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← AMERICAN MONTESSORI SOCIETY INC

Form 990 for tax year 2023

Filed by AMERICAN MONTESSORI SOCIETY INC.

Totals

Total revenue
$7,838,867
Total expenses
$7,511,971
Contributions and grants received
$3,803,993
Grants paid
$83,664
Program service revenue
$3,620,624
Investment income
$210,467
Other revenue
$203,783
Total assets, end of year
$9,085,541
Total liabilities, end of year
$2,445,838
Net assets or fund balances, end of year
$6,639,703
Program services expenses (Part IX)
$6,251,832
Management and general expenses
$1,003,232
Fundraising expenses
$256,907
Program service expenses (Part III)
$6,251,832

Program services were 83.2% 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

    $3,139,802

  • 1c · Fundraising events

    $21,500

  • 1f · All other contributions, gifts and grants

    $642,691

  • 2a · Program service revenue: ANNUAL CONFERENCE

    total $2,245,586 · related or exempt $2,245,586

  • 2b · Program service revenue: TEACHER EDUCATION PROG

    total $762,512 · related or exempt $762,512

  • 2c · Program service revenue: WEBINARS

    total $506,110 · related or exempt $506,110

  • 2d · Program service revenue: ACCREDITATION

    total $106,416 · related or exempt $106,416

  • 3 · Investment income

    total $184,886 · excluded $184,886

  • 5 · Royalties

    total $26,902 · excluded $26,902

  • 7a · Gross sales of assets other than inventory

    securities $367,418

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

    securities $341,837

  • 7c · Gain or loss

    securities $25,581

  • 7d · Net gain or loss

    total $25,581 · excluded $25,581

  • 8a · Fundraising events: gross income

    $82,003

  • 8a · Fundraising events: contributions included on line 1c

    $21,500

  • 8b · Fundraising events: direct expenses

    $58,666

  • 8c · Net income from fundraising events

    total $23,337

  • 11a · Other revenue: ADVERTISING

    total $87,671 · unrelated business $87,671

  • 11b · Other revenue: MISCELLANEOUS

    total $65,873 · related or exempt $65,873

  • 11e · Other revenue, total

    $153,544

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $83,664 · program services $83,664

  • 5 · Compensation of officers, directors and key employees

    total $718,912 · program services $548,167 · management and general $142,400 · fundraising $28,345

  • 7 · Other salaries and wages

    total $2,507,534 · program services $1,911,982 · management and general $496,688 · fundraising $98,864

  • 8 · Pension plan contributions

    total $74,373 · program services $56,709 · management and general $14,732 · fundraising $2,932

  • 9 · Other employee benefits

    total $218,945 · program services $166,944 · management and general $43,368 · fundraising $8,633

  • 10 · Payroll taxes

    total $246,365 · program services $187,852 · management and general $48,800 · fundraising $9,713

  • 11b · Fees: legal

    total $9,636 · program services $9,150 · management and general $375 · fundraising $111

  • 11c · Fees: accounting

    total $32,211 · program services $30,589 · management and general $1,252 · fundraising $370

  • 11f · Fees: investment management

    total $12,358 · management and general $12,358

  • 11g · Fees: other

    total $973,503 · program services $924,478 · management and general $37,840 · fundraising $11,185

  • 13 · Office expenses

    total $725,636 · program services $641,895 · management and general $57,456 · fundraising $26,285

  • 16 · Occupancy

    total $4,369 · program services $3,624 · management and general $587 · fundraising $158

  • 17 · Travel

    total $401,720 · program services $347,129 · management and general $48,799 · fundraising $5,792

  • 19 · Conferences, conventions and meetings

    total $952,474 · program services $884,704 · management and general $10,654 · fundraising $57,116

  • 22 · Depreciation, depletion and amortization

    total $179,483 · program services $175,039 · management and general $283 · fundraising $4,161

  • 23 · Insurance

    total $36,636 · program services $23,931 · management and general $12,057 · fundraising $648

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

    total $174,366 · program services $168,062 · management and general $4,080 · fundraising $2,224

  • 24b · Other expenses: DUES AND SUBSCRIPTIONS

    total $141,953 · program services $70,924 · management and general $70,659 · fundraising $370

  • 24c · Other expenses: OTHER

    total $21,583 · program services $20,562 · management and general $1,021 · fundraising $0

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

    total -$3,750 · program services -$3,573 · management and general -$177 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,696,811 · end of year $1,066,673

  • 2 · Savings and temporary cash investments

    beginning of year $1,354,238 · end of year $2,210,398

  • 4 · Accounts receivable

    beginning of year $59,707 · end of year $68,191

  • 9 · Prepaid expenses and deferred charges

    beginning of year $175,304 · end of year $167,403

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

    $2,277,321

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

    $1,614,276

  • 10c · Land, buildings and equipment, net

    beginning of year $403,023 · end of year $663,045

  • 11 · Investments: publicly traded securities

    beginning of year $4,445,239 · end of year $4,909,831

  • 17 · Accounts payable and accrued expenses

    beginning of year $519,471 · end of year $445,331

  • 19 · Deferred revenue

    beginning of year $1,332,023 · end of year $1,886,066

  • 25 · Other liabilities

    beginning of year $347,092 · end of year $114,441

  • 27 · Net assets without donor restrictions

    beginning of year $5,095,064 · end of year $5,635,207

  • 28 · Net assets with donor restrictions

    beginning of year $840,672 · end of year $1,004,496

Mission and programs · 2023

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. OVER 3,900 TEACHERS, ADMINISTRATORS, AND HEADS OF SCHOOLS ATTENDED THE 2024 ANNUAL CONFERENCE IN MARCH 2024. THE ANNUAL CONFERENCE OFFERED ABOUT 200 WORKSHOPS COVERING TOPICS SUCH AS THE BEST WEAPON FOR PEACE: MARIA MONTESSORI, EDUCATION, AND CHILDREN'S RIGHT, THE POWER OF US, AND OTHER TOPICS RELEVANT TO MONTESSORI EDUCATION. CONFERENCE SPEAKERS INCLUDED ERICA MORETTI, JAY VAN BAVEL, LISA LING, AND PHIL HANSEN. THE CONFERENCE ALSO PROVIDED NETWORKING AND SOCIAL EVENTS.

    Expenses $1,981,825 · Revenue $2,245,586

  • AMS IS PROVIDING OPPORTUNITIES FOR EDUCATORS TO ENRICH THE MONTESSORI PRACTICES AND STAY CURRENT WITH THE LATEST DEVELOPMENTS IN THE FIELD SUCH AS AMS LEARNING LIVE CLASSES, ON-DEMAND VIDEOS, EMERGING LEADERSHIP FELLOWSHIP PROGRAMS, AND AMS CERTIFICATE PROGRAMS AND CLASSES, ETC.AMS ALSO OFFERS AN ARRAY OF SPECIAL PUBLICATIONS DESIGNED TO AID MEMBERS IN THEIR CONTINUED TRANSFORMATION AND PROFESSIONAL DEVELOPMENT.

    Expenses $1,408,037

  • IN FY 2024, AMS SERVED OVER 23,000 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 $969,428 · Revenue $762,512

  • TEACHER EDUCATION: IN FY 2024, AMS HAD APPROXIMATELY 110 AMS-AFFILIATED TEACHER EDUCATION PROGRAMS. AMS ISSUED ABOUT 1700 MONTESSORI CREDENTIALS TO SUCCESSFUL GRADUATES OF THESE AMS-AFFILIATED TEACHER EDUCATION PROGRAMS. WE REGISTERED 2200 NEW ADULT LEARNERS IN FY 2024.RESEARCH, SCHOLARSHIPS, PEACE ACTIVITIES, RETREATS, WEBINARS, ARCHIVES, CERTIFICATE PROGRAMS.

