2025-04-03T10:04:23-05:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 4334 MUNSON STREET SUITE 200 CANTON OH 44718 990 2024-01-01 431556061 GLOBAL MONTESSORI ACADEMY INC GLOB 9135441042 7457 CHEROKEE DR PRAIRIE VILLAGE KS 66208 TRACY FORBUSH EXECUTIVE DIRECTOR 9135441042 2025-03-31 1 1 JENNIFER COLEMAN P00743188 3304972000 2025-03-31 2024 2025-03-06 01:10:19Z TRACY FORBUSH 7457 CHEROKEE DR PRAIRIE VILLAGE KS 66208 1679670 0 X HTTP://GLOBALMONTESSORI.COM/ X 1990 KS PROVIDE A UNIQUE EDUCATIONAL ENVIRONMENT TO FACILITATE DEVELOPMENT OF THE WHOLE PERSON-INTELLECTUALLY, PHYSICALLY, EMOTIONALLY AND SOCIALLY. CURRICULM FOSTERS SELF-WORTH, RESPECT FOR OTHERS, AND RESPONSIBILITY. 11 11 31 11 0 0 179519 77427 1385561 1589496 2239 92 -6708 -12639 1560611 1654376 41319 44273 0 0 1005118 1087759 0 0 0 635450 540252 1681887 1672284 -121276 -17908 1677674 1563908 1107472 1011614 570202 552294 PROVIDE A UNIQUE EDUCATIONAL ENVIRONMENT TO FACILITATE DEVELOPMENT OF THE WHOLE PERSON-INTELLECTUALLY, PHYSICALLY, EMOTIONALLY AND SOCIALLY. CURRICULUM FOSTERS SELF-WORTH, RESPECT FOR OTHERS, AND RESPONSIBILITY. 0 0 1413535 44273 1591967 GLOBAL MONTESSORI ACADEMY PROVIDES QUALITY AFFORDABLE MONTESSORI EDUCATION WITHIN A GLOBAL FRAMEWORK MAINTAINING CLOSE TO FULL ENROLLMENT ADHERING TO INDUSTRY MONTESSORI METHODS, CONTINUING EDUCATION FOR STAFF/TEACHERS. 1413535 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 1 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 11 0 31 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X TRACY FORBUSH 9135441042 7457 CHEROKEE DR PRAIRIE VILLAGE KS 66208 ERIN HOLLAND BOARD PRESIDENT 1.00 X X 0 0 0 BRIAN GORDON VICE-PRESIDENT 0.25 X X 0 0 0 KRISTIN BROWN TREASURER 0.25 X X 0 0 0 BRANDI FINOCCHARIO SECRETARY 0.25 X X 0 0 0 REBECCA ANDERSON DIRECTOR 0.25 X 0 0 0 ADAM BENTON DIRECTOR 0.25 X 0 0 0 SCOTTY BRAY DIRECTOR 0.25 X 0 0 0 ALEX BROWN DIRECTOR 0.25 X 0 0 0 LYDIA COOK MCANULTY DIRECTOR 0.25 X 0 0 0 JUSTIN MORRIS DIRECTOR 0.25 X 0 0 0 ALIA KRZYZANOWSKI DIRECTOR 0.25 X 0 0 0 TRACY FORBUSH EXECUTIVE DIRECTOR (EX OFFICIO) 40.00 X 94841 0 5300 94841 0 5300 0 0 0 0 0 77118 309 77427 CHILD EDUCATION 611600 1589496 1589496 1589496 92 92 2700 0 2700 2700 2700 7484 77118 25294 -17810 -17810 OTHER INCOME 611600 2471 2471 2471 1654376 1591967 0 -15018 44273 44273 100141 30042 70099 815738 734164 81574 104289 93860 10429 67591 60832 6759 6449 6449 21878 21878 3149 3149 220 220 44904 22452 22452 6733 673 6060 152908 137617 15291 7769 7769 43541 39187 4354 57912 52121 5791 34168 30751 3417 SCHOOL LUNCH PROGRAM/FO 91773 91773 SUPPLIES 35348 31813 3535 ACTIVITY FEES 26158 26158 STAFF DEVELOPMENT 3314 2653 661 4028 4028 1672284 1413535 258749 0 101852 68554 44235 0 2019151 530771 1507886 1488380 7016 6673 16685 301 1677674 1563908 1103066 1001143 4406 10471 1107472 1011614 X 570202 552294 570202 552294 1677674 1563908 -17908 0 X X 0 0 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 170000 170000 1732157 439290 1292867 8373 3164 5209 108621 88317 20304 1488380 OTHER LIABILITIES 10471 10471 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 GLOBAL MONTESSORI ACADEMY LACKS FUNDS FOR SOLICITATION THROUGH GENERAL MEDIA SPOTS, NOR DOES IT HAVE A PERIOD OF SOLICITATION FOR STUDENTS AS IT IS A 12 MONTH SCHOOL PROGRAM. GLOBAL MONTESSORI ACADEMY DOES MAINTAIN A WEBSITE THAT PROMINENTLY DISPLAYS THE NONDISCRIMINATION POLICY. AUCTION EVENT 84602 77118 7484 2934 3550 1000 17810 84602 77118 7484 2934 3550 1000 17810 25294 -17810 1 SCHOLARSHIPS FOR GLOBAL MONTESSORI ACADEMY STUDENTS 7 44273 N/A N/A PART I, LINE 2: SCHOLARSHIPS ARE PRIORITIZED FOR CHILDREN WITH SINGLE MOTHERS WITH A FINANCIAL NEED. DOCUMENTATION SUCH AS TAX RETURNS OR OTHER PROOF OF INCOME ARE UTILIZED TO SUBSTANTIATE FINANCIAL NEED. FORM 990, PART VI, SECTION B, LINE 11B THE EXECUTIVE DIRECTOR AND/OR BOARD PRESIDENT REVIEWS THE FORM 990 AND DISCUSSES WITH THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS SHOULD AVOID CIRCUMSTANCES IN WHICH THEIR FINANCIAL OR OTHER INTERESTS IN OUTSIDE ENTITIES PRESENT AN ACTUAL, POTENTIAL OR APPARENT CONFLICT OF INTEREST. A CONFLICT OF INTEREST IS PRESUMED TO ARISE WHEN GLOBAL MONTESSORI ACADEMY (GMA) HAS OR IS CONSIDERING A BUSINESS TRANSACTION OR CONTRACT WITH A BOARD MEMBER OR A BOARD MEMBER'S IMMEDIATE FAMILY MEMBER (DEFINED TO INCLUDE A SPOUSE, CHILD OR HOUSEHOLD MEMBER) OR WITH AN OUTSIDE ENTITY IN WHICH THE BOARD MEMBER OR BOARD MEMBER'S IMMEDIATE FAMILY MEMBER HAS A FINANCIAL INTEREST. A PERSON HAS A FINANCIAL INTEREST IF HE OR SHE HOLDS (1) A POSITION OF REAL OR APPARENT AUTHORITY IN AN OUTSIDE ENTITY, SUCH AS DIRECTOR, OFFICER, TRUSTEE OR PARTNER, (2) AN OWNERSHIP OR INVESTMENT INTEREST OF MORE THAN 5% IN AN OUTSIDE ENTITY OR (3) A COMPENSATION ARRANGEMENT WITH ANY OUTSIDE ENTITY WITH WHOM GMA HAS A BUSINESS TRANSACTION OR CONTRACT. THE FOLLOWING GUIDELINES SHALL APPLY WHEN A CONFLICT OF INTEREST ARISES: A. A BOARD MEMBER WHO HAS OR EXPECTS OR INTENDS TO HAVE A FINANCIAL OR OTHER BENEFICIAL INTEREST IN A PENDING OR PROPOSED BUSINESS TRANSACTION OR CONTRACT INVOLVING GMA SHALL PROMPTLY DISCLOSE THE CONFLICT OF INTEREST TO THE ENTIRE GMA BOARD. B. ANY PROPOSAL TO ENTER INTO A BUSINESS TRANSACTION OR CONTRACT WITH A CURRENT BOARD MEMBER OR HIS OR HER IMMEDIATE FAMILY MEMBER, A CURRENT BOARD MEMBER'S BUSINESS, OR A BOARD MEMBER'S IMMEDIATE FAMILY MEMBER'S BUSINESS SHALL BE PRESENTED TO THE GMA EXECUTIVE COMMITTEE FOR APPROVAL PRIOR TO BEING PRESENTED TO THE GMA BOARD. C. THE PARTICULAR CURRENT BOARD MEMBER WILL LEAVE THE MEETING PRIOR TO THE DISCUSSION OF, AND THE VOTE ON, THE PROPOSED TRANSACTION (EXCEPT AT THE BOARD'S REQUEST OR DIRECTION FOR FURTHER CLARIFICATION). D. THE BOARD WILL APPROVE THE BUSINESS TRANSACTION OR CONTRACT ONLY UPON A FINDING, BY A MAJORITY VOTE OF DISINTERESTED BOARD MEMBERS, THAT THE BUSINESS TRANSACTION OR CONTRACT IS IN GMA'S BEST INTERESTS AND IS FAIR AND REASONABLE TO GMA. E. THE CURRENT BOARD MEMBER'S RECUSAL AND THE BOARD'S CONSIDERATION OF THE ISSUE SHALL BE RECORDED IN THE BOARD MINUTES. TO ENSURE GMA OPERATES IN A MANNER CONSISTENT WITH ITS CHARITABLE PURPOSES, PERIODIC REVIEWS SHALL BE CONDUCTED WHICH WILL INCLUDE WHETHER COMPENSATION ARRANGEMENTS AND BENEFITS ARE REASONABLE AND THE RESULT OF ARM'S-LENGTH BARGAINING AND WHETHER PARTNERSHIP AGREEMENTS CONFORM WITH GMA'S POLICIES AND REFLECT REASONABLE PAYMENTS FOR GOODS AND SERVICES. EACH BOARD MEMBER SHALL SIGN AN ANNUAL STATEMENT AFFIRMING UNDERSTANDING AND COMPLIANCE WITH THIS POLICY. FORM 990, PART VI, SECTION B, LINE 15 EXECUTIVE DIRECTOR HAS AUTHORITY FROM BOARD FOR ALL HIRING/COMPENSATION ISSUES OTHER THAN HIS OWN, WHICH IS APPROVED BY THE BOARD. SIGNIFICANT AND/OR MATERIAL DEVIATIONS MUST HAVE BOARD APPROVAL. THE BOARD REVIEWS COMPENSATION OF THE EXECUTIVE DIRECTOR AND VOTES ON THE LEVEL OF COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 WHEN REQUESTED, THE DOCUMENTS ARE MADE AVAILABLE AS QUICKLY AS POSSIBLE. FORM 990, PART XII, LINE 2C: NO CHANGES FROM PRIOR YEAR.