2026-06-09T13:41:33-05:00 2025-07-31 273858252 DEAN DORTON ALLEN FORD PLLC 4130 PARKLAKE AVE STE 400 RALEIGH NC 27612 990 2024-08-01 561086219 THE MONTESSORI SCHOOL OF RALEIGH INC MONT 9198481545 7005 LEAD MINE ROAD RALEIGH NC 27615 JUSTIN PIKE CFOO 9198481545 2026-05-20 1 1 MICHELLE FOOTE P01387279 9198792909 2024 2025-03-06 01:10:19Z MONICA RODRIGUEZ 7005 LEAD MINE ROAD RALEIGH NC 27615 12316392 0 X WWW.MSR.ORG X 1974 NC THE TRIANGLE'S MODERN EMBODIMENT AND MINDFUL PRACTICE OF THE TIME-PROVEN MONTESSORI PHILOSOPHY AND THE WORLD-RENOWNED INTERNATIONAL BACCALAUREATE PROGRAM, DEVELOPING AGILE THINKERS, POISED COMMUNICATORS, AND GRACIOUS COLLABORATORS-ENGINEERS OF AUTHENTIC AND FULFILLING LIVES. 12 12 153 220 0 0 111326 219283 10718659 11130889 37748 173018 297428 793202 11165161 12316392 413027 458308 0 0 7173654 7734199 0 0 495240 3480655 3430209 11067336 11622716 97825 693676 13574010 14010833 10970431 10787619 2603579 3223214 X THE MONTESSORI SCHOOL OF RALEIGH (MSR) AND CAROLINA PREPARATORY ACADEMY (CAROLINA PREP) ARE THE TRIANGLE'S MODERN EMBODIMENT AND MINDFUL PRACTICE OF THE TIME-PROVEN MONTESSORI PHILOSOPHY AND THE WORLD-RENOWNED INTERNATIONAL BACCALAUREATE PROGRAM, DEVELOPING AGILE THINKERS, POISED COMMUNICATORS, AND GRACIOUS COLLABORATORS-ENGINEERS OF AUTHENTIC AND FULFILLING LIVES. 0 0 9313966 458308 11924091 THE MONTESSORI SCHOOL OF RALEIGH IS A COMMUNITY OF CHILDREN FROM INFANCY (SIX WEEKS) THROUGH GRADE 12. THROUGH SELF-DIRECTED ENGAGEMENT WITH MSR'S EMBRACING CULTURE, INHERENTLY INTERDISCIPLINARY CURRICULUM, AND PURPOSEFULLY PREPARED ENVIRONMENTS, STUDENTS CONSTRUCT MEANING BY EXPLORING THEIR PERSONAL INTERESTS AND CURIOSITIES.GUIDED BOTH IMPLICITLY AND EXPLICITLY BY EXPERT TEACHERS, THEIR PEERS, AND THEIR OWN METACOGNITIVE REFLECTIONS, STUDENTS DEVELOP MASTERY ACROSS EVOLVING SOCIAL, EMOTIONAL, AND ACADEMIC DOMAINS. THEY LEARN THE HABITS OF MIND AND PRACTICE THAT FOSTER DEEP FOCUS, DISCERNMENT, UNDERSTANDING, AND MATURITY FROM THEIR EARLIEST YEARS.THROUGH THIS COMPREHENSIVE PREPARATION, STUDENTS BUILD THE COGNITIVE, EXECUTIVE, AND INTERPERSONAL SKILLS WIDELY RECOGNIZED AS ESSENTIAL FOR SUCCESS IN COLLEGE AND IN LIFE-EMERGING AS AGILE THINKERS, POISED COMMUNICATORS, AND COLLABORATIVE COMMUNITY MEMBERS.THE MIDDLE AND UPPER SCHOOL PROGRAMS, OPERATING AS CAROLINA PREPARATORY ACADEMY, SERVE STUDENTS IN GRADES 6 THROUGH 12 AND OFFER AN INTERNATIONAL BACCALAUREATE CONTINUUM, INCLUDING THE MIDDLE YEARS PROGRAMME AND THE DIPLOMA PROGRAMME, PROVIDING A RIGOROUS AND GLOBALLY RECOGNIZED COURSE OF STUDY THAT PREPARES STUDENTS FOR SUCCESS IN COLLEGE AND BEYOND. 9313966 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 24 0 1 153 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NC X THE ORGANIZATION 9198481545 7005 LEAD MINE ROAD RALEIGH NC 27615 BRENDAN KIEL PRESIDENT 4.00 X X 0 0 0 DANIEL RUSSO VICE PRESIDENT 4.00 X X 0 0 0 ANDREA INOKON SECRETARY 3.00 X X 0 0 0 MATTHEW BALDWIN TREASURER 3.00 X X 0 0 0 JULIE BROOKS TRUSTEE 2.00 X 0 0 0 ABDEL DARENSBURG TRUSTEE 2.00 X 0 0 0 VIRAJ DOSHI TRUSTEE 2.00 X 0 0 0 PATRICIA EGGERDING TRUSTEE 2.00 X 0 0 0 TAMARA FRANKLIN EX-OFFICIO 0.10 X 0 0 0 JANE