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Nonprofiteer
← AMERICAN MONTESSORI SOCIETY INC

Form 990 for tax year 2022

Filed by AMERICAN MONTESSORI SOCIETY INC.

Totals

Total revenue
$8,336,649
Total expenses
$7,075,001
Contributions and grants received
$3,912,075
Grants paid
$88,023
Program service revenue
$4,090,803
Investment income
$162,651
Other revenue
$171,120
Total assets, end of year
$8,134,322
Total liabilities, end of year
$2,198,586
Net assets or fund balances, end of year
$5,935,736
Program services expenses (Part IX)
$5,893,509
Management and general expenses
$922,349
Fundraising expenses
$259,143
Program service expenses (Part III)
$5,893,509

Program services were 83.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1b · Membership dues

    $2,961,252

  • 1f · All other contributions, gifts and grants

    $950,823

  • 2a · Program service revenue: ANNUAL CONFERENCE

    total $2,742,028 · related or exempt $2,742,028

  • 2b · Program service revenue: TEACHER EDUCATION PROG

    total $813,397 · related or exempt $813,397

  • 2c · Program service revenue: WEBINARS

    total $423,888 · related or exempt $423,888

  • 2d · Program service revenue: ACCREDITATION

    total $111,490 · related or exempt $111,490

  • 3 · Investment income

    total $119,998 · excluded $119,998

  • 5 · Royalties

    total $8,310 · excluded $8,310

  • 7a · Gross sales of assets other than inventory

    securities $725,819

  • 7b · Less cost or other basis and sales expenses

    securities $683,166

  • 7c · Gain or loss

    securities $42,653

  • 7d · Net gain or loss

    total $42,653 · excluded $42,653

  • 11a · Other revenue: ADVERTISING

    total $84,021 · unrelated business $84,021

  • 11b · Other revenue: MISCELLANEOUS

    total $78,789 · excluded $78,789

  • 11e · Other revenue, total

    $162,810

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $88,023 · program services $88,023

  • 5 · Compensation of officers, directors and key employees

    total $617,351 · program services $470,157 · management and general $126,031 · fundraising $21,163

  • 7 · Other salaries and wages

    total $2,152,853 · program services $1,639,553 · management and general $439,500 · fundraising $73,800

  • 8 · Pension plan contributions

    total $55,951 · program services $42,611 · management and general $11,422 · fundraising $1,918

  • 9 · Other employee benefits

    total $216,212 · program services $164,662 · management and general $44,139 · fundraising $7,411

  • 10 · Payroll taxes

    total $213,933 · program services $162,925 · management and general $43,674 · fundraising $7,334

  • 11b · Fees: legal

    total $1,206 · program services $1,100 · management and general $55 · fundraising $51

  • 11c · Fees: accounting

    total $37,442 · program services $34,165 · management and general $1,706 · fundraising $1,571

  • 11f · Fees: investment management

    total $17,204 · management and general $17,204

  • 11g · Fees: other

    total $838,996 · program services $765,572 · management and general $38,226 · fundraising $35,198

  • 13 · Office expenses

    total $713,856 · program services $632,581 · management and general $60,385 · fundraising $20,890

  • 16 · Occupancy

    total $16,577 · program services $13,867 · management and general $2,288 · fundraising $422

  • 17 · Travel

    total $614,169 · program services $501,096 · management and general $44,609 · fundraising $68,464

  • 19 · Conferences, conventions and meetings

    total $772,103 · program services $748,477 · management and general $11,565 · fundraising $12,061

  • 22 · Depreciation, depletion and amortization

    total $273,013 · program services $269,496 · fundraising $3,517

  • 23 · Insurance

    total $44,017 · program services $31,953 · management and general $11,605 · fundraising $459

  • 24a · Other expenses: UNRELATED BUS. INC. TAX

    total $3,129 · program services $2,899 · management and general $225 · fundraising $5

  • 24b · Other expenses: BANK FEES & FIN. CHARGE

    total $171,205 · program services $163,408 · management and general $3,610 · fundraising $4,187

