WEST SIDE MONTESSORI SCHOOL: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- WEST SIDE MONTESSORI SCHOOL (EIN 13-1992185)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-03-11
- IRS object ID
- 201630719349300028
- Schema version
- 2014v6.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-03-11T12:41:49-06:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 131517563 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOEB & TROPER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 655 THIRD AVENUE 12TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131992185 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEST SIDE MONTESSORI SCHOOL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WEST | BusinessNameControlTxt |
| Phone | 2126628000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 309 WEST 92ND STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10025 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MATTHEW BLOOM | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 2126628000 | PhoneNum |
| Signature | 2016-03-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AARON SHAPIRO | PreparerPersonNm |
| PTIN | P01333816 | PTIN |
| Phone | 2128674000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARY D BASSO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 309 WEST 92ND STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10025 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $7,346,224 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.WSMSNYC.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1963 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | WEST SIDE MONTESSORI SCHOOL PROVIDES AN EXCEPTIONAL EARLY CHILDHOOD EDUCATION WITHIN A WELCOMING AND RICHLY DIVERSE COMMUNITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 22 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 21 | VotingMembersIndependentCnt |
| Total Employee | 81 | TotalEmployeeCnt |
| Total Volunteers | 25 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $835,051 | PYContributionsGrantsAmt |
| CY Contributions Grants | $682,890 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $5,932,789 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $6,091,310 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$211,445 | PYInvestmentIncomeAmt |
| CY Investment Income | $222,116 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$78,036 | PYOtherRevenueAmt |
| CY Other Revenue | $183,269 | CYOtherRevenueAmt |
| PY Total Revenue | $6,478,359 | PYTotalRevenueAmt |
| CY Total Revenue | $7,179,585 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $703,820 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $755,513 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,011,493 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,061,618 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $50,375 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $88,324 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,917,067 | PYOtherExpensesAmt |
| CY Other Expenses | $1,892,467 | CYOtherExpensesAmt |
| PY Total Expenses | $6,632,380 | PYTotalExpensesAmt |
| CY Total Expenses | $6,759,973 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$154,021 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $419,612 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $28,533,661 | TotalAssetsBOYAmt |
| Total Assets EOY | $28,881,412 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,549,503 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,402,505 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $24,984,158 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $25,478,907 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | WEST SIDE MONTESSORI SCHOOL ("WSMS") PROVIDES AN EXCEPTIONAL EARLY CHILDHOOD EDUCATION WITHIN A WELCOMING AND RICHLY DIVERSE COMMUNITY. AT WSMS, CHILDREN ARE NURTURED, FAMILIES FIND FRIENDSHIP AND SUPPORT AND FACULTY CAN FLOURISH. WSMS EMBODIES THE BEST PRACTICES THAT HAVE EVOLVED IN EARLY CHILDHOOD AND MONTESSORI EDUCATION, AND AS A COMMUNITY OF LEARNERS. WSMS USE THE PROCESS OF SELF REFLECTION TO CONTINUALLY IMPROVE WHAT WE KNOW AND WHAT WE DO TO BEST SUPPORT OUR STUDENTS. WSMS SHARES OUR GROWING UNDERSTANDING OF EARLY CHILDHOOD EDUCATION AND OUR FINDINGS WITH PARENTS AND WITH THE BROADER EDUCATIONAL COMMUNITY. WSMS' MISSION IS MADE FEASIBLE BY OUR OUTSTANDING FACULTY AND IS FURTHER ENHANCED BY OUR INTERNATIONALLY RECOGNIZED TEACHER EDUCATION PROGRAM. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,693,036 | ExpenseAmt |
| Grant | $755,513 | GrantAmt |
| Revenue | $5,702,345 | RevenueAmt |
| Desc | THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE AND ITS LARGEST PROGRAM SERVICE, IS TO PROVIDE EARLY EDUCATION FOR 208 CHILDREN FROM PRE-K THROUGH KINDERGARTEN | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $284,951 | ExpenseAmt |
| Revenue | $388,965 | RevenueAmt |
