Civic Intelligence

Oak Meadow Montessori School Inc

EIN 04-2629516 • 501(c)3 • Littleton, MA

Pub. 78 Eligible

Profile

Oak meadow montessori school is rooted in the child-centered montessori philosophy, which fosters academic excellence, personal growth, and cultural awareness while nurturing children's spirits. A diverse community of life-long learners, we cultivate confident, independent, and compassionate human beings by providing the tools and experiences needed to embark on rich, meaningful journeys as responsible citizens of the world.the montessori approach provides the best possible foundation for teaching and learning. Because we believe it is our job to meet each student's individual needs, we also incorporate the best and most current available educational research and thinking into our teaching. We teach our students to experiment, test, analyze, observe, and practice in their own educations; we, too, approach our school as a laboratory for ongoing learning.

2 Old Pickard LaneLittleton, MA 01460

www.oakmeadow.org

Siviq Scores

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

Liabilities / Assets

81st percentile

0.54x

Higher debt load relative to assets than 81% of similar nonprofits.

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

Liabilities / Revenue

80th percentile

0.68x

Higher debt load relative to revenue than 80% of similar nonprofits.

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

Net Margin

25th percentile

-5.6%

Higher net margin than 25% of similar nonprofits.

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

Top Officer Pay

77th percentile

$214,556

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 5.1% of source-year revenue.

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

Asset Growth

15th percentile

-8.1%

Faster asset growth than 15% of similar nonprofits.

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

Revenue Growth

27th percentile

-5.4%

Faster revenue growth than 27% of similar nonprofits.

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

Assets

Down

$5,346,003

Down $472,351 (-8.1%) from 2024

Liabilities

Down

$2,870,035

Down $235,938 (-7.6%) from 2024

Net Assets

Down

$2,475,968

Down $236,413 (-8.7%) from 2024

Revenue

Down

$4,219,799

Down $238,595 (-5.4%) from 2024

Expenses

Down

$4,456,212

Down $631,575 (-12%) from 2024

Net Income

Up

-$236,413

Up $392,980 (+62%) from 2024

Trend Graphs

Balance Sheet Trend

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

$10M$5.0M$0Assets 2011: $7,953,393Liabilities 2011: $5,438,239Net Assets 2011: $2,515,1542011Assets 2012: $8,160,782Liabilities 2012: $5,425,062Net Assets 2012: $2,735,7202012Assets 2013: $8,116,485Liabilities 2013: $5,188,467Net Assets 2013: $2,928,0182013Assets 2014: $7,983,546Liabilities 2014: $4,888,742Net Assets 2014: $3,094,8042014Assets 2015: $8,138,250Liabilities 2015: $4,849,921Net Assets 2015: $3,288,3292015Assets 2016: $7,911,532Liabilities 2016: $4,496,830Net Assets 2016: $3,414,7022016Assets 2017: $7,875,996Liabilities 2017: $4,298,367Net Assets 2017: $3,577,6292017Assets 2018: $7,730,716Liabilities 2018: $4,215,289Net Assets 2018: $3,515,4272018Assets 2019: $7,330,353Liabilities 2019: $4,135,450Net Assets 2019: $3,194,9032019Assets 2020: $6,315,413Liabilities 2020: $3,279,243Net Assets 2020: $3,036,1702020Assets 2021: $7,425,281Liabilities 2021: $4,481,596Net Assets 2021: $2,943,6852021Assets 2022: $7,292,842Liabilities 2022: $3,840,781Net Assets 2022: $3,452,0612022Assets 2023: $6,742,905Liabilities 2023: $3,401,131Net Assets 2023: $3,341,7742023Assets 2024: $5,818,354Liabilities 2024: $3,105,973Net Assets 2024: $2,712,3812024Assets 2025: $5,346,003Liabilities 2025: $2,870,035Net Assets 2025: $2,475,9682025

