Civic Intelligence

Andover School of Montessori Inc

EIN 04-2555680 • 501(c)3 • Andover, MA

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Profile

Andover school of montessori, inc. Is a massachusetts coeducational day school. Its principal business activity is the operation of a private pre- school, kindergarten and elementary grade school in andover, massachusetts and surrounding communities, using the montessori philosophy and method of teaching.

400 South Main StreetAndover, MA 01810

www.andovermontessori.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

82nd percentile

0.56x

Higher debt load relative to assets than 82% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

86th percentile

1.16x

Higher debt load relative to revenue than 86% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Net Margin

42nd percentile

1.5%

Higher net margin than 42% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Top Officer Pay

72nd percentile

$191,516

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 4.9% of source-year revenue.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Asset Growth

40th percentile

1.1%

Faster asset growth than 40% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

24th percentile

-7.9%

Faster revenue growth than 24% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Up

$8,016,514

Up $90,183 (+1.1%) from 2024

Liabilities

Down

$4,499,372

Down $43,110 (-0.9%) from 2024

Net Assets

Up

$3,517,142

Up $133,293 (+3.9%) from 2024

Operations
Liabilities / Revenue86th percentileNet Margin42nd percentile

Revenue

Down

$3,879,148

Down $333,650 (-7.9%) from 2024

Expenses

Up

$3,821,026

Up $12,448 (+0.3%) from 2024

Net Income

Down

$58,122

Down $346,098 (-86%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth40th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$10M$5.0M$0Assets 2011: $5,171,933Liabilities 2011: $3,763,415Net Assets 2011: $1,408,5182011Assets 2012: $5,048,256Liabilities 2012: $3,614,920Net Assets 2012: $1,433,3362012Assets 2013: $4,429,690Liabilities 2013: $3,139,808Net Assets 2013: $1,289,8822013Assets 2014: $5,011,711Liabilities 2014: $3,767,314Net Assets 2014: $1,244,3972014Assets 2015: $5,417,414Liabilities 2015: $4,134,058Net Assets 2015: $1,283,3562015Assets 2016: $5,552,156Liabilities 2016: $4,067,815Net Assets 2016: $1,484,3412016Assets 2017: $5,983,308Liabilities 2017: $4,503,256Net Assets 2017: $1,480,0522017Assets 2018: $5,992,041Liabilities 2018: $4,551,989Net Assets 2018: $1,440,0522018Assets 2019: $6,085,859Liabilities 2019: $4,437,669Net Assets 2019: $1,648,1902019Assets 2020: $5,387,324Liabilities 2020: $4,114,570Net Assets 2020: $1,272,7542020Assets 2021: $6,605,636Liabilities 2021: $5,122,823Net Assets 2021: $1,482,8132021Assets 2022: $7,009,495Liabilities 2022: $4,989,419Net Assets 2022: $2,020,0762022Assets 2023: $7,889,756Liabilities 2023: $4,984,835Net Assets 2023: $2,904,9212023Assets 2024: $7,926,331Liabilities 2024: $4,542,482Net Assets 2024: $3,383,8492024Assets 2025: $8,016,514Liabilities 2025: $4,499,372Net Assets 2025: $3,517,1422025

