TY 2017 Form 990

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)	(E) Reportable compensation from related organizations (W-2/1099-MISC)
(1) MUNIR SHIVJI...................................................................... PRESIDENT	3.00 .................	X	X
(2) SUSAN KAMBRICH...................................................................... TREASURER	3.00 .................	X	X
(3) SANDRA MARIE STEVENSON...................................................................... MEMBER-AT-LARGE	3.00 .................	X	X
(4) SUZANNE BAYER...................................................................... DIRECTOR	3.00 .................	X
(5) DOROTHY PAUL...................................................................... DIRECTOR	3.00 .................	X
(6) MARIE CONTI...................................................................... DIRECTOR	3.00 .................	X
(7) LAURA SAYLOR...................................................................... DIRECTOR	3.00 .................	X
(8) SHARON DAMORE...................................................................... DIRECTOR	3.00 .................	X
(9) ANITA HANKS...................................................................... DIRECTOR	3.00 .................	X
(10) JULIE BRAGDON...................................................................... DIRECTOR	3.00 .................	X
(11) MICHELLE HAMMONS...................................................................... DIRECTOR	3.00 .................	X
(12) MCCRAE HARRISON...................................................................... DIRECTOR	3.00 .................	X
(13) ROBIN BREIMAN...................................................................... DIRECTOR	3.00 .................	X
(14) PAULINE NOVAK...................................................................... DIRECTOR	3.00 .................	X
(15) DALE MOGAJI...................................................................... DIRECTOR	3.00 .................	X
(16) HILARY GREEN...................................................................... DIRECTOR	3.00 .................	X
(17) RENEE DUCHAINEY-FARKES...................................................................... DIRECTOR	3.00 .................	X

- TIN:

SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service

Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow

Attach to Form 990 or Form 990-EZ.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2019

Open to Public
Inspection

Name of the organization

THE AMERICAN MONTESSORI SOCIETY INC

Employer identification number

06-0766308

Part I

Reason for Public Charity Status (All organizations must complete this part.) See instructions.

The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)

A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990 or 990-EZ).)

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:

An organization that normally receives: (1) more than 331/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)

An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box in lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.

Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.

Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.

Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.

Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.

Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.

Enter the number of supported organizations ...............................

Provide the following information about the supported organization(s).

(i) Name of supported organization	(ii) EIN	(iv) Is the organization listed in your governing document?		(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(i) Name of supported organization	(ii) EIN	Yes	No	(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)


Total

For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.

Cat. No. 11285F

Schedule A (Form 990 or 990-EZ) 2019

Page 2

Part II

Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed to qualify under the tests listed below, please complete Part III.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2015	(b) 2016	(c) 2017	(d) 2018	(e) 2019	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..
2	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....
3	The value of services or facilities furnished by a governmental unit to the organization without charge..
4	Total. Add lines 1 through 3
5	The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..
6	Public support. Subtract line 5 from line 4.

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2015	(b) 2016	(c) 2017	(d) 2018	(e) 2019	(f) Total
7	Amounts from line 4..
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...
9	Net income from unrelated business activities, whether or not the business is regularly carried on..
10	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..
11	Total support. Add lines 7 through 10

Gross receipts from related activities, etc. (see instructions) ..................

First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................ right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2019 (line 6, column (f) divided by line 11, column (f)) .........

Public support percentage for 2018 Schedule A, Part II, line 14 ...............

16a

33 1/3% support test—2019. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization ....................... right arrow

33 1/3% support test—2018. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2019. If the organization did not check a box on line 13, 16a, or 16b, and line 14
is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain
in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported
organization ..................................................... right arrow

10%-facts-and-circumstances test—2018. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line
15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here.
Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly
supported organization ................................................ right arrow

Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow

Schedule A (Form 990 or 990-EZ) 2019

Page 3

Part III

Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2015	(b) 2016	(c) 2017	(d) 2018	(e) 2019	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .	2,460,238	2,551,533	2,575,214	2,973,312	3,604,463	14,164,760
2	Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose	1,901,120	2,424,195	2,645,160	2,635,128	2,633,017	12,238,620
3	Gross receipts from activities that are not an unrelated trade or business under section 513 .....
4	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5	The value of services or facilities furnished by a governmental unit to the organization without charge
6	Total. Add lines 1 through 5	4,361,358	4,975,728	5,220,374	5,608,440	6,237,480	26,403,380
7a	Amounts included on lines 1, 2, and 3 received from disqualified persons	27,829	15,831	36,646	36,888	27,008	144,202
b	Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.						0
c	Add lines 7a and 7b..	27,829	15,831	36,646	36,888	27,008	144,202
8	Public support. (Subtract line 7c from line 6.)						26,259,178

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2015	(b) 2016	(c) 2017	(d) 2018	(e) 2019	(f) Total
9	Amounts from line 6...	4,361,358	4,975,728	5,220,374	5,608,440	6,237,480	26,403,380
10a	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..	116,651	162,777	143,241	178,600	181,951	783,220
b	Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.	7,856	21,533	47,442	70,542	64,831	212,204
c	Add lines 10a and 10b.	124,507	184,310	190,683	249,142	246,782	995,424
11	Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.
12	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..	13,979	12,181	9,701	11,957	28,275	76,093
13	Total support. (Add lines 9, 10c, 11, and 12.)..	4,499,844	5,172,219	5,420,758	5,869,539	6,512,537	27,474,897

First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization,
check this box and stop here............................................. right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2019 (line 8, column (f) divided by line 13, column (f)) .........

95.580 %

Public support percentage from 2018 Schedule A, Part III, line 15 ...............

95.880 %

Section D. Computation of Investment Income Percentage

Investment income percentage for 2019 (line 10c, column (f) divided by line 13, column (f)) ......

3.620 %

Investment income percentage from 2018 Schedule A, Part III, line 17 .............

3.700 %

19a

331/3% support tests—2019. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow

33 1/3% support tests—2018. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization .... right arrow

Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow

Schedule A (Form 990 or 990-EZ) 2019

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 12 of Part I. If you checked 12a of Part I, complete Sections A and B. If you checked 12b of Part I, complete Sections A and C. If you checked 12c of Part I, complete Sections A, D, and E. If you checked 12d of Part I, complete Sections A and D, and complete Part V.)

Section A. All Supporting Organizations

Yes

Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.

Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.

Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.

Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.

Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 12a or 12b in Part I, answer (b) and (c) below.

Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.

Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.

Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).

Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?

Substitutions only. Was the substitution the result of an event beyond the organization's control?

Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.

Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .

Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ).

Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.

Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.

Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.

10a

Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.

10a

Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).

10b

Schedule A (Form 990 or 990-EZ) 2019

Page 5

Part IV

Supporting Organizations (continued)

Yes

Has the organization accepted a gift or contribution from any of the following persons?

A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?

11a

A family member of a person described in (a) above?

11b

A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.

