2026-03-21T10:53:18-05:00 2025-07-31 390747409 REILLY PENNER & BENTON LLP 1233 NORTH MAYFAIR RD SUITE 302 MILWAUKEE WI 532263255 990 2024-08-01 461333283 NORTH SHORE MONTESSORI SCHOOL INC NORT 4149068900 4650 N PORT WASHINGTON RD GLENDALE WI 53212 TRACY THEISEN HEAD OF SCHOOL 4149068900 2026-02-24 1 1 BRAD M VOGHT P00631496 4142717800 2024 2025-03-06 01:10:19Z TRACY THEISEN 4650 N PORT WASHINGTON RD GLENDALE WI 53212 1481264 0 X WWW.MONTESSORINORTHSHORE.ORG X 2013 WI TO PROVIDE AN AUTHENTIC MONTESSORI EDUCATION AS THE PATHWAY TO AN EMOTIONALLY AND INTELLECTUALLY FULFILLING LIFE. 8 7 27 35 0 0 124055 81314 1233296 1372833 17709 24802 -4048 -4536 1371012 1474413 77362 94648 0 0 828858 951971 5663 0 10457 356378 396890 1268261 1443509 102751 30904 1854222 1969477 1273450 1357801 580772 611676 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. 0 0 1200054 94648 1372833 PRIMARY MONTESSORI CLASSES, ELEMENTARY MONTESSORI CLASSES AND WRAP AROUND CARE 1200054 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 4 0 1 27 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 1 0 X AMY MAZZA 4149068900 4650 N PORT WASHINGTON RD GLENDALE WI 53212 KAREN KIMPLE DIRECTOR 1.00 X 0 0 0 KARLY WILKINS SECRETARY 1.00 X X 0 0 0 TALY SCHMIDT PRESIDENT 1.00 X X 0 0 0 HOPE LUI DIRECTOR 1.00 X 0 0 0 NATHAN POWERS DIRECTOR 1.00 X 0 0 0 MATT MALCZEWSKI DIRECTOR 1.00 X 0 0 0 ALLYN TRAVIS DIRECTOR 1.00 X 0 0 0 MARY FRANCIS LILLY DIRECTOR 1.00 X 0 0 0 TRACY THEISEN HEAD OF SCHOOL 40.00 X 90278 0 7828 90278 0 7828 0 0 0 0 0 24189 57125 3425 81314 TUITION REVENUE 611600 1294971 1294971 WRAP AROUND CARE 611600 51579 51579 OTHER PROGRAM REVENUE 611600 26283 26283 1372833 24802 24802 2315 24189 6851 -4536 -4536 1474413 1372833 0 20266 94648 94648 93382 46691 37353 9338 734599 614505 120094 7888 3587 4301 48995 48223 772 67107 54358 12749 1388 1388 1800 1800 18860 14127 4733 3805 3525 280 6724 3058 2827 839 12009 5394 6615 243836 219452 24384 91 9 82 33086 30770 2316 9154 9154 CLASSROOM SUPPLIES 41607 41607 REPAIRS AND MAINTENANCE 14068 12661 1407 DUES AND SUBSCRIPTIONS 6136 6136 OTHER EXPENSES 4326 1303 3023 1443509 1200054 232998 10457 77723 112876 435864 450636 1092224 1150862 541 550 578930 328060 244187 250870 3683 3683 1854222 1969477 32825 33284 1240625 1324517 1273450 1357801 X 547366 611676 33406 0 580772 611676 1854222 1969477 30904 0 X 0 0 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 350836 125489 225347 60902 57857 3045 167192 144714 22478 250870 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 NORTH 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. WALK-A-THON 19305 19305 2 7199 4884 2315 3425 3426 26504 24189 2315 3425 3426 6851 -4536 1 TUITION ASSISTANCE 62 94648 NIDHI BHOJAK SCHOOL TEACHER 20200 FINANCIAL AID TUITION ASSISTANCE FOR CHILDREN TO ATTEND THE SCHOOL SARAH DOSMANN SCHOOL TEACHER 20200 FINANCIAL AID TUITION ASSISTANCE FOR CHILDREN TO ATTEND THE SCHOOL SARAH SHEIBEL SCHOOL TEACHER 9000 FINANCIAL AID TUITION ASSISTANCE FOR CHILDREN TO ATTEND THE SCHOOL JANEY BUKOFZER SCHOOL TEACHER 8642 FINANCIAL AID TUITION ASSISTANCE FOR CHILDREN TO ATTEND THE SCHOOL MATT MALCZEWSKI BOARD MEMBER 22500 PAYS FOR CHILDREN TO ATTEND THE SCHOOL 0 KARLY WILKINS BOARD MEMBER 22500 PAYS FOR CHILDREN TO ATTEND THE SCHOOL 0 NATHAN POWERS BOARD MEMBER 25250 PAYS FOR CHILDREN TO ATTEND THE SCHOOL 0 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.