2024-05-14T19:50:37-05:00 2023-06-30 760269860 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 77027 990 2022-07-01 741486232 The Post Oak School POST 7136616688 4600 Bissonnet Bellaire TX 77401 Maura Joyce President 7136616688 2024-05-14 1 Maura Joyce 999009999 0 Barbara Murphy P01386215 7134395739 2024-05-14 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z Maura Joyce 4600 Bissonnet Bellaire TX 77401 15892558 0 X www.postoakschool.org X 1964 TX The Post Oak School was founded to provide a superior Montessori environment and dynamic learning experiences which are designed according to the developmental characteristics and needs of children to guide and nurture each child intellectually, socially, and emotionally. 17 16 140 125 0 0 851838 661884 13603270 14864414 170492 329642 284857 -40149 14910457 15815791 1307262 1309880 0 0 8528336 9311230 0 0 389674 4094913 4691758 13930511 15312868 979946 502923 33883202 34654794 13063805 12970451 20819397 21684343 X See Schedule OThe mission of The Post Oak School is to prepare an outstanding Montessori environment that fosters collaboration, cooperation and peace, and to provide experiences that promote curiosity, inquiry and engagement. Designed according to the physical, emotional, social, and intellectual characteristics and needs of the learner, our methods guide and nurture each individual from infancy to adulthood. The School's approach is grounded in the principles of AMI Montessori education. 0 1 12872353 1309880 14864414 The Post Oak School provides a comprehensive Montessori education, based on the principles and practices of Association Montessori Internationale (AMI) and accredited by the International Schools of the Southwest (ISAS), to a diverse population of approximately 500 students from infancy to high school. In keeping with Dr. Montessori's ideals, children work in multi-age classrooms with a high level of freedom in choosing their own foundations in language, math, geography, science, music, and other disciplines. The Middle School and High School are located on a second campus in the museum district of Houston which incorporates the principles of Dr. Montessori as well as the International Baccalaureate. The Post Oak School offers an extensive program of parent education. A free series of four classes, repeated throughout the year, offers general information about Montessori education to both prospective parents and interested visitors. The infant-parent program helps parents of toddlers raise happy, self confident children. A variety of other classes, lectures, and other presentations during the school year, some free and open to the public and others by reservation, afford a variety of perspectives on the School's primary purpose of raising intelligent, confident, caring, and self-motivated lifelong learners. Community service is deeply ingrained in the Montessori curriculum, from infancy through adolescence. By the time of Middle School, the entire class spends a half day each week working in small groups at various service agencies around Houston. Elementary students have ongoing relationships with other agencies, whether through regular site visits for volunteer work or by working on projects to benefit needy people in more distant places. Older children routinely learn the benefits and blessing of aiding others in the school's multi-age classrooms. Even the infants, living in a small tight-knit community, discover early on that other people have feelings. Faculty and Staff regularly present at national Montessori conferences and attend both national and international Montessori congresses. The School's administration has led the formation of a national Montessori administrators association. Multiple organizations, whether devoted to Montessori or traditional education, like the North American Montessori Teachers Association (NAMTA) or Independent School Management (ISM) recommend Post Oak materials, policies, and procedures as models of best practices for similar schools. 12872353 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 0 0 0 0 0 0 0 0 0 1 62 0 1 140 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 17 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X Kelly Vaughn 7136616688 4600 Bissonnet Bellaire TX 77401 Alison Wong Chair 10.00 X X 0 0 0 Rochelle Tafolla Secretary 5.00 X X 0 0 0 Rick Evans Treasurer 5.00 X X 0 0 0 Sebha Ali Trustee 3.00 X 0 0 0 Rob Bruce Trustee 3.00 X 0 0 0 Raj Chelapurath Trustee 3.00 X 0 0 0 TJ Farnsworth Trustee 3.00 X 0 0 0 Susanna Kartye Trustee 3.00 X 0 0 0 Judy Le Trustee 3.00 X 0 0 0 Gabriel Loperena Trustee 3.00 X 0 0 0 Mark Martin Trustee 3.00 X 0 0 0 Oscar Parada Trustee 3.00 X 0 0 0 Rona Sonabend Trustee 3.00 X 0 0 0 Troy Thacker Trustee 3.00 X 0 0 0 Whitney Walsh Trustee 3.00 X 0 0 0 Jordan Zweig Trustee 3.00 X 0 0 0 Maura Joyce President, Head of School 60.00 X X 326014 0 47276 Kelly Vaughn CFO 60.00 X 198164 0 18363 Mirna Andrade-Salgado Director of Technology 55.00 X 108499 0 12969 Emily Milani Controller 45.00 X 111505 0 13421 James Quillin HS Director 50.00 X 135957 0 12856 Matt Thompson Facilities Director 