Civic Intelligence

Bedford Montessori School Inc.

EIN 22-2549900 • 501(c)3 • Bedford, MA

Pub. 78 Eligible

Profile

Bedford montessori school was founded in 1984 for the purpose of educating preschool & kindergarten children according to dr. Maria montessori's educational philosophy. Since our humble beginning, we have focused on creating and maintaining an individualized curriculum that meets the needs of each child, balanced with age-appropriate social experiences. In the atmosphere of freedom within limits, we encourage each child to shine their own special light.

8 Alfred CircleBedford, MA 01730

bedfordmontessori.org

Siviq Scores

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

Liabilities / Assets

80th percentile

0.43x

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

90th percentile

1.27x

Higher debt load relative to revenue than 90% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

34th percentile

-1.9%

Higher net margin than 34% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

67th percentile

$101,162

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 12.5% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

42nd percentile

0.7%

Faster asset growth than 42% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

23rd percentile

-9.6%

Faster revenue growth than 23% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets80th percentile

Assets

Up

$2,395,971

Up $16,971 (+0.7%) from 2024

Liabilities

Up

$1,022,098

Up $4,941 (+0.5%) from 2024

Net Assets

Up

$1,373,873

Up $12,030 (+0.9%) from 2024

Operations
Liabilities / Revenue90th percentileNet Margin34th percentile

Revenue

Down

$806,853

Down $85,816 (-9.6%) from 2024

Expenses

Up

$822,035

Up $21,201 (+2.6%) from 2024

Net Income

Down

-$15,182

Down $107,017 (-117%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth42nd percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $316,835Liabilities 2011: $94,946Net Assets 2011: $221,8892011Assets 2012: $422,553Liabilities 2012: $125,906Net Assets 2012: $296,6472012Assets 2013: $524,660Liabilities 2013: $87,052Net Assets 2013: $437,6082013Assets 2014: $1,698,929Liabilities 2014: $1,182,347Net Assets 2014: $516,5822014Assets 2015: $1,690,307Liabilities 2015: $1,088,262Net Assets 2015: $602,0452015Assets 2016: $1,797,088Liabilities 2016: $1,105,144Net Assets 2016: $691,9442016Assets 2017: $1,865,265Liabilities 2017: $1,066,656Net Assets 2017: $798,6092017Assets 2018: $2,058,757Liabilities 2018: $1,209,541Net Assets 2018: $849,2162018Assets 2019: $2,022,375Liabilities 2019: $1,111,476Net Assets 2019: $910,8992019Assets 2020: $1,878,528Liabilities 2020: $1,000,505Net Assets 2020: $878,0232020Assets 2021: $1,977,712Liabilities 2021: $1,115,828Net Assets 2021: $861,8842021Assets 2022: $2,185,649Liabilities 2022: $1,129,757Net Assets 2022: $1,055,8922022Assets 2023: $2,347,130Liabilities 2023: $1,077,122Net Assets 2023: $1,270,0082023Assets 2024: $2,379,000Liabilities 2024: $1,017,157Net Assets 2024: $1,361,8432024Assets 2025: $2,395,971Liabilities 2025: $1,022,098Net Assets 2025: $1,373,8732025

Highlighted filing

2025

Assets$2,395,971
Liabilities$1,022,098
Net Assets$1,373,873
Open 2025 Filing

Operations Trend

Revenue Growth23rd percentile

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

$1.0M$500K$0-$500KExpenses 2011: $398,1272011Revenue 2012: $475,416Expenses 2012: $397,703Net Income 2012: $77,7132012Expenses 2013: $419,2172013Revenue 2014: $540,583Expenses 2014: $461,609Net Income 2014: $78,9742014Revenue 2015: $688,275Expenses 2015: $602,812Net Income 2015: $85,4632015Revenue 2016: $672,348Expenses 2016: $582,449Net Income 2016: $89,8992016Revenue 2017: $716,027Expenses 2017: $609,362Net Income 2017: $106,6652017Revenue 2018: $688,727Expenses 2018: $638,120Net Income 2018: $50,6072018Revenue 2019: $738,736Expenses 2019: $677,053Net Income 2019: $61,6832019Revenue 2020: $595,658Expenses 2020: $628,534Net Income 2020: -$32,8762020Revenue 2021: $533,601Expenses 2021: $549,740Net Income 2021: -$16,1392021Revenue 2022: $855,122Expenses 2022: $661,114Net Income 2022: $194,0082022Revenue 2023: $957,131Expenses 2023: $770,595Net Income 2023: $186,5362023Revenue 2024: $892,669Expenses 2024: $800,834Net Income 2024: $91,8352024Revenue 2025: $806,853Expenses 2025: $822,035Net Income 2025: -$15,1822025