| Desc | THE ORGANIZATION ALSO OPERATES A MONTESSORI TEACHER EDUCATION PROGRAM, THE WSMS-TEP PROGRAM, FOR TEACHERS WHO WISH TO OBTAIN THEIR MONTESSORI TEACHING CREDENTIALS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $4,977,987 | 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 |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | 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 | 39 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 81 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 22 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 21 | 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 | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | 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 | 0 | 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 | MATTHEW BLOOM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2126628000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 309 WEST 92ND STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10025 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| ALEXANDER SOUTHWELL | |||||||
| PRESIDENT | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MAGGAN DAILEADER | |||||||
| VICE PRESIDENT | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MIKE SECKLER | |||||||
| VICE PRESIDENT | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MYLES AMEND | |||||||
| VICE PRESIDENT | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ROBERT SHEPARDSON | |||||||
| TREASURER | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SUZANNE DAY | |||||||
| SECRETARY | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MARY D BASSO | |||||||
| HEAD OF SCHOOL | 40.00 | Yes (X) | Yes (X) | $242,855 | $0 | $33,258 | |
| AMY GROOME | |||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| KRISTEN CHAE | |||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| ALEXANDRA JARISLOWSKY | |||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| NISSA BOOKER | |||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| BRYAN MAZLISH | |||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| JAE K LEE | |||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| MONIQUE NEAL | |||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| KATHLEEN FRIERY | |||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| CORDELL SPENCER | |||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| AIMA RAZA | |||||||
| TREASURER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| JOANNA REGO | |||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| HARRIET BURNETT | |||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| NIKKI CHASE-LEVIN | |||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| LINDSAY FORBES | |||||||
| PARENT REPRESENTATIVE | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| IVA MILLS | |||||||
| PARENT REPRESENTATIVE | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| MATTHEW BLOOM | |||||||
| CFO (STARTED 7/7/2014) | 35.00 | Yes (X) | $53,312 | $0 | $7,732 | ||
| MELISSA MACK | |||||||
| ASSOCIATE HEAD OF SCHOOL | 40.00 | $124,397 | $0 | $18,900 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $420,564 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $59,890 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $30,705 | FundraisingAmt |
| Government Grants | $296,149 | GovernmentGrantsAmt |
| All Other Contributions | $356,036 | AllOtherContributionsAmt |
| Total Contributions | $682,890 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION-PRIVATE | 611600 | $5,501,346 | $5,501,346 |
| TEACHER EDUCATION PROG | 611710 | $388,965 | $388,965 |
| AUXILIARY | 611710 | $200,999 | $200,999 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $6,091,310 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $73,339 | TotalRevenueColumnAmt |
| Exclusion | $73,339 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $204,468 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $55,691 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $148,777 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $148,777 | TotalRevenueColumnAmt |
| Exclusion | $148,777 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $294,217 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $30,705 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $110,948 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $183,269 | TotalRevenueColumnAmt |
| Exclusion | $183,269 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,179,585 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,091,310 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $405,385 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $755,513 | TotalAmt |
| Program Services | $755,513 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $433,516 | TotalAmt |
| Program Services | $303,461 | ProgramServicesAmt |
| Management And General | $130,055 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,767,695 | TotalAmt |
| Program Services | $1,954,992 | ProgramServicesAmt |
| Management And General | $812,703 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $188,990 | TotalAmt |
| Program Services | $122,543 | ProgramServicesAmt |
| Management And General | $66,447 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $429,001 | TotalAmt |
| Program Services | $299,183 | ProgramServicesAmt |
| Management And General | $129,818 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $242,416 | TotalAmt |
| Program Services | $169,691 | ProgramServicesAmt |
| Management And General | $72,725 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,617 | TotalAmt |
| Management And General | $36,617 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,575 | TotalAmt |
