Wheaton Montessori School

Wheaton, IL
Tax-exempt since May 2001
EIN: 36-4369515

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Educational Institutions and Related Activities / Elementary, Secondary Education, K - 12 (NTEE)

Donations to this organization are tax deductible.

Details

According to its Aug. 2023 tax filing, this nonprofit:

Operated a school

Organization is a school. Details are reported on Schedule E.

Revenue

$2.69M (2023)

Expenses

$2.6M (2023)

Total Assets

$1.37M (2023)

Total Liabilities

$524k (2023)

Source: Form 990 tax filings from 2012 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Aug.
2023

Revenue

$2,689,652

Expenses

$2,601,732

Net Income

$87,920

Net Assets

$846,575

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$51,019	1.9%
Program Services	$2,309,585	85.9%
Investment Income	$649	0.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$328,399	12.2%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$477,210	18.3%
Professional Fundraising Fees	$0
Other Salaries and Wages	$962,563	37.0%

Assets/Debt
Total Assets	$1,370,959
Total Liabilities	$524,384
Net Assets	$846,575

Operated a school

Compensation

Key Employees and Officers	Compensation	Related	Other
Rebecca Lingo (President)	$121,677	$0	$0
Emily Searcy (Director)	$121,223	$0	$0
Elizabeth Berdick (Vice President)	$120,975	$0	$0
Bertha Taylor (Director)	$70,085	$0	$0
Ivania Rivera (Director)	$43,250	$0	$0
Brenton Berdick (Secretary/Treas)	$0	$0	$0

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990

Filed on July 16, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Aug.
2022

Revenue

$2,187,455

Expenses

$2,370,584

Net Income

-$183,129

Net Assets

$758,655

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$40,585	1.9%
Program Services	$2,152,639	98.4%
Investment Income	-$5,769
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$354,698	15.0%
Professional Fundraising Fees	$0
Other Salaries and Wages	$1,065,474	44.9%

Assets/Debt
Total Assets	$1,297,538
Total Liabilities	$538,883
Net Assets	$758,655

Operated a school

Compensation

Key Employees and Officers	Compensation	Related	Other
Rebecca Lingo (President)	$118,247	$0	$0
Elizabeth Berdick (Vice President)	$118,226	$0	$0
Emily Searcy (Director)	$118,226	$0	$0
Brenton Berdick (Secretary/Treas)	$0	$0	$0
Ivania Rivera (Director)	$0	$0	$0
Bertha Taylor (Director)	$0	$0	$0

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990

Filed on June 21, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Aug.
2021

Revenue

$2,460,493

Expenses

$2,308,846

Net Income

$151,647

Net Assets

$941,784

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$329,867	13.4%
Program Services	$2,121,425	86.2%
Investment Income	$9,201	0.4%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$347,595	15.1%
Professional Fundraising Fees	$0
Other Salaries and Wages	$962,192	41.7%

Assets/Debt
Total Assets	$1,447,649
Total Liabilities	$505,865
Net Assets	$941,784

Operated a school

Compensation

Key Employees and Officers	Compensation	Related	Other
Elizabeth Berdick (Vice President)	$116,421	$0	$0
Emily Searcy (Director)	$115,944	$0	$0
Rebecca Lingo (President)	$115,230	$0	$0
Brenton Berdick (Secretary/Treas)	$0	$0	$0
George Schlossnagle (Director)	$0	$0	$0
Mark Milligan (Director)	$0	$0	$0
Jane Bilezikian (Director)	$0	$0	$0

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990

Filed on Jan. 31, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Aug.
2020

Revenue

$2,040,038

Expenses

$2,072,699

Net Income

-$32,661

Net Assets

$790,137

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$107,910	5.3%
Program Services	$1,922,769	94.3%
Investment Income	$9,359	0.5%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$342,211	16.5%
Professional Fundraising Fees	$0
Other Salaries and Wages	$874,108	42.2%

Assets/Debt
Total Assets	$1,224,833
Total Liabilities	$434,696
Net Assets	$790,137

Operated a school

Compensation

Key Employees and Officers	Compensation	Related	Other
Elizabeth Berdick (Vice President)	$115,417	$0	$0
Rebecca Lingo (President)	$113,397	$0	$0
Emily Searcy (Director)	$113,397	$0	$0
Brenton Berdick (Secretary/Treas)	$0	$0	$0
Mark Milligan (Director)	$0	$0	$0
Jane Bilezikian (Director)	$0	$0	$0
Dawn Trouard (Director)	$0	$0	$0

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990

Filed on Jan. 12, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Aug.
2019

Revenue

$2,097,197

Expenses

$2,003,323

Net Income

$93,874

Net Assets

$822,798

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$98,378	4.7%
Program Services	$1,990,058	94.9%
Investment Income	$8,761	0.4%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$333,379	16.6%
Professional Fundraising Fees	$0
Other Salaries and Wages	$811,552	40.5%

Assets/Debt
Total Assets	$1,200,949
Total Liabilities	$378,151
Net Assets	$822,798

Operated a school

Compensation

Key Employees and Officers	Compensation	Related	Other
Elizabeth Berdick (Vice President)	$112,234	$0	$0
Rebecca Lingo (President)	$110,648	$0	$0
Emily Searcy (Director)	$110,497	$0	$0
Brenton Berdick (Secretary/Treas)	$0	$0	$0
Mark Milligan (Director)	$0	$0	$0
Jane Bilezikian (Director)	$0	$0	$0
Dawn Trouard (Director)	$0	$0	$0

