Countryside Montessori School

Address
4755 Prosperity Church Road
Charlotte, NC 28269
Contact
Website: http://countrysidemontessorischool.org
Phone: +1 (704) 947-6169
Nonprofit
NTEE: B21 - Kindergarten, Preschool, Nursery School, Early Admissions
EIN: 56-1777196

Mission

Countryside Montessori School is dedicated to providing education for children consistent with the Montessori philosophy. It is our goal to endow our students with the desire and ability to learn and the self-understanding and social awareness necessary for healthy, productive lifetimes. It is our aim to instill respect and responsibility for ourselves, the world of mankind, and the natural environment.
 20152014201320122011
Basic features of the organization
Year of formation1981
Subsection code03
PF filing required0    
Metropolitan statistical area1520
Form of organization
CorporationTrue
Human resources, including compensation
Summary compensation info
Total compensation of current key personnel$0.00$91,536.00$93,495.00$92,007.00$62,353.00
Sum of reportable (W2/1099) compensation $96,971.00$90,449.00$44,511.00$70,134.00
Number of employees144144133234126
Number of people compensated >$100k00000
Number of highly compensated contractors00   
Personnel
Anders, Amanda
TitleDirectorDirector   
Name of key/compensated personAmanda AndersAmanda Anders   
Position of compensated person
Current individual trustee or directorTrueTrue   
Average hours per week working for org4.004.00   
Reportable compensation from org$0.00$0.00   
Other comp, non-reportable, from org and related orgs$0.00$0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00   
Average hours per week working for related orgs0.000.00   
Broom, James
Title Vice ChairVice ChairVice ChairVice Chair
Name of key/compensated person James BroomJames BroomJames BroomJames Broom
Position of compensated person
Current individual trustee or director TrueTrueTrueTrue
Average hours per week working for org 4.004.004.004.00
Reportable compensation from org $0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs $0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00$0.00$0.00
Average hours per week working for related orgs 0.000.00  
Ex-Oficio, Douglas
TitleTreasurerTreasurerTreasurerTreasurerTreasurer
Name of key/compensated personDouglas Putt ex-oficioDouglas Putt ex-oficioDouglas Putt ex-oficioDouglas Putt ex-oficioDouglas Putt ex-oficio
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org4.004.004.004.004.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Average hours per week working for related orgs0.000.000.00  
Fluet, Christina
TitleDirectorDirectorDirector  
Name of key/compensated personChristina FluetChristina FluetChristina Fluet  
Position of compensated person
Current individual trustee or directorTrueTrueTrue  
Average hours per week working for org4.004.004.00  
Reportable compensation from org$0.00$0.00$0.00  
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00  
Average hours per week working for related orgs0.000.000.00  
Hagood, Kenneth
TitleRec. SecretaryRec. SecretaryRec. SecretaryRec. SecretaryRec. Secretary
Name of key/compensated personKenneth HagoodKenneth HagoodKenneth HagoodKenneth HagoodKenneth Hagood
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org4.004.004.004.004.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Average hours per week working for related orgs0.000.000.00  
Hanachi, Saghar
TitleDirectorDirector   
Name of key/compensated personSaghar HanachiSaghar Hanachi   
Position of compensated person
Current individual trustee or directorTrueTrue   
Average hours per week working for org4.004.00   
Reportable compensation from org$0.00$0.00   
Other comp, non-reportable, from org and related orgs$0.00$0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00   
Average hours per week working for related orgs0.000.00   
Hanachi, Sarah
Title  Director  
Name of key/compensated person  Sarah Hanachi  
Position of compensated person
Current individual trustee or director  True  
Average hours per week working for org  4.00  
Reportable compensation from org  $0.00  
Other comp, non-reportable, from org and related orgs  $0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00  
Average hours per week working for related orgs  0.00  
Haugh, Deborah
TitleDirectorDirectorDirectorDirectorHead of School
Name of key/compensated personDeborah HaughDeborah HaughDeborah HaughDeborah HaughDeborah Haugh
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org4.004.004.004.0040.00
Reportable compensation from org$0.00$0.00$0.00$0.00$58,391.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$2,400.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Average hours per week working for related orgs0.000.000.00  
Haugh, Martin
TitleDirectorDirectorDirectorDirectorDirector
Name of key/compensated personMartin HaughMartin HaughMartin HaughMartin HaughMartin Haugh
