Nonprofit · EIN 04-2104370
THE KINGSLEY MONTESSORI SCHOOL INC
Tax-exempt · BOSTON, MA 02116
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $15,194,535 | $14,690,380 | $504,155 | $39,526,841 | $30,492,747 | $9,034,094 |
| June 30, 2024 | 990 | $19,608,021 | $14,533,982 | $5,074,039 | $38,402,894 | $29,968,342 | $8,434,552 |
| June 30, 2023 | 990 | $13,309,407 | $13,483,995 | -$174,588 | $21,178,160 | $17,817,647 | $3,360,513 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,324,553
- Program service revenue
- $13,517,628
- Investment income
- $357,209
- Other revenue
- -$4,855
Expenses
- Grants and similar amounts paid
- $660,935
- Compensation of officers, directors and key employees
- $559,392
- Other salaries and wages
- $6,857,435
- Salaries, compensation and benefits (total)
- $9,331,402
- Professional fundraising fees
- $0
- Legal fees
- $82,863
- Accounting fees
- $66,574
- Occupancy
- $283,739
- Depreciation
- $646,925
- Program services (functional)
- $11,520,736
- Management and general (functional)
- $2,702,449
- Fundraising (functional)
- $467,195
Balance sheet and other
- Total assets, start of year
- $38,777,278
- Total assets, end of year
- $39,526,841
- Total liabilities, end of year
- $30,492,747
- Net assets, end of year
- $9,034,094
- Land, buildings and equipment
- $29,597,299
- Net assets without donor restrictions
- $8,940,574
- Net assets with donor restrictions
- $93,520
- Gross receipts
- $15,194,535
- Employees
- 157
- Volunteers
- 154
- Year formed
- 1945
- State of legal domicile
- MA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| STEVE FARLEY | HEAD OF SCHOOL Officer | 40 | $287,326 | $39,966 |
| TARA HOFHERR | DIRECTORS OF EARLY CHILDHO Highest-paid employee | 40 | $167,641 | $27,807 |
| FRANCIS CASH | CHIEF FINANCIAL AND OPERATIONS OFFICER Highest-paid employee | 40 | $184,379 | $6,854 |
| COURTNEY TOMASELLI | CHIEF ADVANCEMENT OFFICER Highest-paid employee | 40 | $163,887 | $25,343 |
| WENDY FALCHUK | DIRECTOR OF ADMISSIONS AND Highest-paid employee | 40 | $108,639 | $20,274 |
| JAMIE LACROIX | DIRECTOR OF MARKETING & CO Highest-paid employee | 40 | $110,117 | $12,557 |
| ROB ALBRO | TRUSTEE Trustee or director | 1 | $0 | $0 |
| VIVIAN ARIAS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| FATIMA AZIZ | TRUSTEE Trustee or director | 1 | $0 | $0 |
| NICK AZRACK | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MORAD ELHAFED | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DANIELLE FRISSELL | TRUSTEE Trustee or director | 1 | $0 | $0 |
| INGRID HAMMOND | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JONATHAN KASEN | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| WILL KRAUSE | TRUSTEE Trustee or director | 1 | $0 | $0 |
7 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LAURA NIELSEN | TRUSTEE Trustee or director | 1 | $0 |
| DANE RASMUSSEN | CLERK Trustee or director, Officer | 1 | $0 |
| JOSH ROTTNER | TRUSTEE Trustee or director | 1 | $0 |
| NIK SHAH | CHAIR Trustee or director, Officer | 1 | $0 |
| LARA SINICROPI-YAO | VICE-CHAIR Trustee or director, Officer | 1 | $0 |
| ROB SMALL | TRUSTEE Trustee or director | 1 | $0 |
| KRISTIN WALLACE | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 26 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| STEVE FARLEY | HEAD OF SCHOOL Officer | 40 | $304,950 | $41,245 |
| COURTNEY TOMASELLI | CHIEF ADVANCEMENT OFFICER Highest-paid employee | 40 | $150,584 | $27,679 |
| TARA HOFHERR | DIRECTORS OF EARLY CHILDHOOD & MONTESSORI EDUCATIO Highest-paid employee | 40 | $131,782 | $29,471 |
| WENDY FALCHUK | DIRECTOR OF ADMISSIONS AND Highest-paid employee | 40 | $125,724 | $21,526 |
| PETER ZETLAN | DIRECTOR OF EARLY CHILDHOO Highest-paid employee | 40 | $122,733 | $22,107 |
| JAMIE LACROIX | DIRECTOR OF MARKETING & CO Highest-paid employee | 40 | $119,260 | $15,590 |
| ROB ALBRO | TRUSTEE Trustee or director | 1 | $0 | $0 |
| VIVIAN ARIAS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| FATIMA AZIZ | TRUSTEE Trustee or director | 1 | $0 | $0 |
| NICK AZRACK | TRUSTEE Trustee or director | 1 | $0 | $0 |
| HEATHER CARRILLO | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| MORAD ELHAFED | VICE-TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| DANIELLE FRISSELL | TRUSTEE Trustee or director | 1 | $0 | $0 |
| INGRID HAMMOND | TRUSTEE Trustee or director | 1 | $0 | $0 |
| TARA JORDAN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JONATHAN KASEN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| WILL KRAUSE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| LAURA NIELSEN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MARIA PANTAZIS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DANE RASMUSSEN | CLERK Trustee or director, Officer | 1 | $0 | $0 |