Highlighted filing

2025

Assets$8,016,514
Liabilities$4,499,372
Net Assets$3,517,142
Open 2025 Filing

Operations Trend

Revenue Growth24th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $2,582,130Expenses 2011: $2,403,789Net Income 2011: $178,3412011Revenue 2012: $2,768,937Expenses 2012: $2,753,538Net Income 2012: $15,3992012Revenue 2013: $2,755,801Expenses 2013: $2,907,979Net Income 2013: -$152,1782013Revenue 2014: $2,544,493Expenses 2014: $2,607,620Net Income 2014: -$63,1272014Revenue 2015: $2,744,837Expenses 2015: $2,698,308Net Income 2015: $46,5292015Revenue 2016: $3,215,162Expenses 2016: $3,011,502Net Income 2016: $203,6602016Revenue 2017: $3,263,265Expenses 2017: $3,279,665Net Income 2017: -$16,4002017Revenue 2018: $3,312,978Expenses 2018: $3,351,497Net Income 2018: -$38,5192018Revenue 2019: $3,682,889Expenses 2019: $3,479,312Net Income 2019: $203,5772019Revenue 2020: $2,842,283Expenses 2020: $3,220,048Net Income 2020: -$377,7652020Revenue 2021: $3,094,630Expenses 2021: $2,935,149Net Income 2021: $159,4812021Revenue 2022: $4,007,907Expenses 2022: $3,351,136Net Income 2022: $656,7712022Revenue 2023: $4,546,044Expenses 2023: $3,719,766Net Income 2023: $826,2782023Revenue 2024: $4,212,798Expenses 2024: $3,808,578Net Income 2024: $404,2202024Revenue 2025: $3,879,148Expenses 2025: $3,821,026Net Income 2025: $58,1222025

Highlighted filing

2025

Revenue$3,879,148
Expenses$3,821,026
Net Income$58,122
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,016,514
Liabilities
$4,499,372
Net assets
$3,517,142
Revenue
$3,879,148
Expenses
$3,821,026
Net income
$58,122
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$8.02$4.50$3.52$3.88$3.82$0.06
2024Detailed filing. Detailed filing data is available for this year.$7.93$4.54$3.38$4.21$3.81$0.40
2023Detailed filing. Detailed filing data is available for this year.$7.89$4.98$2.90$4.55$3.72$0.83
2022Detailed filing. Detailed filing data is available for this year.$7.01$4.99$2.02$4.01$3.35$0.66
2021Detailed filing. Detailed filing data is available for this year.$6.61$5.12$1.48$3.09$2.94$0.16
2020Detailed filing. Detailed filing data is available for this year.$5.39$4.11$1.27$2.84$3.22$0.38
2019Detailed filing. Detailed filing data is available for this year.$6.09$4.44$1.65$3.68$3.48$0.20
2018Detailed filing. Detailed filing data is available for this year.$5.99$4.55$1.44$3.31$3.35$0.04
2017Detailed filing. Detailed filing data is available for this year.$5.98$4.50$1.48$3.26$3.28$0.02
2016Detailed filing. Detailed filing data is available for this year.$5.55$4.07$1.48$3.22$3.01$0.20
2015Detailed filing. Detailed filing data is available for this year.$5.42$4.13$1.28$2.74$2.70$0.05
2014Detailed filing. Detailed filing data is available for this year.$5.01$3.77$1.24$2.54$2.61$0.06
2013Summary only. Only limited summary data is available for this year.$4.43$3.14$1.29$2.76$2.91$0.15
2012Summary only. Only limited summary data is available for this year.$5.05$3.61$1.43$2.77$2.75$0.02
2011Summary only. Only limited summary data is available for this year.$5.17$3.76$1.41$2.58$2.40$0.18
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 31, 2025
Return Version
2024v5.2
Gross Receipts
$3,879,148
Mission and Program Overview

Mission

Andover school of montessori fosters the growth of joyous learners and responsible citizens. We encourage curiosity, deep thinking and respect for oneself and others.

See Schedule O

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$3,005,845$2,820,885▼ $184,960
Investments in Publicly Traded Securities$2,604,936$2,767,784▲ $162,848
Accounts Receivable$1,476,896$1,407,834▼ $69,062
Cash and Non-Interest-Bearing Accounts$776,861$971,468▲ $194,607
Intangible Assets$40,772$38,408▼ $2,364
Prepaid Expenses and Deferred Charges$6,438$7,106▲ $668
Total Assets$7,926,331$8,016,514▲ $90,183
Other Assets Total$14,583$3,029▼ $11,554
Liabilities
Deferred Revenue$2,946,777$2,945,535▼ $1,242
Other Liabilities$1,328,036$1,258,028▼ $70,008
Accounts Payable and Accrued Expenses$267,669$295,809▲ $28,140
Total Liabilities$4,542,482$4,499,372▼ $43,110
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,139,537$3,187,307▲ $47,770
Net Assets With Donor Restrictions$244,312$329,835▲ $85,523
Total Net Assets Fund Balance$3,383,849$3,517,142▲ $133,293
Total Liabilities and Net Assets / Fund Balance$7,926,331$8,016,514▲ $90,183

