Form 990 for tax year 2024
Filed by AMERICAN MONTESSORI SOCIETY INC.
Totals
- Total revenue
- $7,703,402
- Total expenses
- $7,418,500
- Contributions and grants received
- $3,514,699
- Grants paid
- $62,600
- Program service revenue
- $3,670,408
- Investment income
- $374,454
- Other revenue
- $143,841
- Total assets, end of year
- $9,342,041
- Total liabilities, end of year
- $2,260,429
- Net assets or fund balances, end of year
- $7,081,612
- Program services expenses (Part IX)
- $6,205,671
- Management and general expenses
- $1,018,014
- Fundraising expenses
- $194,815
- Program service expenses (Part III)
- $6,205,671
Program services were 83.7% 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
$3,223,336
-
1c · Fundraising events
$48,130
-
1f · All other contributions, gifts and grants
$243,233
-
2a · Program service revenue: ANNUAL CONFERENCE
total $2,390,971 · related or exempt $2,390,971
-
2b · Program service revenue: TEACHER EDUCATION PROG
total $736,211 · related or exempt $736,211
-
2c · Program service revenue: WEBINARS
total $450,906 · related or exempt $450,906
-
2d · Program service revenue: ACCREDITATION
total $92,320 · related or exempt $92,320
-
3 · Investment income
total $232,121 · excluded $232,121
-
5 · Royalties
total $13,206 · excluded $13,206
-
7a · Gross sales of assets other than inventory
securities $2,884,400
-
7b · Less cost or other basis and sales expenses
securities $2,742,067
-
7c · Gain or loss
securities $142,333
-
7d · Net gain or loss
total $142,333 · excluded $142,333
-
8a · Fundraising events: gross income
$95,308
-
8a · Fundraising events: contributions included on line 1c
$48,130
-
8b · Fundraising events: direct expenses
$139,917
-
8c · Net income from fundraising events
total -$44,609 · excluded -$44,609
-
11a · Other revenue: ADVERTISING
total $110,062 · unrelated business $110,062
-
11b · Other revenue: MISCELLANEOUS
total $65,182 · related or exempt $65,182
-
11e · Other revenue, total
$175,244
Functional expenses
Part IX, the statement of functional expenses.
-
2 · Grants to domestic individuals
total $62,600 · program services $62,600
-
5 · Compensation of officers, directors and key employees
total $766,476 · program services $605,405 · management and general $151,253 · fundraising $9,818
-
7 · Other salaries and wages
total $2,379,656 · program services $1,879,586 · management and general $469,589 · fundraising $30,481
-
8 · Pension plan contributions
total $81,254 · program services $64,179 · management and general $16,034 · fundraising $1,041
-
9 · Other employee benefits
total $232,870 · program services $183,934 · management and general $45,953 · fundraising $2,983
-
10 · Payroll taxes
total $242,103 · program services $191,227 · management and general $47,775 · fundraising $3,101
-
11b · Fees: legal
total $14,802 · program services $11,691 · management and general $724 · fundraising $2,387
-
11c · Fees: accounting
total $33,293 · program services $30,990 · management and general $1,628 · fundraising $675
-
11f · Fees: investment management
total $15,765 · management and general $15,765
-
11g · Fees: other
total $1,042,300 · program services $972,300 · management and general $50,955 · fundraising $19,045
-
13 · Office expenses
total $469,199 · program services $430,248 · management and general $7,795 · fundraising $31,156
-
