MONTESSORI SCHOOL OF BEAVERTON LTD: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization: MONTESSORI SCHOOL OF BEAVERTON LTD (EIN 93-0954555)
Tax period: 2011-07-01 to 2012-06-30
Filed: 2013-02-12
IRS object ID: 201340439349302009
Schema version: 2011v1.5
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
Form 990
Schedule A
Schedule B
Schedule D
Schedule E
Schedule G
Schedule I
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-02-12T17:40:07-06:00	Timestamp
Tax Period End Date	2012-06-30	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	JAMES E RICHMAN CPA PC	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	1 SW COLUMBIA SUITE 400	AddressLine1
City	PORTLAND	City
State	OR	State
ZIP Code	97258	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnType
Tax Period Begin Date	2011-07-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	930954555	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	MONTESSORI SCHOOL OF BEAVERTON LTD	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	MONT	NameControl
Phone	5034391597	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	11065 NW CRYSTAL CREEK LANE	AddressLine1
City	PORTLAND	City
State	OR	State
ZIP Code	97229	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	CAROL BENNETT	Name
Title	ACTING HEAD OF SCHOOL	Title
Phone	5034391597	Phone
Date Signed	2013-02-04	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	JAMES E RICHMAN	Name
Phone	5032953780	Phone
Date Prepared	2013-02-12	DatePrepared
Self Employed	X	SelfEmployed

