Skip to content
Governance Register
US nonprofit · EIN 391016541 · Milwaukee, WIiSource and licenceOrganisation record IRS Exempt Organizations Business Master File (EIN 391016541) - NTEE activity code, address.Board and officers IRS Form 990 annual filings, Part VII (directors, trustees, officers, key employees), read year by year to observe time served.Latest return IRS Form 990 series e-file data - 990 for the year to 30 June 2025: assets, liabilities, staff, website, telephone, pay.Renewal outlook Computed by Governance Register from the observed filing history and filed revenue. Not a statement that the organisation is recruiting.Deductibility IRS Publication 78 data (code PC), downloaded 18 October 2026.Licence US Federal Government public domain.How we handle data

Wisconsin Montessori Society Inc's network

4 people3 organisationsi4 people and 3 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (4). Violet dotted lines (3) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.

The board

4 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 7 voting members of its governing body on its latest Form 990 Part VI; we list 4 in Part VII (Part VII does not always name every voting member).
NameRole as filedSinceOn the board
Christian WaltersTrustee2019
7 yrs
Julie LedgerTrustee2019
7 yrs
Mona ShahTrustee2023
3 yrs
Will LoderTrustee2020
6 yrs
Under 5 years5 to 6 years6 years or more

Officers and senior leadership

4 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.
NameTitle as filedOn the filings
Katherine LewisPresidentsince 2019
Kathleen O'BrienVice Presidentsince 2019
Monica Van AkenHead of Schoolsince 2019
Rob DejongTreasurersince 2019

Pay and hours

year to 30 June 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.
NameTitle as filedHours a weekPay from the organisationRelated organisationsOther
Monica van Aken 7124 - 63025Head of School50$228k$11k
Debbie MatherBusiness Manager47$123k$12k
David Swanson 5125 - 63025Head of School50$81k$11k
Julie LedgerTrustee0.25$0
Will LoderTrustee0.25$0
Mona ShahTrustee0.25$0
Kathleen O'brienVice President0.25$0
Rob DejongTreasurer0.25$0
Katherine LewisPresident0.25$0
Christian WaltersSecretary0.25$0

About

Legal name
Wisconsin Montessori Society Inc
EIN
391016541
Address
345 N 95th St, Milwaukee, WI, 53226-4441
State
Wisconsin
Mission
Mission: educating youngsters to become an informed, committed, and difference-making generation. Vision: educating children to graduate as informed, engaged, ethically minded citizens of the world that they inherit. Purpose: milwaukee montessori school is a private independent day school dedicated to expanding the human potential of all children for the purpose of educating them for a... (as filed on the Form 990)
Activity (NTEE)
B21Z Education
IRS classification
501(c)03 (tax-exempt under section 501(c)(3) where shown)
Classified purpose
Education
Size band
8 (IRS master file code)
Formed
1961
Principal officer
Katherine Lewis (as named on the Form 990)
IRS ruling date
1 January 1964
Status
Code 01 (unconditional exemption)
Form 990 filings on record
5, latest 2024
IRS Publication 78
PC (contributions deductible)

Most connected

Longest observed on the filings

≥7years on the filingsChristian Walters
≥7years on the filingsJulie Ledger
≥6years on the filingsWill Loder
≥3years on the filingsMona Shah

Latest return

year to 30 June 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 30 June 2025. US dollars, as filed.
Total assets
$15.2m
Total liabilities
$2.8m
Net assets or fund balances
$12.3m
Contributions and grants received
$303k
Program service revenue
$7.1m
Employees
119
Volunteers
25