11c

Section B. Type I Supporting Organizations

Yes

Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.

Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.

Section C. Type II Supporting Organizations

Yes

Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).

Section D. All Type III Supporting Organizations

Yes

Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?

Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).

By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.

Section E. Type III Functionally-Integrated Supporting Organizations

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):

The organization satisfied the Activities Test. Complete line 2 below.

The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions)

Activities Test. Answer (a) and (b) below.

Yes

Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.

Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.

Parent of Supported Organizations. Answer (a) and (b) below.

Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.

Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.

Schedule A (Form 990 or 990-EZ) 2019

Page 6

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.

	Section A - Adjusted Net Income		(A) Prior Year	(B) Current Year (optional)
1	Net short-term capital gain	1
2	Recoveries of prior-year distributions	2
3	Other gross income (see instructions)	3
4	Add lines 1 through 3	4
5	Depreciation and depletion	5
6	Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions)	6
7	Other expenses (see instructions)	7
8	Adjusted Net Income (subtract lines 5, 6 and 7 from line 4)	8

	Section B - Minimum Asset Amount		(A) Prior Year	(B) Current Year (optional)
1	Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year):	1
a	Average monthly value of securities	1a
b	Average monthly cash balances	1b
c	Fair market value of other non-exempt-use assets	1c
d	Total (add lines 1a, 1b, and 1c)	1d
e	Discount claimed for blockage or other factors (explain in detail in Part VI):
2	Acquisition indebtedness applicable to non-exempt use assets	2
3	Subtract line 2 from line 1d	3
4	Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions).	4
5	Net value of non-exempt-use assets (subtract line 4 from line 3)	5
6	Multiply line 5 by .035	6
7	Recoveries of prior-year distributions	7
8	Minimum Asset Amount (add line 7 to line 6)	8

	Section C - Distributable Amount		Current Year
1	Adjusted net income for prior year (from Section A, line 8, Column A)	1
2	Enter 85% of line 1	2
3	Minimum asset amount for prior year (from Section B, line 8, Column A)	3
4	Enter greater of line 2 or line 3	4
5	Income tax imposed in prior year	5
6	Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions)	6

Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)

Schedule A (Form 990 or 990-EZ) 2019

Page 7

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)

Section D - Distributions		Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity
3 Administrative expenses paid to accomplish exempt purposes of supported organizations
4 Amounts paid to acquire exempt-use assets
5 Qualified set-aside amounts (prior IRS approval required)
6 Other distributions (describe in Part VI). See instructions
7Total annual distributions. Add lines 1 through 6.
8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions
9 Distributable amount for 2019 from Section C, line 6
10 Line 8 amount divided by Line 9 amount

Section E - Distribution Allocations (see instructions)		(i) Excess Distributions	(ii) Underdistributions Pre-2019	(iii) Distributable Amount for 2019
1 Distributable amount for 2019 from Section C, line 6
2 Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2019:
a From 2014.......
b From 2015.......
c From 2016.......
d From 2017.......
e From 2018.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2019 distributable amount
i Carryover from 2014 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.
4Distributions for 2019 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2019 distributable amount
c Remainder. Subtract lines 4a and 4b from 4.
5 Remaining underdistributions for years prior to 2019, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions.
6 Remaining underdistributions for 2019. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions.
7 Excess distributions carryover to 2020. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2015.....
b Excess from 2016.....
c Excess from 2017.....
d Excess from 2018.....
e Excess from 2019.....

Schedule A (Form 990 or 990-EZ) (2019)

Schedule A (Form 990 or 990-EZ) 2019

Page 8

Part VI

Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).

Facts And Circumstances Test

Return Reference	Explanation

Schedule A (Form 990 or 990-EZ) 2019

Additional Data

Software ID:
Software Version:

- TIN:

Schedule B
(Form 990, 990-EZ,
or 990-PF)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2019

Name of the organization

THE AMERICAN MONTESSORI SOCIETY INC

Employer identification number

06-0766308

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

Check if your organization is covered by the General Rule or a Special Rule.
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.

General Rule

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Arrow Bullet

Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).

For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.

Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2019)

Schedule B (Form 990, 990-EZ, or 990-PF) (2019) Page 2

Name of organization THE AMERICAN MONTESSORI SOCIETY INC

Part I Contributors	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)

Schedule B (Form 990, 990-EZ, or 990-PF) (2019)

Page 3

Name of organization THE AMERICAN MONTESSORI SOCIETY INC		Employer identification number 06-0766308

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)

Schedule B (Form 990, 990-EZ, or 990-PF) (2019)

Page 4


Name of organization THE AMERICAN MONTESSORI SOCIETY INC			Employer identification number 06-0766308
Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

Schedule B (Form 990, 990-EZ, or 990-PF) (2019)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet

Attach to Form 990.
SchDMd Bullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2019

Open to Public Inspection

Name of the organization

THE AMERICAN MONTESSORI SOCIETY INC

Employer identification number

06-0766308

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.

		(a) Donor advised funds	(b) Funds and other accounts
1	Total number at end of year .........
2	Aggregate value of contributions to (during year)
3	Aggregate value of grants from (during year)
4	Aggregate value at end of year ........

Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............

Yes No

Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................

Yes No

Part II

Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.


a	Total number of conservation easements ......................	2a
b	Total acreage restricted by conservation easements ....................	2b
c	Number of conservation easements on a certified historic structure included in (a) .....	2c
d	Number of conservation easements included in (c) acquired after 7/25/06, and not on a historic structure listed in the National Register ...	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet

Number of states where property subject to conservation easement is located SchDMd Bullet

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................

Yes No

In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.

If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.

If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:

(i)

Revenue included on Form 990, Part VIII, line 1 ......................... SchDMd Bullet

(ii)

Assets included in Form 990, Part X ............................... SchDMd Bullet

If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:

Revenue included on Form 990, Part VIII, line 1 .......................... SchDMd Bullet

Assets included in Form 990, Part X ............................... SchDMd Bullet

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 52283D

Schedule D (Form 990) 2019

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...

Yes No

Part IV

Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No


b	If "Yes," explain the arrangement in Part XIII and complete the following table:		Amount
c	Beginning balance .............................	1c
d	Additions during the year ............................	1d
e	Distributions during the year ..........................	1e
f	Ending balance ................................	1f

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...

Yes No

If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....

Part V

Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.

		(a) Current year	(b) Prior year	(c) Two years back	(d) Three years back	(e) Four years back

1a	Beginning of year balance ....	3,241,204	2,733,569	2,563,063	2,473,694	2,402,467
b	Contributions ...	985,882	709,501	260,891	554,535	556,071
c	Net investment earnings, gains, and losses	10,564	21,670	2,390	10,739	38,265
d	Grants or scholarships ...	59,279	53,269	32,894	32,181	34,354
e	Other expenditures for facilities and programs ...			1,000	2,823
f	Administrative expenses ....	355,172	158,267	58,881	440,901	488,755
g	End of year balance ......	3,823,199	3,253,204	2,733,569	2,563,063	2,473,694

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment SchDMd Bullet

76.000 %

Permanent endowment SchDMd Bullet

5.000 %

Term endowment SchDMd Bullet

19.000 %

The percentages on lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) Unrelated organizations .................

3a(i)

(ii) Related organizations .................

3a(ii)

If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........

Describe in Part XIII the intended uses of the organization's endowment funds.

Part VI

Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.

Description of property		(a) Cost or other basis (investment)	(b) Cost or other basis (other)	(c) Accumulated depreciation	(d) Book value

1a	Land .....
b	Buildings ....
c	Leasehold improvements	13,516	9,123	4,393
d	Equipment ....	1,021,603	429,456	592,147
e	Other .....	67,639		67,639
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				664,179

Schedule D (Form 990) 2019

Page 3

Part VII

InvestmentsOther Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.

(a) Description of security or category (including name of security)	(b) Book value	(c) Method of valuation: Cost or end-of-year market value
(1) Financial derivatives.........
(2) Closely-held equity interests........
(3)Other
(B)
(C)
(D)
(E)
(F)
(G)
(H)
(I)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)

Part VIII

InvestmentsProgram Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.

(a) Description of investment	(b) Book value	(c) Method of valuation: Cost or end-of-year market value

(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

Part IX

Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.

(a) Description				(b) Book value

(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........

Part X

Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.

1.(a) Description of liability	(b) Book value
(1) Federal income taxes
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	112,415
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII

Schedule D (Form 990) 2019

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total revenue, gains, and other support per audited financial statements .......			1	7,010,460
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a	52,218
b	Donated services and use of facilities .........	2b
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ............	2d	132,341
e	Add lines 2a through 2d .....................			2e	184,559
3	Subtract line 2e from line 1..................			3	6,825,901
4	Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b .	4a
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b....................			4c	0
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......			5	6,825,901

Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total expenses and losses per audited financial statements ...........			1	6,133,172
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities .........	2a
b	Prior year adjustments ............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIII.) ............	2d	132,341
e	Add lines 2a through 2d....................			2e	132,341
3	Subtract line 2e from line 1...................			3	6,000,831
4	Amounts included on Form 990, Part IX, line 25, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b ..	4a
b	Other (Describe in Part XIII.) ............	4b
c	Add lines 4a and 4b.....................			4c	0
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......			5	6,000,831

Part XIII

Supplemental Information

Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.

Return Reference	Explanation
PART V, LINE 4:	PERMANENTLY RESTRICTED FUNDS: CENTENNIAL-TEACHER EDUCATION SCHOLARSHIP FUND: THE CENTENNIAL-TEACHER EDUCATION SCHOLARSHIP FUND WILL BE INVESTED AS AN ENDOWMENT. THE INCOME FROM THIS FUND MAY BE USED FOR SCHOLARSHIPS, AT THE DISCRETION OF THE EXECUTIVE DIRECTOR AND THE FINANCE COMMITTEE. SCHOLORSHIP RECIPIENTS WILL BE SELECTED BY THE TEACHER EDUCATION SCHOLARSHIP COMMITTEE BASED ON APPLICATIONS RECEIVED. THIS FUND WAS INITIALLY CREATED BY A CHALLENGE GRANT FROM BOB ROBERTS WITH THE UNDERSTANDING THAT $50,000 OF THE FUNDS RAISED THAT YEAR FOR THE LIVING LEGACY WOULD BE USED TO CREATE THIS FUND. ZELL FAMILY SCHOLARSHIP FUND: THE ZELL FAMILY SCHOLARSHIP FUND IS RESTRICTED BY THE DONOR (PAMELA RIGG) IN PERPETUITY. THE FUND WAS REQUIRED TO ACHIEVE A PRINCIPAL BALANCE OF $100,000 BEFORE THE INCOME FROM THE FUND COULD BE SPENT. IN FY13 THE BOARD OF AMS VOTED TO PROVIDE A MATCHING GRANT OF $25,000 TO BRING THE FUND TO $100,000. AWARDS SHALL BE MADE IN THE NAME OF "THE ZELL FAMILY SCHOLARSHIP FUND." 1870 SOCIETY: THE AMERICAN MONTESSORI SOCIETY, INC. ("AMS") 1870 FUND WAS ESTABLISHED IN 2013 TO PROVIDE FOR AMS 'S LONG-TERM GROWTH AND STABILITY. THE 1870 FUND GROWS WITH GIFTS FROM INDIVIDUALS WHO PROVIDE RESOURCES TO AMS THROUGH ESTATE PLANNING OR DIRECT DONATIONS. THE FUND WILL BE INVESTED BASED ON RECOMMENDATIONS FROM THE FINANCE COMMITTEE USING GUIDELINES OF OUR INVESTMENT EXPERTISE. THE FUNDS ARE FOR USE BY AMS PER INSTRUCTIONS OF THE ESTATE OR DONOR TO INCLUDE UNRESTRICTED AND RESTRICTED PURPOSES. JOANNE P. HAMMES SCHOLARSHIP FUND: THE JOANNE P. HAMMES SCHOLARSHIP FUND WAS CREATED IN DECEMBER 2013 THROUGH AN ANONYMOUS DONATION. THE FUND IS RESTRICTED BY THE DONOR IN PERPETUITY AND INCOME FROM THE FUND CAN BE SPENT FOR THE PURPOSE OF PROVIDING TEACHER EDUCATION SCHOLARSHIPS. EACH JUNE THE AMERICAN MONTESSORI SOCIETY WILL DISTRIBUTE THROUGH SCHOLARSHIPS FIVE PERCENT OF THE AVERAGE MARKET VALUE OF THE PREVIOUS TWENTY-FOUR MONTHS OF THE ENDOWMENT, PROVIDED ADEQUATE RESERVES ARE AVAILABLE. IF THERE ARE NO SPENDING RESERVES AVAILABLE, THERE WILL BE NO SPENDING UNLESS THE DONOR ELECTS TO CONTRIBUTE TO THE ENDOWMENT'S INCOME ACCOUNT FOR THE PURPOSE OF MAKING SCHOLARSHIPS. AWARDS SHALL BE MADE IN THE NAME OF THE "JOANNE P. HAMMES SCHOLARSHIP FUND". TEMPORARILY RESTRICTED FUNDS: CENTENNIAL FUND: THE CENTENNIAL FUND WAS CREATED IN 2003 TO PROVIDE SUPPORT FOR PROJECTS RELATING TO FOUR DISTINCT FUNDING PRIORITIES: MARKETING AND COMMUNICATIONS; CHARTER AND PUBLIC SCHOOL EXPANSION; RESEARCH; AND AN ENDOWMENT FOR TEACHER EDUCATION SCHOLARSHIPS TO FURTHER THE NAME AND MISSION OF AMS (SEE CENTENNIAL-TEACHER EDUCATION SCHOLARSHIP FUND UNDER THE PERMANENTLY RESTRICTED SECTION). THE FUND IS SEEDED WITH GIFTS FROM INDIVIDUALS AND ORGANIZATIONS; USE IS FOR THE GENERAL PURPOSES OUTLINED ABOVE OR DESIGNATED PER DONORS` REQUEST. THE DOUGLAS M. GRAVEL FUND: THE DOUGLAS M. GRAVEL FUND (DMG FUND) WAS ESTABLISHED IN 2010 BY JUDITH MCCARTIN SCHEIDE WITH AN INITIAL MEMBERS, MR. DOUGLAS M. GRAVEL. THE GOAL OF THIS FUND IS TO PRESERVE THE SOCIETY'S RICH HISTORY, A CAUSE WHICH MR. GRAVEL WAS VERY PASSIONATE ABOUT. SCHOLARSHIP FUND: THE (TEMPORARILY RESTRICTED) SCHOLARSHIP FUND MAY BE USED TO HELP DESERVING FUTURE TEACHERS OBTAIN MONTESSORI CREDENTIALS. THE FUND GROWS WITH GIFTS FROM INDIVIDUALS, ORGANIZATIONS, AND SILENT AUCTION PROCEEDS. THE SCHOLARSHIP/LIVING LEGACY COMMITTEE IS RESPONSIBLE FOR RECOMMENDING TO THE EXECUTIVE DIRECTOR HOW THE FUND WILL BE USED. THE SCHOLARSHIP/LIVING LEGACY COMMITTEE MEETS EACH MAY TO RECOMMEND THE AWARDING OF GRANTS AS IT DEEMS APPROPRIATE. THE FUND IS NOT AN ENDOWMENT FUND AND WILL BE MANAGED FOR TOTAL RETURN TO BE USED TO FURTHER ITS PURPOSE. PEACE FUND: THE PEACE FUND MAY BE USED FOR PROJECTS TO PROMOTE A GLOBAL CULTURE OF PEACE THROUGH EDUCATION TO FULFILL MARIA MONTESSORI'S VISION FOR ACHIEVING PEACE THROUGH CHILDREN. THE FUND GROWS WITH GIFTS FROM INDIVIDUALS AND ORGANIZATIONS AND FROM THE SALE OF EDUCATIONAL MATERIALS. THE PEACE COMMITTEE IS RESPONSIBLE FOR RECOMMENDING TO THE EXECUTIVE DIRECTOR IN CONSULTATION WITH THE FINANCE COMMITTEE, HOW THE FUND WILL BE USED. THE FUND IS NOT AN ENDOWMENT FUND AND WILL BE MANAGED FOR TOTAL RETURN TO BE USED TO FURTHER ITS PURPOSE. NEW YORK COMMUNITY TRUST - THE SCHEIDE FUND: THE PURPOSE OF THIS DONOR ADVISED FUND, MADE AT THE SUGGESTION OF WILLIAM AND JUDITH SCHEIDE, IS TO THE PUBLIC AWARENESS CAMPAIGN WAS FUNDED WITH A DONATION OF $150,000 BY BOB ROBERTS TO BE MATCHED BY AMS. BOARD DESIGNATED FUNDS: BOARD DESIGNATED CONTINGENCY FUND: THE PURPOSE OF THE BOARD DESIGNATED CONTINGENCY FUND IS TO RESTRICT THE USE OF ANY SURPLUSES AMS MAY GENERATE. THIS FUND IS DESIGNED TO BE AVAILABLE TO FUND EMERGENCIES OR TEMPORARY SHORTFALLS OF CASH. THIS FUND WILL BE SEEDED WITH 50% OF THE UNRESTRICTED OPERATING SURPLUS IN ANY GIVEN YEAR. THE FUND WILL NOT BE LESS THAN 25% OF THE ANNUAL OPERATING BUDGET.
PART XI, LINE 2D - OTHER ADJUSTMENTS:	COST OF GOODS SOLD 80,167. GROSS UP OF SPECIAL EVENT EXPENSE 52,174.
PART XII, LINE 2D - OTHER ADJUSTMENTS:	COST OF GOODS SOLD 80,167. GROSS UP OF SPECIAL EVENT EXPENSE 52,174.

Schedule D (Form 990) 2019

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE G (Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Supplemental Information Regarding
Fundraising or Gaming Activities

Complete if the organization answered "Yes" on Form 990, Part IV, lines 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a. right arrow

Attach to Form 990 or Form 990-EZ.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2019

Open to Public Inspection

Name of the organization
THE AMERICAN MONTESSORI SOCIETY INC

Employer identification number

06-0766308

Part I

Fundraising Activities.Complete if the organization answered "Yes" on Form 990, Part IV, line 17.

Form 990-EZ filers are not required to complete this part.

Indicate whether the organization raised funds through any of the following activities. Check all that apply.

a	Mail solicitations	e	Solicitation of non-government grants
b	Internet and email solicitations	f	Solicitation of government grants
c	Phone solicitations	g	Special fundraising events
d	In-person solicitations

Did the organization have a written or oral agreement with any individual (including officers, directors, trustees

or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?

YesNo

If "Yes," list the 10 highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization.

(i) Name and address of individual or entity (fundraiser)	(iii) Did fundraiser have custody or control of contributions?
	Yes	No










Total . . . . . . . . . . . . . . . . . . . .

List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 50083H

Schedule G (Form 990 or 990-EZ) 2019

Page 2

Part II

Fundraising Events. Complete if the organization answered "Yes" on Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.

		(a) Event #1 ANNUAL GALA (event type)	(d) Total events (add col. (a) through col. (c))
1	Gross receipts . . . . .	126,653	126,653
2	Less: Contributions . . . .	53,737	53,737
3	Gross income (line 1 minus line 2) . . . . . .	72,916	72,916

4	Cash prizes . . . . .
5	Noncash prizes . . . .
6	Rent/facility costs . . . .	3,918	3,918
7	Food and beverages . . .	32,469	32,469
8	Entertainment . . . .
9	Other direct expenses . . .	15,787	15,787
10	Direct expense summary. Add lines 4 through 9 in column (d) . . . . . . . . . .		52,174
11	Net income summary. Subtract line 10 from line 3, column (d). . . . . . . . . .		20,742

Part III

Gaming. Complete if the organization answered "Yes" on Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.

		(a) Bingo	(b) Pull tabs/Instant bingo/progressive bingo	(c) Other gaming	(d) Total gaming (add col.(a) through col.(c))
1	Gross revenue . . . . .

2	Cash prizes . . . . .
3	Noncash prizes . . . .
4	Rent/facility costs . . . .
5	Other direct expenses . . .

Volunteer labor . . . .

	Yes %
	No

	Yes %
	No

	Yes %
	No

Direct expense summary. Add lines 2 through 5 in column (d) . . . . . . . . . . right arrow

Net gaming income summary. Subtract line 7 from line 1, column (d). . . . . . . . . right arrow

Enter the state(s) in which the organization conducts gaming activities:

Is the organization licensed to conduct gaming activities in each of these states? . . . . . . . .

YesNo

If "No," explain:

10a

Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? . . .

YesNo

If "Yes," explain:

Schedule G (Form 990 or 990-EZ) 2019

Page 3

Does the organization conduct gaming activities with nonmembers? . . . . . . . . . . .

YesNo

Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity

formed to administer charitable gaming? . . . . . . . . . . . . . . . . .

YesNo

Indicate the percentage of gaming activity conducted in:

The organization's facility . . . . . . . . . . . . . . . . . .

13a

An outside facility . . . . . . . . . . . . . . . . . . . .

13b

Enter the name and address of the person who prepares the organization's gaming/special events books and records:

Name

Address

15a

Does the organization have a contract with a third party from whom the organization receives gaming

revenue? . . . . . . . . . . . . . . . . . . . . . . . .

YesNo

If "Yes," enter the amount of gaming revenue received by the organization right arrow

$ and the

amount of gaming revenue retained by the third party right arrow

$ .

If "Yes," enter name and address of the third party:

Name

Address

Gaming manager information:

Name

Gaming manager compensation right arrow

Description of services provided right arrow

Director/officer Employee Independent contractor

Mandatory distributions:

Is the organization required under state law to make charitable distributions from the gaming proceeds to

retain the state gaming license? . . . . . . . . . . . . . . . . . . .

YesNo

Enter the amount of distributions required under state law distributed to other exempt organizations or spent

in the organization's own exempt activities during the tax year right arrow

Part IV

Supplemental Information. Provide the explanations required by Part I, line 2b, columns (iii) and (v); and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also provide any additional information. See instructions.

Return Reference	Explanation

Schedule G (Form 990 or 990-EZ) 2019

Additional Data

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Software Version:

- TIN:

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

Schedule I
(Form 990)

Department of the Treasury
Internal Revenue Service

Grants and Other Assistance to Organizations,
Governments and Individuals in the United States

Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet

Attach to Form 990.
lBullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2019

Open to Public
Inspection

Name of the organization
THE AMERICAN MONTESSORI SOCIETY INC

Employer identification number
06-0766308

Part I

General Information on Grants and Assistance

Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................

Yes No

Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.

Part II

Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient

that received more than $5,000. Part II can be duplicated if additional space is needed.

(a) Name and address of organization or government	(b) EIN	(c) IRC section (if applicable)	(d) Amount of cash grant	(e) Amount of non-cash assistance	(f) Method of valuation (book, FMV, appraisal, other)	(g) Description of noncash assistance	(h) Purpose of grant or assistance
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
(11)
(12)

Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image

Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50055P

Schedule I (Form 990) 2019

Page 2

Part III

Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.

(a) Type of grant or assistance	(b) Number of recipients	(c) Amount of cash grant	(d) Amount of noncash assistance	(e) Method of valuation (book, FMV, appraisal, other)	(f) Description of noncash assistance

(1) TEACHER EDUCATION PROGRAM SCHOLARSHIPS	17	55,000
(2) PEACE FUND AWARD	8	4,400
(3) ZELL FAMILY SCHOLARSHIP	7	15,000
(4) DISSERTATION AND THESIS	1	5,611
(5) RESEARCH GRANTS	13	10,855
(6) JOHANNES P. HAMMES SCHOLARSHIP	1	1,200
(7) REBUILD YOUR SCHOOL GRANTS	11	57,682
(7)

Part IV

Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.

Return Reference

Explanation

PART I, LINE 2:

THE AMERICAN MONTESSORI SOCIETY, INC. (THE "AMS") SCHOLARSHIP COMMITTEE REVIEES ALL APPLICATIONS. AWARDS BASED ON THE FOLLOWING SELECTION CRITERIA: 1. ANY ASPIRING MONTESSORI TEACHER IS ELIGIBLE TO APPLY FOR AN AMS TEACHER EDUCATION SCHOLARSHIP, IF THE APPLICATION HAS BEEN ACCEPTED OR IS IN PROCESS OF ACCEPTANCE BY AN AFFILIATED AMS TEACHER EDUCATION PROGRAM, OR IS CURRENTLY ENROLLED IN SUCH A PROGRAM; 2. APPLICATIONS ARE CONSIDERED ON THE BASIS OF FINANCIAL NEED, A COMPELLING PERSONAL STATEMENT, THREE LETTERS OF RECOMMENDATION, AND OFFICIAL VERIFICATION OF ACCEPTANCE INTO AN AMS TEACHER EDUCATION PROGRAM; 3. AMS SCHOLARSHIPS ARE GRANTED FOR TUITION ONLY. EXPENSES ARE NOT INCLUDED; 4. ASSISTANCE IS FORWARDED TO THE TEACHER EDUCATION PROGRAM IN WHICH THE APPLICANT IS ENROLLED; 5. IF A SCHOLARSHIP RECIPIENT WITHDRAWS FROM THE PROGRAM PRIOR TO RECEIVING AN AMS CREDENTIAL, UNUSED FUNDS ARE RETURNED TO THE AMS SCHOLARSHIP FUND IN ACCORDANCE WITH THE TUITION REFUND POLICIES OF THE TEACHER EDUCATION PROGRAM; 6. NO APPLICANT IS DENIED CONSIDERATION OF AN AMS SCHOLARSHIP BECAUSE OF GENDER, RACE, CREED, COLOR OR NATIONAL ORIGIN, OR SEXUAL ORIENTATION; 7. AMS GUIDELINES ARE FOR USE BY APPLICANTS IN PREPARING THE APPLICATION. THEY ARE NOT TO ACCOMPANY THE SCHOLARSHIP APPLICATION; 8. TO BE CONSIDERED, APPLICANTS ARE RESPONSIBLE FOR COMPILING AND SENDING THE COMPLETED MATERIALS IN ACCORDANCE WITH PRINTED GUIDELINES; 9. INTERNATIONAL APPLICANTS SHOULD FOLLOW EXPLICITLY THE GUIDELINES SET FORTH ON THE FINANCIAL INFORMATION PAGE.

Schedule I (Form 990) 2019

Additional Data

Software ID:
Software Version:

- TIN:

Schedule J
(Form 990)

Department of the Treasury
Internal Revenue Service

Compensation Information

For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet

Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
SchJMediumBullet

Attach to Form 990.
SchJMediumBullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2019

Open to Public Inspection

Name of the organization

THE AMERICAN MONTESSORI SOCIETY INC

Employer identification number

06-0766308

Part I

Questions Regarding Compensation

Yes

Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.

First-class or charter travel Housing allowance or residence for personal use

Travel for companions Payments for business use of personal residence

Tax idemnification and gross-up payments Health or social club dues or initiation fees

Discretionary spending account Personal services (e.g., maid, chauffeur, chef)

If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .........

Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ..

Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

Form 990 of other organizations Approval by the board or compensation committee

During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:

Receive a severance payment or change-of-control payment? .............

Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........

Participate in, or receive payment from, an equity-based compensation arrangement? .........

If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.

Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:

The organization? ....................

Any related organization? .......................

If "Yes," on line 5a or 5b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:

The organization? ..................

Any related organization? ......................

If "Yes," on line 6a or 6b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............

Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................

If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50053T

Schedule J (Form 990) 2019

Page 2

Part II

Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.

For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.

(A) Name and Title		(B) Breakdown of W-2 and/or 1099-MISC compensation			(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)	(F) Compensation in column (B) reported as deferred on prior Form 990
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1RICHARD UNGERER FORMER EXECUTIVE DIRECTOR	(i) (ii)	176,880 ------------- 0	0 ------------- 0	0 ------------- 0	12,422 ------------- 0	11,358 ------------- 0	200,660 ------------- 0	0 ------------- 0
2CAROL STARMACK DEPUTY DIRECTOR	(i) (ii)	175,565 ------------- 0	1,900 ------------- 0	0 ------------- 0	5,412 ------------- 0	23,522 ------------- 0	206,399 ------------- 0	0 ------------- 0

Schedule J (Form 990) 2019

Page 3

Part III

Supplemental Information

Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.

Return Reference	Explanation

Schedule J (Form 990) 2019

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet

Attach to Form 990 or 990-EZ.
MediumBullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2019

Open to Public
Inspection

Name of the organization

THE AMERICAN MONTESSORI SOCIETY INC

Employer identification number

06-0766308

Return Reference	Explanation
PART III - LINE 1	THE AMERICAN MONTESSORI SOCIETY ("AMS") PROVIDES THE LEADERSHIP AND RESOURCES TO MAKE MONTESSORI A SIGNIFICANT AND ENDURING VOICE IN EDUCATION. AMS SERVES OUR MEMBERS, ADVOCATE FOR QUALITY MONTESSORI EDUCATION, AND CHAMPION MONTESSORI PRINCIPLES.
PART III, LINE 4A	MEMBERSHIP: IN FY2018, AMS SERVED OVER 16,000 INDIVIDUAL AND SCHOOL MEMBERS. AMS ENCOURAGED HIGH STANDARDS IN ITS MONTESSORI SCHOOLS, PROVIDED ACCESS TO MEMBER RESOURCES SUCH AS BEST PRACTICES, ONLINE PROFESSIONAL DEVELOPMENT, AN AWARD-WINNING PUBLICATION, AND OFFERED NUMEROUS OPPORTUNITIES FOR PROFESSIONAL DEVELOPMENT.
PART III - LINE 4B	ANNUAL CONFERENCE: THE AMS ANNUAL CONFERENCE IS DESIGNED TO PROVIDE OPPORTUNITIES FOR PROFESSIONAL DEVELOPMENT AND COMMUNITY BUILDING TO THE MONTESSORI COMMUNITY. OVER 3,500 TEACHERS, ADMINISTRATORS AND HEADS OF SCHOOLS ATTENDED THE 2018 ANNUAL CONFERENCE HELD IN DENVER IN MARCH 2018. THE ANNUAL CONFERENCE OFFERED OVER 100 WORKSHOPS COVERING TOPICS SUCH AS CURRENT MONTESSORI RESEARCH, USING MONTESSORI MATERIALS IN TEACHING MATH, PEACE EDUCATION, WORKING WITH INFANTS AND TODDLERS, SCHOOL LEADERSHIP, CULTURAL AWARENESS, AND OTHER TOPICS RELEVANT TO MONTESSORI EDUCATION. CONFERENCE SPEAKERS INCLUDED RICK STEVES, ICONIC TRAVELER AND AUTHOR OF OVER 50 BEST-SELLING BOOKS, ANNA DEAVERE SMITH, PLAYWRIGHT, ACTOR, AND EDUCATOR AND DALE DOUGHERTY, FOUNDER OF MAKE: MAGAZINE, AND THE MAKER FAIRE. THE CONFERENCE ALSO PROVIDED NETWORKING, AND SOCIAL EVENTS.
PART III, LINE 4C	TEACHER EDUCATION: IN FY 2018, AMS HAD 94 AMS-AFFILIATED TEACHER EDUCATION PROGRAMS. AMS ISSUED OVER 1,602 MONTESSORI CREDENTIALS TO SUCCESSFUL GRADUATES OF THESE AMS-AFFILIATED TEACHER EDUCATION PROGRAMS. WE REGISTERED 2,205 NEW ADULT LEARNERS IN FY 2018.
FORM 990, PART VI, SECTION A, LINE 6	AMS WAS INCORPORATED AS A MEMBERSHIP ORGANIZATION.
FORM 990, PART VI, SECTION A, LINE 7A	1. ALL DIRECTORS WILL BE ELECTED BY THE MEMBERS; 2. UP TO NINE (9) INDIVIDUALS RUN FOR ELECTION AFTER HAVING BEEN APPROVED BY THE BOARD OF DIRECTORS; THREE (3) MEMBERS WILL BE ELECTED BY THEIR RESPECTIVE CONSTITUENTS: I. TEACHER SECTION CHAIR II. HEADS SECTION CHAIR III. TEACHER EDUCATORS SECTION CHAIR 3. UP TO NINE (9) INDIVIDUALS WILL STAND AS A SLATE FOR ELECTION UPON RECOMMENDATION BY THE BOARD OF DIRECTORS. ONE (1) OF THESE INDIVIDUALS SHALL BE A FAMILY REPRESENTATIVE, ONE (1) MEMBER SHALL BE RECOMMENDED BY AND FROM THE MEMBERS OF THE SCHOOL ACCREDITATION COMMISSION.
FORM 990, PART VI, SECTION B, LINE 11B	THE FORM 990 IS REVIEWED BY THE CHAIR OF THE AUDIT COMMITTEE, TREASURER, EXECUTIVE DIRECTOR, AND CHIEF FINANCIAL OFFICER. IT WILL THEN BE FORWARDED TO THE BOARD FOR REVIEW PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE.
FORM 990, PART VI, SECTION B, LINE 12C	AMS REQUIRES ALL BOARD MEMBERS TO COMPLETE AND SIGN A CONFLICT OF INTEREST STATEMENT AT THE TIME THEY BEGIN SERVICE ON THE BOARD, AND ANNUALLY THEREAFTER. SIGNED STATEMENTS ARE MAINTAINED ON FILE BY THE SENIOR DIRECTOR OF OPERATIONS. IN ADDITION, EACH STAFF MEMBER WHO COULD POTENTIALLY HAVE A CONFLICT OF INTEREST IS REQUIRED TO COMPLETE AND SIGN THE CONFLICT OF INTEREST STATEMENT ANNUALLY. THESE ARE ALSO COLLECTED AND KEPT ON FILE BY THE DEPUTY DIRECTOR.
FORM 990, PART VI, SECTION B, LINE 15A	THE AMS EXECUTIVE COMMITTEE (PRESIDENT, VICE PRESIDENT, TREASURER, SECRETARY, AND MEMBER-AT-LARGE) REVIEWED AND APPROVED THE COMPENSATION AND EMPLOYMENT CONTRACT OF THE EXECUTIVE DIRECTOR. TWO INDEPENDENT BENCHMARK DATA SOURCES WERE ANALYZED AND EVALUATED BY THE EXECUTIVE COMMITTEE. THE FIRST WAS THE AMERICAN RESEARCH COMPANY'S ARC COMPENSATION REPORT, A 2010-2011 REPORT BASED ON AN INDEPENDENTLY CONDUCTED MAJOR SURVEY OF ASSOCIATION CHIEF EXECUTIVES (CSE'S) WHICH CONTAINED INFORMATION ABOUT REPRESENTATIVELY CHOSEN ASSOCIATIONS. THE SECOND WAS A 2010 COMPENSATION AND BENEFITS STUDY PRODUCED BY THE AMERICAN SOCIETY OF ASSOCIATION EXECUTIVES (ASAE). THIS STUDY EXAMINED THE SALARIES AND EMPLOYMENT BENEFITS OF THE CHIEF EXECUTIVE OFFICER (CEO) AND DEPUTY CEO AT NON-PROFIT ORGANIZATIONS THROUGHOUT THE UNITED STATES. A DETAILED DELIBERATION OF THE PROPOSED COMPENSATION OFFERINGS AND EXTERNAL BENCHMARK DATA WERE UTILIZED BY THE EXECUTIVE COMMITTEE IN DETERMINING THE EXECUTIVE DIRECTOR'S COMPENSATION.
FORM 990, PART VI, SECTION C, LINE 19	THE AMS MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS AND 990 AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST.
FORM 990, PART IX, LINE 11G	INFORMATION TECHNOLOGY: PROGRAM SERVICE EXPENSES 11,474. MANAGEMENT AND GENERAL EXPENSES 720. FUNDRAISING EXPENSES 247. TOTAL EXPENSES 12,441. PUBLIC RELATIONS CAMPAIGN: PROGRAM SERVICE EXPENSES 18,744. MANAGEMENT AND GENERAL EXPENSES 1,176. FUNDRAISING EXPENSES 403. TOTAL EXPENSES 20,323. WEBINARS: PROGRAM SERVICE EXPENSES 25,751. MANAGEMENT AND GENERAL EXPENSES 1,615. FUNDRAISING EXPENSES 554. TOTAL EXPENSES 27,920. RESEARCH: PROGRAM SERVICE EXPENSES 38,575. MANAGEMENT AND GENERAL EXPENSES 2,419. FUNDRAISING EXPENSES 830. TOTAL EXPENSES 41,824. PUBLIC RELATIONS AND MARKETING: PROGRAM SERVICE EXPENSES 64,956. MANAGEMENT AND GENERAL EXPENSES 4,074. FUNDRAISING EXPENSES 1,398. TOTAL EXPENSES 70,428. OTHER MISC. FEES: PROGRAM SERVICE EXPENSES 117,045. MANAGEMENT AND GENERAL EXPENSES 7,340. FUNDRAISING EXPENSES 2,310. TOTAL EXPENSES 126,695. ANNUAL CONFERENCE FEES: PROGRAM SERVICE EXPENSES 125,711. MANAGEMENT AND GENERAL EXPENSES 7,884. FUNDRAISING EXPENSES 2,705. TOTAL EXPENSES 136,300. MONTESSORI LIFE: PROGRAM SERVICE EXPENSES 132,011. MANAGEMENT AND GENERAL EXPENSES 8,279. FUNDRAISING EXPENSES 2,841. TOTAL EXPENSES 143,131. WALTON GRANT: PROGRAM SERVICE EXPENSES 148,775. MANAGEMENT AND GENERAL EXPENSES 9,331. FUNDRAISING EXPENSES 3,202. TOTAL EXPENSES 161,308.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990 or 990-EZ) 2019

Additional Data

Software ID:
Software Version:

1	Briefly describe the organization’s mission or most significant activities: AMS PROVIDES THE LEADERSHIP AND RESOURCES TO MAKE MONTESSORI A SIGNIFICANT AND ENDURING VOICE IN EDUCATION. WE SERVE OUR MEMBERS, ADVOCATE AND CHAMPION MONTESSORI PRINCIPLES.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	17
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	17
5	Total number of individuals employed in calendar year 2019 (Part V, line 2a) ......	5	36
6	Total number of volunteers (estimate if necessary) .............	6	200
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	214,969
b	Net unrelated business taxable income from Form 990-T, line 39 .........	7b	71,609

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	2,973,312	3,604,463
9	Program service revenue (Part VIII, line 2g) .........	2,462,485	2,546,386
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	261,159	364,180
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	329,961	310,872
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	6,026,917	6,825,901
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	70,515	149,748
14	Benefits paid to or for members (Part IX, column (A), line 4).....	0	0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	2,622,828	2,955,282
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 336,221
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	2,803,155	2,895,801
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	5,496,498	6,000,831
19	Revenue less expenses. Subtract line 18 from line 12.......	530,419	825,070
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	7,148,429	8,118,800
21	Total liabilities (Part X, line 26).............	1,318,388	1,411,471
22	Net assets or fund balances. Subtract line 21 from line 20.....	5,830,041	6,707,329

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 1,844,665 including grants of $ 149,748 ) (Revenue $ )
	MEMBERSHIP - SEE SCHEDULE O.

4b	(Code: ) (Expenses $ 1,508,042 including grants of $ ) (Revenue $ 1,705,421 )
	ANNUAL CONFERENCE - SCHEDULE O.

4c	(Code: ) (Expenses $ 827,941 including grants of $ ) (Revenue $ 677,016 )
	TEACHER EDUCATION - SEE SCHEDULE O.

	(Code: ) (Expenses $ 1,081,032 including grants of $ ) (Revenue $ 163,949 )
	SCHOOL ACCREDITATION, PUBLICATIONS, RESEARCH, SCHOLARSHIPS, PEACE ACTIVITIES, RETREATS, WEBINARS, WEBCASTS, ARCHIVES, WALTON FAMILY FOUNDATION GRANT FUNDIDG FOR MONTESSORI PUBLIC POLICY INITIATIVE PROJECT.

4d	Other program services (Describe in Schedule O.)
	(Expenses $ 1,081,032 including grants of $ ) (Revenue $ 163,949 )
4e	Total program service expenses5,261,680

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)			(D) Reportable compensation from the organization (W-2/1099-MISC)	(E) Reportable compensation from related organizations (W-2/1099-MISC)	(F) Estimated amount of other compensation from the organization and related organizations
(A) Name and title
(18) TIMOTHY PURNELL........................................................................ CEO/EXECUTIVE DIRECTOR	40.00 .......................	X		127,834	0	13,886
(19) RICHARD UNGERER........................................................................ FORMER EXECUTIVE DIRECTOR	40.00 .......................	X		176,880	0	23,780
(20) CAROL STARMACK........................................................................ DEPUTY DIRECTOR	40.00 .......................		X	177,465	0	28,934
(21) MARCY KREVER........................................................................ DIRECTOR COMMUNICATIONS	40.00 .......................		X	120,013	0	20,164
(22) GINA LOFQUIST........................................................................ SR. DIR. OF TEACHER EDUCATION	40.00 .......................		X	115,286	0	3,807
(23) ABIGAIL KELLY........................................................................ FORMER DIR. OF TEACHER EDUCATION	40.00 .......................		X	101,878	0	15,272

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)...........	819,356	0	105,843

(A) Name and business address	(B) Description of services	(C) Compensation
THE BERNDT GROUP 3618 FALLS ROAD SUITE 300 BALTIMORE,MD21211	WEBSITE REDESIGN	210,320




2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 1

1a	Federated campaigns..		1a
b	Membership dues..		1b	2,600,299
c	Fundraising events..		1c	53,737
d	Related organizations		1d
e	Government grants (contributions)		1e

f	All other contributions, gifts, grants, and similar amounts not included above		1f	950,427

g	Noncash contributions included in lines 1a - 1f:$		1g

h Total. Add lines 1a-1f.......		3,604,463

		Business Code
2a	ANNUAL CONFERENCE	900099	1,705,421	1,705,421
b	FEES	900099	654,202	654,202
c	WEBINARS	900099	119,126	119,126
d	SYMPOSA/RETREATS	900099	67,637	67,637
e
f	All other program service revenue.
g	Total. Add lines 2a–2f .....		2,546,386

3 Investment income (including dividends, interest, and othersimilar amounts) ......			141,529			141,529
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........			40,422			40,422
		(ii) Personal	(i) Real
6a	Gross rents			6a
b	Less: rental expenses			6b
c	Rental income or (loss)			6c
d	Net rental income or (loss).......
		(ii) Other	(i) Securities
7a	Gross amount from sales of assets other than inventory		2,297,215	7a
b	Less: cost or other basis and sales expenses		2,074,564	7b
c	Gain or (loss)		222,651	7c
d	Net gain or (loss).........			222,651			222,651
8a	Gross income from fundraising events (not including $ 53,737of contributions reported on line 1c). See Part IV, line 18 ....
			8a	72,916
b	Less: direct expenses ...		8b	52,174
c	Net income or (loss) from fundraising events..			20,742			20,742
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a
b	Less: direct expenses ...		9b
c	Net income or (loss) from gaming activities..
10a	Gross sales of inventory, less returns and allowances ..
			10a	86,631
b	Less: cost of goods sold ..		10b	80,167
c	Net income or (loss) from sales of inventory..			6,464	6,464
Business Code			Miscellaneous Revenue
11a	ADVERTISING		541800	214,969		214,969
b	MISCELLANEOUS		900099	28,275			28,275
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......			243,244
12	Total revenue. See instructions.....			6,825,901	2,552,850	214,969	453,619

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........	149,748	149,748
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............
4	Benefits paid to or for members .......
5	Compensation of current officers, directors, trustees, and key employees ...........	295,392	256,934	13,803	24,655
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........
7	Other salaries and wages........	2,125,207	1,742,845	202,827	179,535
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	75,863	65,986	3,545	6,332
9	Other employee benefits .......	302,482	263,103	14,134	25,245
10	Payroll taxes ...........	156,338	135,985	7,305	13,048
11	Fees for services (non-employees):
a	Management ......
b	Legal .........	19,090	17,607	1,104	379
c	Accounting ...........	29,301	27,024	1,695	582
d	Lobbying ...........
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	740,370	683,042	42,838	14,490
12	Advertising and promotion ....
13	Office expenses .......	480,762	434,206	27,028	19,528
14	Information technology ......
15	Royalties ..
16	Occupancy ...........	255,396	216,770	18,945	19,681
17	Travel ............	411,875	383,745	19,654	8,476
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	531,288	523,549	3,997	3,742
20	Interest ...........
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..	198,584	168,546	14,732	15,306
23	Insurance ...	33,413	30,070	1,640	1,703
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	UNRELATED BUS. INC. TAX	17,555		17,555
b	HONORARIA	82,557	82,557
c	DUES AND SUBSCRIPTIONS	64,670	55,807	7,910	953
d	MISCELLANEOUS	26,722	24,156	0	2,566
e	All other expenses	4,218		4,218
25	Total functional expenses. Add lines 1 through 24e	6,000,831	5,261,680	402,930	336,221
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........			305,564	1	617,690
2	Savings and temporary cash investments .........			8,870	2	6,325
3	Pledges and grants receivable, net ......				3
4	Accounts receivable, net .............			66,131	4	78,760
5	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
					5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
					6
7	Notes and loans receivable, net ...........				7
8	Inventories for sale or use ............			15,370	8	8,960
9	Prepaid expenses and deferred charges ......			232,492	9	252,969
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	1,102,758
b	Less: accumulated depreciation	10b	438,579	428,141	10c	664,179
11	Investments—publicly traded securities .			6,091,861	11	6,489,917
12	Investments—other securities. See Part IV, line 11 .....				12
13	Investments—program-related. See Part IV, line 11 ..				13
14	Intangible assets ...............				14
15	Other assets. See Part IV, line 11 ...........				15
16	Total assets. Add lines 1 through 15 (must equal line 33)...			7,148,429	16	8,118,800

17	Accounts payable and accrued expenses .....	269,544	17	316,979
18	Grants payable ...		18
19	Deferred revenue .........	918,073	19	982,077
20	Tax-exempt bond liabilities .........		20
21	Escrow or custodial account liability. Complete Part IV of Schedule D		21
22	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
			22
23	Secured mortgages and notes payable to unrelated third parties ..		23
24	Unsecured notes and loans payable to unrelated third parties ..		24
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D	130,771	25	112,415
26	Total liabilities. Add lines 17 through 25..	1,318,388	26	1,411,471

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........		27
28	Net assets with donor restrictions ...........		28
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....		29
30	Paid-in or capital surplus, or land, building or equipment fund ...		30
31	Retained earnings, endowment, accumulated income, or other funds		31
32	Total net assets or fund balances ...........	5,830,041	32	6,707,329
33	Total liabilities and net assets/fund balances ........	7,148,429	33	8,118,800