GAGLIARDI TRUSTEE 2.00 X 0 0 0 DEBBIE GORDON TRUSTEE 2.00 X 0 0 0 LISA LOWE-HALL TRUSTEE 2.00 X 0 0 0 BRIAN MCNEIL TRUSTEE 2.00 X 0 0 0 MEGHAN PYLE EX-OFFICIO 0.10 X 0 0 0 CANDACE WATERS EX-OFFICIO 0.10 X 0 0 0 JAMES HAM TRUSTEE (THRU 9/4/24) 1.00 X 0 0 0 PATRICIA BRADLEY TRUSTEE (THRU 8/28/24) 1.00 X 0 0 0 KIMBERLY HOLMES-IVERSON TRUSTEE (THRU 11/14/24) 1.00 X 0 0 0 MONICA R PICKETT RODRIGUEZ HEAD OF SCHOOL 40.00 X 267955 0 25203 HAL WILLIAMS CHIEF FINANCIAL OFFICER 40.00 X 102320 0 12438 JUSTIN PIKE CHIEF OPERATIONS OFFICER 40.00 X 128160 0 19721 AARON WOODCOCK DIRECTOR OF FACILITIES 40.00 X 101146 0 12923 599581 0 70285 4 0 1 0 0 219283 7689 219283 TUITION AND FEES 611110 9435865 9435865 AFTER SCHOOL FEES 611110 670368 670368 STUDIO AND SUMMER CAMP FEES 611110 492214 492214 OTHER FEES AND CHARGES 611110 228378 228378 APPLICATION FEES 611110 186600 186600 117464 117464 11130889 173018 173018 112401 0 112401 112401 112401 EMPLOYEE RETENTION CREDIT 611110 662072 662072 MISCELLANEOUS REVENUE 611110 18729 18729 680801 12316392 11924091 0 173018 458308 458308 312397 171818 103091 37488 5978575 5010400 736813 231362 203806 171266 24784 7756 779418 647060 100463 31895 460003 379460 61034 19509 94241 77740 12504 3997 29701 24500 3941 1260 330069 272277 43794 13998 133033 133033 444349 366547 58957 18845 212132 195474 16404 254 221991 173153 48838 518549 477832 40100 617 127295 127295 TUITION REMISSION AND D 555581 521744 25247 8590 OTHER EDUCATIONAL RELAT 322004 265624 42724 13656 REPAIR & MAINTENANCE 187495 187495 RECRUITMENT AND TRAININ 107747 88881 14296 4570 146022 11882 32697 101443 11622716 9313966 1813510 495240 5970783 6922658 40532 2770 55417 28882 213421 196103 13593510 6886709 7082576 6706801 211281 153619 13574010 14010833 294029 256835 5452702 5543036 4924185 4680259 299515 307489 10970431 10787619 X 2553147 3210714 50432 12500 2603579 3223214 13574010 14010833 693676 -74041 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 224982 9166 234148 218873 6109 224982 218873 218873 218873 218873 451928 11364 244419 218873 0 0 722195 722195 11294333 5641288 5653045 867000 669513 197487 709982 575908 134074 6706801 LEASE OBLIGATIONS 307489 307489 11754793 -74041 -74041 11828834 487558 487558 12316392 11135158 0 11135158 487558 487558 11622716 PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID, SCHOLARSHIPS, AND TUITION DISCOUNTS 487,558. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID, SCHOLARSHIPS, AND TUITION DISCOUNTS 487,558. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 ALL MEDIA STATES THE SCHOOL'S NONDISCRIMINATORY POLICY. 1 TUITION FINANCIAL AID 59 453308 FMV SCHOLARSHIP 1 5000 FMV SCHEDULE I, PAGE 1, PART 1, LINE 2 THE MONTESSORI SCHOOL OF RALEIGH (MSR) USES CLARITY AS A THIRD-PARTY FINANCIAL AID ASSESSMENT TOOL TO ASSIST IN DETERMINING ELIGIBILITY FOR TUITION ASSISTANCE. CLARITY PROVIDES A STANDARDIZED AND IMPARTIAL REVIEW PROCESS IN A CONFIDENTIAL SETTING. MSR REVIEWS THE RECOMMENDATIONS PROVIDED BY CLARITY, WITH FINAL AWARD DETERMINATIONS DELEGATED TO THE TUITION ASSISTANCE COMMITTEE. IN 2024-2025, THE COMMITTEE INCLUDED THE CHIEF FINANCIAL OFFICER, CONTROLLER, DIRECTOR OF ADMISSIONS & ENROLLMENT MANAGEMENT, AND ASSOCIATE DIRECTOR OF ADMISSIONS & ENROLLMENT MANAGEMENT. MSR USES THE CLARITY RECOMMENDATION AS A STARTING POINT FOR EVALUATING EACH APPLICANT'S REQUEST FOR ASSISTANCE. THE CLARITY RECOMMENDATION IS BASED ON THE TAX RETURNS AND FINANCIAL INFORMATION SUBMITTED AS PART OF THE APPLICATION. FAMILIES MAY ALSO SUBMIT A LETTER TO CLARITY OUTLINING ANY CHANGES IN THEIR FINANCIAL SITUATION SINCE THE TIME OF SUBMISSION. WHILE CLARITY INCLUDES THIS INFORMATION IN THE MATERIALS SHARED WITH MSR, IT IS NOT INCORPORATED INTO THEIR CALCULATED RECOMMENDATION. THE SCHOOL MAKES FINAL AWARD DECISIONS BASED ON AVAILABLE BUDGETED FINANCIAL AID FUNDS, THE NUMBER OF APPLICANTS, AND INSTITUTIONAL PRIORITIES. AS A RESULT, A STUDENT'S FINAL AWARD MAY DIFFER FROM THE CLARITY RECOMMENDATION. MSR'S TUITION ASSISTANCE PROGRAM IS DESIGNED TO ALLOCATE AID BASED ON DEMONSTRATED FAMILY NEED, WITH THE EXPECTATION THAT PARENTS AND GUARDIANS CONTRIBUTE TO THE COST OF EDUCATION TO THE EXTENT THEY ARE ABLE. TUITION ASSISTANCE AWARDS GENERALLY DO NOT EXCEED 50% OF TUITION. THE TUITION ASSISTANCE BUDGET IS ESTABLISHED ANNUALLY BY THE BOARD OF TRUSTEES AS PART OF THE BUDGET APPROVAL PROCESS IN MAY. FOR THE 2024-2025 SCHOOL YEAR, THE BUDGET WAS SET AT APPROXIMATELY 5% OF GROSS TUITION. FAMILIES MAY APPEAL TUITION ASSISTANCE DECISIONS BY SUBMITTING ADDITIONAL INFORMATION IN WRITING TO THE TUITION ASSISTANCE COMMITTEE FOR REVIEW. X X X X X 0 0 0 0 0 0 0 0 0 MONICA R PICKETT RODRIGUEZ HEAD OF SCHOOL 267955 0 0 0 0 0 10725 0 14478 0 293158 0 0 0 A PUBLIC FINANCE AUTHORITY THE MONTESSORI SCHOOL 273866124 2015-07-16 6500000 CAP. IMP. RALEIGH & DURHAM CAMPUS 0 0 0 A 6500000 130000 6370000 1 0 1 1 A 0 0 0 0 0 0 1 A 0 1 0 0 1 0 0 0 1 A 1 PART II LINE 7 SCHEDULE K - ADDITIONAL INFORMATION $130,000 TO PAY COSTS OF ISSUANCE $6,370,000 TO PAY FOR CAPITAL IMPROVEMENTS TO RALEIGH AND DURHAM CAMPUSES FORM 990, PART VI, SECTION B, LINE 11B MSR'S BOARD OF TRUSTEES WERE PROVIDED A COPY OF THE 990 PRIOR TO SUBMISSION AND GIVEN TIME TO REVIEW AND ASK QUESTIONS IF INTERESTED. FORM 990, PART VI, SECTION B, LINE 12C IN THE EVENT A SERVICE OR BUSINESS RELATIONSHIP IS SOUGHT THAT IS RELATED TO A TRUSTEE, SAID TRUSTEE IS NOT ALLOWED TO BE INVOLVED IN THE DISCUSSION ON THAT DECISION/PROJECT AND IS NOT ALLOWED TO VOTE ON THAT GOVERNING BODY DECISION/PROJECT. FORM 990, PART VI, SECTION B, LINE 15A THE HEAD OF SCHOOL IS A BOARD EMPLOYEE MEANING THE BOARD OF TRUSTEES HANDLES ALL HIRING, SALARY NEGOTIATIONS, CONTRACT ISSUANCE/RENEWAL, ETC. THE CONTRACTS TYPICALLY ARE MULTI-YEAR. THE BOARD CONSIDERS COMPARABLE MARKET DATA AS WELL AS PAY SCALE AND OTHER PERTINENT FACTORS WHEN DETERMINING TERMS OF EMPLOYMENT AND COMPENSATION FOR THE HEAD OF SCHOOL. FORM 990, PART VI, SECTION C, LINE 19 INTERESTED PARTIES MAY SUBMIT A REQUEST IN WRITING TO THE ATTENTION OF THE CHIEF FINANCIAL AND OPERATIONS OFFICER. FORM 990, PART XII, LINE 2C OVERSIGHT PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. MSR ENCORE INC 7005 LEAD MINE ROAD RALEIGH NC 27615 453801422 EDUCATION NC 501(C)(3) LINE 2 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0