Civic Intelligence

North Shore Montessori School Inc

EIN 46-1333283 • 501(c)3 • Glendale, WI

Profile

Our mission - provide a pathway to an emotionally and intellectually fulfilling life through authentic montessori education, supporting the montessori lifestyle and philosophy at all stages of youth development.

4650 N Port Washington RdGlendale, WI 53212

www.montessorinorthshore.org

Siviq Scores

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

Liabilities / Assets

88th percentile

0.69x

Higher debt load relative to assets than 88% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

87th percentile

0.92x

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

45th percentile

2.1%

Higher net margin than 45% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

66th percentile

$98,106

Higher top officer pay than 66% of similar nonprofits.

Top officer pay equals 6.7% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

57th percentile

6.2%

Faster asset growth than 57% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

51st percentile

7.5%

Faster revenue growth than 51% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets88th percentile

Assets

Up

$1,969,477

Up $115,255 (+6.2%) from 2024

Liabilities

Up

$1,357,801

Up $84,351 (+6.6%) from 2024

Net Assets

Up

$611,676

Up $30,904 (+5.3%) from 2024

Operations
Liabilities / Revenue87th percentileNet Margin45th percentile

Revenue

Up

$1,474,413

Up $103,401 (+7.5%) from 2024

Expenses

Up

$1,443,509

Up $175,248 (+14%) from 2024

Net Income

Down

$30,904

Down $71,847 (-70%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth57th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2013: $194,053Liabilities 2013: $158,2592013Assets 2014: $134,219Liabilities 2014: $90,827Net Assets 2014: $43,3922014Assets 2015: $186,115Liabilities 2015: $98,276Net Assets 2015: $87,8392015Assets 2016: $335,321Liabilities 2016: $215,057Net Assets 2016: $120,2642016Assets 2017: $362,107Liabilities 2017: $221,652Net Assets 2017: $140,4552017Assets 2018: $544,794Liabilities 2018: $319,783Net Assets 2018: $225,0112018Assets 2019: $607,966Liabilities 2019: $310,569Net Assets 2019: $297,3972019Assets 2020: $613,117Liabilities 2020: $223,728Net Assets 2020: $389,3892020Assets 2021: $629,063Liabilities 2021: $168,599Net Assets 2021: $460,4642021Assets 2022: $723,323Liabilities 2022: $328,487Net Assets 2022: $394,8362022Assets 2023: $1,740,430Liabilities 2023: $1,262,409Net Assets 2023: $478,0212023Assets 2024: $1,854,222Liabilities 2024: $1,273,450Net Assets 2024: $580,7722024Assets 2025: $1,969,477Liabilities 2025: $1,357,801Net Assets 2025: $611,6762025

Highlighted filing

2025

Assets$1,969,477
Liabilities$1,357,801
Net Assets$611,676
Open 2025 Filing

Operations Trend

Revenue Growth51st percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2013: $57,966Expenses 2013: $22,172Net Income 2013: $35,7942013Revenue 2014: $242,608Expenses 2014: $237,010Net Income 2014: $5,5982014Revenue 2015: $458,565Expenses 2015: $427,669Net Income 2015: $30,8962015Revenue 2016: $608,656Expenses 2016: $576,231Net Income 2016: $32,4252016Revenue 2017: $728,806Expenses 2017: $684,519Net Income 2017: $44,2872017Revenue 2018: $912,682Expenses 2018: $828,126Net Income 2018: $84,5562018Revenue 2019: $1,039,224Expenses 2019: $966,838Net Income 2019: $72,3862019Revenue 2020: $999,269Expenses 2020: $907,277Net Income 2020: $91,9922020Revenue 2021: $966,819Expenses 2021: $895,744Net Income 2021: $71,0752021Revenue 2022: $899,067Expenses 2022: $964,695Net Income 2022: -$65,6282022Revenue 2023: $1,231,750Expenses 2023: $1,150,592Net Income 2023: $81,1582023Revenue 2024: $1,371,012Expenses 2024: $1,268,261Net Income 2024: $102,7512024Revenue 2025: $1,474,413Expenses 2025: $1,443,509Net Income 2025: $30,9042025