14 · Information technology
total $392,162 · program services $355,478 · management and general $34,016 · fundraising $2,668
-
17 · Travel
total $344,771 · program services $295,580 · management and general $47,451 · fundraising $1,740
-
19 · Conferences, conventions and meetings
total $1,010,087 · program services $911,055 · management and general $11,952 · fundraising $87,080
-
22 · Depreciation, depletion and amortization
total $114,084 · program services $111,444 · fundraising $2,640
-
23 · Insurance
total $40,695 · program services $13,870 · management and general $26,825
-
24a · Other expenses: DUES AND SUBSCRIPTIONS
total $123,724 · program services $42,672 · management and general $81,052
-
24b · Other expenses: OTHER
total $45,527 · program services $37,532 · management and general $7,995
-
24c · Other expenses: UNRELATED BUS. INC. TAX
total $7,132 · program services $5,880 · management and general $1,252
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,066,673 · end of year $639,004
-
2 · Savings and temporary cash investments
beginning of year $2,210,398 · end of year $2,286,619
-
4 · Accounts receivable
beginning of year $68,191 · end of year $81,621
-
9 · Prepaid expenses and deferred charges
beginning of year $167,403 · end of year $235,978
-
10a · Land, buildings and equipment: cost or other basis
$1,831,861
-
10b · Land, buildings and equipment: accumulated depreciation
$1,032,143
-
10c · Land, buildings and equipment, net
beginning of year $663,045 · end of year $799,718
-
11 · Investments: publicly traded securities
beginning of year $4,909,831 · end of year $5,299,101
-
17 · Accounts payable and accrued expenses
beginning of year $445,331 · end of year $463,563
-
19 · Deferred revenue
beginning of year $1,886,066 · end of year $1,742,510
-
25 · Other liabilities
beginning of year $114,441 · end of year $54,356
-
27 · Net assets without donor restrictions
beginning of year $5,635,207 · end of year $6,201,108
-
28 · Net assets with donor restrictions
beginning of year $1,004,496 · end of year $880,504
Mission and programs · 2024
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.
-
THE AMS ANNUAL CONFERENCE IS DESIGNED TO PROVIDE OPPORTUNITIES FOR PROFESSIONAL DEVELOPMENT AND COMMUNITY BUILDING TO THE MONTESSORI COMMUNITY. IN MARCH 2025, THE CONFERENCE BROUGHT TOGETHER NEARLY 4000 EDUCATORS, ADMINISTRATORS, AND SCHOOL LEADERS FOR A DYNAMIC, MULTI-DAY EVENT. THE CONFERENCE OFFERS A WIDE RANGE OF WORKSHOPS, INFOCUS SESSIONS, AND SPOTLIGHT PRESENTATIONS, ETC. COVERING TOPICS SUCH AS EARLY CHILDHOOD, INFANT AND TODDLER EDUCATION, ELEMENTARY EDUCATION, ADMINISTRATION,AND TEACHER EDUCATION. THE EVENT ALSO INCLUDED KEYNOTE PRESENTATIONS FROM NOTABLE SPEAKERS.
Expenses $1,608,826 · Grants $1,000 · Revenue $2,390,971
-
IN FY 2025, AMS MAINTAINED A BROAD NETWORK OF AMS -AFFILIATED TEACHER EDUCATION PROGRAMS AND SUPPORTED ADULT LEARNERS FROM REGISTRATION THROUGH THEIR SUCCESSFUL GRADUATION AND CREDENTIALING.
Expenses $706,524 · Grants $24,100 · Revenue $736,211
-
IN FY2025, AMS SUPPORTED BOTH INDIVIDUAL AND SCHOOL MEMBERS BY PROMOTING HIGH STANDARDS ACROSS ITS MONTESSORI SCHOOLS. THE ORGANIZATION PROVIDED ACCESS TO VALUABLE MEMBER RESOURCES, INCLUDING BEST PRACTICES, ONLINE PROFESSIONAL DEVELOPMENT, AN AWARD-WINNING PUBLICATION, AND A WIDE RANGE OF PROFESSIONAL LEARNING OPPORTUNITIES.
