WISCONSIN MONTESSORI SOCIETY INC

EIN: 391016541 501(c)(3) Education

MILWAUKEE, WI

Total Revenue
$7,654,845
Total Expenses
$6,416,940
Total Assets
$14,544,510
Net Assets
$11,947,740
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
1961
Legal Domicile
WI
Principal Officer
KATHERINE LEWIS
Phone
4142590370
Tax Period
2023-07-01 to 2024-06-30

WISCONSIN MONTESSORI SOCIETY INC, founded in 1961, is a community nonprofit in the Education sector that reported $7.7M in total revenue in fiscal year 2023. Revenue grew 14% year-over-year, indicating healthy expansion. The organization ran a surplus of $1.2M, a strong 16% operating margin.

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 Service Accomplishments

Program 1
Expenses: $5,013,410 Revenue: $6,746,626

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...

Read more

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.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Sign In — Free (10 views/day)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $746,079
Program Service Revenue $6,746,626
Investment Income $149,560
Other Revenue $12,580
TOTAL REVENUE $7,654,845

Expense Breakdown

Grants Paid $0
Salaries & Benefits $4,501,059
Fundraising Expenses $109,495
Program Expenses $5,013,410
Other Expenses $1,915,881
TOTAL EXPENSES $6,416,940

Year-over-Year Comparison

2023 2022 Change
Revenue $7,654,845 $6,720,100 +0.1%
Expenses $6,416,940 $5,949,428 +0.1%
Net Income $1,237,905 $770,672 +0.6%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Sign In

Governance

Voting Members
7
Independent Members
7
Employees
111
Volunteers
25

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
4
$219,298
Total Directors
4
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JULIE LEDGER TRUSTEE 0.25
Director
$0 $0 $0
CHRISTIAN WALTERS TRUSTEE 0.25
Director
$0 $0 $0
WILL LODER TRUSTEE 0.25
Director
$0 $0 $0
MONA SHAH TRUSTEE 0.25
Director
$0 $0 $0
KATHLEEN O'BRIEN VICE PRESIDENT 0.25
Officer
$0 $0 $0
MONICA VAN AKEN HEAD OF SCHOOL 50.00
Officer
$208,461 $10,837 $219,298
ROB DEJONG TREASURER 0.25
Officer
$0 $0 $0
KATHERINE LEWIS PRESIDENT 0.25
Officer
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 No data No data No data No data
2024 $7,654,845 $6,416,940 $14,544,510 $1,237,905
2023 $6,720,100 $5,949,428 $13,705,495 $770,672
2022 $6,437,977 $5,358,392 $12,863,252 $1,079,585
2021 $6,092,899 $5,007,699 $11,921,890 $1,085,200
2020 $5,385,094 $4,866,888 $11,317,467 $518,206
2019 $5,555,838 $4,908,936 $8,455,783 $646,902
Explore More Nonprofits
Top 100 Nonprofits in Wisconsin Largest U.S. Nonprofits Best Rated Nonprofits Most Efficient Nonprofits

Compare WISCONSIN MONTESSORI SOCIETY INC with other nonprofits in Wisconsin and across the country.