AMERICAN MONTESSORI SOCIETY INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN MONTESSORI SOCIETY INC (EIN 06-0766308)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-14
- IRS object ID
- 202421359349312182
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-14T17:05:04-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 133628255 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONDON O'MEARA MCGINTY & DONNELLY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE BATTERY PARK PLAZA 7TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 060766308 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE AMERICAN MONTESSORI SOCIETY INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AMER | BusinessNameControlTxt |
| Phone | 2123581250 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 211 E 43RD ST 7TH FL 262 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100032163 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MUNIR SHIVJI | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2123581250 | PhoneNum |
| Signature | 2024-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MUNIR | PersonFirstNm |
| Person Last | SHIVJI | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALEXANDER LAZZARUOLO | PreparerPersonNm |
| PTIN | P01775353 | PTIN |
| Phone | 2126617777 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MUNIR SHIVJI | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 211 E 43RD ST 7TH FL 262 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100032163 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $9,019,815 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.AMSHQ.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1960 | FormationYr |
| Legal Domicile State | CT | LegalDomicileStateCd |
| Activity Or Mission | AMS PROVIDES THE LEADERSHIP AND RESOURCES TO MAKE MONTESSORI A SIGNIFICANT AND ENDURING VOICE IN EDUCATION. WE SERVE OUR MEMBERS, ADVOCATE AND CHAMPION MONTESSORI PRINCIPLES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 38 | TotalEmployeeCnt |
| Total Volunteers | 16 | TotalVolunteersCnt |
| Total Gross UBI | $84,021 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $32,969 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,786,553 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,912,075 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,947,391 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,090,803 | CYProgramServiceRevenueAmt |
| PY Investment Income | $335,354 | PYInvestmentIncomeAmt |
| CY Investment Income | $162,651 | CYInvestmentIncomeAmt |
| PY Other Revenue | $168,937 | PYOtherRevenueAmt |
| CY Other Revenue | $171,120 | CYOtherRevenueAmt |
| PY Total Revenue | $7,238,235 | PYTotalRevenueAmt |
| CY Total Revenue | $8,336,649 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $57,250 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $88,023 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,730,214 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,256,300 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $259,143 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,009,624 | PYOtherExpensesAmt |
| CY Other Expenses | $3,730,678 | CYOtherExpensesAmt |
| PY Total Expenses | $5,797,088 | PYTotalExpensesAmt |
| CY Total Expenses | $7,075,001 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,441,147 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,261,648 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $7,200,443 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,134,322 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,627,621 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,198,586 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,572,822 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,935,736 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE AMERICAN MONTESSORI SOCIETY ("AMS") PROVIDES THE LEADERSHIP AND RESOURCES TO MAKE MONTESSORI A SIGNIFICANT AND ENDURING VOICE IN EDUCATION. AMS SERVES OUR MEMBERS, ADVOCATE FOR QUALITY MONTESSORI EDUCATION, AND CHAMPION MONTESSORI PRINCIPLES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,129,189 | ExpenseAmt |
