2024-02-14T09:49:08-06:00 2023-06-30 521853933 JM&M 10500 LITTLE PATUXENT PARKWAY SUITE 770 COLUMBIA MD 21044 990 2022-07-01 454726453 LEE MONTESSORI PUBLIC CHARTER SCHOOL LEEM 2027799740 3025 4TH STREET NE WASHINGTON DC 20017 SIMON RODBERG CURRENT EXECUTIVE DIRECTOR 2027799740 2024-02-14 1 SIMON RODBERG 999009999 1 MEENA BISHNOI P01480769 4108840220 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z SIMON RODBERG 3025 4TH STREET NE WASHINGTON DC 20017 14300571 0 X WWW.LEEMONTESSORI.ORG X 2013 DC TO CREATE A MORE JUST, LIBERATED WORLD THROUGH A DIVERSE, INTERCONNECTED COMMUNITY THAT REDEFINES HIGH-QUALITY EDUCATION BY PAIRING MONTESSORI WITH ANTI-BIAS/ANTI-RACIST PRACTICES; TO CREATE A JOYFUL LEARNING ENVIRONMENT WHERE CHILDREN AND FAMILIES FLOURISH, AND CAN SHOW UP AS THEIR AUTHENTIC SELVES. 6 6 155 9 0 0 1644582 2844765 9199087 11433438 134 4 -3838 7093 10839965 14285300 0 0 0 0 6549880 7903175 0 0 64889 4494516 5809284 11044396 13712459 -204431 572841 14659011 19671036 12609524 17048708 2049487 2622328 X TO CREATE A MORE JUST, LIBERATED WORLD. LEE MONTESSORI IS A DIVERSE, INTERCONNECTED COMMUNITY THAT REDEFINES HIGH-QUALITY EDUCATION BY PAIRING MONTESSORI WITH ANTI-BIAS/ANTI-RACIST PRACTICES. LEE MONTESSORI CREATES A JOYFUL LEARNING ENVIRONMENT WHERE CHILDREN AND FAMILIES FLOURISH, AND CAN SHOW UP AS THEIR AUTHENTIC SELVES. 0 0 12288593 11433438 THE SCHOOL ACHIEVES ITS MISSION BY INSPIRING ACADEMIC SUCCESS BY PROVIDING MONTESSORI CURRICULUM IN A HOLISTIC AND DEVELOPMENTALLY RESPONSIVE ENVIRONMENT; NURTURING STUDENT CREATIVITY, CURIOSITY AND EFFICACY BY PROMOTING SELF-DIRECTED EDUCATION; OFFERING INDIVIDUAL PACED ACADEMIC INSTRUCTION AND ACTIVITIES; ENGAGING STUDENTS IN PURPOSEFUL AND COLLABORATIVE COMMUNITY BUILDING ACTIVITIES; FOSTERING STUDENT'S USE OF INNER DISCIPLINE, CONCENTRATION AND TASK COMPLETION TO ENCOURAGE LIFELONG CRITICAL THINKING AND DISCOVERY; AND PRESERVING AND CULTIVATING THE INNATE CAPACITY OF STUDENTS SO THEY CAN REACH THEIR FULL POTENTIAL AS CONTRIBUTING GLOBAL CITIZENS. 12288593 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 1 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 34 0 1 155 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X SIMON RODBERG 2027799740 3025 4TH STREET NE WASHINGTON DC 20017 CATHARINE BELLINGER CHAIR UNTIL 04/2023 1.00 X X 0 0 0 ERIC BETHEL VICE CHAIR UNTIL 04/2023, THEN CHAIR 1.00 X X 0 0 0 LORRAINE MADALA TREASURER 1.00 X X 0 0 0 KATE WENDEL SECRETARY 1.00 X X 0 0 0 ASHLEY SOUTHERLAND DIRECTOR AS OF 06/2023 1.00 X 0 0 0 KRISTINE FRECH DIRECTOR UNTIL 04/2023 1.00 X 0 0 0 JESSICA MILTON DIRECTOR 1.00 X 0 0 0 SARAH MORGAN DIRECTOR 1.00 X 0 0 0 ROB PULCIANI DIRECTOR UNTIL 03/2023 1.00 X 0 0 0 CHRIS PENCIKOWSKI EXECUTIVE DIRECTOR 40.00 X 151876 0 23484 ERIN HART DIRECTOR OF OPERATIONS 40.00 X 131163 0 10155 MEGAN HUBBARD HEAD OF SCHOOL - BROOKLAND CAMPUS 40.00 X 139424 0 10613 EBONY CRAWFORD HEAD OF SCHOOL - EAST END CAMPUS 40.00 X 118020 0 9492 540483 0 53744 4 0 1 0 ALIGNSTAFFING 1501 ST PAUL ST SUITE 110 BALTIMORE MD 21202 SPECIAL ED. SERVICES 467360 STUDIO TWENTY SEVEN ARCHITECTURE 805 15TH ST NW SUITE 430 WASHINGTON DC 20005 CONSTRUCTION 420811 YOUNG AND WELL 932 HUNGERFORD DR SUITE 18A ROCKVILLE MD 20850 SPECIAL ED. SERVICES 259910 TOP SPANISH CAFE AND CATERING INC 3541 GEORGIA AVE NW WASHINGTON DC 20010 FOOD SERVICE PROVIDER 176165 PMM COMPANIES 15938 DERWOOD ROAD ROCKVILLE MD 20855 JANITORIAL SERVICES 136646 5 44117 2494696 305952 29510 2844765 PER PUPIL APPROPRIATIONS 900099 9328157 9328157 PER PUPIL FACILTY ALLOWANCE 900099 1679214 1679214 ACTIVITY FEES 611710 426067 426067 