2025-02-26T10:25:20-06:00 2024-06-30 911194016 CLARK NUBER PS 10900 NE 4TH ST STE 1400 BELLEVUE WA 98004 990 2023-07-01 911212740 WOODINVILLE MONTESSORI SCHOOL WOOD 4254823184 19102 NORTH CREEK PARKWAY BOTHELL WA 98011 SUNITA PAILOOR HEAD OF SCHOOL 4254823184 2025-02-25 1 1 SARAH B HUANG P00745974 4254544919 2025-02-25 2023 2025-03-06 01:10:19Z SUNITA PAILOOR 19102 NORTH CREEK PARKWAY BOTHELL WA 98011 13203120 0 X WWW.WOODINVILLEMONTESSORI.ORG X 1983 WA WOODINVILLE MONTESSORI SCHOOL IS DEDICATED TO THE OPTIMAL INTELLECTUAL, EMOTIONAL, SOCIAL, PHYSICAL, ETHICAL & SPIRITUAL DEVELOPMENT OF EACH CHILD USING MONTESSORI METHODS. 13 13 135 140 0 0 892828 703348 10964974 11891529 35238 350254 10576 86904 11903616 13032035 814371 1232434 0 0 6671405 7259080 0 0 178920 2377319 2632608 9863095 11124122 2040521 1907913 20293410 24322518 11048727 13142014 9244683 11180504 WOODINVILLE MONTESSORI SCHOOL IS DEDICATED TO THE OPTIMAL INTELLECTUAL, EMOTIONAL, SOCIAL, PHYSICAL, ETHICAL & SPIRITUAL DEVELOPMENT OF EACH CHILD USING MONTESSORI METHODS. 0 0 8203145 1146426 10844936 WOODINVILLE MONTESSORI SCHOOL OFFERS EDUCATION SERVICES TO CHILDREN AGED 18 MONTHS THROUGH 18 YEARS OLD USING MONTESSORI AND CONTEMPORARY METHODS. ENROLLMENT IS OVER 440 STUDENTS. THE SCHOOL DRAWS FROM MULTIPLE COMMUNITIES. CLASSROOM ENRICHMENT INCLUDES INSTRUCTION IN ART, MUSIC, AND FOREIGN LANGUAGE, AND A VARIETY OF FIELD TRIPS. 637223 86008 1046762 AUXILIARY PROGRAMS INCLUDE EXTENDED CARE, AFTERSCHOOL ELECTIVIES, ATHLETICS, AND CAMP PROGRAMS DURING SCHOOL BREAKS AND SUMMER VACATION. 8840368 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 19 0 135 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 13 13 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X PATRICIA HUNTER 4254823184 19102 NORTH CREEK PARKWAY BOTHELL WA 98011 BENJAMIN LILES PRESIDENT 6.00 X X 0 0 0 SEAN KRAMAR VICE PRESIDENT (THRU 05/24) 4.00 X X 0 0 0 KAREN DRAPERS VICE PRESIDENT 4.00 X X 0 0 0 VICTORIA CASTANEDA SECRETARY 4.00 X X 0 0 0 KAREN D'EWART TREASURER 4.00 X 0 0 0 KHETIWE CHITEWERE TRUSTEE 2.00 X 0 0 0 BRANDON D'EWART TRUSTEE 2.00 X 0 0 0 SARAH GALLAGHER TRUSTEE 2.00 X 0 0 0 JESSICA HANSON TRUSTEE 2.00 X 0 0 0 AMER KARIM TRUSTEE 2.00 X 0 0 0 SUSAN LOCKE TRUSTEE 2.00 X 0 0 0 SABRINA MOSS TRUSTEE 2.00 X 0 0 0 MATT PERRAN TRUSTEE 2.00 X 0 0 0 CHRISTOPHER WEYGANDT TRUSTEE 2.00 X 0 0 0 SUNITA PAILOOR HEAD OF SCHOOL 40.00 X 155766 0 12548 PATRICIA HUNTER CHIEF FINANCIAL OFFICER 40.00 X 118076 0 3997 TIMOTHY MCQUERY FACILITIES DIRECTOR 40.00 X 104689 0 10704 378531 0 27249 3 0 1 0 0 160715 11486 531147 329500 703348 TUITION AND FEES 611110 10844936 10844936 AUXILIARY PROGRAMS 611710 1046593 1046593 11891529 357485 357485 130281 75474 54807 54807 54807 7231 -7231 -7231 -7231 65464 160715 88380 -22916 -22916 IRS REFUNDS 900099 52558 52558 VENDOR REBATES 900099 2065 2065 STUDENT FEES 900099 169 169 221 221 55013 13032035 11891698 0 436989 1232434 1232434 294848 294848 5492421 4568642 832314 91465 99029 88095 8786 