WASHINGTON MONTESSORI ASSOCIATION INC Charity Report

Public IRS 990 nonprofit record

WASHINGTON MONTESSORI ASSOCIATION INC

EIN 23-7100723 · Education (B200)

What they do

WASHINGTON MONTESSORI SCHOOL CREATES AN INCLUSIVE and JOYFUL ENVIRONMENT, SUPPORTED BY A DEEPLY ROOTED COMMUNITY of FAMILIES and EDUCATORS, WHERE CHILDREN EMBRACE THEIR INDIVIDUAL and COLLECTIVE POTENTIAL and PREPARE to LIVE WITH INTEGRITY IN A CHANGING WORLD.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $81.60 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders18 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

78.27%of revenue went to mission work81.6% of expenses · Program services

3.95%of revenue went to fundraising4.1% of expenses

$95.97spent for every $100 of revenueRevenue covered expenses this year.

13.75%of revenue went to management and office costs14.3% of expenses

$1.88in assets for every $1 spent this yearSome assets cannot be spent right away.

6.2%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $240,731 for LAUNA SCHWEIZER (HEAD OF SCHOOL THRU 04/2025). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$9,755,223

Mission workProgram services$7,635,41778.27% of revenue81.6% of expenses

ManagementOffice and general costs$1,341,43713.75% of revenue14.3% of expenses

FundraisingAsking for donations$385,2283.95% of revenue4.1% of expenses

Revenue left after expensesReported annual surplus$393,1414.03% of revenueShown in gray on the chart

Total expenses$9,362,08295.97% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 81.6% mission · 14.3% management · 4.1% fundraisingTotal expenses: 95.97% of revenue

2023Expense mix: 81.0% mission · 14.5% management · 4.5% fundraisingTotal expenses: 90.84% of revenue

2022Expense mix: 79.2% mission · 17.5% management · 3.3% fundraisingTotal expenses: 94.28% of revenue

2021Expense mix: 83.9% mission · 13.1% management · 3.1% fundraisingTotal expenses: 92.27% of revenue

2020Expense mix: 81.0% mission · 16.0% management · 3.0% fundraisingTotal expenses: 89.60% of revenue

2019Expense mix: 83.2% mission · 13.8% management · 3.0% fundraisingTotal expenses: 98.09% of revenue

2018Expense mix: 79.7% mission · 17.4% management · 2.9% fundraisingTotal expenses: 97.71% of revenue

2017Expense mix: 77.5% mission · 19.6% management · 2.9% fundraisingTotal expenses: 92.94% of revenue

Money in and money out

Revenue$9,755,223

Expenses$9,362,082

Annual surplus $393,141 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$7,635,417 · 81.6% of expenses

Management and office costs$1,341,437 · 14.3% of expenses

Fundraising$385,228 · 4.1% of expenses

See all reported dollar amounts

Revenue$9,755,223

Expenses$9,362,082

Assets$17,567,023

Income$10,137,642

Contributions$601,933

Mission work (program services)$7,635,417

Fundraising$385,228

Management and general$1,341,437

Stocks and bonds$4,515,166

Accounting fees$42,700

Investing fees$16,803

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

LAUNA SCHWEIZERHEAD OF SCHOOL THRU 04/2025 · 40 hrs/week $240,731Base $199,539 · Other $41,192

ANNE FENTONCHIEF FINANCIAL OFFICER · 40 hrs/week $158,917Base $139,404 · Other $19,513

LAURA MARTINASST HEAD OF ENROLLMENT · 40 hrs/week $126,700Base $121,000 · Other $5,700

JAMIE SPANNHAKEBOARD MEMBER · 1 hrs/week $6,111

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (18)

LAUNA SCHWEIZERHEAD OF SCHOOL THRU 04/2025

ANNE FENTONCHIEF FINANCIAL OFFICER

LAURA MARTINASST HEAD OF ENROLLMENT

JAMIE SPANNHAKEBOARD MEMBER

JOHN CELEBIBOARD MEMBER

YUJUNG KIM CHAPLINBOARD MEMBER

SUNDAY FISHERBOARD MEMBER

MATTHEW WOODHALLBOARD MEMBER

LILY BINNS-BERKEYVICE CHAIR

KELLY OPDYKEBOARD MEMBER

JULIA KIVITZTREASURER

JEREMY LACASSECHAIR

HELEN SHUSECRETARY

FLETCHER PREVINBOARD MEMBER

CHRISTOPHER IVEYBOARD MEMBER THRU 10/24

CAROLINE KLEINBOARD MEMBER

BRIEANNE HILLBOARD MEMBER

BRIANA BALLBOARD MEMBER

About this charity

Recognized since: January 1971
Location: 240 LITCHFIELD TURNPIKE, NEW PRESTON, CT 06777
County: Litchfield
In care of: KERRY DORTON
Primary officer: KERRY DORTON, INTERIM HEAD OF SCHOOL

How to reach them

WebsiteVisit the charity’s website Phone(860) 868-0551

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
Tax preparer: PKF OCONNOR DAVIES ADVISORY LLC
NTEE classification: Education (B200)