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,166,411$3,043,417$5,209,828
Equipment$96,988$878,203$975,191
Land$557,486-$557,486

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$188,962$61,060▲ $23,363-$273,385
2023$125,934$43,923▲ $19,105-$188,962
2022$109,019$6,600▲ $10,315-$125,934
2021$21,198$106,600▼ $18,779-$109,019
2020$21,186$12--$21,198
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Barbara OrlowitzHead of SchoolFT$184,150$7,366$191,516
Michelle FinnoEnrollment DirectorFT$108,454$25,291$133,745
Shannon LavelleDirector of Finance & OperFT$116,386$4,655$121,041

Board Members and Trustees

NameTitle
David NeshatPresident
Daniel ShafrirTrustee
Jocelyn GreerTrustee
Lisa PerdigaoTrustee
Louisa ProctorTrustee
Rupam SomTrustee
Jocelyn PanClerk
Elyse ChaseDevelopment/Capital Commit
Jessica YuTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$160,549
Program Service Revenue
$3,543,481
Investment Income
$124,761
Other Revenue
$50,357
All Other Contributions
$136,549
Change in Net Assets
$58,122

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,655,781
Revenue Not Reported on Financial Statements
$223,367
Revenue Not Reported on Form 990
$75,171
Other Revenue Adjustments
$223,367
Total Revenue per Audited Statements
$3,730,952
Total Revenue per Form 990
$3,879,148
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,563,135
Other Expenses$1,034,524
Grants and Similar Amounts Paid$223,367
Total Fundraising Expense$73,656
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,995,333$172,351-$2,167,684
Grants to Domestic Individuals$223,367--$223,367
Depreciation Depletion$195,218$24,128-$219,346
Other Employee Benefits$190,953$16,494-$207,447
Payroll Taxes$173,299$14,705-$188,004
All Other Expenses$144,978$24,206-$169,184
Other Expenses$72,048$16,003$72,972$72,972
Insurance$42,918$4,658-$47,576
Advertising$47,008--$47,008
Interest$36,603$4,524-$41,127
Fees for Services Accounting-$18,585-$18,585
Fees for Services Legal$3,613$904-$4,517
Fees for Services Management$2,231$2,094-$4,325
Total Functional Expenses$3,423,341$324,029$73,656$3,821,026

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$3,821,026
Expenses per Audited Statements$3,597,659
Total Expenses per Audited Statements$3,597,659
Expenses Not Reported on Financial Statements$223,367
Other Expense Adjustments$223,367
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Note payable LT$1,195,918
Note payable ST$60,335
Lease Liability ST$1,775
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, line 11B

“The Completed Form 990 will be presented to the Board of Directors prior to its filing”

Form 990, Part VI, Section B, line 12C

“Annual board signatures”

Form 990, Part VI, Section B, line 15A

“The Board of Directors evaluates the Head of School and determines and approves salary. The Board of Directors approves the salary pool for allother employees and the Head of School determines each employee's salary. AISNE and AMS surveys, as well as benchmarking to local schools, are used for comparable salary range.”

Form 990, Part VI, Section C, line 18

“The Complete Form 990 is available at www.guidestar.com”

Form 990, Part VI, Section C, line 19

“Board minutes are available upon request. Financial statements are prepared monthly and presented to the Finance Committee. Quarterly financial statements are presented to the board. The treasurer presents an annual financial report at the annual meeting.”

