Nonprofit · EIN 39-1851636
DOWNTOWN MONTESSORI ACADEMY INC
Also known as THOMPSON BRUCE TTEE
Tax-exempt · MILWAUKEE, WI 53207
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $3,371,470 | $3,409,730 | -$38,260 | $6,320,675 | $3,507,044 | $2,813,631 |
| June 30, 2024 | 990 | $3,316,533 | $3,308,008 | $8,525 | $6,561,781 | $3,709,890 | $2,851,891 |
| June 30, 2023 | 990 | $2,858,309 | $3,124,955 | -$266,646 | $6,722,991 | $3,879,625 | $2,843,366 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $2,690,018
- of which government grants
- $2,688,560
- Program service revenue
- $598,796
- Investment income
- $24,355
- Net income from fundraising events
- $40,459
- Other revenue
- $58,301
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $258,468
- Other salaries and wages
- $1,654,487
- Salaries, compensation and benefits (total)
- $2,263,752
- Professional fundraising fees
- $0
- Legal fees
- $7,884
- Accounting fees
- $47,371
- Occupancy
- $190,477
- Depreciation
- $218,019
- Program services (functional)
- $2,678,570
- Management and general (functional)
- $731,160
Balance sheet and other
- Total assets, start of year
- $6,561,781
- Total assets, end of year
- $6,320,675
- Total liabilities, end of year
- $3,507,044
- Net assets, end of year
- $2,813,631
- Land, buildings and equipment
- $5,431,054
- Net assets without donor restrictions
- $2,813,631
- Gross receipts
- $3,385,011
- Employees
- 46
- Volunteers
- 240
- Year formed
- 1976
- 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 | Other / benefits |
|---|---|---|---|---|
| IAN SPANIC | EXECUTIVE DIR. Officer | 40 | $127,157 | $15,716 |
| COLLEEN MCQUADE | HEAD OF SCHOOL Officer | 40 | $119,104 | $471 |
| MICHAEL MOORE | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| TRAVIS RHOADES | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| MICHELLE HAKE | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| HEATHER HEAVILAND | DIRECTOR Trustee or director | 1 | $0 | $0 |
| HOWARD AUSTIN | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2024: 7 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| IAN SPANIC | EXECUTIVE DIR. Officer | 40 | $124,988 | $15,643 |
| COLLEEN MCQUADE | HEAD OF SCHOOL Officer | 40 | $112,657 | $471 |
| MICHAEL MOORE | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| TRAVIS RHOADES | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| MICHELLE HAKE | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| HEATHER HEAVILAND | DIRECTOR Trustee or director | 1 | $0 | $0 |
| HOWARD AUSTIN | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 7 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| IAN SPANIC | EXECUTIVE DIR. Officer | 40 | $106,674 | $14,591 |
| AMY GOODENOUGH | HEAD OF SCHOOL Officer | 40 | $67,488 | $28,925 |
| MICHAEL MOORE | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| TRAVIS RHOADES | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| MICHELLE HAKE | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| HEATHER HEAVILAND | DIRECTOR Trustee or director | 1 | $0 | $0 |
| HOWARD AUSTIN | DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2507 S GRAHAM ST, MILWAUKEE, WI 53207-1609
- Principal officer (990 for 2024)
- IAN SPANIC, 2507 S GRAHAM STREET, MILWAUKEE, WI 53207
- Signed the 990
- IAN SPANIC, EXECUTIVE DIR.
- Phone
- (414) 744-6005
- Website
- WWW.DOWNTOWNMONTESSORI.COM
- Return prepared by
- RITZ HOLMAN LLP
Mission
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.
Program accomplishments
- 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.Expenses $2,678,570 · revenue $616,638
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
- 39-1851636
- 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
- 1998
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B21P)
- Assets (IRS master file)
- $6,320,675
- Income (IRS master file)
- $3,385,011
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $3,371,470 | $3,409,730 | $6,320,675 | IRS |
| 990 | June 2024 | $3,316,533 | $3,308,008 | $6,561,781 | XML |
| 990 | June 2023 | $2,858,309 | $3,124,955 | $6,722,991 | XML |
| 990 | June 2022 | $2,785,581 | $2,583,076 | $7,279,991 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 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 39-1851636).
Questions about DOWNTOWN MONTESSORI ACADEMY INC
- What is the EIN of DOWNTOWN MONTESSORI ACADEMY INC?
- The employer identification number (EIN) of DOWNTOWN MONTESSORI ACADEMY INC is 39-1851636.
- Is DOWNTOWN MONTESSORI ACADEMY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to DOWNTOWN MONTESSORI ACADEMY INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does DOWNTOWN MONTESSORI ACADEMY 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 DOWNTOWN MONTESSORI ACADEMY 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 DOWNTOWN MONTESSORI ACADEMY 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 DOWNTOWN MONTESSORI ACADEMY INC?
- The 990 for the year ended June 30, 2025 names IAN SPANIC.
- Who are the officers and directors of DOWNTOWN MONTESSORI ACADEMY INC?
- The 990 for the year ended June 30, 2025 lists 7 people; 2 received compensation from the organization, the highest $127,157 (IAN SPANIC, EXECUTIVE DIR.).
- How much revenue does DOWNTOWN MONTESSORI ACADEMY INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $3,371,470, expenses of $3,409,730 and total assets of $6,320,675 at year end.
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