Highlighted filing

2025

Revenue$806,853
Expenses$822,035
Net Income-$15,182
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$2,395,971
Liabilities
$1,022,098
Net assets
$1,373,873
Revenue
$806,853
Expenses
$822,035
Net income
-$15,182
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.40$1.02$1.37$0.81$0.82$0.02
2024Detailed filing. Detailed filing data is available for this year.$2.38$1.02$1.36$0.89$0.80$0.09
2023Detailed filing. Detailed filing data is available for this year.$2.35$1.08$1.27$0.96$0.77$0.19
2022Detailed filing. Detailed filing data is available for this year.$2.19$1.13$1.06$0.86$0.66$0.19
2021Detailed filing. Detailed filing data is available for this year.$1.98$1.12$0.86$0.53$0.55$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.88$1.00$0.88$0.60$0.63$0.03
2019Detailed filing. Detailed filing data is available for this year.$2.02$1.11$0.91$0.74$0.68$0.06
2018Detailed filing. Detailed filing data is available for this year.$2.06$1.21$0.85$0.69$0.64$0.05
2017Detailed filing. Detailed filing data is available for this year.$1.87$1.07$0.80$0.72$0.61$0.11
2016Detailed filing. Detailed filing data is available for this year.$1.80$1.11$0.69$0.67$0.58$0.09
2015Detailed filing. Detailed filing data is available for this year.$1.69$1.09$0.60$0.69$0.60$0.09
2014Detailed filing. Detailed filing data is available for this year.$1.70$1.18$0.52$0.54$0.46$0.08
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.52$0.09$0.44$0.42
2012Summary only. Only limited summary data is available for this year.$0.42$0.13$0.30$0.48$0.40$0.08
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.32$0.09$0.22$0.40
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Dec 16, 2025
Return Version
2024v5.0
Gross Receipts
$806,853
Mission and Program Overview

Mission

Bedford montessori school was founded in 1984 for the purpose of educating preschool & kindergarten children according to dr. Maria montessori's educational philosophy. Since our humble beginning, we have focused on creating and maintaining an individualized curriculum that meets the needs of each child, balanced with age-appropriate social experiences. In the atmosphere of freedom within limits, we encourage each child to shine their own special light.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,355,198$1,391,066▲ $35,868
Savings and Temporary Cash Investments$640,780$432,965▼ $207,815
Investments in Publicly Traded Securities-$277,212-
Cash and Non-Interest-Bearing Accounts$324,299$267,609▼ $56,690
Prepaid Expenses and Deferred Charges$16,798$15,391▼ $1,407
Accounts Receivable$32,245$6,636▼ $25,609
Pledges and Grants Receivable$2,654--
Total Assets$2,379,000$2,395,971▲ $16,971
Other Assets Total$7,026$5,092▼ $1,934
Liabilities
Mortgage Notes Payable Secured by Investment Property$738,835$709,264▼ $29,571
Deferred Revenue$253,644$265,966▲ $12,322
Accounts Payable and Accrued Expenses$17,652$41,776▲ $24,124
Other Liabilities$7,026$5,092▼ $1,934
Total Liabilities$1,017,157$1,022,098▲ $4,941
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,361,843$1,373,873▲ $12,030
Total Net Assets Fund Balance$1,361,843$1,373,873▲ $12,030
Total Liabilities and Net Assets / Fund Balance$2,379,000$2,395,971▲ $16,971

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,038,760$382,265$1,421,025
Land$310,361-$310,361
Equipment$41,945$49,601$91,546
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robin BigwoodDir/head ofFT$98,216$2,946$101,162

