Civic Intelligence

Lee Montessori Public Charter School

EIN 45-4726453 • 501(c)3 • Washington, DC

View Organization Page

Profile

The mission of lee montessori public charter school is to foster a lifetime love of learning and cultivate independence among dc school children, using the student-centered montessori method, an evidence-based approach to closing the opportunity gap.

3025 4th Street NEWashington, DC 20017

www.leemontessori.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

91st percentile

0.93x

Higher debt load relative to assets than 91% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2025

Liabilities / Revenue

85th percentile

1.74x

Higher debt load relative to revenue than 85% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2025

Net Margin

49th percentile

3.8%

Higher net margin than 49% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2025

Top Officer Pay

28th percentile

$179,919

Higher top officer pay than 28% of similar nonprofits.

Top officer pay equals 1.1% of source-year revenue.

501(c)3 • $25M-$50M nonprofits • Source year 2025

Asset Growth

64th percentile

9.2%

Faster asset growth than 64% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2024 to 2025

Revenue Growth

71st percentile

20%

Faster revenue growth than 71% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets91st percentile

Assets

Up

$19,671,036

Up $5,012,025 (+34%) from 2022

Liabilities

Up

$17,048,708

Up $4,439,184 (+35%) from 2022

Net Assets

Up

$2,622,328

Up $572,841 (+28%) from 2022

Operations
Liabilities / Revenue85th percentileNet Margin49th percentile

Revenue

Up

$14,285,300

Up $3,445,335 (+32%) from 2022

Expenses

Up

$13,712,459

Up $2,668,063 (+24%) from 2022

Net Income

Up

$572,841

Up $777,272 (+380%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth64th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20M$15M$10M$5.0M$0Assets 2014: $204,841Liabilities 2014: $65,110Net Assets 2014: $139,7312014Assets 2015: $338,957Liabilities 2015: $162,837Net Assets 2015: $176,1202015Assets 2016: $700,514Liabilities 2016: $238,073Net Assets 2016: $462,4412016Assets 2017: $958,228Liabilities 2017: $227,385Net Assets 2017: $730,8432017Assets 2018: $1,181,002Liabilities 2018: $274,833Net Assets 2018: $906,1692018Assets 2019: $1,380,861Liabilities 2019: $422,872Net Assets 2019: $957,9892019Assets 2020: $2,239,621Liabilities 2020: $1,072,033Net Assets 2020: $1,167,5882020Assets 2021: $3,397,377Liabilities 2021: $1,143,459Net Assets 2021: $2,253,9182021Assets 2022: $14,659,011Liabilities 2022: $12,609,524Net Assets 2022: $2,049,4872022Assets 2023: $19,671,036Liabilities 2023: $17,048,708Net Assets 2023: $2,622,3282023

Highlighted filing

2023

Assets$19,671,036
Liabilities$17,048,708
Net Assets$2,622,328
Open 2023 Filing

Operations Trend

Revenue Growth71st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$15M$10M$5.0M$0-$5.0MRevenue 2014: $487,582Expenses 2014: $347,851Net Income 2014: $139,7312014Revenue 2015: $1,780,014Expenses 2015: $1,743,625Net Income 2015: $36,3892015Revenue 2016: $2,384,985Expenses 2016: $2,098,664Net Income 2016: $286,3212016Revenue 2017: $2,961,710Expenses 2017: $2,693,308Net Income 2017: $268,4022017Revenue 2018: $3,824,117Expenses 2018: $3,648,791Net Income 2018: $175,3262018Revenue 2019: $4,881,526Expenses 2019: $4,829,706Net Income 2019: $51,8202019Revenue 2020: $7,580,584Expenses 2020: $7,381,897Net Income 2020: $198,6872020Revenue 2021: $9,340,664Expenses 2021: $8,263,296Net Income 2021: $1,077,3682021Revenue 2022: $10,839,965Expenses 2022: $11,044,396Net Income 2022: -$204,4312022Revenue 2023: $14,285,300Expenses 2023: $13,712,459Net Income 2023: $572,8412023

Highlighted filing

2023

Revenue$14,285,300
Expenses$13,712,459
Net Income$572,841
Open 2023 Filing

Filings

Most recent year

2023 • Form 990Summary only. Only limited summary data is available for this year.