Expenses $704,187
-
SCHOOL ACCREDITATION, PUBLICATIONS, RESEARCH, SCHOLARSHIPS, PEACE ACTIVITIES, RETREATS, WEBINARS, ARCHIVES, CERTIFICATE PROGRAMS
Expenses $3,186,134 · Grants $37,500 · Revenue $607,208
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Anita HanksANITA HANKS
PRESIDENT FROM 4/2025; VP TO 3/2025
- Total calculated
- $0
- Hours/week
- 3
-
Amira MogajiAMIRA MOGAJI
PRESIDENT TO 3/2025
- Total calculated
- $0
- Hours/week
- 3
-
Debbie Senoff-LangfordDEBBIE SENOFF-LANGFORD
TREASURER
- Total calculated
- $0
- Hours/week
- 3
-
Geoffrey BishopGEOFFREY BISHOP
VP FROM 4/2025;MEMBER-AT-LG TO 3/25
- Total calculated
- $0
- Hours/week
- 3
-
Robyn BreimanROBYN BREIMAN
SEC'Y FROM 4/2025; DIR TO 3/2025
- Total calculated
- $0
- Hours/week
- 3
-
Candace ProctorCANDACE PROCTOR
SECRETARY TO 3/2025
- Total calculated
- $0
- Hours/week
- 3
-
Laura SaylorLAURA SAYLOR
MEMBER-AT-LARGE FROM 4/2025
- Total calculated
- $0
- Hours/week
- 3
-
Sabrina BinkleySABRINA BINKLEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Wendy DiWENDY DI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Margarita DiazMARGARITA DIAZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Luz Casquejo JohnstonLUZ CASQUEJO JOHNSTON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Saloni MathurSALONI MATHUR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Michelle MorrisonMICHELLE MORRISON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Mary Beth RicksMARY BETH RICKS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Michelle SeyllerMICHELLE SEYLLER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Munir ShivjiMUNIR SHIVJI
EXECUTIVE DIRECTOR
- Total calculated
- $303,792
- From this org
- $286,704
- From related orgs
- $0
- Other
- $17,088
- Hours/week
- 55
Schedule J breakdown matched by us
- Base
- $286,704
- Bonus
- $0
- Other
- $0
- Deferred
- $8,675
- Nontaxable benefits
- $8,413
- Filer's total
- $303,792
-
Deb HoffmanDEB HOFFMAN
SR DIR OF FINANCE & PEOPLE OPS
- Total calculated
- $236,011
- From this org
- $211,981
- From related orgs
- $0
- Other
- $24,030
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $209,181
- Bonus
- $2,800
- Other
- $0
- Deferred
- $6,738
- Nontaxable benefits
- $17,292
- Filer's total
- $236,011
-
Gina TaliaferroGINA TALIAFERRO
SR DIR OF EDUCATION & STRAT INIT
- Total calculated
- $201,707
- From this org
- $183,838
- From related orgs
- $0
- Other
- $17,869
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $181,338
- Bonus
- $2,500
- Other
- $0
- Deferred
- $9,187
- Nontaxable benefits
- $8,682
- Filer's total
- $201,707
-
Jason RothJASON ROTH
SR DIR OF MARKETING
- Total calculated
- $181,813
- From this org
- $174,074
- From related orgs
- $0
- Other
- $7,739
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $171,574
- Bonus
- $2,500
- Other
- $0
- Deferred
- $5,151
- Nontaxable benefits
- $2,588
- Filer's total
- $181,813
-
Melanie ThieseMELANIE THIESE
SR DIR OF MEMBERSHIP & SCH ACCRED
- Total calculated
- $164,379
- From this org
- $153,972
- From related orgs
- $0
- Other
- $10,407
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $151,172
- Bonus
- $2,800
- Other
- $0
- Deferred
- $7,634
- Nontaxable benefits
- $2,773
- Filer's total
- $164,379
-
Marie ContiMARIE CONTI
SR DIR OF COMMUNITY & EVENTS
- Total calculated
- $142,678
- From this org
- $127,736
- From related orgs
- $0
- Other
- $14,942
- Hours/week
- 40
-
Dean BlaseDEAN BLASE
DEPUTY DIR OF EDUCATION
- Total calculated
- $144,226
- From this org
- $125,910
- From related orgs
- $0
- Other
- $18,316
- Hours/week
- 40
-
Melahrini PapadimitriouMELAHRINI PAPADIMITRIOU
DIR OF TEACHER EDUCATION
- Total calculated
- $134,210
- From this org
- $112,727
- From related orgs
- $0
- Other
- $21,483
- 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 $36,650 · assets $163,122
Directly controlled by AMERICAN MONTESSORI SOCIETY
-
CARAVALLE LLC
MONTESSORI TECHNOLOGY TRAINING · WI · income $36,650 · assets $163,122
Directly controlled by SAN LORENZO LLC
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 6 April 2026
- IRS schema version
- 2024v5.5
- Source object
- 202631059349301308
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