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org4.004.004.004.0040.00
Reportable compensation from org$0.00$0.00$0.00$0.00$11,743.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$600.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Average hours per week working for related orgs0.000.000.00  
Haynes, Layla
Title   DirectorDirector
Name of key/compensated person   Layla HaynesLayla Haynes
Position of compensated person
Current individual trustee or director   TrueTrue
Average hours per week working for org   4.004.00
Reportable compensation from org   $0.00$0.00
Other comp, non-reportable, from org and related orgs   $0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs    $0.00$0.00
Henriques, Mark
TitleDirectorDirectorDirectorDirectorDirector
Name of key/compensated personMark HenriquesMark HenriquesMark HenriquesMark HenriquesMark Henriques
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org4.004.004.004.004.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Average hours per week working for related orgs0.000.000.00  
Horton, Katie
TitleDirectorDirectorDirector  
Name of key/compensated personKatie HortonKatie HortonKatie Horton  
Position of compensated person
Current individual trustee or directorTrueTrueTrue  
Average hours per week working for org4.004.004.00  
Reportable compensation from org$0.00$0.00$0.00  
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00  
Average hours per week working for related orgs0.000.000.00  
Latham, William
Title    Director
Name of key/compensated person    William Latham
Position of compensated person
Current individual trustee or director    True
Average hours per week working for org    4.00
Reportable compensation from org    $0.00
Other comp, non-reportable, from org and related orgs    $0.00
Corresponding comp from related orgs
Reportable compensation from related orgs     $0.00
Nuccio, Todd
TitleDirectorDirectorChairChairChair
Name of key/compensated personTodd NuccioTodd NuccioTodd NuccioTodd NuccioTodd Nuccio
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org4.004.004.004.004.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Average hours per week working for related orgs0.000.000.00  
Nusinov, Chuck
TitleFrm Head of SchFrm Head of SchHead of SchoolHead of School 
Name of key/compensated personChuck NusinovChuck NusinovChuck NusinovChuck Nusinov 
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrue 
Average hours per week working for org40.0040.0040.0040.00 
Reportable compensation from org$0.00$68,971.00$90,449.00$44,511.00 
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$1,014.00 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00 
Average hours per week working for related orgs0.000.000.00  
Potter, Jay
TitleDirectorDirectorDirectorDirectorDirector
Name of key/compensated personJay PotterJay PotterJay PotterJay PotterJay Potter
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org4.004.004.004.004.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Average hours per week working for related orgs0.000.000.00  
Rembert, Wilhelmenia
TitleHead of SchoolHead of School   
Name of key/compensated personWilhelmenia RembertWilhelmenia Rembert   
Position of compensated person
Current individual trustee or directorTrueTrue   
Average hours per week working for org40.0040.00   
Reportable compensation from org$0.00$28,000.00   
Other comp, non-reportable, from org and related orgs$0.00$0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00   
Average hours per week working for related orgs0.000.00   
Rigney, Kathy
TitleChairChairDirector  
Name of key/compensated personKathy RigneyKathy RigneyKathy Rigney  
Position of compensated person
Current individual trustee or directorTrueTrueTrue  
Average hours per week working for org4.004.004.00  
Reportable compensation from org$0.00$0.00$0.00  
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00  
Average hours per week working for related orgs0.000.000.00  
Soporowski, Ray
Title  DirectorDirectorDirector
Name of key/compensated person  Ray SoporowskiRay SoporowskiRay Soporowski
Position of compensated person
Current individual trustee or director  TrueTrueTrue
Average hours per week working for org  4.004.004.00
Reportable compensation from org  $0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs  $0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00$0.00$0.00
Average hours per week working for related orgs  0.00  
Stefanac, Mike
TitleDirectorDirector   
Name of key/compensated personMike StefanacMike Stefanac   
Position of compensated person
Current individual trustee or directorTrueTrue   
Average hours per week working for org4.004.00   
Reportable compensation from org$0.00$0.00   
Other comp, non-reportable, from org and related orgs$0.00$0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00   
Average hours per week working for related orgs0.000.00   
Stephan, Michelle
