Nonprofit · EIN 04-3298290
SUMMIT MONTESSORI SCHOOL
Tax-exempt · FRAMINGHAM, MA 01701
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $4,158,526 | $4,055,125 | $103,401 | $4,992,618 | $2,657,488 | $2,335,130 |
| June 30, 2024 | 990 | $3,792,435 | $3,984,101 | -$191,666 | $4,668,509 | $2,436,780 | $2,231,729 |
| June 30, 2023 | 990 | $3,198,078 | $3,152,774 | $45,304 | $4,887,995 | $2,464,610 | $2,423,385 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $630,967
- of which government grants
- $465,757
- Program service revenue
- $3,485,183
- Investment income
- $0
- Net income from fundraising events
- $26,186
- Other revenue
- $42,376
Expenses
- Grants and similar amounts paid
- $210,079
- Compensation of officers, directors and key employees
- $230,376
- Other salaries and wages
- $2,149,084
- Salaries, compensation and benefits (total)
- $2,831,080
- Professional fundraising fees
- $0
- Legal fees
- $3,859
- Accounting fees
- $104,855
- Occupancy
- $45,919
- Depreciation
- $130,787
- Program services (functional)
- $3,019,551
- Management and general (functional)
- $967,914
- Fundraising (functional)
- $67,660
Balance sheet and other
- Total assets, start of year
- $4,668,509
- Total assets, end of year
- $4,992,618
- Total liabilities, end of year
- $2,657,488
- Net assets, end of year
- $2,335,130
- Land, buildings and equipment
- $3,882,641
- Net assets without donor restrictions
- $2,034,981
- Net assets with donor restrictions
- $300,149
- Gross receipts
- $4,162,263
- Employees
- 52
- Volunteers
- 0
- Year formed
- 1996
- 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 |
|---|---|---|---|---|
| MARTHA TORRENCE | HEAD OF SCHOOL Trustee or director, Officer | 50 | $201,937 | $19,706 |
| CHRIS HUI | DIRECTOR OF FINANCE AND OP Highest-paid employee | 40 | $132,442 | $13,893 |
| MATTHEW GRASSE | PRESIDENT Trustee or director, Officer | 5 | $0 | $0 |
| JAMES LENNON | TREASURER/SECRETARY Trustee or director, Officer | 3 | $0 | $0 |
| ELBERT HARDEMAN | VICE PRESIDENT Trustee or director, Officer | 3 | $0 | $0 |
| SEBOUH ARAKELIAN | TRUSTEE Trustee or director | 3 | $0 | $0 |
| DANIELLE ROUSSEAU | TRUSTEE Trustee or director | 3 | $0 | $0 |
| ALEX STEPHEN | TRUSTEE Trustee or director | 3 | $0 | $0 |
| JOHN BOWER | TRUSTEE Trustee or director | 3 | $0 | $0 |
| DAVID KELLER | TRUSTEE Trustee or director | 3 | $0 | $0 |
| DAN BONOMO | TRUSTEE Trustee or director | 3 | $0 | $0 |
| ANDY GREENLAW | TRUSTEE Trustee or director | 3 | $0 | $0 |
| SUMMER SHAUD | TRUSTEE Trustee or director | 3 | $0 | $0 |
| SANDRA DURAN | TRUSTEE Trustee or director | 3 | $0 | $0 |
990 for the year ended June 30, 2024: 15 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MARTHA TORRENCE | HEAD OF SCHOOL Trustee or director, Officer | 50 | $198,953 | $20,593 |
| CHRIS HUI | DIRECTOR OF FINANCE AND OPERATIONS Highest-paid employee | 40 | $127,679 | $26,630 |
| MATTHEW GRASSE | PRESIDENT Trustee or director, Officer | 5 | $0 | $0 |
| JAMES LENNON | SECRETARY Trustee or director, Officer | 3 | $0 | $0 |
| ERIC FALCONE | TREASURER Trustee or director, Officer | 3 | $0 | $0 |
| ELBERT HARDEMAN | VICE PRESIDENT Trustee or director, Officer | 3 | $0 | $0 |
| MATTHEW TOMASZEWSKI | TRUSTEE Trustee or director | 3 | $0 | $0 |
| JESSICA MILAN | TRUSTEE Trustee or director | 3 | $0 | $0 |
| ALEX STEPHEN | TRUSTEE Trustee or director | 3 | $0 | $0 |
| JOHN BOWER | TRUSTEE Trustee or director | 3 | $0 | $0 |
| DAVID KELLER | TRUSTEE Trustee or director | 3 | $0 | $0 |
| DAN BONOMO | TRUSTEE Trustee or director | 3 | $0 | $0 |
| ANDY GREENLAW | TRUSTEE Trustee or director | 3 | $0 | $0 |
| SUMMER SHAUD | TRUSTEE Trustee or director | 3 | $0 | $0 |
| SANDRA DURAN | TRUSTEE Trustee or director | 3 | $0 | $0 |
990 for the year ended June 30, 2023: 16 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MARTHA TORRENCE | HEAD OF SCHOOL Trustee or director | 50 | $184,189 | $9,829 |
| MATTHEW GRASSE | PRESIDENT Trustee or director, Officer | 5 | $0 | $0 |
