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WASHINGTON MONTESSORI ASSOCIATION, INC.

Date of last update: 28 Apr 2025. Data updated weekly.

Company Details

Entity Name: WASHINGTON MONTESSORI ASSOCIATION, INC.
Jurisdiction: Connecticut
Legal type: Non-Stock
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 09 Jun 1970
Business ALEI: 0069998
Annual report due: 09 Jun 2025
Business address: 240 Litchfield Turnpike, New Preston, CT, 06777, United States
Mailing address: 240 Litchfield Turnpike, New Preston, CT, United States, 06777
ZIP code: 06777
County: Litchfield
Place of Formation: CONNECTICUT
E-Mail: afenton@washingtonmontessori.org

Industry & Business Activity

NAICS

611110 Elementary and Secondary Schools

This industry comprises establishments primarily engaged in furnishing academic courses and associated course work that comprise a basic preparatory education. A basic preparatory education ordinarily constitutes kindergarten through 12th grade. This industry includes school boards and school districts. Learn more at the U.S. Census Bureau

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
WASHINGTON MONTESSORI ASSOCIATION 403(B) DC PLAN 2023 237100723 2024-11-22 WASHINGTON MONTESSORI ASSOCIATION, INC. 119
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1990-01-01
Business code 611000
Sponsor’s telephone number 8608680551
Plan sponsor’s address 240 LITCHFIELD TURNPIKE, NEW PRESTON, CT, 067772005
WASHINGTON MONTESSORI ASSOCIATION 403(B) DC PLAN 2023 237100723 2024-11-22 WASHINGTON MONTESSORI ASSOCIATION, INC. 112
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1990-01-01
Business code 611000
Sponsor’s telephone number 8608680551
Plan sponsor’s address 240 LITCHFIELD TURNPIKE, NEW PRESTON, CT, 067772005
WASHINGTON MONTESSORI ASSOCIATION 403(B) DC PLAN 2022 237100723 2023-12-15 WASHINGTON MONTESSORI ASSOCIATION, INC. 112
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1990-01-01
Business code 611000
Sponsor’s telephone number 8608680551
Plan sponsor’s address 240 LITCHFIELD TURNPIKE, NEW PRESTON, CT, 067772005

Signature of

Role Plan administrator
Date 2023-12-15
Name of individual signing LAUNA SCHWEIZER
Valid signature Filed with authorized/valid electronic signature
WASHINGTON MONTESSORI ASSOCIATION 403(B) DC PLAN 2021 237100723 2023-01-20 WASHINGTON MONTESSORI ASSOCIATION, INC. 112
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1990-01-01
Business code 611000
Sponsor’s telephone number 8608680551
Plan sponsor’s address 240 LITCHFIELD TURNPIKE, NEW PRESTON, CT, 067772005

Signature of

Role Plan administrator
Date 2023-01-20
Name of individual signing LAUNA SCHWEIZER
Valid signature Filed with authorized/valid electronic signature
WASHINGTON MONTESSORI SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2020 237100723 2022-02-24 WASHINGTON MONTESSORI ASSOCIATION, INC. 104
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1990-01-01
Business code 611000
Sponsor’s telephone number 8608680551
Plan sponsor’s address 240 LITCHFIELD TURNPIKE, NEW PRESTON, CT, 067772005

Signature of

Role Plan administrator
Date 2022-02-24
Name of individual signing DAVID NEWMAN
Valid signature Filed with authorized/valid electronic signature
WASHINGTON MONTESSORI SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2019 237100723 2021-03-31 WASHINGTON MONTESSORI ASSOCIATION, INC. 79
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1990-01-01
Business code 611000
Sponsor’s telephone number 8608680551
Plan sponsor’s address 240 LITCHFIELD TURNPIKE, NEW PRESTON, CT, 067772005
WASHINGTON MONTESSORI SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2018 237100723 2019-12-20 WASHINGTON MONTESSORI ASSOCIATION, INC. 82
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1990-01-01
Business code 611000
Sponsor’s telephone number 8608680551
Plan sponsor’s address 240 LITCHFIELD TURNPIKE, NEW PRESTON, CT, 067772005
WASHINGTON MONTESSORI SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2017 237100723 2019-02-14 WASHINGTON MONTESSORI ASSOCIATION, INC. 82
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1990-01-01
Business code 611000
Sponsor’s telephone number 8608680551
Plan sponsor’s address 240 LITCHFIELD TURNPIKE, NEW PRESTON, CT, 067772005
WASHINGTON MONTESSORI SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2016 237100723 2018-02-26 WASHINGTON MONTESSORI ASSOCIATION, INC. 80
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1990-01-01
Business code 611000
Sponsor’s telephone number 8608680551
Plan sponsor’s address 240 LITCHFIELD TURNPIKE, NEW PRESTON, CT, 067772005
WASHINGTON MONTESSORI SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2015 237100723 2017-01-23 WASHINGTON MONTESSORI ASSOCIATION, INC. 76
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1990-01-01
Business code 611000
Sponsor’s telephone number 8608680551
Plan sponsor’s address 240 LITCHFIELD TURNPIKE, NEW PRESTON, CT, 067772005