TitleDirectorDirectorDirector  
Name of key/compensated personMichelle StephanMichelle StephanMichelle Stephan  
Position of compensated person
Current individual trustee or directorTrueTrueTrue  
Average hours per week working for org4.004.004.00  
Reportable compensation from org$0.00$0.00$0.00  
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00  
Average hours per week working for related orgs0.000.000.00  
Toomb, J
Title  DirectorDirectorDirector
Name of key/compensated person  J Kevine Toomb PhDJ Kevine Toomb PhDJ Kevine Toomb PhD
Position of compensated person
Current individual trustee or director  TrueTrueTrue
Average hours per week working for org  4.004.004.00
Reportable compensation from org  $0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs  $0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00$0.00$0.00
Average hours per week working for related orgs  0.00  
Wilhelm, Robert
Title   DirectorDirector
Name of key/compensated person   Robert G Wilhelm PhDRobert G Wilhelm
Position of compensated person
Current individual trustee or director   TrueTrue
Average hours per week working for org   4.004.00
Reportable compensation from org   $0.00$0.00
Other comp, non-reportable, from org and related orgs   $0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs    $0.00$0.00
Purpose: mission, activities, & accomplishments
Mission or significant activitiesCountryside Montessori School is dedicated to providing education for children consistent with the Montessori philosophy. It is our goal to endow our students with the desire and ability to learn and the self-understanding and social awareness necessary for healthy, productive lifetimes. It is our aim to instill respect and responsibility for ourselves, the world of mankind, and the natural environment.Countryside Montessori School is dedicated to providing education for children consistent with the Montessori philosophy. It is our goal to endow our students with the desire and ability to learn and the self-understanding and social awareness necessary for healthy, productive lifetimes. It is our aim to instill respect and responsibility for ourselves, the world of mankind, and the natural environment.Countryside Montessori School is dedicated to providing education for children consistent with the Montessori philosophy. It is our goal to endow our students with the desire and ability to learn and the self-understanding and social awareness necessary for healthy, productive lifetimes. It is our aim to instill respect and responsibility for ourselves, the world of mankind, and the natural environment.Countryside Montessori School is dedicated to providing education for children consistent with the Montessori philosophy. It is our goal to endow our students with the desire and ability to learn and the self-understanding and social awareness necessary for healthy, productive lifetimes. It is our aim to instill respect and responsibility for ourselves, the world of mankind, and the natural environment.Countryside Montessori School is dedicated to providing education for children consistent with the Montessori philosophy. It is our goal to endow our students with the desire and ability to learn and the self-understanding and social awareness necessary for healthy, productive lifetimes. It is our aim to instill respect and responsibility for ourselves, the world of mankind, and the natural environment.
Program service expenses, total$3,279,392.00$4,046,526.00$4,240,446.00$3,865,777.00$3,762,254.00
Programs, including revenue & expenses
Countryside Montessori School provides approximately 400 students in the Mecklenburg County, NC area with an education consistent with the Montessori philosophy
Program expenses$3,279,392.00$4,046,526.00$4,240,446.00$3,865,777.00$3,762,254.00
Program revenue $3,751,119.00$4,227,519.00$4,166,412.00$4,156,746.00
Program descriptionCountryside Montessori School provides approximately 400 students in the Mecklenburg County, NC area with an education consistent with the Montessori philosophyCountryside Montessori School provides approximately 400 students in the Mecklenburg County, NC area with an education consistent with the Montessori philosophyCountryside Montessori School provides approximately 400 students in the Mecklenburg County, NC area with an education consistent with the Montessori philosophyCountryside Montessori School provides approximately 400 students in the Mecklenburg County, NC area with an education consistent with the Montessori philosophyCountryside Montessori School provides approximately 400 students in the Mecklenburg County, NC area with an education consistent with the Montessori philosophy
Financial data
Revenue
Total revenue$636,024.00$3,895,687.00$4,510,740.00$4,457,615.00$4,411,908.00
Revenue from contributions (total)$72,034.00$83,026.00$184,850.00$128,213.00$168,091.00
Investment income, current yr-$2,660,148.00$9,718.00$28,494.00$27,592.00$27,094.00
