2013-03-19T11:44:29-05:00 2012-06-30 042943536 Tonneson & Company CPAs PC 401 Edgewater Place Suite 300 Wakefield MA 018806208 990 2011-07-01 042104370 The Kingsley Montessori School Inc KING 6172264900 30 Fairfield Street Boston MA 02116 Renee DuChainey-Farkes 6175365984 2013-03-08 1 Cynthia P Almquist P01309212 7812459999 2013-03-08 2011 2016-02-25 16:41:14Z Renee Duchainey-Farkes 30 Fairfield Street Boston MA 02116 6418197 0 X www.kingsley.org X 1945 MA To provide education to students in grades Toddler to Sixth 21 20 87 50 0 0 608485 493552 4997756 5748577 -6771 2244 126940 105124 5726410 6349497 173845 171880 0 0 3175558 3426197 0 0 177596 2145063 2264630 5494466 5862707 231944 486790 3452797 4296404 5815152 6171969 -2362355 -1875565 To provide education to students in grades Toddler to Sixth 0 0 4098965 5748577 The Kingsley Montessori School, Inc. maintains a non-profit private school and, in general, conducts activities for the promotion of education and instruction of students 4098965 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 13 0 1 87 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 21 20 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MA X X Greg Fisher 6172264900 30 Fairfield Street Boston MA 02116 Renee DuChainey-Farkes 40.00 X X 175072 0 35878 Ashley Jacobs 1.00 X X 0 0 0 Robert Reilly 1.00 X X 0 0 0 David Belluck 1.00 X X 0 0 0 Greg Fisher 1.00 X X 0 0 0 Monique Austin 1.00 X 0 0 0 Rob Adams 1.00 X 0 0 0 Kristin Forbes 1.00 X 0 0 0 Matthew Friedman 1.00 X 0 0 0 William Hess 1.00 X 0 0 0 Becky Kidder Smith 1.00 X 0 0 0 Christopher Kingsley 1.00 X 0 0 0 Lowell Kingsley 1.00 X 25000 0 0 Susan Kluver 1.00 X 0 0 0 Tamaki Lonske 1.00 X 0 0 0 John Pena 1.00 X 0 0 0 Ken Tutunjian 1.00 X 0 0 0 Jill Shah 1.00 X 0 0 0 John Soukas 1.00 X 0 0 0 Kristina Stookey 1.00 X 0 0 0 Lynn Waller 1.00 X 0 0 0 Jason Weiner 1.00 X 0 0 0 200072 0 35878 1 0 1 0 0 102145 391407 493552 Tuition and fees 611600 5320370 5320370 Other activities 611600 428207 428207 5748577 2244 2244 173824 102145 68700 105124 105124 6349497 5748577 0 107368 171880 171880 230016 230016 2530766 1803878 622023 104865 50578 44608 3377 2593 383156 270485 97681 14990 231681 153464 69295 8922 17011 17011 15644 15644 313567 170046 143521 878007 790206 87801 3903 3513 390 237481 213733 23748 Miscellaneous 154455 108229 46226 Student activities 143018 143018 Repairs and maintenance 95868 95868 Utilities 75096 75096 330580 163170 167410 5862707 4098965 1586146 177596 1764 899 639051 1622239 59550 49242 18633 16888 4432755 1970838 2592441 2461917 141358 145219 3452797 4296404 428020 399946 1971149 2384851 3007137 2925372 408846 461800 5815152 6171969 X -2546267 -2116562 183912 240997 -2362355 -1875565 3452797 4296404 486790 0 X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 37000 37000 892171 656504 235667 2725398 708269 2017129 778186 606065 172121 2461917 Accrued Rent 461800 461800 6349497 5862707 486790 486790 6246317 68700 68700 6177617 171880 171880 6349497 5759527 68700 68700 5690827 171880 171880 5862707 Part XII, Line 2d - Other Adjustments: Fundraising Expense 68,700. Part XII, Line 4b - Other Adjustments: Financial Aid 171,880. Part XIII, Line 2d - Other Adjustments: Fundraising Expense 68,700. Part XIII, Line 4b - Other Adjustments: Financial Aid 171,880. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 Explanation of Nondiscriminatory Policy Publication Schedule E, Part I, Line 3 The Kingsley Montessori School publicizes their nondiscriminatory policy through The Boston Globe and certain other publications. Gala 263160 102145 161015 62362 Miscellaneous Fundraising 12809 12809 6338 275969 102145 173824 68700 68700 105124 1 Financial Aid/Scholarship 18 171880 Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, Part I, Line 2: A limited number of scholarships financed primarily by fundraising activities are available depending on the current financial condition of the school. Scholarships are based upon need. The Financial Aid Committee has sole discretion in determining who is awarded a scholarship. X X 0 0 0 0 0 1 0 0 0 Renee DuChainey-Farkes 175072 0 0 0 0 0 16365 0 19513 0 210950 0 0 0 Part I, Line 6 The Head of School's bonus is contingent on the School meeting certain budget thresholds. Massachusetts Development Finance Agency 043431814 2005-06-01 3360000 Finance renovation, furnishing & equipping of space leased & owned by School 0 0 0 434628 3360000 67200 3082800 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 Form 990, Part VI, Section A, line 2 Lowell Kingsley and Christopher Kingsley have a family relationship. Form 990, Part VI, Section B, line 11 Form 990 is first prepared by the outside auditors,and then reviewed by the Director of Finance and Operations. The return is then submitted for approval to the Audit Committee and prior to filing is made available to the Board of Trustees. Form 990, Part VI, Section B, line 12c Directors, trustees and key employees are required to disclose annually any interests because it is important for management and the board of trustees to be aware of any potential conflicts Form 990, Part VI, Section B, line 15a The process of determining compensation for the organization's director includes review by the compensation committee, comparison to a relative compensation survey, and ultimately approval by the organization's Board of Trustees. Form 990, Part VI, Section C, line 19 The 990 is made available to the public upon request and through www.guidestar.com.