2026-05-13T14:32:52-05:00 2025-06-30 340677006 MALONEY NOVOTNY LLC 1111 SUPERIOR AVE SUITE 700 CLEVELAND OH 441142540 990 2024-07-01 341257076 HERSHEY MONTESSORI SCHOOL HERS 4403570918 10229 PROUTY ROAD CONCORD OH 44077 ROGER CHRISTIANSON DIRECTOR OF ACCT./BUS. OPS. 4403570918 2026-05-13 1 1 CHRISTOPHER B ANDERSON P00226559 2163630100 2024 2025-03-06 01:10:19Z JOHN CUNNINGHAM 10229 PROUTY ROAD CONCORD OH 44077 17681763 0 X WWW.HERSHEY-MONTESSORI.ORG X 1978 OH MONTESSORI EDUCATIONAL PROGRAMS 12 12 88 30 0 0 1159475 11950660 3474007 4321734 35080 215829 161343 154382 4829905 16642605 966522 1360667 0 0 3546245 3654574 0 0 85128 1376340 1502331 5889107 6517572 -1059202 10125033 8193929 18354056 669712 381063 7524217 17972993 GROUNDED IN THE TRADITION OF DR. MARIA MONTESSORI, OUR SCHOOL PROVIDES CAREFULLY PREPARED LEARNING ENVIRONMENTS FOR CHILDREN FROM BIRTH TO 18 YEARS. OUR COMMUNITY FOSTERS PERSONAL AND ACADEMIC GROWTH, INDEPENDENCE, CONFIDENCE, RESPONSIBILITY, & JOYFUL LIFELONG LEARNING. 0 0 5819461 1360667 4337567 OPERATIONS OF MONTESSORI PROGRAMS AT THE FOLLOWING LEVELS: PARENT-INFANT, YOUNG CHILD, PRE-SCHOOL, ELEMENTARY, MIDDLE SCHOOL, AND UPPER SCHOOL. 5819461 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 1 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 25 0 1 88 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 12 12 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 1 0 X X ROGER CHRISTIANSON 4403570918 10229 PROUTY RD CONCORD OH 44077 JOHN CUNNINGHAM PRESIDENT 3.00 X X 0 0 0 JANE NEUBAUER VICE PRESIDENT 1.00 X X 0 0 0 ANNE MARIE KOLLANDER TREASURER 1.00 X X 0 0 0 JEFF EMBLETON SECRETARY 1.00 X X 0 0 0 BOWMAN BEEMAN BOARD MEMBER 1.00 X 0 0 0 DEBRA GUREN EMERITUS BOARD MEMBER 1.00 X 0 0 0 JESSIE JONES BOARD MEMBER 1.00 X 0 0 0 DOUGLAS PRICE IV BOARD MEMBER 1.00 X 0 0 0 JOEL SMITH BOARD MEMBER 1.00 X 0 0 0 APRIL BAIN BOARD MEMBER 1.00 X 0 0 0 KATE WITOSKY BOARD MEMBER 1.00 X 0 0 0 KEVIN SLESH BOARD MEMBER 1.00 X 0 0 0 PAULA LEIGH-DOYLE HEAD OF SCHOOL 40.00 X 147830 0 5118 A CORY MCDANIEL DIRECTOR OF FINANCE 40.00 X 91050 0 1279 238880 0 6397 1 0 0 0 0 60942 187366 11702352 11950660 TUITION AND FEES 900099 4321734 4321734 4321734 140504 140504 59283 0 59283 59283 59283 1075248 999923 75325 75325 75325 118501 60942 39235 79266 79266 OTHER 900099 15833 15833 15833 16642605 4337567 0 354378 1360667 1360667 239880 207826 27277 4777 2893343 2518076 317379 57888 65487 56974 7203 1310 216177 188074 23780 4323 239687 208528 26366 4793 8276 1608 6668 10272 10272 161305 71605 89700 39109 39109 589 507 82 10948 9415 1533 400319 344275 56044 18222 18222 309552 266215 43337 52071 44781 7290 AUXILIARY SERVICES 134364 134364 CLASS MATERIALS & SUP. 129970 129970 FOOD SERVICES 88722 88722 BAD DEBT EXPENSE 81307 81307 57305 38944 6324 12037 6517572 5819461 612983 85128 229331 554327 35126 5136938 20000 132978 153547 6785 6785 10687506 5392502 5596883 5295004 2184450 7159237 8376 28218 8193929 18354056 121490 167474 538687 208719 9535 4870 669712 381063 X 5206195 4947885 2318022 13025108 7524217 17972993 8193929 18354056 10125033 322918 825 0 X 1 X 0 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2199171 10015000 504398 450000 12268569 2593924 280776 675530 2199170 2686071 5611 225949 323707 2593924 3105108 7093 -421980 4150 2686071 2464666 4150 645506 9214 3105108 0.00000 0.98125 0.01875 0 0 190353 190353 4340941 2853025 1487916 4684226 1194129 3490097 1452846 1326208 126638 19140 19140 0 5295004 LEASE LIABILITIES 4870 4870 SCHEDULE D, PAGE 2, PART V, LINE 4 THE ENDOWMENT FUND AND FINANCIAL AID FUND ARE PART OF THE PERMANENT ENDOWMENT TO BENEFIT THE SCHOOL. THE EARNINGS FROM THE ENDOWMENT FUND AND FINANCIAL AID FUND MAY BE USED FOR OPERATING NEEDS, AS APPROVED BY THE BOARD OF DIRECTORS. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE POLICY IS INCLUDED IN ADVERTISING, PUBLICATIONS, BROCHURES AND WEBSITE. SCHEDULE E, PART I, LINE 6 THE SCHOOL RECEIVES COST REIMBURSEMENTS FROM THE STATE OF OHIO FOR ITS PROGRAM SERVICES. SPRING BENEFIT 165926 60842 105084 5545 16706 4425 5894 COSMIC RUN 9995 100 9895 6665 1 3522 3522 179443 60942 118501 5545 16706 4425 12559 39235 79266 1 TUITION FINANCIAL AID 97 1360667 PART I, LINE 2: MONITORING USE OF GRANT FUNDS - HERSHEY MONTESSORI SCHOOL AWARDS A LIMITED NUMBER OF TUITION FINANCIAL AID AWARDS EACH YEAR TO QUALIFYING FAMILIES. THE TOTAL AMOUNT OF FINANCIAL AID FUNDS AVAILABLE EACH YEAR IS BASED UPON BUDGETARY CONSIDERATIONS. IN LATE WINTER OF EACH YEAR, THE PARENT BODY RECEIVES NOTIFICATION OF THE FINANCIAL AID PROGRAM. INTERESTED FAMILIES MUST SUBMIT FINANCIAL INFORMATION TO AN INDEPENDENT AGENCY, WHICH ANALYZES THE FAMILIES' NEEDS. THE SCHOOL RECEIVES A REPORT FROM THIS AGENCY. THE FINANCIAL AID COMMITTEE OF THE BOARD OF DIRECTORS THEN DETERMINES THE AWARDS BASED UPON AVAILABLE FUNDS, NUMBER OF APPLICANTS, EACH FAMILY'S DEMONSTRATED FINANCIAL NEED, NUMBER OF STUDENTS IN THE SCHOOL AND YEARS OF ATTENDENCE AT THE SCHOOL. FINANCIAL AID AWARDS ARE CREDITED DIRECTLY TO EACH RECIPIENT'S ACCOUNT, THEREBY ENSURING THAT THE AWARDS ARE USED FOR EDUCATIONAL PURPOSES. DEBRA HERSHEY GUREN BOARD MEMBER 26000 ANNUAL RENT 0 SCHEDULE L, PART V THE RENT IS PAID TO THE GUREN FAMILY LIMITED PARTNERSHIP. FORM 990, PART VI, SECTION A, LINE 2 BOWMAN BEEMAN & DEBRA GUREN HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B REVIEW OF FORM 990 - THE 990 IS REVIEWED BY THE CHAIR OF THE FINANCE COMMITTEE OF THE SCHOOL'S BOARD OF DIRECTORS. IN ADDITION, THE FORM 990 IS MADE AVAILABLE TO ALL BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 12C MONITORING AND ENFORCEMENT OF CONFLICT POLICY - ALL BOARD MEMBERS AND THE HEAD OF SCHOOL ARE REQUIRED TO REVIEW AND SIGN A WRITTEN CONFLICT OF INTEREST POLICY ANNUALLY. WHEN A CONFLICT ARISES, THE PERSON WITH THE CONFLICT IS NOT PERMITTED TO TAKE PART IN THE DISCUSSION OR TO VOTE ON THE TRANSACTION. PEOPLE WHO ARE INDEPENDENT OF THE PERSON WITH THE CONFLICT MAKE THE DECISION ON THE TRANSACTION THAT IS IN THE BEST INTEREST OF THE SCHOOL. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION REVIEW AND APPROVAL - THE COMPENSATION FOR THE HEAD OF SCHOOL IS REVIEWED ANNUALLY BY THE EXECUTIVE COMMITTEE OF THE BOARD WHICH IS COMPRISED ENTIRELY OF BOARD MEMBERS. THE MEMBERS OF THE EXECUTIVE COMMITTEE ARE INDEPENDENT OF THE HEAD OF SCHOOL. COMPENSATION IS REVIEWED IN THE CONTEXT OF THE ANNUAL PERFORMANCE REVIEW AND BENCHMARKED AGAINST COMPETITIVE COMPENSATION DATA COMPRISED OF SURVEY DATA AND PUBLICLY AVAILABLE DATA OF PEER AND INDEPENDENT SCHOOLS. THE DELIBERATIONS AND DECISIONS OF THE EXECUTIVE COMMITTEE ARE DOCUMENTED IN THE SCHOOL'S MINUTES. FOR OFFICERS OUTSIDE TOP OFFICIAL/HEAD OF SCHOOL, REVIEW OF COMPENSATION IS PERFORMED AND SET ANNUALLY BY TOP OFFICIAL/HEAD OF SCHOOL. FORM 990, PART VI, SECTION C, LINE 19 AVAILABILITY OF DOCUMENTS - THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.