Civic Intelligence

Montrose Foundation Inc.

990 • Fiscal year 2025 • EIN 04-2668765

Jul 01, 2024 to Jun 30, 2025 • Filed on Jan 09, 2026

Organization Profilewww.montroseschool.org

View Organization Page

29 North StreetMedfield, MA 02052

(508) 359-2423

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

56th percentile

0.23x

Higher debt load relative to assets than 56% of similar nonprofits.

2025 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2025

Liabilities / Revenue

61st percentile

0.37x

Higher debt load relative to revenue than 61% of similar nonprofits.

2025 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2025

Net Margin

81st percentile

28%

Higher net margin than 81% of similar nonprofits.

2025 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2025

Top Officer Pay

53rd percentile

$250,475

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 1.5% of source-year revenue.

2025 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2025

Asset Growth

89th percentile

23%

Faster asset growth than 89% of similar nonprofits.

2025 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2024 to 2025

Revenue Growth

76th percentile

20%

Faster revenue growth than 76% of similar nonprofits.

2025 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$26,831,781

Up $5,010,744 (+23%) from 2024

Net Assets

Up

$20,734,516

Up $4,639,723 (+29%) from 2024

Liabilities

Up

$6,097,265

Up $371,021 (+6.5%) from 2024

Revenue And Expenses
Liabilities / Revenue61st percentileNet Margin81st percentile

Revenue

Up

$16,691,451

Up $2,838,060 (+20%) from 2024

Expenses

Up

$12,089,078

Up $1,319,565 (+12%) from 2024

Net Income

Up

$4,602,373

Up $1,518,495 (+49%) from 2024

Historical Trend

Balance Sheet Trend

Asset Growth89th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$30M$20M$10M$0Assets 2012: $12,954,028Liabilities 2012: $6,116,571Net Assets 2012: $6,837,4572012Assets 2013: $15,219,185Liabilities 2013: $5,910,602Net Assets 2013: $9,308,5832013Assets 2014: $16,620,778Liabilities 2014: $5,558,228Net Assets 2014: $11,062,5502014Assets 2015: $19,193,802Liabilities 2015: $6,874,031Net Assets 2015: $12,319,7712015Assets 2016: $19,542,305Liabilities 2016: $6,235,044Net Assets 2016: $13,307,2612016Assets 2017: $19,229,755Liabilities 2017: $5,230,386Net Assets 2017: $13,999,3692017Assets 2018: $19,317,706Liabilities 2018: $5,455,666Net Assets 2018: $13,862,0402018Assets 2019: $18,479,525Liabilities 2019: $5,225,962Net Assets 2019: $13,253,5632019Assets 2020: $19,504,463Liabilities 2020: $6,056,557Net Assets 2020: $13,447,9062020Assets 2021: $18,590,536Liabilities 2021: $4,607,886Net Assets 2021: $13,982,6502021Assets 2022: $17,933,464Liabilities 2022: $5,178,217Net Assets 2022: $12,755,2472022Assets 2023: $17,957,384Liabilities 2023: $4,946,469Net Assets 2023: $13,010,9152023Assets 2024: $21,821,037Liabilities 2024: $5,726,244Net Assets 2024: $16,094,7932024Assets 2025: $26,831,781Liabilities 2025: $6,097,265Net Assets 2025: $20,734,5162025

Highlighted filing

2025

Assets$26,831,781
Liabilities$6,097,265
Net Assets$20,734,516
Open 2025 Filing

Operations Trend

Revenue Growth76th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$20M$15M$10M$5.0M$0-$5.0MExpenses 2012: $3,376,5712012Revenue 2013: $6,283,563Expenses 2013: $3,844,765Net Income 2013: $2,438,7982013Revenue 2014: $5,840,830Expenses 2014: $4,104,670Net Income 2014: $1,736,1602014Revenue 2015: $5,657,262Expenses 2015: $4,412,010Net Income 2015: $1,245,2522015Revenue 2016: $5,694,018Expenses 2016: $4,694,558Net Income 2016: $999,4602016Revenue 2017: $5,552,447Expenses 2017: $4,893,466Net Income 2017: $658,9812017Revenue 2018: $5,946,109Expenses 2018: $6,053,489Net Income 2018: -$107,3802018Revenue 2019: $6,216,709Expenses 2019: $6,829,970Net Income 2019: -$613,2612019Revenue 2020: $7,342,546Expenses 2020: $7,173,157Net Income 2020: $169,3892020Revenue 2021: $8,753,750Expenses 2021: $8,219,007Net Income 2021: $534,7432021Revenue 2022: $7,647,629Expenses 2022: $8,304,924Net Income 2022: -$657,2952022Revenue 2023: $9,184,798Expenses 2023: $9,212,452Net Income 2023: -$27,6542023Revenue 2024: $13,853,391Expenses 2024: $10,769,513Net Income 2024: $3,083,8782024Revenue 2025: $16,691,451Expenses 2025: $12,089,078Net Income 2025: $4,602,3732025

