2026-01-15T06:38:37-06:00 2025-06-30 334358135 SAX ADVISORS LLC 1040 AVENUE OF THE AMERICAS-16TH FL NEW YORK NY 10018 990 2024-07-01 131992185 WEST SIDE MONTESSORI SCHOOL WEST 2126628000 309 WEST 92ND STREET NEW YORK NY 10025 MATTHEW BLOOM CFO 2126628000 2026-01-15 1 0 MARQUS WHITE P00053187 2126857000 2026-01-13 2024 2025-03-06 01:10:19Z MARY D BASSO 309 WEST 92ND STREET NEW YORK NY 10025 15261584 0 X WWW.WSMSNYC.ORG X 1963 NY WE PREPARE CHILDREN TO BE RESILIENT, CREATIVE AND INDEPENDENT PROBLEM SOLVERS. WE ARE LEADERS IN TEACHING MONTESSORI PRINCIPLES AND INCORPORATE THE BEST PRACTICES OF MODERN EARLY CHILDHOOD EDUCATION IN OUR CLASSROOMS. 24 22 90 22 0 0 1300316 2730263 10833542 11682610 530671 668839 0 13028 12664529 15094740 1454788 1177113 0 0 8077288 9692085 0 125000 427715 3859384 4260244 13391460 15254442 -726931 -159702 38306732 51804798 9587257 22743677 28719475 29061121 X WE PREPARE CHILDREN TO BE RESILIENT, CREATIVE AND INDEPENDENT PROBLEM SOLVERS. WE ARE LEADERS IN TEACHING MONTESSORI PRINCIPLES AND INCORPORATE THE BEST PRACTICES OF MODERN EARLY CHILDHOOD EDUCATION IN OUR CLASSROOMS.WEST SIDE MONTESSORI SCHOOL IS A VIBRANT, COLLABORATIVE COMMUNITY OF PASSIONATE TEACHERS, JOYFUL CHILDREN AND ENGAGED PARENTS. OUR DIVERSE COMMUNITY IS A REFLECTION OF THE CITY IN WHICH WE LIVE. 0 0 10827783 1131388 10740565 THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE AND ITS LARGEST PROGRAM SERVICE, IS TO PROVIDE EARLY EDUCATION TO 150-200 CHILDREN FROM PRE-K THROUGH KINDERGARTEN. 870900 33300 942045 THIS ORGANIZATION ALSO OPERATES A MONTESSORI TEACHER EDUCATION PROGRAM, THE WSMS-TEP PROGRAM, FOR TEACHERS WHO WISH TO OBTAIN THEIR MONTESSORI TEACHING CREDENTIALS. 12425 12425 PROVIDING GENERAL EDUCATION SUPPORT TO UNRELATED ORGANIZATIONS WITHIN THE COMMUNITY. 11711108 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 1 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 74 0 1 90 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 24 22 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X X MATTHEW BLOOM 2126628000 309 WEST 92ND STREET NEW YORK NY 10025 MIMI BASSO HEAD OF SCHOOL 40.00 X X 471518 0 63031 IVA MILLS VICE-PRESIDENT 2.00 X X 0 0 0 DANA BLISS VICE-PRESIDENT 2.00 X X 0 0 0 SCOTT LI TREASURER 2.00 X X 0 0 0 TENILLE PHAM SHELTON SECRETARY 2.00 X X 0 0 0 MICHAEL CAPILOUTO TRUSTEE 2.00 X 0 0 0 NIKKI CHASE-LEVIN PRESIDENT 2.00 X X 0 0 0 STEVEN HAN TRUSTEE 2.00 X 0 0 0 GEOFFREY KARAPETYAN TRUSTEE 2.00 X 0 0 0 ANKUR KESWANI TRUSTEE 2.00 X 0 0 0 KURT MILLER TRUSTEE 2.00 X 0 0 0 YASMIN NOZARI TRUSTEE 2.00 X 0 0 0 CHRISTINA WANG TRUSTEE 2.00 X 0 0 0 JULIA EMANUEL TRUSTEE 2.00 X 0 0 0 AVNER HUSEN TRUSTEE 2.00 X 0 0 0 ANNIE KIM TRUSTEE 2.00 X 0 0 0 ELLIE BURROWS GLUCK PARENT REPRESENTATIVE 4.00 X 0 0 0 CHARLENE SU TRUSTEE 2.00 X 0 0 0 KRISTIN CRAWFORD TRUSTEE 2.00 X 0 0 0 GREG FELDMAN TRUSTEE 2.00 X 0 0 0 ELIZABETH MARTORELLA TRUSTEE 2.00 X 0 0 0 JOHN FREDERICK THYE TRUSTEE 2.00 X 0 0 0 ALEX WASCH TRUSTEE 2.00 X 0 0 0 ELIZABETH TYNDELL TRUSTEE 2.00 X 0 0 0 JORDAN BLITZER PARENT REPRESENTATIVE 4.00 X 0 0 0 MATTHEW BLOOM CFO 40.00 X 185241 