PRINCETON MONTESSORI SOCIETY: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- PRINCETON MONTESSORI SOCIETY (EIN 22-1853399)
- Tax period
- 2010-09-01 to 2011-08-31
- Filed
- 2012-04-15
- IRS object ID
- 201211069349300406
- Schema version
- 2010v3.4
- 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 K
- Schedule L
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-04-15T14:59:23-05:00 | Timestamp |
| Tax Period End Date | 2011-08-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EISNERAMPER LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 ROUTE 202 SOUTH SUITE 500 | AddressLine1 |
| City | BRIDGEWATER | City |
| State | NJ | State |
| ZIP Code | 08807 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-09-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 221853399 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRINCETON MONTESSORI SOCIETY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PRIN | NameControl |
| Phone | 6099244594 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 487 CHERRY VALLEY ROAD | AddressLine1 |
| City | PRINCETON | City |
| State | NJ | State |
| ZIP Code | 085407916 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CORRINGTON HWONG | Name |
| Title | TREASURER | Title |
| Phone | 6099244594 | Phone |
| Date Signed | 2012-04-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DOUGLAS D TAPP CPA MST | Name |
| Phone | 9082185002 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | GEORGE PLASKO | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 487 CHERRY VALLEY ROAD | AddressLine1 |
| City | PRINCETON | City |
| State | NJ | State |
| ZIP Code | 08540 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 6392747 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.PRINCETONMONTESSORI.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1968 | YearFormation |
| State Legal Domicile | NJ | StateLegalDomicile |
| Activity Or Mission Description | PRINCETON MONTESSORI SOCIETY IS COMPRISED OF PRINCETON MONTESSORI SCHOOL AND PRINCETON CENTER TEACHER EDUCATION. THE SOCIETY PROVIDES MONTESSORI EDUCATION FOR CHILDREN FROM INFANCY THROUGH MIDDLE SCHOOL, TRAINS PROSPECTIVE MONTESSORI TEACHERS AND EDUCATES PARENTS. FOUNDED IN 1968, PRINCETON MONTESSORI SCHOOL IS AN INDEPENDENT, CO-EDUCATIONAL DAY SCHOOL, DEDICATED TO THE HIGHEST QUALITY EDUCATION OF CHILDREN, ACCORDING TO THE VALUES AND PRINCIPLES OF THE MONTESSORI PHILOSOPHY. PCTE, FOUNDED IN 1989, IS DEDICATED TO QUALITY MONTESSORI TEACHER TRAINING. THE TEACHERS LEARN TO NURTURE THE CHILD'S INNATE ABILITIES AND SELF-EXPLORATION THAT BUILD SKILLS AND FOUNDATION FOR THE FUTURE. PARENTS ARE SUPPORTED THROUGH EDUCATIONAL RESOURCES AND CLASSES AND ENCOURAGED TO PARTICIPATE AT THE SCHOOL. AS A PIONEER IN THE LARGER EDUCATIONAL COMMUNITY, BOTH NATIONALLY AND INTERNATIONALLY, PRINCETON MONTESSORI SCHOOL AND PCTE PROVIDE VISION, LEADERSHIP AND MENTORSHIP TO OTHER SCHOOLS AND ORGANIZATIONS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 7 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 4 | NbrIndependentVotingMembers |
| Total Nbr Employees | 86 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 126084 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 325227 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 6164894 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 5976519 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 32979 | InvestmentIncomePriorYear |
| Investment Income Current Year | 34884 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 22211 | OtherRevenuePriorYear |
| Other Revenue Current Year | 27820 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 6346168 | TotalRevenuePriorYear |
| Total Revenue Current Year | 6364450 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 251959 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 277399 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 4711538 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 4423050 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1663752 | OtherExpensePriorYear |
| Other Expenses Current Year | 2059880 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 6627249 | TotalExpensesPriorYear |
| Total Expenses Current Year | 6760329 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -281081 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -395879 | RevenuesLessExpensesCY |
| Total Assets BOY | 12506669 | TotalAssetsBOY |
| Total Assets EOY | 12144809 | TotalAssetsEOY |