Highlighted filing

2025

Assets$5,346,003
Liabilities$2,870,035
Net Assets$2,475,968

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $3,503,8892011Expenses 2012: $3,439,5082012Revenue 2013: $3,671,618Expenses 2013: $3,479,320Net Income 2013: $192,2982013Revenue 2014: $3,505,762Expenses 2014: $3,338,976Net Income 2014: $166,7862014Revenue 2015: $3,435,157Expenses 2015: $3,241,632Net Income 2015: $193,5252015Revenue 2016: $3,460,554Expenses 2016: $3,334,181Net Income 2016: $126,3732016Revenue 2017: $3,335,026Expenses 2017: $3,172,099Net Income 2017: $162,9272017Revenue 2018: $3,159,206Expenses 2018: $3,221,408Net Income 2018: -$62,2022018Revenue 2019: $3,047,073Expenses 2019: $3,367,597Net Income 2019: -$320,5242019Revenue 2020: $3,243,003Expenses 2020: $3,401,736Net Income 2020: -$158,7332020Revenue 2021: $3,205,570Expenses 2021: $3,298,055Net Income 2021: -$92,4852021Revenue 2022: $4,834,409Expenses 2022: $4,325,207Net Income 2022: $509,2022022Revenue 2023: $4,543,056Expenses 2023: $4,653,343Net Income 2023: -$110,2872023Revenue 2024: $4,458,394Expenses 2024: $5,087,787Net Income 2024: -$629,3932024Revenue 2025: $4,219,799Expenses 2025: $4,456,212Net Income 2025: -$236,4132025

Highlighted filing

2025

Revenue$4,219,799
Expenses$4,456,212
Net Income-$236,413

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.35$2.87$2.48$4.22$4.46$0.24
2024Detailed filing. Detailed filing data is available for this year.$5.82$3.11$2.71$4.46$5.09$0.63
2023Detailed filing. Detailed filing data is available for this year.$6.74$3.40$3.34$4.54$4.65$0.11
2022Detailed filing. Detailed filing data is available for this year.$7.29$3.84$3.45$4.83$4.33$0.51
2021Detailed filing. Detailed filing data is available for this year.$7.43$4.48$2.94$3.21$3.30$0.09
2020Detailed filing. Detailed filing data is available for this year.$6.32$3.28$3.04$3.24$3.40$0.16
2019Detailed filing. Detailed filing data is available for this year.$7.33$4.14$3.19$3.05$3.37$0.32
2018Detailed filing. Detailed filing data is available for this year.$7.73$4.22$3.52$3.16$3.22$0.06
2017Detailed filing. Detailed filing data is available for this year.$7.88$4.30$3.58$3.34$3.17$0.16
2016Detailed filing. Detailed filing data is available for this year.$7.91$4.50$3.41$3.46$3.33$0.13
2015Detailed filing. Detailed filing data is available for this year.$8.14$4.85$3.29$3.44$3.24$0.19
2014Detailed filing. Detailed filing data is available for this year.$7.98$4.89$3.09$3.51$3.34$0.17
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.12$5.19$2.93$3.67$3.48$0.19
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.16$5.43$2.74$3.44
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.95$5.44$2.52$3.50
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Mar 25, 2026
Return Version
2024v5.5
Gross Receipts
$4,219,799
Mission and Program Overview

Mission

Oak meadow montessori school is rooted in the child-centered montessori philosophy, which fosters academic excellence, personal growth, and cultural awareness while nurturing children's spirits. A diverse community of life-long learners, we cultivate confident, independent, and compassionate human beings by providing the tools and experiences needed to embark on rich, meaningful journeys as responsible citizens of the world.the montessori approach provides the best possible foundation for teaching and learning. Because we believe it is our job to meet each student's individual needs, we also incorporate the best and most current available educational research and thinking into our teaching. We teach our students to experiment, test, analyze, observe, and practice in their own educations; we, too, approach our school as a laboratory for ongoing learning.

Oak meadow montessori school is rooted in the child-centered montessori philosophy, which fosters academic excellence, personal growth, and cultural awareness while nurturing children's spirits. The school teaches children from 15 months of age through grade 8.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$4,707,514$4,562,637▼ $144,877
Savings and Temporary Cash Investments$788,574$614,243▼ $174,331
Cash and Non-Interest-Bearing Accounts$178,105$79,550▼ $98,555
Prepaid Expenses and Deferred Charges$77,908$46,188▼ $31,720
Accounts Receivable$61,219$32,510▼ $28,709
Pledges and Grants Receivable$5,034$260▼ $4,774
Total Assets$5,818,354$5,346,003▼ $472,351
Other Assets Total$0$10,615▲ $10,615
Liabilities
Tax Exempt Bond Liabilities$1,885,371$1,724,774▼ $160,597
Deferred Revenue$637,620$605,802▼ $31,818
Accounts Payable and Accrued Expenses$410,108$339,465▼ $70,643
Mortgage Notes Payable Secured by Investment Property$153,808$176,499▲ $22,691
Other Liabilities$19,066$23,495▲ $4,429
Total Liabilities$3,105,973$2,870,035▼ $235,938
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,692,371$2,455,958▼ $236,413
Net Assets With Donor Restrictions$20,010$20,010→ $0
Total Net Assets Fund Balance$2,712,381$2,475,968▼ $236,413
Total Liabilities and Net Assets / Fund Balance$5,818,354$5,346,003▼ $472,351