Board Members and Trustees

NameTitle
Judy TurnerChair
Carmelina PadovaniDirector
Patricia ShapiroDirector
Sarah DesmondDirector
Kelly DumaisClerk
Sonny ZhaoTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$37,930
Program Service Revenue
$759,155
Investment Income
$9,573
Other Revenue
$195
All Other Contributions
$200
Change in Net Assets
$-15,182
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$581,910
Other Expenses$240,125
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$395,622$37,407-$433,029
Current Officers, Directors, Trustees, and Key Employees$18,496$73,985-$92,481
Occupancy$14,136$42,380-$56,516
Depreciation Depletion$48,272--$48,272
Interest$43,691--$43,691
Payroll Taxes$31,888$8,577-$40,465
Office Expenses-$25,126-$25,126
Insurance$6,994$10,214-$17,208
Fees for Services Accounting-$15,250-$15,250
Pension Plan Contributions$7,999$2,220-$10,219
Other Employee Benefits$5,716--$5,716
Other Expenses$2,805$786-$2,805
Advertising-$1,595-$1,595
Fees for Services Legal-$664-$664
Total Functional Expenses$603,831$218,204$0$822,035
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
Operating Lease Liability$5,092
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
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
No
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, Page 6, Part VI, Line 6

“The organization has a single class of members. The members are initially elected by the incorporator and thereafter are elected annually by the members then in office. Members have the right to elect directors and such other rights and powers as are provided under massachusetts non-profit corporation law.”

Form 990, Page 6, Part VI, Line 7A

“Each member is a voting member of the corporation, and is entitled to one vote at the corporation's annual meeting.”

Form 990, Page 6, Part VI, Line 8B

“There are no committees or sub-comittees associated with the board of directors.”

Form 990, Page 6, Part VI, Line 11B

“A copy of form 990 is provided to the chair and treasurer for their review prior to filing.”

Form 990, Page 6, Part VI, Line 12C

“Annually each board member signs a conflict of interest statement identifying conflicts or possible conflicts, if any. The statement is kept on file in the executuve director's office.”

Form 990, Page 6, Part VI, Line 19

“The school's financial statements and tax filings are available online for viewing at the massachusetts attorney general's division for public charities website. The school's governing documents, financial statements and tax filings are also available upon request at the school's bedford massachusetts campus.”

Filing and Contact Details

Filer

Filer Name
Bedford Montessori School Inc
EIN
22-2549900
Phone
7812753344
Address
8 ALFRED CIRCLE, BEDFORD, MA 01730

Signing Officer

Name
Sonny Zhao
Title
Treasurer
Phone
7812753344
Signed
2025-12-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sonny Zhao
Formed
1984
Legal Domicile
Ma
Voting Board Members
7
Independent Board Members
6
Employees
16

Preparer

Firm
Blinn Farrell & Company Cpas
Address
60 BAILEY BOULEVARD, HAVERHILL, MA 01830
Preparer
Nelson D Blinn CPA
Phone
9783728518
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“Bedford montessori school was founded in 1984 for the purpose of educating preschool & kindergarten children according to dr. Maria montessori's educational philosophy. Since our humble beginning, we have focused on creating and maintaining an individualized curriculum that meets the needs of each child, balanced with age-appropriate social experiences. In the atmosphere of freedom within limits, we encourage each child to shine their own special light.”

Financial Statement Notes

Schedule D, Page 3, Part X

“The organization accounts for the effect of any uncertain tax positions based on a "more likely than not" threshold to the recognition of the tax positions being sustained based on the technical merits of the position under scrutiny by the applicable taxing authority. If a tax position or positions are deemed to result in uncertainties of those positions, the unrecognized tax benefit is estimated based on a "cumulative probability assessment" that aggregates the estimated tax liability for all uncertain tax positions. Interest and penalties assessed, if any, are accrued as income tax expense.”

