PROVIDENCE MONTESSORI SCHOOL INC
1209 TEXACO RD
LEXINGTON KY 40508-2026
Contact Information
Nonprofit PROVIDENCE MONTESSORI SCHOOL INC
Address 1209 TEXACO RD
LEXINGTON , KY 40508 2026
Phone (859) 255-7330
Fax 859 253-0886
Contact Name Joellen Kuhn
At A Glance
IRS Ruling Year 1982
Other ways to donate, support, or volunteer Providence Montessori School accepts financial donations via check, phone donations, Paypal, and in kind. Volunteer opportunities are primarily directed to families within the Providence community as specified on the school website, but we welcome any inquiries from the general population.
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Financial Summary
Revenue vs Expenses - All Years
Expense Breakdown - Recent Year
Statements
Mission Statement

Mission Statement
We are Providence Montessori School, an authentic Montessori school accredited by the American Montessori Society.

Our mission is to ...
          Provide a quality environment, holistic in its approach, which unleashes in our children their natural curiosity, their intrinsic desire for life long learning, and their innate ability to be citizens who better our world.

Vision Statement

Our vision is for all children to reach their full potential as collaborative and independent learners, by providing a Montessori education that nurtures their spirits, as they become engaged citizens of the world. 
Background Statement

In 1965, a group of parents established the Lexington Montessori Society. Their goal to promote the Montessori method of education in this region of the country was fulfilled in a very short time. With the help of the group of parents, Sr. Marcia Jehn, a member of the Sisters of Divine Providence from northern Kentucky, started a class at St. Peter Claver School. The following year, Sr. Mary Cletus arrived to begin a second class. The school flourished and very quickly reached capacity of 100 children. Materials were purchased, the building and grounds were beautified and a parent advisory board supported the efforts of Sr. Marcia and Sr. Cletus in creating a remarkable school.

As time passed there was growing interest to expand the school to include an elementary program. During the school year of 1982-83, St. Peter Claver Church determined that they wanted to use the school building for other programs. In the spring of 1983 the parent board worked with Sr. Marcia and Sr. Cletus to begin plans for a new school. The Sisters of Divine Providence rose to support the school by backing a loan and selling a piece of the property on Texaco Road on easy terms. With the generous help and support of parents, two more extensions of property were purchased, the Sisters backed three more loans, and the school qualified for municipal bonds. Over the years, parents continued to support expansions of the school. In addition to building a residence with a three-vehicle garage and storage loft, Providence completed its fourth addition to the building including a library, life lab, an upper elementary wing and another 6-9 class.

The new school was named Providence Montessori, in honor of the Sisters of Divine Providence, who were the school's supporters and benefactors. The dictionary definition of providence proves it to be a very fitting name:

Providence: 
1. Care or preparation in advance: foresight.
2. Prudent management; economy.
3. Guardianship, direction, watching over

Providence is proud of its history of dedicated parents, staff and benefactors. Every year brings a new group of parents and staff who carry on this tradition of excellence for the children.

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Impact Statement
Providence Montessori School's top accomplishments from the last year are:
 
Campus expansion via purchased properties
Renovation of administrative space
Re-accreditation
Establishment of endowment fund
Expansion of Scholarship fund
 
Looking forward, near term goals include:
Continued expansion of the Scholarship Fund and Endowment fund
Active engagement of alumni
Community outreach/engagement
Revise the master plan 
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Needs Statement
Providence Montessori's most pressing needs:
1. To build an endowment fund to a level large enough to lessen the need for tuition dependence.
2. Continued expansion of the scholarship fund, to allow more families to benefit from financial aid as needed.
3. Providence established a Montessori Middle School for Central Kentucky, starting 2014-2015 academic year. The needs in establishing a new program are extensive.
4. Continued campus expansion: As Providence continues to grow with the needs of the community, expansion of the physical grounds continued with land acquisition as comes available. 
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Board Chair Statement
Providence Montessori was founded in 1965.  Last year we celebrated our 50th anniversary.  The dynamic growth of our school makes it almost feel as if we've just started.  Property acquisitions, establishment of an endowment, expansion of our toddler campus, the start of our Middle School, and a growing collaboration with the Montessori High School of KY has us on the verge of establishing a fully integrated Montessori education, from 18 months to 18 years, in the Bluegrass region.  It's an understatement to say we're excited about what lies ahead.  It would also be an understatement to not expect that great financial support will be necessary to see the plans thru to fruition.  Thank you for supporting our efforts thru your contributions to the GoodGiving effort.   
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Service Categories
Secondary Organization Category Education / Preschools
Tertiary Organization Category Education / Primary & Elementary Schools
Geographic Areas Served
Areas
Kentucky
Providence Montessori School serves families throughout the Central Kentucky area, including Fayette, Scott, Woodford, Bourbon, Madison, Clark, and Jessamine counties.
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Impact Questions
GoalsHelpWhat is the organization aiming to accomplish? This is the organization's ultimate goal for intended impact.

