Adeline Montessori School Inc
- Assets
- $846.8k
- Revenue
- $2.1m
- Investments
- $0.0
- Employees
- 40
- Location
- Oconomowoc, WI
- Founding
- Data as of
- 06/2023
- EIN
- 85-2142582
Organization Overview
Adeline Montessori School Inc is located in Oconomowoc, WI. According to its NTEE Classification (B24) the organization is classified as: Primary & Elementary Schools, under the broad grouping of Education and related organizations. As of 06/2023, Adeline Montessori School Inc employed 40 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Adeline Montessori School Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2023, Adeline Montessori School Inc generated $2.1m in total revenue. This organization has experienced exceptional growth, as over the past 2 years, it has increased revenue by an average of 23.4% each year . All expenses for the organization totaled $2.3m during the year ending 06/2023. While expenses have increased by 31.7% per year over the past 2 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2023
Describe the Organization's Mission:
Part 3 - Line 1
ADELINE MONTESSORI SCHOOL COMMUNITY OF STAFF, FACULTY, AND FAMILIES STRIVES TO PREPARE CHILDREN TO BECOME SELF-MOTIVATED BY THEIR INNATE SENSE OF CURIOSITY AND ENCOURAGE THEM TO USE CRITICAL THINKING SKILLS AND DIPLOMACY TO OVERCOME OBSTACLES. THE AMS COMMUNITY/TEAM WILL GUIDE STUDENTS TO PROBLEM-SOLVE WITH EMPATHY AS THEY GROW TO BECOME ADULTS WITH INTEGRITY.
Describe the Organization's Program Activity:
Part 3 - Line 4a
ADELINE MONTESSORI SCHOOL COMMUNITY OF STAFF, FACULTY, AND FAMILIES STRIVES TO PREPARE CHILDREN TO BECOME SELF-MOTIVATED BY THEIR INNATE SENSE OF CURIOSITY AND ENCOURAGE THEM TO USE CRITICAL THINKING SKILLS AND DIPLOMACY TO OVERCOME OBSTACLES. THE AMS COMMUNITY/TEAM WILL GUIDE STUDENTS TO PROBLEM-SOLVE WITH EMPATHY AS THEY GROW TO BECOME ADULTS WITH INTEGRITY.
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PDF Copies of 990 Filings
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Emily Rodriguez District Pri | Officer | 40 | $43,269 |
William Walsh Vice Preside | OfficerTrustee | 1 | $10,735 |
Susan Barkow Parent Membe | Trustee | 1 | $0 |
Danielle Sell President | OfficerTrustee | 1 | $0 |
Heather Smart Secretary | OfficerTrustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $1,466,962 |
| All other contributions, gifts, grants, and similar amounts not included above | $75,351 |
| Noncash contributions included in lines 1a–1f | $50,000 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $1,542,313 |
| Total Program Service Revenue | $580,267 |
| Investment income | $150 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $2,131,001 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $115,385 |
| Compensation of current officers, directors, key employees. | $49,385 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $1,006,601 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $53,194 |
| Payroll taxes | $90,541 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $21,350 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $140,270 |
| Advertising and promotion | $0 |
| Office expenses | $76,825 |
| Information technology | $4,142 |
| Royalties | $0 |
| Occupancy | $340,857 |
| Travel | $7,694 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $114,928 |
| Interest | $16,817 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $18,562 |
| Insurance | $15,497 |
| All other expenses | $0 |
| Total functional expenses | $2,250,960 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $179,435 |
| Savings and temporary cash investments | $10,362 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $48,440 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $24,806 |
| Inventories for sale or use | $2,000 |
| Prepaid expenses and deferred charges | $20,000 |
| Net Land, buildings, and equipment | $37,581 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $524,179 |
| Total assets | $846,803 |
| Accounts payable and accrued expenses | $274,505 |
| Grants payable | $0 |
| Deferred revenue | $42,190 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $9,000 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $545,300 |
| Total liabilities | $870,995 |
| Net assets without donor restrictions | -$24,192 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $846,803 |