ARBOR MONTESSORI SCHOOL INC: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- ARBOR MONTESSORI SCHOOL INC (EIN 58-1090387)
- Tax period
- 2014-08-01 to 2015-07-31
- Filed
- 2015-11-05
- IRS object ID
- 201533099349300838
- Schema version
- 2014v5.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-05T10:08:56-06:00 | ReturnTs |
| Tax Period End | 2015-07-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 721396621 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARR RIGGS & INGRAM LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4360 CHAMBLEE DUNWOODY RD STE 420 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30341 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 581090387 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARBOR MONTESSORI SCHOOL INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ARBO | BusinessNameControlTxt |
| Phone | 4043219304 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2998 LAVISTA ROAD | AddressLine1Txt |
| City | DECATUR | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30033 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAM WORSHAM | PersonNm |
| Person Title | BUSINESS MANAGER | PersonTitleTxt |
| Phone | 4043219304 | PhoneNum |
| Signature | 2015-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN LESLIE | PreparerPersonNm |
| PTIN | P00013252 | PTIN |
| Phone | 7704576606 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PAM WORSHAM | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2998 LAVISTA ROAD | AddressLine1Txt |
| City | DECATUR | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30033 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,323,702 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ARBOMONTESSORI.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1970 | FormationYr |
| Legal Domicile State | GA | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF ARBOR MONTESSORI SCHOOL IS TO DEVELOP THE UNIQUE CAPABILITIES OF EACH CHILD, THROUGH SUPPORTIVE RELATIONSHIPS, JOYFUL LEARNING AND MEANINGFUL WORK IN A MONTESSORI ENVIRONMENT. THE SCHOOL SEEKS TO FOSTER INDEPENDENCE IN EACH CHILD, PREPARING HIM OR HER TO CONTRIBUTE WITH INTEGRITY TO THE COMMUNITY OF THE LARGER WORLD. | ActivityOrMissionDesc |
| Voting Members Governing Body | 21 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | VotingMembersIndependentCnt |
| Total Employee | 70 | TotalEmployeeCnt |
| Total Volunteers | 35 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $144,243 | PYContributionsGrantsAmt |
| CY Contributions Grants | $153,202 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $3,568,244 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,931,931 | CYProgramServiceRevenueAmt |
| PY Investment Income | $72,332 | PYInvestmentIncomeAmt |
| CY Investment Income | $72,132 | CYInvestmentIncomeAmt |
| PY Other Revenue | $74,427 | PYOtherRevenueAmt |
| CY Other Revenue | $90,979 | CYOtherRevenueAmt |
| PY Total Revenue | $3,859,246 | PYTotalRevenueAmt |
| CY Total Revenue | $4,248,244 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,502,873 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,681,498 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $73,215 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $924,463 | PYOtherExpensesAmt |
| CY Other Expenses | $1,079,724 | CYOtherExpensesAmt |
| PY Total Expenses | $3,427,336 | PYTotalExpensesAmt |
| CY Total Expenses | $3,761,222 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $431,910 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $487,022 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $8,650,579 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,031,739 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,087,844 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,821,401 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $6,562,735 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $7,210,338 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF ARBOR MONTESSORI SCHOOL IS TO DEVELOP THE UNIQUE CAPABILITIES OF EACH CHILD, THROUGH SUPPORTIVE RELATIONSHIPS, JOYFUL LEARNING AND MEANINGFUL WORK IN A MONTESSORI ENVIRONMENT. THE SCHOOL SEEKS TO FOSTER INDEPENDENCE IN EACH CHILD, PREPARING HIM OR HER TO CONTRIBUTE WITH INTEGRITY TO THE COMMUNITY OF THE LARGER WORLD. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,072,816 | ExpenseAmt |
| Revenue | $3,941,976 | RevenueAmt |
| Desc | PROVIDING TODDLER, PRIMARY, ELEMENTARY AND MIDDLE SCHOOL EDUCATION IN ACCORDANCE WITH THE PRINCIPLES OF THE ASSOCIATION MONTESSORI INTERNATIONALE. | Desc |
| Total Program Service Expenses | $3,072,816 | 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 | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | 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 | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | 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 | Yes (1) | 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 | 6 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 70 | 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 | 0 | QuidProQuoContributionsInd |