0 59038 LISANNE PINCIOTTI DIRECTOR OF TEP 40.00 X 166583 0 34263 GRETCHEN AMBERG SLACK HEAD TEACHER 40.00 X 136157 0 31688 NADINE CARROLL ASSOC. HEAD OF SCHOOL 40.00 X 157891 0 20148 MELISSA MACK ASSOCIATE DIRECTOR 40.00 X 165433 0 37948 AMY STONEY DIRECTOR OF OPERATIONS 40.00 X 192834 0 22532 KATHERINE FORDNEY EDUCATIONAL DIRECTOR 40.00 X 144025 0 41203 1619682 0 309851 15 0 1 0 DAVID LEVIN 250 WEST 90TH STREET 12A NEW YORK NY 10024 COUNSELING 132500 1 176224 2554039 63922 2730263 TUITION REVENUE 611600 10740564 10740564 TEACHER EDUCATION PROGRAM 611710 942046 942046 11682610 668839 668839 166844 176224 166844 0 OTHER INCOME 900099 13028 13028 13028 15094740 11682610 0 681867 12425 12425 1164688 1164688 935116 229895 682232 22989 6489808 5368970 1000345 120493 493905 421551 63610 8744 1153932 928564 203318 22050 619324 474410 133313 11601 55868 55868 14834 14834 125000 125000 30370 30370 324994 173072 150049 1873 107334 92900 14434 241626 185089 52011 4526 1101470 843739 237098 20633 1192274 913296 256644 22334 144771 111755 30373 2643 PRG. SUPPLIES & MATERIA 386225 386225 STAFF DEVELOPMENT 270896 239854 30512 530 TEACHER EDUCATION PROGR 236687 236687 OTHER EXPENSES 149998 20888 82142 46968 2897 2897 15254442 11711108 3115619 427715 6966619 750000 350799 3118376 1090614 381350 550979 120086 110945 30374804 10884116 17019322 19490688 11892962 12819335 1575594 13873861 38306732 51804798 1312701 1450494 6780290 7109515 1494266 14183668 9587257 22743677 X 28719475 27970507 1090614 28719475 29061121 38306732 51804798 X -159702 915468 -414120 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8329230 8329230 21155359 10220976 10934383 890215 663140 227075 19490688 SECURITY DEPOSIT 57917 DEFERRED COMPENSATION 516481 FINANCE LEASE RIGHT-OF-USE ASSET, NET 13299463 13873861 DEFERRED COMPENSATION PAYABLE 516481 FINANCE LEASE LIABILITY 13667187 14183668 X 14401030 915468 -414120 501348 13899682 30370 1164688 1195058 15094740 14059384 0 14059384 30370 1164688 1195058 15254442 PART X, LINE 2: THE SCHOOL DOES NOT BELIEVE ITS FINANCIAL STATEMENTS INCLUDE ANY MATERIAL, UNCERTAIN TAX POSITIONS. TAX FILINGS FOR PERIODS ENDING JUNE 30, 2022 AND LATER ARE SUBJECT TO EXAMINATION BY APPLICABLE TAXING AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF ASSET LOSS ON TERMINATION OF OPERATING LEASE -414,120. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 1,164,688. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 1,164,688. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 WEST SIDE MONTESSORI SCHOOL PUBLICIZED THEIR NONDICRIMINATORY POLICY THROUGH A NEWSPAPER IN CONJUCTION WITH ISAAGNY (INDEPENDENT SCHOOL ADMISSION ASSOCIATION OF GREATER NEW YORK.) SCHEDULE E, PART I, LINE 6 THE SCHOOL RECEIVES GRANTS FROM THE NYS OFFICE OF CHILDREN AND FAMILY SERVICES AND THE UNITED STATES DEPARTMENT OF AGRICULTURE. X 1 DAVE LEVIN 250 W 90TH ST 12A NEW YORK NY 10024 ADVISE LEADERSHIP ON GROWTH CANPAIGNN 0 0 125000 0 125000 NY AUCTION 263350 143270 120080 84598 35482 FALL FESTIVAL 79718 32954 46764 46764 343068 176224 166844 84598 82246 166844 0 1 BRICK CHURCH SCHOOL 