| Revenue | $2,742,028 | RevenueAmt |
| Desc | ANNUAL CONFERENCE: THE AMS ANNUAL CONFERENCE IS DESIGNED TO PROVIDE OPPORTUNITIES FOR PROFESSIONAL DEVELOPMENT AND COMMUNITY BUILDING TO THE MONTESSORI COMMUNITY. OVER 4,000 TEACHERS, ADMINISTRATORS, AND HEADS OF SCHOOLS ATTENDED THE 2023 ANNUAL CONFERENCE IN MARCH 2023. THE ANNUAL CONFERENCE OFFERED OVER 150 WORKSHOPS COVERING TOPICS SUCH AS CURRENT MONTESSORI RESEARCH, USING MONTESSORI MATERIALS IN TEACHING MATH, PEACE EDUCATION, WORKING WITH INFANTS AND TODDLERS, SCHOOL LEADERSHIP, CULTURAL AWARENESS, AND OTHER TOPICS RELEVANT TO MONTESSORI EDUCATION. CONFERENCE SPEAKERS INCLUDED JAMIL ZAKI, SUSAN DAVID, IBRAM X. KENDI, AND CHRIS BARTON. THE CONFERENCE ALSO PROVIDED NETWORKING AND SOCIAL EVENTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $950,810 | ExpenseAmt |
| Desc | MEMBERSHIP: IN FY 2023, AMS SERVED OVER 20,000 INDIVIDUAL AND SCHOOL MEMBERS. AMS ENCOURAGED HIGH STANDARDS IN ITS MONTESSORI SCHOOLS, PROVIDED ACCESS TO MEMBER RESOURCES SUCH AS BEST PRACTICES, ONLINE PROFESSIONAL DEVELOPMENT, AN AWARD-WINNING PUBLICATION, AND OFFERED NUMEROUS OPPORTUNITIES FOR PROFESSIONAL DEVELOPMENT. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $624,085 | ExpenseAmt |
| Revenue | $813,397 | RevenueAmt |
| Desc | TEACHER EDUCATION: IN FY 2023, AMS HAD APPROXIMATELY 100 AMS-AFFILIATED TEACHER EDUCATION PROGRAMS. AMS ISSUED ABOUT 1900 MONTESSORI CREDENTIALS TO SUCCESSFUL GRADUATES OF THESE AMS-AFFILIATED TEACHER EDUCATION PROGRAMS. WE REGISTERED 2,200 NEW ADULT LEARNERS IN FY 2023. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,189,425 | ExpenseAmt |
| Grant | $88,023 | GrantAmt |
| Revenue | $535,378 | RevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $2,189,425 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $88,023 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $535,378 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $5,893,509 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 66 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 38 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEBORAH HOFFMAN THE AMS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2123581250 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 211 E 43RD ST 7TH FL 262 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100032163 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| AMIRA MOGAJI | ||||||||
| PRESIDENT | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DEBBIE SENOFF-LANGFORD | ||||||||
| TREASURER | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| HILARY GREEN | ||||||||
| VICE-PRESIDENT | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| GEOFFREY BISHOP | ||||||||
| SECRETARY | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ANITA HANKS | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS EMERY | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| JAY SCHEURLE | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| WENDY DI | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| LUZ CASQUEJO JOHNSTON | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| AIMEE ALLEN | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| CANDACE PROCTOR | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| LAURA SAYLOR | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| SABINA BINKLEY | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHELLE MORRISON | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHELLE SEYLLER | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| MARY BETH RICKS | ||||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| MUNIR SHIVJI | ||||||||
| EXECUTIVE DIRECTOR | 55.00 | Yes (X) | $227,312 | $0 | $11,075 | |||
| DEBORAH HOFFMAN | ||||||||
| SENIOR DIRECTOR OF FINANCE | 50.00 | Yes (X) | $197,300 | $0 | $11,194 | |||
| GINA TALIAFERRO | ||||||||
| SENIOR DIR. OF EDUC AND ST | 40.00 | $165,199 | $0 | $12,424 | Yes (X) | |||
| MELAHRINI PAPADIMITRIOU | ||||||||
| DIRECTOR OF TEACHER EDUCATION | 40.00 | $102,356 | $0 | $10,801 | Yes (X) | |||
| ROTH JASON | ||||||||
| SENIOR DIRECTOR OF MARKETI | 40.00 | $146,996 | $0 | $5,903 | Yes (X) | |||
