2025-12-22T10:54:52-06:00 2025-06-30 410746749 CLIFTONLARSONALLEN 29 SOUTH MAIN STREET 4TH FLOOR WEST HARTFORD CT 06107 990 2024-07-01 131970585 MONTESSORI ASSOCIATION OF NEW YORK MONT 2128792296 416 EAST 80TH STREET NEW YORK NY 10075 MAARTEN DE VREEDE CFOO 2128792296 2025-12-20 1 1 JOHN TOSCANO P00358542 8605614000 2025-12-09 2024 2025-03-06 01:10:19Z THE CAEDMON SCHOOL DR WENDY A FALCHUK 416 EAST 80TH STREET NEW YORK NY 10075 14343626 0 X WWW.CAEDMONSCHOOL.ORG X 1962 NY AT THE CAEDMON SCHOOL, WE HONOR THE INDIVIDUAL AND FOSTER THE NATURAL CURIOSITY OF EACH CHILD, WHICH IS THE FOUNDATION OF ACADEMIC ACHIEVEMENT. WE NURTURE EMPATHY IN OUR STUDENTS TO VALUE PERSPECTIVES OTHER THAN THEIR OWN. 30 24 135 60 0 0 607101 647833 11097150 12726353 286189 307699 -16647 -85739 11973793 13596146 1871036 2124024 0 0 7414096 8053962 0 0 343910 3768599 3591664 13053731 13769650 -1079938 -173504 13124060 10966615 10268430 7975366 2855630 2991249 X AT THE CAEDMON SCHOOL, WE HONOR THE INDIVIDUAL AND FOSTER THE NATURAL CURIOSITY OF EACH CHILD, WHICH IS THE FOUNDATION OF ACADEMIC ACHIEVEMENT. WE NURTURE EMPATHY IN OUR STUDENTS TO VALUE PERSPECTIVES OTHER THAN THEIR OWN. OUR GRADUATES ARE CREATIVE, CAPABLE, AND COURAGEOUS, READY TO MAKE THEIR PLACE IN THE WORLD. 0 0 11552363 2124024 12726353 THE SCHOOL OPERATES A COEDUCATIONAL SCHOOL FOR STUDENTS IN PRESCHOOL THROUGH THE FIFTH GRADE WITH AN ENROLLMENT OF APPROXIMATELY 225 STUDENTS. 11552363 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 41 0 1 135 1 0 0 0 0 0 0 0 0 0 0 0 0 X 30 24 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 NY X MAARTEN DE VREEDE CFOO 2128792296 416 EAST 80TH STREET NEW YORK NY 10075 MATTHEW STUART BIELACZYC HEAD OF SCHOOL THRU 8/2025 40.00 X X 342352 0 63838 MICHAEL GRAMER PRESIDENT 2.00 X X 0 0 0 KELLY RIGGLE SECRETARY 2.00 X X 0 0 0 TORREY YOUNG VICE PRESIDENT 2.00 X X 0 0 0 ERIC YUEN TREASURER 2.00 X X 0 0 0 FATEN BAASSIRI TRUSTEE 2.00 X 0 0 0 CHRISSY CA'CERES TRUSTEE 2.00 X 0 0 0 ALIA CARPONTER WALKER TRUSTEE 2.00 X 0 0 0 BRENA CASCINI TRUSTEE 2.00 X 0 0 0 MIKE D'AUSILIO TRUSTEE 2.00 X 0 0 0 JENNA DABBS TRUSTEE 2.00 X 0 0 0 ADEBOLA DELE-MICHAEL TRUSTEE 2.00 X 0 0 0 ALYSON EVANS TRUSTEE 2.00 X 0 0 0 ELIZABETH FLISSER ROSMAN TRUSTEE 2.00 X 0 0 0 SHERLI FURST TRUSTEE 2.00 X 0 0 0 JOSEPH HARTSWELL TRUSTEE 2.00 X 0 0 0 TIM KAU TRUSTEE 2.00 X 0 0 0 ELIOT KNUDSEN TRUSTEE 2.00 X 0 0 0 FARIDA LECOIN-MEMNON TRUSTEE 2.00 X 0 0 0 ELLEN LEE TRUSTEE 2.00 X 0 0 0 DALE MCCOMB TRUSTEE 2.00 X 0 0 0 LJ MITCHELL TRUSTEE 2.00 X 0 0 0 JOHN MODZELEWSKI TRUSTEE 2.00 X 0 0 0 ERGYS MYSELIMI TRUSTEE 2.00 X 0 0 0 REBECCA PARRY TRUSTEE 2.00 X 0 0 0 EMILY PRAGER TRUSTEE 2.00 X 0 0 0 RIDHIMA SINGH TRUSTEE 2.00 X 0 0 0 KATIE TAYLOR TRUSTEE 2.00 X 0 0 0 CHETAN VIG TRUSTEE 2.00 X 0 0 0 BYRON C WHITMORE II TRUSTEE 2.00 X 0 0 0 DAVID CARTY CFOO THRU 9/2024 40.00 X 179530 0 49348 MAARTEN DE VREEDE CFOO AS OF 9/2024 40.00 X 74978 0 460 SANIYA MEHDI ASSISTANT HEAD OF SCHOOL 40.00 X 173450 0 5142 ADAM SCHLESSINGER INSTRUCTOR 40.00 X 144871 0 17270 JOYCE SCHNEIDER EARLY PROGRAM HEAD TEACHER 40.00 X 137693 0 28984 JELECIA MCGREGOR DIRECTOR OF ELEMENTARY PROGRAM 40.00 X 136548 0 47626 MARY VRAZEL LIBRARIAN/TECH 40.00 X 133869 0 44434 1323291 0 257102 18 0 1 0 0 182514 44126 421193 