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Nonprofit · EIN 39-1154462

MONTESSORI SCHOOL OF WAUKESHA INC

Tax-exempt · WAUKESHA, WI 53188

Financials

$3.4M$3.1M2022$4.3M$3.4M2023$4.4M$3.7M2024
Revenue Expenses · by fiscal year end
Financials of MONTESSORI SCHOOL OF WAUKESHA INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$4,426,774$3,674,956$751,818$5,632,463$3,345,157$2,287,306
June 30, 2024990$4,324,593$3,445,625$878,968$5,036,581$3,501,093$1,535,488
June 30, 2023990$3,357,896$3,134,466$223,430$4,244,437$3,588,595$655,842
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$395,072
Program service revenue
$3,814,709
Investment income
$64,048
Net income from fundraising events
$137,604
Other revenue
$152,945

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$104,623
Other salaries and wages
$1,976,750
Salaries, compensation and benefits (total)
$2,393,285
Professional fundraising fees
$0
Legal fees
$610
Accounting fees
$12,000
Occupancy
$93,456
Travel
$4,218
Depreciation
$138,751
Program services (functional)
$2,997,471
Management and general (functional)
$610,631
Fundraising (functional)
$66,854

Balance sheet and other

Total assets, start of year
$5,036,581
Total assets, end of year
$5,632,463
Total liabilities, end of year
$3,345,157
Net assets, end of year
$2,287,306
Land, buildings and equipment
$3,288,566
Publicly traded securities
$697,568
Net assets without donor restrictions
$1,342,089
Net assets with donor restrictions
$945,217
Gross receipts
$4,426,774
Employees
76
Volunteers
9
Year formed
1963
State of legal domicile
WI

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 June 30, 2025, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
BRENDA ZELLMEREXECUTIVE DIRECTOR
Officer
40$100,570$4,023
ERIC BUCKHOUSEPRESIDENT
Trustee or director, Officer
1$0$0
CURTIS MEINSVICE PRESIDENT
Trustee or director, Officer
1$0$0
KATE WINCHELLSECRETARY
Trustee or director, Officer
1$0$0
MARY TINGTREASURER
Trustee or director, Officer
1$0$0
TIMOTHY O'MARADIRECTOR
Trustee or director
1$0$0
ASHLEY MAHERDIRECTOR
Trustee or director
1$0$0
ALEX BARTADIRECTOR
Trustee or director
1$0$0
LAUREN DEULDEDIRECTOR
Trustee or director
1$0$0
990 for the year ended June 30, 2024: 9 people
NameTitleHours / weekCompensation
BRENDA ZELLMEREXECUTIVE DIRECTOR
Officer
40$93,249
ERIC BUCKHOUSEPRESIDENT
Trustee or director, Officer
1$0
KATE WINCHELLSECRETARY
Trustee or director, Officer
1$0
CURTIS MEINSVICE PRESIDENT
Trustee or director, Officer
1$0
MARY TINGTREASURER
Trustee or director, Officer
1$0
TIMOTHY O'MARADIRECTOR
Trustee or director
1$0
ASHLEY MAHERDIRECTOR
Trustee or director
1$0
PAUL SMARTDIRECTOR
Trustee or director
1$0
ALEX BARTADIRECTOR
Trustee or director
1$0
990 for the year ended June 30, 2023: 8 people
NameTitleHours / weekCompensation
BRENDA ZELLMEREXECUTIVE DIRECTOR
Officer
40$92,086
ERIC BUCKHOUSEPRESIDENT
Trustee or director, Officer
1$0
KATE WINCHELLSECRETARY
Trustee or director, Officer
1$0
CURTIS MEINSVICE PRESIDENT
Trustee or director, Officer
1$0
MARY TINGTREASURER
Trustee or director, Officer
1$0
TIM O'MARADIRECTOR
Trustee or director
1$0
ASHLEY MAHERDIRECTOR
Trustee or director
1$0
PAUL SMARTMEMBER
Trustee or director
1$0

Address and contacts

Address (IRS master file)
2600 SUMMIT AVE, WAUKESHA, WI 53188-2704
Principal officer (990 for 2024)
BRENDA ZELLMER, 2600 SUMMIT AVENUE, WAUKESHA, WI 53188
Signed the 990
BRENDA ZELLMER, EXECUTIVE DIRECTOR
Phone
(262) 547-2545
Return prepared by
RITZ HOLMAN LLP

Mission

FOSTERING EACH CHILD'S POTENTIAL AND A LIFE-LONG LOVE OF LEARNING.

990 for the year ended June 30, 2025

Program accomplishments

  • WE SERVED 340 STUDENTS IN A MONTESSORI EDUCATIONAL PROGRAM RANGING FROM AGED TODDLER THROUGH EIGHTH GRADE AND PROVIDED THE OPTION OF WRAP CARE FOR FAMILIES WHO NEEDED IT. WE TRAINED AND CREDENTIALED MONTESSORI TEACHERS THROUGH OUR MONTESSORI TEACHER EDUCATION PROGRAM. WE ALSO OFFERED HIGH QUALITY ACADEMIC AND THEMATIC PROGRAMMING FOR A NINE WEEK SUMMER PROGRAM FOR OUR STUDENTS THAT WAS ALSO OPEN TO THE PUBLIC.
    Expenses $2,997,471 · revenue $3,830,050

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 June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
39-1154462
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
1966
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B21Z)
Assets (IRS master file)
$5,632,463
Income (IRS master file)
$4,426,774

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$4,426,774$3,674,956$5,632,463XML
990June 2024$4,324,593$3,445,625$5,036,581XML
990June 2023$3,357,896$3,134,466$4,244,437XML
990June 2022$3,100,299$3,006,317$4,067,349IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS
990June 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 39-1154462).

Questions about MONTESSORI SCHOOL OF WAUKESHA INC

What is the EIN of MONTESSORI SCHOOL OF WAUKESHA INC?
The employer identification number (EIN) of MONTESSORI SCHOOL OF WAUKESHA INC is 39-1154462.
Is MONTESSORI SCHOOL OF WAUKESHA INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1966.
Are donations to MONTESSORI SCHOOL OF WAUKESHA INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does MONTESSORI SCHOOL OF WAUKESHA INC 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 MONTESSORI SCHOOL OF WAUKESHA INC due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did MONTESSORI SCHOOL OF WAUKESHA INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of MONTESSORI SCHOOL OF WAUKESHA INC?
The 990 for the year ended June 30, 2025 names BRENDA ZELLMER.
Who are the officers and directors of MONTESSORI SCHOOL OF WAUKESHA INC?
The 990 for the year ended June 30, 2025 lists 9 people; 1 received compensation from the organization, the highest $100,570 (BRENDA ZELLMER, EXECUTIVE DIRECTOR).
How much revenue does MONTESSORI SCHOOL OF WAUKESHA INC have?
On its 990 for the year ended June 30, 2025 it reported revenue of $4,426,774, expenses of $3,674,956 and total assets of $5,632,463 at year end.

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