2023-04-19T13:59:43-05:00 2022-06-30 410746749 CLIFTONLARSONALLEN LLP 2210 EAST ROUTE 66 GLENDORA CA 91740 990 2021-07-01 680472923 CALIFORNIA MONTESSORI PROJECT CALI 9169712432 5330 A GIBBONS DRIVE SUITE 700 CARMICHAEL CA 95608 BRETT BARLEY EXECUTIVE DIRECTOR 9169712432 2023-04-19 1 BRETT BARLEY 999009999 DERRICK DEBRUYNE CPA P00591016 6268577300 2023-04-19 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z BRETT BARLEY 5330 A GIBBONS DRIVE SUITE 700 CARMICHAEL CA 95608 31705106 0 X WWW.CACMP.ORG X 2001 CA TO PROVIDE A MONTESSORI BASED EDUCATIONAL PROGRAM. 9 9 577 1520 0 0 32493845 29709464 178959 1864641 0 0 484376 118001 33157180 31692106 0 0 0 0 21282374 23674296 0 0 0 7010100 7085081 28292474 30759377 4864706 932729 33950399 30297027 15016940 10430839 18933459 19866188 THE MISSION OF THE CALIFORNIA MONTESSORI PROJECT IS TO OFFER A QUALITY, TUITION-FREE MONTESSORI EDUCATION THAT CHALLENGES OUR STUDENTS TO REACH THEIR FULL POTENTIAL. 0 0 24563459 1864641 THE ORGANIZATION OPERATES PUBLIC CHARTER SCHOOLS PROVIDING EDUCATIONAL OPPORTUNITIES TO THE SURROUNDING COMMUNITY. DURING THE YEAR ENDED JUNE 30, 2022 THE ORGANIZATION SERVED APPROXIMATELY 2,760 STUDENTS IN KINDERGARTEN THROUGH 8TH GRADE. 24563459 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 1 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 51 0 1 577 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 9 9 0 1 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 1 1 0 X EDTEC INC 5106633500 1410-A 62ND STREET EMERYVILLE CA 94608 ROB HENDERSON CHAIRPERSON 2.00 X X 0 0 0 SCOTT PORTER PARENT REP. ELK 2.00 X 0 0 0 ADAM CHILDERS BUSINESS REP. 2.00 X 0 0 0 TRACEY WEINSTEIN CHARTER REP. 2.00 0.50 X 0 0 0 MARWA HELMY PARENT REP. CAPITOL 2.00 X 0 0 0 JODI MOTTASHED PARENT REP. SHINGLE SPRING 2.00 X 0 0 0 AMBER BUSBY COMMUNITY REP. 2.00 X 0 0 0 MICKEY SLAMKOWSKI MONTESSORI REP. 2.00 X 0 0 0 RENEE DALL PARENT REP. SAN JUAN 2.00 X 0 0 0 BRETT BARLEY PRESIDENT 40.00 0.50 X 235456 0 50703 CARRIE KLAGENBERG SECRETARY 40.00 X 59470 0 0 KIM ZAWILSKI PRINCIPAL 40.00 X 130948 0 20792 BERNADETTE EVANGELISTA PRINCIPAL 40.00 0.50 X 118858 0 19946 JOANNA PASTOR SECTION 504 COORDINATOR 40.00 X 108308 0 24492 LAURIEN DUSHARME-SPILLER PRINCIPAL 40.00 X 115187 0 26433 MARIA A OSTENDORF PRINCIPAL 40.00 0.50 X 100977 0 22360 869204 0 164726 6 0 1 0 SCHOOL STEPS INC PO BOX 631024 CINCINNATI OH 45263 DIRECT AND CONSULVATIVE SERVICES 345430 TPX COMMUNICATIONS PO BOX 509013 SAN DIEGO CA 92150 IT SETVICES 314539 CURICULUM ASSOCIATES LLC PO BOX 936600 ATLANTA GA 31193 LEARNING PROVIDER 142645 3 202528 29444903 62033 29709464 CLUB M 611710 1862141 1862141 MENTOR PROGRAM 611710 2500 2500 1864641 112633 202528 13000 99633 99633 OTHER REVENUE 900099 18368 18368 18368 31692106 1864641 0 118001 367500 202125 165375 19131311 17233603 1897708 1962983 1830030 132953 1411191 1264745 146446 801311 709954 91357 125805 62630 63175 84491 84491 1394802 11063 1383739 16493 12575 3918 566870 76667 490203 2540704 1577819 962885 49952 41735 8217 204398 193315 11083 148108 148108 940710 680238 260472 108747 108747 INSTRUCTIONAL MATERIALS 475002 475002 OTHER EXPENSES 428999 191958 237041 30759377 24563459 6195918 0 6517099 3081369 7622181 8308245 4417 603 325516 342664 25406981 6842835 19437975 18564146 43211 0 33950399 30297027 6661352 1441526 1295065 8355588 7694248 15016940 10430839 X 18751089 19694221 182370 171967 18933459 19866188 33950399 30297027 932729 0 X X 0 1 X 1 1 1 X 1056596 1056596 21591196 5738479 15852717 1135121 53050 1082071 1624068 1051306 572762 18564146 X 31705106 13000 13000 31692106 0 31692106 30772377 13000 13000 30759377 0 30759377 PART X, LINE 2: CALIFORNIA MONTESSORI PROJECT IS A NON-PROFIT ENTITY EXEMPT FROM THE PAYMENT OF INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND CALIFORNIA REVENUE AND TAXATION CODE SECTION 23701D. ACCORDINGLY, NO PROVISION HAS BEEN MADE FOR INCOME TAXES. MANAGEMENT HAS DETERMINED THAT ALL INCOME TAX POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED UPON POTENTIAL AUDIT OR EXAMINATION; THEREFORE, NO DISCLOSURES OF UNCERTAIN INCOME TAX POSITIONS ARE REQUIRED. THE SCHOOL IS SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO THE EXEMPT PURPOSES. THE SCHOOL FILES AN EXEMPT RETURN AND APPLICABLE UNRELATED BUSINESS INCOME TAX RETURN IN THE U.S. FEDERAL JURISDICTION AND WITH THE CALIFORNIA FRANCHISE TAX BOARD. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSE 13,000. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSE 13,000. 1 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE ORGANIZATION POSTS THEIR NOTICE OF NON-DISCRIMINATION ON THE POLICIES AND FORMS PAGE UNDER FAMILY RESOURCES ON THEIR WEBSITE: HTTPS://WWW.CACMP.ORG/FAMILY-RESOURCES/POLICIES-AND-FORMS. IN ADDITION, THE ORGANIZATION HAS THE FOLLOWING STATEMENT ON ITS LOTTERY AND ENROLLMENT PAGE, HTTPS://WWW.CACMP.ORG/LOTTERY-AND-ENROLLMENT/LOTTERY-AND-ENROLLMENT, "IF YOU FEEL THAT YOU HAVE BEEN DISCRIMINATED AGAINST IN ANY WAY DURING THE LOTTERY OR ENROLLMENT PROCESS, ENCOURAGED NOT TO ENROLL OR PERSUADED TO DISENROLL OR TRANSFER YOUR CMP STUDENT, CLICK HERE TO VIEW INFORMATION ON THE ENROLLMENT COMPLAINT NOTICE." SCHEDULE E, PART I, LINE 4 LINES 4B AND 4D ABOVE ARE NOT APPLICABLE. THE ORGANIZATION DOES NOT PROVIDE SCHOLARSHIPS, OR SOLICIT CONTRIBUTIONS. SCHEDULE E, PART I, LINE 6 CALIFORNIA MONTESSORI PROJECT IS TUITION-FREE CALIFORNIA PUBLIC SCHOOL AND IS FUNDED BY VARIOUS FEDERAL, STATE, AND LOCAL GOVERNMENT GRANTS AND APPORTIONMENTS. WALK-A-THON 299757 202528 97229 13000 READ-A-THON 15404 15404 0 315161 202528 112633 13000 13000 99633 X X X 0 0 0 0 0 0 0 0 0 BRETT BARLEY PRESIDENT 235456 0 0 0 0 0 39703 0 11000 0 286159 0 0 0 KIM ZAWILSKI PRINCIPAL 130948 0 0 0 0 0 20792 0 0 0 151740 0 0 0 FORM 990, PART VI, SECTION A, LINE 3 EDTEC PROVIDED SOME OF THE CHARTER SCHOOL BUSINESS AND PAYROLL SERVICES. FORM 990, PART VI, SECTION A, LINE 8B NO COMMITTEES HAVE THE AUTHORITY TO ACT ON BEHALF OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE ORGANIZATION'S OUTSIDE PUBLIC ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY MANAGEMENT. ONCE A DRAFT OF THE RETURN IS AVAILABLE, IT IS REVIEWED BY MANAGEMENT WITH ANY CHANGES OR REVISIONS INCORPORATED INTO THE FILING. THE REVISED RETURN IS THEN SUBMITTED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW AND APPROVAL PRIOR TO SUBMITTING TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C MONITORING IS PERFORMED REGULARLY BY THE OFFICERS TO IDENTIFY POTENTIAL CONFLICTS OF INTEREST. ANY QUESTION OF A CONFLICT IS ADDRESSED WITH THE INTERESTED PERSON, WHO IS REQUIRED TO DISCLOSE THE EXISTENCE OF ANY FINANCIAL INTEREST AND BE AFFORDED THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE BOARD AND EXECUTIVE DIRECTOR. IF A CONFLICT OF INTEREST IS IDENTIFIED, THE APPROPRIATE ACTION IS TAKEN, INCLUDING LIMITATIONS TO THE INDIVIDUAL'S INFLUENCE ON RELATED BUSINESS MATTERS. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE DIRECTOR'S PAY IS DETERMINED BASED ON DATA PROVIDED BY LEGAL COUNSEL AND THROUGH COMPARISON STUDIES OF OTHER CHARTER SCHOOLS. THE BOARD MUST VOTE TO APPROVE THE EXECUTIVE DIRECTOR'S COMPENSATION AS A DIRECT ACTION. OTHER OFFICERS AND KEY EMPLOYEES' PAY IS DETERMINED BASED ON BOARD APPROVED PAY SCALES. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST THE GOVERNING BOARD SECRETARY WILL MAKE THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR MONTESSORI PROJECT FOUNDATION 5330 A GIBBONS DRIVE SUITE 700 CARMICHAEL CA 95608 731642472 TO SUPPORT THE GROWTH AND ADVANCEMENT OF MONTESSORI SCHOOL PROGRAMS CA 501(C)(3) LINE 12A, I CALIFORNIA MONTESSORI PROJECT 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0