2024-05-09T09:05:30-05:00 2023-06-30 310800053 CLARK SCHAEFER HACKETT & CO 4449 EASTON WAY SUITE 400 COLUMBUS OH 43219 990 2022-07-01 311708037 NEW ALBANY MONTESSORI SCHOOL NEWA 6148555267 6436 HARLEM ROAD NEW ALBANY OH 43054 DIANE R SPIEZIO PRESIDENT 6148555267 2024-05-09 1 DIANE SPIEZIO 999009999 0 NATOSHA CARR P01225377 6148852208 2024-05-09 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z DIANE R SPIEZIO 6436 HARLEM ROAD NEW ALBANY OH 43054 621539 0 X NEWALBANYMONTESSORI.COM X 2000 OH TO EDUCATE CHILDREN, APPLYING PHILOSOPHY & PRINCIPLES OF MONTESSORI METHODS. 5 3 10 40 0 0 40881 151831 541717 469177 3 3 13 528 582614 621539 12656 20274 0 0 426209 409754 0 0 0 117647 137347 556512 567375 26102 54164 839274 871198 337457 315218 501817 555980 TO EDUCATE CHILDREN, APPLYING PHILOSOPHY & PRINCIPLES OF MONTESSORI METHODS, TO ENABLE THEM TO DEVELOP THEIR INTELLECTUAL, EMOTIONAL, SPIRITUAL, MORAL & SOCIAL ABILILTIES. OUR AIM IS TO SERVE THE COMMUNITY NOW AND FOR THE FUTURE THROUGH QUALITY EDUCATION. 0 0 447640 20274 469177 TO EDUCATE CHILDREN AGES 2 1/2 - 5, APPLYING THE PHILOSOPHY AND PRINCIPLES OF THE MONTESSORI METHOD. THERE ARE CURRENTLY 54 STUDENTS OF WHICH 5 RECEIVED SCHOLARSHIPS. 447640 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 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 1 2 0 1 10 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 3 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 1 1 1 0 X DIANE R SPIEZIO 6148555267 NEW ALBANY MONTESSORI SCHOOL 6436 NEW ALBANY OH 43054 DIANE SPIEZIO PRESIDENT 45.00 X X 87250 0 0 BARBARA BACH VICE PRESIDENT 45.00 X X 89944 0 0 SCOTT MURRAY TREASURER 0.50 X X 0 0 0 FRED RUTZ TRUSTEE 0.50 X 0 0 0 JUDY CORNELL TRUSTEE 0.50 X 0 0 0 177194 0 0 0 0 0 0 0 151799 32 151831 TUITION 611600 462157 462157 REGISTRATION & APPLICA 611600 7020 7020 469177 3 3 528 0 528 528 621539 469177 0 531 20274 20274 177194 88597 88597 183794 183794 18624 18624 30142 27128 3014 19572 2180 17392 6501 6501 13535 10510 3025 35656 32090 3566 14214 12793 1421 25796 23216 2580 10587 10587 BAD DEBT 8452 8452 MISCELLANEOUS 1180 1062 118 TEACHER TRAINING 535 535 BANK SERVICE CHARGES 335 335 984 962 22 567375 447640 119735 0 92431 157118 13870 6445 1263582 556322 732598 707260 375 375 839274 871198 59500 84184 277957 231034 337457 315218 X 501817 555980 501817 555980 839274 871198 54164 0 X X 1 X 0 0 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 282215 282215 459097 240465 218632 347640 161666 185974 135030 116354 18676 39600 37837 1763 707260 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 NON-DISCRIMINATORY POLICY IS DISCLOSED ON ALL PROGRAMS, CURRICULUM INFORMATION AND APPLICATIONS MAILED OR PRESENTED TO CURRENT AND PROSPECTIVE FAMILIES. 1 TUITION SCHOLARSHIPS 5 20274 FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION HAS NO COMMITTEES ORGANIZED UNDER THE BOARD DUE TO THE SMALL SIZE OF THE BOARD ITSELF. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD MEMBERS EACH RECEIVE A COPY OF THE FORM 990. THE TREASURER REVIEWS THE FORM 990 WITH THE ADMINISTRATOR SIGNING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY BY EACH BOARD MEMBER. A CONFLICT OF INTEREST IS PRESENT WHEN, IN THE JUDGEMENT OF THE BOARD OF DIRECTORS, AN INSIDER'S STAKE IN THE TRANSACTION IS SUCH THAT IT REDUCES THE LIKELIHOOD THAT AN INSIDER'S INFLUENCE CAN BE EXERCISED IMPARTIALLY IN THE BEST INTERESTS OF THE SCHOOL. IF A CONFLICT OF INTEREST ARISES, EACH INSIDER SHALL DISCLOSE TO THE BOARD ALL MATERIAL FACTS REGARDING HIS OR HER INTEREST IN THE TRANSACTION, PROMPTLY UPON LEARNING OF THE PROPOSED TRANSACTION. WITH REGARD TO AN INSIDER, THE BOARD SHALL DETERMINE IF A CONFLICT OF INTEREST EXISTS. THE INSIDER(S) AND ANY OTHER INTERESTED PERSON(S) INVOLVED WITH THE TRANSACTION SHALL NOT BE PRESENT DURING THE BOARD'S DISCUSSION OR DETERMINATION OF WHETHER A CONFLICT OF INTEREST EXISTS. AFTER EXERCISING DUE DILIGENCE, WHICH MAY INCLUDE INVESTIGATING THE ALTERNATIVES THAT PRESENT NO CONFLICT, THE BOARD SHALL DETERMINE WHETHER THE TRANSACTION IS IN THE SCHOOL'S BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE TO THE SCHOOL; THE MAJORITY OF DISINTERESTED MEMBERS OF THE BOARD THEN IN OFFICE MAY APPROVE THE TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15 A SALARY SURVEY FROM A PROFESSIONAL ORGANIZATION IS USED FOR COMPARABILITY DATA. THE INDEPENDENT BOARD MEMBERS USE THIS INFORMATION TO VOTE ON THE SALARIES OF THE PRESIDENT AND VICE PRESIDENT. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 1 THE ORGANIZATION USES A MODIFIED CASH METHOD OF ACCOUNTING.