Montessori School of Waukesha Inc

Analysis

Montessori School of Waukesha Inc is a registered charity in United States, based in Waukesha, WI. It received its IRS tax-exemption ruling in March 1966, 60 years ago. Its declared purposes cover education, which this site groups under education and training. The IRS classifies it as a school under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending June 2023, Montessori School of Waukesha Inc reported income of $3.4m and spending of $3.1m, spending 93% of its income. Across the 5 years on record, from June 2019 to June 2023, income grew from $2.6m to $3.4m (+31%), an average of +7.0% a year. The sharpest change came in the year to June 2020, when income rose by 18%. Over the whole period it spent 98% of the income it received.

Among 66,972 United States charities whose main cause is education and training and that reported income, Montessori School of Waukesha Inc sits at the 86th percentile: it is larger than about 86% of them. Against every charity in United States with reported income it ranks in the 90th percentile, and in the 90th percentile within WI. Charities of a similar size with the same main cause include Communities in Schools of Appalachian Highlands ($3.4m), University Center Foundation Inc ($3.4m) and Center for Occupational Research and Development Inc ($3.4m).

On its Form 990 for the period ending June 2023, revenue came from contributions and grants 3.1% and program service revenue 92% of the total. Compensation of current officers, directors and key employees was $86k (2.7% of expenses). Other salaries and wages came to $1.7m. At year end it held assets of $4.2m against liabilities of $3.6m, net assets of $656k. It reported 66 employees.