| Total Liabilities BOY | 11383121 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 11344641 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 1123548 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 800168 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | PRINCETON MONTESSORI SOCIETY IS COMPRISED OF PRINCETON MONTESSORI SCHOOL AND PRINCETON CENTER TEACHER EDUCATION. THE SOCIETY PROVIDES MONTESSORI EDUCATION FOR CHILDREN FROM INFANCY THROUGH MIDDLE SCHOOL, TRAINS PROSPECTIVE MONTESSORI TEACHERS AND EDUCATES PARENTS. FOUNDED IN 1968, PRINCETON MONTESSORI SCHOOL IS AN INDEPENDENT, CO-EDUCATIONAL DAY SCHOOL, DEDICATED TO THE HIGHEST QUALITY EDUCATION OF CHILDREN, ACCORDING TO THE VALUES AND PRINCIPLES OF THE MONTESSORI PHILOSOPHY. PCTE, FOUNDED IN 1989, IS DEDICATED TO QUALITY MONTESSORI TEACHER TRAINING. THE TEACHERS LEARN TO NURTURE THE CHILD'S INNATE ABILITIES AND SELF-EXPLORATION THAT BUILD SKILLS AND FOUNDATION FOR THE FUTURE. PARENTS ARE SUPPORTED THROUGH EDUCATIONAL RESOURCES AND CLASSES AND ENCOURAGED TO PARTICIPATE AT THE SCHOOL. AS A PIONEER IN THE LARGER EDUCATIONAL COMMUNITY, BOTH NATIONALLY AND INTERNATIONALLY, PRINCETON MONTESSORI SCHOOL AND PCTE PROVIDE VISION, LEADERSHIP AND MENTORSHIP TO OTHER SCHOOLS AND ORGANIZATIONS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 4954245 | Expense |
| Revenue | 5976519 | Revenue |
| Description | THERE ARE OVER 200 CHILDREN OF DIVERSE BACKGROUNDS, FROM INFANT THROUGH EIGHTH GRADE, AT THE CENTRALLY LOCATED FACILITY ON CHERRY VALLEY ROAD IN PRINCETON, NEW JERSEY. THEY ARE GUIDED BY NEARLY 70 DEDICATED AND HIGHLY QUALIFIED FACULTY AND ADMINISTRATORS. | Description |
| Total Program Service Expense | 4954245 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 1 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 30 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 86 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 7 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 4 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRINCETON MONTESSORI SOCIETY - BETHANNE BYRNE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6099244594 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 487 CHERRY VALLEY ROAD | AddressLine1 |
| City | PRINCETON | City |
| State | NJ | State |
| ZIP Code | 085407916 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (8 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|---|
| MARSHA STENCEL | |||||||
| PRESIDENT/SECRETARY | 45.00 | X | X | X | 139765 | 0 | 0 |
| MICHAEL BURNS | |||||||
| VICE CHAIR | X | X | 0 | 0 | 0 | ||
| THOMAS CUSACK | |||||||
| VICE CHAIR | X | X | 0 | 0 | 0 | ||
| PATRICIA HLAFTER | |||||||
| VICE CHAIR | X | X | 0 | 0 | 0 | ||
| CORRINGTON HWONG | |||||||
| TREASURER | X | X | 0 | 0 | 0 | ||
| JAMES PETERS | |||||||
| VICE CHAIR | X | X | 0 | 0 | 0 | ||
| GEORGE PLASKO | |||||||
| CHAIRMAN | X | X | 0 | 0 | 0 | ||
| BETHANNE BYRNE | |||||||
| BUSINESS ADMINISTRATOR | 45.00 | X | 109063 | 0 | 0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 248828 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 325227 | AllOtherContributions |
| Total Contributions | 325227 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION | 611710 | 5661171 | 5661171 |
| FEES AND PROGRAM | 611710 | 315348 | 315348 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 5976519 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 34884 | TotalRevenueColumn |
| Exclusion | $34,884 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 56117 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 28297 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 27820 | TotalRevenueColumn |
| Exclusion | $27,820 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6364450 | TotalRevenueColumn |
| Related Or Exempt Function Income | 5976519 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $62,704 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 277399 | Total |
| Program Services | 277399 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3090106 | Total |
| Program Services | 2127681 | ProgramServices |
| Management And General | 962425 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1076168 | Total |
| Program Services | 741048 | ProgramServices |
| Management And General | 335120 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 256776 | Total |
| Program Services | 171677 | ProgramServices |
| Management And General | 85099 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 68783 | Total |
| Program Services | 68783 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 100123 | Total |
| Program Services | 85752 | ProgramServices |
| Management And General | 14371 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 148607 | Total |
| Program Services | 139495 | ProgramServices |
| Management And General | 9112 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45041 | Total |
| Program Services | 45041 | ProgramServices |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 346821 | Total |
| Management And General | 346821 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 628518 | Total |
| Program Services | 628518 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 51726 | Total |
| Program Services | 51726 | ProgramServices |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| DIRECT EDUCATIONAL EXPE | 242721 | 242721 | |
| CONSULTING AND OUTSIDE | 155215 | 155215 | |
| MAINTENANCE, REPAIRS, E | 155088 | 155088 | |
| PROFESSIONAL FEES | 53136 | 53136 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 64101 | Total |
