2024-05-06T14:29:23-05:00 2023-06-30 341818258 MEADEN & MOORE LTD 1375 EAST NINTH STREET SUITE 1800 CLEVELAND OH 441141790 990 2022-07-01 340903793 HUDSON MONTESSORI ASSOCIATION HUDS 3306500424 7545 DARROW ROAD HUDSON OH 44236 LAUREN MACLAREN TREASURER 3306500424 2024-04-25 1 LAUREN MACLAREN 999009999 0 KAREN B COONEY P00285983 2162413272 2024-04-25 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z MATT VIRGIL 7545 DARROW ROAD HUDSON OH 44236 5007178 0 X WWW.HUDSONMONTESSORI.ORG X 1962 OH TO FOSTER A MONTESSORI EDUCATIONAL ENVIRONMENT CONDUCIVE TO EACH CHILD'S UNIQUE QUALITIES AND ABILITIES. 9 9 82 0 0 0 661994 445847 3822679 4440781 684 28661 70397 19825 4555754 4935114 352980 218740 0 0 2377469 2685427 0 0 103112 1254633 1242605 3985082 4146772 570672 788342 5741271 6784771 3778746 4033904 1962525 2750867 X TO FOSTER A MONTESSORI EDUCATIONAL ENVIRONMENT CONDUCIVE TO EACH CHILD'S UNIQUE QUALITIES AND ABILITIES FOR THE DEVELOPMENT OF SOCIAL, EMOTIONAL, AND REASONING SKILLS THAT ARE ESSENTIAL FOR A LIFETIME OF INDEPENDENT, CREATIVE THINKING AND LEARNING IN THE WORLD COMMUNITY. 0 0 2446392 218740 3607084 INSTRUCTIONAL-PRE-SCHOOL, ELEMENTARY AND MIDDLE SCHOOL CLASSROOMS SERVING CHILDREN AGED 2 1/2 TO 14 YEARS OLD. THE MONTESSORI METHOD OF EDUCATION IS BASED ON A PHILOSOPHY AND PEDAGOGY SET OUT BY DR. MARIA MONTESSORI OVER 100 YEARS AGO. CHILDREN WHO HAVE ATTENDED MONTESSORI SCHOOL ARE MORE CONFIDENT IN THEIR ABILITIES, MOTIVATED TO ACHIEVE NEW LEVELS OF KNOWLEDGE AND HAVE A LOVE OF LEARNING. 252 CHILDREN ENROLLED IN FY2023. 418749 429231 SUMMER PROGRAMS - VARIOUS CAMP AND EDUCATIONAL PROGRAMS ALSO INCORPORATING THE MONTESSORI METHOD. 624129 310684 TODDLER PROGRAM, 18 MONTH - 3 YEARS, TODDLER AND PARENT OR CAREGIVER ATTENDS AND HAS THE OPPORTUNITY TO EXPLORE THE MONTESSORI METHOD OF EDUCATION TOGETHER. ALSO INCLUDES CONSERVATORY OF MUSIC. 0 93782 AFTER SCHOOL ENRICHMENT PROGRAMS AND EXTENDED CARE 0 93782 3489270 1 1 0 1 0 0 0 0 0 1 1 0 0 0 0 1 0 1 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 13 0 1 82 1 1 1 0 0 0 0 1 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 1 1 0 OH X JACKIE BURDETT 3306500424 7545 DARROW ROAD HUDSON OH 44236 MICHELLE SMITH TRUSTEE 3.00 X 0 0 0 ERIN MATSON PRESIDENT 4.00 X X 0 0 0 KARL VADEN SECRETARY 4.00 X X 0 0 0 SADIA SALEEM TRUSTEE 3.00 X 0 0 0 NANCY HOVAN TRUSTEE 3.00 X 0 0 0 LAUREN MACLAREN CO-TREASURER 4.00 X X 0 0 0 JENNIFER RAY-TOMASEK VICE PRESIDENT 4.00 X X 0 0 0 SUSAN RIFFLE STARTED 82022 TRUSTEE 3.00 X 0 0 0 MELISSA REY STARTED 82022 TRUSTEE 3.00 X 0 0 0 MEGAN LAVINS LEFT 62023 TRUSTEE 3.00 X 0 0 0 MAX ROSENWASSER LEFT 62023 TRUSTEE 3.00 X 0 0 0 STEPHANIE REZNIK LEFT 22023 TRUSTEE 3.00 X 0 0 0 TRACE TISLER LEFT 62023 CO-TREASURER 4.00 X X 0 0 0 ERIC LIN LEFT 22023 TRUSTEE 3.00 X 0 0 0 JACKIE HERSH LEFT 52023 TRUSTEE 3.00 X 0 0 0 MATT VIRGIL HEAD OF SCHOOL 40.00 X 173460 0 17149 173460 0 17149 1 0 1 0 0 19893 215482 210472 445847 TUITION 611710 3607084 3607084 SUMMER PROGRAM 611710 429231 429231 MUSIC CONSERVATORY 611710 163974 163974 CHILD CARE 611710 