Civic Intelligence

Downtown Montessori Academy Inc.

EIN 39-1851636 • 501(c)3 • Milwaukee, WI

Pub. 78 Eligible

View Organization Page

Profile

To create a montessori environment where the child's early experiences with learning will help him or her to become a self-confident, competent, cooperative adult.

2507 S Graham StreetMilwaukee, WI 53207

www.downtownmontessori.com

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.58x

Higher debt load relative to assets than 82% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

87th percentile

1.36x

Higher debt load relative to revenue than 87% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2023

Net Margin

21st percentile

-9.3%

Higher net margin than 21% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

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

Asset Growth

14th percentile

-7.7%

Faster asset growth than 14% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

40th percentile

2.6%

Faster revenue growth than 40% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Down

$6,561,781

Down $161,210 (-2.4%) from 2023

Liabilities

Down

$3,709,890

Down $169,735 (-4.4%) from 2023

Net Assets

Up

$2,851,891

Up $8,525 (+0.3%) from 2023

Operations
Liabilities / Revenue87th percentileNet Margin21st percentile

Revenue

Up

$3,316,533

Up $458,224 (+16%) from 2023

Expenses

Up

$3,308,008

Up $183,053 (+5.9%) from 2023

Net Income

Up

$8,525

Up $275,171 (+103%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth14th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $456,321Liabilities 2011: $114,896Net Assets 2011: $341,4252011Assets 2012: $1,256,910Liabilities 2012: $652,745Net Assets 2012: $604,1652012Assets 2013: $1,539,730Liabilities 2013: $723,072Net Assets 2013: $816,6582013Assets 2014: $2,529,375Liabilities 2014: $1,463,335Net Assets 2014: $1,066,0402014Assets 2015: $3,313,249Liabilities 2015: $2,066,447Net Assets 2015: $1,246,8022015Assets 2016: $3,458,558Liabilities 2016: $1,989,118Net Assets 2016: $1,469,4402016Assets 2017: $3,476,871Liabilities 2017: $1,904,718Net Assets 2017: $1,572,1532017Assets 2018: $3,575,291Liabilities 2018: $1,834,333Net Assets 2018: $1,740,9582018Assets 2019: $3,715,003Liabilities 2019: $1,691,469Net Assets 2019: $2,023,5342019Assets 2020: $3,968,645Liabilities 2020: $1,661,945Net Assets 2020: $2,306,7002020Assets 2021: $4,315,296Liabilities 2021: $1,338,287Net Assets 2021: $2,977,0092021Assets 2022: $7,279,991Liabilities 2022: $4,100,477Net Assets 2022: $3,179,5142022Assets 2023: $6,722,991Liabilities 2023: $3,879,625Net Assets 2023: $2,843,3662023Assets 2024: $6,561,781Liabilities 2024: $3,709,890Net Assets 2024: $2,851,8912024

Highlighted filing

2024

Assets$6,561,781
Liabilities$3,709,890
Net Assets$2,851,891
Open 2024 Filing

Operations Trend

Revenue Growth40th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $1,224,800Expenses 2011: $1,153,736Net Income 2011: $71,0642011Revenue 2012: $1,506,713Expenses 2012: $1,243,973Net Income 2012: $262,7402012Revenue 2013: $1,698,116Expenses 2013: $1,485,623Net Income 2013: $212,4932013Revenue 2014: $1,961,665Expenses 2014: $1,712,283Net Income 2014: $249,3822014Revenue 2015: $2,147,888Expenses 2015: $1,967,126Net Income 2015: $180,7622015Revenue 2016: $2,314,035Expenses 2016: $2,091,397Net Income 2016: $222,6382016Revenue 2017: $2,422,865Expenses 2017: $2,320,152Net Income 2017: $102,7132017Revenue 2018: $2,620,439Expenses 2018: $2,451,634Net Income 2018: $168,8052018Revenue 2019: $2,824,190Expenses 2019: $2,541,614Net Income 2019: $282,5762019Revenue 2020: $2,947,685Expenses 2020: $2,664,519Net Income 2020: $283,1662020Revenue 2021: $3,142,574Expenses 2021: $2,472,265Net Income 2021: $670,3092021Revenue 2022: $2,785,581Expenses 2022: $2,583,076Net Income 2022: $202,5052022Revenue 2023: $2,858,309Expenses 2023: $3,124,955Net Income 2023: -$266,6462023Revenue 2024: $3,316,533Expenses 2024: $3,308,008Net Income 2024: $8,5252024

