Nonprofit · EIN 36-4369515
WHEATON MONTESSORI SCHOOL
Tax-exempt · WHEATON, IL 60187
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990 | $3,051,217 | $2,941,887 | $109,330 | $1,257,195 | $484,139 | $773,056 |
| August 31, 2024 | 990 | $2,736,436 | $2,919,285 | -$182,849 | $1,170,998 | $507,272 | $663,726 |
| August 31, 2023 | 990 | $2,689,652 | $2,601,732 | $87,920 | $1,370,959 | $524,384 | $846,575 |
Financial details: 990 for the year ended August 31, 2025
Revenue
- Contributions, gifts and grants
- $287,847
- Program service revenue
- $2,740,038
- Investment income
- $20,273
- Other revenue
- $3,059
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $505,346
- Other salaries and wages
- $980,411
- Salaries, compensation and benefits (total)
- $1,711,665
- Professional fundraising fees
- $0
- Legal fees
- $9,999
- Accounting fees
- $11,141
- Occupancy
- $819,471
- Depreciation
- $50,000
- Program services (functional)
- $2,657,235
- Management and general (functional)
- $284,652
Balance sheet and other
- Total assets, start of year
- $1,170,998
- Total assets, end of year
- $1,257,195
- Total liabilities, end of year
- $484,139
- Net assets, end of year
- $773,056
- Land, buildings and equipment
- $477,076
- Gross receipts
- $3,051,217
- Employees
- 27
- Year formed
- 2000
- State of legal domicile
- IL
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| EMILY SEARCY | Director Trustee or director | 40 | $132,213 |
| ELIZABETH BERDICK | Vice President Trustee or director, Officer | 40 | $129,986 |
| REBECCA LINGO | President Trustee or director, Officer | 40 | $121,364 |
| BERTHA TAYLOR | Director Trustee or director | 40 | $70,386 |
| IVANIA RIVERA | Director Trustee or director | 40 | $51,397 |
| BRENTON BERDICK | Secretary Trustee or director, Officer | 5 | $0 |
990 for the year ended August 31, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ELIZABETH BERDICK | Vice President Trustee or director, Officer | 40 | $124,637 |
| REBECCA LINGO | President Trustee or director, Officer | 40 | $124,005 |
| EMILY SEARCY | Director Trustee or director | 40 | $122,011 |
| BERTHA TAYLOR | Director Trustee or director | 40 | $70,783 |
| IVANIA RIVERA | Director Trustee or director | 40 | $45,367 |
| BRENTON BERDICK | Secretary/TREAS Trustee or director, Officer | 5 | $0 |
990 for the year ended August 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REBECCA LINGO | President Trustee or director, Officer | 40 | $121,677 |
| EMILY SEARCY | Director Trustee or director | 40 | $121,223 |
| ELIZABETH BERDICK | Vice President Trustee or director, Officer | 40 | $120,975 |
| BERTHA TAYLOR | Director Trustee or director | 40 | $70,085 |
| IVANIA RIVERA | Director Trustee or director | 40 | $43,250 |
| BRENTON BERDICK | Secretary/TREAS Trustee or director, Officer | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 1980 N GARY AVE, WHEATON, IL 60187-3072
- Signed the 990
- REBECCA LINGO, President
- Phone
- (630) 653-5100
- Website
- WWW.WHEATONMONTESSORI.ORG
- Return prepared by
- Corporate Capital Inc
Mission
PROVIDING EDUCATION FOR CHILDREN USING THE METHODS AND PHILOSOPHIES OF MONTESSORI.
Program accomplishments
- EDUCATIONAL PROGRAMS FOR CHILDREN FROM 3 TO 15 YEARS OF AGE, USING THE METHODS AND PHILOSOPHIES OF MONTESSORI.Expenses $2,657,235 · revenue $2,740,038
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990 on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990 on file |
IRS record
- EIN
- 36-4369515
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- School
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2001
- Accounting year ends
- August
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B20)
- Assets (IRS master file)
- $1,257,195
- Income (IRS master file)
- $3,051,217
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | August 2025 | $3,051,217 | $2,941,887 | $1,257,195 | XML |
| 990 | August 2024 | $2,736,436 | $2,919,285 | $1,170,998 | XML |
| 990 | August 2023 | $2,689,652 | $2,601,732 | $1,370,959 | XML |
| 990 | August 2022 | $2,187,455 | $2,370,584 | $1,297,538 | IRS |
| 990 | August 2021 | – | – | – | IRS |
| 990 | August 2020 | – | – | – | IRS |
| 990 | August 2019 | – | – | – | IRS |
| 990 | August 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 36-4369515).
Questions about WHEATON MONTESSORI SCHOOL
- What is the EIN of WHEATON MONTESSORI SCHOOL?
- The employer identification number (EIN) of WHEATON MONTESSORI SCHOOL is 36-4369515.
- Is WHEATON MONTESSORI SCHOOL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to WHEATON MONTESSORI SCHOOL tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WHEATON MONTESSORI SCHOOL file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of WHEATON MONTESSORI SCHOOL due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WHEATON MONTESSORI SCHOOL last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended August 2025.
- Who are the officers and directors of WHEATON MONTESSORI SCHOOL?
- The 990 for the year ended August 31, 2025 lists 6 people; 5 received compensation from the organization, the highest $132,213 (EMILY SEARCY, Director).
- How much revenue does WHEATON MONTESSORI SCHOOL have?
- On its 990 for the year ended August 31, 2025 it reported revenue of $3,051,217, expenses of $2,941,887 and total assets of $1,257,195 at year end.
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