146710 146710 OTHER PROGRAMS 611710 93782 93782 4440781 28865 28865 53583 31515 22068 22068 22068 204 -204 -204 -204 38102 19893 40345 -2243 -2243 4935114 4440781 0 48486 218740 218740 198746 139122 59624 2149421 1923975 225446 162441 131018 31423 174819 135338 39481 9212 7369 1843 91923 91923 6772 6772 48448 48448 151693 127185 16331 8177 302483 269209 24199 9075 87795 78138 7023 2634 224025 199382 17922 6721 ACTIVITIES AND FIELDTRI 154419 154419 PROFESSIONAL DEVELOPMEN 61313 30253 21251 9809 DUES AND SUBSCRIPTIONS 51656 46490 5166 MISCELLANEOUS 50705 28632 5554 16519 2161 432 1729 4146772 3489270 554390 103112 2736557 3530519 30450 15950 2124 6000 31830 19007 7615685 4402390 2940310 3213295 5741271 6784771 263566 677250 1120299 1024220 2394881 2332434 3778746 4033904 X 1514651 2339361 447874 411506 1962525 2750867 5741271 6784771 788342 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 2274 2274 0 PART II-B, LINE 1, LOBBYING ACTIVITIES: HMA IS A DUES-PAYING MEMBER OF THE OHIO ASSOCIATION OF INDEPENDENT SCHOOLS, AN ENTITY WHO DID PARTICIPATE IN SOME LOBBYING ACTIVITY. THEREFORE, A PORTION OF THE TOTAL DUES PAID BY HMA SHOULD BE CONSIDERED LOBBYING EXPENSE. THE AMOUNT DISCLOSED REPRESENTS TOTAL DUES PAID SINCE AN ALLOCATION OF THE PORTION OF DUES ATTRIBUTED TO LOBBYING WAS NOT AVAILABLE. 237124 3200 1118 241442 236798 326 237124 234888 1500 410 236798 230478 4410 234888 227595 2500 383 230478 1.00000 0 0 150875 150875 5946028 3136262 2809766 1194370 987252 207118 262706 217170 45536 61706 61706 0 3213295 X PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT FUNDS ARE TO BE USED FOR GENERAL OPERATIONS, MAINTENANCE, AND SCHOLARSHIPS. THE BOARD HAS ADOPTED A SPENDING POLICY WHERE THE ANNUAL AMOUNT INCLUDED IN THE BUDGET FOR WITHDRAWAL, INCLUDING INTEREST AND DIVIDEND INCOME AND CAPITAL GAINS, MUST FALL WITHIN THE UPMIFA GUIDELINES AND NOT EXCEED 5% OF THE AVERAGE ENDOWMENT BALANCE AT THE END OF THE PRIOR TWELVE FISCAL QUARTERS. ADDITIONAL WITHDRAWALS ARE PERMITTED WITH SPECIFIC BOARD APPROVAL. PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE SCHOOL AND RECOGNIZE A TAX LIABILITY IF THE SCHOOL HAS TAKEN CERTAIN TAX POSITIONS THAT MORE-LIKELY-THAN-NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY APPLICABLE TAXING AUTHORITIES. THE SCHOOL WOULD RECOGNIZE INTEREST AND PENALTIES ACCRUED, IF ANY, RELATED TO UNRECOGNIZED TAX UNCERTAINTIES IN INCOME TAX EXPENSE. MANAGEMENT HAS ANALYZED TAX POSITIONS TAKEN AND HAS CONCLUDED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 NON-DISCRIMINATION POLICY IS PRINTED ON ENROLLMENT APPLICATIONS AS WELL AS BROCHURES AND PARENT HANDBOOK. SCHEDULE E, PART I, LINE 4 HMA RECEIVES GRANT MONEY FROM THE STATE OF OHIO. THE AMOUNT RECEIVED IS FOR STATE-APPROVED EXPENSES INCURRED IN ORDER TO BE CONSIDERED IN COMPLIANCE WITH STATE LAW (SUCH AS FIRE DRILLS); AND MATERIALS FOR STUDENT USE. THE AMOUNT OF STATE FUNDING IS DETERMINED BY THE NUMBER OF STUDENTS ENROLLED. SCHEDULE E, PART I, LINE 6 ASSISTANCE FROM GOVERNMENTAL AGENCY SCHEDULE E, PART 1, LINE 6A HUDSON