2024-05-13T09:50:16-05:00 2023-06-30 410746749 CLIFTONLARSONALLEN LLP 301 SW ADAMS STREET SUITE 1000 PEORIA IL 61602 990 2022-07-01 203707253 MONTESSORI ACADEMY AT GEIST INC MONT 3178134626 6058 W CR900N MCCORDSVILLE IN 46055 JEN GOSCH EXECUTIVE DIRECTOR 3178134626 2024-05-09 1 JEN GOSCH 999009999 1 ANDREW SMITH CPA P01518894 3096714500 2024-05-09 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X GEIST MONTESSORI ACADEMY JEN GOSCH 6058 W CR900N MCCORDSVILLE IN 46055 2972897 0 X WWW.GMACADEMY.ORG X 2005 IN THE MONTESSORI ACADEMY AT GEIST PROVIDES AN ACADEMICALLY AND CULTURALLY RICH EDUCATIONAL ENVIRONMENT THAT ALLOWS CHILDREN TO ACQUIRE KNOWLEDGE IN A NON-COMPETITIVE, INDIVIDUALIZED MANNER. WE RECOGNIZE THAT MANY ENVIRONMENTAL FACTORS ACT UPON THE DEVELOPMENT OF THE CHILD, AND SEEK TO PREPARE A SCHOOL ENVIRONMENT THAT ENCOURAGES JOYFUL LEARNING, AND GREATER EXPLORATION OF THE COMMUNITY AND THE WORLD. ACADEMICS INTEGRATE WITH CHARACTER BUILDING AND COMMUNITY AWARENESS TO FORM A WHOLE-CHILD CURRICULUM. 4 4 49 0 0 0 1901690 2295742 47523 15232 4 0 885360 661923 2834577 2972897 0 0 0 0 1327087 1378378 0 0 0 1364030 938500 2691117 2316878 143460 656019 9919227 7518316 8112395 4998641 1806832 2519675 X THE MONTESSORI ACADEMY AT GEIST PROVIDES AN ACADEMICALLY AND CULTURALLY RICH EDUCATIONAL ENVIRONMENT THAT ALLOWS CHILDREN TO ACQUIRE KNOWLEDGE IN A NON-COMPETITIVE, INDIVIDUALIZED MANNER. WE RECOGNIZE THAT MANY ENVIRONMENTAL FACTORS ACT UPON THE DEVELOPMENT OF THE CHILD, AND SEEK TO PREPARE A SCHOOL ENVIRONMENT THAT ENCOURAGES JOYFUL LEARNING, AND GREATER EXPLORATION OF THE COMMUNITY AND THE WORLD. ACADEMICS INTEGRATE WITH CHARACTER BUILDING AND COMMUNITY AWARENESS TO FORM A WHOLE-CHILD CURRICULUM. 0 0 1416965 674155 GEIST MONTESSORI ACADEMY PROVIDED PUBLIC EDUCATION TO APPROXIMATELY 251 STUDENTS IN INDIANA IN ALIGNMENT WITH THE MONTESSORI CURRICULUM AND INDIANA DEPARTMENT OF EDUCATION STANDARDS. 1416965 1 0 0 0 0 0 0 0 0 0 1 0 0 0 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 10 0 1 49 1 0 0 0 0 0 0 0 0 0 0 0 0 X 4 4 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 1 1 0 X STEPHANIE EDWARDS 3178134626 6058 W CR900N MCCORDSVILLE IN 46055 DEBI DOBINS PRESIDENT 2.00 X X 0 0 0 ERIKA RADFORD SECRETARY 1.00 X X 0 0 0 LORRIE RAMSEY TREASURER 1.00 X X 0 0 0 MELANIE LENDOR AT LARGE MEMBER 1.00 X 0 0 0 JENNIFER GOSCH EXECUTIVE DIRECTOR 40.00 X 84520 0 17342 JAMISON RAHMANY ASST. EXECUTIVE DIRECTOR 40.00 X 80743 0 7137 165263 0 24479 0 0 0 0 0 2289546 6196 2295742 STUDENT FEES 611710 15232 15232 15232 3000 0 3000 3000 3000 MISCELLANEOUS 900099 376406 376406 PRE-K PROGRAM 900099 186418 186418 BEFORE/AFTER CARE 900099 96099 96099 658923 2972897 674155 0 3000 X 169796 133590 36206 996605 784100 212505 31260 15978 15282 95823 69116 26707 84894 67133 17761 10159 10159 52045 52045 171357 132094 39263 532 532 48648 40976 7672 45198 45198 1207 1207 232754 232754 184694 22844 161850 26979 26979 REPAIRS AND MAINTENANCE 54147 54147 AUTHORIZER OVERSIGHT FE 46632 46632 PROPERTY RENTAL