2026-01-23T09:46:47-06:00 2025-06-30 332457480 INSERO ADVISORS LLC 20 THORNWOOD DRIVE ITHACA NY 14850 990 2024-07-01 161132505 ELIZABETH ANN CLUNE MONTESSORI SCHOOL OF ITHACA ELIZ 6072777335 120 EAST KING RD ITHACA NY 14850 KATHERINE RYAN CFO/BUSINESS DIRECTOR 6072777335 2026-01-23 1 1 BENJAMIN M OWENS CPA P02449769 6072724444 2024 2025-03-06 01:10:19Z KATHERINE RYAN 120 EAST KING RD ITHACA NY 14850 4364021 0 X WWW.EACMSI.ORG X CHARTER 1979 NY EDUCATE CHILDREN TO CREATE THE FUTURE WE ENVISION: AN ENGAGED, INTERCONNECTED, AND PEACEFUL WORLD BY MAXIMIZING EACH INDIVIDUAL'S UNIQUE POTENTIAL WHILE CENTERING THE NEEDS OF THE COMMUNITY OVERALL. 11 10 81 15 0 0 347762 100826 3453630 3861720 30080 111378 10818 26235 3842290 4100159 0 0 0 0 2907453 3027768 0 0 0 928722 914161 3836175 3941929 6115 158230 6566391 6864936 717167 733318 5849224 6131618 EDUCATE CHILDREN TO CREATE THE FUTURE WE ENVISION: AN ENGAGED, INTERCONNECTED, AND PEACEFUL WORLD BY MAXIMIZING EACH INDIVIDUAL'S UNIQUE POTENTIAL WHILE CENTERING THE NEEDS OF THE COMMUNITY OVERALL. 0 0 3798084 3884267 A MONTESSORI ELEMENTARY/MIDDLE LEVEL SCHOOL PROVIDING EDUCATIONAL SERVICES TO APPROXIMATELY 200 STUDENTS. THERE ARE NO GRANTS ALLOCATED TO OTHERS AND THE ORGANIZATION FOLLOWS THE TRADITIONAL ACADEMIC YEAR. 3798084 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 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 8 0 81 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 0 0 X THE ORGANIZATION 6072777335 120 EAST KING RD ITHACA NY 14850 DAWN GROVER HEAD OF SCHOOL 55.00 X X 122416 0 3414 TONY SIMIONE PRESIDENT 1.00 X X 0 0 0 PETER LITTMAN BOARD MEMBER 0.50 X 0 0 0 CELIA BIGONESS SECRETARY/BOARD MEMBER 1.00 X X 0 0 0 LIEBE MEIER-SWAIN VICE PRESIDENT 1.00 X X 0 0 0 VIVIAN ZAYAS BOARD MEMBER 0.50 X 0 0 0 RAUL PALMA BOARD MEMBER 0.50 X 0 0 0 ANDREW LESSER BOARD MEMBER 0.50 X 0 0 0 DAVID STERN BOARD MEMBER 0.50 X 0 0 0 STEPHEN BRADSHAW BOARD MEMBER 0.50 X 0 0 0 LAURA BORDONI SECRETARY 0.50 X X 0 0 0 LISA SMITH EXECUTIVE DIRECTOR 40.00 X 106133 0 8976 ELIZABETH ALLEN DEAN OF STUDENTS 40.00 X 111247 0 3043 339796 0 15433 3 0 0 0 0 55436 45390 100826 TUITION & PROGRAM RECE 900099 3530714 3530714 BEFORE/AFTER SCHOOL AN 900099 246865 246865 ACTIVITY FEE INCOME 900099 72110 72110 NEW STUDENT FEE 900099 12000 12000 SCHOOL ACTIVITY INCOME 900099 31 31 3861720 72376 72376 6600 0 6600 6600 6600 299952 260950 39002 39002 39002 0 2912 -2912 -2912 OTHER REVENUE 900099 22547 22547 22547 4100159 3884267 0 115066 223604 112731 110873 2437301 2437301 43152 42270 882 106842 104662 2180 216869 196593 20276 9634 9634 9951 9951 20805 20805 103867 103867 154234 154234 268 268 162175 162175 57639 57639 SCHOOL MATERIALS AND SU 209837 209837 CLEANING SUPPLIES AND S 109918 109918 PROFESSIONAL DEVELOPMEN 66961 66961 YEARBOOK COSTS 8872 8872 3941929 3798084 143845 0 551101 697781 1239388 1403509 60202 53428 6528919 2767394 3833906 3761525 881794 948693 6566391 6864936 59263 30949 657904 702369 717167 733318 X 5849224 6131618 5849224 6131618 6566391 6864936 158230 27479 96685 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 126960 126960 5736658 2415405 3321253 388381 164005 224376 263630 187984 75646 13290 13290 3761525 4120916 27479 2912 30391 4090525 9634 9634 4100159 3935207 2912 2912 3932295 9634 9634 3941929 PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 1 1 0 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE SCHOOL'S RACIAL ANTIDISCRIMINATION POLICY IS NOT EXPRESSLY STATED IN THE BASIC NEWSPAPER ADVERTISEMENT DURING THE PERIOD OF SOLICITATION OF NEW STUDENTS. HOWEVER, THE POLICY IS EXPRESSLY STATED IN THE SCHOOL'S HANDBOOK PROVIDED TO CURRENT STUDENTS, INCLUDED ON THE SCHOOL'S WEBSITE, AND TO PROSPECTIVE STUDENT PARENTS. SCHEDULE E, PART I, LINE 6 THE MONTESSORI SCHOOL RECEIVES MONIES FROM THE STATE OF NEW YORK FOR TEXT BOOK REIMBURSEMENT AND PUPIL ATTENDANCE REPORTING. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE WILL BE PROVIDED THE 990 TO REVIEW BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C ANY BOARD MEMBER WHO IS AWARE OF A POTENTIAL CONFLICT OF INTEREST WITH RESPECT TO ANY MATTER COMING BEFORE THE BOARD SHALL FULLY DISCLOSE THE POTENTIAL CONFLICT. FORM 990, PART VI, SECTION B, LINE 15A NO FORMAL APPROVAL BY THE BOARD OF TRUSTEES, BUT THE BOARD IS KEPT APPRISED OF THE DIRECTOR'S COMPENSATION LEVEL. ALL SALARIES ARE DETERMINED BY JOINT DISCUSSIONS BETWEEN THE HEAD OF SCHOOL AND CHIEF FINANCIAL OFFICER/BUSINESS DIRECTOR. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PAGE 12, PART XII, LINE 2C THE PROCESS FOR REVIEW OVERSIGHT AND AUDITOR SELECTION HAS NOT CHANGED FROM THE PRIOR YEAR.