Open filing
Assets
$19,671,036
Liabilities
$17,048,708
Net assets
$2,622,328
Revenue
$14,285,300
Expenses
$13,712,459
Net income
$572,841
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$19.7$17.0$2.62$14.3$13.7$0.57
2022Summary only. Only limited summary data is available for this year.$14.7$12.6$2.05$10.8$11.0$0.20
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.40$1.14$2.25$9.34$8.26$1.08
2020Summary only. Only limited summary data is available for this year.$2.24$1.07$1.17$7.58$7.38$0.20
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.38$0.42$0.96$4.88$4.83$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.18$0.27$0.91$3.82$3.65$0.18
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.96$0.23$0.73$2.96$2.69$0.27
2016Detailed filing. Detailed filing data is available for this year.$0.70$0.24$0.46$2.38$2.10$0.29
2015Detailed filing. Detailed filing data is available for this year.$0.34$0.16$0.18$1.78$1.74$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.20$0.07$0.14$0.49$0.35$0.14
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2016 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Dec 20, 2016
Return Version
2015v2.1
Gross Receipts
$2,399,461
Mission and Program Overview

Mission

To create a more just, liberated world. Lee montessori is a diverse, interconnected community that redefines high-quality education by pairing montessori with anti-bias/anti-racist practices. Lee montessori creates a joyful learning environment where children and families flourish, and can show up as their authentic selves.

The mission of lee montessori public charter school is to foster a lifetime love of learning and cultivate independence among dc school children, using the student-centered moressori method, an evidence-based approach to closing the opportunity gap.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$183,398$527,395▲ $343,997
Land, Buildings, and Equipment, Net$56,987$104,943▲ $47,956
Accounts Receivable$87,060$53,056▼ $34,004
Prepaid Expenses and Deferred Charges$6,512$10,120▲ $3,608
Total Assets$338,957$700,514▲ $361,557
Other Assets Total$5,000$5,000→ $0
Liabilities
Accounts Payable and Accrued Expenses$113,837$238,073▲ $124,236
Other Liabilities$49,000$0▼ $49,000
Total Liabilities$162,837$238,073▲ $75,236
Net Assets / Fund Balance
Unrestricted Net Assets$94,753$436,088▲ $341,335
Temporarily Rstr Net Assets$81,367$26,353▼ $55,014
Total Net Assets Fund Balance$176,120$462,441▲ $286,321
Total Liabilities and Net Assets / Fund Balance$338,957$700,514▲ $361,557

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$102,044$15,995$118,039
Equipment$2,899$6,121$9,020
Compensation and Service Providers
Top Officer Pay28th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Chris PencikowskiHead of SchoolFT$121,927$5,479$127,406

Board Members and Trustees

NameTitle
Dominique FortuneChair
Christina NageyVice-chair
BEVERLY O'BRYANTDirector
Djahna AkinyemiDirector
Lance HelmingDirector
Marimba Johnson BrightDirector
Kelly SmithSecretary
Craig McculloughTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$299,543
Program Service Revenue
$2,085,442
Investment Income
$0
Other Revenue
$0
All Other Contributions
$8,214
Change in Net Assets
$286,321

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,384,985
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$14,676
Total Revenue per Audited Statements
$2,399,661
Total Revenue per Form 990
$2,384,985
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,229,512
Other Expenses$869,152
Total Fundraising Expense$12,808
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$809,278$97,475$4,327$911,080
Occupancy$208,735$45,820-$254,555
Current Officers, Directors, Trustees, and Key Employees$39,441$79,521$6,117$125,079
Other Employee Benefits$76,677$14,854$841$92,372
Payroll Taxes$67,426$13,979$822$82,227
Fees for Services Accounting-$60,872-$60,872
Office Expenses$32,538$7,142-$39,680
Fees for Services Management-$21,283-$21,283
Pension Plan Contributions$15,378$3,188$188$18,754
Depreciation Depletion$9,371$2,343-$11,714
Insurance-$10,372-$10,372
Fees for Services Other$5,986$1,390-$7,376
All Other Expenses$3,389$744-$4,133
Fees for Services Legal-$3,338-$3,338
Other Expenses$42,058$1,887$513$1,887
Total Functional Expenses$1,712,929$372,927$12,808$2,098,664