| MELANIE THIESSE | ||||||||
| SENIOR DIRECTOR OF MEMBERS | 40.00 | $117,574 | $0 | $4,847 | Yes (X) | |||
| PORCHA WAFFORD | ||||||||
| DIRECTOR OF EQUITY AND ENGAGEMENT | 40.00 | $100,022 | $0 | $3,291 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,056,759 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $59,535 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 7 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PROJECTION PRESENTATION TECHNOLOGY | |||||
| 5803 ROLLING ROAD SUITE 200 | SPRINGFIELD | VA | 22152 | AV EXPENSES | $319,513 |
| AMSIVE DIGITAL INC | |||||
| 915 BROADWAY | NEW YORK | NY | 10010 | WEBSITE REDESIGN | $139,450 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $2,961,252 | MembershipDuesAmt |
| All Other Contributions | $950,823 | AllOtherContributionsAmt |
| Total Contributions | $3,912,075 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ANNUAL CONFERENCE | 611710 | $2,742,028 | $2,742,028 |
| TEACHER EDUCATION PROG | 611710 | $813,397 | $813,397 |
| WEBINARS | 611710 | $423,888 | $423,888 |
| ACCREDITATION | 611710 | $111,490 | $111,490 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,090,803 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $119,998 | TotalRevenueColumnAmt |
| Exclusion | $119,998 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,310 | TotalRevenueColumnAmt |
| Exclusion | $8,310 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $725,819 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $683,166 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $42,653 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $42,653 | TotalRevenueColumnAmt |
| Exclusion | $42,653 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| ADVERTISING | 541800 | $84,021 | $84,021 | |
| MISCELLANEOUS | 900099 | $78,789 | $78,789 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $162,810 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,336,649 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,090,803 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $84,021 | UnrelatedBusinessRevenueAmt |
| Exclusion | $249,750 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,023 | TotalAmt |
| Program Services | $88,023 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $617,351 | TotalAmt |
| Program Services | $470,157 | ProgramServicesAmt |
| Management And General | $126,031 | ManagementAndGeneralAmt |
| Fundraising | $21,163 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,152,853 | TotalAmt |
| Program Services | $1,639,553 | ProgramServicesAmt |
| Management And General | $439,500 | ManagementAndGeneralAmt |
| Fundraising | $73,800 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,951 | TotalAmt |
| Program Services | $42,611 | ProgramServicesAmt |
| Management And General | $11,422 | ManagementAndGeneralAmt |
| Fundraising | $1,918 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $216,212 | TotalAmt |
| Program Services | $164,662 | ProgramServicesAmt |
| Management And General | $44,139 | ManagementAndGeneralAmt |
| Fundraising | $7,411 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $213,933 | TotalAmt |
| Program Services | $162,925 | ProgramServicesAmt |
| Management And General | $43,674 | ManagementAndGeneralAmt |
| Fundraising | $7,334 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,206 | TotalAmt |
| Program Services | $1,100 | ProgramServicesAmt |
| Management And General | $55 | ManagementAndGeneralAmt |
| Fundraising | $51 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,442 | TotalAmt |
| Program Services | $34,165 | ProgramServicesAmt |
| Management And General | $1,706 | ManagementAndGeneralAmt |
| Fundraising | $1,571 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,204 | TotalAmt |
| Management And General | $17,204 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $838,996 | TotalAmt |
| Program Services | $765,572 | ProgramServicesAmt |
| Management And General | $38,226 | ManagementAndGeneralAmt |
| Fundraising | $35,198 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $713,856 | TotalAmt |
