MONTESSORI SCHOOL OF WAUSAU INC

EIN: 391141339 501(c)(3) Education

WAUSAU, WI

Total Revenue
$200,330
Total Expenses
$193,809
Total Assets
$146,179
Net Assets
$126,633
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
1970
Legal Domicile
WI
Tax Period
2023-07-01 to 2024-06-30

MONTESSORI SCHOOL OF WAUSAU INC, founded in 1970, is a small nonprofit in the Education sector that reported $200K in total revenue in fiscal year 2023. Revenue decreased 13% compared to the prior year. Expenses of $194K left a modest 3% surplus.

Mission

PRESCHOOL EDUCATION

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Trantor Score

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

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

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $200,330
Investment Income $0
Other Revenue $0
TOTAL REVENUE $200,330

Expense Breakdown

Grants Paid $0
Salaries & Benefits $150,520
Fundraising Expenses $0
Program Expenses $128,005
Other Expenses $43,289
TOTAL EXPENSES $193,809

Year-over-Year Comparison

2023 2022 Change
Revenue $200,330 $228,996 -0.1%
Expenses $193,809 $238,235 -0.2%
Net Income $6,521 $-9,239 -1.7%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
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Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

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

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Governance

Voting Members
5
Independent Members
5
Employees
9
Volunteers
N/A

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
2
$0
Total Directors
1
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
GWENDOLYN LOMBARDO DIRECTOR 40.00
Director
$0 $0 $0
NANCY PLATTA SECRETARY AND TREASURER 1.00
Officer
$0 $0 $0
TONI WEINKAUF PRESIDENT 1.00
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 $200,330 $193,809 $146,179 $6,521
2023 $228,996 $238,235 $139,604 $-9,239
2022 $238,162 $247,044 $147,728 $-8,882
2021 $178,993 $217,177 $154,267 $-38,184
2020 $242,903 $269,644 $188,983 $-26,741
2019 $260,896 $274,364 $221,034 $-13,468
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