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Governance Register
US nonprofit · EIN 237100723 · New Preston, CTiSource and licenceOrganisation record IRS Exempt Organizations Business Master File (EIN 237100723) - NTEE activity code, address.Board and officers IRS Form 990 annual filings, Part VII (directors, trustees, officers, key employees), read year by year to observe tenure.Latest return IRS Form 990 series e-file data - 990 for the year to 30 June 2025: assets, liabilities, staff, website, telephone, pay.Renewal outlook Computed by Governance Register from the observed filing history and filed revenue (us-approach-v4-clean). Not a statement that the organisation is recruiting.Deductibility IRS Publication 78 data (code PC), downloaded 18 October 2026.Licence US Federal Government public domain.How we handle data

Washington Montessori Association Inc's network

15 people4 organisationsi15 people and 4 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (15). Violet dotted lines (4) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.

The board

15 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Tenure and departures are observed across annual filings. Observed tenure is a lower bound - a member may have joined before the first year on record. The organisation reported 15 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.
NameRole as filedSinceOn the board
Tanya Horgan ChairChair2019
7 yrs
Briana BallBoard Member2023
3 yrs
Brieanne HillBoard Member2024
2 yrs
Christopher IveyBoard Member2024
2 yrs
Fletcher PrevinBoard Member2021
5 yrs
Helen SHUCompany secretary2021
5 yrs
Jeremy LacasseVice Chair2023
3 yrs
John CelebiTreasurer2020
6 yrs
Julia KivitzBoard Member2022
4 yrs
Kelly OpdykeBoard Member2024
2 yrs
Lily BinnsBoard Member2024
2 yrs
Matthew Woodhall (also filed as Matt Woodhall)Board Member2021
5 yrs
Peter ArturiBoard Member2022
4 yrs
Robert Copen (also filed as Rob Copen)Board Member2018
8 yrs
Sunday FisherBoard Member2021
5 yrs
Under 5 years5 to 6 years6 years or moreShow all 15 →

Officers and senior leadership

6 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.
NameTitle as filedOn the filings
Anne FentonChief Financial Officersince 2023
Carney M Heavey O'BrienHead of Schoolsince 2020
Carol Beebe-MestelChief Financial Officersince 2018
David Newman Acting Head of SchoolTrustee2022
Launa SchweizerHead of School2024
Laura MartinAsst Head of Enrollmentsince 2019

Pay and hours

year to 30 June 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.
NameTitle as filedHours a weekPay from the organisationRelated organisationsOther
Launa SchweizerHead of School Thru 04/202540$200k$41k
Anne FentonChief Financial Officer40$139k$20k
Laura MartinAsst Head of Enrollment40$121k$6k
Jamie SpannhakeBoard Member1$6k
Jeremy LacasseChair5$0
Lily Binns-BerkeyVice Chair5$0
Julia KivitzTreasurer3$0
Helen ShuSecretary3$0
Briana BallBoard Member1$0
Yujung Kim ChaplinBoard Member1$0
John CelebiBoard Member1$0
Sunday FisherBoard Member1$0
Brieanne HillBoard Member1$0
Christopher IveyBoard Member Thru 10/241$0
Caroline KleinBoard Member1$0
Kelly OpdykeBoard Member1$0
Fletcher PrevinBoard Member1$0
Matthew WoodhallBoard Member1$0

About

Legal name
Washington Montessori Association Inc
EIN
237100723
Address
240 Litchfield Tpke, New Preston, CT, 06777-2005
State
Connecticut
Mission
Washington montessori school creates an inclusive and joyful environment, supported by a deeply rooted community of families and educators, where children embrace their individual and collective potential and prepare to live with integrity in a changing world. (as filed on the Form 990)
Activity (NTEE)
B200 Education
IRS classification
501(c)03 (tax-exempt under section 501(c)(3) where shown)
Classified purpose
Education
Size band
8 (IRS master file code)
Formed
1965
Principal officer
Kerry Dorton (as named on the Form 990)
IRS ruling date
1 March 1971
Status
Code 01 (unconditional exemption)
Form 990 filings on record
7, latest 2024
IRS Publication 78
PC (contributions deductible)

Most connected

Longest observed on the filings

≥8years on the filingsRobert Copen
≥7years on the filingsTanya Horgan
≥6years on the filingsJohn Celebi
≥5years on the filingsFletcher Previn

Latest return

year to 30 June 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 30 June 2025. US dollars, as filed.
Total assets
$17.6m
Total liabilities
$9m
Net assets or fund balances
$8.6m
Contributions and grants received
$602k
Program service revenue
$8.9m
Grants and similar paid out
$1.9m
Employees
111
Volunteers
75

State registration

1 entityiBusiness-entity registers published by US states. These records are matched to this organisation by name and state, not by EIN, and are labelled as likely matches. Street addresses are not shown.
Washington Montessori Association, Inc. likely matchiMatched by exact name and state (and ZIP where shown). State registers do not publish EINs, so this is not a confirmed match. Source: Connecticut Secretary of the State, business registry and officers (data.ct.gov n7gp-d28j and ka36-64k6). Licence not stated. Data last fetched 18 October 2026.
State
Connecticut
Entity type
Non-Stock
Status
Active
Formed
9 June 1970
Registered agent
Updike, Kelly & Spellacy, P.C. (city and state not held)

Officers (3)

  • Anne Fenton Officer
  • Caroline Klein Officer
  • Kerry Dorton Officer

City and state of officers are not held in this extract.