2014-05-14T15:37:40-05:00 2013-06-30 131517563 LOEB & TROPER LLP 655 THIRD AVENUE 12TH FLOOR NEW YORK NY 10017 990 2012-07-01 131992185 WEST SIDE MONTESSORI SCHOOL WEST 2126628000 309 WEST 92ND STREET NEW YORK NY 10025 MICHAEL MORAN 2126628000 2014-05-13 1 FREDERICK H ROTHMAN P01275277 2128674000 2012 2015-11-30 17:44:51Z MARY BASSO 309 WEST 92ND STREET NEW YORK NY 10025 9341245 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. 21 18 82 18 0 0 527603 736637 5940756 6501529 133081 364458 19420 -123291 6620860 7479333 667043 697809 0 0 3552231 3659016 0 0 27825 1957483 1874274 6176757 6231099 444103 1248234 24734644 26626411 3187813 3114658 21546831 23511753 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.SEE EXPANDED MISSION STATEMENT BELOW 0 0 4511280 697809 6335640 THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE AND ITS LARGEST PROGRAM SERVICE, IS TO PROVIDE EARLY EDUCATION FOR APPROXIMATELY 225 CHILDREN AGES 2 - 6 YEARS OF AGE. 129639 165889 THE ORGANIZATION ALSO OPERATES A MONTESSORI TEACHER EDUCATION PROGRAM, THE WSMS-TEP PROGRAM, FOR TEACHERS WHO WISH TO OBTAIN THEIR MONTESSORI TEACHING CREDENTIALS. 4640919 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 19 0 82 1 0 0 0 0 0 1 1 0 0 0 0 X 21 18 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X MICHAEL MORAN 2126628000 309 WEST 92ND STREET NEW YORK NY 10025 MARY D BASSO 40.00 X X 227876 0 19120 VALDA WITT 3.00 X X 0 0 0 ALEXANDER SOUTHWELL 3.00 X X 0 0 0 CHARLES HARKLESS 3.00 X X 0 0 0 MYLES AMEND 3.00 X X 0 0 0 ROBERT SHERPARDSON 3.00 X X 0 0 0 RAUL PINEDA 3.00 X X 0 0 0 CHAD GIFFORD 3.00 X X 0 0 0 SHEILA AKHAVEIN 40.00 X 59221 0 12162 SARAH SZEN 40.00 X 40719 0 7978 AMY GROOME 3.00 X 0 0 0 KRISTEN CHAE ARABADJIEV 3.00 X 0 0 0 ALEXANDRA JARISLOWSKY 3.00 X 0 0 0 NISSA BOOKER 3.00 X 0 0 0 AMY TARR 3.00 X 0 0 0 ANNE LYONS 3.00 X 0 0 0 BRYAN MAZLISH 3.00 X 0 0 0 GREG THORNE 3.00 X 0 0 0 JAE K LEE 3.00 X 0 0 0 HARRIET BURNETT 3.00 X 0 0 0 MONIQUE NEAL 3.00 X 0 0 0 MICHAEL MORAN 35.00 X 89723 0 14602 MELISSA MACK 40.00 X 105815 0 18142 523354 0 72004 2 0 1 0 CPP PRACTICE INC 113 UNIVERSITY PLACE 10TH FLTH STR NEW YORK NY 10003 MARKETING 101875 1 374775 361862 9938 736637 TUITION-PRIVATE 611600 5773172 5773172 AUXILIARY 611710 288975 288975 TUITION-ACS 611710 273493 273493 TEACHER EDUCATION PROGRAM 611710 165889 165889 6501529 101971 101971 1957429 1694942 262487 262487 262487 41379 374775 166970 -125591 -125591 2300 0 2300 2300 7479333 6501529 0 241167 697809 697809 464898 285985 178913 2554426 1924834 629592 128847 67360 61487 302354 231035 71319 208491 152561 55930 8186 8186 37568 37568 21304 21304 188481 178425 10056 152801 152801 313742 128646 157271 27825 157906 157906 205555 202275 3280 445691 445691 90518 90518 STAFF PROFESSIONAL DEVE 166697 149955 16742 SCHOOL LUNCH 85825 85825 6231099 4640919 1562355 27825 2345905 3590939 23640 71898 47250 31950 73769 238864 151702 152793 17937872 3603798 14774049 14334074 7318329 8205893 24734644 26626411 1120932 1009843 1984781 2084815 82100 20000 3187813 3114658 X 21546831 23511753 21546831 23511753 24734644 26626411 1248234 716688 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8329230 8329230 9486447 3499411 5987036 122195 104387 17808 14334074 PARENT ENROLLMENT ADVANCES 20000 20000 X 7476907 716688 716688 6760219 21304 697809 719113 7479332 5511985 0 5511985 21305 697809 719114 6231099 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: 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, 2010 AND SUBSEQUENT REMAIN SUBJECT TO EXAMINATION BY APPLICABLE TAXING AUTHORITIES. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 697,809. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 697,809. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION 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). EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE SCHEDULE E, PART I, LINE 6 THE SCHOOL RECEIVES LIMITED REIMBURSEMENT FROM THE GOVERNMENT FOR A SMALL AMOUNT OF THE TUITION COST FOR APPROVED FAMILIES WHOSE INCOME IS BELOW A VARIABLE INCOME CEILING, AS SET BY THE NEW YORK CITY ADMINISTRATION FOR CHILDREN'S SERVICES (ACS). SUCH FAMILIES USUALLY PAY A VERY SMALL AMOUNT OF THE STATED TUITION, WITH NYC ACS PROVIDING FUNDING FOR ANOTHER SMALL PORTION, BUT WITH THE LARGE REMAINING AMOUNT OF FUNDING NEEDS, COMING FROM WSMS' FINANCIAL AID FUND, WHICH HAS BEEN CONTRIBUTED BY PRIVATE DONORS. AUCTION 401450 374775 26675 94567 16632 15470 24500 SPRING FAIR/BOOK FAIR 14704 14704 1384 2832 11585 416154 374775 41379 94567 18016 18302 36085 166970 -125591 1 FINANCIAL AID 46 697809 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, 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 227876 0 0 0 0 0 18440 0 680 0 246996 0 0 0 FORM 990, PART VI, SECTION A, LINE 4 THE SCHOOL MAY CONDUCT ITS PROGRAM DURING WINTER, SPRING, AND SUMMER BREAKS, CONDUCT BEFORE AND AFTER SCHOOL PROGRAMS AND CONDUCT A MONTESSORI TEACHER EDUCATION PROGRAM. THE BOARD OF TRUSTEES SHALL FROM TIME TO TIME FIX THE NUMBER OF TRUSTEES OF THE SCHOOL WHICH SHALL NOT BE FEWER THAN 5 OR MORE THAN 25. THE NUMBER OF TRUSTEES SHALL INCLUDE THE FACULTY TRUSTEE, NON-ELECTED TRUSTEES AND ELECTED TRUSTEES. AT ALL MEETINGS OF THE BOARD OF TRUSTEES, A MAJORITY OF THE BOARD OF TRUSTEES SHALL CONSTITUTE A QUORUM FOR THE TRANSACTION OF BUSINESS, AND EXCEPT AS OTHERWISE PROVIDED BY LAW, THE CHARTER OR THESE BY-LAWS, A MAJORITY IN THE NUMBER OF SUCH QUORUM SHALL BE THE ACT OF THE BOARD OF TRUSTEES. THE SCHOOL SHALL HAVE NO MEMBERS. 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 FISCAL YEAR ENDED JUNE 2013. 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.