2026-04-09T12:50:47-05:00 2025-06-30 332621854 CRI CAPIN CROUSE ADVISORS LLC 345 MASSACHUSETTS AVE STE 300 INDIANAPOLIS IN 46204 990 2024-07-01 840536045 DENVER MONTESSORI SOCIETY DENV 3037569441 1460 SOUTH HOLLY DENVER CO 80222 JULIE BRAGDON HEAD OF SCHOOL 3037569441 2026-04-09 1 0 ANDREA SALAMY P00705827 5055022746 2026-04-09 2024 2025-03-06 01:10:19Z MONTESSORI SCHOOL OF DENVER AND HORIZONS MONTESSORI SCHOOL OF DENVER JULIE BRAGDON 1460 SOUTH HOLLY DENVER CO 80222 11330164 0 X WWW.MONTESSORIDENVER.ORG X 1964 CO WE SUPPORT AND NURTURE A CHILD'S DEVELOPMENT IN: PHYSICAL, INTELLECTUAL, LANGUAGE, AND SOCIAL. 17 17 133 160 0 0 948327 784588 8569491 9089600 105269 156920 -32853 -56106 9590234 9975002 520425 593625 0 0 6446268 7035385 0 163357 735303 2577010 2580858 9543703 10373225 46531 -398223 16234627 18821593 9964267 12827741 6270360 5993852 MONTESSORI SCHOOL OF DENVER (MSD) IS A DYNAMIC EDUCATIONAL ENVIRONMENT EMPOWERING STUDENTS TO USE DIVERSE KNOWLEDGE AND EXPERIENCES TO REACH THEIR FULL POTENTIAL AND DO GOOD IN THE WORLD. MSD IS ACCREDITED BY ACIS AND THE AMERICAN MONTESSORI SOCIETY. 0 0 8307879 593625 9089600 THE DENVER MONTESSORI SOCIETY IS A NONPROFIT CORPORATION DOING BUSINESS AS MONTESSORI SCHOOL OF DENVER. THE SCHOOL IS AN ACCREDITED (ACIS AND AMS), COEDUCATIONAL, NONSECTARIAN DAY SCHOOL, USING THE MONTESSORI TEACHING PHILOSOPHY AND INCORPORATING BEST EDUCATIONAL PRACTICES FOR CHILDREN TWO THROUGH FOURTEEN YEARS OF AGE. THE SCHOOL BEGINS WITH OUR TODDLER PROGRAM FOR STUDENTS TWO AND THREE YEARS OF AGE. THE PRIMARY PROGRAM SERVES STUDENTS AGES THREE THROUGH SIX OR PRESCHOOL THROUGH KINDERGARTEN. THE LOWER ELEMENTARY PROGRAM IS 1ST GRADE THROUGH 3RD GRADE STUDENTS, THE UPPER ELEMENTARY PROGRAM IS FOR 4TH THROUGH 5TH GRADE STUDENTS, AND THE MIDDLE SCHOOL PROGRAM IS 6TH THROUGH 8TH GRADE STUDENTS. IN 2025, WE HAD 12 STUDENTS GRADUATE FROM 8TH GRADE. 8307879 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 0 1 0 1 0 0 0 0 1 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 1 8 0 1 133 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 17 17 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X JESSE AERNI 3037569441 1460 SOUTH HOLLY DENVER CO 80222 CRISTIN BROWN CHAIR 1.00 X X 0 0 0 BROOKE FLAVIN VICE CHAIR 1.00 X X 0 0 0 VINCENT DIPIETRO TREASURER 3.00 X X 0 0 0 LORIEN BUTLER SECRETARY 1.00 X X 0 0 0 JENNIFER TARIN EXECUTIVE TRUSTEE 1.00 X X 0 0 0 BEN SCHEIER TRUSTEE 1.00 X 0 0 0 CHRIS VASCARDI TRUSTEE 1.00 X 0 0 0 GREG BLANCHARD TRUSTEE 1.00 X 0 0 0 KIMBERLY TROGGIO TRUSTEE 1.00 X 0 0 0 LUCAS BARROWMAN TRUSTEE 1.00 X 0 0 0 MARK TWAROGOWSKI TRUSTEE 1.00 X 0 0 0 SHILPA ARORA TRUSTEE 1.00 