58143 647833 TUITION AND FEES 611600 11325782 11325782 AUXILIARY PROGRAM FEES 611600 1400571 1400571 12726353 154983 154983 751652 598936 152716 152716 152716 62805 182514 148544 -85739 -85739 13596146 12726353 0 221960 2124024 2124024 745329 111799 521731 111799 5737982 5182241 455195 100546 159829 142658 14251 2920 847797 696559 125078 26160 563025 461680 84454 16891 32479 3254 29225 148659 14896 133763 20120 20120 23432 2348 21084 169737 116671 23036 30030 210383 57549 143244 9590 198494 94596 96335 7563 1156774 1128253 20126 8395 9042 9042 349281 340619 6112 2550 103477 18447 84900 130 INSTRUCTIONAL COSTS 622145 622145 FOOD SERVICE 463489 434624 22338 6527 CREDIT LOSS EXPENSE 63343 63343 FUNDRAISING EXPENSES 20809 20809 13769650 11552363 1873377 343910 360238 2058 1692319 243135 54422 29231 424789 71100 193231 253865 8172384 6349767 1400160 1822617 5101380 5372069 3897521 3172540 13124060 10966615 451265 383804 4463356 2486991 690000 5353809 4414571 10268430 7975366 X 1640186 2314638 1215444 676611 2855630 2991249 13124060 10966615 -173504 309123 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6612568 4998652 1613916 1470941 1351115 119826 88875 88875 1822617 RIGHT-OF-USE ASSET - OPERATING LEASE 3172540 3172540 OPERATING LEASE LIABILITY 4414571 4414571 X 11761125 309123 -2124024 -1814901 13576026 20120 20120 13596146 11625506 0 11625506 20120 2124024 2144144 13769650 PART X, LINE 2: THE ORGANIZATION IS A NOT-FOR-PROFIT ORGANIZATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND, ACCORDINGLY, IS NOT LIABLE FOR FEDERAL AND STATE INCOME TAXES. THE ORGANIZATION FOLLOWS STANDARDS THAT PROVIDE CLARIFICATION ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN THE ORGANIZATION'S FINANCIAL STATEMENTS. THE GUIDANCE PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE 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. THE ORGANIZATION'S POLICY IS TO RECOGNIZE INTEREST AND PENALTIES ON UNRECOGNIZED TAX BENEFITS IN INCOME TAX EXPENSE. NO INTEREST AND PENALTIES WERE RECORDED DURING 2025 AND 2024. AT JUNE 30, 2025 AND 2024, THERE ARE NO SIGNIFICANT INCOME TAX UNCERTAINTIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: STUDENT AID -2,124,024. PART XII, LINE 4B - OTHER ADJUSTMENTS: STUDENT AID 2,124,024. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 PART OF ADMISSIONS LITERATURE. SCHEDULE E, PART I, LINE 6 NEW YORK STATE DEPARTMENT OF EDUCATION MANDATED SERVICES AID (MSA) SPRING GALA 226378 169545 56833 52295 68034 1000 21243 HALLOWEEN 18941 12969 5972 800 5172 245319 182514 62805 52295 68034 1800 26415 148544 -85739 1 FINANCIAL ASSISTANCE FOR STUDENTS - FLEX TUITION ASSISTANCE 66 2124024 FINANCIAL ASSISTANCE FOR STUDENTS - FLEX TUITION ASSISTANCE PART I, LINE 2: FAMILIES WHO ARE IN NEED OF FINANCIAL ASSISTANCE FILL OUT A FLEXIBLE TUITION GRANT APPLICATION USING THE ORGANIZATION'S APPROVED SOFTWARE PLATFORM. THE FLEXIBLE TUITION COMMITTEE REVIEWS ALL APPLICATIONS AND DETERMINES HOW THE FLEXIBLE TUITION GRANT FUNDS WILL BE DISTRIBUTED TO ELIGIBLE APPLICANTS. THE FLEXIBLE TUITION GRANTS ARE APPLIED TO THE STUDENT ACCOUNTS AS A DIRECT REDUCTION TO THE AMOUNT OF TUITION TO BE PAID. X X X 1 0 0 0 0 1 0 0 0 MATTHEW STUART BIELACZYC HEAD OF SCHOOL THRU 8/2025 342352 0 0 0 0 0 47140 0 16698 0 406190 