2024-06-14T13:38:48-05:00 2023-07-31 541498950 RENNER AND COMPANY CPA PC 700 NORTH FAIRFAX STREET SUITE 400 ALEXANDRIA VA 22314 990 2022-08-01 060907709 ASSOCIATION MONTESSORI INTERNATIONAL OF THE UNITED STATES ASSO 7037469919 1421 PRINCE STREET 350 ALEXANDRIA VA 22314 AYIZE SABATER EXECUTIVE DIRECTOR 7037469919 2024-06-14 1 AYIZE SABATER 999009999 1 ADRIEL HENRIQUEZ BAIRES CPA P01822536 7035351200 2024-06-14 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z AYIZE SABATER 1421 PRINCE STREET 350 ALEXANDRIA VA 22314 2432582 0 X WWW.AMIUSA.ORG X 1972 DC ASSOCIATION MONTESSORI INTERNATIONAL OF THE UNITED STATES (AMI/USA) BRINGS THE PRINCIPLES OF DR. MARIA MONTESSORI TO THE EDUCATION OF CHILDREN, TO HELP THEM ATTAIN THEIR FULL POTENTIAL IN OUR SOCIETY. 8 8 14 8 119914 0 227884 351295 1241014 1362757 102274 69491 47472 35924 1618644 1819467 0 0 0 0 572293 745623 0 0 122337 891225 1474480 1463518 2220103 155126 -400636 2468638 2069127 449424 508589 2019214 1560538 TO BRING THE PRINCIPLES OF DR. MARIA MONTESSORI TO THE EDUCATION OF CHILDREN, TO HELP THEM ATTAIN THEIR FULL POTENTIAL IN OUR SOCIETY. 0 0 822776 600482 ADVOCATING FOR POLICIES THAT SUPPORT THE RIGHTS OF CHILDREN AND INCREASE THE AVAILABILITY OF MONTESSORI EDUCATION TO ALL CHILDREN. THIS IS ACHIEVED THROUGH AFFILIATION WITH OTHER NATIONAL AND INTERNATIONAL EDUCATION AND HUMAN RIGHTS GROUPS. 505621 481696 TO FURTHER THE PROFESSIONAL DEVELOPMENT OF ADULTS WHO EDUCATE CHILDREN USING THE MONTESSORI METHOD, THE ANNUAL REFRESHER COURSE AND WORKSHOPS ARE CONDUCTED ANNUALLY. THE CONFERENCE, ATTENDED BY MONTESSORI TEACHERS, SCHOOL ADMINISTRATIVE PERSONNEL, CLASSROOM ASSISTANTS, AND PARENTS, FOCUSED ON HONING TECHNIQUES OF ALL THOSE WHOSE LIFE'S PURPOSE IS IMPROVING THE CONDITION OF CHILDREN IN OUR SOCIETY. PARTICIPANTS TRAVELED FROM 30 STATES, THE U.S. VIRGIN ISLANDS, AND 6 FOREIGN COUNTRIES. SPANNING THREE AND ONE-HALF DAYS, AND FEATURING MORE THAN 20 NOTED SPEAKERS, PARTICIPANTS LEARNED NEW STRATEGIES TO ASSIST THEM IN THEIR DAY-TO-DAY WORK. 290924 196589 AMI/USA FACILITATES CONSULTATION VISITS FOR SCHOOLS THAT ARE AMI-MONTESSORI SCHOOLS WITH AMI CONSULTANTS. THE CONSULTANTS ARE EXPERTS IN THE FIELD OF MONTESSORI EDUCATION. APPROXIMATELY 90% OF THE CONSULTANTS CURRENTLY HOLD POSITIONS AT MONTESSORI TEACHER TRAINING CENTERS OR MONTESSORI SCHOOLS. THE REMAINDER HAVE HELD POSITIONS IN THE PAST AND ARE CURRENTLY RETIRED FROM THOSE POSITIONS. THIRTY-FOUR CONSULTANTS MADE 113 TRIPS TO 85 SCHOOLS THAT WERE DUE FOR REQUIRED VISITS. IN ADDITION TO THE CLASSROOM OBSERVATIONS, 35 PARENT TALKS AND TEACHER WORKSHOPS WERE CONDUCTED. 1619321 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 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 0 0 0 1 57 0 14 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X THE ORGANIZATION 7037469919 1421 PRINCE STREET 350 ALEXANDRIA VA 22314 KALINDA BASS-BARLOW CHAIR 5.00 X X 0 0 0 JORDAN GORDON TREASURER 5.00 X X 0 0 0 ALVA WALLER DIAL SECRETARY 5.00 X X 0 0 0 JACQUI MILLER HRJS CO-FACILITATOR 5.00 X 0 0 0 MICHELLE BECKA DIRECTOR 5.00 X 0 0 0 TIM NEE DIRECTOR 5.00 X 0 0 0 DALLAS NELSON GOVERNANCE, COMMITTEE CHAIR 5.00 X 0 0 0 FRANK VINCENT DIRECTOR 5.00 X 0 0 0 AYIZE SABATER EXECUTIVE DIRECTOR 40.00 X X 116511 0 8748 116511 0 8748 1 0 0 0 0 77756 273539 351295 MEMBERSHIP DUES 900099 564558 564558 CONFERENCES, SEMINARS, 900099 481696 481696 CONSULTATIONS 900099 196589 196589 ADVERTISING 541800 119914 119914 1362757 50591 50591 577121 558221 18900 18900 18900 85553 54894 30659 30659 OTHER INCOME 900099 5265 5265 5265 1819467 1278767 119914 69491 X 154541 96225 41512 16804 488973 304458 131346 53169 50094 31191 13456 5447 52015 32387 13972 5656 65269 65269 13536 13536 309313 290924 18389 12119 12119 18013 11215 4838 