Highlighted filing

2025

Revenue$16,691,451
Expenses$12,089,078
Net Income$4,602,373
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Jan 9, 2026
Return Version
2024v5.2
Gross Receipts
$18,115,814
Mission and Program Overview

Mission

To educate young women to pursue the truth in all they do. Built on the foundation of a rich liberal arts curriculum, personal character formation, and collaboration with parents, each student is challenged to cultivate intellect, character, leadership, service, faith and reason.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$16,447,042$17,245,925▲ $798,883
Savings and Temporary Cash Investments$4,229,446$6,871,727▲ $2,642,281
Pledges and Grants Receivable$733,671$1,447,929▲ $714,258
Investments in Publicly Traded Securities-$790,122-
Cash and Non-Interest-Bearing Accounts$272,524$371,612▲ $99,088
Accounts Receivable$48,506$61,632▲ $13,126
Prepaid Expenses and Deferred Charges$89,848$42,834▼ $47,014
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$21,821,037$26,831,781▲ $5,010,744
Other Assets Total-$0-
Liabilities
Deferred Revenue$2,391,902$2,878,485▲ $486,583
Mortgage Notes Payable Secured by Investment Property$2,755,647$2,720,506▼ $35,141
Accounts Payable and Accrued Expenses$573,614$498,274▼ $75,340
Other Liabilities$5,081--
Total Liabilities$5,726,244$6,097,265▲ $371,021
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$13,281,269$15,418,961▲ $2,137,692
Net Assets With Donor Restrictions$2,813,524$5,315,555▲ $2,502,031
Total Net Assets Fund Balance$16,094,793$20,734,516▲ $4,639,723
Total Liabilities and Net Assets / Fund Balance$21,821,037$26,831,781▲ $5,010,744

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,589,558$2,789,822-
Other Land Buildings$1,533,067$172,160-
Land$1,943,713--
Equipment$150,757$307,318-
Leasehold Improvements$11,028,830$5,157,239-

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$316,226$1,523,802▲ $60,382-$1,900,410
2023$233,238$76,200▲ $11,801$5,013$316,226
2022$172,678$60,560--$233,238
2021-$172,678--$172,678
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kathleen ElrodHead of SchoolFT$228,800$21,675$250,475
Donna StrouseCfoo and Assist Head of SchoolFT$211,120$25,680$236,800
Kelly MelleyDirector of EnrollmentFT$104,400$36,603$141,003
Rebecca RobertsAssist Head of SchFT$130,200$6,616$136,816
Barbara WhitlockDirector of CurriculumFT$120,200$6,591$126,791
Jessica HaltonDirector of AdvancementFT$123,496-$123,496

Board Members and Trustees

NameTitle
William NoonanChairman
Neil Jacobvice chair
Elizabeth Daher FasseTrustee
Erika BachiochiTrustee
Kestas SereivaTrustee
Melanie FrancisTrustee
Mike RobertoTrustee
Todd CasslerTrustee
William BowmanTrustee
Jane DriverClerk/secretary
Tom CorraTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Community Counseling Service Co LLCCapital Campaign Consult527 MADISON AVENUE, New York, NY 10022$146,833
Revenue and Support

Revenue Composition

Contributions and Grants
$5,910,333
Program Service Revenue
$10,414,755
Investment Income
$389,220
Other Revenue
$-22,857
All Other Contributions
$4,262,340
Change in Net Assets
$4,602,373

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded5$1,250,622Fair Market Value (FMV)
Total Noncash Contributions5$1,250,622-

Audited Revenue Reconciliation

Revenue per Audited Statements
$14,166,208
Revenue Not Reported on Financial Statements
$2,525,243
Revenue Not Reported on Form 990
$217,980
Other Revenue Adjustments
$2,525,243
Total Revenue per Audited Statements
$14,384,188
Total Revenue per Form 990
$16,691,451
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$6,579,662
Other Expenses$2,917,353
Grants and Similar Amounts Paid$2,525,243
Total Fundraising Expense$633,872
Professional Fundraising Fees$66,820