2148 869596 658062 177672 33862 503186 405938 89350 7898 1170 1170 39577 39577 111754 104810 6944 35592 366 32126 3100 183594 112629 69211 1754 181172 134232 43340 3600 296079 211258 82595 2226 8707 6879 1828 24083 18282 5591 210 263783 263783 383634 343408 36741 3485 170390 151647 17039 1704 PROGRAM EXPENSES 387836 387836 REPAIRS & MAINTENANCE 369650 334033 32571 3046 DUES & SUBSCRIPTIONS 51247 28294 22761 192 EQUIPMENT 47684 34719 12030 935 76656 18804 34557 23295 11124122 8840368 2104834 178920 3923355 287636 6769364 7207543 9206 9819 134709 175266 20443251 4907241 8382463 15536010 417484 470196 12765 6685 644064 629363 20293410 24322518 815845 1378791 3636261 3814122 6584962 7939307 11659 9794 11048727 13142014 X 8936581 10960443 308102 220061 9244683 11180504 20293410 24322518 X 1907913 42609 -14701 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 83936 6505 90441 77928 6008 83936 72323 5605 77928 67122 5201 72323 62292 4830 67122 0.20156 0.79844 0 0 3222046 3222046 5280466 1871344 3409122 10440184 1824119 8616065 1128184 890727 237457 372371 321051 51320 15536010 TENANT DEPOSITS 9794 9794 11898774 42609 -1175870 -1133261 13032035 0 13032035 9962953 0 9962953 1161169 1161169 11124122 PART V, LINE 4: THE SCHOOL'S ENDOWMENT CONSISTS OF A DONOR-RESTRICTED FUND AND REFLECTS THE DONOR-IMPOSED RESTRICTION THAT THE ORIGINAL GIFT IS TO BE MAINTAINED AND ONLY USED FOR FINANCIAL AID. PART XI, LINE 2D - OTHER ADJUSTMENTS: FINANCIAL AID -1,232,434. FUNDRAISING EVENT INDIRECT COSTS -4,209. CHANGE IN INTEREST RATE SWAP -14,701. RENTAL EXPENSE 75,474. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 1,232,434. FUNDRAISING EVENT INDIRECT COSTS 4,209. RENTAL EXPENSE -75,474. 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 ACCESSIBLE ON WEBSITE, AND PUBLISHED IN COORDINATION WITH OTHER NWAIS SCHOOLS IN MAJOR LOCAL PRINT MEDIA. SCHEDULE E, PART I, LINE 6 RECEIVED WASHINGTON STATE DEPARTMENT OF HEALTH COVID COORDINATOR GRANT SPRING GALA 226179 160715 65464 9916 28821 5000 44643 226179 160715 65464 9916 28821 5000 44643 88380 -22916 1 TUITION ASSITANCE 84 1146426 BOOK VALUE FINANCIAL AID AUXILIARY PROGRAM ASSITANCE 7 86008 BOOK VALUE FINANCIAL AID PART I, LINE 2: THE SCHOOL AWARDS FINANCIAL AID TO STUDENTS WHOSE FAMILIES DEMONSTRATE FINANCIAL NEED THROUGH AN APPLICATION SUBMITTED TO A THIRD PARTY EVALUATOR. THE SCHOOL'S FINANCIAL AID COMMITTEE REVIEWS THE RESULTS OF THE NEED EVALUATIONS AND ATTEMPTS TO COVER AS MUCH TUITION EXPENSE AS POSSIBLE GIVEN BUDGET CONSTRAINTS. ALL AWARDS ARE KEPT CONFIDENTIAL AND ARE CONSIDERED SEPARATELY FROM THE STUDENTS' ADMISSIONS APPLICATIONS. X X X X 0 0 0 0 0 0 0 0 0 SUNITA PAILOOR HEAD OF SCHOOL 155766 0 0 0 0 0 5272 0 7276 0 168314 0 0 0 X 7 296941 FAIR MARKET VALUE X AUCTION ITEMS 86 32559 FAIR MARKET VALUE 0 0 1 0 PART I, COLUMN (B): THE NUMBER IN COLUMN B REPRESENTS THE NUMBER OF ITEMS RECEIVED. PART I, LINE 6 VOLUNTEERS CONTRIBUTED APPROXIMATELY 2600 HOURS. SERVICE IS REPORTED THROUGH OUR DONOR ENGAGEMENT