MONTESSORI SCHOOL RECEIVES GRANT MONEY FROM THE STATE OF OHIO. THE AMOUNT RECEIVED IS FOR STATE APPROVED EXPENSES INCURRED IN ORDER TO BE CONSIDERED IN COMPLIANCE WITH STATE LAW (SUCH AS FIRE DRILLS). A PORTION OF THE GRANT MONEY IS ALSO DETERMINED BY THE NUMBER OF STUDENTS ENROLLED. AUCTION 49599 19893 29706 10415 3090 4826 4161 VARIOUS 8396 8396 17853 57995 19893 38102 10415 3090 4826 22014 40345 -2243 1 FINANCIAL AID 35 218740 FMV PART I, LINE 2: FINANCIAL AID TO INDIVIDUALS ARE USED TO OFFSET TUITION BILLED BY THIS ORGANIZATION AND IS NOT USED AT OTHER ORGANIZATIONS. X X 0 0 0 0 0 0 0 0 0 MATT VIRGIL HEAD OF SCHOOL 172460 0 1000 0 0 0 5303 0 11846 0 190609 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE 990 IS REVIEWED AND APPROVED BY THE FINANCE COMMITTEE AND A FINAL COPY IS DISTRIBUTED TO THE BOARD FOR THEIR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD WILL ADOPT AND REVIEW PERIODICALLY A POLICY ON SELF-DEALING FOR TRUSTEES. THOSE TRUSTEES WHO HAVE FRIENDS OR RELATIVES IN THE SCHOOL AS STUDENTS, FACULTY, OR ADMINISTRATORS, MUST PLACE THE MISSION AND FUTURE OF THE SCHOOL ABOVE THE IMMEDIATE INTERESTS OF ANY SUCH INDIVIDUAL. FROM TIME TO TIME CERTAIN COMMITTEES WILL HAVE CAUSE TO DEAL WITH THE ON-GOING SCHOOL OPERATIONAL MATTERS; (E.G. HEAD SUPPORT & EVALUATION COMMITTEE HANDLING A GRIEVANCE). OTHERWISE, TRUSTEES WILL REFRAIN FROM REPRESENTING THE BOARD IN NON-BOARD RELATED CONTRACTS. WHEN MATTERS FOR WHICH A TRUSTEE HAS SUCH PERSONAL INTEREST COME BEFORE THE BOARD OR A COMMITTEE, THE TRUSTEE WILL ABSTAIN FROM INTRODUCING MOTIONS, RESOLUTIONS, SECONDING OR VOTING. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD WILL PERIODICALLY REVIEW AND CONFIRM COMPENSATION AND BENEFIT POLICIES AND A RANGE OF SALARIES FOR STAFF AND FACULTY; PROVIDED HOWEVER, THAT THE HEAD OF SCHOOL WILL BE RESPONSIBLE FOR APPLYING THE POLICIES AND SALARY SCALE TO ALL SPECIFIC CONTRACTS WITH SCHOOL PERSONNEL. WHEN THE CURRENT CONTRACT IS ABOUT TO EXPIRE FOR THE HEAD OF SCHOOL, THE BOARD REVIEWS AND DETERMINES THE FUTURE COMPENSATION FOR THE HEAD OF SCHOOL. A COMMITTEE WAS FORMED TO EVALUATE STAFF AND FACULTY COMPENSATION AND BENEFITS. ALL OTHER EMPLOYEES COMPENSATION IS DETERMINED BY THE HEAD OF SCHOOL. EXPERIENCE AND SALARY OF OTHER SCHOOLS IN THE AREA ARE USED TO DETERMINE COMPENSATION OFFERED. FORM 990, PART VI, SECTION C, LINE 18 CURRENT GOVERNING DOCUMENTS, CURRENT CONFLICT OF INTEREST POLICY, AND CURRENT FINANCIAL STATEMENTS ARE AVAILABLE FOR REVIEW UPON REQUEST. ANYONE REQUESTING TO REVIEW THESE DOCUMENTS ARE WELCOME TO COME INTO THE SCHOOL TO REVIEW. FORM 990, PART VI, SECTION C, LINE 19 CURRENT GOVERNING DOCUMENTS, CURRENT CONFLICT OF INTEREST POLICY, AND CURRENT FINANCIAL STATEMENTS ARE AVAILABLE FOR REVIEW UPON REQUEST. ANYONE REQUESTING TO REVIEW THESE DOCUMENTS ARE WELCOME TO COME INTO THE SCHOOL TO REVIEW. HMS PROPERTY HOLDINGS LLC 7545 DARROW ROAD HUDSON OH 44236 271836788 HOLD PROPERTY OH 21713 191403 HMA 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 HMS PROPERTY HOLDINGS A 53228 CASH PAID