2024-04-24T16:00:48-05:00 2023-07-31 273858252 DEAN DORTON ALLEN FORD PLLC 4130 PARKLAKE AVE STE 400 RALEIGH NC 27612 990 2022-08-01 561086219 THE MONTESSORI SCHOOL OF RALEIGH INC MONT 9198481545 7005 LEAD MINE ROAD RALEIGH NC 27615 MEREDITH DIXON CHIEF FINANCIAL OFFICER 9198481545 2024-04-23 1 MEREDITH DIXON 999009999 1 H LOWELL OAKLEY JR P00077654 9198792909 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z MONICA RODRIGUEZ 7005 LEAD MINE ROAD RALEIGH NC 27615 9974827 0 X WWW.MSR.ORG X 1974 NC THE TRIANGLE'S MODERN EMBODIMENT AND MINDFUL PRACTICE OF THE TIME-PROVEN MONTESSORI PHILOSOPHY, DEVELOPING AGILE THINKERS, POISED COMMUNICATORS, AND GRACIOUS COLLABORATORS-ENGINEERS OF AUTHENTIC AND FULFILLING LIVES. 20 19 133 180 0 0 1237098 163103 8067162 9620153 8 8 122663 191563 9426931 9974827 443642 483082 0 0 5212839 6150722 0 0 343871 2701713 3184454 8358194 9818258 1068737 156569 13282887 13923699 10940316 11342233 2342571 2581466 X THE TRIANGLE'S MODERN EMBODIMENT AND MINDFUL PRACTICE OF THE TIME-PROVEN MONTESSORI PHILOSOPHY, DEVELOPING AGILE THINKERS, POISED COMMUNICATORS, AND GRACIOUS COLLABORATORS-ENGINEERS OF AUTHENTIC AND FULFILLING LIVES. 0 0 7894884 483082 9811716 THE MONTESSORI SCHOOL OF RALEIGH IS A COMMUNITY OF CHILDREN FROM INFANT (SIX WEEKS) THROUGH GRADE 12. THROUGH SELF-DIRECTED ENGAGEMENT WITH MSR'S EMBRACING CULTURE, INHERENTLY INTERDISCIPLINARY CURRICULUM, AND PURPOSEFULLY PREPARED ENVIRONMENTS, STUDENTS CONSTRUCT THEIR OWN MEANING BY FULLY INHABITING THE STUDY OF THEIR PERSONAL FASCINATIONS. IMPLICITLY AND EXPLICITLY GUIDED TOWARD MASTERY OF EVOLVING SOCIAL, EMOTIONAL, AND ACADEMIC LESSONS BY EXPERT TEACHERS, THEIR FELLOW STUDENTS, AND THEIR OWN METACOGNITIVE REFLECTIONS, THEY LEARN THE HABITS OF MIND AND OF PRACTICE THAT LEAD TO DEEP FOCUS, DISCERNMENT, UNDERSTANDING, AND MATURITY FROM THEIR EARLIEST YEARS. THROUGH THIS VIGOROUS AND ENCOMPASSING PREPARATION, STUDENTS DEVELOP THE BEDROCK COGNITIVE, EXECUTIVE, AND INTERPERSONAL SKILLSETS WIDELY RECOGNIZED AS INSTRUMENTAL FOR SUCCESS IN COLLEGE AND IN LIFE-ADVANCING FROM MSR AS AGILE THINKERS, POISED COMMUNICATORS, AND GRACIOUS COLLABORATORS, ONE AND ALL.THE UPPER SCHOOL, SERVING GRADES 9TH - 12TH, OPENED IN 2016. IT OFFERS AN OPTIONAL IB DIPLOMA PROGRAMME, WHICH IS A RIGOROUS, ACADEMICALLY CHALLENGING AND BALANCED PROGRAMME OF EDUCATION DESIGNED TO PREPARE STUDENTS FOR SUCCESS AT UNIVERSITY AND LIFE BEYOND. 7894884 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 21 0 1 133 1 0 0 0 0 0 0 0 0 0 0 0 0 X 20 19 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 NC X MEREDITH DIXON 9198481545 7005 LEAD MINE ROAD RALEIGH NC 27615 KRYSTIN KNOX EX-OFFICIO 1.00 X 0 0 0 PETER KAMARCHIK PRESIDENT 5.00 X X 0 0 0 LISA LOWE-HALL SECRETARY 4.00 X X 0 0 0 TAMARA FRANKLIN TREASURER 4.00 X X 0 0 0 TIM MEIGS VICE PRESIDENT 4.00 X X 0 0 0 MATTHEW BALDWIN TRUSTEE 2.00 X 0 0 0 CHARLES BAYLESS TRUSTEE 2.00 X 0 0 0 DUSTIN BERMUDEZ TRUSTEE 2.00 X 0 0 0 PATRICIA BRADLEY TRUSTEE 2.00 X 0 0 0 JULIE BROOKS TRUSTEE 2.00 X 0 0 0 ABDEL DARENSBURG TRUSTEE 2.00 X 0 0 0 VIRAJ DOSHI TRUSTEE 2.00 X 0 0 0 PATRICIA EGGERDING TRUSTEE 2.00 X 0 0 0 JANE GAGLIARDI TRUSTEE 2.00 X 0 0 0 DEBBIE GORDON TRUSTEE 2.00 X 0 0 0 ERIN GRANT TRUSTEE 2.00 X 0 0 0 JAMES HAM