62 EAST 92ND ST NEW YORK NY 10128 135562386 501C3 10000 0 EDUCATIONAL PROGRAMMING 1 FINANCIAL AID 35 1164688 PART I, LINE 2: THE FINANCIAL AID COMMITTEE MEETS ANNUALLY TO DECIDE THE TUITION ASSISTANCE BEING AWARDED FOR THE YEAR. ALL AMOUNTS ARE REVIEWED AND APPROVED. X X X X 0 1 0 0 0 0 0 0 0 MIMI BASSO HEAD OF SCHOOL 391518 0 80000 0 0 0 44850 0 18181 0 534549 0 0 0 MATTHEW BLOOM CFO 185241 0 0 0 0 0 23083 0 35955 0 244279 0 0 0 AMY STONEY DIRECTOR OF OPERATIONS 192834 0 0 0 0 0 21212 0 1320 0 215366 0 0 0 MELISSA MACK ASSOCIATE DIRECTOR 165433 0 0 0 0 0 21667 0 16281 0 203381 0 0 0 LISANNE PINCIOTTI DIRECTOR OF TEP 166583 0 0 0 0 0 18324 0 15939 0 200846 0 0 0 KATHERINE FORDNEY EDUCATIONAL DIRECTOR 144025 0 0 0 0 0 19634 0 21569 0 185228 0 0 0 NADINE CARROLL ASSOC. HEAD OF SCHOOL 157891 0 0 0 0 0 4881 0 15267 0 178039 0 0 0 GRETCHEN AMBERG SLACK HEAD TEACHER 136157 0 0 0 0 0 15122 0 16566 0 167845 0 0 0 PART I, LINE 4B MIMI BASSO PARTICIPATES IN A SECTION 457(B) DEFERRED COMPENSATION PLAN AND A 457(F) DEFERRED COMPENSATION PLAN. IN 2013, THE SCHOOL ESTABLISHED A DISCRETIONARY DEFERRED COMPENSATION PLAN FOR THE HEAD OF SCHOOL. NO CONTRIBUTIONS WERE MADE TO THE PLAN DURING THE FISCAL YEARS ENDED JUNE 30, 2025. THE VALUE OF THE PLAN AT YEAR-END WAS $516,481. X 4 63922 FMV/ SALE PRICE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE CFO WILL REVIEW THE 990 DRAFT. ANY CHANGES ARE COMMUNICATED TO THE INDEPENDENT ACCOUNTANTS AND THE REVISED DRAFT IS THEN FORWARDED TO THE EXECUTIVE AND AUDIT COMMITTEES OF THE BOARD FOR THEIR REVIEW. THE BOARD OF TRUSTEES APPROVES THE IRS FORM 990 PRIOR TO FILING. THE RETURNS ARE SIGNED BY THE CFO. FORM 990, PART VI, SECTION B, LINE 12C NEAR THE BEGINNING OF EACH FISCAL YEAR, A CONFLICT OF INTEREST DISCLOSURE STATEMENT IS REQUIRED TO BE SUBMITTED BY ALL OFFICERS, DIRECTORS AND KEY EMPLOYEES, REGARDLESS OF WHETHER SUCH PERSONS FILLED ONE OUT THE PREVIOUS YEAR. THE COMPLETED DISCLOSURES STATEMENTS ARE REVIEWED FOR COMPLIANCE BY THE HEAD OF THE GOVERNANCE COMMITTEE. IF CONFLICTS EXIST, THE BOARD MEMBER IS REQUIRED TO RECUSE HIM/HERSELF FROM ANY RELATED DELIBERATION AND DECISION. EMPLOYEES ALSO ANNUALLY SIGN A STATEMENT THAT CERTIFIES THAT THEY ARE IN FULL COMPLIANCE WITH THE POLICIES CONTAINED IN WEST SIDE MONTESSORI SCHOOL'S EMPLOYEE HANDBOOK, INCLUDING A POLICY ON "CONFLICT OF INTEREST." EACH OFFICER, DIRECTOR OR TRUSTEES, AND KEY EMPLOYEE COMPLETED THE ATTESTATION EACH FALL. FORM 990, PART VI, SECTION B, LINE 15 THE SCHOOL'S COMPENSATION POLICY IS IMPLEMENTED BY THE BOARD'S COMPENSATION AND MANAGEMENT DEVELOPMENT COMMITTEE CONSISTING ENTIRELY OF INDEPENDENT DIRECTORS. THE COMPENSATION AND MANAGEMENT DEVELOPMENT COMMITTEE USES COMPARABILITY DATA IN FORMING ITS RECOMMENDATIONS TO THE BOARD. THE HEAD OF SCHOOL'S COMPENSATION IS APPROVED BY THE BOARD AS RECORDED IN ITS MINUTES. THE BOARD'S COMPENSATION USES DATA TO SUPPORT ITS RECOMMENDATION, WHICH IS APPROVED BY THE FULL BOARD OF TRUSTEES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. FORM 990, PART XI, LINE 9: LOSS ON TERMINATION OF OPERATING LEASE -414,120.