Civic Intelligence

Petersham Montessori School Inc

EIN 04-3327165 • 501(c)3 • Petersham, MA

Profile

To operate an educational facility for school age & pre-school age children.

PO Box 347Petersham, MA 01366

www.petershammontessorischool.com

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

58th percentile

5.9%

Higher net margin than 58% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

26th percentile

-31%

Faster asset growth than 26% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

68th percentile

15%

Faster revenue growth than 68% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$154,630

Down $68,717 (-31%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$154,630

Down $68,717 (-31%) from 2024

Operations
Liabilities / Revenue62nd percentileNet Margin58th percentile

Revenue

Up

$127,464

Up $16,163 (+15%) from 2024

Expenses

Down

$119,907

Down $8,672 (-6.7%) from 2024

Net Income

Up

$7,557

Up $24,835 (+144%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth26th percentile

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

$300K$200K$100K$0Assets 2010: $137,422Liabilities 2010: $62,198Net Assets 2010: $75,2242010Assets 2011: $147,773Liabilities 2011: $58,782Net Assets 2011: $88,9912011Assets 2012: $157,895Liabilities 2012: $57,897Net Assets 2012: $99,9982012Assets 2013: $195,515Liabilities 2013: $58,178Net Assets 2013: $137,3372013Assets 2014: $190,667Liabilities 2014: $42,861Net Assets 2014: $147,8062014Assets 2015: $173,582Liabilities 2015: $29,408Net Assets 2015: $144,1742015Assets 2016: $168,289Liabilities 2016: $23,943Net Assets 2016: $144,3462016Assets 2017: $160,684Liabilities 2017: $20,680Net Assets 2017: $140,0042017Assets 2018: $182,179Liabilities 2018: $2,163Net Assets 2018: $180,0162018Assets 2019: $191,327Liabilities 2019: $1,403Net Assets 2019: $189,9242019Assets 2020: $163,345Liabilities 2020: $116Net Assets 2020: $163,2292020Assets 2021: $165,079Liabilities 2021: $260Net Assets 2021: $164,8192021Assets 2022: $162,284Liabilities 2022: $2,076Net Assets 2022: $160,2082022Assets 2023: $240,625Liabilities 2023: $0Net Assets 2023: $240,6252023Assets 2024: $223,347Liabilities 2024: $0Net Assets 2024: $223,3472024Assets 2025: $154,630Liabilities 2025: $0Net Assets 2025: $154,6302025

Highlighted filing

2025

Assets$154,630
Liabilities$0
Net Assets$154,630
Open 2025 Filing

Operations Trend

Revenue Growth68th percentile

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

$150K$100K$50K$0-$50KRevenue 2010: $106,025Expenses 2010: $86,862Net Income 2010: $19,1632010Revenue 2011: $111,625Expenses 2011: $97,858Net Income 2011: $13,7672011Revenue 2012: $95,406Expenses 2012: $84,399Net Income 2012: $11,0072012Revenue 2013: $134,271Expenses 2013: $96,932Net Income 2013: $37,3392013Revenue 2014: $104,121Expenses 2014: $93,652Net Income 2014: $10,4692014Revenue 2015: $85,555Expenses 2015: $89,187Net Income 2015: -$3,6322015Revenue 2016: $101,663Expenses 2016: $101,491Net Income 2016: $1722016Revenue 2017: $84,242Expenses 2017: $88,584Net Income 2017: -$4,3422017Revenue 2018: $141,453Expenses 2018: $101,441Net Income 2018: $40,0122018Revenue 2019: $136,779Expenses 2019: $125,888Net Income 2019: $10,8912019Revenue 2020: $104,031Expenses 2020: $130,726Net Income 2020: -$26,6952020Revenue 2021: $68,975Expenses 2021: $105,603Net Income 2021: -$36,6282021Revenue 2022: $104,068Expenses 2022: $108,679Net Income 2022: -$4,6112022Revenue 2023: $129,246Expenses 2023: $126,441Net Income 2023: $2,8052023Revenue 2024: $111,301Expenses 2024: $128,579Net Income 2024: -$17,2782024Revenue 2025: $127,464Expenses 2025: $119,907Net Income 2025: $7,5572025

Highlighted filing

2025

Revenue$127,464
Expenses$119,907
Net Income$7,557
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$154,630
Liabilities
$0
Net assets
$154,630
Revenue
$127,464
Expenses
$119,907
Net income
$7,557
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$1.27$1.20$0.08
2024Detailed filing. Detailed filing data is available for this year.$2.23$0.00$2.23$1.11$1.29$0.17
2023Detailed filing. Detailed filing data is available for this year.$2.41$0.00$2.41$1.29$1.26$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.62$0.02$1.60$1.04$1.09$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$0.69$1.06$0.37
2020Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$1.04$1.31$0.27
2019Detailed filing. Detailed filing data is available for this year.$1.91$0.01$1.90$1.37$1.26$0.11
2018Detailed filing. Detailed filing data is available for this year.$1.82$0.02$1.80$1.41$1.01$0.40
2017Detailed filing. Detailed filing data is available for this year.$1.61$0.21$1.40$0.84$0.89$0.04
2016Detailed filing. Detailed filing data is available for this year.$1.68$0.24$1.44$1.02$1.01$0.00
2015Detailed filing. Detailed filing data is available for this year.$1.74$0.29$1.44$0.86$0.89$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.91$0.43$1.48$1.04$0.94$0.10
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.96$0.58$1.37$1.34$0.97$0.37
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.58$0.58$1.00$0.95$0.84$0.11
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.48$0.59$0.89$1.12$0.98$0.14
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.37$0.62$0.75$1.06$0.87$0.19
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 24, 2025
Return Version
2024v5.2
Gross Receipts
$129,730
Mission and Program Overview

Mission

To operate an educational facility for school age & pre-school age children.

