Nonprofit · EIN 46-1333283
NORTH SHORE MONTESSORI SCHOOL INC
Tax-exempt · MILWAUKEE, WI 53212
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2025 | 990 | $1,474,413 | $1,443,509 | $30,904 | $1,969,477 | $1,357,801 | $611,676 |
| July 31, 2024 | 990 | $1,371,012 | $1,268,261 | $102,751 | $1,854,222 | $1,273,450 | $580,772 |
| July 31, 2023 | 990 | $1,231,750 | $1,150,592 | $81,158 | $1,740,430 | $1,262,409 | $478,021 |
Financial details: 990 for the year ended July 31, 2025
Revenue
- Contributions, gifts and grants
- $81,314
- Program service revenue
- $1,372,833
- Investment income
- $24,802
- Net income from fundraising events
- -$4,536
- Other revenue
- -$4,536
Expenses
- Grants and similar amounts paid
- $94,648
- Compensation of officers, directors and key employees
- $93,382
- Other salaries and wages
- $734,599
- Salaries, compensation and benefits (total)
- $951,971
- Professional fundraising fees
- $0
- Legal fees
- $1,388
- Accounting fees
- $1,800
- Occupancy
- $243,836
- Depreciation
- $33,086
- Program services (functional)
- $1,200,054
- Management and general (functional)
- $232,998
- Fundraising (functional)
- $10,457
Balance sheet and other
- Total assets, start of year
- $1,854,222
- Total assets, end of year
- $1,969,477
- Total liabilities, end of year
- $1,357,801
- Net assets, end of year
- $611,676
- Land, buildings and equipment
- $250,870
- Net assets without donor restrictions
- $611,676
- Gross receipts
- $1,481,264
- Employees
- 27
- Volunteers
- 35
- Year formed
- 2013
- 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 July 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| TRACY THEISEN | HEAD OF SCHOOL Officer | 40 | $90,278 | $7,828 |
| KAREN KIMPLE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KARLY WILKINS | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| TALY SCHMIDT | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| HOPE LUI | DIRECTOR Trustee or director | 1 | $0 | $0 |
| NATHAN POWERS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MATT MALCZEWSKI | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ALLYN TRAVIS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARY FRANCIS LILLY | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended July 31, 2024: 8 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| TRACY THEISEN | HEAD OF SCHOOL Officer | 40 | $90,278 | $7,828 |
| ALEJANDRA SIDDALINGAIAH | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| CJ WAUTERS | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| KARLY WILKINS | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| TALY SCHMIDT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| RACHEL UPTON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| NATHAN POWERS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MATT MALCZEWSKI | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended July 31, 2023: 9 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| TRACY THEISEN | HEAD OF SCHOOL Officer | 40 | $83,037 | $6,696 |
| ALEJANDRA SIDDALINGAIAH | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| CJ WAUTERS | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| KARLY WILKINS | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| BRITTANY CLAUSEN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TALY SCHMIDT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| RACHEL UPTON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| NATHAN POWERS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MATT MALCZEWSKI | DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 4650 N PORT WASHINGTON RD, MILWAUKEE, WI 53212-1077
- Principal officer (990 for 2024)
- TRACY THEISEN, 4650 N PORT WASHINGTON RD, GLENDALE, WI 53212
- Signed the 990
- TRACY THEISEN, HEAD OF SCHOOL
- Phone
- (414) 906-8900
- Website
- WWW.MONTESSORINORTHSHORE.ORG
- Return prepared by
- REILLY PENNER & BENTON LLP
Mission
OUR MISSION - PROVIDE A PATHWAY TO AN EMOTIONALLY AND INTELLECTUALLY FULFILLING LIFE THROUGH AUTHENTIC MONTESSORI EDUCATION, SUPPORTING THE MONTESSORI LIFESTYLE AND PHILOSOPHY AT ALL STAGES OF YOUTH DEVELOPMENT.
Program accomplishments
- PRIMARY MONTESSORI CLASSES, ELEMENTARY MONTESSORI CLASSES AND WRAP AROUND CAREExpenses $1,200,054 · grants $94,648 · revenue $1,372,833
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 July, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | July 31, 2026 | December 15, 2026 | Not due yet |
| 2024 | July 31, 2025 | December 15, 2025 | 990 on file |
| 2023 | July 31, 2024 | December 16, 2024 | 990 on file |
IRS record
- EIN
- 46-1333283
- 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
- 2014
- Accounting year ends
- July
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B20)
- Assets (IRS master file)
- $1,969,477
- Income (IRS master file)
- $1,481,264
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | July 2025 | $1,474,413 | $1,443,509 | $1,969,477 | XML |
| 990 | July 2024 | $1,371,012 | $1,268,261 | $1,854,222 | XML |
| 990 | July 2023 | $1,231,750 | $1,150,592 | $1,740,430 | XML |
| 990 | July 2022 | $899,067 | $964,695 | $723,323 | IRS |
| 990 | July 2021 | – | – | – | IRS |
| 990 | July 2020 | – | – | – | IRS |
| 990 | July 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 46-1333283).
Questions about NORTH SHORE MONTESSORI SCHOOL INC
- What is the EIN of NORTH SHORE MONTESSORI SCHOOL INC?
- The employer identification number (EIN) of NORTH SHORE MONTESSORI SCHOOL INC is 46-1333283.
- Is NORTH SHORE MONTESSORI SCHOOL INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
- Are donations to NORTH SHORE MONTESSORI SCHOOL INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does NORTH SHORE MONTESSORI SCHOOL 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 NORTH SHORE MONTESSORI SCHOOL INC due?
- The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did NORTH SHORE MONTESSORI SCHOOL INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended July 2025.
- Who is the principal officer of NORTH SHORE MONTESSORI SCHOOL INC?
- The 990 for the year ended July 31, 2025 names TRACY THEISEN.
- Who are the officers and directors of NORTH SHORE MONTESSORI SCHOOL INC?
- The 990 for the year ended July 31, 2025 lists 9 people; 1 received compensation from the organization, the highest $90,278 (TRACY THEISEN, HEAD OF SCHOOL).
- How much revenue does NORTH SHORE MONTESSORI SCHOOL INC have?
- On its 990 for the year ended July 31, 2025 it reported revenue of $1,474,413, expenses of $1,443,509 and total assets of $1,969,477 at year end.
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