| Program Services | $632,581 | ProgramServicesAmt |
| Management And General | $60,385 | ManagementAndGeneralAmt |
| Fundraising | $20,890 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,577 | TotalAmt |
| Program Services | $13,867 | ProgramServicesAmt |
| Management And General | $2,288 | ManagementAndGeneralAmt |
| Fundraising | $422 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $614,169 | TotalAmt |
| Program Services | $501,096 | ProgramServicesAmt |
| Management And General | $44,609 | ManagementAndGeneralAmt |
| Fundraising | $68,464 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $772,103 | TotalAmt |
| Program Services | $748,477 | ProgramServicesAmt |
| Management And General | $11,565 | ManagementAndGeneralAmt |
| Fundraising | $12,061 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $273,013 | TotalAmt |
| Program Services | $269,496 | ProgramServicesAmt |
| Fundraising | $3,517 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,017 | TotalAmt |
| Program Services | $31,953 | ProgramServicesAmt |
| Management And General | $11,605 | ManagementAndGeneralAmt |
| Fundraising | $459 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| UNRELATED BUS. INC. TAX | $3,129 | $2,899 | $225 | $5 |
| BANK FEES & FIN. CHARGE | $171,205 | $163,408 | $3,610 | $4,187 |
| DUES AND SUBSCRIPTIONS | $136,157 | $70,494 | $64,996 | $667 |
| OTHER GRANTS | $76,147 | $76,147 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,457 | TotalAmt |
| Program Services | $14,323 | ProgramServicesAmt |
| Management And General | $1,109 | ManagementAndGeneralAmt |
| Fundraising | $25 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,075,001 | TotalAmt |
| Program Services | $5,893,509 | ProgramServicesAmt |
| Management And General | $922,349 | ManagementAndGeneralAmt |
| Fundraising | $259,143 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,683,857 | BOYAmt |
| EOY | $1,696,811 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $661,752 | BOYAmt |
| EOY | $1,354,238 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,259 | BOYAmt |
| EOY | $59,707 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $144,382 | BOYAmt |
| EOY | $175,304 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,881,654 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,478,631 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $473,783 | BOYAmt |
| EOY | $403,023 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,204,410 | BOYAmt |
| EOY | $4,445,239 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,200,443 | BOYAmt |
| EOY | $8,134,322 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $830,534 | BOYAmt |
| EOY | $519,471 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,267,074 | BOYAmt |
| EOY | $1,332,023 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $530,013 | BOYAmt |
| EOY | $347,092 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,627,621 | BOYAmt |
| EOY | $2,198,586 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,211,938 | BOYAmt |
| EOY | $5,095,064 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $360,884 | BOYAmt |
| EOY | $840,672 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,572,822 | BOYAmt |
| EOY | $5,935,736 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,200,443 | BOYAmt |
| EOY | $8,134,322 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,261,648 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $101,266 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,284,276 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,389,939 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,188,714 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,786,553 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,912,075 | CurrentTaxYearAmt |
| Total | $16,561,557 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,908,679 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $999,816 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,708,001 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,979,374 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,090,803 | CurrentTaxYearAmt |
