Nonprofit · EIN 04-2680395
HARBORLIGHT MONTESSORI SCHOOL INC
Also known as HARBORLIGHT MONTESSORI & MONTESS
Tax-exempt · BEVERLY, MA 01915
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $7,528,853 | $7,011,450 | $517,403 | $9,108,503 | $3,111,795 | $5,996,708 |
| June 30, 2024 | 990 | $7,680,696 | $6,481,713 | $1,198,983 | $8,471,686 | $3,045,687 | $5,425,999 |
| June 30, 2023 | 990 | $6,909,741 | $5,773,872 | $1,135,869 | $7,247,474 | $3,068,195 | $4,179,279 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $746,447
- of which government grants
- $690,283
- Program service revenue
- $6,587,085
- Investment income
- $184,742
- Net gain from sales of assets
- $9,956
- Other revenue
- $10,579
Expenses
- Grants and similar amounts paid
- $685,223
- Compensation of officers, directors and key employees
- $245,027
- Other salaries and wages
- $3,925,573
- Salaries, compensation and benefits (total)
- $4,883,331
- Professional fundraising fees
- $0
- Legal fees
- $4,664
- Accounting fees
- $37,973
- Occupancy
- $81,002
- Travel
- $37,000
- Depreciation
- $229,352
- Program services (functional)
- $5,365,597
- Management and general (functional)
- $1,645,853
Balance sheet and other
- Total assets, start of year
- $8,471,686
- Total assets, end of year
- $9,108,503
- Total liabilities, end of year
- $3,111,795
- Net assets, end of year
- $5,996,708
- Land, buildings and equipment
- $3,487,523
- Net assets without donor restrictions
- $5,692,283
- Net assets with donor restrictions
- $304,425
- Gross receipts
- $7,528,853
- Employees
- 127
- Volunteers
- 40
- Year formed
- 1979
- 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 |
|---|---|---|---|---|
| JAMES DICKMAN | FINANCE DIRECTOR Officer | 40 | $129,023 | $32,899 |
| RACHEL MCALPINE | ADMISSION & MI-NE DIRECTOR Highest-paid employee | 40 | $131,551 | $323 |
| MICHAEL L BOWLER | HEAD OF SCHOOL Officer | 40 | $92,299 | $18,485 |
| ELISA PITKIN | EDUCATION DIRECTOR Highest-paid employee | 40 | $108,663 | $290 |
| EILEEN CARUSO | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| BRANDI JOHNSON | VICE PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| KEVIN CARR | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| AMIE CRAWFORD | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| JOHN CUSOLITO | TRUSTEE Trustee or director | 2 | $0 | $0 |
| TACHOU DUBUISSON BROWN | TRUSTEE Trustee or director | 2 | $0 | $0 |
| KEVIN MURPHY | TRUSTEE Trustee or director | 2 | $0 | $0 |
| DEAN TSOUVALAS | TRUSTEE Trustee or director | 2 | $0 | $0 |
990 for the year ended June 30, 2024: 12 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| PAUL HOROVITZ | HEAD OF SCHOOL Officer | 40 | $163,292 | $480 |
| RACHEL MCALPINE | ADMISSION & MI-NE DIRECTOR Highest-paid employee | 40 | $120,080 | $591 |
| ELISA PITKIN | EDUCATION DIRECTOR Highest-paid employee | 40 | $101,478 | $11,269 |
| JAMES DICKMAN | FINANCE DIRECTOR Officer | 40 | $96,916 | $15,658 |
| EILEEN CARUSO | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| BRANDI JOHNSON | VICE PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| KEVIN CARR | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| AMIE CRAWFORD | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| JOHN CUSOLITO | TRUSTEE Trustee or director | 2 | $0 | $0 |
| DEAN TSOUVALAS | TRUSTEE Trustee or director | 2 | $0 | $0 |
| TACHOU DUBUISSON BROWN | TRUSTEE Trustee or director | 2 | $0 | $0 |
| DOUGLAS BOWKER | TRUSTEE Trustee or director | 2 | $0 | $0 |
990 for the year ended June 30, 2023: 11 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| PAUL HOROVITZ | HEAD OF SCHOOL Officer | 40 | $155,348 | $677 |
| JAMES DICKMAN | FINANCE DIRECTOR Officer | 30 | $79,610 | $14,003 |
| HEIDI ROMBOLA | TRUSTEE Trustee or director | 10 | $14,730 | $0 |
| EILEEN CARUSO | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| BRANDI JOHNSON | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| KEVIN CARR | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| DOUGLAS BOWKER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JOHN CUSOLITO | TRUSTEE Trustee or director, Officer | 1 | $0 | $0 |