Highlighted filing

2024

Revenue$3,316,533
Expenses$3,308,008
Net Income$8,525
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$6,561,781
Liabilities
$3,709,890
Net assets
$2,851,891
Revenue
$3,316,533
Expenses
$3,308,008
Net income
$8,525
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.56$3.71$2.85$3.32$3.31$0.01
2023Detailed filing. Detailed filing data is available for this year.$6.72$3.88$2.84$2.86$3.12$0.27
2022Detailed filing. Detailed filing data is available for this year.$7.28$4.10$3.18$2.79$2.58$0.20
2021Detailed filing. Detailed filing data is available for this year.$4.32$1.34$2.98$3.14$2.47$0.67
2020Detailed filing. Detailed filing data is available for this year.$3.97$1.66$2.31$2.95$2.66$0.28
2019Detailed filing. Detailed filing data is available for this year.$3.72$1.69$2.02$2.82$2.54$0.28
2018Detailed filing. Detailed filing data is available for this year.$3.58$1.83$1.74$2.62$2.45$0.17
2017Detailed filing. Detailed filing data is available for this year.$3.48$1.90$1.57$2.42$2.32$0.10
2016Detailed filing. Detailed filing data is available for this year.$3.46$1.99$1.47$2.31$2.09$0.22
2015Summary only. Only limited summary data is available for this year.$3.31$2.07$1.25$2.15$1.97$0.18
2014Summary only. Only limited summary data is available for this year.$2.53$1.46$1.07$1.96$1.71$0.25
2013Summary only. Only limited summary data is available for this year.$1.54$0.72$0.82$1.70$1.49$0.21
2012Summary only. Only limited summary data is available for this year.$1.26$0.65$0.60$1.51$1.24$0.26
2011Summary only. Only limited summary data is available for this year.$0.46$0.11$0.34$1.22$1.15$0.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Jan 15, 2025
Return Version
2023v6.0
Gross Receipts
$3,330,567
Mission and Program Overview

Mission

To create a montessori environment where the child's early experiences with learning will help him or her to become a self-confident, competent, cooperative adult.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$5,827,960$5,646,072▼ $181,888
Savings and Temporary Cash Investments$848,424$824,288▼ $24,136
Pledges and Grants Receivable$20,776$32,765▲ $11,989
Intangible Assets-$23,794-
Prepaid Expenses and Deferred Charges$15,202$18,532▲ $3,330
Accounts Receivable$3,978$14,012▲ $10,034
Cash and Non-Interest-Bearing Accounts$6,651$2,318▼ $4,333
Total Assets$6,722,991$6,561,781▼ $161,210
Liabilities
Mortgage Notes Payable Secured by Investment Property$3,625,931$3,408,959▼ $216,972
Accounts Payable and Accrued Expenses$245,299$288,829▲ $43,530
Deferred Revenue$8,395$12,102▲ $3,707
Total Liabilities$3,879,625$3,709,890▼ $169,735
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,836,321$2,851,891▲ $15,570
Net Assets With Donor Restrictions$7,045$0▼ $7,045
Total Net Assets Fund Balance$2,843,366$2,851,891▲ $8,525
Total Liabilities and Net Assets / Fund Balance$6,722,991$6,561,781▼ $161,210

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$5,323,617$1,157,521$6,481,138
Other Land Buildings$176,580$270,726$447,306
Equipment$56,083$376,487$432,570
Land$89,792-$89,792
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ian SpanicExecutive DirectorFT$124,988$15,643$140,631
Colleen McquadeHead of SchoolFT$112,657$471$113,128

Board Members and Trustees

NameTitle
Michael MoorePresident
Travis RhoadesVice President
Heather HeavilandDirector
Howard AustinDirector
Michelle HakeTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,723,669
Program Service Revenue
$547,620
Investment Income
$13,376
Other Revenue
$31,868
All Other Contributions
$13,634
Change in Net Assets
$8,525

