2025-03-26T12:19:58-05:00 2024-06-30 410746749 CLIFTONLARSONALLEN LLP 2210 EAST ROUTE 66 GLENDORA CA 91740 990 2023-07-01 274217597 URBAN MONTESSORI URBA 5108421181 4551 STEELE ST OAKLAND CA 94619 DANIEL BISSONNETTE HEAD OF SCHOOL 5108421181 2025-03-07 1 1 WADE MCMULLEN P00541671 6268577300 2025-03-04 2023 2025-03-06 01:10:19Z DANIEL BISSONNETTE 4551 STEELE ST OAKLAND CA 94619 5520110 0 1 X WWW.URBANMONTESSORI.ORG X 2012 CA PUBLIC CHARTER SCHOOL THAT SERVES K-8TH GRADES. 6 6 75 70 0 0 4946062 5257081 228055 254164 0 0 4592 8865 5178709 5520110 0 0 0 0 3647908 3980695 0 0 0 1435027 1458691 5082935 5439386 95774 80724 2834189 2856124 1224809 1166020 1609380 1690104 X TO DEVELOP SELF-DIRECTED AND ENGAGED LEARNERS WHO ARE ACADEMICALLY, SOCIALLY AND EMOTIONALLY PREPARED TO SUCCEED IN ANY HIGH SCHOOL. NURTURING THE INNOVATORS OF TOMORROW TO CREATIVELY MEET THE CHALLENGES OF TODAY'S WORLD WITH CONFIDENCE, COMPASSION AND GRACE, URBAN MONTESSORI CULTIVATES INDIVIDUAL CURIOSITIES AND STRENGTHS, WHILE HOLDING CHILDREN TO A HIGH STANDARD OF EXCELLENCE. AT URBAN MONTESSORI, CHILDREN DEEPEN THEIR UNDERSTANDING OF WHAT IT MEANS TO LIVE RESPONSIBLY IN A DIVERSE URBAN COMMUNITY. 0 0 4708708 0 254164 PUBLIC CHARTER SCHOOL SERVING K THROUGH 8TH GRADE. DURING THE YEAR ENDED JUNE 30, 2024, THE ORGANIZATION SERVED APPROXIMATELY 347 STUDENTS. 4708708 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 1 0 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 1 18 0 1 75 1 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 0 1 1 0 CA X X X KRISHNA FREENEY 5108421181 5328 BRANN STREET OAKLAND CA 94619 KRISHNA FEENEY HEAD OF SCHOOL 40.00 X 182103 0 33394 DANIEL BISSONNETTE ASSISTANT HEAD OF SCHOOL 40.00 X 128584 0 30964 ELIZABETH BASCOM DIRECTOR 40.00 X 105047 0 30321 MELODY WASHINGTON DIRECTOR 40.00 X 114188 0 0 AMY HG CHAIR 3.00 X X 0 0 0 KARA FORTUNA VICE CHAIR 3.00 X X 0 0 0 GREG KLEIN SECRETARY 3.00 X X 0 0 0 EVAN SEQUOIA TREASURER 3.00 X X 0 0 0 SARAH MORILL DIRECTOR 3.00 X 0 0 0 ANN RHODES DIRECTOR 3.00 X 0 0 0 529922 0 94679 4 0 1 0 0 5037395 219686 5257081 AFTER SCHOOL PROGRAM 900099 254164 254164 254164 REFUNDS/REBATES 900099 8865 8865 8865 5520110 254164 0 8865 237030 232289 4741 2931062 2828819 102243 389905 373591 16314 323068 310145 12923 99630 95644 3986 37977 37977 46270 46270 31430 31430 295763 173221 122542 3600 3600 149624 35181 114443 43120 43120 304878 200087 104791 2706 2706 69795 69795 827 827 17677 13258 4419 73119 73119 INSTRUCTIONAL MATERIALS 244826 244826 OTHER EXPENSES 137079 86026 51053 5439386 4708708 730678 0 2043051 1819796 648145 986196 91234 16843 44833 32138 21659 12695 30100 20594 2834189 2856124 360055 554054 834212 590732 30542 21234 1224809 1166020 X 1609380 1690104 1609380 1690104 2834189 2856124 80724 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 44833 32138 12695 12695 LEASE LIABILITIES 21234 21234 X 5520110 0 5520110 0 5520110 5439386 0 5439386 0 5439386 PART X, LINE 2: THE SCHOOL IS A NONPROFIT ENTITY EXEMPT FROM THE PAYMENT OF INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND CALIFORNIA REVENUE AND TAXATION CODE SECTION 23701D. ACCORDINGLY, NO PROVISION HAS BEEN MADE FOR INCOME TAXES. MANAGEMENT HAS DETERMINED THAT ALL INCOME TAX POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED UPON POTENTIAL AUDIT OR EXAMINATION; THEREFORE, NO DISCLOSURES OF UNCERTAIN INCOME TAX POSITIONS ARE REQUIRED. THE SCHOOL IS SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO THE EXEMPT PURPOSES. THE SCHOOL FILES INFORMATIONAL RETURNS IN THE U.S. FEDERAL JURISDICTION AND THE STATE OF CALIFORNIA. 