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,923,333$2,600,684$6,524,017
Leasehold Improvements$98,404$565,658$664,062
Equipment$91,760$342,707$434,467
Land$410,000-$410,000
Other Land Buildings$39,140$70,625$109,765
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
James SteckartHead of School (until 6/30/2025)FT$214,556-$214,556
Jason ScheurleFormer Head of School-$192,884$192,884$192,884
Nicole DerosaDirector of Business Operations (until 3/2025)FT$111,835$13,521$125,356
Lee G WaterhouseDirector of EducationFT$106,605$6,037$112,642

Board Members and Trustees

NameTitle
Katie Williamson ArcieriChair (inactive as of 06/2025)
Ben ScarletTrustee
Hilary MaglothinTrustee
Jacquelyn N Raftery-helmerTrustee
Jonathan AmbroseTrustee
Kristin FitzgeraldTrustee
Queen Allotey-pappoeTrustee
Tamsin MansleyTrustee
Vivek GuptaTrustee
Kati Hazrati MerrillTrustee (inactive as of 02/2025)
Eileen WillistonTrustee (inactive as of 06/2025)
Mike MatthewsTrustee (inactive as of 06/2025)
Raeda AddoumTrustee (inactive as of 4/2025)
Revenue and Support

Revenue Composition

Contributions and Grants
$32,392
Program Service Revenue
$4,152,620
Investment Income
$1,165
Other Revenue
$33,622
All Other Contributions
$32,392
Change in Net Assets
$-236,413

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,219,799
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-420,875
Total Revenue per Audited Statements
$3,798,924
Total Revenue per Form 990
$4,219,799
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,858,574
Other Expenses$1,176,763
Grants and Similar Amounts Paid$420,875
Total Fundraising Expense$41,574
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,495,682$650,296$21,677$2,167,655
Grants to Domestic Individuals$420,875--$420,875
Occupancy$187,295$81,432$2,713$271,440
Current Officers, Directors, Trustees, and Key Employees$168,033$73,058$2,435$243,526
Other Employee Benefits$159,209$69,221$2,307$230,737
Depreciation Depletion$140,792$61,214$2,040$204,046
Payroll Taxes$127,678$55,512$1,850$185,040
Fees for Services Other$77,501$97,194-$174,695
Fees for Services Accounting-$99,807-$99,807
Interest$60,829$26,447$882$88,158
Insurance$26,789$11,648$388$38,825
All Other Expenses$17,341$17,029$3,411$37,781
Pension Plan Contributions$21,815$9,485$316$31,616
Office Expenses$21,219$9,225$309$30,753
Information Technology$16,214$7,049$235$23,498
Other Expenses$10,630$4,622$154$15,406
Advertising-$9,355-$9,355
Payment Travel Entrtnmnt Publicly Ofcl-$2,857$2,857$5,714
Fees for Services Legal-$5,114-$5,114
Total Functional Expenses$3,089,141$1,325,497$41,574$4,456,212

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$4,456,212
Expenses per Audited Statements$4,035,337
Total Expenses per Audited Statements$4,035,337
Expenses Not Reported on Financial Statements$420,875
Other Expense Adjustments$420,875
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
Lease Liability$23,495

Bond Issues

BondIssuerIssuedIssue PricePurpose
AMass Development Finance Agency2013-03-11$3,700,000Refinance of 2/26/09 bond used for new building, and building improvements

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$1,885,371-$1,814,629-

Bond Financing Compliance

No rebate due
No
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
Yes
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
Yes
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 990 is reviewed and approved by the board of trustees.

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

We require all trustees to sign and declare a conflict of interest statement annually. Once all trustees have completed these forms, the audit and risk management committee reviews them and makes sure the trustees who have a conflict of interest refrain from voting on decisions related to this interest.