| Total | $12,686,673 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,192,955 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,389,755 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,896,715 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,765,927 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,002,878 | CurrentTaxYearAmt |
| Total | $29,248,230 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $20,739 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,305 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $29,460 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $27,118 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $22,600 | CurrentTaxYearAmt |
| Total | $112,222 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $20,739 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,305 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $29,460 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $27,118 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $22,600 | CurrentTaxYearAmt |
| Total | $112,222 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $29,136,008 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $190,427 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $126,775 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $81,970 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $119,684 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $128,308 | CurrentTaxYearAmt |
| Total | $647,164 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $85,654 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $47,847 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $87,360 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $50,050 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $33,969 | CurrentTaxYearAmt |
| Total | $304,880 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $276,081 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $174,622 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $169,330 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $169,734 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $162,277 | CurrentTaxYearAmt |
| Total | $952,044 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $79,942 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,884 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,143 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $22,031 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $78,789 | CurrentTaxYearAmt |
| Total | $205,789 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,548,978 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,585,261 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,070,188 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,957,692 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,243,944 | CurrentTaxYearAmt |
| Total | $30,406,063 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.95820 | PublicSupportCY509Pct |
| Public Support PY509 | 0.95440 | PublicSupportPY509Pct |
| Investment Income CY | 0.03130 | InvestmentIncomeCYPct |
| Investment Income PY | 0.03610 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,230,861 | BeginningYearBalanceAmt |
| Contributions | $813,997 | ContributionsAmt |
| Investment Earnings Or Losses | $381,322 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $97,978 | OtherExpendituresAmt |
| End Year Balance | $4,328,202 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,258,469 | BeginningYearBalanceAmt |
| Contributions | $62,598 | ContributionsAmt |
| Investment Earnings Or Losses | -$34,551 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $55,655 | AdministrativeExpensesAmt |
| End Year Balance | $3,230,861 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,278,521 | BeginningYearBalanceAmt |
| Contributions | $19,738 | ContributionsAmt |
| Investment Earnings Or Losses | $42,627 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $82,417 | AdministrativeExpensesAmt |
| End Year Balance | $3,258,469 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,427,844 | BeginningYearBalanceAmt |
| Contributions | $24,481 | ContributionsAmt |