| Management And General | $84,575 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,375 | TotalAmt |
| Fundraising | $50,375 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,918 | TotalAmt |
| Management And General | $24,918 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $178,436 | TotalAmt |
| Program Services | $171,299 | ProgramServicesAmt |
| Management And General | $7,137 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,809 | TotalAmt |
| Management And General | $48,809 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $316,788 | TotalAmt |
| Program Services | $170,217 | ProgramServicesAmt |
| Management And General | $108,622 | ManagementAndGeneralAmt |
| Fundraising | $37,949 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,658 | TotalAmt |
| Management And General | $64,658 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $197,809 | TotalAmt |
| Program Services | $169,424 | ProgramServicesAmt |
| Management And General | $28,385 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $482,782 | TotalAmt |
| Program Services | $482,782 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,379 | TotalAmt |
| Program Services | $75,379 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| STAFF DEVELOPMENT | $181,460 | $134,878 | $46,582 |
| SCHOOL LUNCH | $168,625 | $168,625 | |
| BAD DEBT | $31,611 | $31,611 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,759,973 | TotalAmt |
| Program Services | $4,977,987 | ProgramServicesAmt |
| Management And General | $1,693,662 | ManagementAndGeneralAmt |
| Fundraising | $88,324 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,992,155 | BOYAmt |
| EOY | $1,458,288 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $166,954 | BOYAmt |
| EOY | $2,000,054 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $126,875 | BOYAmt |
| EOY | $51,288 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $303,659 | BOYAmt |
| EOY | $154,765 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $18,633,271 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,552,824 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,111,699 | BOYAmt |
| EOY | $14,080,447 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,677,014 | BOYAmt |
| EOY | $2,973,480 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,155,305 | BOYAmt |
| EOY | $8,163,090 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,533,661 | BOYAmt |
| EOY | $28,881,412 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,296,434 | BOYAmt |
| EOY | $848,321 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,238,069 | BOYAmt |
| EOY | $2,540,184 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,000 | BOYAmt |
| EOY | $14,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,549,503 | BOYAmt |
| EOY | $3,402,505 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,984,158 | BOYAmt |
| EOY | $25,478,907 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,984,158 | BOYAmt |
| EOY | $25,478,907 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,533,661 | BOYAmt |
| EOY | $28,881,412 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $419,612 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $75,137 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| 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) |
|---|---|---|
| School | Yes (X) | SchoolInd |
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
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,329,230 | OtherCostOrOtherBasisAmt |
| Book Value | $8,329,230 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,691,523 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,398,138 | DepreciationAmt |
| Book Value | $5,293,385 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $258,812 | OtherCostOrOtherBasisAmt |
| Depreciation | $154,686 | DepreciationAmt |
| Book Value | $104,126 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $353,706 | OtherCostOrOtherBasisAmt |
| Book Value | $353,706 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $14,080,447 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | POOLED INVESTMENT FUNDS | Desc |
| Book Value | $8,163,090 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $8,163,090 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARENT ENROLLMENT ADVANCES | Desc |
| Amt | $14,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $14,000 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $6,474,291 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $75,137 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $75,137 | RevenueNotReportedAmt |
| Revenue Subtotal | $6,399,154 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $24,918 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $755,513 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $780,431 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $7,179,585 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,979,542 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,979,542 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $24,918 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $755,513 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $780,431 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $6,759,973 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | UNCERTAINTY IN INCOME TAXES - THE SCHOOL HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PERIODS ENDING JUNE 30, 2012 AND SUBSEQUENT REMAIN SUBJECT TO EXAMINATION BY APPLICABLE TAXING AUTHORITIES. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID 755,513. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID 755,513. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | WEST SIDE MONTESSORI SCHOOL PUBLICIZED THEIR NONDISCRIMINATION POLICY THROUGH A NEWSPAPER IN CONJUNCTION WITH ISAAGNY (INDEPENDENT SCHOOL ADMISSION ASSOCIATION OF GREATER NEW YORK). |