SOFTWARE. VOLUNTEERS HELP IN THE CLASSROOM, AND WITH SCHOOL WIDE COMMUNITY, FUNDRAISING, AND ADMISSIONS EVENTS. FORM 990, PART VI, SECTION A, LINE 2 KAREN D'EWART AND BRANDON D'EWART HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE CFO PROVIDES A COMPLETE COPY OF THE FORM 990 TO THE CHAIR OF THE FINANCE COMMITTEE. THE FINANCE COMMITTEE REVIEWS THE FORM 990. WHEN SATISFIED WITH THE REVIEW, THE FORM 990 IS THEN PROVIDED TO THE PRESIDENT OF THE BOARD OF TRUSTEES WITH THE RECOMMENDATION TO APPROVE THE FORM 990. THE PRESIDENT OF THE BOARD OF TRUSTEES DISTRIBUTES THE COMPLETE FORM 990 TO THE BOARD OF TRUSTEES FOR REVIEW PRIOR TO SUBMISSION WITH THE IRS. WHEN SATISFIED WITH THE REVIEW, THE BOARD ACCEPTS THE FORM 990 AND A BOARD OFFICER SIGNS THE FORM. FORM 990, PART VI, SECTION B, LINE 12C IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE TRUSTEES, DIRECTORS AND MEMBERS OF THE COMMITTEES WITH GOVERNING BOARD DESIGNATED POWERS CONSIDERING THE PROPOSED TRANSACTIONS OR AGREEMENT. AFTER DISCLOSURE OF THE INTEREST AND FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE WILL LEAVE THE BOARD OR COMMITTEE MEETING. THE REMAINING MEMBERS SHALL DISCUSS AND DECIDE IF A CONFLICT OF INTEREST EXISTS. PROCEDURES FOR ADDRESSING CONFLICTS OF INTEREST: AN INTEREST PERSON MAY MAKE A PRESENTATION AT THE GOVERNING BOARD OR COMMITTEE MEETING BUT AFTER THE PRESENTATION HE/SHE SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST. THE CHAIR OF THE BOARD OR COMMITTEE SHALL, IF APPROPRIATE APPOINT A DISINTERESTED PERSON OR COMMITTEE TO DETERMINE WHETHER THE SCHOOL CAN OBTAIN WITH REASONABLE EFFORT A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT WITH A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY POSSIBLE, THE GOVERNING BOARD OR COMMITTEE SHALL DETERMINE BY MAJORITY VOTE OF THE DISINTERESTED MEMBERS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE SCHOOL'S BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE. IN CONFORMITY WITH THE ABOVE DETERMINATION, IT SHALL MAKE ITS DECISION AS TO WHETHER OR NOT IT SHALL ENTER INTO THE TRANSACTION OR ARRANGEMENT. FORM 990, PART VI, SECTION B, LINE 15 TO DETERMINE THE HEAD OF SCHOOL COMPENSATION, THE EXECUTIVE COMMITTEE SHALL GIVE TO THE BOARD OF TRUSTEES A SUMMARY SHEET INCLUDING BACKGROUND INFORMATION AND RELEVANT MARKET DATA, AND A SALARY RECOMMENDATION FOR DISCUSSION AND APPROVAL BY THE BOARD. THE MOTION FOR CONSIDERATION BY THE BOARD WILL REFERENCE THE RECOMMENDED SALARY AMOUNT AS SPECIFIED IN A SALARY ADDENDUM DATED THE SAME AS THE MOTION. THE FULL BOARD SHALL DISCUSS THE RECOMMENDATION AND VOTE TO APPROVE THE MOTION, AMENDED AS NECESSARY. COMPENSATION FOR OFFICERS AND KEY EMPLOYEES OTHER THAN THE HEAD OF SCHOOL, IS DETERMINED USING AN ANNUAL BASE COST OF LIVING ADJUSTMENT AS DETERMINED BY THE BOARD OF TRUSTEES, PLUS ANY INCREASES DUE TO CHANGES IN RESPONSIBILITIES. FORM 990, PART VI, SECTION C, LINE 19 THE SCHOOL MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF INTEREST RATE SWAP -14,701.