2022-02-25T13:57:44-06:00 2021-06-30 521853933 JM&M 10500 LITTLE PATUXENT PARKWAY SUITE 770 COLUMBIA MD 21044 990 2020-07-01 454726453 LEE MONTESSORI PUBLIC CHARTER SCHOOL LEEM 2027799740 3025 4TH STREET NE WASHINGTON DC 20017 CHRIS PENCIKOWSKI EXECUTIVE DIRECTOR 2027799740 2022-02-23 1 CHRIS PENCIKOWSKI 999009999 DAVID JONES P01361002 4108840220 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z CHRIS PENCIKOWSKI 3025 4TH STREET NE WASHINGTON DC 20017 9362374 0 X WWW.LEEMONTESSORI.ORG X 2013 DC TO CREATE A MORE JUST, LIBERATED WORLD THROUGH A DIVERSE, INTERCONNECTED COMMUNITY THAT REDEFINES HIGH-QUALITY EDUCATION BY PAIRING MONTESSORI WITH ANTI-BIAS/ANTI-RACIST PRACTICES; TO CREATE A JOYFUL LEARNING ENVIRONMENT WHERE CHILDREN AND FAMILIES FLOURISH, AND CAN SHOW UP AS THEIR AUTHENTIC SELVES. 8 8 96 72 0 0 845674 1576119 6726395 7773763 358 470 8157 -9688 7580584 9340664 0 0 0 0 4915298 5327306 0 0 76610 2466599 2935990 7381897 8263296 198687 1077368 2239621 3397377 1072033 1143459 1167588 2253918 X TO CREATE A MORE JUST, LIBERATED WORLD. LEE MONTESSORI IS A DIVERSE, INTERCONNECTED COMMUNITY THAT REDEFINES HIGH-QUALITY EDUCATION BY PAIRING MONTESSORI WITH ANTI-BIAS/ANTI-RACIST PRACTICES. LEE MONTESSORI CREATES A JOYFUL LEARNING ENVIRONMENT WHERE CHILDREN AND FAMILIES FLOURISH, AND CAN SHOW UP AS THEIR AUTHENTIC SELVES. 0 0 6135056 7773763 THE SCHOOL ACHIEVES ITS MISSION BY INSPIRING ACADEMIC SUCCESS BY PROVIDING MONTESSORI CURRICULUM IN A HOLISTIC AND DEVELOPMENTALLY RESPONSIVE ENVIRONMENT; NURTURING STUDENT CREATIVITY, CURIOSITY AND EFFICACY BY PROMOTING SELF-DIRECTED EDUCATION; OFFERING INDIVIDUAL PACED ACADEMIC INSTRUCTION AND ACTIVITIES; ENGAGING STUDENTS IN PURPOSEFUL AND COLLABORATIVE COMMUNITY BUILDING ACTIVITIES; FOSTERING STUDENT'S USE OF INNER DISCIPLINE, CONCENTRATION AND TASK COMPLETION TO ENCOURAGE LIFELONG CRITICAL THINKING AND DISCOVERY; AND PRESERVING AND CULTIVATING THE INNATE CAPACITY OF STUDENTS SO THEY CAN REACH THEIR FULL POTENTIAL AS CONTRIBUTING GLOBAL CITIZENS. 6135056 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 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 0 0 0 0 1 21 0 1 96 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 8 8 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X CHRIS PENCIKOWSKI 2027799740 3025 4TH STREET NE WASHINGTON DC 20017 BONNIE BESTE CHAIR 1.00 X X 0 0 0 ERIC BETHEL VICE CHAIR 1.00 X X 0 0 0 LORRAINE MADALA TREASURER 1.00 X X 0 0 0 CATHARINE BELLINGER DIRECTOR, SECRETARY AS OF OCTOBER 1.00 X X 0 0 0 MARIMBA JOHNSON-BRIGHT DIRECTOR 1.00 X 0 0 0 CHRISTINE PLATT DIRECTOR UNTIL MAY 2021 1.00 X 0 0 0 BRIAN MCCLURE DIRECTOR 1.00 X 0 0 0 ROB PULCIANI DIRECTOR 1.00 X 0 0 0 WHITNEY DONALDSON DIRECTOR UNTIL OCTOBER 2020 1.00 X 0 0 0 KATE WENDEL DIRECTOR AS OF JUNE 2021 1.00 X 0 0 0 CHRIS PENCIKOWSKI EXECUTIVE DIRECTOR 40.00 X 131396 0 21877 DARIEN NOLIN DIR. OF OPS. UNTIL AUG. 2020 40.00 X 55943 0 3099 ERIN ROWSEY DIRECTOR OF OPS. AS OF AUG. 2020 40.00 X 42351 0 2396 MEGAN HUBBARD HEAD OF SCHOOL 40.00 X 123218 0 9852 ALEX BROWN FOUNDING PRINCIPAL 40.00 X 101142 0 8889 DOMINIQUE FORTUNE CHIEF OF STAFF 40.00 X 123102 0 4700 577152 0 50813 4 0 1 0 ELLIS THERAPEUTIC CONSULTANTS INC 641 S STREET NW 3RD FL WASHINGTON DC 20001 SPECIAL ED. SERVICES 230229 1 35831 1488446 51842 9792 1576119 PER PUPIL APPROPRIATIO 900099 6484186 6484186 PER PUPIL FACULTY ALLO 900099 1288224 1288224 ACTIVITY FEES 611710 1353 1353 7773763 470 470 10870 35831 21710 -10840 -10840 REFUNDS AND REWARDS 900099 1152 1152 1152 9340664 7773763 0 -9218 281860 211411 66396 4053 4150142 3112841 977619 59682 76126 57099 17932 1095 446548 334937 105190 6421 372630 279493 87778 5359 14785 14785 129391 129391 92755 10280 82475 49858 37942 11916 50896 38732 12164 1883655 1412848 470807 42115 32050 10065 100625 76576 24049 18738 14260 4478 DIRECT STUDENT COSTS 400093 400093 PROFESSIONAL DEVELOPMEN 131285 99908 31377 FEES AND LICENSES 21794 16586 5208 8263296 6135056 2051630 76610 1045187 1150852 575350 821897 234238 332955 7798 9463 85325 74220 1215180 262316 284525 952864 7198 55126 2239621 3397377 414124 572019 657909 300000 0 271440 1072033 1143459 X 1167388 2253718 200 200 1167588 2253918 2239621 3397377 1077368 8962 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 577764 42263 535501 142821 63006 79815 494595 157047 337548 952864 ACCRUED RENT LIABILITY 271440 271440 X 9371336 8962 21710 30672 9340664 0 9340664 8285006 21710 21710 8263296 0 8263296 PART X, LINE 2: THE SCHOOL BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS OR THAT WOULD HAVE AN EFFECT ON ITS TAX-EXEMPT STATUS. THERE ARE NO UNRECOGNIZED TAX BENEFITS OR LIABILITIES THAT NEED TO BE RECORDED. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 21,710. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 21,710. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 0 SCHEDULE E, PART I, LINE 3 POLICY IS PUBLICIZED IN THE BULLETIN OF INFORMATION GIVEN TO STUDENTS AND PARENTS APPLYING TO THE INSTITUTE AND TO POTENTIAL BENEFACTORS. SCHEDULE E, PART I, LINE 6 THE ORGANIZATION RECEIVES VARIOUS GRANTS AND ASSISTANCE FROM THE U.S. DEPARTMENT OF AGRICULTURE, U.S. DEPARTMENT OF EDUCATION, AND THE OFFICE OF THE STATE SUPERINTENDENT OF EDUCATION. SCHEDULE E, PART I, LINE 7 AS A PUBLIC CHARTER SCHOOL LEE MONTESSORI IS EXEMPT FROM THE REQUIREMENTS OF REV. PROC. 75-50. ANNUAL GALA 46701 35831 10870 17470 4240 46701 35831 10870 17470 4240 21710 -10840 X X 0 0 0 0 0 0 0 0 0 CHRIS PENCIKOWSKI EXECUTIVE DIRECTOR 131396 0 0 0 0 0 5329 0 16548 0 153273 0 0 0 FORM 990, PART VI, SECTION A, LINE 4 LEE MONTESSORI PUBLIC CHARTER SCHOOL CHANGED ITS BY-LAWS DURING FISCAL YEAR 2021. CHANGES INCLUDE: A NEW MISSION STATEMENT; DECREASING THE NUMBER OF BOARD MEMBER MINIMUM FROM NINE TO SEVEN; CHANGING THE TERM OF OFFICERS TO ONLY ONE YEAR; CHANGING THE CHIEF STAFF ADMINISTRATOR DUTIES FROM HEAD OF SCHOOL TO EXECUTIVE DIRECTOR; AND CHANGING THE WORDING FOR THE NOTICE OF BOARD MEETINGS TO BE IN ACCORDANCE WITH ALL APPLICABLE DC AND FEDERAL LAWS. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS REVIEWS AND APPROVES THE FORM 990, WHICH IS PREPARED BY AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTING FIRM, BEFORE FILING IT WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C EACH MEMBER OF THE BOARD OF DIRECTORS SHALL ANNUALLY SIGN A STATEMENT THAT AFFIRMS THAT SUCH PERSON: A. HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY; B. HAS READ AND UNDERSTANDS THE POLICY; C. HAS AGREED TO COMPLY WITH THE POLICY; AND D. UNDERSTANDS THAT LEE MONTESSORI PCS IS A CHARITABLE ORGANIZATION AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION STATUS IT MUST ENGAGE PRIMARILY IN ACTIVITIES THAT ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION REVIEWS THE EXECUTIVE DIRECTOR'S COMPENSATION BY COMPARING TO OTHER ORGANIZATIONS. THE BOARD THEN APPROVES COMPENSATION BASED ON PERFORMANCE. THE LAST EXECUTIVE DIRECTOR SALARY REVIEW WAS PERFORMED IN DECEMBER 2019. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THESE PROCESSES HAVE NOT CHANGED IN THE CURRENT YEAR.