| SCHEDULE E, PART I, LINE 6 | THE SCHOOL RECEIVES A DISCRETIONARY GRANT FROM THE CITY OF NEW YORK. THIS FUNDING COMPENSATES THE SCHOOL FOR PART OF THE COST OF THE FINANCIAL AID PROVIDED TO 40 STUDENTS RECEIVING AID AWARDED THROUGH THE SCHOOL'S FINANCIAL AID PROCESS. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PATRICIA LUCIANI | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 113 UNIVERSITY PLACE SUITE 1020 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10003 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | AUCTION, FALL FESTIVAL | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $324,922 | GrossReceiptsAmt |
| Retained By Contractor | $50,375 | RetainedByContractorAmt |
| Net To Organization | $274,547 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $324,922 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $50,375 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $274,547 | TotalNetToOrganizationAmt |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | AUCTION | Event1Nm |
| Gross Receipts Event1 | $294,217 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $294,217 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $49,306 | RentFacilityCostsEvent1Amt |
| Entertainment Event1 | $16,044 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $27,380 | OtherDirectExpensesEvent1Amt |
| Event2 | FALL FESTIVAL/BOOK FAIR | Event2Nm |
| Gross Receipts Event2 | $24,740 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $24,740 | CharitableContriEvent2Amt |
| Rent Facility Costs Event2 | $5,749 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $2,024 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $1,890 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $8,555 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $5,965 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $5,965 | CharitableContriOtherEventsAmt |
| Gross Receipts Total | $324,922 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $30,705 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $294,217 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $55,055 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $2,024 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $17,934 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $35,935 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $110,948 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $183,269 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | FINANCIAL AID | GrantTypeTxt |
| Recipient | 40 | RecipientCnt |
| Cash Grant | $755,513 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE FINANCIAL AID COMMITTEE ANNUALLY MEETS TO DECIDE THE TUITION ASSISTANCE BEING AWARDED FOR THE YEAR. ALL AMOUNTS ARE REVIEWED AND APPROVED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY D BASSO | PersonNm |
| Title | HEAD OF SCHOOL | TitleTxt |
| Base Compensation Filing Org | $242,855 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $16,000 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $17,258 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $276,113 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE CFO WILL REVIEW THE 990 DRAFT. ANY CHANGES ARE COMMUNICATED TO THE INDEPENDENT ACCOUNTANTS AND THE REVISED DRAFT IS THEN FORWARDED TO THE EXECUTIVE AND AUDIT COMMITTEES OF THE BOARD FOR THEIR REVIEW. THE BOARD OF TRUSTEES APPROVES THE IRS FORM 990 PRIOR TO FILING. THE RETURNS ARE SIGNED BY THE CFO. |
| FORM 990, PART VI, SECTION B, LINE 12C | NEAR THE BEGINNING OF EACH FISCAL YEAR, A CONFLICT OF INTEREST DISCLOSURE STATEMENT IS REQUIRED TO BE SUBMITTED BY ALL OFFICERS, DIRECTORS AND KEY EMPLOYEES, REGARDLESS OF WHETHER SUCH PERSONS FILLED ONE OUT THE PREVIOUS YEAR. THE COMPLETED DISCLOSURE STATEMENTS ARE REVIEWED FOR COMPLIANCE BY THE HEAD OF THE GOVERNANCE COMMITTEE. IF CONFLICTS EXIST, THE BOARD MEMBER IS REQUIRED TO RECUSE HIM/HERSELF FROM ANY RELATED DELIBERATION AND DECISION. EMPLOYEES ALSO ANNUALLY SIGN A STATEMENT THAT CERTIFIES THAT THEY ARE IN FULL COMPLIANCE WITH THE POLICIES CONTAINED IN WEST SIDE MONTESSORI SCHOOLS'S EMPLOYEE HANDBOOK, INCLUDING A POLICY ON "CONFLICT OF INTEREST". |
| FORM 990, PART VI, SECTION B, LINE 15A | THE SCHOOL'S COMPENSATION POLICY IS IMPLEMENTED BY THE BOARD'S COMPENSATION AND MANAGEMENT DEVELOPMENT COMMITTEE CONSISTING ENTIRELY OF INDEPENDENT DIRECTORS. THE COMPENSATION AND MANAGEMENT DEVELOPMENT COMMITTEE USES COMPARABILITY DATA IN FORMING ITS RECOMMENDATIONS TO THE BOARD. THE HEAD OF SCHOOL'S COMPENSATION IS APPROVED BY THE BOARD AS RECORDED IN ITS MINUTES. THE PROCESS WAS LAST UNDERTAKEN IN JUNE 2015 FOR FISCAL YEAR ENDED JUNE 2015. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. |
| FORM 990, PART XII, LINE 2C: | EXPLANATION: THE PROCESS HAS NOT CHANGED FROM PRIOR YEARS. |
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