2021-05-17T14:22:29-05:00 2020-06-30 271728945 PKF O'CONNOR DAVIES LLP 500 MAMARONECK AVENUE HARRISON NY 105281633 990 2019-07-01 132527041 METROPOLITAN MONTESSORI SCHOOL METR 2125795525 325 WEST 85TH STREET NEW YORK NY 10024 RACHEAL ADRIKO HEAD OF SCHOOL 2125795525 2021-05-17 1 GARRETT M HIGGINS P00543209 9143818900 2021-05-17 2019 2022-09-23 18:48:47Z JIM MAFFEZZOLI 325 WEST 85TH STREET NEW YORK NY 10024 9883590 0 X WWW.MMSNY.ORG X 1967 NY PROVIDING EDUCATION AND LEARNING DEVELOPMENT TO CHILDREN. 18 16 76 92 0 0 561724 388762 8545208 8119181 53988 41147 -32050 831898 9128870 9380988 1285873 1241880 0 0 5156435 5370227 0 0 234794 2850231 3536528 9292539 10148635 -163669 -767647 30419996 30065854 17942056 18307915 12477940 11757939 X THE METROPOLITAN MONTESSORI SCHOOL IS DEDICATED TO PROVIDING AN INCLUSIVE, ENRICHING, NURTURING AND RIGOROUS ENVIRONMENT WHERE EACH CHILD IS SEEN AS CAPABLE AND ENCOURAGED TO GROW TO THEIR FULLEST POTENTIAL ACADEMICALLY, EMOTIONALLY AND SOCIALLY. THE DYNAMIC PARTNERSHIP OF CHILD, PARENT, AND TEACHER CREATES A CONSISTENT MONTESSORI FRAMEWORK OFFERING "AN EDUCATION FOR LIFE." 0 0 7222684 1241880 8119181 THE PRIMARY PROGRAM IS DESIGNED FOR CHILDREN BETWEEN THE AGES OF TWO YEARS AND EIGHT MONTHS TO SIX YEARS OLD (GRADES PRE-K THROUGH KINDERGARTEN). THE LOWER ELEMENTARY PROGRAM IS DESIGNED FOR CHILDREN BETWEEN THE AGES OF SIX AND NINE YEARS OLD (GRADES 1-3). THE UPPER ELEMENTARY PROGRAM IS DESIGNED FOR CHILDREN BETWEEN THE AGES OF NINE AND TWELVE (GRADES 4-6). IN ADDITION, THE SCHOOL PROVIDES SPECIALTY CLASSES IN FOREIGN LANGUAGES, MUSIC, VISUAL ARTS, PHYSICAL EDUCATION, LIBRARY AND COMPUTER SKILLS. 7222684 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 1 29 0 76 1 0 0 0 0 0 0 0 0 0 0 0 0 X 18 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X ALEXANDER ASNES DIRECTOR OF FINANCE & OPERATIONS 2125795525 325 WEST 85TH STREET NEW YORK NY 10024 RACHEAL ADRIKO HEAD OF SCHOOL AS OF JULY 2019 40.00 X 177500 0 88566 BRENDA MIZEL HEAD OF SCHOOL THRU 7/31/19 40.00 X 169533 0 20342 NANCY BURTON UPPER ELEMENTARY COORDINATOR 40.00 X 131736 0 29735 MARIELLE C LOPEZ DIRECTOR OF ADMISSIONS 40.00 X 105546 0 24375 AFERDITA HAKAJ DIRECTOR OF DEVELOPMENT 40.00 X 111241 0 18129 ALEXANDER ASNES DIR. OF FIN. & OPER. AS OF JULY 2019 40.00 X 61882 0 15615 JIM MAFFEZZOLI BOARD CHAIR 2.00 X X 0 0 0 CLAUDIA HAMILTON CO-VICE CHAIR 2.00 X X 0 0 0 ZOE VLACHOS CO-VICE CHAIR 2.00 X X 0 0 0 IVY LAPIDES SECRETARY 2.00 X X 0 0 0 PHIL LAMARIANA TREASURER 2.00 X X 0 0 0 DANA ALPERT TRUSTEE 1.00 X 0 0 0 ALVIN CRAWFORD TRUSTEE 1.00 X 0 0 0 SARAH FARIVAR-HAYES TRUSTEE 1.00 X 0 0 0 CARLA HARGROVE TRUSTEE THRU SEPT 2019 1.00 X 0 0 0 ROBERT HORLER TRUSTEE 1.00 X 0 0 0 ALISON HORTON TRUSTEE 1.00 X 0 0 0 MONIQUE KOTSEN TRUSTEE 1.00 X 0 0 0 PIM KRAAIJEVELD TRUSTEE 1.00 X 0 0 0 NICK MCKEE TRUSTEE 1.00 X 0 0 0 GERARDO RODRIGUEZ TRUSTEE 1.00 X 0 0 0 SHARON SCHUUR TRUSTEE 1.00 X 0 0 0 TOM VITIELLO TRUSTEE 1.00 X 0 0 0 FRED WANG TRUSTEE 1.00 X 0 0 0 JEN IVY WEKELO TRUSTEE 1.00 X 0 0 0 757438 0 196762 5 0 1 0 MILLSTONE CONSTRUCTION ASSOCIATES 48 FENIMORE DR HARRISON NY 105281413 CONSTRUCTION SERVICE 897341 CLIFTONLARSONALLEN LLP 60 E 42ND ST SUITE 2300 NEW YORK