11433438 4 4 8355 44117 15271 -6916 -6916 REFUNDS AND REWARDS 900099 14009 14009 14009 14285300 11433438 0 7097 340222 321410 16028 2784 6263148 5917348 294802 50998 182733 172500 8671 1562 589328 556326 27967 5035 527744 498190 25044 4510 140887 140887 176922 176922 341389 179315 162074 93471 65298 28173 89517 69856 19661 1720332 1514338 205994 149527 142430 7097 472435 420467 51968 653482 514462 139020 40943 14028 26915 DIRECT STUDENT COSTS 1606954 1606954 PROFESSIONAL DEVELOPMEN 268409 255671 12738 FEES AND LICENSES 53501 40000 13501 BAD DEBT EXPENSE 1515 1515 13712459 12288593 1358977 64889 1377069 875039 272031 399 546631 2359810 99708 22272 48015 125848 14297523 832119 12304181 13465404 11376 2822264 14659011 19671036 841977 1617044 11680972 12480192 86575 2951472 12609524 17048708 X 2045852 2567137 3635 55191 2049487 2622328 14659011 19671036 572841 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1701910 1701910 9361908 378658 8983250 903016 97832 805184 203996 172081 31915 2126693 183548 1943145 13465404 SECURITY DEPOSITS 11376 OPERATING LEASE - RIGHT OF USE ASSET 2810888 2822264 OPERATING LEASE LIABILITY 2951472 2951472 X 14300571 15271 15271 14285300 0 14285300 13727730 15271 15271 13712459 0 13712459 PART X, LINE 2: THE SCHOOL BELIEVES THAT 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 OR THAT WOULD HAVE AN EFFECT ON ITS TAX-EXEMPT STATUS. THERE ARE NO UNRECOGNIZED TAX BENEFITS OR LIABILITIES THAT NEED TO BE RECORDED. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 15,271. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 15,271. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 0 SCHEDULE E, PART I, LINE 3 POLICY IS PUBLICIZED IN THE BULLETIN OF INFORMATION GIVEN TO STUDENTS AND PARENTS APPLYING TO THE INSTITUTE AND TO POTENTIAL BENEFACTORS. SCHEDULE E, PART I, LINE 6 THE ORGANIZATION RECEIVES VARIOUS GRANTS AND ASSISTANCE FROM THE U.S. DEPARTMENT OF AGRICULTURE, U.S. DEPARTMENT OF EDUCATION, U.S DEPARTMENT OF THE TREASURY, AND THE OFFICE OF THE STATE SUPERINTENDENT OF EDUCATION. SCHEDULE E, PART I, LINE 7 AS A PUBLIC CHARTER SCHOOL LEE MONTESSORI IS EXEMPT FROM THE REQUIREMENTS OF REV. PROC. 75-50. ANNUAL GALA 52472 44117 8355 13356 1915 52472 44117 8355 13356 1915 15271 -6916 X X 0 0 0 0 0 0 0 0 0 CHRIS PENCIKOWSKI EXECUTIVE DIRECTOR 148876 0 3000 0 0 0 6152 0 17332 0 175360 0 0 0 MEGAN HUBBARD HEAD OF SCHOOL - BROOKLAND CAMPUS 131859 0 2525 0 5040 0 5639 0 4974 0 150037 0 0 0 X FEDERAL COMMODITIES 1 21317 NUMBER OF CONTRIBUTO X GIFT CERTIFICATES 18 8193 NUMBER OF CONTRIBUTO 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS REVIEWS AND APPROVES THE FORM 990, WHICH IS PREPARED BY AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTING FIRM, BEFORE FILING IT WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C EACH MEMBER OF THE BOARD OF DIRECTORS SHALL ANNUALLY SIGN A STATEMENT THAT AFFIRMS THAT SUCH PERSON: A. HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY; B. HAS READ AND UNDERSTANDS THE POLICY; C. HAS AGREED TO COMPLY WITH THE POLICY; AND D. UNDERSTANDS THAT LEE MONTESSORI PCS IS A CHARITABLE ORGANIZATION AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION STATUS IT MUST ENGAGE PRIMARILY IN ACTIVITIES THAT ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION REVIEWS THE EXECUTIVE DIRECTOR'S COMPENSATION BY COMPARING TO OTHER ORGANIZATIONS. THE BOARD THEN APPROVES COMPENSATION BASED ON PERFORMANCE. THE LAST EXECUTIVE DIRECTOR SALARY REVIEW WAS PERFORMED IN OCTOBER 2021. 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: THESE PROCESSES HAVE NOT CHANGED IN THE CURRENT YEAR.