| 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 | 21 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 6 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | 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 | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | 0 | 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 | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAM WORSHAM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4043219304 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2998 LAVISTA ROAD | AddressLine1Txt |
| City | DECATUR | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30033 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| ALISON SHERRILL | |||||||
| ELEMENTARY COORD. | 40.00 | 0.00 | Yes (X) | $57,628 | $0 | $18,991 | |
| ANU CHANDRA | |||||||
| PRIMARY COORDINATOR | 40.00 | 0.00 | Yes (X) | $67,495 | $0 | $7,413 | |
| BECCA FERNANDEZ | |||||||
| TEACHER | 40.00 | 0.00 | Yes (X) | $64,840 | $0 | $20,620 | |
| BETH SCHIAVO | |||||||
| TRUSTEE | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| CAROLYN MCCARTHY | |||||||
| TRUSTEE | 0.50 | 0.00 | Yes (X) | $68 | $0 | $0 | |
| DEREK EILER | |||||||
| TRUSTEE | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| EMILY PETERS | |||||||
| TEACHER | 40.00 | 0.00 | Yes (X) | $60,430 | $0 | $18,767 | |
| JAN DEASON | |||||||
| HEAD OF SCHOOL | 40.00 | 0.00 | Yes (X) | $116,697 | $0 | $9,132 | Yes (X) |
| JOHN BELTRAMI | |||||||
| PRESIDENT | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| KAMILAH SCALES | |||||||
| TEACHER | 40.00 | 0.00 | Yes (X) | $53,011 | $0 | $7,884 | |
| KARI EWERT-KROCKER | |||||||
| TEACHER | 40.00 | 0.00 | Yes (X) | $51,584 | $0 | $7,003 | |
| KELLI GAVANT | |||||||
| TEACHER | 40.00 | 0.00 | Yes (X) | $50,310 | $0 | $8,262 | |
| LANI PAXTON | |||||||
| SECRETARY | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MARTI WOOFF | |||||||
| FORMER BUSINESS MANAGER | 40.00 | 0.00 | Yes (X) | $89,764 | $0 | $6,749 | Yes (X) |
| MARTIN CETRON | |||||||
| TRUSTEE | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MICKEY PHILLIPS-BLACK | |||||||
| AUXILIARY DIRECTOR | 40.00 | 0.00 | Yes (X) | $77,697 | $0 | $7,335 | |
| MIKE IVERSON | |||||||
| TREASURER | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MYESHA GREEN | |||||||
| VICE-PRESIDENT | 40.00 | 0.00 | Yes (X) | $62,065 | $0 | $8,563 | Yes (X) |
| NANCY FERNANDEZ | |||||||
| TEACHER | 40.00 | 0.00 | Yes (X) | $63,030 | $0 | $19,779 | |
| SAMANTHA VEJAY | |||||||
| TEACHER | 40.00 | 0.00 | Yes (X) | $62,055 | $0 | $8,400 | |
| TAMMY MARTIN | |||||||
| TEACHER | 40.00 | 0.00 | Yes (X) | $63,930 | $0 | $7,139 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $940,604 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $156,037 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COLLINS COOPER CARUSI ARCHITECTS | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3391 PEACHTREE ROAD NE SUITE 400 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30326 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | ARCHITECT | ServicesDesc |
| Compensation | $140,033 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $153,202 | AllOtherContributionsAmt |
| Noncash Contributions | $638 | NoncashContributionsAmt |
| Total Contributions | $153,202 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND APPLICATIO | 611600 | $3,930,201 | $3,930,201 |
| VEHICLE FEES | 611710 | $1,730 | $1,730 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,931,931 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $72,132 | TotalRevenueColumnAmt |
| Exclusion | $72,132 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $68,584 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $59,704 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $8,880 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,880 | TotalRevenueColumnAmt |
| Exclusion | $8,880 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $87,808 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $15,754 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $72,054 | TotalRevenueColumnAmt |
| Exclusion | $72,054 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 611710 | BusinessCd |
| Total Revenue Column | $10,045 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $10,045 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $10,045 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,248,244 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,941,976 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $153,066 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,143,733 | TotalAmt |
| Program Services | $1,054,267 | ProgramServicesAmt |
| Management And General | $89,466 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,083,679 | TotalAmt |
| Program Services | $865,892 | ProgramServicesAmt |
| Management And General | $179,535 | ManagementAndGeneralAmt |
| Fundraising | $38,252 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $281,862 | TotalAmt |
| Program Services | $240,992 | ProgramServicesAmt |
| Management And General | $36,069 | ManagementAndGeneralAmt |
| Fundraising | $4,801 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $172,224 | TotalAmt |