| KATE SALLEY | SECRATERY Trustee or director, Officer | 3 | $0 | $0 |
| JEFF ESPER | TRUSTEE Trustee or director, Officer | 5 | $0 | $0 |
| ERIC FALCONE | TREASURER Trustee or director | 3 | $0 | $0 |
| JOSH GROSSETTI | TRUSTEE Trustee or director | 3 | $0 | $0 |
| JESSICA MILAN | TRUSTEE Trustee or director | 3 | $0 | $0 |
| ALEX STEPHEN | TRUSTEE Trustee or director | 3 | $0 | $0 |
| STEPHANIE KATZ | TRUSTEE Trustee or director | 3 | $0 | $0 |
| SUMMER SHAUD | TRUSTEE Trustee or director | 3 | $0 | $0 |
| JOHN BOWER | TRUSTEE Trustee or director | 3 | $0 | $0 |
| KRISTINA B DAVIS | TRUSTEE Trustee or director | 3 | $0 | $0 |
| SANDRA DURAN | TRUSTEE Trustee or director | 3 | $0 | $0 |
| ROBIN JENKINS | TRUSTEE Trustee or director | 3 | $0 | $0 |
| ELBERT HARDEMAN | TRUSTEE Trustee or director | 3 | $0 | $0 |
| JAMES LENNON | TRUSTEE Trustee or director | 3 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 283 PLEASANT ST, FRAMINGHAM, MA 01701-4755
- In care of
- % BUSINESS OFFICE
- Principal officer (990 for 2024)
- CHRIS HUI, 283 PLEASANT ST, FRAMINGHAM, MA 01701
- Signed the 990
- CHRIS HUI, DIRECTOR OF FINANCE AND OPERATIONS
- Phone
- (508) 872-3630
- Website
- SUMMITMONTESSORI.ORG
- Return prepared by
- PLANTE & MORAN PLLC
Mission
REFER TO SCHEDULE O.
Program accomplishments
- SUMMIT MONTESSORI SCHOOL IS AN INDEPENDENT SCHOOL FOR CHILDREN ENROLLED FROM PRE-SCHOOL THROUGH SIXTH GRADE THAT OPERATES WITH A MONTESSORI PEDAGOGY.Expenses $2,927,542 · grants $210,079 · revenue $3,312,656
- AFTER-SCHOOL AND SUMMER PROGRAMS - AFTER-SCHOOL CARE PROVIDES ENRICHING, EXTENDED SCHOOL HOURS FOR THOSE CHILDREN WHO ENROLL. THE EXPLORATIONS PROGRAM PROVIDES OPPORTUNITIES TO EXPLORE ACTIVITIES SUCH AS ART OR OTHER VARIOUS PROGRAMS IN-DEPTH. IN ADDITION, THE SCHOOL FURTHER EXTENDED ITS HOURS TO PROVIDE AN EARLY-CARE OPTION FOR PARENTS PROVIDING THE SAME ENRICHING ENVIRONMENT AS THE AFTER-SCHOOL CARE PROGRAM. THE SUMMER PROGRAM PROVIDES THE CHILDREN WITH A SUMMER CAMP EXPERIENCE. THIS PROGRAM INCLUDES BOTH INDOOR AND OUTDOOR ACTIVITIES, AS WELL AS FIELD TRIPS.Expenses $92,009 · revenue $188,717
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
- 04-3298290
- 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
- 1997
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B99Z)
- Assets (IRS master file)
- $4,992,618
- Income (IRS master file)
- $4,162,263
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $4,158,526 | $4,055,125 | $4,992,618 | IRS |
| 990 | June 2024 | $3,792,435 | $3,984,101 | $4,668,509 | IRS |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $3,198,078 | $3,152,774 | $4,887,995 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $3,479,573 | $2,597,954 | $4,218,509 | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | 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 04-3298290).
Questions about SUMMIT MONTESSORI SCHOOL
- What is the EIN of SUMMIT MONTESSORI SCHOOL?
- The employer identification number (EIN) of SUMMIT MONTESSORI SCHOOL is 04-3298290.
- Is SUMMIT MONTESSORI SCHOOL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to SUMMIT MONTESSORI SCHOOL tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SUMMIT MONTESSORI SCHOOL 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 SUMMIT MONTESSORI SCHOOL 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 SUMMIT MONTESSORI SCHOOL 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 SUMMIT MONTESSORI SCHOOL?
- The 990 for the year ended June 30, 2025 names CHRIS HUI.
- Who are the officers and directors of SUMMIT MONTESSORI SCHOOL?
- The 990 for the year ended June 30, 2025 lists 14 people; 2 received compensation from the organization, the highest $201,937 (MARTHA TORRENCE, HEAD OF SCHOOL).
- How much revenue does SUMMIT MONTESSORI SCHOOL have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $4,158,526, expenses of $4,055,125 and total assets of $4,992,618 at year end.
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