Civic Intelligence

Adeline Montessori School Inc.

EIN 85-2142582 • 501(c)3 • Oconomowoc, WI

Pub. 78 EligibleNTEE B24

Profile

Adeline montessori school values and welcomes diversity among our children, families, faculty and within our community. It is our core belief that every individual brings their own unique perspective to the environment and adds value to the community as a whole. We believe inclusion sets a foundation for compassion, understanding, and growth in our increasingly diverse world. We do not discriminate on the basis of age, race, color, creed, national origin, religion, sexual orientation, gender identity or expression, sexual orientation, marital or relationship status, or disability.

955 S Sawyer RoadOconomowoc, WI 53066

adelinemontessori.com

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$1,259,738

Up $412,935 (+49%) from 2023

Liabilities

Down

$760,102

Down $110,893 (-13%) from 2023

Net Assets

Up

$499,636

Up $523,828 (+2165%) from 2023

Operations

Revenue

Up

$4,255,071

Up $2,124,070 (+100%) from 2023

Expenses

Up

$3,737,005

Up $1,486,045 (+66%) from 2023

Net Income

Up

$518,066

Up $638,025 (+532%) from 2023

Trend Graphs

Balance Sheet Trend

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

$1.5M$1.0M$500K$0-$500KAssets 2022: $384,790Liabilities 2022: $289,023Net Assets 2022: $95,7672022Assets 2023: $846,803Liabilities 2023: $870,995Net Assets 2023: -$24,1922023Assets 2024: $1,259,738Liabilities 2024: $760,102Net Assets 2024: $499,6362024

Highlighted filing

2024

Assets$1,259,738
Liabilities$760,102
Net Assets$499,636
Open 2024 Filing

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2022: $1,398,790Expenses 2022: $1,298,056Net Income 2022: $100,7342022Revenue 2023: $2,131,001Expenses 2023: $2,250,960Net Income 2023: -$119,9592023Revenue 2024: $4,255,071Expenses 2024: $3,737,005Net Income 2024: $518,0662024

Highlighted filing

2024

Revenue$4,255,071
Expenses$3,737,005
Net Income$518,066
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$1,259,738
Liabilities
$760,102
Net assets
$499,636
Revenue
$4,255,071
Expenses
$3,737,005
Net income
$518,066
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.26$0.76$0.50$4.26$3.74$0.52
2023Detailed filing. Detailed filing data is available for this year.$0.85$0.87$0.02$2.13$2.25$0.12
2022Detailed filing. Detailed filing data is available for this year.$0.38$0.29$0.10$1.40$1.30$0.10
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Jan 31, 2025
Return Version
2023v6.0
Gross Receipts
$4,255,071
Mission and Program Overview

Mission

Adeline montessori school values and welcomes diversity among our children, families, faculty and within our community. It is our core belief that every individual brings their own unique perspective to the environment and adds value to the community as a whole. We believe inclusion sets a foundation for compassion, understanding, and growth in our increasingly diverse world. We do not discriminate on the basis of age, race, color, creed, national origin, religion, sexual orientation, gender identity or expression, sexual orientation, marital or relationship status, or disability.

Adeline montessori school community of staff, faculty, and families strives to prepare children to become self-motivated by their innate sense of curiosity and encourage them to use critical thinking skills and diplomacy to overcome obstacles. The ams community/team will guide students to problem-solve with empathy as they grow to become adults with integrity.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$37,581$327,651▲ $290,070
Cash and Non-Interest-Bearing Accounts$189,798$312,154▲ $122,356
Accounts Receivable$48,440$91,156▲ $42,716
Prepaid Expenses and Deferred Charges$2,000$8,153▲ $6,153
Total Assets$846,804$1,259,738▲ $412,934
Other Assets Total$568,985$520,624▼ $48,361
Liabilities
Other Liabilities$656,300$568,444▼ $87,856
Accounts Payable and Accrued Expenses$172,504$160,266▼ $12,238
Unsecured Notes Loans Payable-$27,673-
Deferred Revenue$42,190$3,719▼ $38,471
Total Liabilities$870,994$760,102▼ $110,892
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-24,190$499,636▲ $523,826
Total Net Assets Fund Balance$-24,190$499,636▲ $523,826
Total Liabilities and Net Assets / Fund Balance$846,804$1,259,738▲ $412,934