1 1 1 1 0 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE CHARTER MAKES ITS NONDISCRIMINATORY POLICY KNOWN THROUGH ITS WEBSITE AND ON THE STUDENT APPLICATIONS. THE CHARTER DRAWS ITS STUDENTS FROM THE LOCAL COMMUNITY AND CURRENTLY ENROLLS STUDENTS FROM VARIOUS RACIAL MINORITY GROUPS. SCHEDULE E, PART I, LINE 4 URBAN MONTESSORI DOES NOT PROVIDE SCHOLARSHIPS OR OTHER FINANCIAL ASSISTANCE. SCHEDULE E, PART I, LINE 6 AS A PUBLIC CHARTER SCHOOL, URBAN MONTESSORI RECEIVES A PER ADA FEE FROM THE CALIFORNIA DEPARTMENT OF EDUCATION FOR EVERY PUPIL ATTENDING THE SCHOOL. ADDITIONALLY, URBAN MONTESSORI IS ELIGIBLE FOR LOCAL, STATE, FEDERAL PROGRAMS AND CALIFORNIA LOTTERY FUNDS. X X X X 0 0 0 0 0 0 0 0 0 KRISHNA FEENEY HEAD OF SCHOOL 173312 0 3044 0 5747 0 33394 0 0 0 215497 0 0 0 DANIEL BISSONNETTE ASSISTANT HEAD OF SCHOOL 128584 0 0 0 0 0 22772 0 8192 0 159548 0 0 0 FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES THAT HAVE BEEN GRANTED AUTHORITY TO ACT ON BEHALF OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE ORGANIZATION'S OUTSIDE PUBLIC ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY MANAGEMENT. ONCE A DRAFT OF THE RETURN IS AVAILABLE, IT IS REVIEWED BY MANAGEMENT WITH ANY CHANGES OR REVISIONS INCORPORATED INTO THE FILING. THE REVISED RETURN IS THEN SUBMITTED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW AND APPROVAL PRIOR TO SUBMITTING TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C EACH DIRECTOR, PRINCIPAL OFFICER, EXECUTIVE DIRECTOR, AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD-DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT ATTESTING TO THE FACT THAT THEY HAVE RECEIVED A COPY OF THE CONFLICT-OF-INTEREST POLICY, HAVE AGREED TO COMPLY WITH THE POLICY AND UNDERSTAND THE ORGANIZATION IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. IF THE GOVERNING BOARD OR COMMITTEE HAS REASONABLE CAUSE TO BELIEVE A MEMBER HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT SHALL INFORM THE MEMBER OF THE BASIS FOR SUCH BELIEF AND AFFORD THE MEMBER AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF, AFTER HEARING THE MEMBER'S RESPONSE AND AFTER MAKING FURTHER INVESTIGATION AS WARRANTED BY THE CIRCUMSTANCES, THE GOVERNING BOARD OR COMMITTEE DETERMINES THE MEMBER HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATED DISCIPLINARY AND CORRECTIVE ACTION. FORM 990, PART VI, SECTION B, LINE 15 HUMAN RESOURCES PERFORMS MARKET RESEARCH BASED ON INDUSTRY AND SIZE WHEN DETERMINING COMPENSATION FOR THE HEAD OF SCHOOLS, OFFICERS, OR KEY EMPLOYEES OF THE ORGANIZATION. THE BOARD REVIEWS AND APPROVES THE COMPENSATION AMOUNTS. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2023. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990 PART XII, LINE 2C: THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR.