2026-03-23T20:57:39-05:00 2025-06-30 340677006 MALONEY NOVOTNY LLC 1111 SUPERIOR AVE SUITE 700 CLEVELAND OH 441142540 990 2024-07-01 341217313 FAIRMOUNT MONTESSORI ASSOCIATION FAIR 2163217571 3380 FAIRMOUNT BLVD CLEVELAND HTS OH 44118 DEBRA J MITCHELL DIR. OF FINANCE & OPERATIONS 2163217571 2026-02-27 1 1 DAVID O REYES P00165377 2163630100 2024 2025-03-06 01:10:19Z RUFFING MONTESSORI SCHOOL KATHIE FREER 3380 FAIRMOUNT BLVD CLEVELAND HTS OH 44118 7067708 0 X WWW.RUFFINGMONTESSORI.NET X 1959 OH THE MISSION OF RUFFING MONTESSORI SCHOOL IS TO EMPLOY THE PHILOSOPHY AND METHODS OF DR. MARIA MONTESSORI TO EDUCATE YOUNG PEOPLE TO THEIR FULLEST POTENTIAL, INSTILLING A DEEP SENSE OF PERSONAL INDEPENDENCE AND SOCIAL RESPONSIBILITY. WITH THE KNOWLEDGE THAT THEY ARE CITIZENS OF THE WORLD, THEY WILL CONTRIBUTE TO THAT WORLD BY MAKING DECISIONS BASED ON THE HIGHEST ORDER OF ETHICS AND CONSCIENCE. 15 15 104 144 0 0 1437630 752761 6094533 6130266 145639 -86355 30188 20058 7707990 6816730 582575 509918 0 0 3796092 4067587 73500 0 307132 2018246 1968505 6470413 6546010 1237577 270720 10036115 11139416 1687731 1114486 8348384 10024930 X THE MISSION OF RUFFING MONTESSORI SCHOOL IS TO EMPLOY THE PHILOSOPHY AND METHODS OF DR. MARIA MONTESSORI TO EDUCATE YOUNG PEOPLE TO THEIR FULLEST POTENTIAL, INSTILLING A DEEP SENSE OF PERSONAL INDEPENDENCE AND SOCIAL RESPONSIBILITY. WITH THE KNOWLEDGE THAT THEY ARE CITIZENS OF THE WORLD, THEY WILL CONTRIBUTE TO THAT WORLD BY MAKING DECISIONS BASED ON THE HIGHEST ORDER OF ETHICS AND CONSCIENCE. 0 0 5226303 509918 5520782 STATE ACCREDITED EDUCATIONAL PROGRAM BASED ON MONTESSORI PHILOSOPHY AND SERVING APPROXIMATELY 341 CHILDREN AGES 18 MONTHS THROUGH GRADE 8. 147277 430363 SUMMER RUFFING IT IS A SIX WEEK ENRICHED DAY CAMP PROGRAM SERVING APPROXIMATELY 226 CHILDREN AGES 18 MONTHS THROUGH GRADE 8. 197202 199179 BEFORE AND AFTER SCHOOL CHILDCARE AND ENRICHMENT PROGRAMS (AFTER SCHOOL CLASSES, WINTER BREAK CAMP, SPRING BREAK CAMP) SERVING APPROXIMATELY 110 CHILDREN AGES 3 YEARS THROUGH GRADE 8. 5570782 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 29 0 1 104 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 15 15 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 OH X DEBRA MITCHELL 2163217571 3380 FAIRMOUNT BLVD CLEVELAND HEIGHTS OH 44118 ROSE KELLY CO-PRESIDENT 5.00 X X 0 0 0 SETH ENGSTROM TRUSTEE 2.00 X 0 0 0 SONAL MORATSCHEK CO-PRESIDENT 2.00 X X 0 0 0 NATALIE BLUESTONE LEADERSHIP CHAIR 2.00 X 0 0 0 DAVID LAVELLE TRUSTEE 2.00 X 0 0 0 MIKE SEBOLD TRUSTEE 2.00 X 0 0 0 STEPHANIE ADAMS TRUSTEE 2.00 X 0 0 0 MELANIE KNOWLES TRUSTEE 2.00 X 0 0 0 STEFANIE SUGAR TRUSTEE 2.00 X 0 0 0 KEVEN LARKIN TREASURER 2.00 X X 0 0 0 JOHN