45.00 X 104375 0 12680 984514 0 117565 6 0 1 0 Way Engineering Ltd 8610 Wallisville Rd Houston TX 77029 HVAC services 493992 Synlawn Texas 15702 Grant Rd Cypress TX 77429 Turf installation 231997 DTK Facility Services 9821 Katy Fwy 500 Houston TX 77024 Janitorial services 206491 Xcess Services 8325 Broadway 202 Pearland TX 77581 Lawn services 116649 4 66755 595129 9405 661884 Tuition and fees 611710 14422629 14422629 Tuition summer/ext day 611600 418616 418616 School events 900099 23169 23169 14864414 329252 329252 1003 613 390 390 390 36005 66755 76154 -40149 -40149 15815791 14864414 0 289493 1309880 1309880 613803 240026 277474 96303 7130566 5761648 1227089 141829 323541 298729 21434 3378 698298 658397 35291 4610 545022 433992 96400 14630 16696 16696 34175 34175 201755 160186 35919 5650 225461 42866 119888 62707 329292 283704 39392 6196 1025781 992223 29430 4128 479627 439063 38618 1946 295956 295956 847081 834453 11171 1457 304629 286809 15787 2033 Education supplies 756755 756755 Uncollectible amounts 44959 44959 School event expenses 44361 44361 Dues and subscriptions 43794 33305 7118 3371 41436 41436 15312868 12872353 2050841 389674 2619233 3201115 5305030 5481314 518630 18650 7053 20446 172838 203557 32030933 9978916 22213240 22052017 3025024 3435051 22154 242644 33883202 34654794 679164 223168 3027358 3785228 9357283 8851505 0 110550 13063805 12970451 X 19299406 19874120 1519991 1810223 20819397 21684343 33883202 34654794 X 502923 252083 109940 X 0 1 X 1 0 X 778179 489648 2557825 851838 661884 5339374 778179 489648 2557825 851838 661884 5339374 189936 5149438 220434 178810 74000 169907 329252 972403 146791 284857 431648 6743425 67902837 0.76360 0.79590 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3017796 23332 386752 3427880 3342859 53724 -378787 3017796 2396512 43052 903295 3342859 2497824 -101312 2396512 2395254 40657 61913 2497824 0.50813 0.19001 0.30186 0 0 11804762 11804762 18545055 8583707 9961348 1645219 1395209 250010 35897 35897 22052017 Operating lease liability 110550 110550 14713633 252083 252083 14461550 1354241 1354241 15815791 13958627 0 13958627 1354241 1354241 15312868 Part V, Line 4: The Endowment fund is dedicated to benefitting The Post Oak School by supporting program enrichment, specific teaching programs, Montessori training, staff professional development, tuition assistance, and facilities operation and maintenance. Part XI, Line 4b - Other Adjustments: Financial aid to students 1,309,880. School event expenses 44,361. Part XII, Line 4b - Other Adjustments: Financial aid to students 1,309,880. School event expenses 44,361. 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's nondiscriminatory policy is included in all literature that is given to prospective families applying to the school and on the website. Golf fundraiser 102760 66755 36005 48136 28018 102760 66755 36005 48136 28018 76154 -40149 1 Financial aid 77 1309880 Tuition reduction Part I, Line 2: Financial aid is awarded based on the relative need of families that have applied and on funds available. Families must reapply for financial assistance each year. Additional information and applications are available on the School's website. X X X X X 0 0 0 0 0 0 0 0 0 Maura Joyce President, Head of School 326014 0 0 0 0 0 40900 0 6376 0 373290 0 0 0 Kelly Vaughn CFO 198164 0 0 0 0 0 11987 0 6376 0 216527 0 0 0 Form 990, Part III, line 3 The Post Oak School no longer conducts the Houston Montessori Institute. Instead, the School is now partnering with the Montessori Institute of North Texas (MINT). MINT is a well-established training center with a comprehensive team in place and a state-of-the-art facility, offering courses at all levels both in the summer and year-round. The Post Oak School now hosts training courses as the Houston satellite campus of MINT. Form 990, Part VI, Section B, line 11b Form 990 is reviewed by the CFO and the Audit Committee. After approval, a final copy is made available for all Trustees to review via the Board of Trustees portal on the School website. Trustees are asked to review and comment on the Form prior to filing with the IRS. Form 990, Part VI, Section B, line 12c Compliance with the conflict of interest policy is enforced through the use of an annual questionnaire. The completed questionnaires are reviewed by the Board Chair, President, and CFO to confirm that no potential conflicts of interest exist. Form 990, Part VI, Section B, line 15 The Head of School's annual compensation is determined by the Head Support & Evaluation Committee using NAIS and ISAS along with using a compensation consultant and other data points in addition to the Committee's performance review. The Committee then presents its findings to the full Board who vote on the compensation amount and contract renewal. The Head Support & Evaluation Committee reviews the comparative data that is used to determine the compensation of other key employees. Form 990, Part VI, Section C, line 19 Governing documents, policies, and financial statements are made available upon request. Form 990, Part XI, line 9: Change in value of derivative agreement 109,940.