WACO MONTESSORI SCHOOL INC

EIN: 742615440 501(c)(3) Education

WACO, TX

Total Revenue
$2,880,480
Total Expenses
$3,036,315
Total Assets
$3,068,790
Net Assets
$1,960,841
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1993
Legal Domicile
TX
Principal Officer
STACEY MEYER
Phone
2547543966
Tax Period
2024-08-01 to 2025-07-31

WACO MONTESSORI SCHOOL INC, founded in 1993, is a community nonprofit in the Education sector that reported $2.9M in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion.

Mission

TO EDUCATE CHILDREN IN A NURTURING, STIMULATING MONTESSORI ENVIRONMENT THAT APPRECIATES AND CELEBRATES EACH CHILD, ENCOURAGES RESPECT FOR ONESELF AND OTHERS, AND DEVELOPS LIFE-LONG LEARNING AND PROBLEM-SOLVING SKILLS.

Program Service Accomplishments

Program 1
Expenses: $2,611,841 Revenue: $2,742,404

PROVIDING DAY CARE AND EARLY CHILDHOOD EDUCATION FOR CHILDREN FROM AGE EIGHTEEN MONTHS THROUGH SIXTH GRADE USING THE MONTESSORI METHOD OF INSTRUCTION. INCLUDES EDUCATIONAL INSTRUCTION AS WELL AS...

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PROVIDING DAY CARE AND EARLY CHILDHOOD EDUCATION FOR CHILDREN FROM AGE EIGHTEEN MONTHS THROUGH SIXTH GRADE USING THE MONTESSORI METHOD OF INSTRUCTION. INCLUDES EDUCATIONAL INSTRUCTION AS WELL AS BEFORE AND AFTER SCHOOL CARE. APPROXIMATELY 250 STUDENTS WERE SERVED FOR THE 2024-2025 SCHOOL YEAR.

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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 (2024)

Revenue Breakdown

Contributions & Grants $52,706
Program Service Revenue $2,704,026
Investment Income $23,958
Other Revenue $99,790
TOTAL REVENUE $2,880,480

Expense Breakdown

Grants Paid $0
Salaries & Benefits $2,371,149
Fundraising Expenses $5,609
Program Expenses $2,611,841
Other Expenses $665,166
TOTAL EXPENSES $3,036,315

Year-over-Year Comparison

2024 2023 Change
Revenue $2,880,480 $2,506,981 +0.1%
Expenses $3,036,315 $2,811,512 +0.1%
Net Income $-155,835 $-304,531 -0.5%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Liquidity & Cash Position

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Governance

Voting Members
11
Independent Members
11
Employees
91
Volunteers
47

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
6
$102,415
Total Directors
13
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
STACEY MEYER HEAD OF SCHOOL 40.00
Officer
$93,490 $8,925 $102,415
ZACH SIEFERT PRESIDENT 1.00
Officer Director
$0 $0 $0
DAVID MAYFIELD IMMED PAST PRESIDENT 1.00
Officer Director
$0 $0 $0
MARY LOU GLAESMANN VICE PRESIDENT 1.00
Officer Director
$0 $0 $0
MATT ROLLINS TREASURER 1.00
Officer Director
$0 $0 $0
ALLA AKSEL SECRETARY 1.00
Officer Director
$0 $0 $0
LARAINE DUPUY BOARD MEMBER 1.00
Director
$0 $0 $0
NICK DEAVER BOARD MEMBER 1.00
Director
$0 $0 $0
MELINDA NORTON BOARD MEMBER 1.00
Director
$0 $0 $0
MIKE DONOHUE BOARD MEMBER 1.00
Director
$0 $0 $0
MELANIE CHATMAS BOARD MEMBER 1.00
Director
$0 $0 $0
LISA PLEMONS BOARD MEMBER 1.00
Director
$0 $0 $0
RICH CHATMAS BOARD MEMBER 1.00
Director
$0 $0 $0
SHARON WIENER BOARD MEMBER 1.00
Director
$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 $2,880,480 $3,036,315 $3,068,790 $-155,835
2024 $2,506,981 $2,811,512 $3,153,447 $-304,531
2023 $2,641,226 $2,381,380 $3,380,886 $259,846
2022 $2,651,860 $2,470,383 $3,315,234 $181,477
2021 $2,401,886 $2,217,827 $3,092,990 $184,059
2020 $2,242,105 $2,165,223 $2,660,716 $76,882
2019 $2,057,654 $2,107,279 $2,314,417 $-49,625
2018 $2,099,438 $2,042,922 $2,270,412 $56,516
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