2025-10-03T16:53:18-04:00 2025-06-30 842223883 RECKON PRO ACCOUNTING 76 MERRIMACK STREET SUITE 8B HAVERHILL MA 01830 990 2024-07-01 831413096 WISTERIA MONTESSORI INC % LIXUE TU WIST 76 MERRIMACK STREET SUITE 4 HAVERHILL MA 01830 LIXUE TU PRESIDENT 9783089038 2025-09-18 true true CASIMIR JEUNE P02440826 9789146282 2025-10-03 2024 2025-03-06 01:10:19Z LIXUE TU 7 ELLIS STREET METHUEN MA 01844 428464 false 6267 X WWW.WISTERIAMONTESSORI.ORG X 2018 MA WISTERIA MONTESSORI, INC. IS A CHILD-CENTERED EDUCATION THAT EMPHASIZES AND INDIVIDUALIZES SELF-DIRECTED LEARNING. ACTIVITIES ARE DESIGNED TO ALLOW CHILDREN TO EXPLORE AND LEARN AT THEIR OWN PACE BASED ON THEIR UNIQUE INTEREST AND ABILITIES. WISTERIA MONTESSORI, 5 0 6 0 0 100242 143510 328014 283950 0 16008 1004 444264 428464 0 0 254234 285917 0 7220 89782 133445 344016 419362 100248 9102 216079 195756 82768 53343 133311 142413 WISTERIA MONTESSORI, INC. IS A CHILD-CENTERED EDUCATION THAT EMPHASIZES AND INDIVIDUALIZES SELF-DIRECTED LEARNING. ACTIVITIES ARE DESIGNED TO ALLOW CHILDREN TO EXPLORE AND LEARN AT THEIR OWN PACE BASED ON THEIR UNIQUE INTEREST AND ABILITIES. WISTERIA MONTESSORI, false false 289131 140686 286774 1)MAINTAINED THE SAME LEVEL OF ENROLLMENT AS LAST YEAR WHILE RESTRUCTURED, OUR TUITION SCALE TO EMBODY, OUR EQUITY PRINCIPLE. WE INCREASED OUR HIGH INCOME FAMILY TUITION BY TWENTY PERCENT, AND DECREASED OUR MID INCOME FAMILY TUITION BY TEN PERCENT. THIS MODEL HAS ENABLED OUR SCHOOL TO BE MORE FINANCIALLY SUSTAINABLE, AND OFFERED MORE ASSISTANCE TO THE FAMILIES THAT ARE IN FINANCIAL NEED. 2) MAINTAINED ALL FULL TIME STAFF AND HAS HIRED 2 MORE HOURLY STAFF. WE HAD INVESTED MORE HOURS IN PROFESSIONAL DEVELOPMENT AND OFFERED ALL ASSISTANTS MONTESSORI HANDS-ON TRAINING IN HOUSE. 3) COMMUNITY ENGAGEMENT: WE HAVE CONTINUED WORKING WITH THE CITY, FRESH FOOD GRANT AND OFFERED STUDENTS.ANOTHER FULL YEAR OF FRESH FRUITS AND PRODUCE. WE ALSO USED THE CITY YOUTH ACTIVITY GRANT AND HAD ANOTHER YEAR OF SUCCESSFUL EDUCATION ON A FARM WEEK.MOST FAMILY ENJOYED SENDING THEIR CHILDREN TO A FARM DURING THE SUMMER FOR A WHOLE WEEK AND LEARNED ABOUT IMPORTANCE OF EDUCATION AND NATURE. 289131 true false false false false false false false false false false false false false true false false false true false false false false false false false false false false false false false false false false false false false false false false false false false false false false true 0 0 true 6 true false false false false false false false false false false false false false false false false false X 5 0 false false false false false false false true true false false true true true true true true false false false MA X LIXUE TU 9783089638 76 MERRIMACK STREET SUITE 4 HAVERHILL MA 01830 X GRACIELA TRILLA DIRECTOR 0.00 0.00 X 0 0 0 HAILEY MOSCHELLA CLERK 40.00 5.00 X 0 0 0 RACHEL MCALPINE TREASURER 0.00 0.00 X 0 0 0 LIXUE TU PRESIDENT 40.00 5.00 X 0 0 0 KATHRYN LEINN DIRECTOR 0.00 0.00 X 0 0 0 0 0 0 0 false false false X 945 142565 143510 TUITION REVENUE 611710 283950 283950 283950 945 0 INTEREST 523000 14 14 APPLICATION FEE 561499 540 540 BOUNCED CHECK 561499 300 300 150 150 1004 428464 284954 0 0 X 148561 102962 38429 7170 88098 88098 28801 28801 20457 20457 6350 4445 1905 50 50 54179 37925 16254 1573 1573 3649 2501 1148 PROGRAM SUPPLIESEDUCATIONAL 20898 20898 UTILITIES 4115 3021 1094 BANK CHARGES 1661 1661 OFFICE EXPENSE 3393 3393 37577 480 37097 419362 289131 123011 7220 X 