2025-06-13T08:31:44-05:00 2024-07-31 273858252 DEAN DORTON ALLEN FORD PLLC 4130 PARKLAKE AVE STE 400 RALEIGH NC 27612 990 2023-08-01 561086219 THE MONTESSORI SCHOOL OF RALEIGH INC MONT 9198481545 7005 LEAD MINE ROAD RALEIGH NC 27615 JUSTIN PIKE CFO AND COO 9198481545 2025-06-11 1 0 MICHELLE FOOTE P01387279 9198792909 2023 2025-03-06 01:10:19Z MONICA RODRIGUEZ 7005 LEAD MINE ROAD RALEIGH NC 27615 11165161 0 X WWW.MSR.ORG X 1974 NC THE TRIANGLE'S MODERN EMBODIMENT AND MINDFUL PRACTICE OF THE TIME-PROVEN MONTESSORI PHILOSOPHY, DEVELOPING AGILE THINKERS, POISED COMMUNICATORS, AND GRACIOUS COLLABORATORS-ENGINEERS OF AUTHENTIC AND FULFILLING LIVES. 20 20 138 220 0 0 163103 111326 9620153 10718659 8 37748 191563 297428 9974827 11165161 483082 413027 0 0 6150722 7173654 0 0 377621 3184454 3480655 9818258 11067336 156569 97825 13923699 13574010 11342233 10970431 2581466 2603579 X THE TRIANGLE'S MODERN EMBODIMENT AND MINDFUL PRACTICE OF THE TIME-PROVEN MONTESSORI PHILOSOPHY, DEVELOPING AGILE THINKERS, POISED COMMUNICATORS, AND GRACIOUS COLLABORATORS-ENGINEERS OF AUTHENTIC AND FULFILLING LIVES. 0 0 8945027 413027 11016087 THE MONTESSORI SCHOOL OF RALEIGH IS A COMMUNITY OF CHILDREN FROM INFANT (SIX WEEKS) THROUGH GRADE 12. THROUGH SELF-DIRECTED ENGAGEMENT WITH MSR'S EMBRACING CULTURE, INHERENTLY INTERDISCIPLINARY CURRICULUM, AND PURPOSEFULLY PREPARED ENVIRONMENTS, STUDENTS CONSTRUCT THEIR OWN MEANING BY FULLY INHABITING THE STUDY OF THEIR PERSONAL FASCINATIONS. IMPLICITLY AND EXPLICITLY GUIDED TOWARD MASTERY OF EVOLVING SOCIAL, EMOTIONAL, AND ACADEMIC LESSONS BY EXPERT TEACHERS, THEIR FELLOW STUDENTS, AND THEIR OWN METACOGNITIVE REFLECTIONS, THEY LEARN THE HABITS OF MIND AND OF PRACTICE THAT LEAD TO DEEP FOCUS, DISCERNMENT, UNDERSTANDING, AND MATURITY FROM THEIR EARLIEST YEARS. THROUGH THIS VIGOROUS AND ENCOMPASSING PREPARATION, STUDENTS DEVELOP THE BEDROCK COGNITIVE, EXECUTIVE, AND INTERPERSONAL SKILLSETS WIDELY RECOGNIZED AS INSTRUMENTAL FOR SUCCESS IN COLLEGE AND IN LIFE-ADVANCING FROM MSR AS AGILE THINKERS, POISED COMMUNICATORS, AND GRACIOUS COLLABORATORS, ONE AND ALL.THE UPPER SCHOOL, SERVING GRADES 9TH - 12TH, OPENED IN 2016. IT OFFERS AN OPTIONAL IB DIPLOMA PROGRAMME, WHICH IS A RIGOROUS, ACADEMICALLY CHALLENGING AND BALANCED PROGRAMME OF EDUCATION DESIGNED TO PREPARE STUDENTS FOR SUCCESS AT UNIVERSITY AND LIFE BEYOND. 8945027 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 20 0 1 138 1 0 0 0 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NC X THE ORGANIZATION 9198481545 7005 LEAD MINE ROAD RALEIGH NC 27615 LISA LOWE-HALL PRESIDENT 5.00 X X 0 0 0 MATTHEW BALDWIN VICE PRESIDENT 4.00 X X 0 0 0 JANE GAGLIARDI SECRETARY 3.00 X X 0 0 0 PETER KAMARCHIK PARTIAL YEAR PRESIDENT 5.00 X X 0 0 0 TIM MEIGS PARTIAL YEAR VICE PRESIDENT 4.00 X X 0 0 0 CHARLES BAYLESS TRUSTEE 2.00 X 0 0 0 DUSTIN BERMUDEZ TRUSTEE 2.00 X 0 0 0 JULIE BROOKS TRUSTEE 2.00 X 0 0 0 ABDEL DARENSBURG TRUSTEE 2.00 X 0 0 0 VIRAJ DOSHI TRUSTEE 2.00 X 0 0 0 PATRICIA EGGERDING TRUSTEE 2.00 X 0 0 0 DEBBIE GORDON TRUSTEE 2.00 X 0 0 0 JAMES HAM TRUSTEE 2.00 X 0 0 0 ANDREA INOKON TRUSTEE 2.00 X 0 0 0 BRENDAN KIEL TRUSTEE 2.00 X 0 0 0 