2025-03-17T10:58:45-05:00 2024-06-30 WITHUMSMITHBROWN PC 1835 MARKET STREET SUITE 1710 PHILADELPHIA PA 191032945 990 2023-07-01 680570752 Philadelphia Montessori Charter School % OMNIVEST LLC PHIL 2154928301 2227 Island Avenue Philadelphia PA 19142 CHRISTOPHER SMITH PRESIDENT 2154928301 2025-05-15 true true ERIC M STRAUSS P00991844 2155462140 2023 2025-03-06 01:10:19Z CHRISTOPHER SMITH 2227 Island Avenue Philadelphia PA 19142 6030456 false X WWW.philadelphiamontessori.org X 2004 PA PROVIDES A MONTESSORI EDUCATION IN AN ENVIRONMENT THAT NURTURES THE WHOLE CHILD. 11 11 84 11 0 1229566 1427681 3793979 4587212 0 301 0 15262 5023545 6030456 0 0 0 0 3017792 3571612 0 0 0 1343103 1447368 4360895 5018980 662650 1011476 3817991 4592572 1128058 891163 2689933 3701409 X PHILADELPHIA MONTESSORI CHARTER SCHOOL (PMCS) EXCELS AT PROVIDING CHILDREN IN KINDERGARTEN THROUGH 4TH GRADE WITH A MONTESSORI EDUCATION (SEE SCHEDULE O) false false 4068270 4602474 PROVIDE A HIGH QUALITY PUBLIC EDUCATION TO STUDENTS IN GRADES K-4 WITHIN PHILADELPHIA AND SURROUNDING COMMUNITIES. 4068270 true true false false false false false false false true true false false true true true false true true false false false false false false false false false false false false false false false false false false false false false false false false true true false false false true 17 0 true 84 true false false false false false false false false false false false false X 11 11 false true false false false false false true true false false true true true true true true true true false X OMNIVEST LLC 2154928301 115 PHEASANT RUN SUITE 210 NEWTOWN PA 18940 Eric Langston CEO (THRU. 7/23/2023) 40.0 0.0 X 87045 0 6034 Joy Karsner CEO 40.0 0.0 X 56123 0 3105 CHRISTOPHER SMITH PRESIDENT 1.0 0.0 X X 0 0 0 ELLEN JORDAN SECRETARY 0.5 0.0 X X 0 0 0 Kenneth Parker TREASURER 0.5 0.0 X X 0 0 0 PHYLLIS MINCER MEMBER 1.0 0.0 X 0 0 0 GINA LEE MEMBER (THRU. 06/10/2024) 0.5 0.0 X 0 0 0 NICOLE RICHARDSON MEMBER/PARENT REPRESENTATIVE 0.5 0.0 X 0 0 0 KELLY DOYLE MEMBER 0.5 0.0 X 0 0 0 Elizabeth Hilberts MEMBER 0.5 0.0 X 0 0 0 Nicole Heffernan MEMBER 0.5 0.0 X 0 0 0 Erin Hughes VICE BOARD CHAIR 0.5 0.0 X X 0 0 0 Cristina Rios MEMBER/PARENT REPRESENTATIVE 0.5 0.0 X 0 0 0 Tara Becker MEMBER 0.5 0.0 X 0 0 0 143168 0 9139 0 false false false Barbara Marcoviz 2324 Cisco Lane ASTON PA 19014 SPECIAL ED. COORD. 117040 1 1426206 1475 1427681 SCHOOL DISTRICT SUBSIDIES 611110 4587212 4587212 4587212 301 301 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 OTHER INCOME 900099 15262 15262 15262 6030456 4602474 301 0 0 0 0 149959 14996 134963 0 2930537 2540443 390094 32525 25362 7163 262381 231900 30481 196210 175988 20222 0 128269 128269 28850 28850 0 0 0 257068 199478 57590 22942 871 22071 243181 127443 115738 21893 18293 3600 0 438770 438770 16904 10388 6516 0 87833 87833 0 0 185321 185321 16337 11184 5153 5018980 4068270 950710 0 X 749377 1367345 0 0 0 405549 1101508 68226 0 0 0 0 0 0 0 0 28069 99214 3052817 1160122 1892953 1892695 0 0 0 0 0 0 0 0 46084 759543 3817991 4592572 537429 479993 0 0 182832 24237 0 0 0 0 0 0 0 0 0 0 407797 386933 1128058 891163 X 596980 1608714 2092953 2092695 2689933 3701409 3817991 4592572 1011476 X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 200000 301 200301 200000 200000 1.00000 false false 22000 22000 0 0 0 2224105 558635 1665470 806712 601487 205225 1892695 SECURITY DEPOSITS 6142 Deferred Outflows of Resources 30477 DUE FROM RELATED PARTY 722924 759543 0 deferred inflow of resources 45000 NET PENSION LIABILITY 267000 DUE TO OTHER GOVERNMENTS 63933 OPEB LIABILITIES 11000 386933 X PART X, LINE 2: The School is exempt from federal income taxes under Section 501(c)(3) of the Internal Revenue Service Code. Accordingly, no provision or liability for income taxes has been recorded in the financial statements. The School adopted the accounting pronouncement related to uncertain tax positions effective July 1, 2011. Upon adoption of this accounting pronouncement, the School had no unrecognized tax benefits. Furthermore, the School had no unrecognized tax benefits at June 30, 2024. In addition, the School has no income tax related penalties or interest for the period reported in these financial statements. true true true true false true true false false false false false false false false true false true LINE 3 - EXPLANATION OF NONDISCRIMINATION POLICY: PER PA CHARTER SCHOOL LAW, STUDENT INFORMATION CANNOT BE SOLICITED DURING LOTTERY AND ENROLLMENT PROCESS THAT WOULD PERMIT DISCRIMINATION. THE NONDISCRIMINATORY POLICY IS PROVIDED IN THE SCHOOL'S PARENT/FAMILY/STUDENT HANDBOOK WHICH REQUIRES CONFIRMATION IT HAS RECEIVED AND READ AND WITH THE ENROLLMENT PACKET. LINE 4B - EXPLANATION OF SCHOLARSHIPS AND OTHER FINANCIAL ASSISTANCE THERE ARE NO SCHOLARSHIPS OR OTHER FINANCIAL ASSISTANCE AWARDED BY THE SCHOOL. LINE 6 - EXPLANATION OF GOVERNMENT FINANCIAL AID: THE SCHOOL RECEIVES VARIOUS GRANTS FROM THE US DEPARTMENT OF EDUCATION PASSED THROUGH THE PENNSYLVANIA DEPARTMENT OF EDUCATION. THE SCHOOL ALSO PARTICIPATES IN REIMBURSEMENT PROGRAMS THROUGH PA DEPT OF EDUCATION AND PASS-THROUGH GRANTS WITH THE SCHOOL DISTRICT OF PHILADELPHIA. FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: IN AN ENVIRONMENT THAT NURTURES THE WHOLE CHILD, CELEBRATES INCLUSION, EMBRACES INNOVATION, AND ENCOURAGES COLLABORATION WITH FAMILIES. PMCSIGNITES THE INTERNAL SPARK THAT LEADS TO SOCIAL, EMOTIONAL AND ACADEMIC SUCCESS. FORM 990, PART VI, SECTION A, LINE 3: THE SCHOOL CONTRACTS WITH OMNIVEST MANAGEMENT, LLC TO PROVIDE SPECIFIC DUTIES AND SERVICES, PRIMARILY BACK OFFICE ACCOUNTING. OMNIVEST DOES NOT HAVE APPROVAL AUTHORITY. FORM 990, PART VI, SECTION B, LINE 11B: THE FORM 990 IS DISTRIBUTED TO THE BOARD OF DIRECTORS PRIOR TO BEING FILED FOR THEIR COMMENT AND APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C: BOARD MEMBERS, EXECUTIVE OFFICERS, AND KEY EMPLOYEES ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST STATEMENT ANNUALLY. BECAUSE IT IS NOT POSSIBLE TO LIST ALL SITUATIONS OR RELATIONSHIPS THAT MIGHT CREATE CONFLICTS OF INTEREST PROBLEMS, AND BECAUSE EACH SITUATION MUST BE EVALUATED BASED ON ITS INDIVIDUAL FACTS, BOARD MEMBERS, EXECUTIVE OFFICERS AND KEY EMPLOYEES MUST PROMPTLY DISCLOSE TO THE APPROPRIATE SOURCE, AS DESIGNATED IN THE POLICY, ANY FACTS OR CIRCUMSTANCES THAT MIGHT CONSTITUTE A CONFLICT OF INTEREST OR GIVE THE APPEARANCE OF SUCH A CONFLICT. BOARD MEMBERS, EXECUTIVE OFFICERS AND KEY EMPLOYEES ARE ENCOURAGED TO OBTAIN ASSISTANCE FROM THE CEO OR PRESIDENT OF PMCS TO DETERMINE IF A CONFLICT EXISTS AND, IF SO, HOW IT SHOULD BE RESOLVED. THE BOARD OF TRUSTEES AND ADMINISTRATION ARE REQUIRED TO FILE THE STATEMENTS OF FINANCIAL INTEREST BY MAY 1ST, ANNUALLY. THE BOARD REVIEWS THE ADMINISTRATIONS STATEMENTS. BOARD MEMBERS ALSO REVIEW THE OTHER MEMBERS STATEMENTS. ADDITIONALLY, DURING EACH RENEWAL CYCLE WITH SDP, THE CHARTER SCHOOL OFFICE REQUESTS THE STATEMENTS OF FINANCIAL INTEREST OF THE FIVE YEARS DURING THAT RENEWAL PERIOD AND CONDUCTS A REVIEW. IF ANY BOARD MEMBER'S INVOLVEMENT IN A CONFLICT OF INTEREST CANNOT BE REMOVED THROUGH ABSTENTION OF VOTING OR NON-PARTICIPATION IN DECISION-MAKING, THE BOARD OF TRUSTEES WILL RECTIFY THE CONFLICT, I.E., VOIDING THE CONTRACT OR HAVING THE BOARD MEMBER RESIGN FROM THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 15: THE BOARD OF DIRECTORS APPROVES ALL SALARIES ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION C, LINE 19: THE SCHOOL MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST MONTESSORI INITIATIVES FOR EDUCATION C/A OMNIVEST 115 PHEASANT RUN NEWTOWN PA 18940 030443321 SUPPORT PHILA PA 501(C)(3) 12-III PHILADELPHIA true false false false false true false false false false false true false false false false false false false false