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,989,299$440,487$342,709$4,772,495
Grants to Domestic Individuals$2,525,243--$2,525,243
Other Employee Benefits$453,013$284,932-$737,945
Depreciation Depletion$509,094$127,274-$636,368
Current Officers, Directors, Trustees, and Key Employees$174,373$224,029$153,924$552,326
All Other Expenses$369,981$95,794$22,982$488,757
Payroll Taxes$242,969$161,979-$404,948
Information Technology$141,805$94,536-$236,341
Other Expenses$147,022$67,871$16,442$231,335
Advertising$70,709$39,714$30,995$141,418
Pension Plan Contributions$67,169$44,779-$111,948
Insurance$84,482$21,120-$105,602
Interest$83,944$20,986-$104,930
Fees for Services Other$61,321$40,881-$102,202
Fees for Services Professional Fundraising--$66,820$66,820
Fees for Services Accounting$16,587$11,058-$27,645
Fees for Services Legal$16,516$11,011-$27,527
Total Functional Expenses$9,652,555$1,802,651$633,872$12,089,078

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$12,089,078
Total Expenses per Audited Statements$9,744,465
Expenses per Audited Statements$9,563,835
Expenses Not Reported on Financial Statements$2,525,243
Other Expense Adjustments$2,525,243
Expenses Not Reported on Form 990$180,630
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$173,741
Professional Fundraising Fees$66,820
Fundraising Gross Income$63,486

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala$399,986$43,061$22,385$20,676
Golf Tournament$81,830$20,425$6,444$13,981
Total Events$481,816$63,486$173,741$-110,255
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
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 FORM 990 IS REVIEWED IN DETAIL BY THE Chief Financial & Operating Officer and Assistant Head of School, AND THE FINANCE COMMITTEE OF THE BOARD OF TRUSTEES, PRIOR TO FILING.”

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

“Any board member who receives a written inquiry, complaint, or suggestion shall present it before the board at the next board meeting. After an inquiry, complaint or suggestion has been heard by the board and if it is found to be of merit, any action taken shall be by approval by the vote of the board. If the matter if found to be without merit, or if the board votes to table or dismiss the issue, the petitioner shall be notified of the outcome in writing by the president.”

Form 990, Part VI, Section C, Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Montrose Foundation Inc
EIN
04-2668765
Phone
5083592423
Address
29 NORTH STREET, MEDFIELD, MA 02052

Signing Officer

Name
Tom Corra
Title
Treasurer
Signed
2026-01-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tom Corra
Formed
1978
Legal Domicile
Ma
Voting Board Members
11
Independent Board Members
11
Employees
120
Volunteers
250

Preparer

Firm
Qrga Llp
Address
220 Norwood Park S, Norwood, MA 02062
Preparer
Lindsay Francoeur
Phone
7815510040
Supplemental Narrative

Financial Statement Notes

Part XI, Line 2D: Other revenue amounts included in F/S but not included on form 990

“Fundraising event exp (net with revenue) $173741”

Part XI, Line 4B: Other revenue amounts included on 990 but not included in F/S

“Tuition assistance (net with revenue) $2525243”

Part XII, Line 2D: Other expenses and losses per audited F/S

“Fundraising event exp (net with revenue) $173741”

Part XII, Line 4B: Other revenue amounts included on 990 but not included in F/S

“Tuition assistance (net with revenue) $2525243”

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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/TitleTxt7Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt8CLERK/SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt9Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt10Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt11Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt12Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt13Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt14vice chair
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Document Assets

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Filings

Displayed year

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

Open filing
Assets
$26,831,781
Liabilities
$6,097,265
Net assets
$20,734,516
Revenue
$16,691,451
Expenses
$12,089,078
Net income
$4,602,373
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$26.8$6.10$20.7$16.7$12.1$4.60
2024Detailed filing. Detailed filing data is available for this year.$21.8$5.73$16.1$13.9$10.8$3.08
2023Detailed filing. Detailed filing data is available for this year.$18.0$4.95$13.0$9.18$9.21$0.03
2022Detailed filing. Detailed filing data is available for this year.$17.9$5.18$12.8$7.65$8.30$0.66
2021Detailed filing. Detailed filing data is available for this year.$18.6$4.61$14.0$8.75$8.22$0.53
2020Detailed filing. Detailed filing data is available for this year.$19.5$6.06$13.4$7.34$7.17$0.17
2019Detailed filing. Detailed filing data is available for this year.$18.5$5.23$13.3$6.22$6.83$0.61
2018Detailed filing. Detailed filing data is available for this year.$19.3$5.46$13.9$5.95$6.05$0.11
2017Detailed filing. Detailed filing data is available for this year.$19.2$5.23$14.0$5.55$4.89$0.66
2016Detailed filing. Detailed filing data is available for this year.$19.5$6.24$13.3$5.69$4.69$1.00
2015Detailed filing. Detailed filing data is available for this year.$19.2$6.87$12.3$5.66$4.41$1.25
2014Detailed filing. Detailed filing data is available for this year.$16.6$5.56$11.1$5.84$4.10$1.74
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.2$5.91$9.31$6.28$3.84$2.44
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.0$6.12$6.84$3.38