Form 990, Part VI, Section B, Line 15

The organization receives a compensation study through aisne with respect to our current employees and how their pay compares to area independent school and montessori school competitors. The school presents this to fincom who puts forward a compensation recommendation. The board approves a total compensation pool and the head of school then delivers that increase via our employement agreements each spring.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, conflict of interest policy, and financial statements available upon request.

Filing and Contact Details

Filer

Filer Name
Oak Meadow Montessori School Inc
EIN
04-2629516
Phone
9784869874
Address
2 OLD PICKARD LANE, LITTLETON, MA 01460

Signing Officer

Name
Bridget Barrett-parker
Title
Head of School
Phone
9784869874
Signed
2026-03-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bridget Barrett-parker
Formed
1978
Legal Domicile
Ma
Voting Board Members
13
Independent Board Members
12
Employees
100
Volunteers
19

Preparer

Firm
Pozerski Hatch & Company
Address
100 LEDGEWOOD PLACE SUITE 304, ROCKLAND, MA 02370
Preparer
Michelle Hatch
Phone
7814801430
Supplemental Narrative

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Tuition discounts -420,875.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

Tuition discounts 420,875.

Raw XML AppendixShowing 400 of 639 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/ActivityOrMissionDesc0OAK MEADOW MONTESSORI SCHOOL IS ROOTED IN THE CHILD-CENTERED MONTESSORI PHILOSOPHY, WHICH FOSTERS ACADEMIC EXCELLENCE, PERSONAL GROWTH, AND CULTURAL AWARENESS WHILE NURTURING CHILDREN'S SPIRITS. THE SCHOOL TEACHES CHILDREN FROM 15 MONTHS OF AGE THROUGH GRADE 8.
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IRS990/Form990PartVIISectionAGrp/PersonNm4JAMES STECKART
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IRS990/Form990PartVIISectionAGrp/PersonNm6KATIE WILLIAMSON ARCIERI
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IRS990/Form990PartVIISectionAGrp/PersonNm16JASON SCHEURLE
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IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE (INACTIVE AS OF 06/2025)
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4HEAD OF SCHOOL (UNTIL 6/30/2025)
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6CHAIR (INACTIVE AS OF 06/2025)
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE (INACTIVE AS OF 02/2025)
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE (INACTIVE AS OF 06/2025)
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE (INACTIVE AS OF 4/2025)
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR OF EDUCATION
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR OF BUSINESS OPERATIONS (UNTIL 3/2025)
IRS990/Form990PartVIISectionAGrp/TitleTxt16FORMER HEAD OF SCHOOL
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IRS990/MissionDesc0OAK MEADOW MONTESSORI SCHOOL IS ROOTED IN THE CHILD-CENTERED MONTESSORI PHILOSOPHY, WHICH FOSTERS ACADEMIC EXCELLENCE, PERSONAL GROWTH, AND CULTURAL AWARENESS WHILE NURTURING CHILDREN'S SPIRITS. A DIVERSE COMMUNITY OF LIFE-LONG LEARNERS, WE CULTIVATE CONFIDENT, INDEPENDENT, AND COMPASSIONATE HUMAN BEINGS BY PROVIDING THE TOOLS AND EXPERIENCES NEEDED TO EMBARK ON RICH, MEANINGFUL JOURNEYS AS RESPONSIBLE CITIZENS OF THE WORLD.THE MONTESSORI APPROACH PROVIDES THE BEST POSSIBLE FOUNDATION FOR TEACHING AND LEARNING. BECAUSE WE BELIEVE IT IS OUR JOB TO MEET EACH STUDENT'S INDIVIDUAL NEEDS, WE ALSO INCORPORATE THE BEST AND MOST CURRENT AVAILABLE EDUCATIONAL RESEARCH AND THINKING INTO OUR TEACHING. WE TEACH OUR STUDENTS TO EXPERIMENT, TEST, ANALYZE, OBSERVE, AND PRACTICE IN THEIR OWN EDUCATIONS; WE, TOO, APPROACH OUR SCHOOL AS A LABORATORY FOR ONGOING LEARNING.
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1200020
IRS990/ProgSrvcAccomActy2Grp/Desc0THE SCHOOL PROVIDES EDUCATIONAL SUMMER PROGRAMS FOR STUDENTS FROM FIFTEEN MONTHS OF AGE THROUGH GRADE EIGHT. IN FY25, THERE WERE 77 STUDENTS ENROLLED IN THE SUMMER PROGRAM.
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