TRUSTEE 2.00 X 0 0 0 BRIAN MCNEIL TRUSTEE 2.00 X 0 0 0 MEGHAN PYLE TRUSTEE 2.00 X 0 0 0 CANDACE WATERS TRUSTEE 2.00 X 0 0 0 MONICA R PICKETT RODRIGUEZ HEAD OF SCHOOL 40.00 X 225589 0 5025 MEREDITH DIXON CHIEF FINANCIAL OFFICER 40.00 X 137333 0 9421 LAURA J NOVIA DIRECTOR OF MARKETING & COMMUNICATIONS 40.00 X 110405 0 9421 473327 0 23867 3 0 1 0 0 163103 835 163103 TUITION AND FEES 611110 8500320 8500320 STUDIO AND SUMMER CAMP 611110 435148 435148 AFTER SCHOOL FEES 611110 418487 418487 APPLICATION FEES 611110 165300 165300 TUITION PROTECTION PLA 611110 88595 88595 12303 12303 9620153 8 8 42970 0 42970 42970 42970 MISCELLANEOUS REVENUE 611110 148593 148593 148593 9974827 9811716 0 8 483082 483082 411518 172880 207583 31055 4616366 4129970 333786 152610 757893 648602 81605 27686 364945 312319 39295 13331 5364 5364 154568 154568 69660 69660 291849 142797 147871 1181 93789 93789 201061 181293 14760 5008 227154 204822 16675 5657 239891 187115 52776 450265 420964 28720 581 143903 143903 TUITION AND FEES REMISS 549344 483988 30875 34481 OTHER EDUCATIONAL RELAT 280427 271582 6604 2241 UTILITIES 166510 155675 10620 215 REPAIR & MAINTENANCE 122789 122789 187880 99795 18260 69825 9818258 7894884 1579503 343871 5081621 5913617 190700 71851 33399 68184 153250 180552 13701406 6166868 7756489 7534538 1563 67428 153394 13282887 13923699 303804 272449 5143346 5659088 5391091 5160095 102075 250601 10940316 11342233 X 2138737 2486095 203834 95371 2342571 2581466 13282887 13923699 156569 82326 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 218873 218873 218873 218873 451928 11364 244419 218873 406209 45719 451928 406209 406209 0 0 1148477 1148477 11230171 5122895 6107276 891451 616360 275091 431307 427613 3694 7534538 LEASE OBLIGATIONS 250601 250601 9474276 82326 82326 9391950 582877 582877 9974827 9235381 0 9235381 582877 582877 9818258 PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID, TUITION REFUNDS, AND TUITION DISCOUNTS PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID, TUITION REFUNDS, AND TUITION DISCOUNTS SCHEDULE D, PART V, LINE 4: DONOR HAS LIFTED RESTRICTION BUT REMAINING FUNDS ARE BEING TREATED AS "BOARD-DESIGNATED." 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 ALL MEDIA STATES THE SCHOOL'S NONDISCRIMINATORY POLICY. 1 TUITION FINANCIAL AID 64 478082 FMV SCHOLARSHIP 1 5000 FMV SCHEDULE I, PAGE 1, PART 1, LINE 2 MSR USES TUITION AID DATA SYSTEMS (TADS) AS A THIRDPARTY FINANCIAL AID ASSESSMENT TO ASSIST WITH THE DETERMINATION OF ELIGIBILITY FOR TUITION ASSISTANCE. TADS PROVIDES STANDARDIZED AND IMPARTIAL PROCESSING IN A CONFIDENTIAL SETTING (TADS.COM). MSR REVIEWS THE RECOMMENDATIONS FROM TADS AND HAS DELEGATED FINAL AWARD DETERMINATION TO THE TUITION ASSISTANCE COMMITTEE. IN 20222023, THE MEMBERS OF THE TUITION ASSISTANCE COMMITTEE WERE THE CHIEF FINANCIAL OFFICER, CONTROLLER, DIRECTOR OF ADMISSIONS & ENROLLMENT MANAGEMENT AND THE ASSOCIATE DIRECTOR OF ADMISSIONS & ENROLLMENT MANAGEMENT. MSR USES THE TADS AWARD RECOMMENDATION AS THE STARTING POINT FOR ITS REVIEW OF EACH APPLICANT'S REQUEST FOR ASSISTANCE. THE TADS RECOMMENDATION IS BASED ON THE TAX RETURN/FINANCIAL INFORMATION THAT IS SUBMITTED TO TADS WITH THE APPLICATION. FAMILIES ALSO CAN SUBMIT A LETTER TO TADS OUTLINING