Nonprofit · EIN 39-1016541
WISCONSIN MONTESSORI SOCIETY INC
Tax-exempt · MILWAUKEE, WI 53226
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $7,519,817 | $7,294,500 | $225,317 | $15,168,771 | $2,836,248 | $12,332,523 |
| June 30, 2024 | 990 | $7,654,845 | $6,416,940 | $1,237,905 | $14,544,510 | $2,596,770 | $11,947,740 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $303,402
- Program service revenue
- $7,088,373
- Investment income
- $119,416
- Net gain from sales of assets
- -$19,424
- Net income from fundraising events
- $374
- Other revenue
- $8,626
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $352,306
- Other salaries and wages
- $3,808,470
- Salaries, compensation and benefits (total)
- $5,153,335
- Professional fundraising fees
- $0
- Legal fees
- $205,783
- Accounting fees
- $22,641
- Depreciation
- $449,984
- Program services (functional)
- $5,544,053
- Management and general (functional)
- $1,631,935
- Fundraising (functional)
- $118,512
Balance sheet and other
- Total assets, start of year
- $14,544,510
- Total assets, end of year
- $15,168,771
- Total liabilities, end of year
- $2,836,248
- Net assets, end of year
- $12,332,523
- Land, buildings and equipment
- $9,040,411
- Net assets without donor restrictions
- $12,328,911
- Net assets with donor restrictions
- $3,612
- Gross receipts
- $7,697,736
- Employees
- 119
- Volunteers
- 25
- Year formed
- 1961
- State of legal domicile
- WI
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MONICA VAN AKEN 7124 - 63025 | HEAD OF SCHOOL Officer | 50 | $228,063 | $11,028 |
| DEBBIE MATHER | BUSINESS MANAGER Highest-paid employee | 47 | $122,800 | $12,152 |
| DAVID SWANSON 5125 - 63025 | HEAD OF SCHOOL Officer | 50 | $80,656 | $11,086 |
| JULIE LEDGER | TRUSTEE Trustee or director | 0.25 | $0 | $0 |
| WILL LODER | TRUSTEE Trustee or director | 0.25 | $0 | $0 |
| MONA SHAH | TRUSTEE Trustee or director | 0.25 | $0 | $0 |
| KATHLEEN O'BRIEN | VICE PRESIDENT Officer | 0.25 | $0 | $0 |
| ROB DEJONG | TREASURER Officer | 0.25 | $0 | $0 |
| KATHERINE LEWIS | PRESIDENT Officer | 0.25 | $0 | $0 |
| CHRISTIAN WALTERS | SECRETARY Officer | 0.25 | $0 | $0 |
990 for the year ended June 30, 2024: 8 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MONICA VAN AKEN | HEAD OF SCHOOL Officer | 50 | $208,461 | $10,837 |
| JULIE LEDGER | TRUSTEE Trustee or director | 0.25 | $0 | $0 |
| CHRISTIAN WALTERS | TRUSTEE Trustee or director | 0.25 | $0 | $0 |
| WILL LODER | TRUSTEE Trustee or director | 0.25 | $0 | $0 |
| MONA SHAH | TRUSTEE Trustee or director | 0.25 | $0 | $0 |
| KATHLEEN O'BRIEN | VICE PRESIDENT Officer | 0.25 | $0 | $0 |
| ROB DEJONG | TREASURER Officer | 0.25 | $0 | $0 |
| KATHERINE LEWIS | PRESIDENT Officer | 0.25 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 345 N 95TH ST, MILWAUKEE, WI 53226-4441
- Principal officer (990 for 2024)
- KATHERINE LEWIS, 345 NORTH 95TH STREET, MILWAUKEE, WI 53226
- Signed the 990
- KATHERINE LEWIS, PRESIDENT
- Phone
- (414) 259-0370
- Website
- MILWAUKEE-MONTESSORI.ORG
- Return prepared by
- VRAKAS SC
Mission
MISSION: EDUCATING YOUNGSTERS TO BECOME AN INFORMED, COMMITTED, AND DIFFERENCE-MAKING GENERATION. VISION: EDUCATING CHILDREN TO GRADUATE AS INFORMED, ENGAGED, ETHICALLY MINDED CITIZENS OF THE WORLD THAT THEY INHERIT. PURPOSE: MILWAUKEE MONTESSORI SCHOOL IS A PRIVATE INDEPENDENT DAY SCHOOL DEDICATED TO EXPANDING THE HUMAN POTENTIAL OF ALL CHILDREN FOR THE PURPOSE OF EDUCATING THEM FOR A FREER, SAFER, WORLD. THE WORK OF OUR FACULTY AND STAFF ADVANCES OUR IDEAS ROOTED IN OUR BELIEF IN DEMOCRACY, PERSONAL FREEDOM, SOLIDARITY WITH THOSE AT THE PERIPHERY OF SOCIETY, THE WELL-BEING OF OUR PLANET, AND EDUCATING CHILDREN TO BECOME INFORMED, ENGAGED, ETHICALLY MINDED CITIZENS FOR THE WORLD THAT THEY WILL INHERIT.
Program accomplishments
- MONTESSORI SCHOOL AND DAY CARE PROGRAM - TAUGHT AND COUNSELED CHILDREN OF ALL AGES IN THE COMMON CLASSICAL BRANCHES OF LEARNING: PHILOSOPHY, RHETORIC, MUSIC, LANGUAGE, THE ARTS AND SCIENCES. MONTESSORI SCHOOL SERVES APPROXIMATELY 400 CHILDREN EACH YEAR.Expenses $5,544,053 · revenue $7,088,373
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 39-1016541
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- School
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1964
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B21Z)
- Assets (IRS master file)
- $15,168,771
- Income (IRS master file)
- $7,697,736
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $7,519,817 | $7,294,500 | $15,168,771 | IRS |
| 990 | June 2024 | $7,654,845 | $6,416,940 | $14,544,510 | XML |
| 990 | June 2023 | $6,720,100 | $5,949,428 | $13,705,495 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 39-1016541).
Questions about WISCONSIN MONTESSORI SOCIETY INC
- What is the EIN of WISCONSIN MONTESSORI SOCIETY INC?
- The employer identification number (EIN) of WISCONSIN MONTESSORI SOCIETY INC is 39-1016541.
- Is WISCONSIN MONTESSORI SOCIETY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1964.
- Are donations to WISCONSIN MONTESSORI SOCIETY INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WISCONSIN MONTESSORI SOCIETY INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of WISCONSIN MONTESSORI SOCIETY INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WISCONSIN MONTESSORI SOCIETY INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of WISCONSIN MONTESSORI SOCIETY INC?
- The 990 for the year ended June 30, 2025 names KATHERINE LEWIS.
- Who are the officers and directors of WISCONSIN MONTESSORI SOCIETY INC?
- The 990 for the year ended June 30, 2025 lists 10 people; 3 received compensation from the organization, the highest $228,063 (MONICA VAN AKEN 7124 - 63025, HEAD OF SCHOOL).
- How much revenue does WISCONSIN MONTESSORI SOCIETY INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $7,519,817, expenses of $7,294,500 and total assets of $15,168,771 at year end.
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