2014-01-28T12:03:53-08:00 2013-06-30 Wall Smith Bateman Inc 700 Main Street Suite 200 Alamosa CO 81101 990 2012-07-01 202126847 MSE aka MONTESSORI SCHOOL OF EVERGREEN INC MSE 3036740093 PO BOX 2468 EVERGREEN CO 80437 BETH HELLER 2014-01-28 true Karla S Willschau P00146230 7195893619 2012 2015-11-30 17:44:51Z 3044593 false false X www.montessori-evergreen.com X 2005 CO TO IGNITE A LIFELONG LOVE OF LEARNING WITHIN EACH STUDENT. TO PROVIDE MEANINGFUL EXPERIENCES THAT FULLY ENGAGE YOUNG MINDS IN THE PURSUIT OF ACADEMIC EXCELLENCE, SELF-RELIANCE AND THE DETERMINATION TO CONTRIBUTE TO OUR RAPIDLY CHANGING COMMUNITY AND WORLD. 11 10 0 0 199605 2447080 2701445 3469 1683 258733 96839 2709282 2999572 0 0 0 0 26814 2819226 2862847 2819226 2862847 -109944 136725 5537317 5653736 4496885 4476579 1040432 1177157 TO IGNITE A LIFELONG LOVE OF LEARNING WITHIN EACH STUDENT. TO PROVIDE MEANINGFUL EXPERIENCES THAT FULLY ENGAGE YOUNG MINDS IN THE PURSUIT OF ACADEMIC EXCELLENCE, SELF-RELIANCE AND THE DETERMINATION TO CONTRIBUTE TO OUR RAPIDLY CHANGING COMMUNITY AND WORLD. false false 1976139 TO PROVIDE A NURTURING ENVIRONMENT IN WHICH CHILDREN AND ADOLESCENTS CAN EXPLORE, LEARN, AND FLOURISH. TO PROMOTE ACADEMIC EXCELLENCE AND ENCOURAGE STUDENTS TO FOLLOW THEIR INTERESTS AND PASSIONS, TO DEVELOP A LOVE OF LEARNING; TO RESPECT THEMSELVES, OTHERS AND THEIR ENVIRONMENT; AND TO ACHIEVE THEIR POTENTIAL. 1976139 true true false false false false false false false false true false false true false false true false true false false false false false true false false false false true true false false false false false false false false false false false false false false false false false false false false true 17 0 false 0 false false false false false false false true true false 0 false false false false false false false false false false X 11 10 false false true false false false false true false false false true true true true false false true true false X THE CORPORATION 3036740093 PO BOX 2468 EVERGREEN CO 804372468 ANDREW WOLFE 5.00 0.00 X 0 0 0 ABBY STEWART 5.00 0.00 X 0 0 0 MARY TRIBBY 5.00 0.00 X 0 0 0 BETH HELLER 40.00 0.00 X X 0 156720 0 RYAN TRIGG 10.00 0.00 X X 0 0 0 GRAY BEHRHORST 5.00 0.00 X 0 0 0 LAURA CHURCHLEY 5.00 0.00 X 0 0 0 GRETCHEN FLAUM 5.00 0.00 X X 0 0 0 SARAH SCOTT 5.00 0.00 X X 0 0 0 JULIE MARTIN 5.00 0.00 X X 0 0 0 CHUCK GOTTLOB 5.00 0.00 X 0 0 0 156720 0 false true false 0 196605 3000 199605 TUITION & FEES 611600 2600157 2600157 FIELD TRIP INCOME 611710 101288 101288 2701445 1683 1683 0 0 0 0 141860 196605 45021 96839 0 0 0 2999572 2701445 1683 X 0 0 0 0 0 0 0 0 0 0 0 0 12760 12760 0 0 0 0 6496 6048 448 0 0 0 0 0 0 0 254747 254747 0 189360 189360 37374 37374 CONTRACT SERVICES 92491 76493 15998 FIELD TRIP/SPECIAL SHOWS 94252 94252 CLASSROOM SUPPLIES 100036 100036 PROFESSIONAL EMPLOYER ORGANIZA 1767761 1395905 345042 26814 307570 114045 193525 2862847 1976139 859894 26814 305817 477062 754451 863149 0 156579 61622 0 0 0 0 5900 44252 4969633 1134344 3936533 3835289 0 0 0 0 378037 372362 5537317 5653736 32053 30149 499832 546430 3965000 3900000 4496885 4476579 X 1040432 1177157 1040432 1177157 5537317 5653736 136725 X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 630500 630500 3932452 902405 3030047 406681 231939 174742 3835289 GOODWILL 244000 BOND ISSUE COSTS, NET OF ACCUM AMORT 128362 372362 3044593 45021 45021 2999572 2999572 2907868 45021 45021 2862847 2862847 Part XII, Line 2d Part XII, Line 2d: Other expenses and losses per audited F/S FUNDRAISING FEES $45021 Part XI, Line 2d Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 FUNDRAISING FEES $45021 true true true false true true true false false false false false false false false false false true Schedule E, Line 4 - Explanation of Records and Materials Not Maintained THE ORGANIZATION DOES NOT REGULARLY MAINTAIN FORMAL WRITTEN RECORDS INDICATING RACIAL COMPOSITION OF STUDENTS, FACULTY OR ADMINISTRATION. PERIODICALLY, A COMPOSITION OF THE POPULATION OF THE SCHOOL IS PREPARED. Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized the organization has its racially nondiscriminatory policy on its web site under the admissions information false ONE MATTERS 170364 170364 2238 SPRING FUNDRAISER 148112 26241 121871 37900 1 10584 10584 3660 329060 196605 132455 43798 43798 88657 X X X false false false false false false false false false false BETH HELLER 156720 156720 A COLORADO EDUCATIONAL AND CULTURAL FACILITIES AUTHORITY 840896727 196458U43 2005-12-01 4215000 TO ACQUIRE REAL ESTATE TO OPERATE SCHOOL false false false A 4245000 754451 170250 3897970 false false true true A false false false false Form 990, Part IX, Line 24e Form 990, Part IX, Line 24e: Other Expenses UTILITIES: Column (A) - Total = $49077; Column (B) - Program Services = $0; Column (C) - Management & General = $49077; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e Form 990, Part IX, Line 24e: Other Expenses TRANSPORTATION: Column (A) - Total = $46021; Column (B) - Program Services = $38821; Column (C) - Management & General = $7200; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e Form 990, Part IX, Line 24e: Other Expenses TRAINING EXPENSE: Column (A) - Total = $36247; Column (B) - Program Services = $36247; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e Form 990, Part IX, Line 24e: Other Expenses REPAIRS AND MAINTENANCE: Column (A) - Total = $79006; Column (B) - Program Services = $0; Column (C) - Management & General = $79006; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e Form 990, Part IX, Line 24e: Other Expenses OFFICE SUPPLIES: Column (A) - Total = $34738; Column (B) - Program Services = $34738; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e Form 990, Part IX, Line 24e: Other Expenses MISCELLANEOUS: Column (A) - Total = $31252; Column (B) - Program Services = $0; Column (C) - Management & General = $31252; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e Form 990, Part IX, Line 24e: Other Expenses BAD DEBT EXPENSE: Column (A) - Total = $26990; Column (B) - Program Services = $0; Column (C) - Management & General = $26990; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e Form 990, Part IX, Line 24e: Other Expenses AUTOMOBILE: Column (A) - Total = $3419; Column (B) - Program Services = $3419; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e Form 990, Part IX, Line 24e: Other Expenses ARTS AND ENRICHMENT: Column (A) - Total = $820; Column (B) - Program Services = $820; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e Form 990, Part IX, Line 24e: Other Expenses ALUMNI ACTIVITIES: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part VI, Line 19 Form 990, Part VI, Line 19: Other Organization Documents Publicly Available COPIES OF ALL DOCUMENTS ARE AVAILABLE AT BOTH CAMPUSES UPON REQUEST Form 990, Part VI, Line 15b Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees Salaries are set by the Head of School. Form 990, Part VI, Line 15a Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management The Head of School's salary is set by the Board of Trustees. Form 990, Part VI, Line 12c Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts THE BOARD REVIEWS AND UPDATES (AS APPROPRIATE) THE DETAILED CONFLICT OF INTEREST STATEMENTS. THIS POLICY IS GIVEN TO EACH NEW TRUSTEE AND OFFICER FOR SIGNATURE DURING ORIENTATION. Form 990, Part VI, Line 11b Form 990, Part VI, Line 11b: Form 990 Review Process The 990 is reviewed by the Business Manager, Director of Finance and Operations, and Head of School. It is then forwarded to all members of our Board of Trustees who vote to approve the 990 Form 990, Part VI, Line 8 Form 990, Part VI, Line 8: Explanation of No Contemporaneously Documentation of Meetings NO COMMITTEE IS AUTHORIZED TO ACT ON BEHALF OF THE BOARD OF TRUSTEES Form 990, Part VI, Line 4 Form 990, Part VI, Line 4: Description of Significant Changes to Organizational Documents Capital Expenditures. For every capital expenditure of $25,000 or greater, Board approval will be required. Additionally, for every facilities expenditure of $25,000 or greater, the Facilities Committee will solicit no less than two competing bids unless the Board in its discretion determines that obtaining more than one bid is unnecessary or imprudent.