2017-02-09T11:51:46-08:00 2016-06-30 Kern & Thompson LLC 1800 SW First Avenue Suite 410 Portland OR 97201 990 2015-07-01 930954555 Montessori School of Beaverton Ltd MONT 5034391597 11065 NW Crystal Creek Lane Portland OR 97229 CATHY SWAN HEAD OF SCHOOL 2017-02-06 true Cheryl L Morgan CPA P00168869 5032223338 X 2015 2021-01-29 14:40:06Z CATHY SWAN C/O ORGANIZATION PORTLAND OR 97229 1959362 false false X WWW.MSB.ORG X 1977 OR TO ASSIST EACH STUDENT TO REACH HIS OR HER FULLEST POTENTIAL WITH A LOVE OF LEARNING & A PROFOUND SENSE OF IMPORTANCE OF HIS OR HER CONTRIBUTION TO THE WORLD USING THE EDUCATIONAL METHODS & PHILOSOPHIES OF DR. MARIA MONTESSORI. 9 9 33 75 0 115095 124055 1424124 1720904 3455 1579 57939 78808 1600613 1925346 28293 20755 0 1196832 1185628 0 60841 390173 434584 1615298 1640967 -14685 284379 3304504 3456326 1523933 1391376 1780571 2064950 FOUNDED IN 1977, MONTESSORI SCHOOL OF BEAVERTON IS A PRIVATE SCHOOL SERVING CHILDREN FROM PRE-KINDERGARTEN THROUGH THE SIXTH GRADE. THE SCHOOL EMPLOYS THE SPECIAL TECHNIQUES AND PHILOSOPHIES OF MARIA MONTESSORI WHO FOUNDED THIS STYLE OF EDUCATION. false false 1023085 20755 1722483 PROVIDED MONTESSORI EDUCATION FOR 183 STUDENTS FROM PRE-KINDERGARTEN THROUGH SIXTH GRADE AND AWARDED $20,755 WORTH OF FINANCIAL AID TUITION ASSISTANCE. 1023085 true true false false false false false false false false true false false false true false true false true false false false false false true false false false true false false false false false false false false false false false false false false false false false false false false false false true 3 0 false 33 true false false false false false false true true false 0 false false false false false false false false false false X 9 9 false false false false true true true true true false false true true true true false true true false false OR X X CATHY SWAN 5034391597 11065 NW CRYSTAL CREEK LANE PORTLAND OR 97229 DEBORAH LOCKWOOD President 5.00 0.00 X X 0 0 0 BRIANNA TRAW Vice President 5.00 0.00 X X 0 0 0 JEFF PETRILLO Treasurer 5.00 0.00 X X 0 0 0 JANE FOERSTER Secretary 5.00 0.00 X X 0 0 0 SUDARSHAN CADAMBI MEMBER 5.00 0.00 X 0 0 0 ERIC THOMPSON MEMBER 5.00 0.00 X 0 0 0 MICHAEL BARTON MEMBER 5.00 0.00 X 0 0 0 DENISE DODSON MEMBER 5.00 0.00 X 0 0 0 DEANNA HYLAND MEMBER 5.00 0.00 X 0 0 0 CATHY SWAN HEAD OF SCHOOL 40.00 0.00 X 104530 0 10462 104530 10462 1 false false false 0 30400 93655 5759 124055 ACTIVITY FEES 611600 23565 23565 TUITION AND FEES 611600 1697339 1697339 1720904 1579 1579 0 0 0 0 111055 30400 34016 77039 77039 0 0 OTHER INCOME 900099 1769 1769 1769 1925346 1722673 78618 0 20755 20755 0 0 114992 66443 43694 4855 0 864278 499384 328405 36489 30781 17785 11696 1300 91746 53373 34536 3837 83831 48438 31854 3539 0 0 0 0 0 0 38236 17995 20241 0 12089 3233 4328 4528 0 0 66465 49849 14622 1994 0 0 0 42361 32191 10170 0 98233 75023 20425 2785 20269 14916 5353 SUPPLIES 45309 35382 9927 GRANTS & CONTRIBUTIONS 37877 37877 PROFESSIONAL DEVELOPMENT 25039 15045 9994 SPECIAL ACTIVITIES 24955 24829 126 23751 10567 11796 1388 1640967 1023085 557041 60841 399028 574279 434834 435224 0 2004 4682 0 0 0 0 15459 16672 3656296 1396437 2291742 2259859 154128 159828 0 0 7309 5782 0 3304504 3456326 43919 33195 145061 146426 1198791 1128624 136162 83131 1523933 1391376 X 1699012 2015751 81559 49199 1780571 2064950 3304504 3456326 284379 X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 479651 479651 2765519 1109174 1656345 290635 243855 46780 