2026-04-04T20:57:07-05:00 2025-05-31 WITHUMSMITHBROWNPC 200 S ORANGE AVESTE 1200 ORLANDO FL 328013400 990 2024-06-01 590657329 MONTVERDE ACADEMY INC % JON HOPMAN MONT 4074692561 17235 7TH STREET MONTVERDE FL 347563210 S RENEE STEPHENS LUNDY CHAIRWOMAN 4074692561 2026-04-15 true true Jennifer L Keshwar CPA P01784817 4078491569 2024 2025-03-06 01:10:19Z S RENEE STEPHENS LUNDY 17235 7TH STREET MONTVERDE FL 347563210 42822073 false X WWW.MONTVERDE.ORG X 1912 FL TO INSPIRE STUDENTS TO BECOME LEADERS WITH A PASSION FOR KNOWLEDGE, GLOBAL VISION AND INNOVATION WHILE DEVELOPING CHARACTER IN A NURTURING AND DIVERSE COMMUNITY. 9 9 417 10 0 0 597477 1055824 33254034 37356945 440744 648404 1818749 2015892 36111004 41077065 0 0 0 0 15638834 17005605 0 0 37594 20185888 23877996 35824722 40883601 286282 193464 60061633 60319359 14597155 14301589 45464478 46017770 X TO INSPIRE STUDENTS TO BECOME LEADERS WITH A PASSION FOR KNOWLEDGE, GLOBAL VISION AND INNOVATION WHILE DEVELOPING CHARACTER IN A NUTURING AND DIVERSE COMMUNITY. MONTVERDE ACADEMY IS A COEDUCATIONAL INDEPENDENT SCHOOL THAT SERVES GRADES PRE-K 3-12. OUR BOARDING PROGRAM SERVES GRADES 7-12 AND POST-GRADUATE STUDIES.AT THE HEART OF THE MONTVERDE ACADEMY EXPERIENCE IS AN ENGAGING AND CHALLENGING ACADEMIC ENVIRONMENT THAT GIVES STUDENTS THE DESIRE AND SKILLS TO ACHIEVE AT THE HIGHEST LEVEL. OUTSIDE OF THE CLASSROOM, STUDENTS DEVELOP THEIR TALENTS AND ABILITIES THROUGH INVOLVEMENT IN FINE ARTS, ATHLETICS, SCHOOL CLUBS, AND SERVICE ORGANIZATIONS. OUR STAFF MEMBERS, PARENTS, AND STUDENTS ARE PART OF A CLOSE-KNIT, DEEPLY CARING COMMUNITY. WE EMPHASIZE POSITIVE RELATIONSHIPS TO HELP BUILD SELF-ESTEEM AND CONFIDENCE IN OUR STUDENTS, AND EACH ONE OF THEM IS A VALUED COMMUNITY MEMBER. WITH ITS CULTURAL DIVERSITY, MONTVERDE ACADEMY DRAWS STUDENTS FROM AROUND THE WORLD. OUR INTERNATIONAL CHARACTER ADD false false 35723909 39573248 MONTVERDE ACADEMY IS A COLLEGE PREPARATORY, COEDUCATIONAL INDEPENDENT SCHOOL SERVING GRADES PK 3-12. THE BOARDING PROGRAM SERVES GRADES 7-12 AND POSTGRADUATE. AT THE HEART OF THE MONTVERDE ACADEMY EXPERIENCE IS AN ENGAGING AND CHALLENGING ACADEMIC ENVIRONMENT THAT GIVES STUDENTS THE DESIRE AND SKILLS TO ACHIEVE AT THE HIGHEST LEVELS. OUTSIDE OF THE CLASSROOM, STUDENTS CONTINUE TO DEVELOP THEIR TALENTS AND ABILITIES THROUGH INVOLVMENT IN FINE ARTS, ATHLETICS, SCHOOL CLUBS, AND SERVICE ORGANIZATIONS. AVERAGE ENROLLMENT DURING THE 2024-2025 SCHOOL YEAR WAS APPROXIMATELY 1,460 STUDENTS. APPROXIMATELY 235 STUDENTS ARE HOUSED ON CAMPUS; THE REMAINING STUDENTS ARE DAY STUDENTS. 35723909 true true false false false false false false false false true false false false false true true false true true false false false false true false false false false true true false false false false false false false false true false true false false false true false true false false false true 66 0 true 417 true false true CH false false false true true false false false false false false X 9 9 true false false false false false false true true false false true true true true true true true true false X JON HOPMAN 4074692561 17235 7TH STREET MONTVERDE FL 34756 Jon Hopman Head of School 40.0 0.0 X 402650 0 34594 Kevin Boyle Head Basketball Coach 40.0 0.0 X 272871 0 26031 David Rath Dean of Enrollment Management 40.0 0.0 X 237392 0 34594 Bradley Long Director of Finance & operator 40.0 0.0 X 188182 0 15711 David Bernatavitz Dean of Upper School 40.0 0.0 X 179045 0 8738 Jaime Oncins De Oliveira Head Tennis Coach 40.0 0.0 X 137010 0 20437 Meristell Shackelford Dean of the Lower School 40.0 0.0 X 140269 0 9534 SANDRA O STEPHENS TRUSTEE EMIRITUS 1.0 0.0 X 0 0 0 T SCOTT OHMSTEDE TRUSTEE 1.0 0.0 X 0 0 0 S RENEE STEPHENS LUNDY CHAIRWOMAN 1.0 0.0 X X 0 0 0 TIM J BACH VICE