Highlighted filing

2025

Revenue$1,474,413
Expenses$1,443,509
Net Income$30,904
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,969,477
Liabilities
$1,357,801
Net assets
$611,676
Revenue
$1,474,413
Expenses
$1,443,509
Net income
$30,904
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.97$1.36$0.61$1.47$1.44$0.03
2024Detailed filing. Detailed filing data is available for this year.$1.85$1.27$0.58$1.37$1.27$0.10
2023Detailed filing. Detailed filing data is available for this year.$1.74$1.26$0.48$1.23$1.15$0.08
2022Detailed filing. Detailed filing data is available for this year.$0.72$0.33$0.39$0.90$0.96$0.07
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.63$0.17$0.46$0.97$0.90$0.07
2020Detailed filing. Detailed filing data is available for this year.$0.61$0.22$0.39$1.00$0.91$0.09
2019Detailed filing. Detailed filing data is available for this year.$0.61$0.31$0.30$1.04$0.97$0.07
2018Detailed filing. Detailed filing data is available for this year.$0.54$0.32$0.23$0.91$0.83$0.08
2017Detailed filing. Detailed filing data is available for this year.$0.36$0.22$0.14$0.73$0.68$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.34$0.22$0.12$0.61$0.58$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.19$0.10$0.09$0.46$0.43$0.03
2014Summary only. Only limited summary data is available for this year.$0.13$0.09$0.04$0.24$0.24$0.01
2013Summary only. Only limited summary data is available for this year.$0.19$0.16$0.06$0.02$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Aug 1, 2024 to Jul 31, 2025
Signed
Feb 24, 2026
Return Version
2024v5.5
Gross Receipts
$1,481,264
Mission and Program Overview

Mission

Our mission - provide a pathway to an emotionally and intellectually fulfilling life through authentic montessori education, supporting the montessori lifestyle and philosophy at all stages of youth development.

To provide an authentic montessori education as the pathway to an emotionally and intellectually fulfilling life.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$1,092,224$1,150,862▲ $58,638
Savings and Temporary Cash Investments$435,864$450,636▲ $14,772
Land, Buildings, and Equipment, Net$244,187$250,870▲ $6,683
Cash and Non-Interest-Bearing Accounts$77,723$112,876▲ $35,153
Prepaid Expenses and Deferred Charges$541$550▲ $9
Total Assets$1,854,222$1,969,477▲ $115,255
Other Assets Total$3,683$3,683→ $0
Liabilities
Deferred Revenue$1,240,625$1,324,517▲ $83,892
Accounts Payable and Accrued Expenses$32,825$33,284▲ $459
Total Liabilities$1,273,450$1,357,801▲ $84,351
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$547,366$611,676▲ $64,310
Net Assets With Donor Restrictions$33,406$0▼ $33,406
Total Net Assets Fund Balance$580,772$611,676▲ $30,904
Total Liabilities and Net Assets / Fund Balance$1,854,222$1,969,477▲ $115,255

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$225,347$125,489$350,836
Other Land Buildings$22,478$144,714$167,192
Equipment$3,045$57,857$60,902
Compensation and Service Providers
Top Officer Pay66th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Tracy TheisenHead of SchoolFT$90,278$7,828$98,106