BRIAN MCNEIL TRUSTEE 2.00 X 0 0 0 DANIEL RUSSO TRUSTEE 2.00 X 0 0 0 CANDACE WATERS TRUSTEE 2.00 X 0 0 0 MEGHAN PYLE EX-OFFICIO 2.00 X 0 0 0 TAMARA FRANKLIN EX-OFFICIO 1.00 X 0 0 0 MONICA R PICKETT RODRIGUEZ HEAD OF SCHOOL 40.00 X 290392 0 18034 MEREDITH DIXON CHIEF FINANCIAL OFFICER 40.00 X 147861 0 12910 JUSTIN PIKE CHIEF OPERATIONS OFFICER 40.00 X 123248 0 16020 561501 0 46964 3 0 1 0 0 111326 1462 111326 TUITION AND FEES 611110 9290873 9290873 AFTER SCHOOL FEES 611110 628307 628307 STUDIO AND SUMMER CAMP FEES 611110 471889 471889 APPLICATION FEES 611110 207100 207100 TUITION PROTECTION PLAN 611110 106402 106402 14088 14088 10718659 37748 37748 83939 0 83939 83939 83939 MISCELLANEOUS REVENUE 611110 213489 213489 213489 11165161 11016087 0 37748 413027 413027 296700 163185 97911 35604 5589658 4688156 719655 181847 134160 112977 16956 4227 714793 593673 96097 25023 438343 361721 60566 16056 53101 43819 7337 1945 28349 23394 3917 1038 343634 283567 47480 12587 117705 117705 525576 433706 72619 19251 178665 167038 11396 231 241059 188026 53033 527268 492955 33632 681 183738 38363 143672 1703 TUITION REMISSION AND D 638976 589395 24731 24850 OTHER EDUCATIONAL RELAT 301498 248798 41658 11042 REPAIR & MAINTENANCE 133235 133235 RECRUITMENT AND TRAININ 125093 103227 17284 4582 82758 45804 36954 11067336 8945027 1744688 377621 5913617 5970783 71851 40532 68184 55417 180552 213421 13840320 6757744 7534538 7082576 1563 0 153394 211281 13923699 13574010 272449 294029 5659088 5452702 5160095 4924185 250601 299515 11342233 10970431 X 2486095 2553147 95371 50432 2581466 2603579 13923699 13574010 97825 -75712 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 218873 6109 224982 218873 218873 218873 218873 451928 11364 244419 218873 406209 45719 451928 1.00000 0 0 722195 722195 11258627 5241566 6017061 968923 734341 234582 890575 781837 108738 7082576 LEASE OBLIGATIONS 299515 299515 10583176 -75712 -75712 10658888 506273 506273 11165161 10561063 0 10561063 506273 506273 11067336 PART V, LINE 4: DONOR HAS LIFTED RESTRICTION BUT REMAINING FUNDS ARE BEING TREATED AS "BOARD-DESIGNATED." PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID, SCHOLARSHIPS, AND TUITION DISCOUNTS 506,273. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID, SCHOLARSHIPS, AND TUITION DISCOUNTS 506,273. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 ALL MEDIA STATES THE SCHOOL'S NONDISCRIMINATORY POLICY. 1 TUITION FINANCIAL AID 56 408027 FMV SCHOLARSHIP 1 5000 FMV SCHEDULE I, PAGE 1, PART 1, LINE 2 MSR USES TUITION AID DATA SYSTEMS (TADS) AS A THIRD PARTY FINANCIAL AID ASSESSMENT TO ASSIST WITH THE DETERMINATION OF ELIGIBILITY FOR TUITION ASSISTANCE. TADS PROVIDES STANDARDIZED AND IMPARTIAL PROCESSING IN A CONFIDENTIAL SETTING (TADS.COM). MSR REVIEWS THE RECOMMENDATIONS FROM TADS AND HAS DELEGATED FINAL AWARD DETERMINATION TO THE TUITION ASSISTANCE COMMITTEE. IN 2023-2024, THE MEMBERS OF THE TUITION ASSISTANCE COMMITTEE WERE THE CHIEF FINANCIAL OFFICER, CONTROLLER, DIRECTOR OF ADMISSIONS & ENROLLMENT MANAGEMENT AND THE ASSOCIATE DIRECTOR OF ADMISSIONS & ENROLLMENT MANAGEMENT. MSR USES THE TADS AWARD RECOMMENDATION AS THE