2025-12-09T11:41:35-08:00 2025-06-30 840684388 Wall Smith Bateman Inc 3001 Adcock Cir Alamosa CO 81101 990 2024-07-01 202126847 MSE aka MONTESSORI SCHOOL OF EVERGREEN INC MSE 3036740093 PO BOX 2468 EVERGREEN CO 80437 MICHELLE ROGERS HEAD OF SCHOOL 2025-12-09 true true Ronald Simmons CPA P01252736 7195893619 2024 2025-03-06 01:10:19Z PO BOX 2468 EVERGREEN CO 804372468 2874939 false X www.montessori-evergreen.org X 2005 CO TO IGNITE A LIFELONG LOVE OF LEARNING WITHIN EACH STUDENT. TO PROVIDE MEANINGFUL EXPERIENCES THAT FULLY ENGAGE YOUNG MINDS IN THE PURSUIT OF ACADEMIC EXCELLENCE, SELF-RELIANCE AND THE DETERMINATION TO CONTRIBUTE TO OUR RAPIDLY CHANGING COMMUNITY AND WORLD. 7 7 62 0 155158 141839 3103860 2634872 45336 17396 29435 35965 3333789 2830072 0 0 0 0 41881 3471856 2895562 3471856 2895562 -138067 -65490 4160445 3918492 1518246 1341783 2642199 2576709 TO IGNITE A LIFELONG LOVE OF LEARNING WITHIN EACH STUDENT. TO PROVIDE MEANINGFUL EXPERIENCES THAT FULLY ENGAGE YOUNG MINDS IN THE PURSUIT OF ACADEMIC EXCELLENCE, SELF-RELIANCE AND THE DETERMINATION TO CONTRIBUTE TO OUR RAPIDLY CHANGING COMMUNITY AND WORLD. false false 1807123 2634872 TO PROVIDE A NURTURING ENVIRONMENT IN WHICH CHILDREN AND ADOLESCENTS CAN EXPLORE, LEARN, AND FLOURISH. TO PROMOTE ACADEMIC EXCELLENCE AND ENCOURAGE STUDENTS TO FOLLOW THEIR INTERESTS AND PASSIONS, TO DEVELOP A LOVE OF LEARNING; TO RESPECT THEMSELVES, OTHERS AND THEIR ENVIRONMENT; AND TO ACHIEVE THEIR POTENTIAL. 1807123 true true false false false false false false false true true false false true false true true false true false false false false false true false false false false false false false false false false false false false false false false false false false false false false true 10 0 true 62 true false false false false false false false 0 false false false false false false false X 7 7 false false true false false false false true false false false true true true true false false true true false X THE CORPORATION 3036740093 PO BOX 2468 EVERGREEN CO 804372468 MICHAEL IMPERI HOS 24.00 0.00 X 120000 0 0 MICHELLE ROGERS INCOMING HOS 40.00 0.00 X 110000 0 0 CLAY SUGG Secretary 2.50 0.00 X X 0 0 0 KIPP CHAMBERS FAC. CHAIR 2.50 0.00 X X 0 0 0 BETSY LOCKHART Secretary 2.50 0.00 X 0 0 0 GREG SHEA Treasurer 2.50 0.00 X X 0 0 0 ARIEL SHEA BOARD CHAIR 2.50 0.00 X X 0 0 0 AVEN KING GOVERN. CHAIR 2.50 0.00 X X 0 0 0 STACEY KIRKLAND VICE CHAIR 2.50 0.00 X X 0 0 0 230000 2 false false false 0 141839 141839 TUITION & FEES 611600 2634872 2634872 2634872 17396 17396 0 0 0 0 80832 141839 44867 35965 0 0 0 2830072 2634872 17396 0 0 0 0 0 0 0 0 0 0 0 0 19431 19431 0 0 0 0 11467 11467 0 0 0 0 0 0 0 37900 37900 0 146677 146677 35556 35556 PROFESSIONAL EMPLOYER ORGANIZA 2094072 1361147 691044 41881 CONTRACT SERVICES 184212 165664 18548 REPAIRS & MAINTENANCE 86084 86084 SUPPLIES 81049 33694 47355 199114 99941 99173 2895562 1807123 1046558 41881 259896 405086 439948 257424 0 38788 54129 0 0 0 0 18625 16546 5752175 3098164 2800689 2654011 0 0 0 0 602499 531296 4160445 3918492 7816 2342 572278 647707 938152 691734 1518246 1341783 X 2618700 2567413 23499 9296 2642199 2576709 4160445 3918492 -65490 X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 