NEWMAN VICE PRESIDENT 2.00 X X 0 0 0 MARIANNE PREBET TRUSTEE 2.00 X 0 0 0 SYDNIA TCHEUREKDJIAN TRUSTEE 2.00 X 0 0 0 KATIE WOZNIAK TRUSTEE 2.00 X 0 0 0 REBECCA HOLLAND SECRETARY 2.00 X X 0 0 0 DEBRA J MITCHELL DIR. OF FINANCE & OPERATIO 40.00 X 136952 0 11114 KATHIE FREER HEAD OF SCHOOL 40.00 X 160911 0 34095 297863 0 45209 2 0 1 0 0 290279 462482 184953 752761 TUITION AND FEES 900099 6130266 6130266 6130266 21288 21288 143335 250978 -107643 -107643 -107643 MISCELLANEOUS 900099 20058 20058 20058 6816730 6150324 0 -86355 509918 509918 370263 314724 37026 18513 2922352 2483999 292235 146118 197998 168298 19800 9900 341635 290390 34163 17082 235339 200038 23534 11767 3977 3977 24386 24386 19930 19930 105482 100208 5274 24200 19360 3630 1210 89066 75706 8907 4453 394455 295841 78891 19723 125757 94250 25205 6302 MISCELLANEOUS 649588 486386 96412 66790 AUXILIARY FUNDS 197202 197202 SUMMER PROGRAM 147277 147277 ENRICHMENT PROGRAMS 143941 143941 43244 43244 6546010 5570782 668096 307132 3439183 3473881 220000 0 416850 526548 36413 41700 14184285 8003407 5094188 6180878 763972 876329 65509 40080 10036115 11139416 792109 660530 347472 337732 425494 0 122656 116224 1687731 1114486 X 6833178 8173645 1515206 1851285 8348384 10024930 10036115 11139416 270720 309413 1096413 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 286739 0 37015 0 323754 251462 100 45886 10709 286739 220632 100 30730 251462 245381 -34106 -9357 220632 194612 59460 8691 245381 0.54410 0.45590 0 0 209480 209480 13222739 7376661 5846078 123995 85393 38602 628071 541353 86718 6180878 AGENCY FUNDS 116224 116224 X 7712638 309413 1096413 1405826 6306812 509918 509918 6816730 6036092 0 6036092 509918 509918 6546010 PART V, LINE 4: THE INTENDED USES OF THE ORGANIZATION'S ENDOWMENT FUNDS ARE FOR TUITION ASSISTANCE, SUPPORT SERVICES FOR STUDENTS, AND PROFESSIONAL DEVELOPMENT FOR TEACHERS. PART X, LINE 2: THE ASSOCIATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ASSOCIATION BELIEVES IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AND, AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. AS OF JUNE 30, 2025, THE ASSOCIATION'S INCOME TAX YEARS 2021 AND THEREAFTER REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE, AS WELL AS VARIOUS STATE AND LOCAL TAXING AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: PRIOR PERIOD ADJUSTMENT TO ALIGN THE TIMING OF ERTC REVENUE RECOGNITION 1,096,413. PART XI, LINE 4B - OTHER ADJUSTMENTS: TUITION ASSISTANCE IS NETTED WITH TUITION AND FEES 509,918. PART XII, LINE 4B - OTHER ADJUSTMENTS: TUITION ASSISTANCE IS NETTED WITH TUITION AND FEES 509,918. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 POLICY OF NON-DISCRIMINATION IS PUBLICIZED THROUGH A PUBLIC NOTICE IN LOCAL NEWSPAPERS AND IN THE SCHOOL FAMILY HANDBOOK, AS WELL AS ON THE SCHOOL'S WEBSITE. 1 TUITION ASSISTANCE 84 509918 PART I, LINE 2 THE SCHOOL'S ONLY GRANT-MAKING ACTIVITY IS TO PROVIDE TUITION ASSISTANCE TO THOSE STUDENTS WHOSE FAMILIES SHOW FINANCIAL NEED. APPLICANTS APPLY FOR ASSISTANCE THROUGH A THIRD PARTY (FACTS), WHICH PROVIDES SUMMARY REPORTS AND MAKES RECOMMENDATIONS. THESE REPORTS ARE REVIEWED BY A SCHOOL COMMITTEE AND AWARDS ARE GRANTED BASED ON NEED AND AVAILABLE FUNDS. THE AWARDS ARE DEDUCTED FROM EACH RECIPIENT'S BILL FOR TUITION, THUS ENSURING THE GRANTS ARE USED FOR THE INTENDED PURPOSE. 0 0 0 0 0 0 0 0 0 KATHIE FREER HEAD OF SCHOOL 160911 0 0 0 0 0 0 0 34095 0 195006 0 0 0 X 6 184953 STOCK MKT VALUE 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE CORPORATION HAS NO MEMBERS OR VOTING MEMBERS OTHER THAN THE TRUSTEES OF THE CORPORATION. THE TRUSTEES, FOR PURPOSE OF ANY STATUTE OR RULE OF LAW RELATING TO THE CORPORATION, ARE TAKEN TO BE THE MEMBERS OF THE CORPORATION AND THEY HAVE ALL THE RIGHTS AND PRIVILEGES OF MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS ELECT THE MEMBERS OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF TRUSTEES HAS DELEGATED THE AUTHORITY TO REVIEW FORM 990 TO THE AUDIT/FINANCE COMMITTEE. THE COMMITTEE REVIEWED THE FORM WITH THE ASSISTANCE OF THE INDEPENDENT PUBLIC ACCOUNTING FIRM. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO SIGN A CONFLICT OF INTEREST POLICY STATEMENT ANNUALLY. THE SCHOOL'S POLICY REQUIRES THE PERSON WITH THE CONFLICT TO ABSTAIN FROM VOTING ON THE ISSUE AND TO REFRAIN FROM PARTICIPATING IN THE DISCUSSION AND DELIBERATION OF THE MATTER. THE MINUTES OF THE COMMITTEE OR BOARD MEETING ARE UPDATED TO REFLECT THE ABSTENTION AND ABSENCE OF THE PERSON DURING THE DISCUSSION OF THE MATTER. FORM 990, PART VI, SECTION B, LINE 15A FROM TIME TO TIME, THE SCHOOL CONDUCTS A COMPENSATION REVIEW OF SALARIES AND BENEFITS OF CERTAIN KEY EMPLOYEES OF THE ORGANIZATION. THE SCHOOL MAY HIRE AN EXTERNAL CONSULTANT TO CONDUCT SUCH REVIEWS. THE BOARD COLLECTS DATA FROM SIMILAR INSTITUTIONS FOR COMPARABILITY, UTILIZING DATA FROM PUBLISHED FORM 990'S, THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS, AND INDEPENDANT SCHOOL MANAGEMENT REPORTS. THE BOARD UTILIZES THIS DATA TO ASSIST IN DETERMINING APPROPRIATE COMPENSATION FOR KEY EMPLOYEES. THE MEMBERS OF THE BOARD ARE INDEPENDENT OF THE PERSONS FOR WHOM COMPENSATION DECISIONS ARE BEING MADE. FORM 990, PART VI, SECTION C, LINE 19 THE FAIRMOUNT MONTESSORI ASSOCIATION MAKES ITS FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, AND GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.