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,316,533
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$14,034
Total Revenue per Audited Statements
$3,330,567
Total Revenue per Form 990
$3,316,533
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,113,062
Other Expenses$1,194,946
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,429,567$92,174-$1,521,741
Current Officers, Directors, Trustees, and Key Employees$101,815$151,943-$253,758
Depreciation Depletion$202,591$22,510-$225,101
Occupancy$184,601$26,483-$211,084
Other Employee Benefits$179,639$18,868-$198,507
Interest-$187,792-$187,792
Payroll Taxes$121,581$17,475-$139,056
All Other Expenses$114,324$4,350-$118,674
Fees for Services Accounting-$44,018-$44,018
Other Expenses$43,973$50,726-$43,973
Insurance-$35,583-$35,583
Fees for Services Other-$31,636-$31,636
Advertising$27,305--$27,305
Information Technology$21,112$2,263-$23,375
Office Expenses$5,840$8,440-$14,280
Total Functional Expenses$2,552,315$755,693$0$3,308,008

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$3,322,042
Expenses per Audited Statements$3,308,008
Total Expenses per Form 990$3,308,008
Expenses Not Reported on Form 990$14,034
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$41,335
Fundraising Direct Expenses$14,034
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Coffee & Kringle Fundraiser$17,765$17,765$10,286$7,479
Total Events$41,335$41,335$14,034$27,301
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
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 B, Line 11B

“Line 11b explanation - the 990 is either sent electronically or presented in person depending on the meeting schedule for review by all board members. If there are any questions or comments these are addressed and any necessary changes made.”

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

“All board members review conflict of interest policy and sign that this is not applicable. This is done on an annual basis.”

Form 990, Part VI, Section B, Line 15

“The board engages an independent human resources firm to conduct a study of salaries for comparable positions. Compensation is established and approved based on the recommendations and findings of the study.”

Form 990, Part VI, Section C, Line 19

“All documents are available at the school's office.”

Filing and Contact Details

Filer

Filer Name
Downtown Montessori Academy Inc
EIN
39-1851636
Phone
4147446005
Address
2507 S GRAHAM STREET, MILWAUKEE, WI 53207

Signing Officer

Name
Ian Spanic
Title
Executive Director
Phone
4147446005
Signed
2025-01-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ian Spanic
Formed
1976
Legal Domicile
Wi
Voting Board Members
5
Independent Board Members
5
Employees
49
Volunteers
240

Preparer

Firm
Ritz Holman Llp
Address
330 E KILBOURN AVE SUITE 222, MILWAUKEE, WI 53202
Preparer
Katy L Sommer
Phone
4142711451
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The organization is exempt from federal income tax under section 501(c)(3) of the internal revenue code and has been classified as an organization other than a private foundation. The organization follows accounting for uncertainty in income taxes which describes a recognition and measurement of a tax position taken or expected to be taken and also provides guidance on derecognition, interest and penalties, and disclosure. Management has reviewed all tax positions taken, if any, and those expected to be taken in future tax returns. As of june 30, 2024 the organization had no amounts related to unrecognized income tax benefits and no amounts related to accrued interest and penalties. The organization does not anticipate any significant changes to unrecognized income tax benefits over the next year. The organization is no longer subject to u.s. Federal income tax examinations for years ending before june 30, 2017.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Fundraising expense 14,034.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Fundraising expense 14,034.”

Raw XML AppendixShowing 400 of 448 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.