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,113,340
Expenses per Audited Statements$2,098,664
Total Expenses per Form 990$2,098,664
Expenses Not Reported on Form 990$14,676
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$14,476
Fundraising Gross Income$14,476
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Gala$34,520$14,476$2,250$12,226
Total Events$34,520$14,476$14,476$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“The board of directors reveiews and approves the form 990, which is prepared by an independent certified public accounting firm, before filing it with the irs.”

Form 990, Part VI, Section B, Line 12C

“Each member of the board of directors shall annually sign a statement that affirms that such person: a. Has received a copy of the conflict of interst policy; b. Had read and understands the policy; c. Has agreed to comply with the policy; and d. Understands that lee montessori pcs is a charitable organization and in order to maintain its federal tax exemption status it must engage primarily in activities that accomplish one or more of its tax-exempt purposes.”

Form 990, Part VI, Section B, Line 15

“Compensation of top management and key employees is reviewed and approved by the board of directors based on competency assessment scores.”

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.”

Filing and Contact Details

Filer

Filer Name
Lee Montessori Public Charter School
EIN
45-4726453
Phone
2027799740
Address
3025 4TH STREET NE, WASHINGTON, DC 20017

Signing Officer

Name
Chris Pencikowski
Title
Co-founder & Head of School
Phone
2027799740
Signed
2016-12-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Chris Pencikowski
Formed
2013
Legal Domicile
Dc
Voting Board Members
9
Independent Board Members
8
Employees
27
Volunteers
8

Preparer

Firm
Jones Maresca & Mcquade Pa
Address
10500 LITTLE PATUXENT PARKWAY SUITE, 770, COLUMBIA, MD 21044
Preparer
David Jones
Phone
4108840220
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“These processes have not changed in the current year.”

Financial Statement Notes

PART X, LINE 2:

“The school has analyzed its tax positions, and has concluded that no liability for unrecognized tax benefits should be recorded related to any uncertain tax positions taken on returns filed for open tax years (2012-2014), or expected to be taken in its 2015 tax return. The school is not aware of any tax positions for which it believes that there is a reasonable possibility that the total amounts of unrecognized tax benefits will change materially in the next twelve months.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Fundraising expenses 14,476.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Fundraising expenses 14,476.”