Raw XML Appendix398 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/MissionDesc0BEDFORD MONTESSORI SCHOOL WAS FOUNDED IN 1984 FOR THE PURPOSE OF EDUCATING PRESCHOOL & KINDERGARTEN CHILDREN ACCORDING TO DR. MARIA MONTESSORI'S EDUCATIONAL PHILOSOPHY. SINCE OUR HUMBLE BEGINNING, WE HAVE FOCUSED ON CREATING AND MAINTAINING AN INDIVIDUALIZED CURRICULUM THAT MEETS THE NEEDS OF EACH CHILD, BALANCED WITH AGE-APPROPRIATE SOCIAL EXPERIENCES. IN THE ATMOSPHERE OF FREEDOM WITHIN LIMITS, WE ENCOURAGE EACH CHILD TO SHINE THEIR OWN SPECIAL LIGHT.
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0OPERATING LEASE LIABILITY
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION OF THE TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER SCRUTINY BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX BENEFIT IS ESTIMATED BASED ON A "CUMULATIVE PROBABILITY ASSESSMENT" THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR ALL UNCERTAIN TAX POSITIONS. INTEREST AND PENALTIES ASSESSED, IF ANY, ARE ACCRUED AS INCOME TAX EXPENSE.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
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IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
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IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
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IRS990ScheduleE/MaintainScholarshipsRecsInd0true
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IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE SCHOOL PERIODICALLY PUBLISHES ITS NON-DISCRIMINATORY POLICY STATEMENT IN REGIONAL NEWSPAPERS AND PROMOTIONAL LITERATURE.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, LINE 3
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BEDFORD MONTESSORI SCHOOL WAS FOUNDED IN 1984 FOR THE PURPOSE OF EDUCATING PRESCHOOL & KINDERGARTEN CHILDREN ACCORDING TO DR. MARIA MONTESSORI'S EDUCATIONAL PHILOSOPHY. SINCE OUR HUMBLE BEGINNING, WE HAVE FOCUSED ON CREATING AND MAINTAINING AN INDIVIDUALIZED CURRICULUM THAT MEETS THE NEEDS OF EACH CHILD, BALANCED WITH AGE-APPROPRIATE SOCIAL EXPERIENCES. IN THE ATMOSPHERE OF FREEDOM WITHIN LIMITS, WE ENCOURAGE EACH CHILD TO SHINE THEIR OWN SPECIAL LIGHT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION HAS A SINGLE CLASS OF MEMBERS. THE MEMBERS ARE INITIALLY ELECTED BY THE INCORPORATOR AND THEREAFTER ARE ELECTED ANNUALLY BY THE MEMBERS THEN IN OFFICE. MEMBERS HAVE THE RIGHT TO ELECT DIRECTORS AND SUCH OTHER RIGHTS AND POWERS AS ARE PROVIDED UNDER MASSACHUSETTS NON-PROFIT CORPORATION LAW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EACH MEMBER IS A VOTING MEMBER OF THE CORPORATION, AND IS ENTITLED TO ONE VOTE AT THE CORPORATION'S ANNUAL MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THERE ARE NO COMMITTEES OR SUB-COMITTEES ASSOCIATED WITH THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4A COPY OF FORM 990 IS PROVIDED TO THE CHAIR AND TREASURER FOR THEIR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ANNUALLY EACH BOARD MEMBER SIGNS A CONFLICT OF INTEREST STATEMENT IDENTIFYING CONFLICTS OR POSSIBLE CONFLICTS, IF ANY. THE STATEMENT IS KEPT ON FILE IN THE EXECUTUVE DIRECTOR'S OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE SCHOOL'S FINANCIAL STATEMENTS AND TAX FILINGS ARE AVAILABLE ONLINE FOR VIEWING AT THE MASSACHUSETTS ATTORNEY GENERAL'S DIVISION FOR PUBLIC CHARITIES WEBSITE. THE SCHOOL'S GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND TAX FILINGS ARE ALSO AVAILABLE UPON REQUEST AT THE SCHOOL'S BEDFORD MASSACHUSETTS CAMPUS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-12-16
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BLINN FARRELL & COMPANY CPAS
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ReturnHeader/PreparerPersonGrp/PhoneNum09783728518
ReturnHeader/PreparerPersonGrp/PreparationDt02025-12-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NELSON D BLINN CPA
ReturnHeader/ReturnTs02026-01-28T16:01:54-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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