| Investment Earnings Or Losses | $9,925 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $183,729 | AdministrativeExpensesAmt |
| End Year Balance | $3,278,521 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,823,199 | BeginningYearBalanceAmt |
| Contributions | $224,732 | ContributionsAmt |
| Investment Earnings Or Losses | $15,084 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $635,171 | AdministrativeExpensesAmt |
| End Year Balance | $3,427,844 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.80577 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.04794 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.14629 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,881,654 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,478,631 | DepreciationAmt |
| Book Value | $403,023 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $403,023 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REFUNDABLE ADVANCE | Desc |
| Amt | $347,092 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $347,092 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART V, LINE 4: | FormAndLineReferenceDesc |
| Explanation | CENTENNIAL-TEACHER EDUCATION SCHOLARSHIP FUND: THE CENTENNIAL-TEACHER EDUCATION SCHOLARSHIP FUND WILL BE INVESTED AS AN ENDOWMENT. THE INCOME FROM THIS FUND MAY BE USED FOR SCHOLARSHIPS, AT THE DISCRETION OF THE EXECUTIVE DIRECTOR AND THE FINANCE COMMITTEE. SCHOLARSHIP RECIPIENTS WILL BE SELECTED BY THE TEACHER EDUCATION SCHOLARSHIP COMMITTEE BASED ON APPLICATIONS RECEIVED. THIS FUND WAS INITIALLY CREATED BY A CHALLENGE GRANT FROM BOB ROBERTS WITH THE UNDERSTANDING THAT $50,000 OF THE FUNDS RAISED THAT YEAR FOR THE LIVING LEGACY WOULD BE USED TO CREATE THIS FUND. ZELL FAMILY SCHOLARSHIP FUND: THE ZELL FAMILY SCHOLARSHIP FUND IS RESTRICTED BY THE DONOR (PAMELA RIGG) IN PERPETUITY. THE FUND WAS REQUIRED TO ACHIEVE A PRINCIPAL BALANCE OF $100,000 BEFORE THE INCOME FROM THE FUND COULD BE SPENT. IN FY13 THE BOARD OF AMS VOTED TO PROVIDE A MATCHING GRANT OF $25,000 TO BRING THE FUND TO $100,000. AWARDS SHALL BE MADE IN THE NAME OF "THE ZELL FAMILY SCHOLARSHIP FUND." 1870 SOCIETY: THE AMERICAN MONTESSORI SOCIETY, INC. ("AMS") 1870 FUND WAS ESTABLISHED IN 2013 TO PROVIDE FOR AMS'S LONG-TERM GROWTH AND STABILITY. THE 1870 FUND GROWS WITH GIFTS FROM INDIVIDUALS WHO PROVIDE RESOURCES TO AMS THROUGH ESTATE PLANNING OR DIRECT DONATIONS. THE FUND WILL BE INVESTED BASED ON RECOMMENDATIONS FROM THE FINANCE COMMITTEE USING GUIDELINES OF OUR INVESTMENT EXPERTISE. THE FUNDS ARE FOR USE BY AMS PER INSTRUCTIONS OF THE ESTATE OR DONOR TO INCLUDE UNRESTRICTED AND RESTRICTED PURPOSES. JOANNE P. HAMMES SCHOLARSHIP FUND: THE JOANNE P. HAMMES SCHOLARSHIP FUND WAS CREATED IN DECEMBER 2013 THROUGH AN ANONYMOUS DONATION. THE FUND IS RESTRICTED BY THE DONOR IN PERPETUITY AND INCOME FROM THE FUND CAN BE SPENT FOR THE PURPOSE OF PROVIDING TEACHER EDUCATION SCHOLARSHIPS. EACH JUNE THE AMERICAN MONTESSORI SOCIETY WILL DISTRIBUTE THROUGH SCHOLARSHIPS FIVE PERCENT OF THE AVERAGE MARKET VALUE OF THE PREVIOUS TWENTY-FOUR MONTHS OF THE ENDOWMENT, PROVIDED ADEQUATE RESERVES ARE AVAILABLE. IF THERE ARE NO SPENDING RESERVES AVAILABLE, THERE WILL BE NO SPENDING UNLESS THE DONOR ELECTS TO CONTRIBUTE TO THE ENDOWMENT'S INCOME ACCOUNT FOR THE PURPOSE OF MAKING SCHOLARSHIPS. AWARDS SHALL BE MADE IN THE NAME OF THE "JOANNE P. HAMMES SCHOLARSHIP FUND". CENTENNIAL FUND: THE CENTENNIAL FUND WAS CREATED IN 2003 TO PROVIDE SUPPORT FOR PROJECTS RELATING TO FOUR DISTINCT FUNDING PRIORITIES: MARKETING AND COMMUNICATIONS; CHARTER AND PUBLIC SCHOOL EXPANSION; RESEARCH; AND AN ENDOWMENT FOR TEACHER EDUCATION SCHOLARSHIPS TO FURTHER THE NAME AND MISSION OF AMS (SEE CENTENNIAL-TEACHER EDUCATION SCHOLARSHIP FUND UNDER THE PERMANENTLY RESTRICTED SECTION). THE FUND IS SEEDED WITH GIFTS FROM INDIVIDUALS AND ORGANIZATIONS; USE IS FOR THE GENERAL PURPOSES OUTLINED ABOVE OR DESIGNATED PER DONORS` REQUEST. THE DOUGLAS M. GRAVEL FUND: THE DOUGLAS M. GRAVEL FUND (DMG FUND) WAS ESTABLISHED IN 2010 BY JUDITH MCCARTIN SCHEIDE WITH AN INITIAL MEMBERS, MR. DOUGLAS M. GRAVEL. THE GOAL OF THIS FUND IS TO PRESERVE THE SOCIETY'S