Raw XML AppendixShowing 400 of 459 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ActivityOrMissionDesc0THE MISSION OF LEE MONTESSORI PUBLIC CHARTER SCHOOL IS TO FOSTER A LIFETIME LOVE OF LEARNING AND CULTIVATE INDEPENDENCE AMONG DC SCHOOL CHILDREN, USING THE STUDENT-CENTERED MORESSORI METHOD, AN EVIDENCE-BASED APPROACH TO CLOSING THE OPPORTUNITY GAP.
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IRS990/Desc0LEE MONTESSORI PUBLIC CHARTER SCHOOL WAS ORGANIZED IN JANUARY 2013 AS A NOT-FOR-PROFIT ORGANIZATION DEDICATED TO CREATING A PEACEFUL, MULTI-AGE LEARNING ENVIRONMENT FOR PUBLIC PRESCHOOL AND ELEMENTARY AGED CHILDREN. THE SCHOOL'S FIRST YEAR OF OPERATION WAS FALL 2014 - SPRING 2015. THE SCHOOL FOSTERS THE PHYSICAL, SOCIAL, EMOTIONAL, AND ACADEMIC GROWTH AND DEVELOPMENT OF STUDENTS AND PRODUCES LIFE-LONG LEARNERS. THE SCHOOL ACHIEVES ITS MISSION BY INSPIRING ACADEMIC SUCCESS BY PROVIDING MONTESSORI CURRICULUM IN A HOLISTIC AND DEVELOPMENTALLY RESPONSIVE ENVIRONMENT; NURTURING STUDENT CREATIVITY, CURIOSITY AND EFFICACY BY PROMOTING SELF-DIRECTED EDUCATION; OFFERING INDIVIDUAL PACED ACADEMIC INSTRUCTION AND ACIDITIES; ENGAGING STUDENTS IN PURPOSEFUL AND COLLABORATIVE COMMUNITY BUILDING ACTIVITIES; FOSTERING STUDENTS USE OF INNER DISCIPLINE, CONCENTRATION AND TASK COMPLETION OF LIFELONGCRITICAL THINKING AND DISCOVERY; AND PRESERVING AND CULTIVATING THE INNATE CAPACITY OF STUDENTS SO THEY CAN REACH THEIR FULL POTENTIAL AS CONTRIBUTING GLOBAL CITIZENS.
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IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
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IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt010372
IRS990/InsuranceGrp/TotalAmt010372
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt012
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt022116
IRS990/LandBldgEquipBasisNetGrp/BOYAmt056987
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0104943
IRS990/LandBldgEquipCostOrOtherBssAmt0127059
IRS990/LegalDomicileStateCd0DC
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE MISSION OF LEE MONTESSORI PUBLIC CHARTER SCHOOL IS TO FOSTER A LIFETIME LOVE OF LEARNING AND CULTIVATE INDEPENDENCE AMONG DC SCHOOL CHILDREN, USING THE STUDENT-CENTERED MONTESSORI METHOD, AN EVIDENCE-BASED APPROACH TO CLOSING THE OPPORTUNITY GAP.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0176120
IRS990/NetAssetsOrFundBalancesEOYAmt0462441
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt045820
IRS990/OccupancyGrp/ProgramServicesAmt0208735
IRS990/OccupancyGrp/TotalAmt0254555
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt07142
IRS990/OfficeExpensesGrp/ProgramServicesAmt032538
IRS990/OfficeExpensesGrp/TotalAmt039680
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt05000
IRS990/OtherAssetsTotalGrp/EOYAmt05000
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0841
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt014854
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt076677
IRS990/OtherEmployeeBenefitsGrp/TotalAmt092372
IRS990/OtherExpensesGrp/Desc0DIRECT STUDENT COSTS
IRS990/OtherExpensesGrp/Desc1FOOD SERVICES/CATERING
IRS990/OtherExpensesGrp/Desc2STAFF DEVELOPMENT
IRS990/OtherExpensesGrp/Desc3BANK FEE
IRS990/OtherExpensesGrp/FundraisingAmt0513
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt08719
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11887
IRS990/OtherExpensesGrp/ProgramServicesAmt0315609
IRS990/OtherExpensesGrp/ProgramServicesAmt187043
IRS990/OtherExpensesGrp/ProgramServicesAmt242058
IRS990/OtherExpensesGrp/TotalAmt0315609
IRS990/OtherExpensesGrp/TotalAmt187043
IRS990/OtherExpensesGrp/TotalAmt251290
IRS990/OtherExpensesGrp/TotalAmt31887
IRS990/OtherLiabilitiesGrp/BOYAmt049000
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt04327
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt097475
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0809278
IRS990/OtherSalariesAndWagesGrp/TotalAmt0911080
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt0822
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt013979
IRS990/PayrollTaxesGrp/ProgramServicesAmt067426
IRS990/PayrollTaxesGrp/TotalAmt082227
IRS990/PensionPlanContributionsGrp/FundraisingAmt0188
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt03188
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt015378
IRS990/PensionPlanContributionsGrp/TotalAmt018754
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt06512
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt010120
IRS990/PrincipalOfficerNm0CHRIS PENCIKOWSKI
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2611710
IRS990/ProgramServiceRevenueGrp/Desc0PER PUPIL APPROPRIATIO
IRS990/ProgramServiceRevenueGrp/Desc1PER PUPIL FACULTY ALLO
IRS990/ProgramServiceRevenueGrp/Desc2ACTIVITY FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01634222
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1324896
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2126324
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01634222
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1324896
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2126324
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0381075
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt0751072
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt01398939
IRS990/PYRevenuesLessExpensesAmt036389