| JOSH ROTTNER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| TEDD SAUNDERS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| NIK SHAH | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| LARA SINICROPI-YAO | VICE-CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| ROB SMALL | TRUSTEE Trustee or director | 1 | $0 | $0 |
| KRISTIN WALLACE | TRUSTEE Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 27 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| STEPHEN FARLEY | HEAD OF SCHOOL Officer | 40 | $293,382 | $40,063 |
| JAMES BONSEY | ASSOC. HEAD OF SCHOOL/CFO/COO Officer | 40 | $204,509 | $20,441 |
| COURTNEY TOMASELLI | CHIEF ADVACEMENT OFFICER Highest-paid employee | 40 | $144,999 | $26,239 |
| DAVID LIEBMANN | CHIEF ACADEMIC OFFICER Highest-paid employee | 40 | $144,997 | $25,860 |
| TARA HOFHERR | DIRECTOR OF UPPER ELEMENTA Highest-paid employee | 40 | $119,978 | $7,941 |
| PETER ZETLAN | DIRECTOR OF EARLY CHILDHOO Highest-paid employee | 40 | $115,293 | $11,850 |
| JAMIE LACROIX | DIRECTOR OF MARKETING & CO Highest-paid employee | 40 | $113,971 | $6,307 |
| WENDY FALCHUK | DIRECTOR OF ADMISSIONS AND ENROLLMENT Highest-paid employee | 40 | $113,920 | $941 |
| TARA JORDAN | CHAIR OF THE BOARD Trustee or director, Officer | 1 | $0 | $0 |
| VIVA HYATT | TRUSTEE Trustee or director, Officer | 1 | $0 | $0 |
| HEATHER CARRILLO | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| NIK SHAH | VICE CHAIR OF THE BOARD Trustee or director, Officer | 1 | $0 | $0 |
| ROB ALBRO | TRUSTEE Trustee or director | 1 | $0 | $0 |
| VIVIAN ARIAS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MORAD ELHAFED | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MATTHEW FRIEDMAND | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DANIELLE FRISSELL | TRUSTEE Trustee or director | 1 | $0 | $0 |
| INGRID HAMMOND | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JONATHAN KASEN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| WILL KRAUSE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MARIA PANTAZIS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DANE RASMUSSEN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ALEXIS ROGERS | CLERK Trustee or director | 1 | $0 | $0 |
| TEDD SAUNDERS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ROB SMALL | TRUSTEE Trustee or director | 1 | $0 | $0 |
| LARA SINICROPI-YAO | TRUSTEE Trustee or director | 1 | $0 | $0 |
| KRISTEN WALLACE | TRUSTEE Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 30 FAIRFIELD ST, BOSTON, MA 02116-2507
- Principal officer (990 for 2024)
- FRANCIS CASH, 30 FAIRFIELD STREET, BOSTON, MA 02116
- Signed the 990
- JAMES BONSEY, CHIEF FINANCIAL & OPERATING OFFICER
- Phone
- (617) 226-4904
- Website
- WWW.KINGSLEY.ORG
- Return prepared by
- PLANTE & MORAN PLLC
Mission
TO ENGAGE THE MIND, HANDS, AND HEART OF EACH CHILD TO NURTURE RESILIENT EXPLORERS, CONFIDENT LEARNERS, AND EMPATHETIC CITIZENS.
Program accomplishments
- THE KINGSLEY MONTESSORI SCHOOL, INC. MAINTAINS A NON-PROFIT PRIVATE SCHOOL AND, IN GENERAL, CONDUCTS ACTIVITIES FOR THE PROMOTION OF EDUCATION AND INSTRUCTION OF STUDENTS.Expenses $11,520,736 · grants $660,935 · revenue $13,517,628
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 04-2104370
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- School
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1946
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $39,526,841
- Income (IRS master file)
- $15,194,535
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $15,194,535 | $14,690,380 | $39,526,841 | IRS |
| 990 | June 2024 | $19,608,021 | $14,533,982 | $38,402,894 | XML |
| 990 | June 2023 | $13,309,407 | $13,483,995 | $21,178,160 | XML |
| 990 | June 2022 | $12,159,606 | $12,588,290 | $12,575,213 | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-2104370).
Questions about THE KINGSLEY MONTESSORI SCHOOL INC
- What is the EIN of THE KINGSLEY MONTESSORI SCHOOL INC?
- The employer identification number (EIN) of THE KINGSLEY MONTESSORI SCHOOL INC is 04-2104370.
- Is THE KINGSLEY MONTESSORI SCHOOL INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1946.
- Are donations to THE KINGSLEY MONTESSORI SCHOOL INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does THE KINGSLEY MONTESSORI SCHOOL INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of THE KINGSLEY MONTESSORI SCHOOL INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE KINGSLEY MONTESSORI SCHOOL INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of THE KINGSLEY MONTESSORI SCHOOL INC?
- The 990 for the year ended June 30, 2025 names FRANCIS CASH.
- Who are the officers and directors of THE KINGSLEY MONTESSORI SCHOOL INC?
- The 990 for the year ended June 30, 2025 lists 22 people; 6 received compensation from the organization, the highest $287,326 (STEVE FARLEY, HEAD OF SCHOOL).
- How much revenue does THE KINGSLEY MONTESSORI SCHOOL INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $15,194,535, expenses of $14,690,380 and total assets of $39,526,841 at year end.
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