2024-04-23T13:30:46-05:00 2023-06-30 930900579 MCDONALD JACOBS PC 121 SW SALMON ST STE 1100 PORTLAND OR 97204 990 2022-07-01 460878707 THE PORTLAND MONTESSORI SCHOOL PORT 5036882992 205 NE 50TH AVE PORTLAND OR 97213 JESSICA WILLEY BOARD PRESIDENT 5036882992 2024-04-22 1 JESSICA WILLEY 999009999 0 SANG AHN P00540880 5032270581 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JESSICA WILLEY 205 NE 50TH AVE PORTLAND OR 97213 2452062 0 X WWW.PORTLANDMONTESSORI.ORG X 2012 OR GUIDES EACH CHILD'S JOYFUL QUEST TO REACH INTELLECTUAL, SPIRITUAL, SOCIAL AND EMOTIONAL POTENTIAL. 9 9 55 50 0 0 661015 654650 1764860 1716128 609 5775 -16683 29035 2409801 2405588 0 0 0 0 1581795 1736668 0 0 0 465928 580815 2047723 2317483 362078 88105 773625 2438023 215372 1791665 558253 646358 THE PORTLAND MONTESSORI SCHOOL GUIDES EACH CHILDS JOYFUL QUEST TO REACH HIS OR HER INTELLECTUAL, SPIRITUAL, SOCIAL AND EMOTIONAL POTENTIAL WITHIN A DIVERSE, NURTURING LEARNING COMMUNITY AS WE ADHERE TO THE MONTESSORI PRINCIPLES OF THE ASSOCIATION MONTESSORI INTL. 0 0 2141102 1727486 THE SCHOOL EDUCATES CHILDREN FROM AGES 15 - 30 MONTHS IN OUR TODDLER PROGRAM, 2 1/2 TO 6 IN ITS PRIMARY PROGRAM AND STUDENTS IN GRADES ONE THROUGH SIX IN ITS ELEMENTARY PROGRAM, ACCORDING TO THE MONTESSORI METHOD. ADDITIONALLY, AFTER SCHOOL ENRICHMENT PROGRAMS AND SCHOOL BREAK CAMPS ARE OFFERED. 2141102 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 5 0 55 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 1 1 1 1 0 OR X SUSAN MATLACK JONES & ASSOCIATES 5032429360 2525 SW 1ST AVE 201 PORTLAND OR 97201 DENIZ CONGER INTERIM EXECUTIVE DIRECTOR 40.00 X 32840 0 736 JESSICA WILLEY PRESIDENT 2.00 X X 0 0 0 LISA TRAXLER SECRETARY 2.00 X X 0 0 0 JESSICA CARTER EXECUTIVE DIRECTOR 40.00 X 74184 0 6023 ANDREA SOMMER TREASURER 1.00 X X 0 0 0 JENI AXLINE VUICE PRESIDENT 1.00 X X 0 0 0 LARA SMITH BOARD MEMBER 2.00 X X 0 0 0 COURTNEY MCFATE BOARD MEMBER 1.00 X 0 0 0 EMMA ANHOLT BOARD MEMBER 1.00 X 0 0 0 NAURRY KWON BOARD MEMBER 2.00 X 0 0 0 MATTHEW BAIRD BOARD MEMBER 1.00 X 0 0 0 ABBY MILLER BOARD MEMBER 1.00 X 0 0 0 BARBARA PESCHIERA BOARD MEMBER 1.00 X 0 0 0 MARY STATA BOARD MEMBER 1.00 X 0 0 0 JOANNA PERINI-ABBOTT BOARD MEMBER 1.00 X 0 0 0 JONATHAN MYERS EXECUTIVE DIRECTOR 40.00 X 0 0 0 107024 0 6759 0 0 0 0 0 22062 632588 654650 TUITION REVENUE 611600 1466549 1466549 PROGRAM INCOME 611710 249579 249579 1716128 5775 5775 64151 22062 46474 17677 17677 MISCELLANEOUS 900099 11358 11358 11358 2405588 1727486 0 23452 137325 126339 10986 1320036 1214433 105603 142108 130739 11369 137199 126223 10976 36542 31792 4750 9050 7874 1176 35140 30572 4568 2388 2149 239 73178 64771 8407 2778 2361 417 240176 232971 7205 6595 5606 989 27866 23686 4180 PROGRAM SUPPLIES 106308 103118 3190 PROPERTY MAINT & REPAIR 37924 36028 1896 2870 2440 430 2317483 2141102 176381 0 250 278 677047 874262 2400 27882 15554 289645 243348 52892 46297 15554 1499232 773625 2438023 70601 98812 44044 142806 115576 1965 1533233 215372 1791665 X 558253 646358 558253 646358 773625 2438023 88105 0 X X 1 X 0 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 16580 3685 12895 273065 239663 33402 46297 OPERATING RIGHT-OF-USE ASSET 1499232 1499232 LEASE LIABILITY 1533233 1533233 X PART X, LINE 2: THE SCHOOL FOLLOWS THE PROVISIONS OF FASB ASC TOPIC 740 ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT HAS EVALUATED THE SCHOOL'S TAX POSITIONS AND CONCLUDED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH PROVISIONS OF THIS TOPIC. 1 1 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 RACIAL NONDISCRIMINATORY POLICY IS MADE KNOWN THROUGH WRITTEN COMMUNICATION AND HAS BEEN PUBLISHED IN NEWSPAPER. SCHEDULE E, PART I, LINE 4 WHILE WE HAVE NOT COLLECTED RACIAL COMPOSITION OR THE RACIAL COMPOSITION OF FINANCIAL ASSISTANCE RECORDS PREVIOUSLY, WE WILL BEGIN TO DO SO. CONTRIBUTIONS HAVE NOT YET BEEN SOLICITED AT THIS TIME. FORM 990, PART VI, SECTION A, LINE 8B NO COMMITTEES HAVE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WILL BE PROVIDED TO MEMBERS OF THE BOARD OF DIRECTORS AND REVIEWED BY THEM AT A BOARD MEETING HELD BEFORE FILING OF THE FORM 990. FORM 990, PART VI, SECTION B, LINE 15 BUDGET IS REVIEWED BY THE BOARD ANNUALLY, SALARIES ARE BASED ON JOB RESPONSIBILITY AND CURRENT MARKET VALUE. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. PART XII LINE 2C THE PROCESS FOR FINANCIAL OVERSIGHT HAS NOT CHANGED FROM PRIOR YEAR.