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IRS990/ActivityOrMissionDesc0TO CREATE A MONTESSORI ENVIRONMENT WHERE THE CHILD'S EARLY EXPERIENCES WITH LEARNING WILL HELP HIM OR HER TO BECOME A SELF-CONFIDENT, COMPETENT, COOPERATIVE ADULT.
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IRS990/Desc0DOWNTOWN MONTESSORI ACADEMY IS A SMALL, DIVERSE, COMMUNITY-FOCUSED MONTESSORI ELEMENTARY SCHOOL THAT HAS BEEN SERVING FAMILIES SINCE 1976. AS A CITY OF MILWAUKEE CHARTER SCHOOL, STUDENTS WHO REACH AGE 4 BY SEPTEMBER 1 CAN ATTEND OUR SCHOOL WITH TUITION PROVIDED BY PUBLIC FUNDS. OUR MISSION IS TO PROVIDE A MONTESSORI EDUCATION TO A DIVERSE GROUP OF K3-8TH GRADE STUDENTS. WE ARE A TITLE I SCHOOL OF RECOGNITION, AND WE HAVE GROWN TO SERVE NEARLY 300 CHILDREN AND FAMILIES, PROVIDING AN INTIMATE SMALL-SCHOOL ENVIRONMENT, UPGRADED FACILITIES, AND AN AWARD-WINNING OUTDOOR CLASSROOM AND PLAY SPACE. WE CONTINUALLY ENGAGE WITH THE BROADER COMMUNITY TO LEVERAGE RESOURCES TO PROVIDE A RICH LEARNING ENVIRONMENT FOR OUR STUDENTS.
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IRS990/InterestGrp/TotalAmt0187792
IRS990/InvestmentIncomeGrp/ExclusionAmt013376
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt013376
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt07
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01804734
IRS990/LandBldgEquipBasisNetGrp/BOYAmt05827960
IRS990/LandBldgEquipBasisNetGrp/EOYAmt05646072
IRS990/LandBldgEquipCostOrOtherBssAmt07450806
IRS990/LegalDomicileStateCd0WI
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO CREATE A MONTESSORI ENVIRONMENT WHERE THE CHILD'S EARLY EXPERIENCES WITH LEARNING WILL HELP HIM OR HER TO BECOME A SELF-CONFIDENT, COMPETENT, COOPERATIVE ADULT.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt03625931
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt03408959
IRS990/NetAssetsOrFundBalancesBOYAmt02843366
IRS990/NetAssetsOrFundBalancesEOYAmt02851891
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt027301
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt027301
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02836321
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt02851891
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt026483
IRS990/OccupancyGrp/ProgramServicesAmt0184601
IRS990/OccupancyGrp/TotalAmt0211084
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt08440
IRS990/OfficeExpensesGrp/ProgramServicesAmt05840
IRS990/OfficeExpensesGrp/TotalAmt014280
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt018868
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0179639
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0198507
IRS990/OtherExpensesGrp/Desc0INDEPENDENT INSTRUCTORS
IRS990/OtherExpensesGrp/Desc1LICENSE AND FEES
IRS990/OtherExpensesGrp/Desc2DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc3CLASSROOM SUPPLIES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt061432
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt150726
IRS990/OtherExpensesGrp/ProgramServicesAmt0119442
IRS990/OtherExpensesGrp/ProgramServicesAmt1525
IRS990/OtherExpensesGrp/ProgramServicesAmt243973
IRS990/OtherExpensesGrp/TotalAmt0119442
IRS990/OtherExpensesGrp/TotalAmt161957
IRS990/OtherExpensesGrp/TotalAmt250726
IRS990/OtherExpensesGrp/TotalAmt343973
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt04567
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt04567
IRS990/OtherRevenueTotalAmt04567
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt092174
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01429567
IRS990/OtherSalariesAndWagesGrp/TotalAmt01521741
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt017475
IRS990/PayrollTaxesGrp/ProgramServicesAmt0121581
IRS990/PayrollTaxesGrp/TotalAmt0139056
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt020776
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt032765
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt015202
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt018532
IRS990/PrincipalOfficerNm0IAN SPANIC
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0CHILD CARE
IRS990/ProgramServiceRevenueGrp/Desc1PROGRAM FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0523348
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt124272
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0523348
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt124272
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02359548
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt06453
IRS990/PYOtherExpensesAmt01072718
IRS990/PYOtherRevenueAmt022947
IRS990/PYProgramServiceRevenueAmt0469361
IRS990/PYRevenuesLessExpensesAmt0-266646
IRS990/PYSalariesCompEmpBnftPaidAmt02052237
IRS990/PYTotalExpensesAmt03124955
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02858309
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt08525
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0552187
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0848424
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0824288
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/BookValueAmt05323617
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01157521
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt06481138
IRS990ScheduleD/EquipmentGrp/BookValueAmt056083
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0376487
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0432570
IRS990ScheduleD/ExpensesNotReportedAmt014034
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt03308008
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt089792
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt089792
IRS990ScheduleD/OtherExpensesIncludedAmt014034
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0176580
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0270726
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0447306
IRS990ScheduleD/OtherRevenueAmt014034
IRS990ScheduleD/RevenueNotReportedAmt014034
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt03316533
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND HAS BEEN CLASSIFIED AS AN ORGANIZATION OTHER THAN A PRIVATE FOUNDATION. THE ORGANIZATION FOLLOWS ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES WHICH DESCRIBES A RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN AND ALSO PROVIDES GUIDANCE ON DERECOGNITION, INTEREST AND PENALTIES, AND DISCLOSURE. MANAGEMENT HAS REVIEWED ALL TAX POSITIONS TAKEN, IF ANY, AND THOSE EXPECTED TO BE TAKEN IN FUTURE TAX RETURNS. AS OF JUNE 30, 2024 THE ORGANIZATION HAD NO AMOUNTS RELATED TO UNRECOGNIZED INCOME TAX BENEFITS AND NO AMOUNTS RELATED TO ACCRUED INTEREST AND PENALTIES. THE ORGANIZATION DOES NOT ANTICIPATE ANY SIGNIFICANT CHANGES TO UNRECOGNIZED INCOME TAX BENEFITS OVER THE NEXT YEAR. THE ORGANIZATION IS NO LONGER SUBJECT TO U.S. FEDERAL INCOME TAX EXAMINATIONS FOR YEARS ENDING BEFORE JUNE 30, 2017.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1FUNDRAISING EXPENSE 14,034.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2FUNDRAISING EXPENSE 14,034.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt05646072
IRS990ScheduleD/TotalExpensesPerForm990Amt03308008
IRS990ScheduleD/TotalRevenuePerForm990Amt03316533
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03330567
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03322042
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd01
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE PUBLICITY REQUIREMENT OF SUBSECTION 1 OF 4.03 DOES NOT APPLY BASED ON SUBSECTION 2, 4.03 LETTER C.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1THE ACADEMY IS A CHARTER SCHOOL THAT RECEIVES FUNDS FROM WISCONSIN DEPARTMENT OF PUBLIC INSTRUCTION WHICH PROVIDES A PER PUPIL FEE WHICH IS BASED OFF OF FULL-TIME ENROLLMENT.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, PART I, LINE 6
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt014034
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0COFFEE & KRINGLE FUNDRAISER
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt017765
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt023570
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt041335
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt017765
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt023570
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt041335
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt027301
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt03748
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt014034
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt010286
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LINE 11B EXPLANATION - THE 990 IS EITHER SENT ELECTRONICALLY OR PRESENTED IN PERSON DEPENDING ON THE MEETING SCHEDULE FOR REVIEW BY ALL BOARD MEMBERS. IF THERE ARE ANY QUESTIONS OR COMMENTS THESE ARE ADDRESSED AND ANY NECESSARY CHANGES MADE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL BOARD MEMBERS REVIEW CONFLICT OF INTEREST POLICY AND SIGN THAT THIS IS NOT APPLICABLE. THIS IS DONE ON AN ANNUAL BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD ENGAGES AN INDEPENDENT HUMAN RESOURCES FIRM TO CONDUCT A STUDY OF SALARIES FOR COMPARABLE POSITIONS. COMPENSATION IS ESTABLISHED AND APPROVED BASED ON THE RECOMMENDATIONS AND FINDINGS OF THE STUDY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL DOCUMENTS ARE AVAILABLE AT THE SCHOOL'S OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0WI
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt06722991
IRS990/TotalAssetsEOYAmt06561781
IRS990/TotalAssetsGrp/BOYAmt06722991
IRS990/TotalAssetsGrp/EOYAmt06561781
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt02723669
IRS990/TotalEmployeeCnt049
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0755693
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02552315
IRS990/TotalFunctionalExpensesGrp/TotalAmt03308008
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03879625
IRS990/TotalLiabilitiesEOYAmt03709890
IRS990/TotalLiabilitiesGrp/BOYAmt03879625
IRS990/TotalLiabilitiesGrp/EOYAmt03709890
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02843366
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02851891
IRS990/TotalOtherCompensationAmt016114
IRS990/TotalProgramServiceExpensesAmt02552315
IRS990/TotalProgramServiceRevenueAmt0547620
IRS990/TotalReportableCompFromOrgAmt0237645
IRS990/TotalRevenueGrp/ExclusionAmt040677

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