Field	Value	IRS element (for citing)
Tax Year	2011	TaxYear
Build TS	2016-02-25 16:41:14Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Name Of Principal Officer Person	CAROL BENNETT	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	11065 NW CRYSTAL CREEK LANE	AddressLine1
City	PORTLAND	City
State	OR	State
ZIP Code	97229	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	1685683	GrossReceipts
Group Return For Affiliates	false	GroupReturnForAffiliates
Organization501c3	X	Organization501c3
Web Site	WWW.MSB.ORG	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	1977	YearFormation
State Legal Domicile	OR	StateLegalDomicile
Activity Or Mission Description	MONTESSORI SCHOOL OF BEAVERTON (MSB) IS A PRIVATE, NON PROFIT SCHOOL SERVING CHILDREN FROM PRE-KINDERGARTEN THROUGH THE SIXTH GRADE. MSB EMPLOYS THE EDUCATIONAL METHODS AND PHILOSOPHIES OF DR. MARIA MONTESSORI. THE MISSION OF THE SCHOOL IS TO ASSIST EACH STUDENT TO REACH HIS OR HER FULLEST POTENTIAL WITH A LOVE OF LEARNING AND A PROFOUND SENSE OF IMPORTANCE OF HIS OR HER CONTRIBUTION TO THE WORLD.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	8	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	8	NbrIndependentVotingMembers
Total Nbr Employees	28	TotalNbrEmployees
Total Nbr Volunteers	75	TotalNbrVolunteers
Total Gross UBI	0	TotalGrossUBI
Contributions Grants Prior Year	72800	ContributionsGrantsPriorYear
Contributions Grants Current Year	128484	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	1328298	ProgramServiceRevenuePriorYear
Program Service Revenue CY	1400217	ProgramServiceRevenueCY
Investment Income Prior Year	1993	InvestmentIncomePriorYear
Investment Income Current Year	1797	InvestmentIncomeCurrentYear
Other Revenue Prior Year	153201	OtherRevenuePriorYear
Other Revenue Current Year	131203	OtherRevenueCurrentYear
Total Revenue Prior Year	1556292	TotalRevenuePriorYear
Total Revenue Current Year	1661701	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	42429	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	36316	GrantsAndSimilarAmntsCY
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	1028989	SalariesEtcPriorYear
Salaries Etc Current Year	1073802	SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	33097	TotalFundrsngExpCurrentYear
Other Expense Prior Year	376512	OtherExpensePriorYear
Other Expenses Current Year	484635	OtherExpensesCurrentYear
Total Expenses Prior Year	1447930	TotalExpensesPriorYear
Total Expenses Current Year	1594753	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	108362	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	66948	RevenuesLessExpensesCY
Total Assets BOY	3364938	TotalAssetsBOY
Total Assets EOY	3398856	TotalAssetsEOY
Total Liabilities BOY	1812050	TotalLiabilitiesBOY
Total Liabilities EOY	1833322	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	1552888	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	1565534	NetAssetsOrFundBalancesEOY
Info In Schedule O Part III	X	InfoInScheduleOPartIII
Mission Description	MONTESSORI SCHOOL OF BEAVERTON (MSB) IS A PRIVATE, NON PROFIT SCHOOL SERVING CHILDREN FROM PRE-KINDERGARTEN THROUGH THE SIXTH GRADE. MSB EMPLOYS THE EDUCATIONAL METHODS AND PHILOSOPHIES OF DR. MARIA MONTESSORI. THE MISSION OF THE SCHOOL IS TO ASSIST EACH STUDENT TO REACH HIS OR HER FULLEST POTENTIAL WITH A LOVE OF LEARNING AND A PROFOUND SENSE OF IMPORTANCE OF HIS OR HER CONTRIBUTION TO THE WORLD.	MissionDescription
Significant New Program Services	false	SignificantNewProgramServices
Significant Change	false	SignificantChange
Expense	1128399	Expense
Grants	36316	Grants
Revenue	1400217	Revenue
Description	MONTESSORI EDUCATION FOR APPROXIMATELY 186 STUDENTS FROM PRE-KINDERGARTEN THROUGH THE SIXTH GRADE.	Description
Total Program Service Expense	1128399	TotalProgramServiceExpense
Described In501 C3	true	DescribedIn501C3
Schedule B Required	true	ScheduleBRequired
Political Activities	false	PoliticalActivities
Lobbying Activities	false	LobbyingActivities
Subject To Proxy Tax	false	SubjectToProxyTax
Donor Advised Funds	false	DonorAdvisedFunds
Conservation Easements	false	ConservationEasements
Collections Of Art	false	CollectionsOfArt
Credit Counseling	false	CreditCounseling
Term Or Permanent Endowments	false	TermOrPermanentEndowments
Report Land Bldg Equip	true	ReportLandBldgEquip
Report Invest Oth Securities	false	ReportInvestOthSecurities
Report Prog Rel Invest	false	ReportProgRelInvest
Report Other Assets	false	ReportOtherAssets
Report Other Liabilities	true	ReportOtherLiabilities
Report Fin48 Footnote	true	ReportFin48Footnote
Independent Audit Financial Stmt	true	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	false	ConsolidatedAuditFinancialStmt
