2026-05-13T08:18:29-05:00 2025-06-30 411504933 LB CARLSON LLP 605 HIGHWAY 169 SUITE 650 MINNEAPOLIS MN 55441 990 2024-07-01 844962541 OHM OHM 6514848242 4665 HODGSON ROAD SHOREVIEW MN 55126 JILL HASPERT TREASURER 6514848242 2026-05-04 1 0 VICTORIA L HOLINKA P00735616 7635358150 2026-05-04 2024 2025-03-06 01:10:19Z JILL HASPERT 4665 HODGSON ROAD SHOREVIEW MN 55126 4432560 0 X HTTPS://OHMCS.ORG/ X 2021 MN OAK HILL MONTESSORI COMMUNITY SCHOOL IS PROUD TO BE A DIFFERENT POINT-OF-VIEW IN EDUCATION; DRIVEN BY THE MOTIVATION OF STUDENTS. WE PRESENT CHALLENGING ACADEMICS WHILE VALUING SOCIAL SKILLS AS MUCH AS MATHEMATICAL SKILLS. 9 7 80 35 0 0 2454954 2415643 1873702 2013134 0 3783 0 0 4328656 4432560 0 0 0 0 2345115 2504400 0 0 0 2119845 1935187 4464960 4439587 -136304 -7027 4785682 4401065 5082501 4704911 -296819 -303846 OAK HILL MONTESSORI COMMUNITY SCHOOL (OHMCS) IS PROUD TO BE A DIFFERENT POINT-OF-VIEW IN EDUCATION; DRIVEN BY THE MOTIVATION OF STUDENTS. WE PRESENT CHALLENGING ACADEMICS WHILE VALUING SOCIAL SKILLS AS MUCH AS MATHEMATICAL SKILLS. 0 0 3970595 2013134 ONE OF MANY ASPIRATIONS FOR OAK HILL MONTESSORI COMMUNITY SCHOOL IS TO MAKE MONTESSORI EDUCATION MORE ACCESSIBLE TO CHILDREN. STUDENTS ARE ENROLLED BETWEEN KINDERGARTEN AND 8TH GRADE. DURING THE FISCAL YEAR ENDED JUNE 30, 2025, THE SCHOOL SERVED AN ESTIMATED 167 STUDENTS. 3970595 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 80 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 9 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MN X JILL HASPERT 6514848242 4665 HODGSON ROAD SHOREVIEW MN 55126 HEIDI JAMES MEMBER 40.00 X 55609 0 0 MOLLY PETRACCA MEMBER 40.00 X 48617 0 0 VASHTI WILSON MEMBER 5.00 X 0 0 0 MICHAEL MCCALL MEMBER 5.00 X 0 0 0 TARIQ IBRAHIM MEMBER 5.00 X 0 0 0 MARY WILCOX SECRETARY 2.00 X X 0 0 0 MATTHEW HOWELL TREASURER 5.00 X X 0 0 0 DAVE ANDERSON VICE CHAIR 5.00 X X 0 0 0 JULI RUBIN CHAIR 5.00 X X 0 0 0 104226 0 0 0 0 0 0 CKC GOOD FOOD PO BOX 583598 MINNEAPOLIS MN 55458 FOOD SERVICE PROVIDER 137614 1 2338336 77307 2415643 STUDENT PROGRAM FEES 611710 1508335 1508335 OTHER EDUCATIONAL PURP 611710 459965 459965 FOOD SERVICE 611710 44834 44834 2013134 3783 3783 4432560 2013134 0 3783 105979 105979 1968361 1789012 179349 175590 161147 14443 103669 69009 34660 150801 137916 12885 2930 2930 72483 72483 393629 391165 2464 110142 12594 97548 28640 17209 11431 142067 142067 7552 7552 178638 178638 26600 1318 25282 114394 85527 28867 19329 19329 PENSION EXPENSE PER ACT 294652 308002 -13350 OTHER EXPENSES 148825 148825 FOOD 146671 146671 SPECIAL EDUCATION 134707 134707 113928 113928 4439587 3970595 468992 0 264195 560889 351797 258825 26088 874 12824 13856 3121372 414609 2763173 2706763 1367605 859858 4785682 4401065 245836 212788 89494 81434 2760308 2733746 1986863 1676943 5082501 4704911 X -442169 -367373 2865 -26983 142485 90510 -296819 -303846 4785682 4401065 -7027 0 X X 0 