Nonprofit · EIN 41-1384616
WHITE BEAR MONTESSORI SCHOOL
Tax-exempt · WHITE BEAR LK, MN 55110
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,969,242 | $2,044,330 | -$75,088 | $5,304,385 | $3,418,302 | $1,886,083 |
| June 30, 2024 | 990 | $1,648,355 | $1,591,633 | $56,722 | $2,727,974 | $766,803 | $1,961,171 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $209,007
- Program service revenue
- $1,721,999
- Investment income
- $28,434
- Net gain from sales of assets
- -$11,165
- Net income from fundraising events
- $9,802
- Other revenue
- $9,802
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $147,707
- Other salaries and wages
- $1,014,939
- Salaries, compensation and benefits (total)
- $1,336,186
- Professional fundraising fees
- $30,030
- Accounting fees
- $2,300
- Occupancy
- $134,746
- Depreciation
- $179,575
- Program services (functional)
- $1,559,879
- Management and general (functional)
- $451,752
- Fundraising (functional)
- $32,699
Balance sheet and other
- Total assets, start of year
- $2,727,974
- Total assets, end of year
- $5,304,385
- Total liabilities, end of year
- $3,418,302
- Net assets, end of year
- $1,886,083
- Land, buildings and equipment
- $4,671,188
- Net assets without donor restrictions
- $1,886,083
- Gross receipts
- $1,993,616
- Employees
- 44
- Volunteers
- 12
- Year formed
- 1980
- State of legal domicile
- MN
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 |
|---|---|---|---|---|
| MARNIE MCPHERSON | HEAD OF SCHO Officer | 40 | $85,695 | $0 |
| NA GOODMAN | BOARD MEMBER Trustee or director | 40 | $49,265 | $3,600 |
| MELISSA ALFONSE | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| MAI BENNETT | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| BRYAN FORBES | EMERITUS Trustee or director, Officer | 2 | $0 | $0 |
| BILL HANSEN | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| KJEL JOHNSON | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| ASHLEY LOCKE | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| MEGAN SIGMON-OLSEN | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
990 for the year ended June 30, 2024: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARNIE MCPHERSON | HEAD OF SCHO Officer | 40 | $80,162 |
| NA GOODMAN | BOARD MEMBER Trustee or director | 40 | $44,871 |
| MELISSA ALFONSE | SECRETARY Trustee or director, Officer | 2 | $0 |
| MAI BENNETT | BOARD MEMBER Trustee or director | 2 | $0 |
| BRYAN FORBES | EMERITUS Trustee or director, Officer | 2 | $0 |
| BILL HANSEN | TREASURER Trustee or director, Officer | 2 | $0 |
| KJEL JOHNSON | PRESIDENT Trustee or director, Officer | 2 | $0 |
| ASHLEY LOCKE | BOARD MEMBER Trustee or director | 2 | $0 |
| CATRIN MAGNUSSON-SCHAEFFER | BOARD MEMBER Trustee or director | 2 | $0 |
| MEGAN SIGMON-OLSEN | BOARD MEMBER Trustee or director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 1201 COUNTY ROAD E E, WHITE BEAR LK, MN 55110-5139
- Principal officer (990 for 2024)
- KJEL JOHNSON, 1201 EAST COUNTY ROAD E, WHITE BEAR LAKE, MN 55110
- Signed the 990
- BILL HANSEN, TREASURER
- Phone
- (651) 429-3710
- Website
- WWW.WBMS.ORG
- Return prepared by
- FOLEY KALSEIM & COMPANY LTD
Mission
WHITE BEAR MONTESSORI STRIVES TO BE A DIVERSE COMMUNITY DEDICATED TO PROVIDING AND SUPPORTING AN ENVIRONMENT THAT IS FAITHFUL TO THE MONTESSORI PHILOSOPHY. THIS PHILOSOPHY FOSTERS THE DEVELOPMENT OF CHILDREN, ENABLING THEM TO REACH THEIR FULL POTENTIAL.
Program accomplishments
- WHITE BEAR MONTESSORI IS A LEARNING ENVIRONMENT BASED ON THE MONTESSORI PHILOSOPHY. CHILDREN 16 MONTHS THROUGH 12 YEARS OF AGE ARE TAUGHT IN MIXED-AGE CLASSROOMS IN AREAS OF MATH, LANGUAGE, SCIENCE, ART, MUSIC, GEOGRAPHY AND SOCIAL GRACES. PLEASE VISIT OUR WEBSITE AT WWW.WBMS.ORG.Expenses $1,559,879 · revenue $1,721,999
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
- 41-1384616
- 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
- 1980
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $5,304,385
- Income (IRS master file)
- $1,993,616
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,969,242 | $2,044,330 | $5,304,385 | XML |
| 990 | June 2024 | $1,648,355 | $1,591,633 | $2,727,974 | XML |
| 990 | June 2023 | $1,534,064 | $1,347,678 | $2,082,113 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | 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 41-1384616).
Questions about WHITE BEAR MONTESSORI SCHOOL
- What is the EIN of WHITE BEAR MONTESSORI SCHOOL?
- The employer identification number (EIN) of WHITE BEAR MONTESSORI SCHOOL is 41-1384616.
- Is WHITE BEAR MONTESSORI SCHOOL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1980.
- Are donations to WHITE BEAR MONTESSORI SCHOOL tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WHITE BEAR 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 WHITE BEAR MONTESSORI SCHOOL 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 WHITE BEAR MONTESSORI SCHOOL 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 WHITE BEAR MONTESSORI SCHOOL?
- The 990 for the year ended June 30, 2025 names KJEL JOHNSON.
- Who are the officers and directors of WHITE BEAR MONTESSORI SCHOOL?
- The 990 for the year ended June 30, 2025 lists 9 people; 2 received compensation from the organization, the highest $85,695 (MARNIE MCPHERSON, HEAD OF SCHO).
- How much revenue does WHITE BEAR MONTESSORI SCHOOL have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,969,242, expenses of $2,044,330 and total assets of $5,304,385 at year end.
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