School	true	School
Foreign Office	false	ForeignOffice
Foreign Activities	false	ForeignActivities
More Than5000 K To Organizations	false	MoreThan5000KToOrganizations
More Than5000 K To Individuals	false	MoreThan5000KToIndividuals
Professional Fundraising	false	ProfessionalFundraising
Fundraising Activities	true	FundraisingActivities
Gaming	false	Gaming
Hospital	false	Hospital
Grants To Organizations	false	GrantsToOrganizations
Grants To Individuals	true	GrantsToIndividuals
Schedule J Required	false	ScheduleJRequired
Tax Exempt Bonds	false	TaxExemptBonds
Excess Benefit Transaction	false	ExcessBenefitTransaction
Prior Excess Benefit Transaction	false	PriorExcessBenefitTransaction
Loan To Officer Or DQP	false	LoanToOfficerOrDQP
Grant To Related Person	false	GrantToRelatedPerson
Bsnss Rltnshp With Organization	false	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	false	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	false	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	false	DeductibleNonCashContributions
Deductible Contributions Of Art	false	DeductibleContributionsOfArt
Terminated	false	Terminated
Partial Liquidation	false	PartialLiquidation
Disregarded Entity	false	DisregardedEntity
Related Entity	false	RelatedEntity
Related Org Controlled Entity	false	RelatedOrgControlledEntity
Transaction Related Entity	false	TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org	false	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	false	ActivitiesConductedPartnership
Schedule O Required	true	ScheduleORequired
Number Forms Transmitted With1096	7	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Number Of Employees	28	NumberOfEmployees
Employment Tax Returns Filed	true	EmploymentTaxReturnsFiled
Unrelated Business Income	false	UnrelatedBusinessIncome
Foreign Financial Account	false	ForeignFinancialAccount
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTrans
Taxable Party Notification	false	TaxablePartyNotification
Non Deductible Contributions	false	NonDeductibleContributions
Quid Pro Quo Contributions	true	QuidProQuoContributions
Quid Pro Quo Disclosure	true	QuidProQuoDisclosure
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOf
Funds To Pay Premiums	false	FundsToPayPremiums
Premiums Paid	false	PremiumsPaid
Form8899 Filed	false	Form8899Filed
Form1098 C Filed	false	Form1098CFiled
Indoor Tanning Services	false	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	8	NbrVotingGoverningBodyMembers
Number Independent Voting Members	8	NumberIndependentVotingMembers
Family Or Business Relationship	false	FamilyOrBusinessRelationship
Delegation Of Management Duties	false	DelegationOfManagementDuties
Changes To Organizing Docs	false	ChangesToOrganizingDocs
Material Diversion Or Misuse	false	MaterialDiversionOrMisuse
Members Or Stockholders	true	MembersOrStockholders
Election Of Board Members	true	ElectionOfBoardMembers
Decisions Subject To Approval	true	DecisionsSubjectToApproval
Minutes Of Governing Body	true	MinutesOfGoverningBody
Minutes Of Committees	true	MinutesOfCommittees
Officer Mailing Address	false	OfficerMailingAddress
Local Chapters	false	LocalChapters
Form990 Provided To Governing Body	true	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	true	ConflictOfInterestPolicy
Annual Disclosure Covered Persons	true	AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement	true	RegularMonitoringEnforcement
Whistleblower Policy	false	WhistleblowerPolicy
Document Retention Policy	true	DocumentRetentionPolicy
Compensation Process CEO	true	CompensationProcessCEO
Compensation Process Other	false	CompensationProcessOther
Investment In Joint Venture	false	InvestmentInJointVenture
States Where Copy Of Return Is Filed	OR	StatesWhereCopyOfReturnIsFiled
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Field	Value	IRS element (for citing)
Name Person	CAROL BENNETT	NamePerson
Telephone Number	5034391597	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	11065 NW CRYSTAL CREEK LANE	AddressLine1
City	PORTLAND	City
State	OR	State
ZIP Code	97229	ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (10 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation	OfficerOfficer
SUSAN ONG
BOARD MEMBER	5.00	X	0	0	0
SEAN MURPHY
BOARD MEMBER	5.00	X	0	0	0
SADHANA SHENOY
TREASURER	5.00	X	0	0	0	X
DEBORAH LOCKWOOD
PRESIDENT	5.00	X	0	0	0	X
SUDARSHAN CADAMBI
BOARD MEMBER	5.00	X	0	0	0
AIMEE LOBO-BERG
VICE PRESIDE	5.00	X	0	0	0	X
TAIZOON DOCTOR
BOARD MEMBER	5.00	X	0	0	0
MILIND PANDIT
SECRETARY	5.00	X	0	0	0	X
LESLIE LOGAN
FORMER HD OF	40.00		92037	0	2749	X
CAROL BENNETT
ACTING HD OF	40.00		56964	0	3071	X