Filing and Contact Details

Filer

Filer Name
Andover School of Montessori Inc
EIN
04-2555680
Phone
9784752299
Address
400 South Main Street, Andover, MA 01810

Signing Officer

Name
Barbara Orlowitz
Title
Head of School
Phone
9784752299
Signed
2025-10-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Barbara Orlowitz
Formed
1974
Legal Domicile
Ma
Voting Board Members
9
Independent Board Members
9
Employees
68
Volunteers
25

Preparer

Firm
LCW CPAs
Address
303 Canal Street Suite 200, Lawrence, MA 01840
Preparer
Shannon B Lee CPA
Phone
9786898822
Supplemental Narrative

Additional Explanations

990, Part I, Line 1

“Andover School of Montessori, Inc. is a Massachusetts coeducational day school. Its principal business activity is the operation of a private pre-school, kindergarten and elementary and middle school in Andover, Massachusetts and surrounding communities, using the Montessori philosophy and method of teaching.”

990 Part XII, Line 2C

“No changes to the process in place”

Financial Statement Notes

Part V, Line 4:

“Endowment funds are assets that provide support to the school in perpetuity. The endowment funds are invested and all of the investment return is permanently restricted until the desired endowment threshold is reached.”

Part X, Line 2:

“Income taxes are accounted for in accordance with the Accounting Standards Codification Topic 740 "Income Taxes" (ASC 740). The School accounts for uncertain income tax positions under ASC 740. ASC 740 prescribes a recognition threshold and measurement attribute for the financial statement recognition and measurement of a tax position taken or expected to be taken in a tax return and also provides guidance on de-recognition, classification, interest and penalties, disclosure and transition. As of June 30, 2025, the School had no material unrecognized tax benefits and no adjustments to liabilities or operations were required under ASC 740. The School's practice was and continues to be to recognize interest and penalty expenses related to uncertain tax positions in income tax expense, which were zero for the year ended June 30, 2025.”

Part XI, Line 4B - Other Adjustments:

“Grants and other assistance to domestic individuals 223,367.”

Part XII, Line 4B - Other Adjustments:

“Grants and other assistance to domestic individuals 223,367.”

Raw XML AppendixShowing 400 of 545 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/PersonNm0Jocelyn Pan
IRS990/Form990PartVIISectionAGrp/PersonNm1Jessica Yu
IRS990/Form990PartVIISectionAGrp/PersonNm2Elyse Chase
IRS990/Form990PartVIISectionAGrp/PersonNm3Louisa Proctor
IRS990/Form990PartVIISectionAGrp/PersonNm4David Neshat
IRS990/Form990PartVIISectionAGrp/PersonNm5Jocelyn Greer
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IRS990/Form990PartVIISectionAGrp/PersonNm7Daniel Shafrir
IRS990/Form990PartVIISectionAGrp/PersonNm8Rupam Som
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IRS990/Form990PartVIISectionAGrp/TitleTxt4President
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IRS990/Form990PartVIISectionAGrp/TitleTxt7Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt8Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt9Head of School
IRS990/Form990PartVIISectionAGrp/TitleTxt10Enrollment Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director of Finance & Oper
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IRS990/PrincipalOfficerNm0Barbara Orlowitz
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IRS990/ProgSrvcAccomActyOtherGrp/Desc0Andover School of Montessori fosters the growth of joyous learners and responsible citizens. We encourage curiosity, deep thinking and respect for oneself and others.
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Endowment funds are assets that provide support to the school in perpetuity. The endowment funds are invested and all of the investment return is permanently restricted until the desired endowment threshold is reached.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1Income taxes are accounted for in accordance with the Accounting Standards Codification Topic 740 "Income Taxes" (ASC 740). The School accounts for uncertain income tax positions under ASC 740. ASC 740 prescribes a recognition threshold and measurement attribute for the financial statement recognition and measurement of a tax position taken or expected to be taken in a tax return and also provides guidance on de-recognition, classification, interest and penalties, disclosure and transition. As of June 30, 2025, the School had no material unrecognized tax benefits and no adjustments to liabilities or operations were required under ASC 740. The School's practice was and continues to be to recognize interest and penalty expenses related to uncertain tax positions in income tax expense, which were zero for the year ended June 30, 2025.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2Grants and other assistance to domestic individuals 223,367.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3Grants and other assistance to domestic individuals 223,367.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V, Line 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part X, Line 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2Part XI, Line 4b - Other Adjustments:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3Part XII, Line 4b - Other Adjustments:
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IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00

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