2025-03-24T11:53:38-05:00 2024-06-30 390919055 RITZ HOLMAN LLP 330 E KILBOURN AVE SUITE 222 MILWAUKEE WI 53202 990 2023-07-01 391154462 MONTESSORI SCHOOL OF WAUKESHA INC MONT 2625472545 2600 SUMMIT AVENUE WAUKESHA WI 53188 BRENDA ZELLMER EXECUTIVE DIRECTOR 2625472545 2025-03-24 1 1 KATY L SOMMER P00273273 4142711451 2025-03-24 2023 2025-03-06 01:10:19Z BRENDA ZELLMER 2600 SUMMIT AVENUE WAUKESHA WI 53188 4324593 0 X WWW.MSOW.ORG X 1963 WI EDUCATION AND DAYCARE 8 8 73 8 0 0 103790 643219 3092563 3498536 4310 51226 157233 131612 3357896 4324593 0 0 0 0 2080007 2253852 0 0 73856 1054459 1191773 3134466 3445625 223430 878968 4244437 5036581 3588595 3501093 655842 1535488 FOSTERING EACH CHILD'S POTENTIAL AND A LIFE-LONG LOVE OF LEARNING. 0 0 2860878 3513364 WE SERVED 340 STUDENTS IN A MONTESSORI EDUCATIONAL PROGRAM RANGING FROM AGED TODDLER THROUGH EIGHTH GRADE AND PROVIDED THE OPTION OF WRAP CARE FOR FAMILIES WHO NEEDED IT. WE TRAINED AND CREDENTIALED MONTESSORI TEACHERS THROUGH OUR MONTESSORI TEACHER EDUCATION PROGRAM. WE ALSO OFFERED HIGH QUALITY ACADEMIC AND THEMATIC PROGRAMMING FOR A NINE WEEK SUMMER PROGRAM FOR OUR STUDENTS THAT WAS ALSO OPEN TO THE PUBLIC. 2860878 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 54 0 1 73 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 1 1 1 0 WI X BRENDA ZELLMER 2625472545 2600 SUMMIT AVENUE WAUKESHA WI 53188 ERIC BUCKHOUSE PRESIDENT 1.00 X X 0 0 0 KATE WINCHELL SECRETARY 1.00 X X 0 0 0 CURTIS MEINS VICE PRESIDENT 1.00 X X 0 0 0 MARY TING TREASURER 1.00 X X 0 0 0 TIMOTHY O'MARA DIRECTOR 1.00 X 0 0 0 ASHLEY MAHER DIRECTOR 1.00 X 0 0 0 PAUL SMART DIRECTOR 1.00 X 0 0 0 ALEX BARTA DIRECTOR 1.00 X 0 0 0 BRENDA ZELLMER EXECUTIVE DIRECTOR 40.00 X 93249 0 0 93249 0 0 0 0 0 0 0 97311 545908 643219 TUITION AND FEES 611600 3498536 3498536 3498536 51226 51226 116784 97311 0 116784 116784 MISCELLANEOUS REVENUE 611600 14828 14828 14828 4324593 3513364 0 168010 96081 24020 72061 1844211 1656680 184831 2700 160340 139111 21229 153220 132934 20286 1625 1625 12500 12500 450 450 173410 151054 10980 11376 2607 2607 41465 9015 4733 27717 78104 74505 3599 120382 120382 8705 8705 32849 13090 19759 181680 181680 157943 157943 53812 53812 SPECIAL CLASSES 114522 114522 CLASSROOM EXPENDITURES 109417 109417 STAFF DEVELOPMENT 68215 68215 MEMBERSHIP DUES 16894 16894 17193 16677 516 3445625 2860878 510891 73856 132712 109968 668486 973952 57742 32233 275 39848 5403654 2073743 3349291 3329911 511284 35931 39385 4244437 5036581 146021 157251 208117 218312 3209238 3122276 25219 3254 3588595 3501093 X 476243 904157 179599 631331 655842 1535488 4244437 5036581 878968 678 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 35931 3270 184 39385 33306 2625 35931 38155 -4849 33306 35513 2642 38155 35447 66 35513 1.00000 1 0 106585 106585 4964435 1810271 3154164 332634 263472 69162 3329911 OTHER LIABILITIES 3254 3254 X 4324821 678 678 4324143 450 450 4324593 3445175 0 3445175 450 450 3445625 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF INTERNAL REVENUE CODE AND IS CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION. MANAGEMENT HAS REVIEWED ALL TAX POSITIONS RECOGNIZED IN PREVIOUSLY FILED TAX RETURNS 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. 1 1 1 0 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE SCHOOL'S RACIALLY NON-DISCRIMINATION POLICY IS INCLUDED IN ALL PUBLICIZED MATERIALS, INCLUDING THE FAMILY AND EMPLOYEE HANDBOOKS DURING REGISTRATION PERIODS. THE POLICY IS INCLUDED IN BROCHURES AND AS PART OF ITS MISSION STATEMENT WHICH IS DISTRIBUTED TO THE PUBLIC. THE POLICY IS ALSO INCLUDED ON THE ORGANIZATIONS WEBSITE. SCHEDULE E, PART I, LINE 4 WE ARE EXTREMELY FORTUNATE TO HAVE OVER 30% OF OUR STUDENT ENROLLMENT REPRESENTING MINORITY POPULATIONS. UNLESS THE STATE OR FEDERAL GOVERNMENT REQUIRES IT, WE DO NOT COLLECT THAT DATA. SCHEDULE E, PART I, LINE 6 SPECIAL NEEDS SCHOLARSHIPS ARE RECEIVED FROM THE WISCONSIN DEPARTMENT OF PUBLIC INSTRUCTION TO HELP ALLOW STUDENTS WITH DISABILITIES TO ATTEND A PARTICIPATING PRIVATE SCHOOL. GALA 139515 66115 73400 MOVE IT DAY 31196 31196 12 43384 43384 214095 97311 116784 116784 FORM 990, PART VI, SECTION B, LINE 11B THE EXECUTIVE DIRECTOR, BOARD TREASURER AND BOARD PRESIDENT REVIEW WITH ACCOUNTANT PREPARING THE FORM. FORM 990, PART VI, SECTION B, LINE 12C EACH BOARD MEMBER SIGNS THE FORM UPON ELECTION. FORM 990, PART VI, SECTION B, LINE 15 SALARIES ARE INCREASED BASED ON THE COST OF LIVING % INCREASE APPROVED ANNUALLY BY THE BOARD OF DIRECTOR'S IN CONJUNCTION WITH THE ANNUAL BUDGET. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.