Signature of

Role Plan administrator
Date 2017-01-20
Name of individual signing CAROL BEEBE-MESTEL
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-01-20
Name of individual signing CAROL BEEBE-MESTEL
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role
CARMODY TORRANCE SANDAK & HENNESSEY LLP Agent

Officer

Name Role Business address Residence address
Anne Fenton Officer 240 Litchfield Turnpike, New Preston, CT, 06777, United States 1055 Washington Woodbury Rd, Roxbury, CT, 06783-1201, United States
Launa Schweizer Officer 240 Litchfield Turnpike, New Preston, CT, 06777, United States 44 South Street, Litchfield, CT, 06759, United States

Director

Name Role Residence address
Jeremy Lacasse Director 38 Academy Hill Rd, Watertown, CT, 06795, United States

License

Credential Credential type Status Status reason Issue date Effective date Expiration date
LTN.0001765 TEMPORARY NONCOMMERCIAL LIQUOR PERMIT APPROVED CURRENT - 2025-02-22 2025-02-22
CHR.0059385-EXEMPT PUBLIC CHARITY-EXEMPT FROM FINANCIAL REQUIREMENTS ACTIVE CURRENT 2016-01-21 2016-01-21 -

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012046215 2024-05-13 - Annual Report Annual Report -
BF-0011082285 2023-05-12 - Annual Report Annual Report -
BF-0010230999 2022-08-03 - Annual Report Annual Report 2022
BF-0009755393 2021-08-19 - Annual Report Annual Report -
0007247320 2021-03-22 - Annual Report Annual Report 2020
0006683715 2019-11-20 - Annual Report Annual Report 2019
0006245784 2018-09-13 - Annual Report Annual Report 2018
0005857572 2017-06-06 - Annual Report Annual Report 2016
0005857724 2017-06-06 - Annual Report Annual Report 2017
0005357781 2015-06-30 - Annual Report Annual Report 2015

USAspending Awards. Financial Assistance

FAIN Awarding Agency Assistance Listings Start Date End Date Description
BP842077 Department of Agriculture 10.768 - BUSINESS AND INDUSTRY LOANS 2010-09-13 2010-09-13 GUARANTEED BUSINESS & INDUSTRY 2 % LOANS
Recipient WASHINGTON MONTESSORI ASSOCIATION INC
Recipient Name Raw WASHINGTON MONTESSORI ASSOCIATION INC
Recipient DUNS 826931573
Recipient Address 240 LITCHFIELD TURNPIKE, NEW PRESTON, LITCHFIELD, CONNECTICUT, 06777-2005, UNITED STATES
Obligated Amount 0.00
Non-Federal Funding 0.00
Original Subsidy Cost 0.00
Face Value of Direct Loan 0.00
Link View Page

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
23-7100723 Corporation Unconditional Exemption 240 LITCHFIELD TPKE, NEW PRESTON, CT, 06777-2005 1971-03
In Care of Name -
Group Exemption Number 0000
Subsection Charitable Organization, Educational Organization, Literary Organization, Organization to Prevent Cruelty to Animals, Organization to Prevent Cruelty to Children, Organization for Public Safety Testing, Religious Organization, Scientific Organization
Affiliation Independent - This code is used if the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Classification Educational Organization, Local Association of Employees, Horticultural Organization, Business League, Voluntary Employees' Beneficiary Association (Govt. Emps.), Mutual Ditch or Irrigation Co., Cemetery Company, Other Mutual Corp. or Assoc.
Deductibility Contributions are deductible.
Foundation Organization that receives a substantial part of its support from a governmental unit or the general public 170(b)(1)(A)(vi)
Tax Period 2024-06
Asset 10,000,000 to 49,999,999
Income 5,000,000 to 9,999,999
Filing Requirement 990 (all other) or 990EZ return
PF Filing Requirement No 990-PF return
Accounting Period Jun
Asset Amount 17537726
Income Amount 9441231
Form 990 Revenue Amount 9031953
National Taxonomy of Exempt Entities -
Sort Name -

Publication 78 Data

Description Organizations eligible to receive tax-deductible charitable contributions. Users may rely on this list in determining deductibility of their contributions.
On Publication 78 Data List Yes
Deductibility Type of organization and use of contribution: A public charity. Deductibility Limitation: 50% (60% for cash contributions)