| Program Services | 64101 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6760329 | Total |
| Program Services | 4954245 | ProgramServices |
| Management And General | 1806084 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1673870 | BOY |
| EOY | 1706538 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 127950 | BOY |
| EOY | 187300 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 61136 | BOY |
| EOY | 34707 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9369 | BOY |
| EOY | 50878 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 15523886 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 6338150 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9068021 | BOY |
| EOY | 9185736 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 378132 | BOY |
| EOY | 577645 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1188191 | BOY |
| EOY | 402005 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12506669 | BOY |
| EOY | 12144809 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 169561 | BOY |
| EOY | 29180 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2073040 | BOY |
| EOY | 2392712 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8005081 | BOY |
| EOY | 7845000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1135439 | BOY |
| EOY | 1077749 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11383121 | BOY |
| EOY | 11344641 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1114963 | BOY |
| EOY | 796583 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8585 | BOY |
| EOY | 3585 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1123548 | BOY |
| EOY | 800168 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12506669 | BOY |
| EOY | 12144809 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -395879 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 72499 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | 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) |
|---|---|---|
| Protection Of Natural Habitat | X | ProtectionOfNaturalHabitat |
| Total Number Of Easements | 1 | TotalNumberOfEasements |
| Total Acreage | 5.09 | TotalAcreage |
| Nmbr Hist Struct Easements | 1 | NmbrHistStructEasements |
| Nmbr Hist Struct Easements After | 1 | NmbrHistStructEasementsAfter |
| Nmbr States In Which Easements Held | 1 | NmbrStatesInWhichEasementsHeld |
| Written Policy Monitoring | 0 | WrittenPolicyMonitoring |
| Sect170h Requirements Satisfied | 0 | Sect170hRequirementsSatisfied |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 445782 | OtherCostOrOtherBasis |
| Book Value | 445782 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 13474893 | OtherCostOrOtherBasis |
| Depreciation | 5039265 | Depreciation |
| Book Value | 8435628 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1603211 | OtherCostOrOtherBasis |
| Depreciation | 1298885 | Depreciation |
| Book Value | 304326 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 9185736 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INTEREST RATE SWAP | Description |
| Amount | $1,077,749 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1077749 | TotalOfAmounts |
| Total Revenue | 6364450 | TotalRevenue |
| Total Expenses | 6760329 | TotalExpenses |
| Excess Or Deficit For Year | -395879 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 14809 | NetUnrealizedGLOnInvestments |
| Other | $57,690 | OtherAmount |
| Total Adjustments | 72499 | TotalAdjustments |
| Excess Or Deficit Per FS | -323380 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 6130157 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 14809 | NetUnrealizedGainsInvestments |
| Other Revenues | 28297 | OtherRevenues |
| Revenue Not Rptd F990 | 43106 | RevenueNotRptdF990 |
| Revenue Subtotal | 6087051 | RevenueSubtotal |
| Other Revenues Not Included | 277399 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 277399 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 6364450 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 6511227 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 28297 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 28297 | ExpensesNotRptdF990 |
| Expenses Subtotal | 6482930 | ExpensesSubtotal |
| Other Expenses Not Included | 277399 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 277399 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 6760329 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF HOW ORGANIZATION REPORTS CONSERVATION EASEMENTS: | PART II, LINE 9: | THE CONSERVATION EASEMENT IS PART OF THE LAND THAT IS OWNED BY THE PRINCETON MONTESSORI SOCIETY. THEREFORE THE EASEMENT IS AN ASSET ON THE BALANCE SHEET. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES CLARIFIES ACCOUNTING OF INCOME TAXES RECOGNIZED IN AN ENTERPRISE'S FINANCIAL STATEMENTS. THE ORGANIZATION RECOGNIZES ACCRUED INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS, IF ANY. THERE WERE NO INCOME TAX RELATED INTEREST AND PENALTIES RECORDED FOR THE YEARS ENDED AUGUST 31, 2011 AND 2010. THE INCOME TAX RETURNS OF THE ORGANIZATION FOR AUGUST 31, 2010, 2009 AND 2008 ARE SUBJECT TO EXAMINATION BY THE IRS AND OTHER VARIOUS TAXING AUTHORITIES, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | UNREALIZED GAIN ON INTEREST RATE SWAP 57,690. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSE 28,297. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIPS 277,399. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSE 28,297. | |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIPS 277,399. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 0 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION | Identifier |