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$195,992$114,079$310,071
Equipment$131,659-$131,659
Other Assets Org$457,582--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Emily RodriguezDistrict PrincipalFT$110,000$110,000

Board Members and Trustees

NameTitle
Danielle SellPresident
William WalshVice President
Jeremiah SwansonBoard Member
Michelle YangBoard Member
Michelle KrauskaSecretary
Jennifer HipkissTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$3,385,941
Program Service Revenue
$818,704
Investment Income
$0
Other Revenue
$50,426
All Other Contributions
$707,788
Change in Net Assets
$518,066

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table1$316,560Fair Market Value (FMV)
Other Non Cash Contri Table1$155,407Fair Market Value (FMV)
Other Non Cash Contri Table1$34,304Fair Market Value (FMV)
Other Non Cash Contri Table1$18,691Fair Market Value (FMV)
Other Non Cash Contri Table1$11,197-
Total Noncash Contributions5$536,159-

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,255,071
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$5,760
Total Revenue per Audited Statements
$4,260,831
Total Revenue per Form 990
$4,255,071
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,466,067
Other Expenses$1,270,938
Total Fundraising Expense$61,702
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,729,226$256,363$42,772$2,028,361
Occupancy$352,628$42,437-$395,065
Payroll Taxes$221,889$30,961$5,125$257,975
Current Officers, Directors, Trustees, and Key Employees$110,000--$110,000
Depreciation Depletion$85,569$9,948-$95,517
Other Employee Benefits$59,970$8,367$1,394$69,731
All Other Expenses$43,058$11,457$8,263$62,778
Insurance$18,086$36,652$142$54,880
Fees for Services Accounting-$50,339-$50,339
Fees for Services Other$37,961$8,075$2,577$48,613
Other Expenses$47,428$14,125$18$47,428
Interest-$29,352-$29,352
Fees for Services Legal$4,017--$4,017
Advertising--$1,171$1,171
Travel$126-$240$366
Total Functional Expenses$3,035,669$639,634$61,702$3,737,005

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,737,005
Total Expenses per Audited Statements$3,737,005
Total Expenses per Form 990$3,737,005
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Lease Liability$481,770
Construction Payable$66,188
Related Party Notes Payable$20,486
Governance and Compliance

Governance Checklist

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

Governance Explanations

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

“The form 990 is reviewed by the entire board and management before filing.”

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

“The conflict of interest policy is reviewed annually. To date, no conflicts have been reported. If a conflict was to be reported, the person would be asked to recuse themselves from all discussions and voting on the matter.”

Form 990, Part VI, Section C, Line 19

“All governing documents are available on the school's website.”

Filing and Contact Details

Filer

Filer Name
Adeline Montessori School
EIN
85-2142582
Phone
2622014492
Address
955 S SAWYER ROAD, OCONOMOWOC, WI 53066

Signing Officer

Name
Emily Rodriguez
Title
District Principal
Phone
2622014492
Signed
2025-01-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Danielle Sell
Formed
2020
Legal Domicile
Wi
Voting Board Members
6
Independent Board Members
6
Employees
99
Volunteers
23

Preparer

Firm
Cliftonlarsonallen Llp
Address
10401 W INNOVATION DR STE 300, WAUWATOSA, WI 53226
Preparer
Kristen Donlevy
Phone
4144761880
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0818704
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01542313
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0150
IRS990/PYOtherExpensesAmt0985239
IRS990/PYOtherRevenueAmt08271
IRS990/PYProgramServiceRevenueAmt0580267
IRS990/PYRevenuesLessExpensesAmt0-119959
IRS990/PYSalariesCompEmpBnftPaidAmt01265721
IRS990/PYTotalExpensesAmt02250960
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02131001
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0518066
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0818704
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/DonatedServicesAndUseFcltsAmt05760
IRS990ScheduleD/EquipmentGrp/BookValueAmt0131659
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0131659
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt03737005
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0195992
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0114079
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0310071
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt038236
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt124806
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt2457582
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0SECURITY DEPOSITS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1RELATED PARTY RECEIVABLE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2OPERATING RIGHT-OF-USE ASSETS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0481770
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt120486
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt266188
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0OPERATING LEASE LIABILITY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1RELATED PARTY NOTES PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2CONSTRUCTION PAYABLE
IRS990ScheduleD/RevenueNotReportedAmt05760
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt04255071
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0327651
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0520624
IRS990ScheduleD/TotalExpensesPerForm990Amt03737005
IRS990ScheduleD/TotalLiabilityAmt0568444
IRS990ScheduleD/TotalRevenuePerForm990Amt04255071
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt04260831
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03737005
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 FOLLOWING IS ON THE PUBLIC HOMEPAGE OF THE ORGANIZATION, "ADELINE MONTESSORI SCHOOL INC. (THE "SCHOOL") ADMITS STUDENTS OF ANY RACE, COLOR, NATIONAL AND ETHNIC ORIGIN TO ALL THE RIGHTS, PRIVILEGES, PROGRAMS, AND ACTIVITIES GENERALLY ACCORDED OR MADE AVAILABLE TO STUDENTS AT THE SCHOOL. IT DOES NOT DISCRIMINATE ON THE BASIS OF RACE, COLOR, NATIONAL AND ETHNIC ORIGIN IN ADMINISTRATION OF ITS EDUCATIONAL POLICIES, ADMISSIONS POLICIES, SCHOLARSHIP AND LOAN PROGRAMS, AND ATHLETIC AND OTHER SCHOOL-ADMINISTERED PROGRAMS."
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION RECIEVES FUNDING FROM THE STATE OF WISCONSIN.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, PART I, LINE 6
IRS990/ScheduleJRequiredInd00
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00
IRS990ScheduleM/Form8283ReceivedCnt00
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt01
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt11
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt21
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt31
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt41
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc0EQUIPMENT
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc1SUPPLIES
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc2COMMERCIAL DISHWASHER
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc3OUTDOOR NATURAL PLAYSPACE
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc4TECHNOLOGY EQUIPMENT
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt0FMV
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt1FMV
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt2FMV
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt3FMV
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd0X
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd1X
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd2X
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd3X
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd4X
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt0316560
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt1155407
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt234304
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt318691
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt411197
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd00
IRS990ScheduleM/SupplementalInformationDetail/ExplanationTxt0COLUMN B IS THE NUMBER OF CONTRIBUTORS.
IRS990ScheduleM/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, COLUMN (B):
IRS990ScheduleM/ThirdPartiesUsedInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS REVIEWED BY THE ENTIRE BOARD AND MANAGEMENT BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY. TO DATE, NO CONFLICTS HAVE BEEN REPORTED. IF A CONFLICT WAS TO BE REPORTED, THE PERSON WOULD BE ASKED TO RECUSE THEMSELVES FROM ALL DISCUSSIONS AND VOTING ON THE MATTER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL GOVERNING DOCUMENTS ARE AVAILABLE ON THE SCHOOL'S WEBSITE.
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 C, LINE 19
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0846804
IRS990/TotalAssetsEOYAmt01259738
IRS990/TotalAssetsGrp/BOYAmt0846804
IRS990/TotalAssetsGrp/EOYAmt01259738
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt03385941
IRS990/TotalEmployeeCnt099
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt061702
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0639634
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt03035669
IRS990/TotalFunctionalExpensesGrp/TotalAmt03737005
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0870994
IRS990/TotalLiabilitiesEOYAmt0760102

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