  • 24c · Other expenses: DUES AND SUBSCRIPTIONS

    total $136,157 · program services $70,494 · management and general $64,996 · fundraising $667

  • 24d · Other expenses: OTHER GRANTS

    total $76,147 · program services $76,147

  • 24e · All other expenses

    total $15,457 · program services $14,323 · management and general $1,109 · fundraising $25

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,683,857 · end of year $1,696,811

  • 2 · Savings and temporary cash investments

    beginning of year $661,752 · end of year $1,354,238

  • 4 · Accounts receivable

    beginning of year $32,259 · end of year $59,707

  • 9 · Prepaid expenses and deferred charges

    beginning of year $144,382 · end of year $175,304

  • 10a · Land, buildings and equipment: cost or other basis

    $1,881,654

  • 10b · Land, buildings and equipment: accumulated depreciation

    $1,478,631

  • 10c · Land, buildings and equipment, net

    beginning of year $473,783 · end of year $403,023

  • 11 · Investments: publicly traded securities

    beginning of year $3,204,410 · end of year $4,445,239

  • 17 · Accounts payable and accrued expenses

    beginning of year $830,534 · end of year $519,471

  • 19 · Deferred revenue

    beginning of year $1,267,074 · end of year $1,332,023

  • 25 · Other liabilities

    beginning of year $530,013 · end of year $347,092

  • 27 · Net assets without donor restrictions

    beginning of year $4,211,938 · end of year $5,095,064

  • 28 · Net assets with donor restrictions

    beginning of year $360,884 · end of year $840,672

Mission and programs · 2022

Mission

THE AMERICAN MONTESSORI SOCIETY ("AMS") PROVIDES THE LEADERSHIP AND RESOURCES TO MAKE MONTESSORI A SIGNIFICANT AND ENDURING VOICE IN EDUCATION. AMS SERVES OUR MEMBERS, ADVOCATE FOR QUALITY MONTESSORI EDUCATION, AND CHAMPION MONTESSORI PRINCIPLES.

Activities or mission (Part I)

AMS PROVIDES THE LEADERSHIP AND RESOURCES TO MAKE MONTESSORI A SIGNIFICANT AND ENDURING VOICE IN EDUCATION. WE SERVE OUR MEMBERS, ADVOCATE AND CHAMPION MONTESSORI PRINCIPLES.

  • ANNUAL CONFERENCE: THE AMS ANNUAL CONFERENCE IS DESIGNED TO PROVIDE OPPORTUNITIES FOR PROFESSIONAL DEVELOPMENT AND COMMUNITY BUILDING TO THE MONTESSORI COMMUNITY. OVER 4,000 TEACHERS, ADMINISTRATORS, AND HEADS OF SCHOOLS ATTENDED THE 2023 ANNUAL CONFERENCE IN MARCH 2023. THE ANNUAL CONFERENCE OFFERED OVER 150 WORKSHOPS COVERING TOPICS SUCH AS CURRENT MONTESSORI RESEARCH, USING MONTESSORI MATERIALS IN TEACHING MATH, PEACE EDUCATION, WORKING WITH INFANTS AND TODDLERS, SCHOOL LEADERSHIP, CULTURAL AWARENESS, AND OTHER TOPICS RELEVANT TO MONTESSORI EDUCATION. CONFERENCE SPEAKERS INCLUDED JAMIL ZAKI, SUSAN DAVID, IBRAM X. KENDI, AND CHRIS BARTON. THE CONFERENCE ALSO PROVIDED NETWORKING AND SOCIAL EVENTS.

    Expenses $2,129,189 · Revenue $2,742,028

  • MEMBERSHIP: IN FY 2023, AMS SERVED OVER 20,000 INDIVIDUAL AND SCHOOL MEMBERS. AMS ENCOURAGED HIGH STANDARDS IN ITS MONTESSORI SCHOOLS, PROVIDED ACCESS TO MEMBER RESOURCES SUCH AS BEST PRACTICES, ONLINE PROFESSIONAL DEVELOPMENT, AN AWARD-WINNING PUBLICATION, AND OFFERED NUMEROUS OPPORTUNITIES FOR PROFESSIONAL DEVELOPMENT.