Board Members and Trustees

NameTitle
Taly SchmidtPresident
Allyn TravisDirector
Hope LuiDirector
Karen KimpleDirector
Mary Francis LillyDirector
Matt MalczewskiDirector
Nathan PowersDirector
Karly WilkinsSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$81,314
Program Service Revenue
$1,372,833
Investment Income
$24,802
Other Revenue
$-4,536
All Other Contributions
$57,125
Change in Net Assets
$30,904
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$951,971
Other Expenses$396,890
Grants and Similar Amounts Paid$94,648
Total Fundraising Expense$10,457
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$614,505$120,094-$734,599
Occupancy$219,452$24,384-$243,836
Grants to Domestic Individuals$94,648--$94,648
Current Officers, Directors, Trustees, and Key Employees$46,691$37,353$9,338$93,382
Payroll Taxes$54,358$12,749-$67,107
Other Employee Benefits$48,223$772-$48,995
Depreciation Depletion$30,770$2,316-$33,086
Fees for Services Other$14,127$4,733-$18,860
Information Technology$5,394$6,615-$12,009
Insurance-$9,154-$9,154
Pension Plan Contributions$3,587$4,301-$7,888
Office Expenses$3,058$2,827$839$6,724
Other Expenses$1,303$3,023-$4,326
Advertising$3,525-$280$3,805
Fees for Services Accounting-$1,800-$1,800
Fees for Services Legal-$1,388-$1,388
Conferences and Meetings$9$82-$91
Total Functional Expenses$1,200,054$232,998$10,457$1,443,509
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$6,851
Fundraising Gross Income$2,315
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Walk-a-thon$19,305---
Total Events$26,504$2,315$6,851$-4,536
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Nathan PowersBoard MemberPays for Children to Attend the SchoolNo$25,250
Karly WilkinsBoard MemberPays for Children to Attend the SchoolNo$22,500
Matt MalczewskiBoard MemberPays for Children to Attend the SchoolNo$22,500
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
Yes
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

“After receiving the form 990 from the public accounting firm, the documents are reviewed by management. It is then emailed to the president and/or treasurer for review.”

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

“Determinations are based on self reporting and oversight by the board of directors. Those with conflicts may not vote on the subject at hand and may not even be privileged to be in the meeting when the decision is being made.”

Form 990, Part VI, Section B, Line 15

“In december 2024, the compensation committee researched salary and benefits given to other teachers in our area of south eastern wisconsin. A salary table was developed based on years experience and training for all teachers and assistants. This was also the primary source of information used in determining wages for administrative staff and student development specialists. The compensation committee reviewed the head of school's compensation history and made adjustments accordingly. This included an h-o-s review and goal setting for 2025/2026.”

Form 990, Part VI, Section C, Line 19

“Documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
North Shore Montessori School Inc
EIN
46-1333283
Phone
4149068900
Address
4650 N PORT WASHINGTON RD, GLENDALE, WI 53212

Signing Officer

Name
Tracy Theisen
Title
Head of School
Phone
4149068900
Signed
2026-02-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tracy Theisen
Formed
2013
Legal Domicile
Wi
Voting Board Members
8
Independent Board Members
7
Employees
27
Volunteers
35

Preparer

Firm
Reilly Penner & Benton Llp
Address
1233 NORTH MAYFAIR RD SUITE 302, MILWAUKEE, WI 53226-3255
Preparer
Brad M Voght
Phone
4142717800
Raw XML AppendixShowing 400 of 485 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/BOYAmt032825
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt033284
IRS990/AccountsReceivableGrp/BOYAmt01092224
IRS990/AccountsReceivableGrp/EOYAmt01150862
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE AN AUTHENTIC MONTESSORI EDUCATION AS THE PATHWAY TO AN EMOTIONALLY AND INTELLECTUALLY FULFILLING LIFE.
IRS990/AdvertisingGrp/FundraisingAmt0280
IRS990/AdvertisingGrp/ProgramServicesAmt03525
IRS990/AdvertisingGrp/TotalAmt03805
IRS990/AllOtherContributionsAmt057125
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0AMY MAZZA
IRS990/BooksInCareOfDetail/PhoneNum04149068900
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt04650 N PORT WASHINGTON RD
IRS990/BooksInCareOfDetail/USAddress/CityNm0GLENDALE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd053212
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd01
IRS990/CashNonInterestBearingGrp/BOYAmt077723
IRS990/CashNonInterestBearingGrp/EOYAmt0112876
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt09338
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt037353
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt046691
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt093382
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt082
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt09
IRS990/ConferencesMeetingsGrp/TotalAmt091
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContriRptFundraisingEventAmt024189
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt081314
IRS990/CYGrantsAndSimilarPaidAmt094648
IRS990/CYInvestmentIncomeAmt024802
IRS990/CYOtherExpensesAmt0396890
IRS990/CYOtherRevenueAmt0-4536
IRS990/CYProgramServiceRevenueAmt01372833
IRS990/CYRevenuesLessExpensesAmt030904
IRS990/CYSalariesCompEmpBnftPaidAmt0951971
IRS990/CYTotalExpensesAmt01443509
IRS990/CYTotalFundraisingExpenseAmt010457
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01474413
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt01240625
IRS990/DeferredRevenueGrp/EOYAmt01324517
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt02316
IRS990/DepreciationDepletionGrp/ProgramServicesAmt030770
IRS990/DepreciationDepletionGrp/TotalAmt033086
IRS990/Desc0PRIMARY MONTESSORI CLASSES, ELEMENTARY MONTESSORI CLASSES AND WRAP AROUND CARE
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt033406
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt027
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt01200054
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01800
IRS990/FeesForServicesAccountingGrp/TotalAmt01800
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt01388
IRS990/FeesForServicesLegalGrp/TotalAmt01388
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt04733
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt014127
IRS990/FeesForServicesOtherGrp/TotalAmt018860
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt840.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
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/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt87828
IRS990/Form990PartVIISectionAGrp/PersonNm0KAREN KIMPLE
IRS990/Form990PartVIISectionAGrp/PersonNm1KARLY WILKINS
IRS990/Form990PartVIISectionAGrp/PersonNm2TALY SCHMIDT
IRS990/Form990PartVIISectionAGrp/PersonNm3HOPE LUI
IRS990/Form990PartVIISectionAGrp/PersonNm4NATHAN POWERS
IRS990/Form990PartVIISectionAGrp/PersonNm5MATT MALCZEWSKI
IRS990/Form990PartVIISectionAGrp/PersonNm6ALLYN TRAVIS
IRS990/Form990PartVIISectionAGrp/PersonNm7MARY FRANCIS LILLY
IRS990/Form990PartVIISectionAGrp/PersonNm8TRACY THEISEN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt890278
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/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8HEAD OF SCHOOL
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02013
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt024189
IRS990/FundraisingDirectExpensesAmt06851
IRS990/FundraisingGrossIncomeAmt02315
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantAmt094648
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt094648
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt094648
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd01
IRS990/GrossReceiptsAmt01481264
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt06615
IRS990/InformationTechnologyGrp/ProgramServicesAmt05394
IRS990/InformationTechnologyGrp/TotalAmt012009
IRS990/InsuranceGrp/ManagementAndGeneralAmt09154
IRS990/InsuranceGrp/TotalAmt09154
IRS990/InvestmentIncomeGrp/ExclusionAmt024802
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt024802
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0328060
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0244187
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0250870
IRS990/LandBldgEquipCostOrOtherBssAmt0578930
IRS990/LegalDomicileStateCd0WI
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0OUR MISSION - PROVIDE A PATHWAY TO AN EMOTIONALLY AND INTELLECTUALLY FULFILLING LIFE THROUGH AUTHENTIC MONTESSORI EDUCATION, SUPPORTING THE MONTESSORI LIFESTYLE AND PHILOSOPHY AT ALL STAGES OF YOUTH DEVELOPMENT.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0580772
IRS990/NetAssetsOrFundBalancesEOYAmt0611676
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-4536
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-4536
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0547366
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0611676
IRS990/NoncashContributionsAmt03425
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt024384
IRS990/OccupancyGrp/ProgramServicesAmt0219452
IRS990/OccupancyGrp/TotalAmt0243836
IRS990/OfficeExpensesGrp/FundraisingAmt0839
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02827
IRS990/OfficeExpensesGrp/ProgramServicesAmt03058
IRS990/OfficeExpensesGrp/TotalAmt06724
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt03683
IRS990/OtherAssetsTotalGrp/EOYAmt03683
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0772
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt048223
IRS990/OtherEmployeeBenefitsGrp/TotalAmt048995
IRS990/OtherExpensesGrp/Desc0CLASSROOM SUPPLIES
IRS990/OtherExpensesGrp/Desc1REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc2DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc3OTHER EXPENSES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01407
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt13023
IRS990/OtherExpensesGrp/ProgramServicesAmt041607
IRS990/OtherExpensesGrp/ProgramServicesAmt112661
IRS990/OtherExpensesGrp/ProgramServicesAmt26136
IRS990/OtherExpensesGrp/ProgramServicesAmt31303
IRS990/OtherExpensesGrp/TotalAmt041607
IRS990/OtherExpensesGrp/TotalAmt114068
IRS990/OtherExpensesGrp/TotalAmt26136
IRS990/OtherExpensesGrp/TotalAmt34326
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0120094
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0614505
IRS990/OtherSalariesAndWagesGrp/TotalAmt0734599
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt012749
IRS990/PayrollTaxesGrp/ProgramServicesAmt054358
IRS990/PayrollTaxesGrp/TotalAmt067107
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt04301
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt03587
IRS990/PensionPlanContributionsGrp/TotalAmt07888
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0541
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0550
IRS990/PrincipalOfficerNm0TRACY THEISEN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/BusinessCd1611600
IRS990/ProgramServiceRevenueGrp/BusinessCd2611600
IRS990/ProgramServiceRevenueGrp/Desc0TUITION REVENUE
IRS990/ProgramServiceRevenueGrp/Desc1WRAP AROUND CARE
IRS990/ProgramServiceRevenueGrp/Desc2OTHER PROGRAM REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01294971
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt151579
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt226283
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01294971
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt151579
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt226283
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0124055
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt077362
IRS990/PYInvestmentIncomeAmt017709
IRS990/PYOtherExpensesAmt0356378
IRS990/PYOtherRevenueAmt0-4048
IRS990/PYProgramServiceRevenueAmt01233296
IRS990/PYRevenuesLessExpensesAmt0102751
IRS990/PYSalariesCompEmpBnftPaidAmt0828858
IRS990/PYTotalExpensesAmt01268261
IRS990/PYTotalProfFndrsngExpnsAmt05663
IRS990/PYTotalRevenueAmt01371012
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt030904
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01372833
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0435864
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0450636
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/EquipmentGrp/BookValueAmt03045
IRS990ScheduleD/EquipmentGrp/DepreciationAmt057857
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt060902
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0225347
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0125489
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0350836
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt022478
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0144714
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0167192
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0250870
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/ExplanationTxt0NORTH SHORE MONTESSORI SCHOOL'S NONDISCRIMINATION POLICY IS STATED ON OUR WEBSITE AT WWW.MONTESSORINORTHSHORE.ORG AND ON ALL SIGNIFICANT PRINT MARKETING MATERIALS INCLUDING THE APPLICATION FOR ENROLLMENT FORMS.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt024189
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt019305
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt04884
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt06851
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0WALK-A-THON
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt019305
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt07199
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt026504
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt02315
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt02315
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-4536
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesOtherEventsAmt03425
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt03425
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt03426
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt03426
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt094648
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0TUITION ASSISTANCE
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt062
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0MATT MALCZEWSKI
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm1KARLY WILKINS
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm2NATHAN POWERS
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0BOARD MEMBER
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt1BOARD MEMBER
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt2BOARD MEMBER
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd10
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd20
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt022500
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt122500
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt225250
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0PAYS FOR CHILDREN TO ATTEND THE SCHOOL
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc1PAYS FOR CHILDREN TO ATTEND THE SCHOOL
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc2PAYS FOR CHILDREN TO ATTEND THE SCHOOL
IRS990ScheduleL/GrntAsstBnftInterestedPrsnGrp/AssistancePurposeTxt0TUITION ASSISTANCE FOR CHILDREN TO ATTEND THE SCHOOL
IRS990ScheduleL/GrntAsstBnftInterestedPrsnGrp/AssistancePurposeTxt1TUITION ASSISTANCE FOR CHILDREN TO ATTEND THE SCHOOL
IRS990ScheduleL/GrntAsstBnftInterestedPrsnGrp/AssistancePurposeTxt2TUITION ASSISTANCE FOR CHILDREN TO ATTEND THE SCHOOL
IRS990ScheduleL/GrntAsstBnftInterestedPrsnGrp/AssistancePurposeTxt3TUITION ASSISTANCE FOR CHILDREN TO ATTEND THE SCHOOL
IRS990ScheduleL/GrntAsstBnftInterestedPrsnGrp/CashGrantAmt020200
IRS990ScheduleL/GrntAsstBnftInterestedPrsnGrp/CashGrantAmt120200
IRS990ScheduleL/GrntAsstBnftInterestedPrsnGrp/CashGrantAmt29000
IRS990ScheduleL/GrntAsstBnftInterestedPrsnGrp/CashGrantAmt38642
IRS990ScheduleL/GrntAsstBnftInterestedPrsnGrp/PersonNm0NIDHI BHOJAK
IRS990ScheduleL/GrntAsstBnftInterestedPrsnGrp/PersonNm1SARAH DOSMANN
IRS990ScheduleL/GrntAsstBnftInterestedPrsnGrp/PersonNm2SARAH SHEIBEL
IRS990ScheduleL/GrntAsstBnftInterestedPrsnGrp/PersonNm3JANEY BUKOFZER
IRS990ScheduleL/GrntAsstBnftInterestedPrsnGrp/RelationshipWithOrgTxt0SCHOOL TEACHER
IRS990ScheduleL/GrntAsstBnftInterestedPrsnGrp/RelationshipWithOrgTxt1SCHOOL TEACHER
IRS990ScheduleL/GrntAsstBnftInterestedPrsnGrp/RelationshipWithOrgTxt2SCHOOL TEACHER
IRS990ScheduleL/GrntAsstBnftInterestedPrsnGrp/RelationshipWithOrgTxt3SCHOOL TEACHER
IRS990ScheduleL/GrntAsstBnftInterestedPrsnGrp/TypeOfAssistanceTxt0FINANCIAL AID
IRS990ScheduleL/GrntAsstBnftInterestedPrsnGrp/TypeOfAssistanceTxt1FINANCIAL AID
IRS990ScheduleL/GrntAsstBnftInterestedPrsnGrp/TypeOfAssistanceTxt2FINANCIAL AID
IRS990ScheduleL/GrntAsstBnftInterestedPrsnGrp/TypeOfAssistanceTxt3FINANCIAL AID
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AFTER RECEIVING THE FORM 990 FROM THE PUBLIC ACCOUNTING FIRM, THE DOCUMENTS ARE REVIEWED BY MANAGEMENT. IT IS THEN EMAILED TO THE PRESIDENT AND/OR TREASURER FOR REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DETERMINATIONS ARE BASED ON SELF REPORTING AND OVERSIGHT BY THE BOARD OF DIRECTORS. THOSE WITH CONFLICTS MAY NOT VOTE ON THE SUBJECT AT HAND AND MAY NOT EVEN BE PRIVILEGED TO BE IN THE MEETING WHEN THE DECISION IS BEING MADE.

Document Assets

No mirrored PDF or thumbnail assets are attached yet.