2015-11-05T12:14:10-06:00 2015-06-30 521853933 JONES MARESCA & MCQUADE PA 10500 LITTLE PATUXENT PARKWAY SUITE 770 COLUMBIA MD 21044 990 2014-07-01 454726453 LEE MONTESSORI PUBLIC CHARTER SCHOOL LEEM 2027799740 329 RHODE ISLAND AVENUE NE WASHINGTON DC 20002 CHRIS PENCIKOWSKI CO-FOUNDER & HEAD OF SCHOOL 2027799740 2015-11-05 1 DAVID JONES P01361002 4108840220 2014 2016-04-25 22:37:26Z CHRIS PENCIKOWSKI 329 RHODE ISLAND AVENUE NE WASHINGTON DC 20002 1811352 0 X WWW.LEEMONTESSORI.ORG X 2013 DC THE MISSION OF LEE MONTESSORI PUBLIC CHARTER SHOOL IS TO FOSTER A LIFETIME LOVE OF LEARNING AND CULTIVATE INDEPENDENCE AMONG DC SCHOOL CHILDREN, USING THE SUTDENT-CENTERED MORESSORI METHOD, AN EVIDENCE-BASED APPROACH TO CLOSING THE OPPORTUNITY GAP. 10 9 20 9 0 0 482930 381075 0 1398939 0 0 4652 0 487582 1780014 0 0 0 0 183580 992553 0 0 0 164271 751072 347851 1743625 139731 36389 204841 338957 65110 162837 139731 176120 X THE MISSION OF LEE MONTESSORI PUBLIC CHARTER SCHOOL IS TO FOSTER A LIFETIME LOVE OF LEARNING AND CULTIVATE INDEPENDENCE AMONG DC SCHOOL CHILDREN, USING THE STUDENT-CENTERED MONTESSORI METHOD, AN EVIDENCE-BASED APPROACH TO CLOSING THE OPPORTUNITY GAP. 0 0 1367077 1347104 LEE MONTESSORI PUBLIC CHARTER SCHOOL WAS ORGANIZED IN JANUARY 2013 AS A NOT-FOR-PROFIT ORGANIZATION DEDICATED TO CREATING A PEACEFUL, MULTI-AGE LEARNING ENVIRONMENT FOR PUBLIC PRESCHOOL AND ELEMENTARY AGED CHILDREN. THE SCHOOL'S FIRST YEAR OF OPERATION WAS FALL 2014 - SPRING 2015. THE SCHOOL FOSTERS THE PHYSICAL, SOCIAL, EMOTIONAL, AND ACADEMIC GROWTH AND DEVELOPMENT OF STUDENTS AND PRODUCES LIFE-LONG LEARNERS. THE SCHOOL ACHIEVES ITS MISSION BY INSPIRING ACADEMIC SUCCESS BY PROVIDING MONTESSORI CURRICULUM IN A HOLISTIC AND DEVELOPMENTALLY RESPONSIVE ENVIRONMENT; NURTURING STUDENT CREATIVITY, CURIOSITY AND EFFICACY BY PROMOTING SELF-DIRECTED EDUCATION; OFFERING INDIVIDUAL PACED ACADEMIC INSTRUCTION AND ACIDITIES; ENGAGING STUDENTS IN PURPOSEFUL AND COLLABORATIVE COMMUNITY BUILDING ACTIVITIES; FOSTERING STUDENTS USE OF INNER DISCIPLINE, CONCENTRATION AND TASK COMPLETION OF LIFELONGCRITICAL THINKING AND DISCOVERY; AND PRESERVING AND CULTIVATING THE INNATE CAPACITY OF STUDENTS SO THEY CAN REACH THEIR FULL POTENTIAL AS CONTRIBUTING GLOBAL CITIZENS. 1367077 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 20 1 0 0 0 0 0 1 1 0 0 0 0 X 10 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X THE ORGANIZATION 2027799740 329 RHODE ISLAND AVENUE NE WASHINGTON DC 20002 DOMINIQUE FORTUNE CHAIR 1.00 X X 0 0 0 WILLIE DAVIS VICE-CHAIR 1.00 X X 0 0 0 CRAIG MCCULLOUGH TREASURER 1.00 X X 0 0 0 KELLY SMITH SECRETARY 1.00 X X 0 0 0 DJAHNA AKINYEMI DIRECTOR 1.00 X 0 0 0 MARIMBA JOHNSON BRIGHT DIRECTOR 1.00 X 0 0 0 ED FISHER DIRECTOR 1.00 X 0 0 0 CHRISTINA NAGEY DIRECTOR 1.00 X 0 0 0 CHRIS PENCIKOWSKI HEAD OF SCHOOL 40.00 X X 97437 0 4800 BEVERLY O'BRYANT DIRECTOR 1.00 X 0 0 0 97437 0 4800 0 0 0 0 0 20053 361022 7054 381075 PER PUPIL APPROPRIATIO 900099 1119776 1119776 PER PUPIL FACULTY ALLO 900099 227328 227328 ACTIVITY FEES 611710 51835 51835 1398939 31338 20053 31338 0 1780014 1398939 0 0 123809 77356 46453 741125 605133 135992 14042 14042 42778 35145 7633 