| DEAN TSOUVALAS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| TACHOU DUBUISSON BROWN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| AMIE CRAWFORD | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 243 ESSEX ST, BEVERLY, MA 01915-2040
- In care of
- % JACKIE HIBBARD
- Principal officer (990 for 2024)
- MICHAEL BOWLER, 243 ESSEX STREET, BEVERLY, MA 01915
- Signed the 990
- MICHAEL BOWLER, HEAD OF SCHOOL
- Phone
- (978) 922-1008
- Website
- ENGAGEYOURWORLD.ORG
- Return prepared by
- CITRIN COOPERMAN ADVISORS LLC
Mission
WE ARE AN INFANT THROUGH 8TH GRADE MONTESSORI SCHOOL WHERE EVERY CHILD DEVELOPS INDEPENDENCE, SELF-CONFIDENCE, AND AN AWARENESS OF THE WORLD THEY INHIBIT. HIGHLY SKILLED TEACHERS CREATE A RESPECTFUL, SUPPORTIVE, AND PEACEFUL ENVIRONMENT WHERE THEY NURTURE EACH STUDENT'S NATURAL PASSION, CURIOSITY, AND DESIRE TO LEARN. STUDENTS EMBRACE THEIR UNIQUENESS AND FULLY ACHIEVE THEIR EDUCATIONAL, SOCIAL, AND EMOTIONAL POTENTIAL. OUR SCHOOL IS A DYNAMIC COMMUNITY OF SUPPORT FACULTY, ENGAGED FAMILIES, AND PASSIONATE STUDENTS.
Program accomplishments
- INSTRUCTION:HARBORLIGHT MONTESSORI OFFERS A UNIQUELY WELL-ROUNDED, AUTHENTIC MONTESSORI EDUCATION FOR CHILDREN AGES 4 MONTHS THROUGH 14 YEARS. DURING THIS FISCAL YEAR THEY PROVIDED EDUCATION FOR APPROXIMATELY 265 STUDENTS.Expenses $4,588,762 · grants $685,223 · revenue $5,932,689
- SUMMER PROGRAMS:HARBORLIGHT OFFERS AN AUTHENTIC MONTESSORI EXPERIENCE DURING THE SUMMER MONTHS THAT INCLUDES A COMBINATION OF MONTESSORI CLASSROOM CURRICULUM AND ADVENTURES IN THE OUTDOOR CLASSROOM WITH A FOCUS ON SCIENCE AND NATURE.Expenses $681,232 · revenue $563,981
- TEACHER EDUCATION:MONTESSORI INSTITUTE-NEW ENGLAND PROVIDES EXCEPTIONAL ACADEMIC PROGRAMS DEDICATED TO THE SPIRITUAL AND TECHNICAL PREPARATION OF THE ADULT. AS A LEARNING COMMUNITY, WE PROMOTE INQUIRY, ENGAGEMENT, AND A COMMITMENT TO COMMON PURPOSE - THE DEVELOPMENT OF THE HUMAN POTENTIAL.Expenses $95,603 · revenue $90,415
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
- 04-2680395
- 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
- 1980
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B21Z)
- Assets (IRS master file)
- $9,108,503
- Income (IRS master file)
- $7,528,853
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $7,528,853 | $7,011,450 | $9,108,503 | XML |
| 990 | June 2024 | $7,680,696 | $6,481,713 | $8,471,686 | XML |
| 990 | June 2023 | $6,909,741 | $5,773,872 | $7,247,474 | XML |
| 990 | June 2022 | $5,927,813 | $5,261,041 | $6,300,685 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | 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 04-2680395).
Questions about HARBORLIGHT MONTESSORI SCHOOL INC
- What is the EIN of HARBORLIGHT MONTESSORI SCHOOL INC?
- The employer identification number (EIN) of HARBORLIGHT MONTESSORI SCHOOL INC is 04-2680395.
- Is HARBORLIGHT MONTESSORI SCHOOL INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1980.
- Are donations to HARBORLIGHT MONTESSORI SCHOOL INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HARBORLIGHT 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 HARBORLIGHT 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 HARBORLIGHT 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 HARBORLIGHT MONTESSORI SCHOOL INC?
- The 990 for the year ended June 30, 2025 names MICHAEL BOWLER.
- Who are the officers and directors of HARBORLIGHT MONTESSORI SCHOOL INC?
- The 990 for the year ended June 30, 2025 lists 12 people; 4 received compensation from the organization, the highest $129,023 (JAMES DICKMAN, FINANCE DIRECTOR).
- How much revenue does HARBORLIGHT MONTESSORI SCHOOL INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $7,528,853, expenses of $7,011,450 and total assets of $9,108,503 at year end.
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