Nonprofit · EIN 06-0852235
NEWTOWN MONTESSORI SOCIETY INC
Tax-exempt · NEWTOWN, CT 06470
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $4,783,620 | $3,310,444 | $1,473,176 | $8,296,197 | $2,813,101 | $5,483,096 |
| June 30, 2024 | 990 | $3,534,957 | $3,008,457 | $526,500 | $6,711,585 | $2,701,665 | $4,009,920 |
| June 30, 2023 | 990 | $4,255,586 | $2,449,702 | $1,805,884 | $5,960,469 | $2,477,049 | $3,483,420 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $796,257
- Program service revenue
- $3,881,211
- Investment income
- $106,152
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $2,250,510
- Salaries, compensation and benefits (total)
- $2,549,597
- Professional fundraising fees
- $0
- Legal fees
- $1,650
- Accounting fees
- $15,100
- Occupancy
- $157,301
- Depreciation
- $160,388
- Program services (functional)
- $2,404,512
- Management and general (functional)
- $877,472
- Fundraising (functional)
- $28,460
Balance sheet and other
- Total assets, start of year
- $6,711,585
- Total assets, end of year
- $8,296,197
- Total liabilities, end of year
- $2,813,101
- Net assets, end of year
- $5,483,096
- Land, buildings and equipment
- $3,649,948
- Net assets without donor restrictions
- $4,915,323
- Net assets with donor restrictions
- $567,773
- Gross receipts
- $4,783,620
- Employees
- 58
- Volunteers
- 0
- Year formed
- 1968
- State of legal domicile
- CT
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 |
|---|---|---|---|---|
| DAVID NEWMAN | HEAD OF SCHOOL Trustee or director | 50 | $243,688 | $6,325 |
| ANNE PEARSON | EMPLOYEE Highest-paid employee | 40 | $130,000 | $3,386 |
| REGINA TRYFOROS | EMPLOYEE Highest-paid employee | 40 | $110,000 | $3,859 |
| ANDREW GRAY | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| ANNIE RETTER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| PAT WERNER | TRUSTEE Trustee or director, Officer | 3 | $0 | $0 |
| GLENN DICOSTANZO | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| KRISTINA HOWARD | TRUSTEE Trustee or director | 1 | $0 | $0 |
| CAROL JUEL | TRUSTEE Trustee or director, Officer | 1 | $0 | $0 |
| BEN HILDEBRAND | PRESIDENT Trustee or director | 1 | $0 | $0 |
| KATE BOKE | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| BRANDON DUFOUR | TRUSTEE Trustee or director | 1 | $0 | $0 |
| KENDALL HORCH | TRUSTEE Trustee or director | 1 | $0 | $0 |
| LAUREN CASTAGNOLA | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DAMIEN HOOPER-CAMPBELL | TRUSTEE Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2024: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID NEWMAN | HEAD OF SCHOOL Trustee or director | 50 | $200,000 |
| OLIVER SOMMER | TREASURER Trustee or director, Officer | 1 | $0 |
| SUMMER PAULOS | TRUSTEE Trustee or director | 1 | $0 |
| LIZ BASHAWATY | SECRETARY Trustee or director, Officer | 1 | $0 |
| PAT WERNER | TRUSTEE Trustee or director, Officer | 3 | $0 |
| GLENN DICOSTANZO | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| KRISTINA HOWARD | TRUSTEE Trustee or director | 1 | $0 |
| CAROL JUEL | TRUSTEE Trustee or director, Officer | 1 | $0 |
| BEN HILDEBRAND | PRESIDENT Trustee or director | 1 | $0 |
| KATE BOKE | TRUSTEE Trustee or director | 1 | $0 |
| BRANDON DUFOUR | TRUSTEE Trustee or director | 1 | $0 |
| KENDALL HORCH | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended June 30, 2023: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| David Newman | Head of School Trustee or director | 50 | $200,000 |
| Oliver Sommer | Treasurer Trustee or director, Officer | 1 | $0 |
| Jill Papanek | Trustee Trustee or director, Officer | 1 | $0 |
| Summer Paulos | Trustee Trustee or director | 1 | $0 |
| Liz Bashawaty | Secretary Trustee or director, Officer | 1 | $0 |
| Pat Werner | Board President Trustee or director, Officer | 3 | $0 |
| Glenn DiCostanzo | Vice President Trustee or director, Officer | 1 | $0 |
| Jenny Hubbard | Trustee Trustee or director | 1 | $0 |
| Kristina Howard | Trustee Trustee or director | 1 | $0 |
| Carol Juel | Trustee Trustee or director | 1 | $0 |
| Kate Boka | Trustee Trustee or director | 1 | $0 |
| Ben Hildebrand | Trustee Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 173 S MAIN ST, NEWTOWN, CT 06470-2792
- In care of
- % ANNE PEARSON
- Principal officer (990 for 2024)
- DAVID NEWMAN, 173 SOUTH MAIN STREET, NEWTOWN, CT 06470
- Signed the 990
- BEN HILDEBRAND, PRESIDENT
- Phone
- (203) 426-3390
- Website
- HTTPS://FRASERWOODS.COM/
- Return prepared by
- BURTIS & JOHNSON LLC
Mission
FRASER WOODS MONTESSORI SCHOOL CULTIVATES COMPASSIONATE, SELF-CONFIDENT, JOYFUL CITIZENS OF THE WORLD BY RESPECTING THE INDIVIDUALITY OF EACH CHILD BY CHALLENGING STUDENTS TO ACHIEVE THEIR FULL POTENTIAL IN A NURTURING ENVIRONMENT AND BY INSPIRING CURIOSITY, CREATIVITY, CRITICAL THINKING AND SOCIAL RESPONSIBILITY.
Program accomplishments
- THE NEWTOWN MONTESSORI SOCIETY CONDUCTS EDUCATIONAL PROGRAMS FOR APPROXIMATELY 200 STUDENTS, PRE-SCHOOL TODDLER TO MIDDLE SCHOOL 8TH GRADE.Expenses $2,404,512 · revenue $3,881,211
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
- 06-0852235
- 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
- 1972
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $8,296,197
- Income (IRS master file)
- $4,783,620
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $4,783,620 | $3,310,444 | $8,296,197 | IRS |
| 990 | June 2024 | $3,534,957 | $3,008,457 | $6,711,585 | IRS |
| 990 | June 2023 | $4,255,586 | $2,449,702 | $5,960,469 | XML |
| 990 | June 2022 | – | – | – | 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 06-0852235).
Questions about NEWTOWN MONTESSORI SOCIETY INC
- What is the EIN of NEWTOWN MONTESSORI SOCIETY INC?
- The employer identification number (EIN) of NEWTOWN MONTESSORI SOCIETY INC is 06-0852235.
- Is NEWTOWN MONTESSORI SOCIETY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1972.
- Are donations to NEWTOWN MONTESSORI SOCIETY INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does NEWTOWN MONTESSORI SOCIETY 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 NEWTOWN MONTESSORI SOCIETY 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 NEWTOWN MONTESSORI SOCIETY 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 NEWTOWN MONTESSORI SOCIETY INC?
- The 990 for the year ended June 30, 2025 names DAVID NEWMAN.
- Who are the officers and directors of NEWTOWN MONTESSORI SOCIETY INC?
- The 990 for the year ended June 30, 2025 lists 15 people; 3 received compensation from the organization, the highest $243,688 (DAVID NEWMAN, HEAD OF SCHOOL).
- How much revenue does NEWTOWN MONTESSORI SOCIETY INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $4,783,620, expenses of $3,310,444 and total assets of $8,296,197 at year end.
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