| Program Services | $123,977 | ProgramServicesAmt |
| Management And General | $45,663 | ManagementAndGeneralAmt |
| Fundraising | $2,584 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,964 | TotalAmt |
| Management And General | $12,964 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $209,237 | TotalAmt |
| Program Services | $23,110 | ProgramServicesAmt |
| Management And General | $186,127 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,827 | TotalAmt |
| Program Services | $28,827 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $250,705 | TotalAmt |
| Program Services | $222,657 | ProgramServicesAmt |
| Management And General | $28,048 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,506 | TotalAmt |
| Management And General | $15,506 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $334,727 | TotalAmt |
| Program Services | $317,991 | ProgramServicesAmt |
| Management And General | $16,736 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $123,962 | TotalAmt |
| Program Services | $123,962 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| SPECIAL EVENTS | $96,158 | $63,503 | $5,077 | $27,578 |
| BAD DEBT | $7,638 | $7,638 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,761,222 | TotalAmt |
| Program Services | $3,072,816 | ProgramServicesAmt |
| Management And General | $615,191 | ManagementAndGeneralAmt |
| Fundraising | $73,215 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,541,455 | BOYAmt |
| EOY | $2,444,297 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $102,595 | BOYAmt |
| EOY | $152,079 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,471 | BOYAmt |
| EOY | $21,015 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $5,173,042 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,886,553 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,280,269 | BOYAmt |
| EOY | $3,286,489 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,663,011 | BOYAmt |
| EOY | $3,112,828 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,778 | BOYAmt |
| EOY | $15,031 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,650,579 | BOYAmt |
| EOY | $9,031,739 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,479 | BOYAmt |
| EOY | $58,310 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,276,419 | BOYAmt |
| EOY | $1,194,879 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $710,000 | BOYAmt |
| EOY | $540,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,946 | BOYAmt |
| EOY | $28,212 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,087,844 | BOYAmt |
| EOY | $1,821,401 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,384,481 | BOYAmt |
| EOY | $7,028,477 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,249 | BOYAmt |
| EOY | $68,256 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $112,005 | BOYAmt |
| EOY | $113,605 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,562,735 | BOYAmt |
| EOY | $7,210,338 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,650,579 | BOYAmt |
| EOY | $9,031,739 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $487,022 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $140,847 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $19,734 | OtherChangesInNetAssetsAmt |
| 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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $178,254 | BeginningYearBalanceAmt |
| Contributions | $1,600 | ContributionsAmt |
| Investment Earnings Or Losses | $4,256 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,249 | OtherExpendituresAmt |
| End Year Balance | $181,861 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $168,851 | BeginningYearBalanceAmt |
| Contributions | $1,350 | ContributionsAmt |
| Investment Earnings Or Losses | $8,727 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $674 | OtherExpendituresAmt |
| End Year Balance | $178,254 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $144,707 | BeginningYearBalanceAmt |
| Contributions | $3,415 | ContributionsAmt |
| Investment Earnings Or Losses | $21,266 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $537 | OtherExpendituresAmt |
| End Year Balance | $168,851 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $144,881 | BeginningYearBalanceAmt |
| Contributions | $2,560 | ContributionsAmt |
| Investment Earnings Or Losses | $2,766 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,500 | OtherExpendituresAmt |
| End Year Balance | $144,707 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $130,746 | BeginningYearBalanceAmt |
| Contributions | $7,070 | ContributionsAmt |
| Investment Earnings Or Losses | $12,715 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,650 | OtherExpendituresAmt |
| End Year Balance | $144,881 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.62470 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.37530 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,076,726 | OtherCostOrOtherBasisAmt |
| Book Value | $1,076,726 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,754,124 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,621,680 | DepreciationAmt |
| Book Value | $2,132,444 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $264,906 | OtherCostOrOtherBasisAmt |
| Depreciation | $215,549 | DepreciationAmt |
| Book Value | $49,357 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $77,286 | OtherCostOrOtherBasisAmt |
| Depreciation | $49,324 | DepreciationAmt |
| Book Value | $27,962 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $3,286,489 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTEREST RATE SWAP LIABILITY | Desc |
| Amt | $28,212 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $28,212 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $4,464,549 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $140,847 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $75,458 | OtherRevenueAmt |
| Revenue Not Reported | $216,305 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,248,244 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,248,244 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,836,680 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $75,458 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $75,458 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,761,222 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,761,222 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | FOUNDER'S FUND ENDOWMENT FUND IS USED TO ENRICH THE ARBOR COMMUNITY BY PROVIDING FINANCIAL RESOURCES FOR FACULTY AND STAFF ENRICHMENT, SPONSORSHIP OF NEW TEACHERS FOR MONTESSORI TRAINING, COMMUNITY EDUCATION PROGRAMS, AND SPECIAL CLASSROOM PROJECTS. |
| PART X, LINE 2: | THE SCHOOL HAS BEEN GRANTED EXEMPTION FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AND THEREFORE IS ALSO EXEMPT FROM ANY STATE INCOME TAXES. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE SCHOOL'S TAX EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. THE SCHOOL CONSIDERS ALL OF ITS ACTIVITIES TO BE DIRECTLY RELATED TO ITS EXEMPT PURPOSE IN 2015 AND 2014. 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 THROUGH THE YEAR ENDED JULY 31, 2015. THE SCHOOL'S TAX RETURN (FORM 990 RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX) IS SUBJECT TO AUDIT BY VARIOUS TAXING AUTHORITIES. THE TAX RETURN FILINGS ARE CURRENT. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES 15,754. RENTAL EXPENSES 59,704. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES 15,754. RENTAL EXPENSES 59,704. |
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 | 0 | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE E, PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | ARBOR MONTESSORI SCHOOL'S WEBSITE(WWW.ARBORMONTESSORI.ORG):"ARBOR MONTESSORI ADMITS STUDENTS OF ANY RACE, COLOR,NATIONAL OR ETHNIC ORIGIN, RELIGION, FAMILY STRUCTURE OR SEXUAL ORIENTATION TO ALL THE RIGHTS, PRIVILEGES, PROGRAMS AND ACTIVITIES OF THE SCHOOL. IT DOES NOT DISCRIMINATE ON THE BASIS OF RACE, COLOR, NATIONAL OR ETHNIC ORIGIN, RELIGION, FAMILY STRUCTURE OR SEXUAL ORIENTATION IN THE ADMINISTRATION OF ITS EDUCATIONAL POLICIES, ADMISSIONS POLICIES, SCHOLARSHIP AND LOAN PROGRAMS, AND ATHLETIC AND OTHER SCHOOL-ADMINISTERED PROGRAMS." | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | AUCTION | Event1Nm |
| Gross Receipts Event1 | $67,801 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $67,801 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $1,484 | OtherDirectExpensesEvent1Amt |
| Event2 | MIDDLE SCHOOL | Event2Nm |
| Gross Receipts Event2 | $16,377 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $16,377 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $14,270 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $84,178 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $84,178 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $15,754 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $15,754 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $68,424 | NetIncomeSummaryAmt |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash Grant | $44,335 | CashGrantAmt |
| Type Of Assistance | TUITION REMISSION | TypeOfAssistanceTxt |
| Assistance Purpose | ATTEND SCHOOL | AssistancePurposeTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | BECCA FERNANDEZ AND NANCY FERNANDEZ: MARRIED |
| FORM 990, PART VI, SECTION B, LINE 11 | THE HEAD OF SCHOOL AND BUSINESS MANAGER REVIEW FORM 990 WITH THE SCHOOL'S CPA. THE FORM 990 IS ALSO REVIEWED BY THE CHAIR/CO-CHAIRS OF THE FINANCE COMMITTEE FOR THEIR REVIEW AND APPROVAL. THE FORM 990 IS ALSO AVAILABLE TO OTHER MEMBERS OF THE FINANCE COMMITTEE AND BOARD OF TRUSTEES UPON REQUEST. |
| FORM 990, PART VI, SECTION B, LINE 12C | ARBOR'S CONFLICT OF INTEREST POLICY IS EXPLAINED TO ITS TRUSTEES ANNUALLY. CONFLICT OF INTEREST POLICY IS INCORPORATED INTO A LARGER DOCUMENT THAT BOARD MEMBERS SIGN ANNUALLY. |
| FORM 990, PART VI, SECTION B, LINE 15 | ALL EMPLOYEES ARE PLACED ON A SALARY SCALE WHICH IS ADJUSTED ANNUALLY AS A PART OF THE BUDGET PROCESS. ANY SALARY ADJUSTMENTS ARE APPROVED BY THE BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION C, LINE 19 | UPON REQUEST |
| FORM 990, PART XI, LINE 9: | GAIN ON INTEREST RATE SWAP 19,734. |
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