180714 159179 19140 10638 16225 25939 216079 195756 1226 1549 1047 4000 68444 36994 12051 10800 82768 53343 X 133311 142413 133311 142413 216079 195756 9102 0 X true X false false X CUSTOMER DEPOSITS 10800 10800 true true false true true true true false false false false false false false false false false true Governing body meeting documentation Part VI line 8a CLARIFY AND ASSIGN ROLES AND RESPONSIBILITIES BY REVIEWING THE BYLAWS TO CLEARLY DEFINE POSITIONS, DUTIES, AND ACCOUNTABILITY. EMPHASIZE THE DELEGATION OF AUTHORITY TO TEACHER LEADERS, ENSURING SHARED POWER AND DISTRIBUTED RESPONSIBILITY ACROSS THE TEAM, WHICH WILL STRENGTHEN COLLABORATION AND IMPROVE DECISION-MAKING. PROVIDE INTENTIONAL REFLECTION SPACE FOR TEACHER LEADERS TO CONSIDER THE SCHOOLS PROGRESS, AREAS OF GROWTH, CHALLENGES, AND FUTURE OPPORTUNITIES, WHILE ALSO SUPPORTING THEIR PERSONAL DEVELOPMENT AND IDENTIFYING THEIR NEXT STAGE OF LEADERSHIP GROWTH, CREATING A CULTURE OF CONTINUOUS LEARNING AND SHARED VISION. Form 990 governing body review Part VI line 11 AS THE GOVERNING BODY IT IS OUR RESPONSIBILITY TO OVERSEE THE OPERATIONS, FINANCIAL AND COMPLIANCE OF WISTERIA MONTESSORI INC. WE HAVE REVIEWD THE 990 INCLUDING THE FINANCIAL STATEMENTS, SCHEDULES AND ACCOMPANYING DISCLOSURE AND HAVE ENSURED THAT THEY ARE IN ACCORDANCE WITH THE APPLICABLE LAWS, REGULATIOS AND INTERNAL POLICIS. Officer director etc mailing address Part VI line 9 LIXUE TU-------------------------PRESIDENT 7 ELLIS ST METHUEN, MA 01844 RACHEL MCALPINE------------------TREASURER 45 WINTHROP AVENUE BEVERLY, MA 01915 HAILY MOSCHELLA------------------CLERK 11 ALLEN ST HAVERHILL, MA 01835 KATHRYN LEINN--------------------DIRECTOR 320 WATER ST HAVERHILL, MA 01830 GRACIELA TRILLA------------------DIRECTOR 2 WEST MEADOW RDHAVERHILL, MA 01832 Conflict of interest policy compliance Part VI line 12c WISTERIA MONTESSORI INC IS COMMINTED TO CONDUCTING ITS AFFAIRS WITH INTEGRITY, TRANSPARENCY AND ACCOUNTABILITY. AS PART OF THIS COMMITMENT THE ORGANIZATION HAS ADOPTED A CONFLICT OF INTEREST POLICY TO ENSURE THAT ALL PERSONAL AND FINANCIAL INTEREST OF ITS BOARD MEMBERS, OFFICERS EMPLOYEES AND VOLUNTEERS DO NOT COMPROMISE THE ORGANIZATIONS MISSION, BEST INTEREST REPUTATION. Governing documents etc available to public Part VI line 19 WISTERIA MONTESSORI INC. MAINTAINS COMPLETE AND UP-TO-DATE COPIES OF ALL REQUIRED FORMS AND RECORDS AT ITS PRIMARY BUSINESS LOCATION. INDIVIDUALS WHO WISH TO REVIEW THESE DOCUMENTS MAY DO SO IN PERSON BY SUBMITTING A REQUEST IN ADVANCE. UPON SUCH REQUEST, ACCESS WILL BE PROVIDED DURING REGULAR BUSINESS HOURS UNDER STAFF SUPERVISION TO ENSURE THE INTEGRITY AND CONFIDENTIALITY OF THE RECORDS. Statement of Revenue Part VIII DONATION/ GRANT REVENUE $ 139,741. TUITION INCOME $ 286,774. INTEREST INCOME FROM BANK ACCOUNT $ 14 APPLICATION FEE $ 540 CREDIT CARD REWARD $ 150 BOUNCED CHECK $ 300 FUNDRAISING $ 945 ------------------------------------------------------------------------ TOTAL-------------------------------------------------------$ 428,464 List of other expenses Part IX line 24e REPAIR $ 583. OTHER PAYROLL EXPENSE $12434. NETWORK FEE $10405. STIPENDS $13040. --------------------------------------------------- TOTAL TO FORM 990 PART IX LINE 24E $36462. Balance Sheet Part X AMERICA EXPRESS $ 1,549. CUSTOMER DEPOSIT $ 10,800. DEFERRED GRANT $ 4,000 LOAN FROM WILDFLOWER FOUNDATION $ 36,994. ------------------------------------------------ TOTAL $ 53,343.