    Expenses $950,810

  • TEACHER EDUCATION: IN FY 2023, AMS HAD APPROXIMATELY 100 AMS-AFFILIATED TEACHER EDUCATION PROGRAMS. AMS ISSUED ABOUT 1900 MONTESSORI CREDENTIALS TO SUCCESSFUL GRADUATES OF THESE AMS-AFFILIATED TEACHER EDUCATION PROGRAMS. WE REGISTERED 2,200 NEW ADULT LEARNERS IN FY 2023.

    Expenses $624,085 · Revenue $813,397

  • Expenses $2,189,425 · Grants $88,023 · Revenue $535,378

As filed on the 2022 return.

Listed in Part VII

  • Amira Mogaji

    PRESIDENT

    Total calculated
    $0
    Hours/week
    3

  • Debbie Senoff-Langford

    TREASURER

    Total calculated
    $0
    Hours/week
    3

  • Hilary Green

    VICE-PRESIDENT

    Total calculated
    $0
    Hours/week
    3

  • Geoffrey Bishop

    SECRETARY

    Total calculated
    $0
    Hours/week
    3

  • Anita Hanks

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • Thomas Emery

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • Jay Scheurle

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • Wendy Di

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • Luz Casquejo Johnston

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • Aimee Allen

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • Candace Proctor

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • Laura Saylor

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • Sabina Binkley

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • Michelle Morrison

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • Michelle Seyller

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • Mary Beth Ricks

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • Munir Shivji

    EXECUTIVE DIRECTOR

    Total calculated
    $238,387
    From this org
    $227,312
    From related orgs
    $0
    Other
    $11,075
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $222,312
    Bonus
    $5,000
    Other
    $0
    Deferred
    $6,910
    Nontaxable benefits
    $4,165
    Filer's total
    $238,387

  • Deborah Hoffman

    SENIOR DIRECTOR OF FINANCE

    Total calculated
    $208,494
    From this org
    $197,300
    From related orgs
    $0
    Other
    $11,194
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $195,774
    Bonus
    $1,526
    Other
    $0
    Deferred
    $5,972
    Nontaxable benefits
    $5,222
    Filer's total
    $208,494

  • Gina Taliaferro

    SENIOR DIR. OF EDUC AND ST

    Total calculated
    $177,623
    From this org
    $165,199
    From related orgs
    $0
    Other
    $12,424
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $163,581
    Bonus
    $1,618
    Other
    $0
    Deferred
    $8,420
    Nontaxable benefits
    $4,004
    Filer's total
    $177,623

  • Melahrini Papadimitriou

    DIRECTOR OF TEACHER EDUCATION

    Total calculated
    $113,157
    From this org
    $102,356
    From related orgs
    $0
    Other
    $10,801
    Hours/week
    40

  • Roth Jason

    SENIOR DIRECTOR OF MARKETI

    Total calculated
    $152,899
    From this org
    $146,996
    From related orgs
    $0
    Other
    $5,903
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $145,438
    Bonus
    $1,558
    Other
    $0
    Deferred
    $4,396
    Nontaxable benefits
    $1,507
    Filer's total
    $152,899

  • Melanie Thiesse

    SENIOR DIRECTOR OF MEMBERS

    Total calculated
    $122,421
    From this org
    $117,574
    From related orgs
    $0
    Other
    $4,847
    Hours/week
    40

  • Porcha Wafford

    DIRECTOR OF EQUITY AND ENGAGEMENT

    Total calculated
    $103,313
    From this org
    $100,022
    From related orgs
    $0
    Other
    $3,291
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • SAN LORENZO LLC

    MONTESSORI TECHNOLOGY TRAINING · WI · income $110,526 · assets $174,279

    Directly controlled by AMERICAN MONTESSORI SOCIETY

  • CARAVALLE LLC

    MONTESSORI TECHNOLOGY TRAINING · WI · income $110,526 · assets $174,279

    Directly controlled by SAN LORENZO LLC

Provenance

Return type
form_990
Tax year
2022
Filed
15 May 2024
IRS schema version
2022v5.0
Source object
202421359349312182

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