NY 10165 ACCOUNTING SERVICES 183139 IBSDIRECT 3606 43RD AVENUE FL 2 LONG ISLAND CITY NY 111011702 JANITORIAL SERVICE 132342 3 388762 52811 388762 TUITION AND FEES 611600 6877301 6877301 FINANCIAL AID 611600 1241880 1241880 8119181 41969 41969 501780 502602 -822 -822 -822 INSURANCE PROCEEDS 900099 826267 826267 OTHER INCOME 900099 5631 5631 831898 9380988 8119181 0 873045 1241880 1241880 555626 183355 331525 40746 30000 30000 3720662 3118558 470435 131669 171464 138539 27032 5893 545256 450364 75312 19580 347219 269313 64939 12967 97017 97017 66269 66269 86118 86118 67747 67747 105061 1378 102739 944 183846 147077 36769 71025 26608 43707 710 10701 10594 107 602186 522950 79236 680095 629039 51056 83138 59565 23573 REPAIR AND MAINTENANCE 1037866 114839 923027 BAD DEBT EXPENSES 144692 144692 LUNCH PROGRAM EXPENSES 78279 78279 SPECIAL EVENTS AND FIEL 54198 32020 22178 168290 141173 27117 10148635 7222684 2691157 234794 515055 128280 1706976 2364627 73570 54483 133373 113999 179931 183719 32760875 7131570 26081460 25629305 1725507 1591441 4124 0 30419996 30065854 514480 600299 1947306 1673917 15480270 15000332 0 1033367 17942056 18307915 X 12341065 11548243 136875 209696 12477940 11757939 30419996 30065854 X -767647 80146 -32500 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5242500 5242500 26701276 6582759 20118517 814599 548811 265788 2500 2500 25629305 PAYCHECK PROTECTION PROGRAM LOAN 1033367 1033367 X 7399042 80146 80146 7318896 2062092 2062092 9380988 8119043 32500 32500 8086543 2062092 2062092 10148635 PART X, LINE 2: THE SCHOOL RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. MANAGEMENT HAS DETERMINED THAT THE SCHOOL HAS NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. THE SCHOOL IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR YEARS PRIOR TO JUNE 30, 2017. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID GRANTS NETTED AGAINST REVENUE 1,241,880. RECLASS REPAIR EXPENSES TO PART IX 820,212. PART XII, LINE 2D - OTHER ADJUSTMENTS: ADJUSTMENT OF UNCOLLECTIBLE PLEDGE RECEIVABLE 32,500. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID GRANTS NETTED AGAINST REVENUE 1,241,880. RECLASS REPAIR EXPENSES TO PART IX 820,212. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 A LIST IS PUBLISHED ANNUALLY IN THE NEW YORK TIMES LISTING ALL NYC SCHOOLS, INCLUDING THIS SCHOOL, THAT HAVE ESTABLISHED A NON-DISCRIMINATORY POLICY. THE SCHOOL ALSO PUBLICIZED ITS RACIALLY NONDISCRIMINATION POLICY THROUGH ITS INTERNET WEBSITE. 1 FINANCIAL AID 41 1241880 PART I, LINE 2: THE SCHOOL'S FINANCIAL AID COMMITTEE REVIEWS PARENT FINANCIAL STATEMENTS, INCLUDING INDIVIDUAL TAX RETURNS, AND AWARDS STUDENTS TUITION FINANCIAL AID ON THE BASIS OF FINANCIAL NEED, WHICH OFFSETS STUDENT TUITION CHARGES. X X X X 0 0 0 0 0 0 0 0 0 RACHEAL ADRIKO HEAD OF SCHOOL AS OF JULY 2019 177500 0 0 0 0 0 6073 0 82493 0 266066 0 0 0 BRENDA MIZEL HEAD OF SCHOOL THRU 7/31/19 150533 0 0 0 19000 0 8145 0 12197 0 189875 0 0 0 NANCY BURTON UPPER ELEMENTARY COORDINATOR 131736 0 0 0 0 0 12998 0 16737 0 161471 0 0 0 A BUILD NYC RESOURCE CORPORATION 454040561 2015-09-25 17000000 SEE PART VI 0 0 0 A 1610902 17000000 209602 340000 8774674 7885326 2016 1 0 1 1 A 0 0 0 0 