RICH HISTORY, A CAUSE WHICH MR. GRAVEL WAS VERY PASSIONATE ABOUT. SCHOLARSHIP FUND: THE (TEMPORARILY RESTRICTED) SCHOLARSHIP FUND MAY BE USED TO HELP DESERVING FUTURE TEACHERS OBTAIN MONTESSORI CREDENTIALS. THE FUND GROWS WITH GIFTS FROM INDIVIDUALS, ORGANIZATIONS, AND SILENT AUCTION PROCEEDS. THE SCHOLARSHIP/LIVING LEGACY COMMITTEE IS RESPONSIBLE FOR RECOMMENDING TO THE EXECUTIVE DIRECTOR HOW THE FUND WILL BE USED. THE SCHOLARSHIP/LIVING LEGACY COMMITTEE MEETS EACH MAY TO RECOMMEND THE AWARDING OF GRANTS AS IT DEEMS APPROPRIATE. THE FUND IS NOT AN ENDOWMENT FUND AND WILL BE MANAGED FOR TOTAL RETURN TO BE USED TO FURTHER ITS PURPOSE. PEACE FUND: THE PEACE FUND MAY BE USED FOR PROJECTS TO PROMOTE A GLOBAL CULTURE OF PEACE THROUGH EDUCATION TO FULFILL MARIA MONTESSORI'S VISION FOR ACHIEVING PEACE THROUGH CHILDREN. THE FUND GROWS WITH GIFTS FROM INDIVIDUALS AND ORGANIZATIONS AND FROM THE SALE OF EDUCATIONAL MATERIALS. THE PEACE COMMITTEE IS RESPONSIBLE FOR RECOMMENDING TO THE EXECUTIVE DIRECTOR IN CONSULTATION WITH THE FINANCE COMMITTEE, HOW THE FUND WILL BE USED. THE FUND IS NOT AN ENDOWMENT FUND AND WILL BE MANAGED FOR TOTAL RETURN TO BE USED TO FURTHER ITS PURPOSE. BOARD DESIGNATED FUNDS: BOARD DESIGNATED CONTINGENCY FUND: THE PURPOSE OF THE BOARD DESIGNATED CONTINGENCY FUND IS TO RESTRICT THE USE OF ANY SURPLUSES AMS MAY GENERATE. THIS FUND IS DESIGNED TO BE AVAILABLE TO FUND EMERGENCIES OR TEMPORARY SHORTFALLS OF CASH. THIS FUND WILL BE SEEDED WITH 50% OF THE UNRESTRICTED OPERATING SURPLUS IN ANY GIVEN YEAR. THE FUND WILL NOT BE LESS THAN 25% OF THE ANNUAL OPERATING BUDGET. THE ED, IN CONSULTATION WITH THE FINANCE COMMITTEE, HAS FULL DISCRETION TO USE THIS FUND AND ITS INCOME/GROWTH AS DEEMED APPROPRIATE. ALL EXPENDITURES, EXCEPT THOSE RELATED TO THE INCOME/GROWTH EARNED BY THE FUND SHOULD BE RATIFIED BY THE FINANCE COMMITTEE AND REPORTED TO THE FULL BOARD. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| TEACHER EDUCATION PROGRAM SCHOLARSHIPS | 26 | $40,000 |
| RESEARCH GRANTS | 3 | $3,500 |
| MONTESSORI PUBLIC POLICY INITIATIVE | 3 | $36,000 |
| OTHER GRANTS | 7 | $8,523 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE AMERICAN MONTESSORI SOCIETY, INC. (THE "AMS") SCHOLARSHIP COMMITTEE REVIEWS ALL APPLICATIONS. AWARDS BASED ON THE FOLLOWING SELECTION CRITERIA: 1. ANY ASPIRING MONTESSORI TEACHER IS ELIGIBLE TO APPLY FOR AN AMS TEACHER EDUCATION SCHOLARSHIP, IF THE APPLICATION HAS BEEN ACCEPTED OR IS IN PROCESS OF ACCEPTANCE BY AN AFFILIATED AMS TEACHER EDUCATION PROGRAM, OR IS CURRENTLY ENROLLED IN SUCH A PROGRAM; 2. APPLICATIONS ARE CONSIDERED ON THE BASIS OF FINANCIAL NEED, A COMPELLING PERSONAL STATEMENT, THREE LETTERS OF RECOMMENDATION, AND OFFICIAL VERIFICATION OF ACCEPTANCE INTO AN AMS TEACHER EDUCATION PROGRAM; 3. AMS SCHOLARSHIPS ARE GRANTED FOR TUITION ONLY. EXPENSES ARE NOT INCLUDED; 4. ASSISTANCE IS FORWARDED TO THE TEACHER EDUCATION PROGRAM IN WHICH THE APPLICANT IS ENROLLED; 5. IF A SCHOLARSHIP RECIPIENT WITHDRAWS FROM THE PROGRAM PRIOR TO RECEIVING AN AMS CREDENTIAL, UNUSED FUNDS ARE RETURNED TO THE AMS SCHOLARSHIP FUND IN ACCORDANCE WITH THE TUITION REFUND POLICIES OF THE TEACHER EDUCATION PROGRAM; 6. NO APPLICANT IS DENIED CONSIDERATION OF AN AMS SCHOLARSHIP BECAUSE OF GENDER, RACE, CREED, COLOR OR NATIONAL ORIGIN, OR SEXUAL ORIENTATION; 7. AMS GUIDELINES ARE FOR USE BY APPLICANTS IN PREPARING THE APPLICATION. THEY ARE NOT TO ACCOMPANY THE SCHOLARSHIP APPLICATION; 8. TO BE CONSIDERED, APPLICANTS ARE RESPONSIBLE FOR COMPILING AND SENDING THE COMPLETED MATERIALS IN ACCORDANCE WITH PRINTED GUIDELINES; 9. INTERNATIONAL APPLICANTS SHOULD FOLLOW EXPLICITLY THE GUIDELINES SET FORTH ON THE FINANCIAL INFORMATION PAGE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MUNIR SHIVJI | ||||||||||||||
| EXECUTIVE DIRECTOR | $222,312 | $0 | $5,000 | $0 | $0 | $0 | $6,910 | $0 | $4,165 | $0 | $238,387 | $0 | $0 | $0 |
| DEBORAH HOFFMAN | ||||||||||||||
| SENIOR DIRECTOR OF FINANCE | $195,774 | $0 | $1,526 | $0 | $0 | $0 | $5,972 | $0 | $5,222 | $0 | $208,494 | $0 | $0 | $0 |
| GINA TALIAFERRO | ||||||||||||||
