2026-02-25T18:03:25-06:00 2025-06-30 410746749 CLIFTONLARSONALLEN LLP 220 S 6TH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2024-07-01 411278205 LAKE COUNTRY SCHOOL MONTESSORI LEARNING ENVIRONMENTS LAKE 6128273707 3755 PLEASANT AVE MINNEAPOLIS MN 55409 CHRISTIAN HEWITT TREASURER 6128273707 2026-02-23 1 1 SARAH REICHLING P01587996 6123764500 2026-02-23 2024 2025-03-06 01:10:19Z BENEDICT MOUDRY 3755 PLEASANT AVE MINNEAPOLIS MN 55409 6741127 0 X WWW.LAKECOUNTRYSCHOOL.ORG X 1976 MN A MONTESSORI LEARNING ENVIRONMENT THAT FOSTERS INDEPENDENCE, CRITICAL THINKING, AND CREATIVITY WITHIN EACH CHILD. 14 14 111 75 0 0 351690 555559 5476550 5444350 247150 331820 9093 7213 6084483 6338942 699140 683372 0 0 4148241 4217630 0 0 201429 1743614 1580125 6590995 6481127 -506512 -142185 15709683 15890064 3964482 3885698 11745201 12004366 LAKE COUNTRY SCHOOL IS A MONTESSORI LEARNING ENVIRONMENT THAT FOSTERS INDEPENDENCE, CRITICAL THINKING, AND CREATIVITY WITHIN EACH CHILD. WE ARE A COMMUNITY THAT PROMOTES DIVERSITY AND INCLUSION, AS WELL AS RESPECT AND RESPONSIBILITY TO SELF, TO OTHERS, AND TO THE EARTH. 0 0 4444944 683372 4920080 EDUCATION/INSTRUCTIONAL - LAKE COUNTRY SCHOOL -MONTESSORI LEARNING ENVIRONMENTS IS A MINNESOTA NON-PROFIT INDEPENDENT SCHOOL, FULLY ACCREDITED BY THE INDEPENDENT SCHOOLS ASSOCIATION OF THE CENTRAL STATES (ISACS), AS WELL AS MEMBERS OF THE MINNESOTA ASSOCIATION OF INDEPENDENT SCHOOLS (MAIS). LOCATED IN SOUTH MINNEAPOLIS LAKE COUNTRY SCHOOL WAS INCORPORATED ON JULY 28TH 1976 AND STRIVES TO BE THE EXEMPLAR OF A MONTESSORI LEARNING EXPERIENCE FOR ITS 280+ STUDENTS, AGES 3-14 YEARS. LAKE COUNTRY SCHOOL WAS THE FIRST MONTESSORI SCHOOL IN MINNESOTA TO OFFER A MONTESSORI EDUCATION FOR STUDENTS FROM AGES 9-14. IN ADDITION TO THE STANDARD SCHOOL YEAR PROGRAM LAKE COUNTRY SCHOOL OFFERS A SUMMER PROGRAM AND A RURAL FARM CAMPUS (LAKE COUNTRY LAND SCHOOL) WITH PROGRAMMING AVAILABLE TO ALL OF ITS STUDENTS THROUGHOUT THE YEAR. 794279 0 524270 AUXILIARY ACTIVITIES - EXTENDED DAY PROGRAMS ARE BEFORE AND AFTER SCHOOL DAY CARE AND EXTRA-CURRICULAR ACTIVITIES SUCH AS AFTER SCHOOL CLUBS AND SPORTS. LAND SCHOOL OPERATIONS SUCH AS RESIDENCIES AND CAMPS, AND SUMMER PROGRAMS ARE ALSO CONSIDERED AUXILIARY ACTIVITIES BUT ARE VITAL TO THE EDUCATIONAL PROGRAM OFFERING. 5239223 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 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 2 0 1 111 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MN X ONAIDA WHITNEY 6128273707 3755 PLEASANT AVE MINNEAPOLIS MN 55409 KATE THULIN CHAIR 5.00 X X 0 0 0 CHRISTIAN HEWITT TREASURER 0.50 X X 0 0 0 BOBBY JARDIN SECRETARY 0.50 X X 0 0 0 KEVIN UELAND TRUSTEE 0.50 X 0 0 0 JOHN COSKRAN TRUSTEE 0.50 X 0 0 0 JENNIFER FALLON TRUSTEE 0.50 X 0 0 0 JASON JENNINGS TRUSTEE 0.50 X 0 0 0 RORY DUGGAN TRUSTEE 0.50 X 0 0 0 LESLIE GRANT TRUSTEE 0.50 X 0 0 0 JENNY LEE TRUSTEE 0.50 X 0 0 0 SARAH JEAN MASON MITCHELL TRUSTEE 0.50 X 0 0 0 SOMA NIKHANJ TRUSTEE 0.50 X 0 0 0 JEFFERY WEISS TRUSTEE 0.50 X 0 0 0 GRACE GLENNY TRUSTEE 0.50 X 0 0 0 RUSSELL PHILSTROM TRUSTEE 0.50 X 0 0 0 JENNIFER DARCY TRUSTEE 0.50 X 0 0 0 BENEDICT MOUDRY HEAD OF SCHOOL 40.00 X 132915 0 33759 132915 0 33759 1 0 1 0 0 168946 386613 555559 