2015-01-22T12:37:32-06:00 2014-06-30 131517563 LOEB & TROPER LLP 655 THIRD AVENUE 12TH FLOOR NEW YORK NY 10017 990 2013-07-01 131992185 WEST SIDE MONTESSORI SCHOOL WEST 2126628000 309 WEST 92ND STREET NEW YORK NY 10025 MATTHEW BLOOM CHIEF FINANCIAL OFFICER 2126628000 2015-01-10 1 ISRAEL TANNENBAUM P01589203 2128674000 2013 2016-02-25 16:41:14Z MARY BASSO 309 WEST 92ND STREET NEW YORK NY 10025 8592351 0 X WWW.WSMSNYC.ORG X 1963 NY WEST SIDE MONTESSORI SCHOOL 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. 25 23 80 23 0 0 736637 835051 6501529 5932789 364458 -211445 -123291 -78036 7479333 6478359 697809 703820 0 0 3659016 4011493 0 0 23012 1874274 1917067 6231099 6632380 1248234 -154021 26626411 28533661 3114658 3549503 23511753 24984158 X WEST SIDE MONTESSORI SCHOOL 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. 0 0 4623875 703820 5625647 THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE AND ITS LARGEST PROGRAM SERVICE, IS TO PROVIDE EARLY EDUCATION FOR APPROXIMATELY 218 CHILDREN FROM PRE-K THROUGH KINDERGARTEN 199541 307142 THE ORGANIZATION ALSO OPERATES A MONTESSORI TEACHER EDUCATION PROGRAM, THE WSMS-TEP PROGRAM, FOR TEACHERS WHO WISH TO OBTAIN THEIR MONTESSORI TEACHING CREDENTIALS. 4823416 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 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 20 0 80 1 0 0 0 0 0 1 1 0 0 0 0 X 25 23 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X MATTHEW BLOOM 2126628000 309 WEST 92ND STREET NEW YORK NY 10025 MARY D BASSO HEAD OF SCHOOL 40.00 X X 235018 0 27116 VALDA WITT SECRETARY 3.00 X X 0 0 0 ALEXANDER SOUTHWELL PRESIDENT 3.00 X X 0 0 0 CHARLES HARKLESS VICE PRESIDENT 3.00 X X 0 0 0 MYLES AMEND VICE PRESIDENT 3.00 X X 0 0 0 ROBERT SHEPARDSON TREASURER 3.00 X X 0 0 0 AMY GROOME TRUSTEE 3.00 X 0 0 0 KRISTEN CHAE TRUSTEE 3.00 X 0 0 0 ALEXANDRA JARISLOWSKY TRUSTEE 3.00 X 0 0 0 NISSA BOOKER TRUSTEE 3.00 X 0 0 0 AMY TARR TRUSTEE 3.00 X 0 0 0 ANNE LYONS TRUSTEE 3.00 X 0 0 0 BRYAN MAZLISH TRUSTEE 3.00 X 0 0 0 GREG THORNE TRUSTEE 3.00 X 0 0 0 JAE K LEE TRUSTEE 3.00 X 0 0 0 MONIQUE NEAL TRUSTEE 3.00 X 0 0 0 MAGGAN DAILEADER TRUSTEE 3.00 X 0 0 0 SUZANNE DAY TRUSTEE 3.00 X 0 0 0 KATHLEEN FRIERY TRUSTEE 3.00 X 0 0 0 CORDELL SPENCER TRUSTEE 3.00 X 0 0 0 MICHAEL SECKLER TRUSTEE 3.00 X 0 0 0 AIMA RAZA PARENT REPRESENTATIVE 3.00 X 0 0 0 JOANNA REGO PARENT REPRESENTATIVE 3.00 X 0 0 0 HILDA HAUGHTON FACULTY REPRESENTATIVE 40.00 X 46108 0 7799 HARRIET BURNETT TRUSTEE 3.00 X 0 0 0 MICHAEL MORAN CHIEF FINANCIAL OFFICER 35.00 X 92394 0 16974 MELISSA MACK ASSOCIATE HEAD OF SCHOOL 40.00 X 113629 0 20569 487149 0 72458 2 0 1 0 CPP PRACTICE INC 113 UNIVERSITY PLACE 10TH FLTH STR NEW YORK NY 10003 MARKETING 101280 1 302290 266782 265979 5000 835051 TUITION-PRIVATE 611600 5462891 5462891 TEACHER EDUCATION PROGRAM 611710 