| Return Reference | SCHEDULE E, PART I, LINE 3 | ReturnReference |
| Explanation | THE ORGANIZATION STATES ITS NONDISCRIMINATORY POLICY IN ALL BROCHURES AND MEDIA OUTLETS. | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | ANNUAL AUCTION | NameOfEvent1 |
| Gross Receipts Event1 | 56117 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 56117 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 28297 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 56117 | GrossReceiptsTotal |
| Gross Revenue Total Events | 56117 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 28297 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 28297 | DirectExpenseSummaryEvents |
| Net Income Summary | 27820 | NetIncomeSummary |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Manager Is Employee | X | GamingManagerIsEmployee |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SCHOLARSHIPS | TypeOfGrant |
| Number Of Recipients | 44 | NumberOfRecipients |
| Amount Of Cash Grant | 277399 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: ASSISTANCE IS GRANTED ON AN "AS NEEDED" BASIS. FAMILIES APPLY WITH "TADS", A FINANCIAL AID ASSESSMENT AND EVALUATION COMPANY. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NJ-EDA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 222045817 | IssuerEIN |
| CUSIP Number | 645918KP7 | CUSIPNumber |
| Date Issued | 2008-03-17 | DateIssued |
| Issue Price | 8000000 | IssuePrice |
| Description Of Purpose | FUND THE CONSTRUCTION OF AN ADDITION TO SCHOOL BUILDINGS AND EXISTING DEBT. | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Pool Financing | 0 | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Proceeds | 8000000 | TotalProceeds |
| Issuance Costs From Proceeds | 82077 | IssuanceCostsFromProceeds |
| Capital Expenditures | 7917923 | CapitalExpenditures |
| Year Of Subst Completion | 2010 | YearOfSubstCompletion |
| Current Refunding | 1 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 0 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 0 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Bond Counsel Routinely Engaged | 0 | BondCounselRoutinelyEngaged |
| Post Issuance Compliance Procdrs | 0 | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | 0 | Form8038TFiled |
| Variable Rate Issue | 1 | VariableRateIssue |
| Hedge Identified In Books And Recds | 1 | HedgeIdentifiedInBooksAndRecds |
Name Of Hedge Provider NameOfHedgeProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOVEREIGN BANK | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 20.000000000000 | TermOfHedge |
| Superintegrated Hedge | 0 | SuperintegratedHedge |
| Hedge Terminated | 0 | HedgeTerminated |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Exception To Rebate | 0 | ExceptionToRebate |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| GEORGE PLASKO | |||
| TRUSTEE | 103410 | PRINCIPAL OWNER OF A COMPANY THAT CUSTOM DESIGNS TOURS FOR STUDENTS IN 8TH GRADE ACCORDING TO THE CURRICULUM. | 0 |
| MICHAEL BURNS | |||
| TRUSTEE | 25037 | PRINCIPAL OWNER OF AN ARCHITECT FIRM USED FOR THE SOCIETY BUILDING ADDITION. | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE MEMBERS OF THE ORGANIZATION ARE BOARD OF TRUSTEES MEMBERS. | |
| FORM 990, PART VI, SECTION A, LINE 7A | THE BOARD OF TRUSTEES MEMBERS HAVE THE RESPONSIBILTY OF ELECTING OTHER BOARD MEMBERS TO THE GOVERNING BODY OF THE SOCIETY. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE TRUSTEES ARE GIVEN A COPY OF THE FORM 990 TO REVIEW AT THE BOARD MEETING. THE BOARD TREASURER SIGNS THE FORM 990 AND SUBMITS TO THE BUSINESS ADMINISTRATOR FOR SUBMISSION TO AUDITORS FOR ELECTRONIC FILING. | |
| THE WRITTEN CONFLICT OF INTEREST POLICY IS REVIEWED AND CONSISTENTLY MONITORED BY THE BOARD OF TRUSTEES ANNUALLY. | FORM 990, PART VI, SECTION B, LINE 12C | |
| WHEN APPROVING THE ANNUAL BUDGET THE BOARD OF TRUSTEES REVIEWS THE SALARY HISTORY DATA FROM NEW JERSEY ASSOCIATION OF INDEPENDENT SCHOOLS STATISTICS AND NATIONAL ASSOCIATION INDEPENDENT SCHOOLS. | FORM 990, PART VI, SECTION B, LINE 15A | |
| THE PRINCETON MONTESSORI SOCIETY HAS ALL OF THE FINANCIAL DOCUMENTS AVAILABLE UPON REQUEST. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 14,809. UNREALIZED GAIN ON INTEREST RATE SWAP 57,690. TOTAL TO FORM 990, PART XI, LINE 5: 72,499. | FORM 990, PART XI, LINE 5: |
| THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. | FORM 990, PART XII, LINE 2C: |
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