Civic Intelligence

Wheaton Montessori School

EIN 36-4369515 • 501(c)3 • Wheaton, IL

Pub. 78 Eligible

Profile

Providing education for children using the methods and philosophies of montessori

1980 North Gary AvenueWheaton, IL 60187

www.wheatonmontessori.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

80th percentile

0.43x

Higher debt load relative to assets than 80% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

65th percentile

0.19x

Higher debt load relative to revenue than 65% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

26th percentile

-6.7%

Higher net margin than 26% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

22nd percentile

-5.0%

Faster asset growth than 22% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2024

Revenue Growth

58th percentile

12%

Faster revenue growth than 58% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets80th percentile

Assets

Down

$1,170,998

Down $199,961 (-15%) from 2023

Liabilities

Down

$507,272

Down $17,112 (-3.3%) from 2023

Net Assets

Down

$663,726

Down $182,849 (-22%) from 2023

Operations
Liabilities / Revenue65th percentileNet Margin26th percentile

Revenue

Up

$2,736,436

Up $46,784 (+1.7%) from 2023

Expenses

Up

$2,919,285

Up $317,553 (+12%) from 2023

Net Income

Down

-$182,849

Down $270,769 (-308%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth22nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2018: $1,204,987Liabilities 2018: $476,063Net Assets 2018: $728,9242018Assets 2019: $1,200,949Liabilities 2019: $378,151Net Assets 2019: $822,7982019Assets 2020: $1,224,833Liabilities 2020: $434,696Net Assets 2020: $790,1372020Assets 2021: $1,447,649Liabilities 2021: $505,865Net Assets 2021: $941,7842021Assets 2022: $1,297,538Liabilities 2022: $538,883Net Assets 2022: $758,6552022Assets 2023: $1,370,959Liabilities 2023: $524,384Net Assets 2023: $846,5752023Assets 2024: $1,170,998Liabilities 2024: $507,272Net Assets 2024: $663,7262024

Highlighted filing

2024

Assets$1,170,998
Liabilities$507,272
Net Assets$663,726
Open 2024 Filing

Operations Trend

Revenue Growth58th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2018: $1,685,885Expenses 2018: $1,688,441Net Income 2018: -$2,5562018Revenue 2019: $2,097,197Expenses 2019: $2,003,323Net Income 2019: $93,8742019Revenue 2020: $2,040,038Expenses 2020: $2,072,699Net Income 2020: -$32,6612020Revenue 2021: $2,460,493Expenses 2021: $2,308,846Net Income 2021: $151,6472021Revenue 2022: $2,187,455Expenses 2022: $2,370,584Net Income 2022: -$183,1292022Revenue 2023: $2,689,652Expenses 2023: $2,601,732Net Income 2023: $87,9202023Revenue 2024: $2,736,436Expenses 2024: $2,919,285Net Income 2024: -$182,8492024

Highlighted filing

2024

Revenue$2,736,436
Expenses$2,919,285
Net Income-$182,849
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,170,998
Liabilities
$507,272
Net assets
$663,726
Revenue
$2,736,436
Expenses
$2,919,285
Net income
-$182,849
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.17$0.51$0.66$2.74$2.92$0.18
2023Detailed filing. Detailed filing data is available for this year.$1.37$0.52$0.85$2.69$2.60$0.09
2022Detailed filing. Detailed filing data is available for this year.$1.30$0.54$0.76$2.19$2.37$0.18
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.45$0.51$0.94$2.46$2.31$0.15
2020Detailed filing. Detailed filing data is available for this year.$1.22$0.43$0.79$2.04$2.07$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.20$0.38$0.82$2.10$2.00$0.09
2018Detailed filing. Detailed filing data is available for this year.$1.20$0.48$0.73$1.69$1.69$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2023 to Aug 31, 2024
Signed
Jun 18, 2025
Return Version
2023v6.0
Gross Receipts
$2,736,436
Mission and Program Overview

Mission

Providing education for children using the methods and philosophies of montessori