307142 307142 AUXILIARY 611710 162756 162756 5932789 69602 69602 1733972 2015019 -281047 -281047 -281047 20937 302290 98973 -78036 -78036 6478359 5932789 0 -289481 703820 703820 475722 294948 180774 2765576 1958108 807468 100796 63727 37069 425617 339018 86599 243782 176635 67147 24243 24243 58000 58000 19163 19163 157645 152343 5302 158399 158399 291822 165062 103748 23012 105456 105456 194230 190024 4206 466244 466244 78261 78261 STAFF DEVELOPMENT 162652 132169 30483 SCHOOL LUNCH 103057 103057 BAD DEBT 97895 97895 6632380 4823416 1785952 23012 3590939 3992155 71898 166954 31950 238864 126875 152793 303659 18181741 4070042 14334074 14111699 8205893 9832319 26626411 28533661 1009843 1296434 2084815 2238069 20000 15000 3114658 3549503 X 23511753 24984158 23511753 24984158 26626411 28533661 -154021 1626426 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8329230 8329230 9573548 3947606 5625942 175223 122436 52787 103740 103740 14111699 PARENT ENROLLMENT ADVANCES 15000 15000 X 7381802 1626426 1626426 5755376 19163 703820 722983 6478359 5909397 0 5909397 19163 703820 722983 6632380 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, 2011 AND SUBSEQUENT REMAIN SUBJECT TO EXAMINATION BY APPLICABLE TAXING AUTHORITIES. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 703,820. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 703,820. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 WSMS 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 21 STUDENTS RECEIVING AID AWARDED THROUGH THE SCHOOL'S FINANCIAL AID PROCESS. AUCTION 305698 302290 3408 80621 650 1931 SPRING FAIR/BOOK FAIR 17529 17529 10929 2142 2700 323227 302290 20937 91550 2142 3350 1931 98973 -78036 1 FINANCIAL AID 39 703820 PART I, LINE 2: THE FINANCIAL AID COMMITTEE ANNUALLY MEETS TO DECIDE THE TUITION ASSISTANCE BEING AWARDED FOR THE YEAR. ALL AMOUNTS ARE REVIEWED AND APPROVED. X X X X 0 0 0 0 0 0 0 0 0 MARY D BASSO HEAD OF SCHOOL 235018 0 0 0 0 0 21600 0 5516 0 262134 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 WAS REVIEWED BY THE CFO AND PRESENTED TO THE HEAD OF SCHOOL, EXECUTIVE COMMITTEE AND FINANCE COMMITTEE FOR THEIR APPROVAL. 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 WSMS'S EMPLOYEE HANDBOOK, INCLUDING A POLICY ON "CONFLICT OF INTEREST". FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE IS PROVIDED WITH PERFORMANCE EVALUATIONS AND COMPENSATION LEVELS OF OTHER SIMILARLY-SIZED SCHOOLS. THESE DOCUMENTS ARE USED IN DETERMINING COMPENSATION FOR THE ORGANIZATION'S HEAD OF SCHOOL. SHE IN CONSULTATION WITH THE EXECUTIVE COMMITTEE DETERMINE THE REASONABLE COMPENSATION OF KEY EMPLOYEES. THE PROCESS WAS LAST UNDERTAKEN IN JANUARY 2014 FOR FISCAL YEAR ENDED JUNE 2014. 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 THE PROCESS HAS NOT CHANGED FROM PRIOR YEARS.