Total revenue from grants, etc., current yr$72,034.00$83,026.00$184,850.00$128,213.00$168,091.00
Total unrelated business revenue$0.00$0.00$0.00$0.00$0.00
Other revenue, current yr$33,615.00$51,824.00$69,877.00$135,398.00$59,977.00
Program service revenue (total)$3,190,523.00$3,751,119.00$4,227,519.00$4,166,412.00$4,156,746.00
Gross receipts$3,296,530.00$3,895,687.00$4,510,740.00$4,457,615.00$4,411,908.00
Sources of contributions
Revenue from all other contributions$72,034.00$83,026.00$184,850.00$128,213.00$168,091.00
Other types of revenue
Royalties (total)$0.00$0.00$0.00$0.00$0.00
Miscellaneous revenue (total)$15,838.00$0.00$0.00$0.00$0.00
Net revenue from gaming (total)$0.00$0.00$0.00$0.00$0.00
Income from dividends, interest, and similar investments$358.00$9,718.00$28,494.00$27,592.00$27,094.00
Net rental income$0.00$0.00$0.00$0.00$0.00
Net income from fundraising events$17,777.00$51,824.00$69,877.00$135,398.00$59,977.00
Net inventory sales (total)$0.00$0.00$0.00$0.00$0.00
Expense categories (totals)
Total functional expenses: sum of all$3,635,130.00$4,469,505.00$4,650,775.00$4,223,325.00$4,110,902.00
Total functional expenses: program service $3,279,392.00$4,046,526.00$4,240,446.00$3,865,777.00$3,762,254.00
Total functional expenses: management and general$299,178.00$354,990.00$331,278.00$286,637.00$278,575.00
Total functional expenses: fundraising$56,560.00$67,989.00$79,051.00$70,911.00$70,073.00
Fees for services
Lobbying fees (total)$0.00$0.00$0.00$0.00$0.00
Legal fees (total)$0.00$0.00$0.00$0.00$0.00
Fundraising service fees (total)$0.00$0.00$0.00$0.00$0.00
General management fees (total)$0.00$0.00$0.00$0.00$0.00
Investment management fees (total)$0.00$0.00$0.00$0.00$0.00
Assets and liabilities
Total assets$3,458,601.00$9,095,491.00$9,902,222.00$10,268,442.00$10,245,551.00
Total assets, beginning of year$9,095,491.00$9,902,222.00$10,268,442.00$10,245,551.00$10,141,132.00
Total liabilities$4,796,914.00$7,443,238.00$7,702,255.00$8,025,458.00$8,367,325.00
Total liabilities, beginning of year$7,443,238.00$7,702,255.00$8,025,458.00$8,367,325.00$8,651,164.00
Pledges & accounts receivable, net$0.00$0.00$0.00$0.00$0.00
Loans & receivables from key persons$0.00$0.00$0.00$0.00$0.00
Unrestricted net assets, end of yr-$1,361,078.00$1,652,253.00$2,199,967.00$2,242,984.00$1,877,799.00
Temporarily restricted net assets$22,765.00   $427.00
Net assets-$1,338,313.00$1,652,253.00$2,199,967.00$2,242,984.00$1,878,226.00
Net assets, beginning of year$1,652,253.00$2,199,967.00$2,242,984.00$1,878,226.00$1,489,968.00
Other liabilities $19,538.00$73,555.00$201,758.00$358,625.00
Bond liabilities $6,735,000.00$6,940,000.00$7,135,000.00$7,320,000.00
Intangible assets$0.00$0.00$0.00$0.00$0.00
Other assets$0.00$173,911.00$183,064.00$192,217.00$223,271.00
Investments: other securities$0.00$0.00$44,717.00$37,544.00$36,776.00
Investments: publicly traded securities$0.00$2,997.00$351,389.00$515,766.00$426,245.00
Cash: non-interest bearing$362,076.00$374,575.00$466,759.00$455,459.00$389,054.00
Cash: non-interest bearing, beginning of year$374,575.00$466,759.00$455,459.00$389,054.00$210,055.00
Investments -- program-related$0.00$0.00$0.00$0.00$0.00
Loans and other payables to key persons$688,700.00$688,700.00$688,700.00$688,700.00$688,700.00
Inventories for sale or use$0.00$0.00$0.00$0.00$0.00
Other financial variables
Revenue less expenses-$2,999,106.00-$573,818.00-$140,035.00$234,290.00$301,006.00
Advertising (total)$22,532.00$41,834.00$67,479.00$75,781.00$64,013.00
Savings & temp cash investment$40,863.00$78,837.00$78,718.00$69,540.00$60,320.00
Accounts receivable, net$6,937.00$3,158.00$10,455.00$4,567.00$3,615.00
Prepaid expenses & deferred charges$0.00$0.00$0.00$0.00$0.00
Secured mortgages and notes payable$4,108,214.00    
Total net assets or fund balances-$1,338,313.00$1,652,253.00$2,199,967.00$2,242,984.00$1,878,226.00
Depreciation, depletion, amortization$277,922.00$328,433.00$332,199.00$322,733.00$316,411.00
Payment to affiliates$0.00$0.00$0.00$0.00$0.00
Governance and accountability
Number of voting members1616161313
Number of independent voting members1414141011
Financial sheets auditedTrueTrueTrueTrueTrue
Relationships among key personnelTrueTrueTrueTrueTrue
Cash accountingTrueTrueTrueTrueTrue
Tax year start date2014-07-012013-07-012012-07-012011-07-012010-07-01
Tax year end date2015-06-012014-06-012013-06-012012-06-012011-06-01
Indicators for schedules (selected)
Outstanding loan to key person or disqualified personTrueTrueTrueTrueTrue
Metadata about the filing
E-return type: 990, 990EZ, or 990PF990990990990990
Date e-filing submitted2016-08-052015-07-132014-03-142013-03-202011-11-04
IRS schema version2014v6.02013v4.02012v2.02011v1.52010v3.2
Filing identifier201611379349306996201501349349300225201400289349300970201320449349300997201102719349300600
Use these data in your project Benchmark this organization against its peers