    Expenses $1,892,542 · Grants $83,664 · Revenue $678,399

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Amira Mogaji

    PRESIDENT

    Total calculated
    $0
    Hours/week
    3

  • Hilary Green

    VICE-PRESIDENT

    Total calculated
    $0
    Hours/week
    3

  • Debbie Senoff-Langford

    TREASURER

    Total calculated
    $0
    Hours/week
    3

  • Geoffrey Bishop

    SECRETARY

    Total calculated
    $0
    Hours/week
    3

  • Aimee Allen

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • Sabrina Binkley

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • Wendy Di

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • Thomas Emery

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • Anita Hanks

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • Luz Casquejo Johnston

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • Michelle Morrison

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • Candace Proctor

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • Mary Beth Ricks

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • Laura Saylor

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • Jay Scheurle

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • Michelle Seyller

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • Munir Shivji

    EXECUTIVE DIRECTOR

    Total calculated
    $254,403
    From this org
    $243,383
    From related orgs
    $0
    Other
    $11,020
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $235,883
    Bonus
    $7,500
    Other
    $0
    Deferred
    $7,063
    Nontaxable benefits
    $3,957
    Filer's total
    $254,403

  • Deb Hoffman

    SENIOR DIRECTOR OF FINANCE & PEOPLE OPERATIONS

    Total calculated
    $223,339
    From this org
    $208,737
    From related orgs
    $0
    Other
    $14,602
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $198,537
    Bonus
    $10,200
    Other
    $0
    Deferred
    $6,544
    Nontaxable benefits
    $8,058
    Filer's total
    $223,339

  • Gina Taliaferro

    SENIOR DIRECTOR OF EDUCATION AND STRATEGIC INITIAT

    Total calculated
    $199,677
    From this org
    $182,186
    From related orgs
    $0
    Other
    $17,491
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $171,986
    Bonus
    $10,200
    Other
    $0
    Deferred
    $9,218
    Nontaxable benefits
    $8,273
    Filer's total
    $199,677

  • Roth Jason

    SENIOR DIRECTOR OF MARKETING

    Total calculated
    $175,888
    From this org
    $169,580
    From related orgs
    $0
    Other
    $6,308
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $159,380
    Bonus
    $10,200
    Other
    $0
    Deferred
    $5,057
    Nontaxable benefits
    $1,251
    Filer's total
    $175,888

  • Melanie Thiese

    SENIOR DIRECTOR OF MEMBERSHIP AND SCHOOL ACCREDITA

    Total calculated
    $147,205
    From this org
    $138,873
    From related orgs
    $0
    Other
    $8,332
    Hours/week
    40

  • Marie Conti

    SR DIR OF COMMUNITY AND EVENTS

    Total calculated
    $132,544
    From this org
    $118,692
    From related orgs
    $0
    Other
    $13,852
    Hours/week
    40

  • Melahrini Papadimitriou

    DIRECTOR OF TEACHER EDUCATION

    Total calculated
    $126,080
    From this org
    $107,731
    From related orgs
    $0
    Other
    $18,349
    Hours/week
    40

  • Porcha Wafford

    DIRECTOR OF EQUITY AND ENGAGEMENT (TO 6/24)

    Total calculated
    $109,172
    From this org
    $105,706
    From related orgs
    $0
    Other
    $3,466
    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 $157,071 · assets $178,877

    Directly controlled by AMERICAN MONTESSORI SOCIETY

  • CARAVALLE LLC

    MONTESSORI TECHNOLOGY TRAINING · WI · income $157,071 · assets $178,877

    Directly controlled by SAN LORENZO LLC

Provenance

Return type
form_990
Tax year
2023
Filed
19 March 2025
IRS schema version
2023v6.0
Source object
202531359349310578

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