CHANGES TO THEIR FINANCIAL SITUATION THAT HAVE OCCURRED SINCE THE DATE OF THE FINANCIAL DATA SUBMITTED. TADS SUPPLIES THE LETTER TO MSR WITH ITS RECOMMENDATION BUT IS NOT ABLE TO CONSIDER THIS INFORMATION IN ITS AWARD RECOMMENDATION. THE SCHOOL MAKES THE FINAL DETERMINATION FOR ALL AWARDS BASED ON BUDGETED FINANCIAL AID FUNDS, NUMBER OF AID APPLICATIONS, AND PRIORITIES AS DETERMINED BY THE SCHOOL. A STUDENT'S FINAL AWARD MAY DIFFER FROM THE TADS AWARD. THE TUITION ASSISTANCE PROGRAM AT MSR IS DESIGNED TO AWARD ASSISTANCE BASED ON REPORTED FAMILY NEED WITH THE ASSUMPTION THAT PARENTS/GUARDIANS HAVE AN OBLIGATION TO FINANCE THEIR CHILDREN'S EDUCATION TO THE EXTENT THAT THEY ARE ABLE. AS SUCH, TUITION ASSISTANCE AWARDS GENERALLY DO NOT EXCEED 50% OF TUITION. THE TUITION ASSISTANCE BUDGET IS SET BY THE BOARD OF TRUSTEES EACH YEAR AS PART OF THE BUDGET APPROVAL PROCESS IN MAY. IN 2022-2023, IT WAS IDENTIFIED AS 6% OF GROSS TUITION. FAMILIES CAN APPEAL TUITION ASSISTANCE DECISIONS BY PRESENTING ADDITIONAL INFORMATION TO THE TUITION ASSISTANCE COMMITTEE. THE ADDITIONAL INFORMATION SHOULD BE PROVIDED IN WRITING. X X X X X 0 0 0 0 0 0 0 0 0 MONICA R PICKETT RODRIGUEZ HEAD OF SCHOOL 225589 0 0 0 0 0 0 0 5025 0 230614 0 0 0 A PUBLIC FINANCE AUTHORITY THE MONTESSORI SCHOOL 273866124 2015-07-16 6500000 CAP. IMP. RALEIGH & DURHAM CAMPUS 0 0 0 A 6500000 130000 2847808 3522192 1 0 0 1 A 0 0 0 0 0 0 1 A 0 1 0 0 1 0 0 0 1 A 1 PART II LINE 7 SCHEDULE K - ADDITIONAL INFORMATION $130,000 TO PAY COSTS OF ISSUANCE $5,570,000 TO PAY FOR CAPITAL IMPROVEMENTS TO RALEIGH AND DURHAM CAMPUSES FORM 990, PART VI, SECTION A, LINE 6 MEMBERS THE BOARD OF TRUSTEES ELECT NEW MEMBERS TO THE BOARD ANNUALLY. THEY ALSO APPROVE SIGNIFICANT DECISIONS OF THE GOVERNING BODY AS A GROUP. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF TRUSTEES ELECT OTHER BOARD OF TRUSTEES. FORM 990, PART VI, SECTION A, LINE 7B A MAJORITY VOTE OF APPROVAL MUST BE REACHED BY THE GOVERNING BOARD TO APPROVE SIGNIFICANT DECISIONS OF THE GOVERNING BODY AS A GROUP. FORM 990, PART VI, SECTION B, LINE 11B MSR'S BOARD OF TRUSTEES WERE PROVIDED A COPY OF THE 990 PRIOR TO SUBMISSION AND GIVEN TIME TO REVIEW AND ASK QUESTIONS IF INTERESTED. FORM 990, PART VI, SECTION B, LINE 12C IN THE EVENT A SERVICE OR BUSINESS RELATIONSHIP IS SOUGHT THAT IS RELATED TO A TRUSTEE, SAID TRUSTEE IS NOT ALLOWED TO BE INVOLVED IN THE DISCUSSION ON THAT DECISION/PROJECT AND IS NOT ALLOWED TO VOTE ON THAT GOVERNING BODY DECISION/PROJECT. FORM 990, PART VI, SECTION B, LINE 15A THE HEAD OF SCHOOL IS A BOARD EMPLOYEE MEANING THE BOARD OF TRUSTEES HANDLES ALL HIRING, SALARY NEGOTIATIONS, CONTRACT ISSUANCE/RENEWAL, ETC. THE CONTRACTS TYPICALLY ARE MULTI-YEAR. THE BOARD CONSIDERS COMPARABLE MARKET DATA AS WELL AS PAY SCALE AND OTHER PERTINENT FACTORS WHEN DETERMINING TERMS OF EMPLOYMENT AND COMPENSATION FOR THE HEAD OF SCHOOL. FORM 990, PART VI, SECTION C, LINE 19 INTERESTED PARTIES MAY SUBMIT A REQUEST IN WRITING TO THE ATTENTION OF THE CHIEF FINANCIAL OFFICER. FORM 990, PART XII, LINE 2C OVERSIGHT PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. MSR ENCORE INC 7005 LEAD MINE ROAD RALEIGH NC 27615 453801422 EDUCATION NC 501(C)(3) LINE 2 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0