2013-02-12T09:38:36-08:00 2012-06-30 Wall Smith Bateman Inc 700 Main Street Suite 200 Alamosa CO 81101 990 2011-07-01 202126847 MSE aka MONTESSORI SCHOOL OF EVERGREEN INC MSE 3036740093 PO BOX 2468 EVERGREEN CO 80437 BETH HELLER 2013-02-12 true Karla S Willschau 7195893619 2011 2016-03-07 17:11:31Z 2738551 false false X www.montessori-evergreen.com X 1977 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. 13 12 0 0 0 2397847 2447080 11008 3469 171391 258733 2580246 2709282 0 0 1696170 0 0 43712 828472 2819226 2524642 2819226 55604 -109944 5661041 5537317 4355539 4496885 1305502 1040432 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 2205990 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. 2205990 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 false true false false false false false false false false false false false false false false false false false false false false true 1 0 false 0 false false false false false false false false false true true false 0 false false false false false false false false false false false X 13 12 false false true false false false false true false false false false true true true true false false true true false false X THE CORPORATION 3036740093 PO BOX 2468 EVERGREEN CO 804372468 ANDREW WOLFE 3.00 X 0 0 0 KIM WEIGERS MD 3.00 X 0 0 0 ABBY STEWART 3.00 X 0 0 0 TOD WHITE 3.00 X 0 0 0 MARY TRIBBY 3.00 X 0 0 0 BETH HELLER 40.00 X X 0 134000 0 RYAN TRIGG 3.00 X X 0 0 0 GRAY BEHRHORST 3.00 X 0 0 0 LAURA CHURCHLEY 3.00 X 0 0 0 GRETCHEN FLAUM 3.00 X 0 0 0 SARAH SCOTT 3.00 X X 0 0 0 JIM PISULA 3.00 X X 0 0 0 RITA LOCHHEAD 3.00 X 0 0 0 134000 0 false false false 0 0 TUITION & FEES 611600 2366838 2366838 FIELD TRIP INCOME 611710 80242 80242 2447080 3469 3469 0 0 0 0 288002 29269 258733 0 0 0 2709282 2447080 3469 0 0 0 0 0 0 0 0 0 0 0 0 26993 26993 0 0 0 0 13522 6048 7474 0 0 0 0 0 0 0 260826 260826 0 174739 174739 36604 36604 UTILITIES 58280 58280 CLASSROOM SUPPLIES 94494 94494 FIELD TRIP/SPECIAL SHOWS 103758 103758 PROFESSIONAL EMPLOYER ORGANIZA 1781322 1642213 95397 43712 268688 184738 83950 2819226 2205990 569524 43712 214150 305817 816340 754451 0 198657 156579 0 0 0 0 18423 5900 4882452 945919 4029759 3936533 0 0 0 0 383712 378037 5661041 5537317 23954 32053 301585 499832 4030000 3965000 4355539 4496885 X 1305502 1040432 1305502 1040432 5661041 5537317 X -109944 -155126 X false true true X false false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 630500 630500 3864897 765131 3099766 387055 180788 206267 3936533 GOODWILL 244000 BOND ISSUE COSTS, NET OF ACCUM AMORT 134037 378037 2709282 2819226 -109944 -155126 -155126 -265070 2738551 29269 29269 2709282 2709282 2848495 29269 29269 2819226 2819226 Part XIII, Line 2d Part XIII, Line 2d: Other expenses and losses per audited F/S FUNDRAISING FEES $29269 Part XII, Line 2d Part XII, Line 2d: Other revenue amounts included in F/S but not included on form 990 FUNDRAISING FEES $29269 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 BRIGHT FUTURE FUND 128476 128476 1828 SPRING FUNDRAISER 118732 118732 5000 13649 2 40222 40222 8792 287430 287430 5000 24269 29269 258161 COLORADO EDUCATIONAL AND CULTURAL FACILITIES AUTHORITY 840896727 196458U43 2005-12-01 4215000 TO ACQUIRE REAL ESTATE TO OPERATE SCHOOL false false false 4245000 754451 170250 3897970 2006 false false true true false true false false false X 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 12c Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts THE BOARD REVIEWS THE AND UPDATES AS APPROPRIATE THE DETAILED CONFLICT OF INTEREST STATEMENTS AND THIS POLICY IS GIVEN TO EACH NEW TRUSTEE AND OFFICER FOR SIGNATURE DURING ORIENTATION. Form 990, Part VI, Line 11 Form 990, Part VI, Line 11: 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 1) Amend Article III Section B(2) to allow for Trustees to serve successive terms of 1, 2 or 3 year term2) Increase the maximum number of BOT members to 13 to flexibly allow for smoother transitions and succession of board members. 11 BOT members remains the optimum and preferred size. Proposed amendments to Article III Section B(2) is as follows:Qualification; Term; Tenure. The trustees of the Corporation shall be natural persons at least eighteen (18) years of age or older. The Board shall manage the affairs of the Corporation. There shall be at least five (5) and up to thirteen (13) voting members of the Board. The term of a trustee shall be three (3) years, except that a trustee may serve successive terms of one (1), two (2), or three (3) years; provided, however, no trustee may serve more than three consecutive three (3) year terms. A trustee continues to serve until his or her successor is elected, appointed, or designated and qualifies. A decrease in the number of trustees or in the term of office does not shorten an incumbent trustee's term. The term of a trustee filling a vacancy expires at the end of the unexpired term that such trustee is filling. Efforts shall be made to have at least two (2) voting members of the Board who are not current parents of the children currently enrolled in the School.3) Change in signature line for President from Rita Lochhead to Ryan Trigg