1 X 1 0 X 2867436 327708 2539728 42976 10169 32807 210960 76732 134228 2706763 DEFERRED PENSION OUTFLOWS - PERA 317791 DEFERRED PENSION OUTFLOWS - TRA 542067 859858 NET PENSION LIABILITIES 1307144 DEFERRED PENSION INFLOWS - PERA 222490 DEFERRED PENSION INFLOWS - TRA 147309 1676943 X 4432560 0 4432560 0 4432560 4439587 0 4439587 0 4439587 PART X, LINE 2: THE SCHOOL IS EXEMPT FROM INCOME TAXES UNDER INTERNAL REVENUE CODE (IRC) 501(C)(3). THE SCHOOL IS SUBJECT TO TAX ON INCOME FROM ANY UNRELATED BUSINESS. THE SCHOOL FOLLOWS RECOGNITION REQUIREMENTS FOR UNCERTAIN INCOME TAX POSITIONS AS REQUIRED BY THE FINANCIAL ACCOUNTING STANDARDS BOARD ACCOUNTING STANDARDS CODIFICATION 740-10. INCOME TAX BENEFITS ARE RECOGNIZED FOR INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, ONLY WHEN IT IS DETERMINED THAT THE INCOME TAX POSITION WILL MORE-LIKELY-THAN-NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. THE SCHOOL HAS ANALYZED TAX POSITIONS TAKEN FOR FILING WITH THE INTERNAL REVENUE SERVICE AND THE STATE JURISDICTION WHERE IT OPERATES. THE SCHOOL BELIEVES THAT INCOME TAX FILING POSITIONS WILL BE SUSTAINED UPON EXAMINATION AND DOES NOT ANTICIPATE ANY ADJUSTMENTS THAT WOULD RESULT IN A MATERIAL ADVERSE EFFECT ON THE SCHOOL'S FINANCIAL CONDITION, RESULTS OF OPERATIONS, OR CASH FLOWS. ACCORDINGLY, THE SCHOOL HAS NOT RECORDED ANY RESERVES OR RELATED ACCRUALS FOR INTEREST AND PENALTIES FOR UNCERTAIN INCOME TAX POSITIONS AT YEAR-END. THE SCHOOL IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS IN PROGRESS FOR ANY OPEN TAX PERIODS. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE POLICY IS AVAILABLE ON THE SCHOOL'S WEBSITE. SCHEDULE E, PART I, LINE 6 THE SCHOOL RECEIVES FEDERAL AND STATE AID FOR THE PURPOSE OF PROVIDING EDUCATION SERVICES TO ITS STUDENTS. FORM 990, PART VI, SECTION B, LINE 11B ONCE THE 990 IS COMPLETED BY AN INDEPENDENT CPA, A COPY WILL BE PROVIDED TO MANAGEMENT OF THE SCHOOL FOR REVIEW BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C POLICY AND CONFLICT OF INTEREST IS ADDRESSED AT BOARD MEETINGS MONTHLY. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION WAS BASED ON COMPARABLE JOB DUTIES AND RESPONSIBILITES. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICTS OF INTERST POLICY, AND FINANCIAL STATEMENTS ARE PROVIDED UPON REQUEST. FORM 990, PART XII, LINE 2C: THE BOARD ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF IT'S FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT ANNUALLY. FORM 990, PART VI, SECTION A, LINE 1B: SEVERAL MEMBERS OF THE BOARD ARE TEACHERS AT OHM. MINNESOTA STATE STATUTE 124D.10 SUBD.4(G) REQUIRES THE BOARD TO HAVE AT LEAST ONE MEMBER THAT IS AN EMPLOYED/CONTRACTED TEACHER. AUTHORIZER OHM IS REQUIRED TO HAVE AN AUTHORIZER TO MONITOR ITS OPERATIONS IN ORDER TO MAINTAIN ITS CHARTER. OHM'S APPROVED AUTHORIZER DURING THE FISCAL YEAR 2024 WAS THE MINNESOTA OFFICE OF CHARTER AUTHORIZING.