1960 69502 43276 18670 7556 65857 41006 17690 7161 137497 85612 36934 14951 505619 505619 88024 88024 19141 11918 5142 2081 4001 4001 BANK FEES 44149 44149 TAXES AND LICENSES 37826 23552 10161 4113 DONATIONS 32700 32700 OTHER 19682 12255 5287 2140 32232 8959 21974 1299 2220103 1619321 478445 122337 99459 46989 25834 14479 46819 36633 3306 16171 90238 83634 6311 6604 2062147 1797810 15867 0 208895 150441 2468638 2069127 115366 263415 108058 81617 226000 163557 449424 508589 X 2018394 1543718 820 16820 2019214 1560538 2468638 2069127 -400636 19715 -77755 0 X X 1 X 0 1 0 X 12300 79677 187637 227884 273539 781037 1237674 1458669 1011322 1160710 1448309 6316684 1249974 1538346 1198959 1388594 1721848 7097721 10000 75802 100000 185802 0 10000 75802 100000 185802 6911919 45657 28429 25925 48310 50591 198912 45657 28429 25925 48310 50591 198912 39516 38307 56693 55949 190465 18644 2141 27191 5403 5265 58644 1353791 1607223 1308768 1498256 1777704 7545742 0.91600 0.88300 0.02640 0.02210 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 820 100000 84000 16820 16273 51804 67257 820 10000 100000 93727 16273 13382 10000 13382 10000 57669 26784 71071 13382 1.00000 0 0 84609 78005 6604 5629 5629 0 6604 RIGHT OF USE ASSET 145253 SECURITY DEPOSIT 5188 150441 OPERATING LEASE LIABILITIES 163557 163557 X PART V, LINE 4: THE ENDOWMENT FUNDS ARE HELD AS RESTRICTED NET ASSETS RELATING TO GRANTS RECEIVED FROM W.K. KELLOGG FOUNDATION. PART X, LINE 2: IN ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, ACCOUNTING STANDARDS REQUIRE AN ENTITY TO RECOGNIZE THE FINANCIAL STATEMENT IMPACT OF A TAX POSITION WHEN IT IS MORE-LIKELY-THAN-NOT THAT THE POSITION WILL NOT BE SUSTAINED UPON EXAMINATION. MANAGEMENT EVALUATED THE ASSOCIATION'S TAX POSITIONS AND CONCLUDED THERE ARE NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE CONSOLIDATED FINANCIAL STATEMENTS TO COMPLY WITH PROVISIONS OF THIS GUIDANCE. X X X 0 0 0 0 0 0 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B EACH BOARD MEMBER WILL REVIEW THE RETURN PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE POLICY IS PRESENTED AT A BOARD MEETING ANNUALLY AND REVIEWED AND SIGNED BY EACH OF THE MEMBERS. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD'S GOVERNANCE COMMITTEE MEETS ANNUALLY WITH THE EXECUTIVE DIRECTOR AT THE END OF THE YEAR TO ASSESS AND DISCUSS PERFORMANCE AND ACHIEVEMENT OF GOALS FOR THE YEAR. NEW GOALS ARE ESTABLISHED FOR THE FOLLOWING YEAR WITH INPUT FROM BOTH PARTIES. FOLLOWING THE MEETING, AN EXECUTIVE SESSION TAKES PLACE TO DISCUSS THE HIGHLIGHTS AND OUTCOMES OF THE MEETING WITH BOARD MEMBERS WITH A FOCUS ON THE GOALS FOR THE COMING YEAR. AT THIS MEETING, THE BOARD MEMBERS DETERMINE A PAY RAISE AND/OR BONUS, THE SECRETARY RECORDS MINUTES OF THE EXECUTIVE SESSION AND MAINTAINS THEM ON FILE. THE BOARD CHAIR MEETS WITH THE EXECUTIVE DIRECTOR TO DISCUSS THE HIGHLIGHTS OF THE EXECUTIVE SESSION, WHICH INCLUDES COMPENSATION AND DEFINITIVE GOALS FOR THE COMING YEAR. THIS INFORMATION IS DOCUMENTED IN A FORMAL LETTER TO THE EXECUTIVE DIRECTOR. THERE ARE CURRENTLY NO OTHER COMPENSATED OFFICERS. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTATION EXPENSES: PROGRAM SERVICE EXPENSES 290,924. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 290,924. FILING/SERVICE FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 465. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 465. PROFESSIONAL SERVICES/DUES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 17,924. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 17,924. FORM 990, PART XII, LINE 2C THE AUDIT AND BUDGET COMMITTEE ASSUMES THE RESPONSIBILITY FOR OVERSIGHT OF THE ASSOCIATION'S FINANCIAL STATEMENT AUDIT. IT IS ALSO RESPONSIBLE FOR THE SELECTION OF THE INDEPENDENT AUDITOR.