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$846,575$663,726▼ $182,849
Cash and Non-Interest-Bearing Accounts$729,266$597,783▼ $131,483
Land, Buildings, and Equipment, Net$549,419$520,092▼ $29,327
Prepaid Expenses and Deferred Charges$27,437$29,196▲ $1,759
Accounts Receivable$46,692$14,251▼ $32,441
Savings and Temporary Cash Investments$18,145$9,676▼ $8,469
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$1,370,959$1,170,998▼ $199,961
Other Assets Total-$0-
Liabilities
Deferred Revenue$472,985$427,353▼ $45,632
Accounts Payable and Accrued Expenses$51,398$79,919▲ $28,521
Other Liabilities$1--
Total Liabilities$524,384$507,272▼ $17,112
Net Assets / Fund Balance
Total Net Assets Fund Balance$846,575$663,726▼ $182,849
Total Liabilities and Net Assets / Fund Balance$1,370,959$1,170,998▼ $199,961

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$347,404$78,448$425,852
Other Land Buildings$88,995$241,998$330,993
Leasehold Improvements$72,451$102,222$174,673
Equipment$11,242$35,687$46,929
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Elizabeth BerdickVice PresidentFT$124,637$124,637
Rebecca LingoPresidentFT$124,005$124,005
Emily SearcyDirectorFT$122,011$122,011
Bertha TaylorDirectorFT$70,783$70,783
Ivania RiveraDirectorFT$45,367$45,367

Board Members and Trustees

NameTitle
Brenton BerdickSecretary/TREAS
Revenue and Support

Revenue Composition

Contributions and Grants
$27,149
Program Service Revenue
$2,708,304
Investment Income
$983
Other Revenue
$0
All Other Contributions
$27,149
Change in Net Assets
$-182,849

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,736,436
Total Revenue per Audited Statements
$2,736,436
Total Revenue per Form 990
$2,736,436
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,762,201
Other Expenses$1,157,084
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$896,751$99,639-$996,390
Occupancy$590,179$65,575-$655,754
Current Officers, Directors, Trustees, and Key Employees$438,123$48,680-$486,803
Other Employee Benefits$153,916$17,102-$171,018
Payroll Taxes$97,191$10,799-$107,990
All Other Expenses$51,805$3,841-$55,646
Depreciation Depletion$43,550$4,839-$48,389
Other Expenses$40,218$4,469-$44,687
Advertising$23,879$2,653-$26,532
Insurance$23,307$2,590-$25,897
Total Functional Expenses$2,653,653$265,632$0$2,919,285

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,919,285
Total Expenses per Audited Statements$2,919,285
Total Expenses per Form 990$2,919,285
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Adult members of two families are employed by the school as teachers and administrators, and are officers and directors of the school.”

Form 990, Part VI, Section B, Line 11B

“Members of the governing body discussed and reviewed the form 990 and schedules prior to its being filed.”

Form 990, Part VI, Section B, Line 12C

“Periodic discussion of the conflicts of interest policy with the entire staff.”

Form 990, Part VI, Section C, Line 19

“Governing documents, policies and financial statements are available for public inspection upon request.”

Filing and Contact Details

Filer

Filer Name
Wheaton Montessori School
EIN
36-4369515
Phone
6306535100
Address
1980 NORTH GARY AVENUE, WHEATON, IL 60187

Signing Officer

Name
Rebecca Lingo
Title
President
Signed
2025-06-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rebecca Lingo
Formed
2000
Legal Domicile
Il
Voting Board Members
6
Independent Board Members
0
Employees
27

Preparer

Firm
Joseph A Rivkin CPA Prof Corp
Address
1596 Burning Bush Lane, Hoffman Estates, IL 60192
Preparer
Joseph A Rivkin
Phone
8479340398
Raw XML AppendixShowing 400 of 417 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt051398
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt079919
IRS990/AccountsReceivableGrp/BOYAmt046692
IRS990/AccountsReceivableGrp/EOYAmt014251
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0PROVIDING EDUCATION FOR CHILDREN USING THE METHODS AND PHILOSOPHIES OF MONTESSORI
IRS990/AdvertisingGrp/ManagementAndGeneralAmt02653
IRS990/AdvertisingGrp/ProgramServicesAmt023879
IRS990/AdvertisingGrp/TotalAmt026532
IRS990/AllOtherContributionsAmt027149
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt03841
IRS990/AllOtherExpensesGrp/ProgramServicesAmt051805
IRS990/AllOtherExpensesGrp/TotalAmt055646
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0false
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0REBECCA LINGO
IRS990/BooksInCareOfDetail/PhoneNum06306535100
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01980 NORTH GARY AVENUE
IRS990/BooksInCareOfDetail/USAddress/CityNm0WHEATON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd060187
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0729266
IRS990/CashNonInterestBearingGrp/EOYAmt0597783
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt048680
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0438123
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0486803
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt027149
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0983
IRS990/CYOtherExpensesAmt01157084
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt02708304
IRS990/CYRevenuesLessExpensesAmt0-182849
IRS990/CYSalariesCompEmpBnftPaidAmt01762201
IRS990/CYTotalExpensesAmt02919285
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02736436
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt0472985
IRS990/DeferredRevenueGrp/EOYAmt0427353
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt04839
IRS990/DepreciationDepletionGrp/ProgramServicesAmt043550
IRS990/DepreciationDepletionGrp/TotalAmt048389
IRS990/Desc0EDUCATIONAL PROGRAMS FOR CHILDREN FROM 3 to 15 YEARS OF AGE, USING THE METHODS AND PHILOSOPHIES OF MONTESSORI
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt027
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt02653653
IRS990/FamilyOrBusinessRlnInd0true
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt00
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt340.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt440.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt55.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0ELIZABETH BERDICK
IRS990/Form990PartVIISectionAGrp/PersonNm1REBECCA LINGO
IRS990/Form990PartVIISectionAGrp/PersonNm2EMILY SEARCY
IRS990/Form990PartVIISectionAGrp/PersonNm3BERTHA TAYLOR
IRS990/Form990PartVIISectionAGrp/PersonNm4IVANIA RIVERA
IRS990/Form990PartVIISectionAGrp/PersonNm5BRENTON BERDICK
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0124637
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1124005
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2122011
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt370783
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt445367
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt1President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Secretary/TREAS
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02000
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt02736436
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt03
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt02590
IRS990/InsuranceGrp/ProgramServicesAmt023307
IRS990/InsuranceGrp/TotalAmt025897
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0983
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0983
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0458355
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0549419
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0520092
IRS990/LandBldgEquipCostOrOtherBssAmt0978447
IRS990/LegalDomicileStateCd0IL
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0PROVIDING EDUCATION FOR CHILDREN USING THE METHODS AND PHILOSOPHIES OF MONTESSORI
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0846575
IRS990/NetAssetsOrFundBalancesEOYAmt0663726
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt065575
IRS990/OccupancyGrp/ProgramServicesAmt0590179
IRS990/OccupancyGrp/TotalAmt0655754
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt017102
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0153916
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0171018
IRS990/OtherExpensesGrp/Desc0PROVISION FOR BAD DEBTS
IRS990/OtherExpensesGrp/Desc1STUDENTS TRIP PROJECTS
IRS990/OtherExpensesGrp/Desc2CLASSROOM SUPPLIES
IRS990/OtherExpensesGrp/Desc3PROFESSIONAL FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt05445
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt14469
IRS990/OtherExpensesGrp/ProgramServicesAmt0155906
IRS990/OtherExpensesGrp/ProgramServicesAmt189825
IRS990/OtherExpensesGrp/ProgramServicesAmt249003
IRS990/OtherExpensesGrp/ProgramServicesAmt340218
IRS990/OtherExpensesGrp/TotalAmt0155906
IRS990/OtherExpensesGrp/TotalAmt189825
IRS990/OtherExpensesGrp/TotalAmt254448
IRS990/OtherExpensesGrp/TotalAmt344687
IRS990/OtherLiabilitiesGrp/BOYAmt01
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt099639
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0896751
IRS990/OtherSalariesAndWagesGrp/TotalAmt0996390
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt010799
IRS990/PayrollTaxesGrp/ProgramServicesAmt097191
IRS990/PayrollTaxesGrp/TotalAmt0107990
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt027437
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt029196
IRS990/PrincipalOfficerNm0REBECCA LINGO
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0EDUCATION TUITION
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02708304
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02708304
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt051019
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0649
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0925563
IRS990/PYOtherRevenueAmt0328399
IRS990/PYProgramServiceRevenueAmt02309585
IRS990/PYRevenuesLessExpensesAmt087920
IRS990/PYSalariesCompEmpBnftPaidAmt01676169
IRS990/PYTotalExpensesAmt02601732
IRS990/PYTotalRevenueAmt02689652
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-182849
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt02708304
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0846575
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0663726
IRS990/SavingsAndTempCashInvstGrp/BOYAmt018145
IRS990/SavingsAndTempCashInvstGrp/EOYAmt09676
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0347404
IRS990ScheduleD/BuildingsGrp/DepreciationAmt078448
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0425852
IRS990ScheduleD/EquipmentGrp/BookValueAmt011242
IRS990ScheduleD/EquipmentGrp/DepreciationAmt035687
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt046929
IRS990ScheduleD/ExpensesSubtotalAmt02919285
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt072451
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0102222
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0174673
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt088995
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0241998
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0330993
IRS990ScheduleD/RevenueSubtotalAmt02736436
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0520092
IRS990ScheduleD/TotalExpensesPerForm990Amt02919285
IRS990ScheduleD/TotalRevenuePerForm990Amt02736436
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02736436
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02919285
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0WHEATON MONTESSORI SCHOOL HAS PUBLISHED THROUGH THE LOCAL NEWSPAPER ITS POLICY OF RACIAL NON-DISCRIMINATION.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule E, Line 4 - Explanation of Records and Materials Not Maintained
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2Schedule E, Line 5 - Explanation of Organization Discrimination by Race
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ADULT MEMBERS OF TWO FAMILIES ARE EMPLOYED BY THE SCHOOL AS TEACHERS AND ADMINISTRATORS, AND ARE OFFICERS AND DIRECTORS OF THE SCHOOL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERS OF THE GOVERNING BODY DISCUSSED AND REVIEWED THE FORM 990 AND SCHEDULES PRIOR TO ITS BEING FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PERIODIC DISCUSSION OF THE CONFLICTS OF INTEREST POLICY WITH THE ENTIRE STAFF.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0IL
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01370959
IRS990/TotalAssetsEOYAmt01170998
IRS990/TotalAssetsGrp/BOYAmt01370959
IRS990/TotalAssetsGrp/EOYAmt01170998
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt027149
IRS990/TotalEmployeeCnt027
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0265632
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02653653
IRS990/TotalFunctionalExpensesGrp/TotalAmt02919285
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0524384
IRS990/TotalLiabilitiesEOYAmt0507272
IRS990/TotalLiabilitiesGrp/BOYAmt0524384
IRS990/TotalLiabilitiesGrp/EOYAmt0507272
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0846575
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0663726
IRS990/TotalProgramServiceExpensesAmt02653653
IRS990/TotalProgramServiceRevenueAmt02708304
IRS990/TotalReportableCompFromOrgAmt0486803
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02709287
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02736436
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01370959
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01170998
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01980 NORTH GARY AVENUE
IRS990/USAddress/CityNm0WHEATON
IRS990/USAddress/StateAbbreviationCd0IL
IRS990/USAddress/ZIPCd060187
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0WWW.WHEATONMONTESSORI.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0REBECCA LINGO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WHEATON MONTESSORI SCHOOL
ReturnHeader/Filer/BusinessNameControlTxt0WHEA
ReturnHeader/Filer/EIN0364369515
ReturnHeader/Filer/PhoneNum06306535100
ReturnHeader/Filer/USAddress/AddressLine1Txt01980 NORTH GARY AVENUE

Document Assets

No mirrored PDF or thumbnail assets are attached yet.