2024-03-07T12:20:58-06:00 2023-06-30 042734675 DANIEL DENNIS & COMPANY LLP 990 WASHINGTON STREET STE 203 DEDHAM MA 02026 990 2022-07-01 562451021 HILL VIEW MONTESSORI FOUNDATION INC HILL 9785212616 75 FOUNDATION AVENUE HAVERHILL MA 01835 LISA PLOURDE PRESIDENT 9785212616 2024-03-05 LISA PLOURDE 999009999 0 KRISTOFFER LANE P01446126 6172629898 2024-03-05 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z LISA PLOURDE 75 FOUNDATION AVENUE HAVERHILL MA 01835 137892 0 X N/A X 2004 MA TO PROMOTE THE FINANCIAL WELL-BEING OF THE HILL VIEW MONTESSORI CHARTER PUBLIC SCHOOL (THE SCHOOL) BY SOLICITING, RECEIVING AND ADMINISTIRING FUNDS FOR OPERATION AND MAINTENANCE OF THE SCHOOL. 4 4 0 4 0 0 0 0 87925 84560 137 395 46371 47798 134433 132753 0 0 0 0 0 0 0 0 0 197663 129318 197663 129318 -63230 3435 2522140 2414965 2423516 2312906 98624 102059 SEE PART I, LINE 1 0 0 129318 117940 TO PROVIDE ENHANCEMENT OF EDUCATIONAL OPPORTUNITIES IN THE HAVERHILL AREA BY PROVIDING SUPPORT TO THE HILL VIEW MONTESSORI CHARTER PUBLIC SCHOOL. 129318 1 0 0 0 0 0 0 0 0 1 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 4 4 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 0 0 0 MA X ALINE LANGONE 6175862512 75 FOUNDATION AVENUE HAVERHILL MA 01835 X LISA PLOURDE PRESIDENT 1.00 X X 0 0 0 LOGAN SEALE SECRETARY 1.00 X X 0 0 0 CYNTHIA MARIE TREASURER 1.00 X X 0 0 0 ANDREA KWIATKOWSKI DIRECTOR 1.00 X 0 0 0 0 0 0 0 0 0 0 0 INTEREST INCOME 531120 84560 84560 84560 395 395 32985 0 32985 32985 32985 19952 5139 14813 14813 132753 117940 0 14813 83644 83644 SHOOL CREDIT OFFSET- BI 32450 32450 CONTRIBUTIONS 13135 13135 OUTSIDE BUSINESS SERVIC 89 89 129318 129318 0 0 89486 79487 2432654 2335478 2522140 2414965 12545 2408365 2310273 2606 2633 2423516 2312906 X 98624 102059 98624 102059 2522140 2414965 3435 0 X X 0 1 X 1 0 X X 1 HILL VIEW MONTESSORI CHARTER PUBLIC SCHOOL 202684259 6 1 13135 0 1 13135 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 X PART IV, SECTION E, LINE 1C: THE ORGANIZATION WAS ESTABLISHED EXCLUSIVELY FOR THE BENEFIT OF, TO SUPPORT FINANCIALLY THE FUNCTIONS OF, AND TO CARRY OUT THE PURPOSES OF THE HILL VIEW MONTESSORI CHARTER PUBLIC SCHOOL. SUPPORT FINANCIALLY IS PROVIDED IN THE FORM OF FUNDRAISING FOR THE SCHOOL, AND CONTRIBUTIONS MADE TO THE SCHOOL FROM THE ORGANIZATION. 8000 8000 8000 8000 8000 8000 8000 8000 8000 8000 0 0 0 PROGRAM RELATED INVESTMENTS 2335478 C 2335478 SECURITY DEPOSITS 2633 2633 X PART V, LINE 4: THE ENDOWMENT FUND IS TO BE INVESTED AND ONLY THE INCOME EARNED ON THE PRINCIPAL MAY BE SPENT TO SUPPORT THE FOUNDATION'S FUNDRAISING GOALS AND TO SUPPORT THE HILL VIEW MONTESSORI CHARTER PUBLIC SCHOOL PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM INCOME TAXES AS A NON-PROFIT CORPORATION UNDER SECTION 501(C)(3) OF THE U.S. INTERNAL REVENUE CODE AND IS ALSO EXEMPT FROM STATE INCOME TAXES, EXCEPT FOR INCOME TAXES ON UNRELATED BUSINESS INCOME, IF ANY. FOR THE YEAR ENDED JUNE 30, 2023, THE FOUNDATION HAD NO UNRELATED BUSINESS INCOME SUBJECT TO INCOME TAXES. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN INCLUDED IN THESE FINANCIAL STATEMENTS.THE FOUNDATION EVALUATES TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN ITS TAX RETURNS TO DETERMINE WHETHER THE TAX POSITIONS ARE MORE-LIKELY-THAN-NOT OF BEING SUSTAINED BY THE APPLICABLE FEDERAL OR STATE AUTHORITY. THE FOUNDATION HAS EVALUATED THE TAX POSITIONS TAKEN IN ITS PREVIOUSLY FILED RETURNS AND THOSE EXPECTED TO BE TAKEN IN ITS 2022 RETURNS AND BELIEVES THEY ARE MORE-LIKELY-THAN-NOT TO BE SUSTAINED IF EXAMINED BY FEDERAL OR STATE TAX AUTHORITIES. THE FOUNDATION'S RETURNS ARE SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAX AUTHORITIES FOR UP TO A THREE YEAR PERIOD AFTER THE RETURNS HAVE BEEN FILED (2021-2022). A MASSACHUSETTS DEVELOPMENT FINANCE AGENCY 043217458 2009-11-01 3300000 PURCHASE AND REHABILITATION OF BUILDING 0 0 0 A 3300000 66000 3217500 16500 0 0 1 1 A 0 0 0 0 0 0 0 0 0 A 0 FORM 990, PART VI, SECTION A, LINE 8B THE HVM BOARD OF TRUSTEES DO NOT HAVE ANY SUBCOMMITTEES. FORM 990, PART VI, SECTION B, LINE 11B THE FEDERAL FORM 990 IS PREPARED BY OUR INDEPENDENT AUDITORS AND PROVIDED TO MANAGEMENT UPON COMPLETION. MANAGEMENT FORWARDS THE 990 TO THE BOARD OF TRUSTEES AND THE 990 IS DISCUSSED AT THE NEXT BOARD MEETING. AT THIS MEETING, THE 990 IS APPROVED TO BE FILED BY THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C HILL VIEW MONTESSORI FOUNDATION, INC. REQUIRES EACH BOARD MEMBER TO ANNUALLY DISCLOSE ANY CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION C, LINE 19 HILL VIEW MONTESSORI FOUNDATION, INC. MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: NO CHANGES FROM PRIOR YEAR