436601 PART I, LINE 2: FINANCIAL AID IS AVAILABLE TO FAMILIES WITH A DEMONSTRATED FINANCIAL NEED AND TUITION DISCOUNTS ARE AVAILABLE TO FAMILIES OF EMPLOYEES OF THE ORGANIZATION. X 0 0 0 0 0 0 0 0 0 PART I, LINE 3 KEY EMPLOYEE SALARIES ARE DETERMINED BY THE BOARD AFTER REVIEW OF COMPARABLE DATA. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS INDIVIDUALLY REVIEWED BY THE MEMBERS OF THE AUDIT COMMITTEE AND THE MEMBERS OF THE FINANCE COMMITTEE, INCLUDING THE PRESIDENT OF THE BOARD, HOS, CFO AND TREASURER. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REQUIRES OFFICERS AND TRUSTEES TO COMPLETE CONFLICT OF INTEREST DISCLOSURE STATEMENTS. IN ADDITION, THE BOARD OF TRUSTEES REVIEWS ANY CONFLICTS THAT EMERGE AS A RESULT OF THE INFORMATION PROVIDED. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION OF THE HEAD OF SCHOOL IS REVIEWED ON AN ANNUAL BASIS IN CONNECTION WITH THE ORGANIZATION'S BUDGETING PROCESS. THE BOARD OF TRUSTEES REVIEWS AND APPROVES THE COMPENSATION OF THE HEAD OF SCHOOL. SUCH DELIBERATIONS AND DECISIONS ARE RECORDED IN THE MEETING MINUTES. FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS ARE AVAILABLE UPON REQUEST AND VIA THE WEBSITES OF CERTAIN STATE REGULATORY AGENCIES.