To operate an educational facility for school age & pre

Program Services

DescriptionGrantsExpenses
OPERATION OF A MONTESSORI SCHOOL ENROLLMENT - 24 STUDENTS-$119,907
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPH DUPREEZPresident-$0--
STEPHANIE YOUNGTreasurer-$0--
KRYSTEN HARTYClerk-$0--
PATTY UPSHAWVice President-$0--
JESSICA MAKIDirector-$0--
Filing and Contact Details

Filer

Filer Name
Petersham Montessori School Inc
EIN
04-3327165
In Care Of
% STEPHANIE DUPREEZ
Address
PO BOX 347, Petersham, MA 01366

Signing Officer

Name
Stephanie Dupreez
Title
President
Phone
9787240246
Signed
2025-10-24
Discuss with paid preparer
Yes

Preparer

Firm
Patrick Bullis
Address
14 GROVE ST, ATHOL, MA 01331-2660
Preparer
Patrick Bullis
Phone
9782492397
Supplemental Narrative

Additional Explanations

Part I Line 16

“Advertising and promotion $225.00”

Part I Line 16

“Information technology $2152.00”

Part I Line 16

“Insurance $4589.00”

Part I Line 16

“Program expenses $10905.00”

Part I Line 16

“PERMITS $441.00”

Part I Line 16

“MISCELLANEOUS $299.00”

Part I Line 20

“Correction of balance sheet error from 2024 -$76274.00”

Part II Line 24

“Accounts receivable, net. Beginning:$73775.00 Ending: $7509.00”

Part II Line 24

“OTHER ASSETS Ending: $2783.00”

Raw XML Appendix161 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0PETERSHAM MONTESSORI SCHOOL INC
IRS990EZ/BooksInCareOfDetail/PhoneNum09787240246
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 347
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PETERSHAM
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd001366
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt086279
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt083596
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt07557
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03710
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0223347
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0154630
IRS990EZ/FundraisingGrossIncomeAmt05750
IRS990EZ/GrossReceiptsAmt0129730
IRS990EZ/LandAndBuildingsGrp/BOYAmt060510
IRS990EZ/LandAndBuildingsGrp/EOYAmt060742
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0223347
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0154630
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0223347
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0154630
IRS990EZ/OccupancyRentUtltsAndMaintAmt012545
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0STEPH DUPREEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1STEPHANIE YOUNG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KRYSTEN HARTY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PATTY UPSHAW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JESSICA MAKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CLERK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt076558
IRS990EZ/OtherAssetsTotalDetail/EOYAmt010292
IRS990EZ/OtherChangesInNetAssetsAmt0-76274
IRS990EZ/OtherExpensesTotalAmt018611
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO OPERATE AN EDUCATIONAL FACILITY FOR SCHOOL AGE & PRE
IRS990EZ/PrintingPublicationsPostageAmt0136
IRS990EZ/ProgramServiceRevenueAmt0123980
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0OPERATION OF A MONTESSORI SCHOOL ENROLLMENT - 24 STUDENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0119907
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt084905
IRS990EZ/SchoolOperatingInd0true
IRS990EZ/SpecialEventsDirectExpensesAmt02266
IRS990EZ/SpecialEventsNetIncomeLossAmt03484
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0119907
IRS990EZ/TotalProgramServiceExpensesAmt0119907
IRS990EZ/TotalRevenueAmt0127464
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0PUBLICIZED POLICY IN LOCAL NEWSPAPER AS PART OF ADVERTISING AND ON THEIR WEBSITE
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I Line 3
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and promotion $225.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Information technology $2152.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $4589.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PROGRAM EXPENSES $10905.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PERMITS $441.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MISCELLANEOUS $299.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6CORRECTION OF BALANCE SHEET ERROR FROM 2024 -$76274.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Accounts receivable, net. Beginning:$73775.00 Ending: $7509.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8OTHER ASSETS Ending: $2783.00
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part I Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Part I Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Part I Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Part I Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Part I Line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Part II Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Part II Line 24
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHANIE DUPREEZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09787240246
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PETERSHAM MONTESSORI SCHOOL INC
ReturnHeader/Filer/BusinessNameControlTxt0PETE
ReturnHeader/Filer/EIN0043327165
ReturnHeader/Filer/InCareOfNm0% STEPHANIE DUPREEZ
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 347
ReturnHeader/Filer/USAddress/CityNm0Petersham
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001366
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0264259737
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PATRICK BULLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt014 GROVE ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ATHOL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0013312660
ReturnHeader/PreparerPersonGrp/PhoneNum09782492397
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PATRICK BULLIS
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-10-24T15:15:38-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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