CHAIRMAN 1.0 0.0 X X 0 0 0 SEAN PARKS SECRETARY 1.0 0.0 X X 0 0 0 GREGORY L NELSON TREASURER 1.0 0.0 X X 0 0 0 MICHAEL MASON TRUSTEE 1.0 0.0 X 0 0 0 LORI SPECHT TRUSTEE 1.0 0.0 X 0 0 0 JON FRERE TRUSTEE THRU 08/2024 1.0 0.0 X 0 0 0 SIDNEY A MCPHEE TRUSTEE 1.0 0.0 X 0 0 0 1557419 0 149639 15 false true false International Junior Golf Academy 26945 Bella Vista Dr HOWEYINTHEHILLS FL 34737 TRAINING FEES 120633 1 672293 383531 200000 1055824 TUITION, ROOM & BOARD 611600 36731288 36731288 INSTRUCTIONAL FEES 611600 456247 456247 TRANSPORTATION FEES 611600 169410 169410 37356945 865585 865585 0 0 0 0 0 931383 2000 927822 222742 3561 -220742 -217181 -217181 27290 672293 27290 0 0 0 366743 567154 -200411 -200411 MISCELLANEOUS INCOME 611600 2071089 2071089 KEYS/FACILITY 611600 145214 145214 2216303 41077065 39573248 0 447993 0 0 0 0 728042 728042 0 13832449 12376400 1456049 1336711 1136204 200507 0 1108403 942143 166260 0 121910 121910 90028 90028 0 0 56749 56749 0 197989 197989 191969 181580 10389 0 0 955980 860382 95598 239095 47819 191276 0 0 415494 415494 0 4362414 3926173 436241 4512278 3609822 902456 ATHLETICS 3589613 3410132 179481 EQUIPMENT RENTAL AND MAINTENA 2576239 2318615 257624 DINING ROOM SUPPLIES 2165095 2165095 INSTRUCTIONAL EXPENSE 1198153 1198153 3204990 2209866 957530 37594 40883601 35723909 5122098 37594 X 2962411 1915530 4235091 1531685 0 0 0 0 0 0 0 0 0 0 277937 222583 17932 117322 83271176 40095476 39889316 43175700 12048291 12918284 0 0 0 0 0 0 630655 438255 60061633 60319359 26877 499459 0 0 7330958 8431013 7239320 5371117 0 0 0 0 0 0 0 0 0 0 14597155 14301589 X 45292963 45846237 171515 171533 45464478 46017770 60061633 60319359 193464 359828 X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 852722 852722 52071885 32463560 19608325 16646320 16646320 6855999 4840334 2015665 6844250 2791582 4052668 43175700 0 0 X 41947298 359828 567154 926982 41020316 56749 56749 41077065 41394006 567154 567154 40826852 56749 56749 40883601 FORM 990, SCHEDULE D, PART XI, LINE 2D: COST OF GOODS SOLD: $567,154 FORM 990, SCHEDULE D, PART XII, LINE 2D: COST OF GOODS SOLD: $567,154 FORM 990, SCHEDULE D, PART X LINE 2: The Academy is a tax-exempt organization under Section 501(c)(3) of the Internal Revenue Code. Thus, the Academy is not subject to corporate income taxes except for taxes on unrelated business income. Accounting principles generally accepted in the United States of America prescribe requirements for the recognition of income taxes in financial statements, and the amounts recognized are affected by income tax positions taken by the Academy in its tax returns. The Academy's status as an exempt organization is defined as an income tax position under these requirements. While management believes it has complied with the Internal Revenue Code, the sustainability of some income tax positions taken by the Academy in its tax returns may be uncertain. There are minimum thresholds of likelihood that uncertain tax positions are required to meet before being recognized in the financial statements. Management does not believe that the Academy has any material uncertain tax positions at May 31,2025 and 2024 . In the event interest and penalties were due relating to an unsustainable tax position, they would be treated as a component of income tax expense. true true true true true true true false false false false false false false false false false true PART I, LINE 3: MONTVERDE ACADEMY HAS PUBLICIZED ITS RACIALLY NONDISCRIMINATORY POLICY THROUGH NEWSPAPERS, MAGAZINE ADVERTISEMENTS, BROCHURES, AND APPLICATIONS FOR ADMISSIONS. CELEBRATING EDU 699583 672293 27290 27290 0 699583 672293 27290 27290 27290 X true true X X X X X false false false false false false false false false Jon Hopman Head of School 