70799 56514 14285 21681 8250 13431 4000 4000 41105 41105 51679 18049 33630 177245 141795 35450 175 87 88 9126 5668 3458 13537 13537 DIRECT STUDENT COSTS 328866 328866 FOOD SERVICES/CATERING 49279 49279 STAFF DEVELOPMENT 24808 24808 ADMINISTRATION FEE 17771 17771 11800 2085 9715 1743625 1367077 376548 0 71430 183398 121576 87060 5375 6512 67391 10404 3160 56987 3300 5000 204841 338957 16110 113837 49000 49000 65110 162837 X 139731 94753 81367 139731 176120 204841 338957 36389 0 X 0 1 X 0 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7325 3398 3927 60066 7006 53060 56987 LINE OF CREDIT 49000 49000 X 1820834 9482 31338 40820 1780014 0 1780014 1784445 9482 31338 40820 1743625 0 1743625 PART X, LINE 2: THE SCHOOL HAS ADOPTED THE ACCOUNTING OF UNCERTAINTY IN INCOME TAXES AS REQUIRED BY THE INCOME TAXES TOPIC OF THE FASB ASC. THE TOPIC REQUIRES THE SCHOOL TO DETERMINE WHETHER A TAX POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPLICABLE TAXING AUTHORITY, INCLUDING RESOLUTION OF ANY RELATED APPEALS OR LITIGATION PROCESSES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFIT TO BE RECOGNIZED IS MEASURED AS THE LARGEST AMOUNT OF BENEFIT THAT IS MORE THAN FIFTY PERCENT LIKELY OF BEING REALIZED UPON ULTIMATE SETTLEMENT WHICH COULD RESULT IN THE SCHOOL RECORDING A TAX LIABILITY THAT WOULD REDUCE ITS NET ASSETS. THE SCHOOL HAS ANALYZED ITS TAX POSITIONS, AND HAS CONCLUDED THAT NO LIABILITY FOR UNRECOGNIZED TAX BENEFITS SHOULD BE RECORDED RELATED TO ANY UNCERTAIN TAX POSITIONS TAKEN ON RETURNS FILED FOR OPEN TAX YEARS (2011-2013), OR EXPECTED TO BE TAKEN IN ITS 2014 TAX RETURN. THE SCHOOL IS NOT AWARE OF ANY TAX POSITIONS FOR WHICH IT BELIEVES THAT THERE IS A REASONABLE POSSIBILITY THAT THE TOTAL AMOUNTS OF UNRECOGNIZED TAX BENEFITS WILL CHANGE MATERIALLY IN THE NEXT TWELVE MONTHS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 31,338. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 31,338. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 POLICY IS PUBLICIZED IN THE BULLETIN OF INFORMATION GIVEN TO STUDENTS AND PARENTS APPLYING TO THE INSTITUTE AND TO POTENTIAL BENEFACTORS. SCHEDULE E, PART I, LINE 6 EXPLANATION: TITLE V FUNDING ANNUAL GALA 51391 20053 31338 31338 51391 20053 31338 31338 31338 0 FORM 990, PART VI, SECTION B, LINE 11 THE BOARD OF DIRECTORS REVEIEWS AND APPROVES THE FORM 990, WHICH IS PREPARED BY AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTING FIRM, BEFORE FILING IT WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C EACH MEMBER OF THE BOARD OF DIRECTORS SHALL ANNUALLY SIGN A STATEMENT THAT AFFIRMS THAT SUCH PERSON: A. HAS RECEIVED A COPY OF THE CONFLICT OF INTERST POLICY; B. HAD READ AND UNDERSTANDS THE POLICY; C. HAS AGREED TO COMPLY WITH THE POLICY; AND D. UNDERSTANDS THAT LEE MONTESSORI PCS IS A CHARITABLE ORGANIZATION AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION STATUS IT MUST ENGAGE PRIMARILY IN ACTIVITIES THAT ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION OF TOP MANAGEMENT AND KEY EMPLOYEES IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS BASED ON COMPETENCY ASSESSMENT SCORES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.