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990

Filed on Jan. 21, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Aug.
2018

Revenue

$1,685,885

Expenses

$1,688,441

Net Income

-$2,556

Net Assets

$728,924

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$89,143	5.3%
Program Services	$1,591,990	94.4%
Investment Income	$4,752	0.3%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$322,998	19.1%
Professional Fundraising Fees	$0
Other Salaries and Wages	$675,688	40.0%

Assets/Debt
Total Assets	$1,204,987
Total Liabilities	$476,063
Net Assets	$728,924

Operated a school

Compensation

Key Employees and Officers	Compensation	Related	Other
Emily Searcy (Director)	$107,715	$0	$0
Rebecca Lingo (President)	$107,715	$0	$0
Elizabeth Berdick (Vice President)	$107,568	$0	$0
Brenton Berdick (Secretary/Treas)	$0	$0	$0
Mark Milligan (Director)	$0	$0	$0
Jane Bilezikian (Director)	$0	$0	$0
Dawn Trouard (Director)	$0	$0	$0

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990

Filed on March 21, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Aug.
2017

Revenue

$1,508,307

Expenses

$1,391,737

Net Income

$116,570

Net Assets

$731,480

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$132,223	8.8%
Program Services	$1,374,911	91.2%
Investment Income	$1,173	0.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$298,485	21.4%
Professional Fundraising Fees	$0
Other Salaries and Wages	$582,630	41.9%

Assets/Debt
Total Assets	$1,039,528
Total Liabilities	$308,048
Net Assets	$731,480

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2016

Revenue

$1,423,245

Expenses

$1,331,483

Net Income

$91,762

Net Assets

$614,910

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$135,231	9.5%
Program Services	$1,287,228	90.4%
Investment Income	$786	0.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$276,617	20.8%
Professional Fundraising Fees	$0
Other Salaries and Wages	$560,441	42.1%

Assets/Debt
Total Assets	$836,033
Total Liabilities	$221,123
Net Assets	$614,910

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending Aug.
2015

Revenue

$1,376,628

Expenses

$1,293,152

Net Income

$83,476

Net Assets

$523,148

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$109,334	7.9%
Program Services	$1,266,508	92.0%
Investment Income	$786	0.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$286,171	22.1%
Professional Fundraising Fees	$0
Other Salaries and Wages	$540,389	41.8%

Assets/Debt
Total Assets	$677,862
Total Liabilities	$154,714
Net Assets	$523,148

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2014

Revenue

$1,262,576

Expenses

$1,327,215

Net Income

-$64,639

Net Assets

$439,672

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$94,437	7.5%
Program Services	$1,165,132	92.3%
Investment Income	$3,007	0.2%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$311,894	23.5%
Professional Fundraising Fees	$0
Other Salaries and Wages	$493,055	37.1%

Assets/Debt
Total Assets	$657,301
Total Liabilities	$217,629
Net Assets	$439,672

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2013

Revenue

$1,222,571

Expenses

$1,170,623

Net Income

$51,948

Net Assets

$504,311

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$81,014	6.6%
Program Services	$1,137,172	93.0%
Investment Income	$4,385	0.4%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$297,841	25.4%
Professional Fundraising Fees	$0
Other Salaries and Wages	$426,850	36.5%

Assets/Debt
Total Assets	$708,242
Total Liabilities	$203,931
Net Assets	$504,311

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2012

Revenue

$1,051,667

Expenses

$963,102

Net Income

$88,565

Net Assets

$452,363

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$56,613	5.4%
Program Services	$989,806	94.1%
Investment Income	$5,248	0.5%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$243,076	25.2%
Professional Fundraising Fees	$0
Other Salaries and Wages	$328,778	34.1%

Assets/Debt
Total Assets	$862,373
Total Liabilities	$410,010
Net Assets	$452,363

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2011

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

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The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

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Updated October 30, 2024

Wheaton Montessori School

Organization summary

Type of Nonprofit

Details

Summary charts: organization finances over time

Revenue $2.69M (2023)

Expenses $2.6M (2023)

Total Assets $1.37M (2023)

Total Liabilities $524k (2023)

Tax Filings by Year

Fiscal Year Ending Aug. 2023

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

Fiscal Year Ending Aug. 2022

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

Fiscal Year Ending Aug. 2021

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

Fiscal Year Ending Aug. 2020

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

Fiscal Year Ending Aug. 2019

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

Fiscal Year Ending Aug. 2018

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

Fiscal Year Ending Aug. 2017

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Aug. 2016

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Aug. 2015

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Aug. 2014

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Aug. 2013

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Aug. 2012

Extracted Financial Data

Extracted Financial Data from Form 990

Revenue

$2.69M (2023)

Expenses

$2.6M (2023)

Total Assets

$1.37M (2023)

Total Liabilities

$524k (2023)

Fiscal Year Ending Aug.
2023

Fiscal Year Ending Aug.
2022

Fiscal Year Ending Aug.
2021

Fiscal Year Ending Aug.
2020

Fiscal Year Ending Aug.
2019

Fiscal Year Ending Aug.
2018

Fiscal Year Ending Aug.
2017

Fiscal Year Ending Aug.
2016

Fiscal Year Ending Aug.
2015

Fiscal Year Ending Aug.
2014

Fiscal Year Ending Aug.
2013

Fiscal Year Ending Aug.
2012

Fiscal Year Ending Aug.
2011

Fiscal Year Ending Aug.
2010

Fiscal Year Ending Aug.
2009

Fiscal Year Ending Aug.
2008

Fiscal Year Ending Aug.
2007

Fiscal Year Ending Aug.
2006

Fiscal Year Ending Aug.
2005

Fiscal Year Ending Aug.
2004

Fiscal Year Ending Aug.
2003

Fiscal Year Ending Aug.
2002

Fiscal Year Ending Aug.
2001