AND EQU 39175 39175 MISCELLANEOUS 21673 8107 13566 3300 3300 2316878 1416965 899913 0 69945 467891 176281 165624 20419 100313 2845849 0 15416 65399 7718204 1034294 6763563 6683910 27754 9253 0 25926 9919227 7518316 2951869 178641 3150 5774 5157376 4788300 0 25926 8112395 4998641 X 1806832 2519675 1806832 2519675 9919227 7518316 X 656019 -1 56825 X X 0 1 X 1 0 X 546248 546248 6504810 551272 5953538 333269 163262 170007 321370 307253 14117 12507 12507 0 6683910 RIGHT OF USE LIABILITY 25926 25926 X 3029722 56825 56825 2972897 0 2972897 2316878 0 2316878 0 2316878 PART X, LINE 2: MONTESSORI ACADEMY AT GEIST, INC. HAS RECEIVED A DETERMINATION FROM THE U.S. TREASURY DEPARTMENT STATING THAT IT QUALIFIES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AS A TAX-EXEMPT ORGANIZATION. GMA HOLDING, LLC IS IN THE PROCESS OF APPLYING FOR THE PROVISION OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AS A TAXEXEMPT ORGANIZATION. THE SCHOOL WOULD BE SUBJECT TO TAX ON INCOME UNRELATED TO ITS TAX-EXEMPT PURPOSE. FOR THE YEARS ENDED JUNE 30, 2023 AND 2022, NO ACCOUNTING FOR FEDERAL AND STATE INCOME TAXES WAS REQUIRED TO BE INCLUDED IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF INTEREST RATE SWAP 56,825. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 DURING THE REGISTRATION PERIOD, THE NONDISCRIMINATORY POLICY IS PRINTED ON ALL DISTRIBUTED MATERIALS. THE ORGANIZATION DOES NOT SOLICIT STUDENTS VIA NEWSPAPERS OR BROADCAST MEDIA. SCHEDULE E, PART I, LINE 6 AS A PUBLIC CHARTER SCHOOL, THE ORGANIZATION RECEIVES FUNDING FROM THE STATE OF INDIANA AS WELL AS GRANT PROGRAMS ENACTED BY THE FEDERAL GOVERNMENT FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT COPY OF THE FORM 990 IS PROVIDED TO EACH MEMBER OF THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING IT WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C MEMBERS OF THE BOARD OF DIRECTORS ARE RESPONSIBLE FOR DECLARING ANY PERCEIVED CONFLICT OF INTEREST WHENEVER A MATTER OF POTENTIAL CONFLICT IS BROUGHT BEFORE THE BOARD. THE AFFECTED MEMBER IS PRECLUDED FROM DELIBERATION ON THE MATTER IN QUESTION AS WELL AS VOTING ON THE MATTER. FORM 990, PART VI, SECTION B, LINE 15 SALARIES FOR ALL PERSONNEL ARE REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS. COMPENSATION IS DETERMINED BY REFERENCE TO COMPARABLE LEVELS OF COMPENSATION AT OTHER PUBLIC SCHOOLS, AND COMPENSATION SURVEYS CONDUCTED BY THE US DEPARTMENT OF EDUCATION, THE INDIANA DEPARTMENT OF EDUCATION, AND OTHER ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES AND SERVICES: PROGRAM SERVICE EXPENSES 132,094. MANAGEMENT AND GENERAL EXPENSES 39,263. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 171,357. FORM 990, PART IX, LINE 24E FOOD COSTS: PROGRAM SERVICE EXPENSES 3,300. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,300. FORM 990, PART XI, LINE 9: CURRENT YEAR CHANGES IN VALUE OF INTEREST RATE SWAP 56,825. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS OVERSIGHT AND SELECTION PROCESS DID NOT CHANGE DURING THE TAX YEAR.