0 0 0 DAVID CARTY CFOO THRU 9/2024 144411 0 0 0 35119 0 32217 0 17131 0 228878 0 0 0 JELECIA MCGREGOR DIRECTOR OF ELEMENTARY PROGRAM 136548 0 0 0 0 0 18716 0 28910 0 184174 0 0 0 SANIYA MEHDI ASSISTANT HEAD OF SCHOOL 173450 0 0 0 0 0 5142 0 0 0 178592 0 0 0 MARY VRAZEL LIBRARIAN/TECH 133869 0 0 0 0 0 36906 0 7528 0 178303 0 0 0 JOYCE SCHNEIDER EARLY PROGRAM HEAD TEACHER 137693 0 0 0 0 0 12765 0 16219 0 166677 0 0 0 ADAM SCHLESSINGER INSTRUCTOR 127041 0 17830 0 0 0 9740 0 7530 0 162141 0 0 0 MAARTEN DE VREEDE CFOO AS OF 9/2024 74978 0 0 0 0 0 0 0 460 0 75438 0 0 0 PART I, LINE 3 COMPENSATION FOR THE HEAD OF SCHOOL AND CFOO IS REVIEWED AND APPROVED ANNUALLY BY THE EXECUTIVE COMMITTEE OF THE BOARD. PART I, LINE 4A NAME: DAVID CARTY, DESCRIPTION: SEVERANCE/CHANGE OF CONTROL, CURRENT YEAR AMOUNT: $79,310. PLAN DESCRIPTION: SEVERANCE ($35,119 INCLUDED ON 2024 W-2, 44,191 INCLUDED ON 2025 W-2) NAME: MATTHEW STUART, DESCRIPTION: SEVERANCE/CHANGE OF CONTROL, CURRENT YEAR AMOUNT: $50,000. PLAN DESCRIPTION: RETENTION BONUS FOR CHANGE OF HEAD OF SCHOOL ($0 INCLUDED ON 2024 W-2, $50,000 INCLUDED ON 2025 W-2) PART I, LINE 6 ADAM SCHLESSINGER RECEIVED A PROFIT SHARING BONUS OF $17,830 FOR THE SUMMER DISCOVERY CAMP BASED ON THE NET OPERATING RESULTS OF THE SUMMER CAMP PER PROFIT SHARING AGREEMENT. 345450 FLEX TUITON ASSISTANCE FINANCIAL AID/TUITION ASSISTANCE X 4 15965 FAIR VALUE X AUCTION ITEMS FOR GALA 39 34300 FAIR VALUE X INSTRUCTIONAL MATERIALS 1 7878 FAIR VALUE 0 0 0 0 PART I, COLUMN (B): THE AMOUNT REPORTED IN PART I, COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE SHALL HAVE THE AUTHORITY TO TRANSACT ALL BUSINESS OF THE CORPORATION AND SHALL HAVE ALL OTHER AUTHORITY OF THE BOARD DURING THE PERIOD BETWEEN MEETINGS, SUBJECT TO (A) THE MEMBERS OF THE EXECUTIVE COMMITTEE REPORTING ANY ACTIONS TAKEN AT THE NEXT MEETING OF THE BOARD, AND (B) ANY LIMITATIONS IMPOSED BY THE BOARD, THE SCHOOL'S BY-LAWS, OR APPLICABLE LAW. WITHOUT LIMITING THE GENERALITY OF THE FOREGOING, THE EXECUTIVE COMMITTEE SHALL HAVE THE SPECIFIC AUTHORITY TO OVERSEE THE EXPENDITURE OF FUNDS PURSUANT TO RESOLUTIONS OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS PREPARED BY AN INDEPENDENT ACCOUNTANT AND IS INITIALLY REVIEWED BY THE CFOO. THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES REVIEWS AND APPROVES A FULL COPY OF THE RETURN, EXCLUDING THE SCHEDULE B. FINALLY, THE APPROVED COPY IS PROVIDED TO ALL THE TRUSTEES BEFORE FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL TRUSTEES ARE REQUIRED TO SIGN A CONFLICT OF INTEREST DISCLOSURE STATEMENT PRIOR TO OR AT THE FIRST BOARD MEETING OF THE FISCAL YEAR. THE BOARD SECRETARY IS RESPONSIBLE TO MONITOR AND ADDRESS CONFLICTS AS THEY ARISE. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE HEAD OF SCHOOL AND CFOO IS REVIEWED AND APPROVED ANNUALLY BY THE EXECUTIVE COMMITTEE OF THE BOARD. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2025. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS AND GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THIS REQUEST FOR THE DOCUMENTS MAY BE MADE THROUGH THE MAIN OFFICE AT THE CAEDMON SCHOOL, LOCATED IN NEW YORK CITY. FORM 990, PART XII, LINE 2C: THE SCHOOL HAS NOT CHANGED ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR.