Civic Intelligence

Wisconsin Montessori Society Inc

EIN 39-1016541 • 501(c)3 • Milwaukee, WI

Profile

Mission: educating youngsters to become an informed, committed, and difference-making generation. Vision: educating children to graduate as informed, engaged, ethically minded citizens of the world that they inherit. Purpose: milwaukee montessori school is a private independent day school dedicated to expanding the human potential of all children for the purpose of educating them for a freer, safer, world. The work of our faculty and staff advances our ideas rooted in our belief in democracy, personal freedom, solidarity with those at the periphery of society, the well-being of our planet, and educating children to become informed, engaged, ethically minded citizens for the world that they will inherit.

345 North 95th StreetMilwaukee, WI 53226

milwaukee-montessori.org

Siviq Scores

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

Liabilities / Assets

51st percentile

0.19x

Higher debt load relative to assets than 51% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Liabilities / Revenue

63rd percentile

0.38x

Higher debt load relative to revenue than 63% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Net Margin

46th percentile

3.0%

Higher net margin than 46% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Top Officer Pay

66th percentile

$239,091

Higher top officer pay than 66% of similar nonprofits.

Top officer pay equals 3.2% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Asset Growth

50th percentile

4.3%

Faster asset growth than 50% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Revenue Growth

30th percentile

-1.8%

Faster revenue growth than 30% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets51st percentile

Assets

Up

$15,168,771

Up $624,261 (+4.3%) from 2024

Liabilities

Up

$2,836,248

Up $239,478 (+9.2%) from 2024

Net Assets

Up

$12,332,523

Up $384,783 (+3.2%) from 2024

Operations
Liabilities / Revenue63rd percentileNet Margin46th percentile

Revenue

Down

$7,519,817

Down $135,028 (-1.8%) from 2024

Expenses

Up

$7,294,500

Up $877,560 (+14%) from 2024

Net Income

Down

$225,317

Down $1,012,588 (-82%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth50th percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $6,126,427Liabilities 2011: $2,795,800Net Assets 2011: $3,330,6272011Assets 2012: $5,832,545Liabilities 2012: $2,580,328Net Assets 2012: $3,252,2172012Assets 2013: $5,716,155Liabilities 2013: $2,208,247Net Assets 2013: $3,507,9082013Assets 2014: $5,807,747Liabilities 2014: $1,930,092Net Assets 2014: $3,877,6552014Assets 2015: $5,942,849Liabilities 2015: $1,731,564Net Assets 2015: $4,211,2852015Assets 2016: $6,083,927Liabilities 2016: $1,480,744Net Assets 2016: $4,603,1832016Assets 2017: $6,642,538Liabilities 2017: $1,504,851Net Assets 2017: $5,137,6872017Assets 2018: $7,830,140Liabilities 2018: $1,374,507Net Assets 2018: $6,455,6332018Assets 2019: $8,455,783Liabilities 2019: $1,353,248Net Assets 2019: $7,102,5352019Assets 2020: $11,317,467Liabilities 2020: $3,696,726Net Assets 2020: $7,620,7412020Assets 2021: $11,921,890Liabilities 2021: $3,215,949Net Assets 2021: $8,705,9412021Assets 2022: $12,863,252Liabilities 2022: $3,163,397Net Assets 2022: $9,699,8552022Assets 2023: $13,705,495Liabilities 2023: $3,131,038Net Assets 2023: $10,574,4572023Assets 2024: $14,544,510Liabilities 2024: $2,596,770Net Assets 2024: $11,947,7402024Assets 2025: $15,168,771Liabilities 2025: $2,836,248Net Assets 2025: $12,332,5232025

Highlighted filing

2025

Assets$15,168,771
Liabilities$2,836,248
Net Assets$12,332,523
Open 2025 Filing

Operations Trend

Revenue Growth30th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Expenses 2011: $4,105,7072011Expenses 2012: $4,535,9652012Revenue 2013: $4,594,024Expenses 2013: $4,338,333Net Income 2013: $255,6912013Revenue 2014: $4,641,138Expenses 2014: $4,271,391Net Income 2014: $369,7472014Revenue 2015: $4,675,428Expenses 2015: $4,341,798Net Income 2015: $333,6302015Revenue 2016: $4,608,525Expenses 2016: $4,216,627Net Income 2016: $391,8982016Revenue 2017: $5,346,776Expenses 2017: $4,812,272Net Income 2017: $534,5042017Revenue 2018: $6,156,461Expenses 2018: $4,838,515Net Income 2018: $1,317,9462018Revenue 2019: $5,555,838Expenses 2019: $4,908,936Net Income 2019: $646,9022019Revenue 2020: $5,385,094Expenses 2020: $4,866,888Net Income 2020: $518,2062020Revenue 2021: $6,092,899Expenses 2021: $5,007,699Net Income 2021: $1,085,2002021Revenue 2022: $6,437,977Expenses 2022: $5,358,392Net Income 2022: $1,079,5852022Revenue 2023: $6,720,100Expenses 2023: $5,949,428Net Income 2023: $770,6722023Revenue 2024: $7,654,845Expenses 2024: $6,416,940Net Income 2024: $1,237,9052024Revenue 2025: $7,519,817Expenses 2025: $7,294,500Net Income 2025: $225,3172025

Highlighted filing

2025

Revenue$7,519,817
Expenses$7,294,500
Net Income$225,317
Open 2025 Filing

Filings

Most recent year

2025 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$15,168,771
Liabilities
$2,836,248
Net assets
$12,332,523
Revenue
$7,519,817
Expenses
$7,294,500
Net income
$225,317
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.2$2.84$12.3$7.52$7.29$0.23
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.5$2.60$11.9$7.65$6.42$1.24
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.7$3.13$10.6$6.72$5.95$0.77
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.9$3.16$9.70$6.44$5.36$1.08
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.9$3.22$8.71$6.09$5.01$1.09
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.3$3.70$7.62$5.39$4.87$0.52
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.46$1.35$7.10$5.56$4.91$0.65
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.83$1.37$6.46$6.16$4.84$1.32
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.64$1.50$5.14$5.35$4.81$0.53
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.08$1.48$4.60$4.61$4.22$0.39
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.94$1.73$4.21$4.68$4.34$0.33
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.81$1.93$3.88$4.64$4.27$0.37
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.72$2.21$3.51$4.59$4.34$0.26
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.83$2.58$3.25$4.54
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.13$2.80$3.33$4.11
Latest Detailed Filing

The latest 2025 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2023 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 8, 2023
Return Version
2022v5.0
Gross Receipts
$6,891,527
Mission and Program Overview

Mission

Milwaukee montessori school provides a challenging, individualized educational experience founded in a rigorous montessori curriculum with the objective of developing independent-thinking students of knowledge, courage, integrity, and compassion.

Educating youngsters to become an informed, committed, and difference-making generation

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$7,509,265$7,525,717▲ $16,452
Cash and Non-Interest-Bearing Accounts$4,155,440$4,993,048▲ $837,608
Investments Other Securities$614,208$708,483▲ $94,275
Pledges and Grants Receivable$368,164$300,026▼ $68,138
Accounts Receivable$72,411$69,176▼ $3,235
Prepaid Expenses and Deferred Charges$98,163$61,409▼ $36,754
Savings and Temporary Cash Investments$45,601$47,636▲ $2,035
Total Assets$12,863,252$13,705,495▲ $842,243
Liabilities
Mortgage Notes Payable Secured by Investment Property$2,060,932$1,683,217▼ $377,715
Deferred Revenue$739,752$712,491▼ $27,261
Accounts Payable and Accrued Expenses$317,112$687,694▲ $370,582
Other Liabilities$45,601$47,636▲ $2,035
Total Liabilities$3,163,397$3,131,038▼ $32,359
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$9,623,002$10,445,457▲ $822,455
Net Assets With Donor Restrictions$76,853$129,000▲ $52,147
Total Net Assets Fund Balance$9,699,855$10,574,457▲ $874,602
Total Liabilities and Net Assets / Fund Balance$12,863,252$13,705,495▲ $842,243

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$5,850,889$2,711,816$8,562,705
Buildings$545,501$730,118$1,275,619
Equipment$123,913$582,508$706,421
Land$652,246-$652,246
Other Land Buildings$353,168-$353,168
Other Securities$708,483--
Compensation and Service Providers
Top Officer Pay66th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Monica Van AkenHead of SchoolFT$186,922$10,837$197,759

Board Members and Trustees

NameTitle
Katherine LewisPresident
KATHLEEN O'BRIENVice President
Christian WaltersTrustee
Julie LedgerTrustee
Mona ShahTrustee
Will LoderTrustee
Rob DejongTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Leffler Commercial & Industiral CleaningCleaning1325 N 72ND ST, Wauwatosa, WI 53213$147,080
Revenue and Support

Revenue Composition

Contributions and Grants
$342,707
Program Service Revenue
$6,304,013
Investment Income
$75,850
Other Revenue
$-2,470
All Other Contributions
$340,132
Change in Net Assets
$770,672

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,720,100
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$100,112
Total Revenue per Audited Statements
$6,820,212
Total Revenue per Form 990
$6,720,100
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,122,254
Other Expenses$1,827,174
Total Fundraising Expense$60,697
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,388,935$731,650$43,232$3,163,817
Other Employee Benefits$387,445$116,370$6,915$510,730
Depreciation Depletion$281,140$83,532$4,979$369,651
Payroll Taxes$188,402$55,978$3,336$247,716
Current Officers, Directors, Trustees, and Key Employees$170,420$27,534$2,037$199,991
Conferences and Meetings$152,083$6,991-$159,074
Office Expenses$124,864--$124,864
All Other Expenses$86,592$9,960$39$96,591
Insurance$72,304$5,858$20$78,182
Advertising$47,330$14,068-$61,398
Fees for Services Legal$45,693$13,582-$59,275
Interest$44,581$13,251-$57,832
Other Expenses$35,628$12,409$139$35,628
Fees for Services Accounting$17,244$5,126-$22,370
Fees for Service Investment Mgmnt Fees$3,057$761-$3,818
Fees for Services Other$649$192-$841
Total Functional Expenses$4,715,133$1,173,598$60,697$5,949,428

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$5,949,428
Expenses per Audited Statements$5,945,610
Total Expenses per Audited Statements$5,945,610
Expenses Not Reported on Financial Statements$3,818
Other Expense Adjustments$3,818
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$96,224
Fundraising Gross Income$88,623
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Icestorm Drone Event$79,713$77,138$23,269$53,869
Online Auction$11,485$11,485$853$10,632
Total Events$91,198$88,623$96,224$-7,601
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Reserve for Unemployment Comp$47,636
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
Other officer compensation reviewed
Yes
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 8B

“Committee report is included in full board minutes.”

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

“The 990 is reviewed by the business manager, treasurer, finance committee and board president. It is provided by e-mail.”

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

“The policy is reviewed by the board as new situations develop. Each director discloses to the board of directors any conflict of interest whenever the conflict pertains to the matter being considered by the board. Any director having a conflict of interest shall abstain from voting on the matter and shall not use his or her personal influence on the matter.”

Form 990, Part VI, Section B, Line 15

“The executive committee of the board sets the head of the school's compensation. The head of the school sets the business manager's compensation. Nais benchmarks are reviewed for compensation comparisons.”

Form 990, Part VI, Section C, Line 19

“The governing documents, conflict of interest policy and financial statements are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Wisconsin Montessori Society Inc
EIN
39-1016541
Phone
4142590370
Address
345 NORTH 95TH STREET, MILWAUKEE, WI 53226

Signing Officer

Name
Katherine Lewis
Title
President
Phone
4142590370
Signed
2023-11-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Katherine Lewis
Formed
1961
Legal Domicile
Wi
Voting Board Members
7
Independent Board Members
7
Employees
119
Volunteers
25

Preparer

Firm
Vrakas Sc
Address
445 SOUTH MOORLAND RD SUITE 400, BROOKFIELD, WI 53005
Preparer
Karelyn J Beck
Phone
2627970400
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“School management believes that it has appropriate support for any tax positions related to unrelated business activities, if any, and as such, does not have any uncertain tax positions that are material to the financial statements.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Investment management fees -3,818. Unrealized gain on investments 103,930.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Investment management fees”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Investment management fees 3,818.”

Raw XML AppendixShowing 400 of 542 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/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0317112
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0687694
IRS990/AccountsReceivableGrp/BOYAmt072411
IRS990/AccountsReceivableGrp/EOYAmt069176
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0EDUCATING YOUNGSTERS TO BECOME AN INFORMED, COMMITTED, AND DIFFERENCE-MAKING GENERATION
IRS990/AdvertisingGrp/ManagementAndGeneralAmt014068
IRS990/AdvertisingGrp/ProgramServicesAmt047330
IRS990/AdvertisingGrp/TotalAmt061398
IRS990/AllOtherContributionsAmt0340132
IRS990/AllOtherExpensesGrp/FundraisingAmt039
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt09960
IRS990/AllOtherExpensesGrp/ProgramServicesAmt086592
IRS990/AllOtherExpensesGrp/TotalAmt096591
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0DEBBIE MATHER
IRS990/BooksInCareOfDetail/PhoneNum04142590370
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0345 NORTH 95TH STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0MILWAUKEE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd053226
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt04155440
IRS990/CashNonInterestBearingGrp/EOYAmt04993048
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt02037
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt027534
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0170420
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0199991
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt06991
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0152083
IRS990/ConferencesMeetingsGrp/TotalAmt0159074
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0147080
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt01325 N 72ND ST
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0WAUWATOSA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0WI
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd053213
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0LEFFLER COMMERCIAL & INDUSTIRAL CLEANING
IRS990/ContractorCompensationGrp/ServicesDesc0CLEANING
IRS990/ContriRptFundraisingEventAmt02575
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0342707
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt075850
IRS990/CYOtherExpensesAmt01827174
IRS990/CYOtherRevenueAmt0-2470
IRS990/CYProgramServiceRevenueAmt06304013
IRS990/CYRevenuesLessExpensesAmt0770672
IRS990/CYSalariesCompEmpBnftPaidAmt04122254
IRS990/CYTotalExpensesAmt05949428
IRS990/CYTotalFundraisingExpenseAmt060697
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt06720100
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt0739752
IRS990/DeferredRevenueGrp/EOYAmt0712491
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/FundraisingAmt04979
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt083532
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0281140
IRS990/DepreciationDepletionGrp/TotalAmt0369651
IRS990/Desc0MONTESSORI SCHOOL AND DAY CARE PROGRAM - TAUGHT AND COUNSELED CHILDREN OF ALL AGES IN THE COMMON CLASSICAL BRANCHES OF LEARNING: PHILOSOPHY, RHETORIC, MUSIC, LANGUAGE, THE ARTS AND SCIENCES. MONTESSORI SCHOOL SERVES APPROXIMATELY 400 CHILDREN EACH YEAR.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt076853
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0129000
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt0119
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt04715133
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt05126
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt017244
IRS990/FeesForServicesAccountingGrp/TotalAmt022370
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt013582
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt045693
IRS990/FeesForServicesLegalGrp/TotalAmt059275
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0192
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0649
IRS990/FeesForServicesOtherGrp/TotalAmt0841
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt0761
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt03057
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt03818
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt550.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.25
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt510837
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/PersonNm0JULIE LEDGER
IRS990/Form990PartVIISectionAGrp/PersonNm1CHRISTIAN WALTERS
IRS990/Form990PartVIISectionAGrp/PersonNm2WILL LODER
IRS990/Form990PartVIISectionAGrp/PersonNm3MONA SHAH
IRS990/Form990PartVIISectionAGrp/PersonNm4KATHLEEN O'BRIEN
IRS990/Form990PartVIISectionAGrp/PersonNm5MONICA VAN AKEN
IRS990/Form990PartVIISectionAGrp/PersonNm6ROB DEJONG
IRS990/Form990PartVIISectionAGrp/PersonNm7KATHERINE LEWIS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt5186922
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5HEAD OF SCHOOL
IRS990/Form990PartVIISectionAGrp/TitleTxt6TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt7PRESIDENT
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01961
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt02575
IRS990/FundraisingDirectExpensesAmt096224
IRS990/FundraisingGrossIncomeAmt088623
IRS990/GainOrLossGrp/OtherAmt0-5706
IRS990/GainOrLossGrp/SecuritiesAmt0-11155
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt058342
IRS990/GrossReceiptsAmt06891527
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/FundraisingAmt020
IRS990/InsuranceGrp/ManagementAndGeneralAmt05858
IRS990/InsuranceGrp/ProgramServicesAmt072304
IRS990/InsuranceGrp/TotalAmt078182
IRS990/InterestGrp/ManagementAndGeneralAmt013251
IRS990/InterestGrp/ProgramServicesAmt044581
IRS990/InterestGrp/TotalAmt057832
IRS990/InvestmentIncomeGrp/ExclusionAmt092711
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt092711
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0614208
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0708483
IRS990/IRPDocumentCnt042
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt04024442
IRS990/LandBldgEquipBasisNetGrp/BOYAmt07509265
IRS990/LandBldgEquipBasisNetGrp/EOYAmt07525717
IRS990/LandBldgEquipCostOrOtherBssAmt011550159
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt05706
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt069497
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0MISSION: EDUCATING YOUNGSTERS TO BECOME AN INFORMED, COMMITTED, AND DIFFERENCE-MAKING GENERATION. VISION: EDUCATING CHILDREN TO GRADUATE AS INFORMED, ENGAGED, ETHICALLY MINDED CITIZENS OF THE WORLD THAT THEY INHERIT. PURPOSE: MILWAUKEE MONTESSORI SCHOOL IS A PRIVATE INDEPENDENT DAY SCHOOL DEDICATED TO EXPANDING THE HUMAN POTENTIAL OF ALL CHILDREN FOR THE PURPOSE OF EDUCATING THEM FOR A FREER, SAFER, WORLD. THE WORK OF OUR FACULTY AND STAFF ADVANCES OUR IDEAS ROOTED IN OUR BELIEF IN DEMOCRACY, PERSONAL FREEDOM, SOLIDARITY WITH THOSE AT THE PERIPHERY OF SOCIETY, THE WELL-BEING OF OUR PLANET, AND EDUCATING CHILDREN TO BECOME INFORMED, ENGAGED, ETHICALLY MINDED CITIZENS FOR THE WORLD THAT THEY WILL INHERIT.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt02060932
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt01683217
IRS990/NetAssetsOrFundBalancesBOYAmt09699855
IRS990/NetAssetsOrFundBalancesEOYAmt010574457
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-16861
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-16861
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-7601
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-7601
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0103930
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt09623002
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt010445457
IRS990/NoncashContributionsAmt0591
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ProgramServicesAmt0124864
IRS990/OfficeExpensesGrp/TotalAmt0124864
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt06915
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0116370
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0387445
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0510730
IRS990/OtherExpensesGrp/Desc0EQUIPMENT RENTAL & MAIN
IRS990/OtherExpensesGrp/Desc1CONSULTING FEES
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc3COLLECTION FEE
IRS990/OtherExpensesGrp/FundraisingAmt0139
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt041491
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt134845
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt212409
IRS990/OtherExpensesGrp/ProgramServicesAmt0509788
IRS990/OtherExpensesGrp/ProgramServicesAmt1117230
IRS990/OtherExpensesGrp/ProgramServicesAmt241748
IRS990/OtherExpensesGrp/ProgramServicesAmt335628
IRS990/OtherExpensesGrp/TotalAmt0551418
IRS990/OtherExpensesGrp/TotalAmt1152075
IRS990/OtherExpensesGrp/TotalAmt254157
IRS990/OtherExpensesGrp/TotalAmt335628
IRS990/OtherLiabilitiesGrp/BOYAmt045601
IRS990/OtherLiabilitiesGrp/EOYAmt047636
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt05131
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt05131
IRS990/OtherRevenueTotalAmt05131
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt043232
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0731650
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02388935
IRS990/OtherSalariesAndWagesGrp/TotalAmt03163817
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt03336
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt055978
IRS990/PayrollTaxesGrp/ProgramServicesAmt0188402
IRS990/PayrollTaxesGrp/TotalAmt0247716
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0368164
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0300026
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt098163
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt061409
IRS990/PrincipalOfficerNm0KATHERINE LEWIS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/Desc0TUITION AND FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt06304013
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt06304013
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0486629
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0-58828
IRS990/PYOtherExpensesAmt01649272
IRS990/PYOtherRevenueAmt040763
IRS990/PYProgramServiceRevenueAmt05969413
IRS990/PYRevenuesLessExpensesAmt01079585
IRS990/PYSalariesCompEmpBnftPaidAmt03709120
IRS990/PYTotalExpensesAmt05358392
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt06437977
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0770672
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt06304013
IRS990/SavingsAndTempCashInvstGrp/BOYAmt045601
IRS990/SavingsAndTempCashInvstGrp/EOYAmt047636
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt0545501
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0730118
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01275619
IRS990ScheduleD/EquipmentGrp/BookValueAmt0123913
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0582508
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0706421
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt03818
IRS990ScheduleD/ExpensesSubtotalAmt05945610
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0652246
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0652246
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt05850889
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt02711816
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt08562705
IRS990ScheduleD/OtherExpensesNotIncludedAmt03818
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0353168
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0353168
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt047636
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0RESERVE FOR UNEMPLOYMENT COMP
IRS990ScheduleD/OtherRevenueAmt0100112
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0708483
IRS990ScheduleD/OtherSecuritiesGrp/Desc0MORGAN STANLEY
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/RevenueNotReportedAmt0100112
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt06720100
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0SCHOOL MANAGEMENT BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS RELATED TO UNRELATED BUSINESS ACTIVITIES, IF ANY, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1INVESTMENT MANAGEMENT FEES -3,818. UNREALIZED GAIN ON INVESTMENTS 103,930.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2INVESTMENT MANAGEMENT FEES
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3INVESTMENT MANAGEMENT FEES 3,818.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt07525717
IRS990ScheduleD/TotalBookValueSecuritiesAmt0708483
IRS990ScheduleD/TotalExpensesPerForm990Amt05949428
IRS990ScheduleD/TotalLiabilityAmt047636
IRS990ScheduleD/TotalRevenuePerForm990Amt06720100
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt06820212
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt05945610
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd00
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE WRITTEN POLICY IS POSTED ON THE SCHOOL'S WEBSITE AND IN THE FAMILY AND EMPLOYEE HANDBOOKS.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent2Amt024830
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt024830
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt02575
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt02575
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt096224
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt0557
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt033780
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt034337

Document Assets

No mirrored PDF or thumbnail assets are attached yet.