STARTING POINT FOR ITS REVIEW OF EACH APPLICANT'S REQUEST FOR ASSISTANCE. THE TADS RECOMMENDATION IS BASED ON THE TAX RETURN/FINANCIAL INFORMATION THAT IS SUBMITTED TO TADS WITH THE APPLICATION. FAMILIES ALSO CAN SUBMIT A LETTER TO TADS OUTLINING CHANGES TO THEIR FINANCIAL SITUATION THAT HAVE OCCURRED SINCE THE DATE OF THE FINANCIAL DATA SUBMITTED. TADS SUPPLIES THE LETTER TO MSR WITH ITS RECOMMENDATION BUT IS NOT ABLE TO CONSIDER THIS INFORMATION IN ITS AWARD RECOMMENDATION. THE SCHOOL MAKES THE FINAL DETERMINATION FOR ALL AWARDS BASED ON BUDGETED FINANCIAL AID FUNDS, NUMBER OF AID APPLICATIONS, AND PRIORITIES AS DETERMINED BY THE SCHOOL. A STUDENT'S FINAL AWARD MAY DIFFER FROM THE TADS AWARD. THE TUITION ASSISTANCE PROGRAM AT MSR IS DESIGNED TO AWARD ASSISTANCE BASED ON REPORTED FAMILY NEED WITH THE ASSUMPTION THAT PARENTS/GUARDIANS HAVE AN OBLIGATION TO FINANCE THEIR CHILDREN'S EDUCATION TO THE EXTENT THAT THEY ARE ABLE. AS SUCH, TUITION ASSISTANCE AWARDS GENERALLY DO NOT EXCEED 50% OF TUITION. THE TUITION ASSISTANCE BUDGET IS SET BY THE BOARD OF TRUSTEES EACH YEAR AS PART OF THE BUDGET APPROVAL PROCESS IN MAY. IN 2023-2024, IT WAS IDENTIFIED AS 6% OF GROSS TUITION. FAMILIES CAN APPEAL TUITION ASSISTANCE DECISIONS BY PRESENTING ADDITIONAL INFORMATION TO THE TUITION ASSISTANCE COMMITTEE. THE ADDITIONAL INFORMATION SHOULD BE PROVIDED IN WRITING. X X X X X 0 0 0 0 0 0 0 0 0 MONICA R PICKETT RODRIGUEZ HEAD OF SCHOOL 290392 0 0 0 0 0 5446 0 12588 0 308426 0 0 0 MEREDITH DIXON CHIEF FINANCIAL OFFICER 147861 0 0 0 0 0 2967 0 9943 0 160771 0 0 0 A PUBLIC FINANCE AUTHORITY THE MONTESSORI SCHOOL 273866124 2015-07-16 6500000 CAP. IMP. RALEIGH & DURHAM CAMPUS 0 0 0 A 1575815 6500000 130000 6370000 1 0 1 1 A 0 0 0 0 0 0 1 A 0 1 0 0 1 0 0 0 1 A 1 PART II LINE 7 SCHEDULE K - ADDITIONAL INFORMATION $130,000 TO PAY COSTS OF ISSUANCE $6,370,000 TO PAY FOR CAPITAL IMPROVEMENTS TO RALEIGH AND DURHAM CAMPUSES FORM 990, PART VI, SECTION B, LINE 11B MSR'S BOARD OF TRUSTEES WERE PROVIDED A COPY OF THE 990 PRIOR TO SUBMISSION AND GIVEN TIME TO REVIEW AND ASK QUESTIONS IF INTERESTED. FORM 990, PART VI, SECTION B, LINE 12C IN THE EVENT A SERVICE OR BUSINESS RELATIONSHIP IS SOUGHT THAT IS RELATED TO A TRUSTEE, SAID TRUSTEE IS NOT ALLOWED TO BE INVOLVED IN THE DISCUSSION ON THAT DECISION/PROJECT AND IS NOT ALLOWED TO VOTE ON THAT GOVERNING BODY DECISION/PROJECT. FORM 990, PART VI, SECTION B, LINE 15A THE HEAD OF SCHOOL IS A BOARD EMPLOYEE MEANING THE BOARD OF TRUSTEES HANDLES ALL HIRING, SALARY NEGOTIATIONS, CONTRACT ISSUANCE/RENEWAL, ETC. THE CONTRACTS TYPICALLY ARE MULTI-YEAR. THE BOARD CONSIDERS COMPARABLE MARKET DATA AS WELL AS PAY SCALE AND OTHER PERTINENT FACTORS WHEN DETERMINING TERMS OF EMPLOYMENT AND COMPENSATION FOR THE HEAD OF SCHOOL. FORM 990, PART VI, SECTION C, LINE 19 INTERESTED PARTIES MAY SUBMIT A REQUEST IN WRITING TO THE ATTENTION OF THE CHIEF FINANCIAL OFFICER. FORM 990, PART XII, LINE 2C OVERSIGHT PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. MSR ENCORE INC 7005 LEAD MINE ROAD RALEIGH NC 27615 453801422 EDUCATION NC 501(C)(3) LINE 2 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0