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	149001	TotalReportableCompFromOrg
Total Other Compensation	5820	TotalOtherCompensation
Formers Listed	false	FormersListed
Total Comp GT150 K	false	TotalCompGT150K
Compensation From Other Sources	false	CompensationFromOtherSources
Fundraising Events	53628	FundraisingEvents
All Other Contributions	74856	AllOtherContributions
Total Contributions	128484	TotalContributions

Program Service Revenue ProgramServiceRevenue (4 entries)

DescriptionDescription	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome
TUITION	1366294	1366294
ACTIVITY FEES	26260	26260
SERVICE FEES	4063	4063
APPLICATION FEES	3600	3600

Field	Value	IRS element (for citing)
Total Program Service Revenue	1400217	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	1575	TotalRevenueColumn
Exclusion	$1,575	ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Securities	8600	Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Securities	8378	Securities

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	222	Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	222	TotalRevenueColumn
Related Or Exempt Function Income	222	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Gross Income Fundraising Events	145886	GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events	53628	CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses	15604	FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

Field	Value	IRS element (for citing)
Total Revenue Column	130282	TotalRevenueColumn

Other Revenue Misc OtherRevenueMisc

Field	Value	IRS element (for citing)
Description	OTHER	Description
Total Revenue Column	921	TotalRevenueColumn
Related Or Exempt Function Income	921	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Other Revenue	921	TotalOtherRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	1661701	TotalRevenueColumn
Related Or Exempt Function Income	1401360	RelatedOrExemptFunctionIncome
Exclusion	$1,575	ExclusionAmount

Grants To Domestic Individuals GrantsToDomesticIndividuals

Field	Value	IRS element (for citing)
Total	36316	Total
Program Services	36316	ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

Field	Value	IRS element (for citing)
Total	135798	Total
Management And General	135798	ManagementAndGeneral

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	744251	Total
Program Services	588580	ProgramServices
Management And General	155671	ManagementAndGeneral

Pension Plan Contributions PensionPlanContributions

Field	Value	IRS element (for citing)
Total	49034	Total
Program Services	38681	ProgramServices
Management And General	10353	ManagementAndGeneral

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	68156	Total
Program Services	62460	ProgramServices
Management And General	5696	ManagementAndGeneral

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	76563	Total
Program Services	51401	ProgramServices
Management And General	25162	ManagementAndGeneral

Fees For Services Legal FeesForServicesLegal

Field	Value	IRS element (for citing)
Total	29073	Total
Management And General	29073	ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	9639	Total
Management And General	9639	ManagementAndGeneral

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	7975	Total
Management And General	7975	ManagementAndGeneral

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	17873	Total
Management And General	17873	ManagementAndGeneral

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	38794	Total
Program Services	38794	ProgramServices

Travel Travel

Field	Value	IRS element (for citing)
Total	816	Total
Program Services	810	ProgramServices
Management And General	6	ManagementAndGeneral

Conferences Meetings ConferencesMeetings

Field	Value	IRS element (for citing)
Total	24847	Total
Program Services	20314	ProgramServices
Management And General	4533	ManagementAndGeneral

Interest Interest

Field	Value	IRS element (for citing)
Total	105836	Total
Program Services	95252	ProgramServices
Management And General	10584	ManagementAndGeneral

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	86100	Total
Program Services	77490	ProgramServices
Management And General	8610	ManagementAndGeneral

Insurance Insurance

Field	Value	IRS element (for citing)
Total	17915	Total
Program Services	17915	ProgramServices

Other Expenses OtherExpenses (4 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	Management And GeneralManagementAndGeneral	FundraisingFundraising
SUPPLIES	51376	47256	4120
SPECIAL ACTIVITIES	32846	32846
SPECIAL EVENT EXPENSES	31807			31807
OTHER	13121	11831		1290

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	16617	Total
Program Services	8453	ProgramServices
Management And General	8164	ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	1594753	Total
Program Services	1128399	ProgramServices
Management And General	433257	ManagementAndGeneral
Fundraising	33097	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	205640	BOY
EOY	455473	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	363573	BOY
EOY	486534	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	7421	BOY
EOY	11615	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	7301	BOY
EOY	17601	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	3440228	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	1027545	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	2441001	BOY
EOY	2412683	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	321470	BOY

Intangible Assets IntangibleAssets

Field	Value	IRS element (for citing)
BOY	13417	BOY
EOY	11890	EOY

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
BOY	5115	BOY
EOY	3060	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	3364938	BOY
EOY	3398856	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	42199	BOY
EOY	74861	EOY

Deferred Revenue DeferredRevenue

Field	Value	IRS element (for citing)
BOY	99568	BOY
EOY	78507	EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

Field	Value	IRS element (for citing)
BOY	1404138	BOY
EOY	1358588	EOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
BOY	266145	BOY
EOY	321366	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	1812050	BOY
EOY	1833322	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	1306278	BOY
EOY	1530455	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	246610	BOY
EOY	35079	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	1552888	BOY
EOY	1565534	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	3364938	BOY
EOY	3398856	EOY

Field	Value	IRS element (for citing)
Reconcilation Revenue Expenses	66948	ReconcilationRevenueExpenses
Reconcilation Other Changes	-54302	ReconcilationOtherChanges
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	false	AccountantCompileOrReview
FS Audited	true	FSAudited
Audit Committee	true	AuditCommittee
Federal Grant Audit Required	false	FederalGrantAuditRequired

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
School170b1 Aii	X	School170b1Aii

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

Field	Value	IRS element (for citing)
Contributor Number	RESTRICTED	ContributorNumber

Contributor Name Business ContributorNameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor Address US ContributorAddressUS

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)
Aggregate Contributions	RESTRICTED	AggregateContributions

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Disclosed Orgs Legal Control	false	DisclosedOrgsLegalControl
Disclosed For Charitable Purposes	false	DisclosedForCharitablePurposes
Written Policy Monitoring	false	WrittenPolicyMonitoring
Sect170h Requirements Satisfied	false	Sect170hRequirementsSatisfied
Solicited Assets For Sale	false	SolicitedAssetsForSale
Agent Trustee Etc	false	AgentTrusteeEtc
Included On FS	false	IncludedOnFS
Endowments Held By Unrelated Orgs	false	EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs	false	EndowmentsHeldByRelatedOrgs
Are Related Orgs Listed Schedule R	false	AreRelatedOrgsListedScheduleR

Land Land

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	479651	OtherCostOrOtherBasis
Book Value	479651	BookValue

Buildings Buildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	2663120	OtherCostOrOtherBasis
Depreciation	832951	Depreciation
Book Value	1830169	BookValue

Equipment Equipment

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	228212	OtherCostOrOtherBasis
Depreciation	190321	Depreciation
Book Value	37891	BookValue

Other Land Buildings OtherLandBuildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	69245	OtherCostOrOtherBasis
Depreciation	4273	Depreciation
Book Value	64972	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	2412683	TotalOfBookValueLandBuildings

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
Description	INTEREST RATE SWAP AGREEMENTS	Description
Amount	$321,366	Amount

Field	Value	IRS element (for citing)
Total Of Amounts	321366	TotalOfAmounts
Total Revenue	1661701	TotalRevenue
Total Expenses	1594753	TotalExpenses
Excess Or Deficit For Year	66948	ExcessOrDeficitForYear
Net Unrealized GL On Investments	-55222	NetUnrealizedGLOnInvestments
Total Adjustments	-55222	TotalAdjustments
Excess Or Deficit Per FS	11726	ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt	1581863	TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments	-55222	NetUnrealizedGainsInvestments
Other Revenues	-24616	OtherRevenues
Revenue Not Rptd F990	-79838	RevenueNotRptdF990
Revenue Subtotal	1661701	RevenueSubtotal
Total Revenue Per Form990	1661701	TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt	1570137	TotExpensesEtcAuditedFinclStmt
Other Expenses Included	-24616	OtherExpensesIncluded
Expenses Not Rptd F990	-24616	ExpensesNotRptdF990
Expenses Subtotal	1594753	ExpensesSubtotal
Total Expenses Per Form990	1594753	TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
LIABILITY UNDER FIN 48 FOOTNOTE	SCHEDULE D, PAGE 3, PART X	UNDER FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC 740, INCOME TAXES, AN ORGANIZATION MUST ALSO EVALUATE ITS TAX POSITIONS AND PROVIDE FOR A LIABILITY FOR ANY POSITIONS THAT WOULD NOT BE CONSIDERED "MORE LIKELY THAN NOT" TO BE UPHELD UNDER A TAX AUTHORITY EXAMINATION. MANAGEMENT HAS EVALUATED ITS TAX POSITIONS AND HAS CONCLUDED THAT A PROVISION FOR A TAX LIABILITY IS NOT NECESSARY AS OF JUNE 30, 2012. THE SCHOOL FILES FORM 990 IN THE U.S. FEDERAL JURISDICTION; IT IS NO LONGER SUBJECT TO EXAMINATION BY U.S. FEDERAL TAX AUTHORITIES FOR YEARS ENDING BEFORE JUNE 30, 2009.
RECONCILIATION OF CHANGES - OTHER	SCHEDULE D, PAGE 4, PART XI, LINE 8	STUDENT FINANCIAL AID REPORTED AS GRANT IN 990 -24,616 STUDENT FINANCIAL AID REPORTED AS GRANT IN 990 24,616
REVENUE AMOUNTS INCLUDED IN FINANCIALS - OTHER	SCHEDULE D, PAGE 4, PART XII, LINE 2D	STUDENT FINANCIAL AID REPORTED AS GRANT IN 990 -24,616
EXPENSE AMOUNTS INCLUDED IN FINANCIALS - OTHER	SCHEDULE D, PAGE 4, PART XIII, LINE 2D	STUDENT FINANCIAL AID REPORTED AS GRANT IN 990 -24,616

Schedule E IRS990ScheduleE

Field	Value	IRS element (for citing)
Nondiscriminatory Policy Stmt	true	NondiscriminatoryPolicyStmt
Policy Statement In Brochures Etc	true	PolicyStatementInBrochuresEtc
Policy Publ Via Broadcast Media	true	PolicyPublViaBroadcastMedia
Maint Racial Composition Records	true	MaintRacialCompositionRecords
Maint Scholarships Records	true	MaintScholarshipsRecords
Maint Copies Of Brochures Etc	true	MaintCopiesOfBrochuresEtc
Maint Copies Of All Solicitations	true	MaintCopiesOfAllSolicitations
Discriminate Race Students Rights	false	DiscriminateRaceStudentsRights
Discriminate Race Admiss Policies	false	DiscriminateRaceAdmissPolicies
Discriminate Race Emplmn Faculty	false	DiscriminateRaceEmplmnFaculty
Discriminate Race Scholarships	false	DiscriminateRaceScholarships
Discriminate Race Educ Policies	false	DiscriminateRaceEducPolicies
Discriminate Race Use Of Fclts	false	DiscriminateRaceUseOfFclts
Discriminate Race Athletic Prog	false	DiscriminateRaceAthleticProg
Discriminate Race Other Acty	false	DiscriminateRaceOtherActy
Government Financial Aid Received	false	GovernmentFinancialAidReceived
Government Financial Aid Revoked	false	GovernmentFinancialAidRevoked
Compliance With Rev Proc7550	true	ComplianceWithRevProc7550

