North Shore Montessori School Inc
Donations deductibleNorth Shore Montessori School Inc's network
8 peoplei8 people on this map.The large node is the subject of this page. Solid lines are what the register itself records (8). Form 990 filings give names without a person identifier; SEC insider filings carry a CIK.The board
8 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.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 8 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Allyn Travis | Director | 2025 | 1 yr |
| Hope LUI | Director | 2025 | 1 yr |
| Karen Kimple | Director | 2025 | 1 yr |
| Karly Wilkins | Company secretary | 2022 | 4 yrs |
| Mary Francis Lilly | Director | 2025 | 1 yr |
| Matt Malczewski | Director | 2023 | 3 yrs |
| Nathan Powers | Director | 2023 | 3 yrs |
| Taly Schmidt | President | 2022 | 4 yrs |
Under 5 years5 to 6 years6 years or more
Officers and senior leadership
1 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Tracy Theisen | Head of School | since 2022 |
Pay and hours
year to 31 July 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.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Tracy Theisen | Head of School | 40 | $90k | $8k | |
| Karen Kimple | Director | 1 | $0 | ||
| Karly Wilkins | Secretary | 1 | $0 | ||
| Taly Schmidt | President | 1 | $0 | ||
| Hope Lui | Director | 1 | $0 | ||
| Nathan Powers | Director | 1 | $0 | ||
| Matt Malczewski | Director | 1 | $0 | ||
| Allyn Travis | Director | 1 | $0 | ||
| Mary Francis Lilly | Director | 1 | $0 |
About
- Legal name
- North Shore Montessori School Inc
- EIN
- 461333283
- Address
- 4650 N Port Washington Rd, Milwaukee, WI, 53212-1077
- State
- Wisconsin
- 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. (as filed on the Form 990)
- Activity (NTEE)
- B20 Education
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Education
- Size band
- 6 (IRS master file code)
- Formed
- 2013
- Principal officer
- Tracy Theisen (as named on the Form 990)
- IRS ruling date
- 1 May 2014
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 8, latest 2025
- IRS Publication 78
- PC (contributions deductible)
Most connected
Longest observed on the filings
≥4years on the filingsKarly Wilkins
≥4years on the filingsTaly Schmidt
≥3years on the filingsMatt Malczewski
≥3years on the filingsNathan Powers
Latest return
year to 31 July 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 July 2025. US dollars, as filed.- Total assets
- $2m
- Total liabilities
- $1.4m
- Net assets or fund balances
- $612k
- Contributions and grants received
- $81k
- Program service revenue
- $1.4m
- Grants and similar paid out
- $95k
- Employees
- 27
- Volunteers
- 35
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2023 | $1.4m | $1.3m | $103k |
As filed on the IRS Form 990. US dollars.