X 0 0 0 SCOTT PORTER TRUSTEE 1.00 X 0 0 0 REBECCA COOPERMAN TRUSTEE 1.00 X 0 0 0 BECKY COOPERMAN TRUSTEE 1.00 X 0 0 0 JESSE RUSSELL TRUSTEE 1.00 X 0 0 0 TIMOTHY HOFFMAN TRUSTEE 1.00 X 0 0 0 JULIE BRAGDON HEAD OF SCHOOL 40.00 X 308859 0 29541 CHRISTINE FABIAN DIR. OF FINANCIAL OPERATIONS (PART YEAR) 40.00 X 157012 0 1177 JESSE AERNI DIR. OF FINANCIAL OPERATIONS 40.00 X 0 0 0 ANNE HEWETSON DEAN OF PROGRAM 40.00 X 133219 0 11167 RACHEL NORTHROP DIRECTOR OF EARLY CHILDHOOD 40.00 X 107738 0 9037 TARA KEENE DIR. OF DEVELOPMENT 40.00 X 102096 0 7937 808924 0 58859 5 0 1 0 CITY WIDE FACILITY SOLUTIONS OF COLORADO 4B INVERNESS COURT EAST SUITE 280 ENGLEWOOD CO 80112 CUSTODIAL SERVICES 231921 SHEARS ADKINS ROCKMORE ARCHITECTS 1550 WYKOOP STREET SUITE 100 PHILADELPHIA PA 19182 ARCHITECTUAL SERVICES 153893 COMMUNITY COUNSELING SERVICE LLC PO BOX 824885 PHILADELPHIA PA 19182 FUNDRAISING SERVICES 125000 3 223031 561557 4825 784588 TUITION AND FEES 611110 9037950 9037950 SUMMER ENRICHMENT PROG 611110 51650 51650 9089600 64186 64186 1332015 1239281 92734 92734 92734 54815 223031 104503 -49688 -49688 4960 11378 -6418 -6418 9975002 9089600 0 100814 593625 593625 463738 241144 162308 60286 5195214 4495634 402032 297548 125222 93917 30053 1252 842636 510822 247144 84670 408575 322766 62682 23127 28681 28681 42211 42211 163357 163357 22458 22458 17865 2103 701 15061 95892 74868 21024 122180 21971 80664 19545 218787 161093 9535 48159 634178 581974 52204 317777 292355 25422 628753 576189 52564 STUDENT ACTIVITES 308785 308785 PROFESSIONAL DEVELOPMEN 141833 105501 35058 1274 1458 1458 10373225 8307879 1330043 735303 483302 480182 1275270 3041886 235000 54998 110169 36029 23112 84173 168676 20080172 8938290 11156130 11141882 2015770 2425995 959788 1062082 169167 132609 16234627 18821593 365987 404402 1140526 4184373 8287530 8102509 170224 136457 9964267 12827741 X 5667826 5094978 602534 898874 6270360 5993852 16234627 18821593 -398223 121715 0 X 0 1 X 1 0 X 1230981 677701 676542 948327 784588 4318139 1230981 677701 676542 948327 784588 4318139 32484 4285655 33680 84893 128351 105269 64186 416379 1763 1763 4736281 39068739 0.90490 0.90450 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2023 AMOUNT: $ 1,763. SCHEDULE A, PART II THE ORGANIZATION IS A SCHOOL AS DESCRIBED UNDER 170(B)(1)(A)(II) AND IS NOT REQUIRED TO COMPLETE A PUBLIC SUPPORT SCHEDULE. SCHEDULE A, PART II IS COMPLETED TO VERIFY THE SCHOOL CAN QUALIFY UNDER PUBLIC CHARITY STATUS SECTION 170(B)(1)(A)(VI) AND, THEREFORE, QUALIFIES TO USE THE FIRST LISTED SPECIAL RULE FOR SCHEDULE B REPORTING. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 601792 35249 637041 266138 300000 35654 601792 215195 50943 266138 242461 -27266 215195 199808 50 42603 242461 0.00000 1.00000 0.00000 0 0 1484874 1484874 13052722 5726461 7326261 2660903 1088519 1572384 2487893 1933317 554576 393780 189993 203787 11141882 CORPORATE BONDS 1023163 F US TREASURIES 38919 F 1062082 FINANCING LEASE OBLIGATIONS 136457 136457 9595057 121715 115881 237596 9357461 22458 595083 617541 9975002 9871565 115881 115881 9755684 22458 595083 617541 10373225 PART V, LINE 4: THE SCHOOL HAS THREE ENDOWMENT FUNDS. THE OBJECTIVE OF THE TRACY COLLINS SCHWARTZ ENDOWMENT IS TO PROVIDE CONTINUED GROWTH IN SUPPORT OF AN ANNUAL EVENT BENEFITING ALL SCHOOL STUDENTS. ANNUAL DISTRIBUTIONS WILL BE MADE FROM THE ENDOWMENT ONCE THE FUND HAS ACCUMULATED ENOUGH EARNINGS TO SUPPORT THE ANNUAL EVENT. THE OBJECTIVE OF THE MSD ENDOWMENT IS TO PROVIDE SUPPORT FOR ANNUAL OPERATING EXPENSES. THE OBJECTIVE OF THE SABBATICAL ENDOWMENT IS TO PROVIDE SUPPORT FOR ANNUAL SABBATICAL PROGRAM EXPENSES. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSE 104,503. COST OF GOODS SOLD 11,378. PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS 593,625. MISC EXPENSE RECORDED AS REVENUE 1,458. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSE 104,503. COST OF GOODS SOLD 11,378. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS 593,625. MISC EXPENSE RECORDED AS REVENUE 1,458. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THE ORGANIZATION CURRENTLY ENROLLS STUDENTS OF RACIAL MINORITY GROUPS IN MEANINGFUL NUMBERS CONSISTENT WITH THE PUBLICITY EXCEPTION FOUND IN REV. PROC. 75-50 SECTION 4.03(2)(C). THEY ALSO HAVE THE NONDISCRIMINATORY POLICY ON THE FRONT PAGE OF THE WEBSITE. 1 COMMUNITY COUNSELING SERVICE LLC PO BOX 824885 PHILADELPHIA PA 19182 CONSULTING 0 0 163357 -163357 163357 -163357 ANNUAL AUCTION 261295 216956 44339 17800 39610 14250 19102 FALL HARVEST 16551 6075 10476 6367 4581 2793 277846 223031 54815 17800 45977 18831 21895 104503 -49688 SCHEDULE G, PART I, LINE 2B, COLUMN (V) THE PROFESSIONAL FUNDRAISING SERVICES WERE CONSULTING IN NATURE, NO GROSS RECEIPTS WERE DIRECTLY GENERATED FROM THE SERVICES PROVIDED. 1 SCHOLARSHIPS 56 593625 PART I, LINE 2: SCHOLARSHIPS ARE AWARDED TO STUDENTS BASED ON NEED. THE SCHOOL'S POLICY IS TO AWARD SCHOLARSHIPS UP TO 50% OF THE COST OF TUITION BUT IN EXCEPTIONAL CIRCUMSTANCES THE AMOUNT CAN BE ADJUSTED AT THE DISCRETION OF THE TUITION ASSISTANCE COMMITTEE. IN ADDITION, STAFF TUITION DISCOUNTS ARE AWARDED TO THE CHILDREN OF FULLTIME EMPLOYEES. SCHOOL POLICY IS TO PROVIDE FULL TIME EMPLOYEES A TUITION DISCOUNT OF 50% OF THE COST OF TUITION. TUITION DISCOUNTS TOTALED $232,000 IN FISCAL YEAR 