369500 0 1000 0 32150 0 0 0 34594 0 437244 0 0 0 Bradley Long Director of Finance & operator 151709 0 12545 0 23928 0 0 0 15711 0 203893 0 0 0 Kevin Boyle Head Basketball Coach 236867 0 35554 0 450 0 0 0 26031 0 298902 0 0 0 Jaime Oncins De Oliveira Head Tennis Coach 120813 0 16000 0 197 0 0 0 20437 0 157447 0 0 0 David Bernatavitz Dean of Upper School 176695 0 1000 0 1350 0 0 0 8738 0 187783 0 0 0 David Rath Dean of Enrollment Management 223217 0 13500 0 675 0 0 0 34594 0 271986 0 0 0 SCHEDULE J, PART 1, LINE 1A HOUSING ON THE SCHOOL CAMPUS IS PROVIDED TO CERTAIN EMPLOYEES, AS REQUIRED BY THE TERMS OF THEIR EMPLOYMENT FOR THE CONVENIENCE OF THE SCHOOL,AND IS TREATED AS NON-TAXABLE UNDER SECTION 119 OF THE INTERNAL REVENUE CODE. A FLORIDA DEVELOPMENT FINANCE CORPORATION 593270584 2012-04-11 1240000 CONSTRUCTION OF FACILITY false false false B FLORIDA DEVELOPMENT FINANCE CORPORATION 593270584 2012-04-11 5060000 REFUND PRIOR BOND ISSUE false false false A 0 0 1240000 0 0 0 13817 0 0 0 0 0 2012 false true true true B 0 0 5060000 0 0 0 56383 0 0 5003617 0 0 2012 false true true true A false false false false 0 false false false false B false false false false 0 false false false false A false true false false true false 0 false 0 true B false true false false true false 0 false 0 true A false B false SCHEDULE K, PART I, BOND ISSUER NAME: FLORIDA DEVELOPMENT FINANCE CORPORATION - REFUNDING REV. BONDS SERIES 2012A SCHEDULE K, PART I, BOND ISSUER NAME: FLORIDA DEVELOPMENT FINANCE CORPORATION - REFUNDING REV. BONDS SERIES 2012B A STI INSTITUTIONAL & GOVERNMENT INC 593270584 2020-03-31 6000000 CONSTRUCTION OF FACILITY false false false A 0 6000000 5049426 0 0 0 65748 884826 0 0 0 0 2020 false false false true A false false false false 0 false false false false A false true true false 0 false 0 true A false MARCIA BBERNATAVITZ Director of College Guidance AND SPOUSE OF HEA 97729 SALARY false MARY-KAY RATH Director of Arts Alliance 62189 SALARY false Part IV, Line 1b and 2b: Relationship with the Organization & Employee Pos Line 1b: Marcia B. Bernatavitz: Relationship with the Organization - wife of the Dean of the Upper School EMPLOYED AS THE Director of College Guidance Line 2b:Mary-Kay Rath: Relationship with the Organization - wife of the Associate Head of School EMPLOYED AS Director of Arts Alliance X 1 200000 fmv false false false FORM 990, PART VI, SECTION A, LINE 2: SANDRA O. STEPHENS, AND S. RENEE LUNDY-FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11: THE FORM 990 IS REVIEWED BY THE FINANCE AND AUDIT COMMITTEE OF THE BOARD OF TRUSTEES, THE HEADMASTER, AND THE CHAIRMAN OF THE BOARD BEFORE FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C: THE CONFLICT-OF-INTEREST POLICY IS IN ACCORDANCE WITH NAIS STANDARDS AND IS REVIEWED ANNUALLY BY THE BOARD OF TRUSTEES. ANNUAL DISCLOSURE IS REQUIRED BY OFFICERS, DIRECTORS, TRUSTEES, AND KEY EMPLOYEES FOR POTENTIAL CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15b: THE BOARD OF TRUSTEES HAS A STANDING COMMITTEE FOR HEADMASTER EVALUATION AND COMPENSATION. THE COMMITTEE EVALUATES THE HEADMASTER ANNUALLY AND USES COMPENSATION DATA PROVIDED BY NAIS TO DETERMINE SALARY IN COMPARISON TO OTHER PRIVATE SCHOOLS OF SIMILAR SIZE AND DEMOGRAPHIC. INITIAL AUTHORIZATION OF COMPENSATION FOR OTHER OFFICERS AND KEY EMPLOYEES IS MADE BY THE HEADMASTER. FINAL AUTHORIZATION IS DONE BY THE BOARD MEMBERS. DECISIONS OF BOARD MEMBERS ARE PROPERLY DOCUMENTED AND REFLECTED IN THE MINUTES. FORM 990, PART VI, SECTION C, LINE 19: THE GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS ARE MADE AVAILABLE FOR VIEWING AT REQUEST FROM THE HEADMASTER'S OFFICE. MVA CONSULTING LLC SUITE 1401 SHANGHAI STOCK EXCHANGE SHANGHAI CH 200120 452767658 RECRUITING CH 19594 MONTVERDE