0 0 0 A 0 0 0 0 0 0 0 0 0 A 0 141592 FINANCIAL AID SEE PART V SEE PART V SEE PART V 30000 SEE PART V 0 SCHEDULE L, PART III, LINE (E) - PURPOSE OF ASSISTANCE: NEED-BASED TUITION ASSISTANCE:GRANTS OR OTHER ASSISTANCE BENEFITTING INTERESTED PERSONS STUDENTS OF TRUSTEES AND OFFICERS RECEIVING FINANCIAL AID FOLLOW THE SAME NEED-BASED ASSESSMENT AS OTHER STUDENTS RECEIVING FINANCIAL AID AS DESCRIBED ON SCHEDULE I, PART IV FORM 990, SCHEDULE L, PART IV: NAME OF INTERESTED PERSON: NICOLE LAMARIANARELATIONSHIP BETWEEN THE INTERESTED PERSON AND ORGANIZATION: FAMILY MEMBER OF THE BOARD TREASURER: PHILIP LAMARIANADESCRIPTION OF TRANSACTION: NICOLE LAMARIANA WORKED AS A CONSULTANT IN METROPOLITAN MONTESSORI SCHOOL'S ADMISSIONS OFFICE. X 5 52811 AVG. SELLING PRICE 0 0 1 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTORS IN PART I, COLUMN (B) OF SCHEDULE M. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. THE BOARD'S FINANCE COMMITTEE REVIEWS AND APPROVES FORM 990 PRIOR TO FILING (AS DOCUMENTED IN THE FINANCE COMMITTEE CHARTER). ALL TRUSTEES RECEIVE A COPY OF FORM 990 CONTEMPORANEOUSLY WITH ITS SUBMISSIONS TO THE INTERNAL REVENUE SERVICE (AS DOCUMENTED IN THE FORM 990 DISTRIBUTION POLICY). FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY COVERS THE BOARD OF TRUSTEES, OFFICERS, FACULTY AND STAFF MEMBERS OF THE SCHOOL. EACH TRUSTEE AND OFFICER IS REQUIRED TO READ, SIGN AND DATE THE CONFLICT OF INTEREST & CONFIDENTIALITY DISCLOSURES STATEMENT ON AN ANNUAL BASIS. THE AUDIT COMMITTEE MONITORS CONFLICT AND PERIODICALLY REVIEWS THE BOARD'S CONFLICT OF INTEREST POLICY (AS DOCUMENTED IN THE AUDIT COMMITTEE CHARTER). IF AN ACTUAL CONFLICT WERE IDENTIFIED, THE AUDIT COMMITTEE AND BOARD CHAIR WOULD MEET WITH THE INDIVIDUAL TO DETERMINE IF THE CONFLICT CAN BE ELIMINATED. IF UNABLE TO DO SO, THE INDIVIDUAL WOULD RESIGN FROM THE BOARD. FOR EMPLOYEES, DISCIPLINARY ACTION WILL BE TAKEN IF AN ACTUAL CONFLICT WAS IDENTIFIED. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE OF THE BOARD IS RESPONSIBLE FOR SETTING THE COMPENSATION OF THE HEAD OF SCHOOL. THE COMMITTEE RELIES ON THE ANNUAL PERFORMANCE EVALUATION OF THE HEAD PREPARED BY THE HEAD OF SCHOOL EVALUATION COMMITTEE. THE COMMITTEE ALSO CONSIDERS COMPARATIVE COMPENSATION DATA PROVIDED BY NAIS, NYSAIS, OR SIMILAR BODIES FOR COHORT SCHOOLS. THE HEAD OF SCHOOL DETERMINES THE COMPENSATION OF OTHER OFFICERS BASED ON PERFORMANCE REVIEW AND COMPARATIVE COMPENSATION DATA PROVIDED BY NAIS, NYSAIS OR SIMILAR BODIES FOR COHORT SCHOOLS. THE PROCESS WAS LAST UNDERTAKEN DURING FY2020. FORM 990, PART VI, SECTION C, LINE 19 METROPOLITAN MONTESSORI SCHOOL MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE. THE RETURN IS POSTED ELECTRONICALLY AT GUIDESTAR.ORG. IN ADDITION, THE FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, FORM 990, FORM 1023, AND BY-LAWS ARE ALSO AVAILABLE UPON WRITTEN REQUEST AT 325 W 85TH ST, NEW YORK, NY 10024. FORM 990, PART XI, LINE 9: ADJUSTMENT OF UNCOLLECTIBLE PLEDGE RECEIVABLE -32,500. FORM 990, PART XII, LINE 2C: THE BOARD'S FINANCE AND AUDIT COMMITTEES ASSUME THE RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENT. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.