23499 50634 64837 9296 9102 222945 208548 23499 112899 170003 273800 9102 142520 349967 379579 112908 158212 213478 229170 142520 1.00000 false false false 990680 990680 4127983 2490096 1637887 633512 608068 25444 2654011 DEBT SERVICE RESTRICTED CASH 278000 DONOR RESTRICTED CONTRIBUTIONS 9296 GOODWILL 244000 531296 X 2874939 44867 44867 2830072 2830072 2940429 44867 44867 2895562 2895562 Part X : FIN48 Footnote The School is a non-profit organization that is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code thus no income tax provision have been provided for in these financial statements. The Internal Revenue Service has classified the School as a publicly supported organization. Tax penalties and interest, if any, would be classified with income tax expense in the financial statements. No tax penalties or interest have been incurred or are recognized in the financial statements. Generally, three tax years remain subject to examination by tax jurisdiction. Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 FUNDRAISING FEES $44867 Part XII, Line 2d: Other expenses and losses per audited F/S FUNDRAISING FEES $44867 true true true false true true true false false false false false false false false false false true Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized the organization has its racially nondiscriminatory policy on its web site under the admissions information. Additionally, as an ACIS member school, our racially nondiscriminatory policy is published in local newspapers every year. Schedule E, Line 4 - Explanation of Records and Materials Not Maintained THE ORGANIZATION DOES NOT REGULARLY MAINTAIN FORMAL WRITTEN RECORDS INDICATING RACIAL COMPOSITION OF STUDENTS, FACULTY OR ADMINISTRATION. PERIODICALLY, A COMPOSITION OF THE POPULATION OF THE SCHOOL IS PREPARED. Schedule E, Line 5 - Explanation of Organization Discrimination by Race false SPRING FUNDRAISER 118126 82572 35554 ANNUAL CAMPAIGN 59267 59267 44867 1 45278 45278 222671 141839 80832 44867 44867 35965 Form 990, Part VI, Section A, Line 4 Capital Expenditures. For every capital expenditure of $25,000 or greater, Board approval will be required. Additionally, for every facilities expenditure of $25,000 or greater, the Facilities Committee will solicit no less than two competing bids unless the Board in its discretion determines that obtaining more than one bid is unnecessary or imprudent. Form 990, Part VI, Section A, Line 8b NO COMMITTEE IS AUTHORIZED TO ACT ON BEHALF OF THE BOARD OF TRUSTEES Form 990, Part VI, Section B, Line 11b The 990 is reviewed by the Director of Finance and Operations, and Head of School. It is then forwarded to all members of our Board of Trustees who vote to approve the 990 Form 990, Part VI, Section B, Line 12c THE BOARD REVIEWS AND UPDATES (AS APPROPRIATE) THE DETAILED CONFLICT OF INTEREST STATEMENTS. THIS POLICY IS GIVEN TO EACH NEW TRUSTEE AND OFFICER FOR SIGNATURE DURING ORIENTATION. Form 990, Part VI, Section B, Line 15a The Head of School's salary is set by the Board of Trustees. Form 990, Part VI, Section B, Line 15b Salaries are set by the Head of School. Form 990, Part VI, Section C, Line 19 COPIES OF ALL DOCUMENTS ARE AVAILABLE AT BOTH CAMPUSES UPON REQUEST