IRS990/PYSalariesCompEmpBnftPaidAmt0992553
IRS990/PYTotalExpensesAmt01743625
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01780014
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0286321
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt02085442
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt0200
IRS990ScheduleD/DonatedServicesUseFcltsAmt0200
IRS990ScheduleD/EquipmentGrp/BookValueAmt02899
IRS990ScheduleD/EquipmentGrp/DepreciationAmt06121
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt09020
IRS990ScheduleD/ExpensesNotReportedAmt014676
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt02098664
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherExpensesIncludedAmt014476
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0102044
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt015995
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0118039
IRS990ScheduleD/OtherRevenueAmt014476
IRS990ScheduleD/RevenueNotReportedAmt014676
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt02384985
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE SCHOOL HAS ANALYZED ITS TAX POSITIONS, AND HAS CONCLUDED THAT NO LIABILITY FOR UNRECOGNIZED TAX BENEFITS SHOULD BE RECORDED RELATED TO ANY UNCERTAIN TAX POSITIONS TAKEN ON RETURNS FILED FOR OPEN TAX YEARS (2012-2014), OR EXPECTED TO BE TAKEN IN ITS 2015 TAX RETURN. THE SCHOOL IS NOT AWARE OF ANY TAX POSITIONS FOR WHICH IT BELIEVES THAT THERE IS A REASONABLE POSSIBILITY THAT THE TOTAL AMOUNTS OF UNRECOGNIZED TAX BENEFITS WILL CHANGE MATERIALLY IN THE NEXT TWELVE MONTHS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1FUNDRAISING EXPENSES 14,476.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2FUNDRAISING EXPENSES 14,476.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0104943
IRS990ScheduleD/TotalExpensesPerForm990Amt02098664
IRS990ScheduleD/TotalRevenuePerForm990Amt02384985
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02399661
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02113340
IRS990ScheduleE/ComplianceWithRevProc7550Ind00
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd01
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0POLICY IS PUBLICIZED IN THE BULLETIN OF INFORMATION GIVEN TO STUDENTS AND PARENTS APPLYING TO THE INSTITUTE AND TO POTENTIAL BENEFACTORS.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1EXPLANATION: TITLE I, II VB GRANTS
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt2AS A PUBLIC CHARTER SCHOOL LEE MONTESSORI IS EXEMPT FROM THE REQUIREMENTS OF REV. PROC. 75-50.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, PART I, LINE 6
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2SCHEDULE E, PART I, LINE 7
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt020044
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt020044
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt014476
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt0500
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt0500
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ANNUAL GALA
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt010868
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt010868
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt034520
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt034520
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt014476
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt014476
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt02250
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02250
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt0858
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt0858
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF DIRECTORS REVEIEWS AND APPROVES THE FORM 990, WHICH IS PREPARED BY AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTING FIRM, BEFORE FILING IT WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EACH MEMBER OF THE BOARD OF DIRECTORS SHALL ANNUALLY SIGN A STATEMENT THAT AFFIRMS THAT SUCH PERSON: A. HAS RECEIVED A COPY OF THE CONFLICT OF INTERST POLICY; B. HAD READ AND UNDERSTANDS THE POLICY; C. HAS AGREED TO COMPLY WITH THE POLICY; AND D. UNDERSTANDS THAT LEE MONTESSORI PCS IS A CHARITABLE ORGANIZATION AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION STATUS IT MUST ENGAGE PRIMARILY IN ACTIVITIES THAT ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMPENSATION OF TOP MANAGEMENT AND KEY EMPLOYEES IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS BASED ON COMPETENCY ASSESSMENT SCORES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THESE PROCESSES HAVE NOT CHANGED IN THE CURRENT YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt081367
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt026353
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0338957
IRS990/TotalAssetsEOYAmt0700514
IRS990/TotalAssetsGrp/BOYAmt0338957
IRS990/TotalAssetsGrp/EOYAmt0700514
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0299543
IRS990/TotalEmployeeCnt027
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt012808
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0372927
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01712929
IRS990/TotalFunctionalExpensesGrp/TotalAmt02098664
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0162837

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