Nonprofit · EIN 39-1195798
SMALL WORLD MONTESSORI SOCIETY INC
Tax-exempt (reinstated) · RACINE, WI 53402
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $639,474 | $722,683 | -$83,209 | $288,660 | $49,629 | $239,031 |
| June 30, 2024 | 990 (amended) | $479,706 | $498,639 | -$18,933 | $334,530 | $12,290 | $322,240 |
| June 30, 2023 | 990 | $499,072 | $453,585 | $45,487 | $351,097 | $9,924 | $341,173 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $182,258
- of which government grants
- $182,258
- Program service revenue
- $455,873
- Investment income
- $1,743
- Net income from fundraising events
- -$4,110
- Other revenue
- -$400
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $45,394
- Other salaries and wages
- $473,257
- Salaries, compensation and benefits (total)
- $560,719
- Professional fundraising fees
- $0
- Accounting fees
- $10,157
- Travel
- $33
- Depreciation
- $16,023
- Program services (functional)
- $644,067
- Management and general (functional)
- $78,616
Balance sheet and other
- Total assets, start of year
- $334,530
- Total assets, end of year
- $288,660
- Total liabilities, end of year
- $49,629
- Net assets, end of year
- $239,031
- Land, buildings and equipment
- $142,625
- Net assets without donor restrictions
- $239,031
- Gross receipts
- $645,212
- Employees
- 30
- Year formed
- 1973
- 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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PETER BRAUN | Director Trustee or director | 2 | $0 |
| PAUL BRAUN | Director Trustee or director | 2 | $0 |
| JULIA MILLER | Director Trustee or director | 2 | $0 |
| STEPHEN PETRO | Treasurer Trustee or director | 2 | $0 |
| BECKY BIERNAT | Secretary Trustee or director | 2 | $0 |
| LIDIA HERNANDEZ GUIZAR | Vice President Trustee or director | 2 | $0 |
| GINA BRAUN | Director Trustee or director | 2 | $0 |
| MELISSA RIDGEWAY | President Trustee or director, Officer | 2 | $0 |
| EMILY MUELLER | Director Trustee or director | 2 | $0 |
990 for the year ended June 30, 2024: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LORIANN L GEISLER | Executive Dir. Trustee or director | 40 | $54,940 |
| ANGIE MOLINA | Executive Dir. Trustee or director, Officer | 40 | $37,090 |
| PETER BRAUN | Director Trustee or director | 2 | $0 |
| PAUL BRAUN | Director Trustee or director | 2 | $0 |
| JULIA MILLER | Director Trustee or director | 2 | $0 |
| STEPHEN PETRO | Treasurer Trustee or director | 2 | $0 |
| BECKY BIERNAT | Secretary Trustee or director | 2 | $0 |
| LIDIA HERNANDEZ GUIZAR | Vice President Trustee or director | 2 | $0 |
| GINA BRAUN | Director Trustee or director | 2 | $0 |
| MELISSA RIDGEWAY | President Trustee or director, Officer | 2 | $0 |
| EMILY MUELLER | Director Trustee or director | 2 | $0 |
990 for the year ended June 30, 2023: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LORI GEISLER | Director Trustee or director, Officer | 40 | $54,733 |
| LISA HARRIS | Director Trustee or director, Officer | 40 | $37,518 |
| MIRANDA BOEHLER | Director Trustee or director | 2 | $0 |
| JULIA MILLER | Director Trustee or director | 2 | $0 |
| STEPHEN PETRO | Treasurer Trustee or director | 2 | $0 |
| BECKY BIERNAT | Secretary Trustee or director | 2 | $0 |
| LIDIA HERNANDEZ GUIZAR | Vice President Trustee or director | 2 | $0 |
| MELISSA RIDGEWAY | President Trustee or director, Officer | 2 | $0 |
| HARLEY GLODOWSKI | Director Trustee or director | 2 | $0 |
| EMILY MUELLER | Director Trustee or director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 1008 HIGH ST, RACINE, WI 53402-4819
- Signed the 990
- MELISSA RIDGEWAY, President
- Phone
- (262) 632-6797
- Website
- WWW.SMWSCHOOL.ORG
- Return prepared by
- Gordon J Maier & Company LLP
Mission
SCHOOL FOR MONTESSORI EDUCATION FOR CHILDREN AGES 2-6 COVERING PRESCHOOL AND KINDERGARTEN PROGRAMMING. ALSO PROVIDING MONTESSORI PROGRAMS FOR BEFORE AND AFTER SCHOOL CARE
Program accomplishments
- SCHOOL FOR MONTESSORI EDUCATION FOR CHILDREN AGES 2-6 COVERING PRESCHOOL AND KINDERGARTEN PROGRAMMING. ALSO PROVIDING MONTESSORI PROGRAMS FOR BEFORE AND AFTER SCHOOL CAREExpenses $644,067
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 39-1195798
- 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
- 2019
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B21)
- Assets (IRS master file)
- $288,660
- Income (IRS master file)
- $645,212
Revocation and reinstatement
- Exemption revoked
- November 15, 2016
- Posted by the IRS
- March 13, 2017
- Reinstated
- Effective November 15, 2016
From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $639,474 | $722,683 | $288,660 | IRS |
| 990 | June 2024 | $479,706 | $498,639 | $334,530 | XML |
| 990 | June 2023 | $499,072 | $453,585 | $351,097 | XML |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | 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 39-1195798).
Questions about SMALL WORLD MONTESSORI SOCIETY INC
- What is the EIN of SMALL WORLD MONTESSORI SOCIETY INC?
- The employer identification number (EIN) of SMALL WORLD MONTESSORI SOCIETY INC is 39-1195798.
- Is SMALL WORLD MONTESSORI SOCIETY INC tax-exempt?
- Yes. The IRS revoked its exemption on November 15, 2016 and reinstated it effective November 15, 2016.
- Are donations to SMALL WORLD MONTESSORI SOCIETY INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SMALL WORLD MONTESSORI SOCIETY 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 SMALL WORLD MONTESSORI SOCIETY 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 SMALL WORLD MONTESSORI SOCIETY INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who are the officers and directors of SMALL WORLD MONTESSORI SOCIETY INC?
- The 990 for the year ended June 30, 2025 lists 9 people; 0 received compensation from the organization.
- How much revenue does SMALL WORLD MONTESSORI SOCIETY INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $639,474, expenses of $722,683 and total assets of $288,660 at year end.
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