2025. THESE ARE REPORTED AS COMPENSATION EXPENSES ON THE FORM 990. NO CASH CHANGES HANDS, AND FUNDS ARE APPLIED DIRECTLY TO STUDENT ACCOUNTS. X X X 0 0 0 0 0 0 0 1 0 JULIE BRAGDON HEAD OF SCHOOL 292859 0 16000 0 0 0 29541 0 0 0 338400 0 0 0 CHRISTINE FABIAN DIR. OF FINANCIAL OPERATIONS (PART Y 157012 0 0 0 0 0 1177 0 0 0 158189 0 0 0 PART I, LINE 7 THE BOARD APPROVED NONFIXED PAYMENTS MADE IN THE FORM OF DISCRETIONARY BONUSES. A COLORADO EDUCATIONAL AND CULTURAL FACILITIES AUTHORITY 840896727 000000000 2021-05-27 8907970 REFUND THE SERIES 2018A & 2018B BONDS ISSUED 7/13/2018 TO FUND CAPITAL IMP. 0 0 0 A 756720 8907970 8907970 2014 1 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 1 0 1 A 0 1 0 0 0 0 0 0 1 A 1 FORM 990, PART VI, SECTION A, LINE 6 SOCIETY MEMBERSHIP SHALL BE CONFERRED UPON ALL PARENTS OF CHILDREN CURRENTLY ENROLLED AT THE SCHOOL, ALL SCHOOL STAFF, AND MEMBERS OF THE BOARD OF TRUSTEES. PERSONS HOLDING SOCIETY MEMBERSHIP ARE REFERRED TO AS "SOCIETY MEMBERS." SOCIETY MEMBERS MAY VOTE AT ELECTIONS FOR THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION A, LINE 7A SOCIETY MEMBERS ELECT TRUSTEES-AT-LARGE. SOCIETY MEMBERS HAVE ONE VOTE FOR EACH OF THE NUMBER OF TRUSTEES-AT-LARGE TO BE ELECTED. FACULTY MEMBER TRUSTEES ARE APPOINTED BY THE HEAD OF THE SCHOOL. THE HEAD OF THE SCHOOL AND THE CHAIR OF THE BOARD HAVE THE DISCRETION TO REMOVE FACULTY MEMBER TRUSTEES AT ANY TIME. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS PREPARED BY AN INDEPENDENT TAX PREPARER AND REVIEWED IN DETAIL BY THE FINANCE COMMITTEE. THE REVIEWED FORM 990 IS THEN PROVIDED TO THE BOARD OF DIRECTORS PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE VOTING MEMBERS OF THE BOARD OF TRUSTEES AND KEY EMPLOYEES YEARLY SIGN THE CONFLICT OF INTEREST POLICY AND COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE. THER FORMS ARE REVIEWED BY THE EXECUTIVE TEAM OF THE BOARD. IF A CONFLICT IS FOUND THEN THE INDIVIDUAL WOULD ABSTAIN FROM VOTING AND DELIBERATIONS ON THE MATTER. FORM 990, PART VI, SECTION B, LINE 15 LINE 15A: THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES DETERMINES THE COMPENSATION OF THE HEAD OF SCHOOL. THE EXECUTIVE COMMITTEE USES COMPARABILITY DATA FROM THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS (NAIS), THE COLORADO ASSOCIATION OF INDEPENDENT SCHOOLS (ACIS) AND OTHER STATEWIDE ASSOCIATIONS OF INDEPENDENT SCHOOLS. THE PROCESS IS DOCUMENTED IN THE HR FILES. LINE 15B: THE HEAD OF SCHOOL DETERMINES THE COMPENSATION OF THE DIRECTOR OF FINANCIAL OPERATIONS USING MARKET COMPARISONS. THE PROCESS IS DOCUMENTED IN THE HR FILES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.