MONTESSORI HIGH SCHOOL INC
620 S BROADWAY
LEXINGTON KY 40508-3140
Contact Information
Nonprofit MONTESSORI HIGH SCHOOL INC
Address 620 S BROADWAY
LEXINGTON , KY 40508 3140
Phone (859) 455-8064
Fax 859 455-7491
Contact Name Jennifer Pederson
At A Glance
IRS Ruling Year 2012
Other ways to donate, support, or volunteer The Montessori High School accepts monetary donations, in-kind donations and donations of supplies, furniture and fixtures, computers and other equipment.  Family involvement and volunteer support is very important to the success of the Montessori High School.  Volunteer teaching positions have provided students with opportunities outside of the regular curriculum.
Financial Summary
 
 
Statements
Mission Statement To inspire a love of learning in an environment that nurtures independence, self-respect, and responsibility.
To provide a Montessori approach to the high school educational curriculum and to prepare students for success in college and the professional world.
To create an environment that enables mastery of subjects and replaces passive learning with interaction, collaboration, seminar work, research, and real-life projects.
Background Statement The idea for The Montessori High School was developed over a chili dinner in 2009 by a group of parents who wanted their children’s Montessori education to continue past middle school. Maria Montessori’s philosophies are guided by holistic, individualized education, critical thinking, and a love of learning with an emphasis on creating responsible global citizens. While Lexington has several Montessori elementary schools and a middle school, Lexington was without a high school that emphasizes Montessori philosophy.
 Throughout 2009 and into 2010, parents and students visited Montessori high schools in Cincinnati and Cleveland. After the formation of a conglomerate of parents, students, educators, University of Kentucky administrators, and Montessori professionals, the school was launched in August 2011, in working partnership with the University Of Kentucky College Of Education P20 Innovation Lab.
 In 2013, The Montessori High School graduated its first student. The school offers a curriculum that meets national and state standards while allowing room for individualized learning and educational exploration. The Montessori High School has vibrant academic and extra-curricular offerings and a committed and diverse student body and staff. In keeping with Montessori philosophy, the school offers several overnight trips each year, to build community and to experience hands-on environmental learning. Students are required to perform community service work and they volunteer with several non-profit groups throughout the bluegrass. Classes are small and our students come from public, private, and home-school settings. With adequate full-time and part-time faculty and administrators, the school is able to give each student the individual attention they need. Our school is one of only a handful of Montessori high schools nationwide. We are a pioneering effort representing the core values of peace, community, learning, and kindness. We are proud to be a part of Lexington’s rich and exemplary education community.
Impact Statement

In January 2016, MHS received accreditation through the Southern Association of Colleges and Schools. Two teachers will begin Montessori training in the summer of 2016 and the entire staff will participate in a Project Based Learning Workshop in June. Standardized student test scores were well above the Kentucky and National levels. MHS graduates were accepted to well known colleges with scholarships.

Needs Statement Among development goals for the school are increased enrollment, securing a long-term location allowing for planned growth, and continuing to expose all teaching staff to Montessori training with CMStep. An immediate goal involves completing the final steps to obtain Accreditation through AdvancED.
Geographic Areas Served
Areas
Kentucky
The Montessori High School serves families seeking quality high school education in a nurturing environment located in Central Kentucky, including but not limited to, the counties of Fayette, Woodford, Madison, Clark, Scott, and Bourbon.
Impact Questions
GoalsHelpWhat is the organization aiming to accomplish? This is the organization's ultimate goal for intended impact.

1. Provide all students with access to an academically challenging and enriching program of studies adhering to Montessori principles.

 2. Provide a work culture and compensation that will help to recruit, develop, support and retain exceptional faculty and staff members.

 3. Develop and strengthen financial plan to reflect and serve the mission of the school and provide for long-term stability.

 4. Develop and maintain long term relationships with community stakeholders, including students, teachers, administrators, alumni, parents of students and alumni, extended families of students and alumni, lower Montessori schools, education departments at institutions of higher learning, and the community at large.

 5. Develop physical space and facilities to support student success.

Board Chair
Board Chair Charlie Myers
Company Affiliation Governors Scholars Program
Board Members
NameAffiliationStatus
Jeff Castro Montessori High SchoolVoting
Amy Maupin Transylvania UniversityVoting
Mary Ann Miranda The Honorable Joseph M. HoodVoting
Charlie Myers RetiredVoting
Jennifer Pederson ParentVoting
Rodney Pederson Lease ZoneVoting
Bobbi Silver Central KY YMCAVoting
Amy Sither Providence Montessori SchoolVoting
Chris Zachritz Providence Montessori SchoolVoting
Board Demographics - Ethnicity
African American/Black 0
Asian American/Pacific Islander 0
Caucasian 9
Hispanic/Latino 0
Native American/American Indian 0
Other 0 0
Board Demographics - Gender
Male 3
Female 6
Unspecified 0
Governance
Board Term Lengths 3
Board Term Limits 0
Board Meeting Attendance % 84%
Written Board Selection Criteria? Yes
Written Conflict of Interest Policy? Yes
Percentage Making Monetary Contributions 88%
Percentage Making In-Kind Contributions 88%
Constituency Includes Client Representation Yes
Number of Full Board Meetings Annually 10
Standing Committees
Staff Development
Student Affairs
Executive
Strategic Planning / Strategic Direction
Development / Fund Development / Fund Raising / Grant Writing / Major Gifts
CEO/Executive Director
Executive Director Jennifer Pederson
Term Start July 2013
Email jpederson@montessorihigh.org
Staff
Full Time Staff 4
Part Time Staff 3
Volunteers 1
Contractors 0
Retention Rate 100%
Management Reports to Board? Yes
Staff Demographics - Ethnicity
African American/Black 0
Asian American/Pacific Islander 0
Caucasian 6
Hispanic/Latino 0
Native American/American Indian 0
Other 1 Middle Eastern
Staff Demographics - Gender
Male 3
Female 4
Unspecified 0
Description Montessori High School provides a challenging education for grades 9-12 with a Montessori based curriculum.  Currently serving 25 students, the enrollment goal for the next 3 years is 50-60 students. 
Category
Population Served , ,
Plans & Policies
Organization has a Fundraising Plan? No
Organization has a Strategic Plan? Yes
Management Succession Plan? No
Organization Policy and Procedures Yes
Nondiscrimination Policy Yes
Whistleblower Policy No
Document Destruction Policy Yes
Affiliations
AffiliationYear
Southern Association of Colleges and Schools (SACS)2016
Fiscal Year
Fiscal Year Start June 01, 2016
Fiscal Year End May 31, 2017
Projected Revenue $298,610.00
Projected Expenses $298,279.00
Endowment Value $8,800.00
Spending Policy Income Only
Detailed Financials
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 Year201620152014
Foundation and
Corporation Contributions
------
Government Contributions$0$0$0
Federal------
State------
Local------
Unspecified------
Individual Contributions$17,988$3,987$7,750
------
$234,282$231,453$259,016
Investment Income, Net of Losses------
Membership Dues------
Special Events$10,501$8,810$6,938
Revenue In-Kind------
Other--$606--
Expense Allocation
Fiscal Year201620152014
Program Expense$261,396$256,175$247,542
Administration Expense------
Fundraising Expense------
Payments to Affiliates------
Total Revenue/Total Expenses1.010.991.11
Program Expense/Total Expenses100%100%100%
Fundraising Expense/Contributed Revenue0%0%0%
Assets and Liabilities
Fiscal Year201620152014
Total Assets$26,135$24,760$26,079
Current Assets$26,135$24,760$26,079
Long-Term Liabilities------
Current Liabilities------
Total Net Assets$26,135$24,760$26,079
Form 990s
2016 Form 990
2015 990
2014 Form 990
2013 Form 990
2012 2012 990
2011 Form 990
Audit Documents
2015 Audit
Capital Campaign
Currently in a Capital Campaign? Anticipated In 3 Years
Campaign Purpose The purpose of a future Capital Campaign will be to provide funds for renovations and equipment purchases for a permanent location for the Montessori High School.
State Registration Yes
Address 620 S BROADWAY
LEXINGTON , KY 405083140
Primary Phone 859 455-8064
CEO/Executive Director Jennifer Pederson
Board Chair Charlie Myers
Board Chair Company Affiliation Governors Scholars Program