Providence Montessori School operates with an evolving Strategic Plan. Currently in its third incarnation, the current strategic plan covers the years of 2016-2021. Current strategic plan goals are:

1.  Stability ~ To provide a stable learning and working environment to ensure the long-term success of Providence Montessori.
2.  Curriculum ~ To educate the whole child by providing a Montessori pathway to life-long learning.
3.  Parent Education and Engagement ~ To provide a comprehensive education program that gives current and prospective parents a clear understanding of the advantages of Montessori education.
4.  Community Outreach and Engagement ~ To implement a community outreach platform that will communicate the quality of a Providence Montessori education and our commitment as a leader in the entire Montessori community.
5.  Physical Campus ~ To provide a prepared physical environment tthat meets the needs of students and staff and ensures that all components of a quality-learning environment are represented.
 
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StrategiesHelpWhat are the organization's strategies for its stated long-term goals?
Strategy by goals listed previously:
1. Stability
   A. Actively engage alumni.
   B. Cultivate future parent leaders to ensure the continuity of goals.
   C. Address staff training and succession.
   D. Create financial flexibility so that ideal class sizes and our physical campus can be maintained.
   E. Develop a strategic enrollment plan.
   F. Have a preparedness plan to address any event that might damage our reputation.
2. Curriculum
   A. Maintain commitment to Montessori curriculum.
   B. Develop curriculum offerings as measured by Montessori philosophy.
3. Parent Education and Engagement
   A. Increase parent attendance at meetings.
   B. Educate parents about Montessori philosophy.
   C.  Ignite a culture of understanding related to transition and stages of children's development.
   D. Assess and enhance communication strategies.
4. Community Outreach and Engagement
   A. Targeted, effective communications to inform and engage the community.
   B. Create strategic relationships outside of Providence for the mutual benefit of the school and community.
5. Physical Campus
   A. Revise and utilize a master plan for both middle and lower school campuses. 
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CapabilitiesHelpWhat are the organization’s capabilities for doing this? What resources, capacities, and connections support its progress towards long-term goals? Providence Montessori School functions with an active and engaged parent body, complimenting the staff and school leadership. The Bylaws have specific standing committees detailed, with a format for created-as-needed ad hoc committees. In the 50 years of the school’s existence, the staff, parent body, Board and administrative staff have always risen as the occasion necessitates to move forward the goals of the school. The evolution of the school from a classroom of 3 years olds in the St Peter Claver Church, to the ever expanding campus currently serving 274 children aged 1 ½ years to 12 years, to the exciting, brand new addition of the Providence Middle School on the grounds of the Florence Crittenton home, resources, connections and capabilities come together to help Providence thrive and grow.
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IndicatorsHelpHow will the organization know if it is making progress? What are the key qualitative and quantitative indicators against which the organization assesses its progress toward its intended impact?

By the nature of being a school, Providence Montessori is involved in continual self-assessment. Interactive discussion between teaching staff and administrative staff guides curriculum goal setting and achievement. The process of evaluation, by the Head of School in the classrooms, and the Board of Directors in its governance of the School, allows a broad and deep view of goal progress. The process of updating and creating a strategic plan every five years also requires scrutiny and transparency. The goal areas of Stability, Parent Education and Engagement, and Community Outreach and Engagement, and Physical Campus – all have associated Board Committees attached to them. In some cases, there is committee overlap: for example, Parent and Community Outreach, Finance, and Marketing work together. The interactive and cooperative nature of a Montessori philosophy guided organization involves continual observation and appraisal. 

ProgressHelpWhat has and hasn’t been accomplished so far?

The goal of Physical Campus Development is on-going.  Providence Montessori, basically land locked at 1209 Texaco Rd, has a student body of three toddler classes, and nine classrooms of 3-12 year olds. The middle school campus for 7th and 8th grades is located at 519 W 4th St. The two campuses combined house 6 buildings on 7 acres of land. It is safe to say, in this example, that the near-term objectives have propelled the long term goals far beyond anyone’s imagining. 