Copies of Returns (990, 990-EZ, 990-PF, 990-T)

Organization Name WASHINGTON MONTESSORI ASSOCIATION INC
EIN 23-7100723
Tax Period 202306
Filing Type E
Return Type 990
File View File
Organization Name WASHINGTON MONTESSORI ASSOCIATION INC
EIN 23-7100723
Tax Period 202206
Filing Type E
Return Type 990
File View File
Organization Name WASHINGTON MONTESSORI ASSOCIATION INC
EIN 23-7100723
Tax Period 202106
Filing Type E
Return Type 990
File View File
Organization Name WASHINGTON MONTESSORI ASSOCIATION INC
EIN 23-7100723
Tax Period 202006
Filing Type E
Return Type 990
File View File
Organization Name WASHINGTON MONTESSORI ASSOCIATION INC
EIN 23-7100723
Tax Period 201906
Filing Type E
Return Type 990
File View File
Organization Name WASHINGTON MONTESSORI ASSOCIATION INC
EIN 23-7100723
Tax Period 201806
Filing Type E
Return Type 990
File View File
Organization Name WASHINGTON MONTESSORI ASSOCIATION INC
EIN 23-7100723
Tax Period 201806
Filing Type P
Return Type 990
File View File
Organization Name WASHINGTON MONTESSORI ASSOCIATION INC
EIN 23-7100723
Tax Period 201706
Filing Type E
Return Type 990
File View File
Organization Name WASHINGTON MONTESSORI ASSOCIATION INC
EIN 23-7100723
Tax Period 201606
Filing Type E
Return Type 990
File View File

Debts and Liens

This table presents a concise summary of a company's liens and debts, detailing essential information such as the lien type, debt amount, associated parties, and current status of each financial obligation.

Subsequent Filing No Status Type Filing Date Lapse Date Filing Type
0005112323 Active OFS 2022-12-28 2028-01-31 AMENDMENT

Parties

Name WASHINGTON MONTESSORI ASSOCIATION, INC.
Role Debtor
Name SALISBURY BANK & TRUST CO
Role Secured Party
0005108388 Active OFS 2022-12-06 2028-01-31 AMENDMENT

Parties

Name WASHINGTON MONTESSORI ASSOCIATION, INC.
Role Debtor
Name SALISBURY BANK & TRUST CO
Role Secured Party
0005088760 Active OFS 2022-08-23 2028-01-31 AMENDMENT

Parties

Name WASHINGTON MONTESSORI ASSOCIATION, INC.
Role Debtor
Name SALISBURY BANK & TRUST CO
Role Secured Party
0005088756 Active OFS 2022-08-23 2028-01-31 AMENDMENT

Parties

Name WASHINGTON MONTESSORI ASSOCIATION, INC.
Role Debtor
Name SALISBURY BANK & TRUST CO
Role Secured Party
0003263020 Active OFS 2018-08-31 2028-01-31 AMENDMENT

Parties

Name WASHINGTON MONTESSORI ASSOCIATION, INC.
Role Debtor
Name SALISBURY BANK & TRUST CO
Role Secured Party
0003263021 Active OFS 2018-08-31 2028-01-31 AMENDMENT

Parties

Name WASHINGTON MONTESSORI ASSOCIATION, INC.
Role Debtor
Name SALISBURY BANK & TRUST CO
Role Secured Party
0003220051 Active OFS 2018-01-05 2028-01-31 AMENDMENT

Parties

Name WASHINGTON MONTESSORI ASSOCIATION, INC.
Role Debtor
Name SALISBURY BANK & TRUST CO
Role Secured Party
0003220053 Active OFS 2018-01-05 2028-01-31 AMENDMENT

Parties

Name WASHINGTON MONTESSORI ASSOCIATION, INC.
Role Debtor
Name SALISBURY BANK & TRUST CO
Role Secured Party
0003220054 Active OFS 2018-01-05 2028-01-31 AMENDMENT

Parties

Name WASHINGTON MONTESSORI ASSOCIATION, INC.
Role Debtor
Name SALISBURY BANK & TRUST CO
Role Secured Party
0003220052 Active OFS 2018-01-05 2028-01-31 AMENDMENT

Parties

Name WASHINGTON MONTESSORI ASSOCIATION, INC.
Role Debtor
Name SALISBURY BANK & TRUST CO
Role Secured Party
See something incorrect or outdated? Let us know

Sources: Company Profile on Connecticut's Official State Website

* While we strive to keep this information correct and up-to-date, it is not the primary source, and the dataset source should always be referred to for definitive information