TUITION & TUTORING 611600 4920080 4920080 EXTENDED DAY 611710 319253 319253 SUMMER CAMP 611710 124987 124987 LAND SCHOOL REVENUE 611710 44217 44217 APPLICATIONS & OTHER F 611710 35813 35813 5444350 300624 300624 262000 118000 262000 86804 0 31196 31196 31196 53381 168946 53381 0 MISCELLANEOUS REVENUE 900099 7213 7213 7213 6338942 5444350 0 339033 683372 683372 166674 131672 26668 8334 3269512 2573406 596963 99143 87653 68982 16076 2595 444710 354628 77223 12859 249081 196080 45243 7758 5440 5440 28142 28142 32427 28302 3521 604 11244 8704 2540 192919 179535 12778 606 87359 45682 11109 30568 271624 223402 48222 117889 117889 12957 10200 2757 125228 98581 26647 414402 325454 75927 13021 136726 111302 25424 SPECIAL PROJECTS 46261 26298 10380 9583 COMMUNITY INVOLVEMENT 39953 29448 10505 LUNCH & MILK 17332 17332 EVENTS 13043 13043 27179 4615 19251 3313 6481127 5239223 1040475 201429 444004 397395 1144132 1482105 150757 132332 101914 119509 71154 64106 13563787 5423330 8622306 8140457 5175416 5554160 15709683 15890064 58130 76516 159095 172923 3747257 3636259 3964482 3885698 X 10213044 10435521 1532157 1568845 11745201 12004366 15709683 15890064 -142185 401350 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4952853 1475 634128 262000 5326456 4460368 1413 666072 175000 4952853 4180734 1577 448057 170000 4460368 4898552 8029 -565847 160000 4180734 4148425 7519 887608 145000 4898552 0.73290 0.23870 0.02840 0 0 271328 271328 13025934 5235885 7790049 101136 63461 37675 165389 123984 41405 8140457 X 6110301 401350 53381 454731 5655570 683372 683372 6338942 5851136 53381 53381 5797755 683372 683372 6481127 PART V, LINE 4: THE ORGANIZATION HAS RECEIVED SEVERAL GIFTS IN WHICH THE DONORS HAVE STIPULATED THAT THE GIFT AMOUNT BE INVESTED AND MAINTAINED PERMANENTLY TO GENERATE ANNUAL INCOME FOR SUPPORTING TEACHER SALARIES AND LEARNING ACTIVITIES. THE ORGANIZATION HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENT, WHILE SEEKING TO PRESERVE THE PURCHASING POWER OF THE ENDOWMENT ASSETS. PART X, LINE 2: THE ORGANIZATION IS A NONPROFIT ORGANIZATION AND EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISION OF THE INTERNAL REVENUE CODE SECTION 501(C)(3). THE ORGANIZATION IS ALSO EXEMPT FROM MINNESOTA FRANCHISE OR INCOME TAX. THE ORGANIZATION ASSESSES WHETHER IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION OF THE TECHNICAL MERITS OR THE POSITION, ASSUMING THE TAXING AUTHORITY HAS FULL KNOWLEDGE OF ALL INFORMATION. IF THE TAX POSITION DOES NOT MEET THE MORE LIKELY THAN NOT RECOGNITION THRESHOLD, THE BENEFIT OF THE TAX POSITION IS NOT RECOGNIZED IN THE FINANCIAL STATEMENTS. THE ORGANIZATION HAS DETERMINED THERE ARE NO AMOUNTS TO RECORD AS ASSETS OR LIABILITIES RELATED TO UNCERTAIN TAX POSITIONS. THE ORGANIZATION IS NO LONGER SUBJECT TO U.S. FEDERAL TAX EXAMINATIONS FOR YEARS BEFORE FISCAL YEAR 2021 AND, WITH A FEW EXCEPTIONS, IS NO LONGER SUBJECT TO STATE OR LOCAL TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE FISCAL YEAR 2021. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 53,381. PART XI, LINE 4B - OTHER ADJUSTMENTS: TUITION DISCOUNT 683,372. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 53,381. PART XII, LINE 4B - OTHER ADJUSTMENTS: TUITION DISCOUNT 683,372. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THE SCHOOL PUBLICIZES ITS NONDISCRIMINATION POLICY ON ITS WEBSITE. THE GREAT GREAT GATHERING 128885 98885 30000 10084 15533 4383 PLANT SALE 52942 34561 18381 18381 1 40500 35500 5000 5000 222327 168946 53381 10084 15533 27764 53381 0 1 TUITION ASSISTANCE AWARDED ON AN AS-NEEDED BASIS 72 683372 PART I, LINE 2: FAMILIES WHO EXPECT TO HAVE DIFFICULTY PAYING FULL TUITION ARE ENCOURAGED TO APPLY FOR TUITION ASSISTANCE, WHICH CONSISTS OF GRANTS THAT DO NOT NEED TO BE REPAID. THE CRITERION FOR TUITION ASSISTANCE IS FINANCIAL NEED. THE SCHOOL EXPECTS FAMILIES TO FINANCE THEIR CHILDREN'S EDUCATION TO THE EXTENT THAT THEY CAN. IN THE PAST, WE HAVE FUNDED 70% OF THE NEED. SCHOLARSHIPS ARE AVAILABLE TO ALL FAMILIES THAT QUALIFY TO THE EXTENT THAT FUNDS ARE AVAILABLE. BECAUSE FAMILIES' FINANCIAL STATUS CAN CHANGE FROM YEAR TO YEAR, FAMILIES MUST REAPPLY FOR TUITION ASSISTANCE EVERY YEAR. X X X 0 0 0 0 0 0 0 0 0 BENEDICT MOUDRY HEAD OF SCHOOL 132915 0 0 0 0 0 7130 0 26629 0 166674 0 0 0 X AUCTION ITEMS 117 37583 FMV 0 1 0 PART I, COLUMN (B): COLUMN (B) REPORTS THE NUMBER OF CONTRIBUTORS. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE SHALL BE COMPRISED OF OFFICERS OF THE BOARD, THE CHAIR OF THE GOVERNANCE COMMITTEE, A MEMBER OF THE EQUITY AND JUSTICE COMMITTEE, AN AT LARGE MEMBER, AND THE PRINCIPAL, EX OFFICIO. THE EXECUTIVE COMMITTEE SHALL OVERSEE GENERAL BOARD FUNCTIONS, STRATEGIC PLANNING, PRINCIPAL COMPENSATION REVIEW, SOCIAL EVENT PLANNING, AND REVIEW GRIEVANCES. FORM 990, PART VI, SECTION B, LINE 11B THE FULL FORM 990 IS REVIEWED BY THE TREASURER AND THE TREASURER REPORTS TO THE BOARD FOR APPROVAL. THE BOARD REVIEWS A PUBLIC INSPECTION COPY OF THE 990 PRIOR TO SUBMISSION TO THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 11B FULL 990 PROVIDED TO FINANCE COMMITTEE AND HEAD OF SCHOOL FOR REVIEW AND APPROVAL. PUBLIC VIEW 990 PROVIDED TO BOARD FOR VOTE ON APPROVAL. FINANCE COMMITTEE PROVIDES RECOMMENDATION TO APPROVE ACCEPTANCE OF 990 PRIOR TO BOARD VOTE. FORM 990, PART VI, SECTION B, LINE 12C ADMINISTRATION OVERSEES ALL EXPENDITURES AND PURCHASES EXECUTED BY THE BOARD OF DIRECTORS. IF A CONFLICT OF INTEREST ARISES, THE BOARD MEMBERS REVIEW TO DETERMINE IF A CONFLICT OF INTEREST EXISTS. IF A CONFLICT OF INTEREST EXISTS, THE BOARD DISCUSSES ALTERNATIVES AND THE BOARD MEMBER WHO HAS THE CONFLICT OF INTEREST IS RECUSED FROM DISCUSSION AND VOTING. THE RESULTS OF THE DISCUSSIONS ARE DOCUMENTED IN THE BOARD'S MEETING MINUTES. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD COMMITTEE DETERMINES COMPENSATION FOR THE PRINCIPAL ANNUALLY AND AN EMPLOYMENT CONTRACT IS SIGNED AFTER THE BOARD GATHERS INFORMATION AND COMPARABILITY DATA NECESSARY FOR A PERFORMANCE REVIEW. EVERY THREE YEARS, A BOARD COMMITTEE IS TASKED WITH REVIEWING COMPENSATION IN FURTHER DETAIL. THE DELIBERATIONS ARE SUBSTANTIATED IN THE BOARD MINUTES. THE BOARD THE PAST YEAR INVOLVED A THIRD PARTY FOR OUR NEW ADVANCEMENT DIRECTOR. PREVIOUSLY THEY HAD ONLY DONE THE HEAD OF SCHOOL. WHILE THEY WERE NOT HIRED UNTIL AFTER FISCAL CLOSE THE PROCESS STARTED DURING THE END OF FISCAL. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.