| SENIOR DIR. OF EDUC AND ST | $163,581 | $0 | $1,618 | $0 | $0 | $0 | $8,420 | $0 | $4,004 | $0 | $177,623 | $0 | $0 | $0 |
| ROTH JASON | ||||||||||||||
| SENIOR DIRECTOR OF MARKETI | $145,438 | $0 | $1,558 | $0 | $0 | $0 | $4,396 | $0 | $1,507 | $0 | $152,899 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | AMS WAS INCORPORATED AS A MEMBERSHIP ORGANIZATION. |
| FORM 990, PART VI, SECTION A, LINE 7A | 1. ALL DIRECTORS WILL BE ELECTED BY THE MEMBERS; 2. UP TO NINE (9) INDIVIDUALS RUN FOR ELECTION AFTER HAVING BEEN APPROVED BY THE BOARD OF DIRECTORS; THREE (3) MEMBERS WILL BE ELECTED BY THEIR RESPECTIVE CONSTITUENTS: I. TEACHER SECTION CHAIR II. HEADS SECTION CHAIR III. TEACHER EDUCATORS SECTION CHAIR 3. UP TO NINE (9) INDIVIDUALS WILL STAND AS A SLATE FOR ELECTION UPON RECOMMENDATION BY THE BOARD OF DIRECTORS. ONE (1) OF THESE INDIVIDUALS SHALL BE A FAMILY REPRESENTATIVE, ONE (1) MEMBER SHALL BE RECOMMENDED BY AND FROM THE MEMBERS OF THE SCHOOL ACCREDITATION COMMISSION. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS REVIEWED BY THE CHAIR OF THE AUDIT COMMITTEE, TREASURER, EXECUTIVE DIRECTOR, AND CHIEF FINANCIAL OFFICER. IT WILL THEN BE FORWARDED TO THE BOARD FOR REVIEW PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | AMS REQUIRES ALL BOARD MEMBERS TO COMPLETE AND SIGN A CONFLICT OF INTEREST STATEMENT AT THE TIME THEY BEGIN SERVICE ON THE BOARD, AND ANNUALLY THEREAFTER. SIGNED STATEMENTS ARE MAINTAINED ON FILE BY THE SENIOR DIRECTOR OF OPERATIONS. IN ADDITION, EACH STAFF MEMBER WHO COULD POTENTIALLY HAVE A CONFLICT OF INTEREST IS REQUIRED TO COMPLETE AND SIGN THE CONFLICT OF INTEREST STATEMENT ANNUALLY. THESE ARE ALSO COLLECTED AND KEPT ON FILE BY THE DEPUTY DIRECTOR. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE AMS EXECUTIVE COMMITTEE (PRESIDENT, VICE PRESIDENT, TREASURER, SECRETARY, AND MEMBER-AT-LARGE) REVIEWED AND APPROVED THE COMPENSATION AND EMPLOYMENT CONTRACT OF THE EXECUTIVE DIRECTOR. TWO INDEPENDENT BENCHMARK DATA SOURCES WERE ANALYZED AND EVALUATED BY THE EXECUTIVE COMMITTEE. THESE RESOURCES EXAMINED THE SALARIES AND EMPLOYMENT BENEFITS OF THE CHIEF EXECUTIVE OFFICER (CEO) AND DEPUTY CEO AT NON-PROFIT ORGANIZATIONS THROUGHOUT THE UNITED STATES. A DETAILED DELIBERATION OF THE PROPOSED COMPENSATION OFFERINGS AND EXTERNAL BENCHMARK DATA WERE UTILIZED BY THE EXECUTIVE COMMITTEE IN DETERMINING THE EXECUTIVE DIRECTOR'S COMPENSATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE AMS MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS AND 990 AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. |
| FORM 990, PART IX, LINE 11G | CONSULTANT: PROGRAM SERVICE EXPENSES 120,758. MANAGEMENT AND GENERAL EXPENSES 6,030. FUNDRAISING EXPENSES 5,552. TOTAL EXPENSES 132,340. A/V: PROGRAM SERVICE EXPENSES 15,551. MANAGEMENT AND GENERAL EXPENSES 776. FUNDRAISING EXPENSES 715. TOTAL EXPENSES 17,042. SPEAKER: PROGRAM SERVICE EXPENSES 115,532. MANAGEMENT AND GENERAL EXPENSES 5,769. FUNDRAISING EXPENSES 5,312. TOTAL EXPENSES 126,613. EXHIBITION MANAGER: PROGRAM SERVICE EXPENSES 42,704. MANAGEMENT AND GENERAL EXPENSES 2,132. FUNDRAISING EXPENSES 1,963. TOTAL EXPENSES 46,799. EDITING AND WRITING: PROGRAM SERVICE EXPENSES 75,755. MANAGEMENT AND GENERAL EXPENSES 3,783. FUNDRAISING EXPENSES 3,483. TOTAL EXPENSES 83,021. DESIGN: PROGRAM SERVICE EXPENSES 84,889. MANAGEMENT AND GENERAL EXPENSES 4,239. FUNDRAISING EXPENSES 3,903. TOTAL EXPENSES 93,031. INSTRUCTOR FEE: PROGRAM SERVICE EXPENSES 51,190. MANAGEMENT AND GENERAL EXPENSES 2,556. FUNDRAISING EXPENSES 2,354. TOTAL EXPENSES 56,100. OTHER FEES: PROGRAM SERVICE EXPENSES 259,193. MANAGEMENT AND GENERAL EXPENSES 12,941. FUNDRAISING EXPENSES 11,916. TOTAL EXPENSES 284,050. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|
| SAN LORENZO LLC | ||||||||
| 211 E 43RD ST 7TH FL | NEW YORK | NY | 10003 | MONTESSORI TECHNOLOGY TRAINING | WI | $110,526 | $174,279 | AMERICAN MONTESSORI SOCIETY |
| CARAVALLE LLC | ||||||||
| 211 E 43RD ST 7TH FL | NEW YORK | NY | 10003 | MONTESSORI TECHNOLOGY TRAINING | WI | $110,526 | $174,279 | SAN LORENZO LLC |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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