Wisconsin · Nonprofit
PENFIELD MONTESSORI ACADEMY INC
PENFIELD MONTESSORI ACADEMY INC (Wisconsin) receives grants from 13 organizations whose IRS filings report $1,522,538 to it, the largest being CHARLES E BENIDT FOUNDATION INC ($1,075,000). 8 of them have funded it in more than one year.
- Revenue FY2025
- $49k
- Funders on record
- 13
- Grants received
- $1.5M
- Net assets
- $0
What Penfield Montessori Academy Inc does
Mission
Penfield montessori academy is a fully-inclusive public uw-milwaukee charter montessori school for children of all abilities. Our mission is to provide a rich and challenging environment which allows students to realize their fullest potential academically, emotionally, and socially.
As stated on its FY2025 Form 990.
Program
On its FY2024 return the organization reported a significant change in how it conducts a program.
During fiscal year 2024, penfield montessori academy (pma) ceased operations following its closure at the end of june 2023. The primary focus for the fiscal year was on the orderly dissolution of the school and associated legal and financial responsibilities. All employees were formally laid off by the end of july 2023, and no new educational programming or student services took place during fy24. The organization initiated and carried out dissolution procedures, which included the sale of the school building held under a separate llc. These actions were overseen in compliance with regulatory and legal requirements. An independent consolidated financial audit was completed through december 2023 to ensure proper accounting of any final transactions. The audit recognized a small number of outstanding revenues and expenses related to the prior year's operations, including final vendor payments, professional service fees, and the receipt of closing grants or reimbursements. Overall, fy24 was dedicated to responsible financial and organizational closure, and no new programming, staffing, or enrollment activities were conducted. Action would be to close at the end of the 2022-2023 school year,
Its own explanation, from Schedule O of that return (Part III, line 3).
During fiscal year 2024, penfield montessori academy (pma) ceased operations following its closure at the end of june 2023. The primary focus for the fiscal year was on the orderly dissolution of the school and associated legal and financial responsibilities.all employees were formally laid off by the end of july 2023, and no new educational programming or student services took place during fy24. The organization initiated and carried out dissolution procedures, which included the sale of the school building held under a separate llc. These actions were overseen in compliance with regulatory and legal requirements.an independent consolidated financial audit was completed through december 2023 to ensure proper accounting of any final transactions. The audit recognized a small number of outstanding revenues and expenses related to the prior year's operations, including final vendor payments, professional service fees, and the receipt of closing grants or reimbursements.overall, fy24 was dedicated to responsible financial and organizational closure, and no new programming, staffing, or enrollment activities were conducted. Action would be to close at the end of the 2022-2023 school…
$2,525 spent$261 earned by the program100% of program spending
The program described on its FY2024 Form 990. Program spending in total: $2,525.
The organization over time
Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended.
Balance sheet
Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2017 to 2018, from $28k to $3.8M (+13159%).
How it's funded, over time
Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.
Government-grant reliance: 2017 23% · 2018 13% · 2019 81% · 2020 70% · 2021 37% · 2022 59% · 2023 86%. Grants only. Government contracts and fees sit inside program revenue.
Surplus & reserves
Operating surplus or deficit each year, and months of liquidity in hand. 5 of the last 9 reported years ran a deficit.
reserve
Leadership and staff
The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.
Chief executive
Polina Makievsky
CEO/president
Board chair
Chris Holmes
Chair
As listed on its FY2025 Form 990.
Who funds it, year by year
2017 → 2023: the base held at 3 funders, grant income fell $42k → $7k.
3 of 13 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 2% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.
Left out of every figure on this page: $5.7M from one payer (the payer shares this organization's board, largest Friends of Penfield Children's Center Inc). These are real filings, and they are not money PENFIELD MONTESSORI ACADEMY INC raised.
From the IRS filings of PENFIELD MONTESSORI ACADEMY INC’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
How concentrated its funding is
PENFIELD MONTESSORI ACADEMY INC leans on a few funders — its largest provides 71% of grant income and the top three 87%; half comes from just 1 funder.
the vertical line marks half of all grant income — 1 funder to its left
Largest funder’s share by year: 2017 60% · 2018 68% · 2019 49% · 2020 40% · 2021 75% · 2022 94% · 2023 85% — growing more concentrated.
“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
How long its funders stay
30% of PENFIELD MONTESSORI ACADEMY INC's funders are still giving 3 years after their first grant; 62% give in more than one year at all.
Share of funders still giving k years after their first recorded grant, pooled across every acquisition cohort. A funder counts as retained in a year only if it made a grant that year. Measured to FY2023, the last fiscal year that has finished arriving — a funder cannot be counted as lapsed in a year most filers have not reached.
Where its funders are
100% of PENFIELD MONTESSORI ACADEMY INC's grant income comes from Wisconsin funders.
In-state vs out-of-state, by year
Funder states come from each funder’s own filing. $23k arriving through sponsors registered in 3 states is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Organizations like PENFIELD MONTESSORI ACADEMY INC
Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.
In Wisconsin
Nationally
Read directly from this organization’s own Form 990, as neutral context.
Where the money goes
0% of spending goes to programs.
Governance
Footprint & structure
Part of a family of 5 related entities
- Pma Building LLC · disregarded
- Pcc Building LLC · disregarded
- Penfield Children's Center Inc · exempt
- Friends of Penfield Children's Center · exempt
- Vmms Building Corporation · exempt
Screen this organization
A dated, signed PDF of the compliance screen for PENFIELD MONTESSORI ACADEMY INC: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.
Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf
Questions and answers
- Who funds PENFIELD MONTESSORI ACADEMY INC?
- PENFIELD MONTESSORI ACADEMY INC (Wisconsin) receives grants from 13 organizations whose IRS filings report $1,522,538 to it, the largest being CHARLES E BENIDT FOUNDATION INC ($1,075,000). 8 of them have funded it in more than one year.
- How many funders does PENFIELD MONTESSORI ACADEMY INC have?
- IRS filings report 13 organizations giving $1,522,538 in grants to PENFIELD MONTESSORI ACADEMY INC, 8 of which have funded it in more than one year.
- Who is the largest funder of PENFIELD MONTESSORI ACADEMY INC?
- CHARLES E BENIDT FOUNDATION INC is the largest funder on record, with $1,075,000 in grants. The full list of funders is on this page.
- How can an organization like PENFIELD MONTESSORI ACADEMY INC find more funders?
- Start with the funders already giving here, then look at the foundations that back similar organizations in Wisconsin. The funding by cause and by state pages list the largest funders for a given area and how to approach them.
Play a game about who funds Penfield Montessori Academy →
These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2017–2025), and the filings of 13 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing