2025-01-15T09:19:34-06:00 2024-06-30 390919055 RITZ HOLMAN LLP 330 E KILBOURN AVE SUITE 222 MILWAUKEE WI 53202 990 2023-07-01 391851636 DOWNTOWN MONTESSORI ACADEMY INC DOWN 4147446005 2507 S GRAHAM STREET MILWAUKEE WI 53207 IAN SPANIC EXECUTIVE DIR. 4147446005 2025-01-15 1 1 KATY L SOMMER P00273273 4142711451 2025-01-15 2023 2024-10-15 13:58:12Z IAN SPANIC 2507 S GRAHAM STREET MILWAUKEE WI 53207 3330567 0 X WWW.DOWNTOWNMONTESSORI.COM X 1976 WI TO CREATE A MONTESSORI ENVIRONMENT WHERE THE CHILD'S EARLY EXPERIENCES WITH LEARNING WILL HELP HIM OR HER TO BECOME A SELF-CONFIDENT, COMPETENT, COOPERATIVE ADULT. 5 5 49 240 0 0 2359548 2723669 469361 547620 6453 13376 22947 31868 2858309 3316533 0 0 0 0 2052237 2113062 0 0 0 1072718 1194946 3124955 3308008 -266646 8525 6722991 6561781 3879625 3709890 2843366 2851891 X TO CREATE A MONTESSORI ENVIRONMENT WHERE THE CHILD'S EARLY EXPERIENCES WITH LEARNING WILL HELP HIM OR HER TO BECOME A SELF-CONFIDENT, COMPETENT, COOPERATIVE ADULT. 0 0 2552315 552187 DOWNTOWN MONTESSORI ACADEMY IS A SMALL, DIVERSE, COMMUNITY-FOCUSED MONTESSORI ELEMENTARY SCHOOL THAT HAS BEEN SERVING FAMILIES SINCE 1976. AS A CITY OF MILWAUKEE CHARTER SCHOOL, STUDENTS WHO REACH AGE 4 BY SEPTEMBER 1 CAN ATTEND OUR SCHOOL WITH TUITION PROVIDED BY PUBLIC FUNDS. OUR MISSION IS TO PROVIDE A MONTESSORI EDUCATION TO A DIVERSE GROUP OF K3-8TH GRADE STUDENTS. WE ARE A TITLE I SCHOOL OF RECOGNITION, AND WE HAVE GROWN TO SERVE NEARLY 300 CHILDREN AND FAMILIES, PROVIDING AN INTIMATE SMALL-SCHOOL ENVIRONMENT, UPGRADED FACILITIES, AND AN AWARD-WINNING OUTDOOR CLASSROOM AND PLAY SPACE. WE CONTINUALLY ENGAGE WITH THE BROADER COMMUNITY TO LEVERAGE RESOURCES TO PROVIDE A RICH LEARNING ENVIRONMENT FOR OUR STUDENTS. 2552315 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 7 0 1 49 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 1 0 WI X IAN SPANIC 4147446005 2507 S GRAHAM MILWAUKEE WI 53207 MICHAEL MOORE PRESIDENT 1.00 X X 0 0 0 TRAVIS RHOADES VICE PRESIDENT 1.00 X X 0 0 0 MICHELLE HAKE TREASURER 1.00 X X 0 0 0 HEATHER HEAVILAND DIRECTOR 1.00 X 0 0 0 HOWARD AUSTIN DIRECTOR 1.00 X 0 0 0 IAN SPANIC EXECUTIVE DIR. 40.00 X 124988 0 15643 COLLEEN MCQUADE HEAD OF SCHOOL 40.00 X 112657 0 471 237645 0 16114 2 0 0 0 0 2710035 13634 2723669 CHILD CARE 900099 523348 523348 PROGRAM FEES 900099 24272 24272 547620 13376 13376 41335 14034 27301 27301 MISCELLANEOUS 900099 4567 4567 4567 3316533 552187 0 40677 253758 101815 151943 1521741 1429567 92174 198507 179639 18868 139056 121581 17475 44018 44018 31636 31636 27305 27305 14280 5840 8440 23375 21112 2263 211084 184601 26483 187792 187792 225101 202591 22510 35583 35583 INDEPENDENT INSTRUCTORS 119442 119442 LICENSE AND FEES 61957 525 61432 DUES & SUBSCRIPTIONS 50726 50726 CLASSROOM SUPPLIES 43973 43973 118674 114324 4350 3308008 2552315 755693 0 6651 2318 848424 824288 20776 32765 3978 14012 15202 18532 7450806 1804734 5827960 5646072 23794 6722991 6561781 245299 288829 8395 12102 3625931 3408959 3879625 3709890 X 2836321 2851891 7045 0 2843366 2851891 6722991 6561781 8525 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 89792 89792 6481138 1157521 5323617 432570 376487 56083 447306 270726 176580 5646072 X 3330567 14034 14034 3316533 0 3316533 3322042 14034 14034 3308008 0 3308008 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND HAS BEEN CLASSIFIED AS AN ORGANIZATION OTHER THAN A PRIVATE FOUNDATION. THE ORGANIZATION FOLLOWS ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES WHICH DESCRIBES A RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN AND ALSO PROVIDES GUIDANCE ON DERECOGNITION, INTEREST AND PENALTIES, AND DISCLOSURE. MANAGEMENT HAS REVIEWED ALL TAX POSITIONS TAKEN, IF ANY, AND THOSE EXPECTED TO BE TAKEN IN FUTURE TAX RETURNS. AS OF JUNE 30, 2024 THE ORGANIZATION HAD NO AMOUNTS RELATED TO UNRECOGNIZED INCOME TAX BENEFITS AND NO AMOUNTS RELATED TO ACCRUED INTEREST AND PENALTIES. THE ORGANIZATION DOES NOT ANTICIPATE ANY SIGNIFICANT CHANGES TO UNRECOGNIZED INCOME TAX BENEFITS OVER THE NEXT YEAR. THE ORGANIZATION IS NO LONGER SUBJECT TO U.S. FEDERAL INCOME TAX EXAMINATIONS FOR YEARS ENDING BEFORE JUNE 30, 2017. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE 14,034. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE 14,034. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE PUBLICITY REQUIREMENT OF SUBSECTION 1 OF 4.03 DOES NOT APPLY BASED ON SUBSECTION 2, 4.03 LETTER C. SCHEDULE E, PART I, LINE 6 THE ACADEMY IS A CHARTER SCHOOL THAT RECEIVES FUNDS FROM WISCONSIN DEPARTMENT OF PUBLIC INSTRUCTION WHICH PROVIDES A PER PUPIL FEE WHICH IS BASED OFF OF FULL-TIME ENROLLMENT. COFFEE & KRINGLE FUNDRAISER 17765 17765 10286 23570 23570 3748 41335 41335 14034 14034 27301 FORM 990, PART VI, SECTION B, LINE 11B LINE 11B EXPLANATION - THE 990 IS EITHER SENT ELECTRONICALLY OR PRESENTED IN PERSON DEPENDING ON THE MEETING SCHEDULE FOR REVIEW BY ALL BOARD MEMBERS. IF THERE ARE ANY QUESTIONS OR COMMENTS THESE ARE ADDRESSED AND ANY NECESSARY CHANGES MADE. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS REVIEW CONFLICT OF INTEREST POLICY AND SIGN THAT THIS IS NOT APPLICABLE. THIS IS DONE ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD ENGAGES AN INDEPENDENT HUMAN RESOURCES FIRM TO CONDUCT A STUDY OF SALARIES FOR COMPARABLE POSITIONS. COMPENSATION IS ESTABLISHED AND APPROVED BASED ON THE RECOMMENDATIONS AND FINDINGS OF THE STUDY. FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS ARE AVAILABLE AT THE SCHOOL'S OFFICE.