Board Chair
Board Chair Rob Brown
Company Affiliation volunteer
Term July 2013 to June 2016
Board Members
NameAffiliationStatus
Mrs. Laura Beiting Elementary Parent
Mr. Rob Brown President, Elementary ParentVoting
Mrs. Julie Cerel Elementary Parent
Mrs. Rachelle Dodson Toddler ParentVoting
Mr. Dan Elkinson Elementary ParentVoting
Mrs. Sarah Katzenmaier Community VolunteerVoting
Mr. Kristian Klaene Upper & Primary ParentVoting
Mr. James Kolasa Middle School ParentVoting
Mr. Prakash Maggan Elementary and Middle ParentVoting
Mr. Larry Pemble Elementary ParentVoting
Mrs. Barbara Phillips Community VolunteerVoting
Mrs. Betty Snider Staff MemberVoting
Mrs. Joan Young Staff MemberVoting
Board Demographics - Ethnicity
African American/Black 1
Asian American/Pacific Islander 0
Caucasian 11
Hispanic/Latino 0
Native American/American Indian 0
Other 0 0
Board Demographics - Gender
Male 7
Female 6
Unspecified 0
Governance
Board Term Lengths 3
Board Term Limits 2
Board Meeting Attendance % 84%
Written Board Selection Criteria? Yes
Written Conflict of Interest Policy? No
Percentage Making Monetary Contributions 100%
Percentage Making In-Kind Contributions 100%
Constituency Includes Client Representation Yes
Number of Full Board Meetings Annually 10
Board Co-Chair
Board CoChair Prakash Maggan
Company Affiliation volunteer
Term July 2016 to June 2019
Standing Committees
Building
Finance
Human Resources / Personnel
Education
Marketing
Development / Fund Development / Fund Raising / Grant Writing / Major Gifts
Scholarship
CEO/Executive Director
Executive Director Carol Hiler
Term Start July 2009
Email carol.hiler@gmail.com
Experience
2009-present  - Head of School, Providence
2006-2009 - Coordinator of Gifted/Magnet Programs, Fayette Co. Public Schools
2005-2006 - Teacher of Gifted Ed, Fayette Co. Public Schools
2003-2005 - Teacher of Kindergarten, Fayette Co. Public Schools
1998-2003 - Principal, Glendover Global Studies School, Fayette County Public Schools
1997-1998 - Interim Principal, Booker T. Washington, Montessori Magnet School, Fayette Co.
1996-1997 - Coordinator of At Risk Programs, Fayette Co.
1991-1996 - Coordinator of Early Start Preschool Program, Fayette Co.
1981- 1991 - Teacher, Fayette Co, Frankfort Independent, Boyd Co. Public ( various grade levels)
Staff
Full Time Staff 38
Part Time Staff 19
Volunteers 100
Contractors 51
Retention Rate 92%
Management Reports to Board? Yes
Staff Demographics - Ethnicity
African American/Black 1
Asian American/Pacific Islander 0
Caucasian 54
Hispanic/Latino 2
Native American/American Indian 0
Other 0
Staff Demographics - Gender
Male 3
Female 54
Unspecified 0
Former CEOs
NameTerm
Sr Marcia Jehn Aug 1965 - June
Kathy Regan June 1999 - June
Formal Evaluations
CEO Formal Evaluation Yes
CEO/Executive Formal Evaluation Frequency Annually
Senior Management Formal Evaluation Yes
Senior Management Formal Evaluation Frequency Annually
NonManagement Formal Evaluation Yes
Non Management Formal Evaluation Frequency Annually
Description Providence Montessori provides a Montessori Toddler program for children 18 to 36 month year old.With a low teacher to child ratio, out Montessori certified teachers and assistants observe and work with the children, providing guidance as the toddlers develop self-help skills. Space is provided for movement and large motor activities as well as a quieter area for manipulatives, language activities and concentrated work. Outdoor time is spent in the toddler playground and surrounding gardens.
Category
Population Served , ,
Description Providence offers three primary classrooms serving children beginning at age three and continuing through the kindergarten year. The classrooms all have three year age spans to allow children to both learn from and teach other children. There are typically 25 children in each classroom and three teachers. The materials and curriculum promote practical life experiences, sensory-motor experiences, as well as activities in language, mathematics, science and geography. 
Category
Population Served , ,
Description At Providence, children age six-nine are enrolled in one of three classrooms. Children age nine-twelve are enrolled in three classrooms. The Montessori curriculum is organized as a program of integrated studies rather than the traditional model in which the curriculum is compartmentalized into separate subjects and topics considered only once at a given grade level. While ideas and concepts are introduced simply and concretely in the lower levels, they are expanded at increasing degrees of abstraction and complexity in the upper grades.
Category
Population Served , ,
Description
In August 2014, Providence opened its Erdkinder Level Montessori education for children age 12-15. Occupying the grounds of the historic Florence Crittenton Home on Fourth Street, the middle school curriculum focuses on the implementation of human interdependency with the natural world. Adolescents begin to merge the history of the universe, the cultures of man and governments with skills currently acquired through academic pursuits and work on the land.
Category
Population Served , ,
Program Comments
CEO Comments The challenges facing our organization aren't unique to Providence, other private educational institutions, nor most non-profits.  Every organization faces strategic and financial risks.  A slighter deeper dive could put them into the broad buckets of the availability of time, talent, energy, and financial resources from those with vested interests in order to complete the mission of the organization.  Seizing the opportunities in front of them are where every organization has the ability to differentiate themselves.  At Providence, the opportunity to complete our vision for Montessori education, from 18 months to 18 years, is immediately in front of us.
Plans & Policies
Organization has a Fundraising Plan? Yes
Organization has a Strategic Plan? Yes
Years Strategic Plan Considers 5
Date Strategic Plan Adopted May 2016
Management Succession Plan? Under Development
Organization Policy and Procedures Yes
Nondiscrimination Policy Yes
Whistleblower Policy No
Document Destruction Policy Yes
Financials
Revenue vs Expenses - All Years
Expense Breakdown - Recent Year
Fiscal Year
Fiscal Year Start July 01, 2016
Fiscal Year End June 30, 2017
Projected Revenue $2,888,416.00
Projected Expenses $2,909,459.00
Endowment Value $59,922.00
Spending Policy N/A
Detailed Financials
Revenue and ExpensesHelpFinancial data for prior years is entered by foundation staff based on the documents submitted by nonprofit organizations.Foundation staff members enter this information to assure consistency in the presentation of financial data across all organizations.
Fiscal Year201520142013
Total Revenue$3,128,287$2,872,217$2,272,562
Total Expenses$3,155,017$2,457,038$2,240,597
Revenue Less Expenses($26,730)$415,179$31,965
Revenue SourcesHelpThe financial analysis involves a comparison of the IRS Form 990 and the audit report (when available). Revenue from foundations and corporations may be included in individual contributions when not itemized separately.
Fiscal Year201520142013
Foundation and
Corporation Contributions
------
Government Contributions$0$0$0
Federal------
State------
Local------
Unspecified----$0
Individual Contributions$121,591$520,565$9,493
----$0
$2,920,219$2,259,026$2,135,234
Investment Income, Net of Losses$6,188$5,543$5,127
Membership Dues----$0
Special Events$60,536$74,148$79,785
Revenue In-Kind----$2,572
Other$19,753$12,935$42,923
Expense Allocation
Fiscal Year201520142013
Program Expense$2,367,527$1,838,085$1,680,861
Administration Expense$887,490$618,953$559,736
Fundraising Expense----$0
Payments to Affiliates------
Total Revenue/Total Expenses0.991.171.01
Program Expense/Total Expenses75%75%75%
Fundraising Expense/Contributed Revenue0%0%0%
Assets and Liabilities
Fiscal Year201520142013
Total Assets$3,814,798$3,886,927$2,933,040
Current Assets$205,980$340,871$430,050
Long-Term Liabilities$1,582,249$1,299,415$1,016,371
Current Liabilities$545,208$625,804$396,672
Total Net Assets$1,554,944$1,961,708$1,519,997
Form 990s
2015 Form 990
2014 Form 990
2013 Form 990
2012 990
2011 990
2010 990
2009 Form 990
2008 Form 990
Capital Campaign
Currently in a Capital Campaign? No
Capital Campaign Anticipated in Next 5 Years? Yes
State Registration Yes
Comments
CEO Comments
We have expanded our programming to include 7th and 8th grade curriculum in a new location.  This allowed us to provide Montessori education for students 18 months through 14 years of age. This expansion has necessitated staffing increases.
Address 1209 TEXACO RD
LEXINGTON , KY 405082026
Primary Phone 859 255-7330
Contact Email joellen.kuhn@gmail.com
CEO/Executive Director Carol Hiler
Board Chair Rob Brown
Board Chair Company Affiliation volunteer