Schedule G IRS990ScheduleG

Events Information EventsInformation

Field	Value	IRS element (for citing)
Name Of Event1	AUCTION	NameOfEvent1
Gross Receipts Event1	191949	GrossReceiptsEvent1
Charitable Contributions Event1	46063	CharitableContributionsEvent1
Gross Revenue Event1	145886	GrossRevenueEvent1
Rent Facility Costs Event1	2085	RentFacilityCostsEvent1
Food And Beverage Event1	13519	FoodAndBeverageEvent1
Name Of Event2	6TH YR FUNDRAIS	NameOfEvent2
Gross Receipts Event2	7565	GrossReceiptsEvent2
Charitable Contributions Event2	7565	CharitableContributionsEvent2
Gross Receipts Total	199514	GrossReceiptsTotal
Charitable Contributions Total	53628	CharitableContributionsTotal
Gross Revenue Total Events	145886	GrossRevenueTotalEvents
Rent Facility Costs Total Events	2085	RentFacilityCostsTotalEvents
Food And Beverage Total Events	13519	FoodAndBeverageTotalEvents
Direct Expense Summary Events	15604	DirectExpenseSummaryEvents
Net Income Summary	130282	NetIncomeSummary

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Records Maintained	true	RecordsMaintained

Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)

Type Of GrantTypeOfGrant	Number Of RecipientsNumberOfRecipients	Amount Of Cash GrantAmountOfCashGrant
SP MONTESSORI PROJECTS	3	11700
FINANCIAL AID TO STUDENTS	6	24616

