Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 85-2142582

ADELINE MONTESSORI SCHOOL INC

Also known as ADELINE MONTESSORI SCHOOL

Tax-exempt · OCONOMOWOC, WI 53066

Financials

$2.1M$2.3M2022$4.3M$3.7M2023$4.7M$4.3M2024
Revenue Expenses · by fiscal year end
Financials of ADELINE MONTESSORI SCHOOL INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$4,701,279$4,305,894$395,385$1,234,170$339,149$895,021
June 30, 2024990$4,255,071$3,737,005$518,066$1,259,738$760,102$499,636
June 30, 2023990$2,131,001$2,250,960-$119,959$846,803$870,995-$24,192
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$3,907,143
of which government grants
$3,902,989
Program service revenue
$790,120
Investment income
$0
Other revenue
$4,016

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$110,000
Other salaries and wages
$2,557,539
Salaries, compensation and benefits (total)
$3,039,291
Professional fundraising fees
$0
Legal fees
$7,820
Accounting fees
$68,018
Occupancy
$492,815
Travel
$2,927
Depreciation
$130,475
Program services (functional)
$3,609,556
Management and general (functional)
$625,656
Fundraising (functional)
$70,682

Balance sheet and other

Total assets, start of year
$1,259,738
Total assets, end of year
$1,234,170
Total liabilities, end of year
$339,149
Net assets, end of year
$895,021
Land, buildings and equipment
$635,894
Net assets without donor restrictions
$895,021
Gross receipts
$4,701,279
Employees
99
Volunteers
6
Year formed
2020
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 / weekCompensation
EMILY RODRIGUEZDISTRICT PRINCIPAL
Officer
40$110,000
DANIELLE SELLPRESIDENT
Trustee or director, Officer
1$0
WILLIAM WALSHVICE PRESIDENT
Trustee or director, Officer
1$0
MICHELLE KRAUSKASECRETARY
Trustee or director, Officer
1$0
JENNIFER HIPKISSTREASURER
Trustee or director, Officer
1$0
JEREMIAH SWANSONBOARD MEMBER
Trustee or director
1$0
MICHELLE YANGBOARD MEMBER
Trustee or director
1$0
990 for the year ended June 30, 2024: 7 people
NameTitleHours / weekCompensation
EMILY RODRIGUEZDISTRICT PRINCIPAL
Officer
40$110,000
DANIELLE SELLPRESIDENT
Trustee or director, Officer
1$0
WILLIAM WALSHVICE PRESIDENT
Trustee or director, Officer
1$0
MICHELLE KRAUSKASECRETARY
Trustee or director, Officer
1$0
JENNIFER HIPKISSTREASURER
Trustee or director, Officer
1$0
JEREMIAH SWANSONBOARD MEMBER
Trustee or director
1$0
MICHELLE YANGBOARD MEMBER
Trustee or director
1$0
990 for the year ended June 30, 2023: 5 people
NameTitleHours / weekCompensation
EMILY RODRIGUEZDISTRICT PRI
Officer
40$43,269
WILLIAM WALSHVICE PRESIDE
Trustee or director, Officer
1$10,735
SUSAN BARKOWPARENT MEMBE
Trustee or director
1$0
DANIELLE SELLPRESIDENT
Trustee or director, Officer
1$0
HEATHER SMARTSECRETARY
Trustee or director, Officer
1$0

Address and contacts

Address (IRS master file)
955 S SAWYER ROAD, OCONOMOWOC, WI 53066-0000
In care of
% EMILY A RODRIGUEZ
Principal officer (990 for 2024)
DANIELLE SELL, 955 S SAWYER ROAD, OCONOMOWOC, WI 53066
Signed the 990
EMILY RODRIGUEZ, DISTRICT PRINCIPAL
Phone
(262) 201-4492
Return prepared by
CLIFTONLARSONALLEN LLP

Mission

ADELINE MONTESSORI SCHOOL VALUES AND WELCOMES DIVERSITY AMONG OUR CHILDREN, FAMILIES, FACULTY AND WITHIN OUR COMMUNITY. IT IS OUT CORE BELIEF THAT EVERY INDIVIDUAL BRINGS THEIR OWN UNIQUE PERSPECTIVE TO THE ENVIRONMENT AND ADDS VALUE TO THE COMMUNITY AS A WHOLE. WE BELIEVE INCLUSION SETS A FOUNDATION FOR COMPASSION, UNDERSTANDING, AND GROWTH IN OUR INCREASINGLY DIVERSE WORLD. WE DO NOT DISCRIMINATE ON THE BASIS OF AGE, RACE, COLOR, CREED, NATIONAL ORIGIN, RELIGION, SEXUAL ORIENTATION, GENDER IDENTITY OR EXPRESSION, SEXUAL ORIENTATION, MARITAL OR RELATIONSHIP STATUS, OR DISABILITY.

990 for the year ended June 30, 2025

Program accomplishments

  • ADELINE MONTESSORI SCHOOL COMMUNITY OF STAFF, FACULTY, AND FAMILIES STRIVES TO PREPARE CHILDREN TO BECOME SELF-MOTIVATED BY THEIR INNATE SENSE OF CURIOSITY AND ENCOURAGE THEM TO USE CRITICAL THINKING SKILLS AND DIPLOMACY TO OVERCOME OBSTACLES. THE AMS COMMUNITY/TEAM WILL GUIDE STUDENTS TO PROBLEM-SOLVE WITH EMPATHY AS THEY GROW TO BECOME ADULTS WITH INTEGRITY.
    Expenses $3,609,556 · revenue $790,120

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
85-2142582
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
2022
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B24)
Assets (IRS master file)
$1,234,170
Income (IRS master file)
$4,701,279

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$4,701,279$4,305,894$1,234,170IRS
990June 2024$4,255,071$3,737,005$1,259,738XML
990June 2023$2,131,001$2,250,960$846,803XML
990June 2022$1,398,790$1,298,056$384,790IRS

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 85-2142582).

Questions about ADELINE MONTESSORI SCHOOL INC

What is the EIN of ADELINE MONTESSORI SCHOOL INC?
The employer identification number (EIN) of ADELINE MONTESSORI SCHOOL INC is 85-2142582.
Is ADELINE MONTESSORI SCHOOL INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
Are donations to ADELINE MONTESSORI SCHOOL INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does ADELINE 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 ADELINE MONTESSORI SCHOOL 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 ADELINE MONTESSORI SCHOOL 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 ADELINE MONTESSORI SCHOOL INC?
The 990 for the year ended June 30, 2025 names DANIELLE SELL.
Who are the officers and directors of ADELINE MONTESSORI SCHOOL INC?
The 990 for the year ended June 30, 2025 lists 7 people; 1 received compensation from the organization, the highest $110,000 (EMILY RODRIGUEZ, DISTRICT PRINCIPAL).
How much revenue does ADELINE MONTESSORI SCHOOL INC have?
On its 990 for the year ended June 30, 2025 it reported revenue of $4,701,279, expenses of $4,305,894 and total assets of $1,234,170 at year end.

Other nonprofits in OCONOMOWOC

All nonprofits in OCONOMOWOC · Wisconsin · Education