120491 43408 77083 2259859 INTEREST RATE SWAP AGREEMENTS 83131 83131 1904591 1904591 20755 20755 1925346 1620212 1620212 20755 20755 1640967 Part XI, Line 4b: Other revenue amounts included on 990 but not included in F/S STUDENT FINANCIAL AID GRANTED $20755 Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S STUDENT FINANCIAL AID GRANTED $20755 true true true true true true true false false false false false false false false false false true Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized THE SCHOOL PUBLICIZES ITS RACIALLY NONDISCRIMINATORY POLICY ON ITS WEBSITE AND DURING THE ANNUAL REGISTRATION PROCESS. A PRINTED COPY OF POLICY IS ALSO DISTRIBUTED TO PARENTS. Schedule E, Line 4 - Explanation of Records and Materials Not Maintained Schedule E, Line 5 - Explanation of Organization Discrimination by Race false AUCTION 114204 30400 83804 671 10640 22705 OTHER EVENTS 27251 27251 141455 30400 111055 671 10640 22705 34016 77039 true 0 0 FINANCIAL AID TO STUDENTS 6 20755 Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder CLASSES OF MEMBERS: AN ELIGIBLE PERSON IS ANY PERSON 21 YEARS OF AGE OR OLDER WHO IS: A) THE PARENT OF A STUDENT ENROLLED OR FORMERLY ENROLLED IN THE SCHOOL, B) A MEMBER OR FORMER MEMBER OF THE STAFF OF THE SCHOOL, C) A MONTESSORI PROFESSIONAL FROM WITHIN THE SCHOOL COMMUNITY, OR D) A PERSON WITH AN INTEREST IN PROMOTING THE IDEALS AND PHILOSOPHIES OF MONTESSORI SCHOOL. ANY ELIGIBLE PERSON MAY BECOME A MEMBER OF THIS CORPORATION. Form 990, Part VI, Line 7a: How Members or Shareholders Elect Governing Body MEMBER ELECTION AND RIGHTS: AN ELIGIBLE PERSON MAY BE ELECTED A MEMBER UPON BEING PROPOSED FOR MEMBERSHIP BY A MEMBER, BY WRITTEN APPLICATION TO THE PRESIDENT OR SECRETARY, OR UPON RECEIVING A MAJORITY VOTE OF THE MEMBERS PRESENT AT A MEETING OF THE CORPORATION OR AT A MEETING OF THE BOARD OF DIRECTORS OF THE CORPORATION. Form 990, Part VI, Line 11b: Form 990 Review Process PROCESS TO REVIEW FORM 990: A COMMITTEE CONSISTING OF THE TREASURER, THE HEAD OF SCHOOL AND THE BUSINESS ADMINISTRATOR REVIEWS AND APPROVES THE FORM 990 PRIOR TO ITS FILING. A COPY OF THE FORM 990 IS ALSO PROVIDED TO ALL THE MEMBERS OF THE GOVERNING BOARD PRIOR TO FILING. Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts CONFLICTS OF INTEREST: MSB MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY BY ASKING THE BOARD MEMBERS ANNUALLY TO DISCLOSE ANY CONFLICT OF INTERSTS VERBALLY AT A BOARD MEETING. Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management COMPENSATION DETERMINATION PROCESS: MEMBERS OF THE BOARD OF DIRECTORS ARE NOT COMPENSATED BY MSB. THE COMPENSATION FOR THE HEAD OF SCHOOL IS RESEARCHED BY THE BOARD OF DIRECTORS BY COMPARING THE SAME POSITION AMONG SCHOOLS LOCALLY AND NATIONALLY, TAKING INTO CONSIDERATION THE FACTOR OF COST OF LIVING AND THE PERFORMANCE OF THE ADMINISTRATOR. THE PROPOSED COMPENSATION IS DISCUSSED AND APPROVED BY THE BOARD AND IS DOCUMENTED IN THE BOARD MINUTES. Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public Inspection REASONABLE REQUESTS FOR ORGANIZATIONAL FORMS 990 ARE AVAILABLE TO THE PUBLIC UPON REQUEST. Form 990, Part VI, Line 19: Other Organization Documents Publicly Available REASONABLE REQUESTS FOR GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART I, LINE 6: THE SCHOOL RECEIVES A SUBSTANTIAL AMOUNT OF CONTRIBUTED SERVICES FROM VOLUNTEERS WHO ASSIST IN PERIODIC CONCENTRATED FUND-RAISING ACTIVITIES, VARIOUS COMMITTEE ASSIGNMENTS AND SCHOOL ACTIVITIES.