Form990 Schedule I Part IV Form990ScheduleIPartIV

Field	Value	IRS element (for citing)
Identifier	PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS INSIDE THE UNITED STATES	Identifier
Return Reference	SCHEDULE I, PAGE 1, PART I, LINE 2	ReturnReference
Explanation	MSB MAINTAINS RECORDS THAT SUBSTANTIATE THE AMOUNT AND PURPOSE OF THE ASSISTANCE. ALL RECIPIENTS COMPLETE AN APPLICATION THAT DETAILS THE AMOUNT REQUESTED AND THE PURPOSE OF THE ASSISTANCE AND SPECIFICALLY HOW THE PURPOSE FURTHERS OUR GOAL OF BROADENING THE REACH OF MONTESSORI EDUCATION. THE PROJECT OR PURPOSE MUST HAVE A STATED GOAL OR RESULT THAT CAN BE ACCOMPLISHED IN A STATED TIME PERIOD. THE SCHOOL MAINTAINS RECORD OF THE AMOUNT GRANTED AND WHEN THE PROJECT OR PURPOSE WAS COMPLETED. THE MSB BOARD OF DIRECTORS REVIEWS APPLICATION AND GRANT AWARDS BASED ON WHETHER AND HOW THE AWARD FURTHERS THE PURPOSE OF BROADENING THE REACH OF MONTESSORI EDUCATION. NINETY PERCENT OF THE ASSISTANCE IS AWARDED TO THE RECIPIENT AT THE TIME OF AWARD. THE FINAL TEN PERCENT IS AWARDED UPON COMPLETION OF A REPORT TO THE BOARD ON THE PROJECT OR PURPOSE WHICH INCLUDES A FINAL ACCOUNTING OF EXPENSES AND AWARD SPENDING. IF AN ORGANIZATION APPLIES FOR FUNDING IT MUST BE A 501(C)(3) ORGANIZATION.	Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (9 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
ORGANIZATION'S MISSION	FORM 990 - ORGANIZATION'S MISSION	MONTESSORI SCHOOL OF BEAVERTON (MSB) IS A PRIVATE, NON PROFIT SCHOOL SERVING CHILDREN FROM PRE-KINDERGARTEN THROUGH THE SIXTH GRADE. MSB EMPLOYS THE EDUCATIONAL METHODS AND PHILOSOPHIES OF DR. MARIA MONTESSORI. THE MISSION OF THE SCHOOL IS TO ASSIST EACH STUDENT TO REACH HIS OR HER FULLEST POTENTIAL WITH A LOVE OF LEARNING AND A PROFOUND SENSE OF IMPORTANCE OF HIS OR HER CONTRIBUTION TO THE WORLD.
EXPLANATION ON VOLUNTEERS AND TYPES OF SERVICES OR BENEFITS	FORM 990, PAGE 1, PART I, LINE 6	THE SCHOOL RECEIVES A SUBSTANTIAL AMOUNT OF CONTRIBUTED SERVICES FROM VOLUNTEERS WHO ASSIST IN PERIODIC CONCENTRATED FUND-RAISING ACTIVITIES AND VARIOUS COMMITTEE ASSIGNMENTS.
CLASSES OF MEMBERS OR STOCKHOLDERS	FORM 990, PAGE 6, PART VI, LINE 6	AN ELIGIBLE PERSON IS ANY PERSON 21 YEARS OF AGE OR OLDER WHO IS: A) THE PARENT OF A STUDENT ENROLLED IN THE SCHOOL OR FORMERLY ENROLLED IN THE SCHOOL, B) A MEMBER OF THE STAFF OR FORMER MEMBER OF THE STAFF OF THE SCHOOL, C) A MONTESSORI PROFESSIONAL FROM WITHIN THE SCHOOL COMMUNITY, OR D) A PERSON WITH AN INTEREST IN PROMOTING THE IDEALS AND PHILOSOPHIES OF MONTESSORI SCHOOL MAY BECOME A MEMBER OF THIS CORPORATION.
ELECTION OF MEMBERS AND THEIR RIGHTS	FORM 990, PAGE 6, PART VI, LINE 7A	AN ELIGIBLE PERSON MAY BE ELECTED A MEMBER UPON BEING PROPOSED FOR MEMBERSHIP BY A MEMBER, BY WRITTEN APPLICATION TO THE PRESIDENT OR SECRETARY, AND UPON RECEIVING A MAJORITY VOTE OF THE MEMBERS PRESENT AT A MEETING OF THE CORPORATION OR AT A MEETING OF THE BOARD OF DIRECTORS OF THE CORPORATION.
DECISIONS SUBJECT TO APPROVAL OF MEMBERS	FORM 990, PAGE 6, PART VI, LINE 7B	ANY ONE OR MORE OF THE DIRECTORS MAY BE REMOVED EITHER WITH OR WITHOUT CAUSE, AT ANY TIME, BY A VOTE OF TWO-THIRDS OF THE MEMBERS PRESENT AT ANY SPECIAL MEETING CALLED FOR THAT PURPOSE.
ORGANIZATION'S PROCESS USED TO REVIEW FORM 990	FORM 990, PAGE 6, PART VI, LINE 11B	A COMMITTEE CONSISTING OF THE TREASURER, THE HEAD OF SCHOOL, AND THE BOOKKEEPER REVIEWS AND APPROVES THE FORM 990 PRIOR TO ITS FILING. ALSO, A COPY OF THE 990 IS PROVIDED TO ALL MEMBERS OF THE GOVERNING BOARD PRIOR TO FILING.
ENFORCEMENT OF CONFLICTS POLICY	FORM 990, PAGE 6, PART VI, LINE 12C	MSB MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY BY ASKING THE BOARD MEMBERS ANNUALLY TO DISCLOSE ANY CONFLICT OF INTERESTS VERBALLY AT A BOARD MEETING.
COMPENSATION PROCESS FOR TOP OFFICIAL	FORM 990, PAGE 6, PART VI, LINE 15A	MEMBERS OF THE BOARD OF DIRECTORS ARE NOT COMPENSATED BY THE MSB. THE COMPENSATION FOR THE HEAD OF SCHOOL IS RESEARCHED BY THE BOARD OF DIRECTORS BY COMPARING THE SAME POSITION AMONG SCHOOLS LOCALLY AND NATIONALLY, TAKING INTO CONSIDERATION THE FACTOR OF COST OF LIVING AND THE PERFORMANCE OF THE ADMINISTRATOR. THE PROPOSED COMPENSATION IS DISCUSSED AND APPROVED BY THE BOARD AND IS DOCUMENTED IN THE BOARD MINUTES.
GOVERNING DOCUMENTS DISCLOSURE EXPLANATION	FORM 990, PAGE 6, PART VI, LINE 19	GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.