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Nonprofit · EIN 04-3673627

GOOD SHEPHERD MONTESSORI SCHOOL INC

Tax-exempt · SOUTH BEND, IN 46617

Financials

$2.1M$2.2M2022$2.5M$2.6M2023$3M$2.4M2024
Revenue Expenses · by fiscal year end
Financials of GOOD SHEPHERD MONTESSORI SCHOOL INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$2,995,147$2,372,965$622,182$1,441,617$1,289,977$151,640
June 30, 2024990$2,528,494$2,618,889-$90,395$839,095$1,309,637-$470,542
June 30, 2023990$2,077,687$2,189,665-$111,978$977,588$1,357,735-$380,147
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$353,711
Program service revenue
$2,578,365
Investment income
$0
Net income from fundraising events
$63,071
Other revenue
$63,071

Expenses

Grants and similar amounts paid
$116,250
Compensation of officers, directors and key employees
$212,166
Other salaries and wages
$1,226,000
Salaries, compensation and benefits (total)
$1,755,785
Professional fundraising fees
$0
Legal fees
$4,835
Accounting fees
$7,600
Occupancy
$106,899
Depreciation
$58,049
Program services (functional)
$2,112,408
Management and general (functional)
$258,511
Fundraising (functional)
$2,046

Balance sheet and other

Total assets, start of year
$839,095
Total assets, end of year
$1,441,617
Total liabilities, end of year
$1,289,977
Net assets, end of year
$151,640
Land, buildings and equipment
$744,459
Net assets without donor restrictions
$126,640
Net assets with donor restrictions
$25,000
Gross receipts
$3,008,665
Employees
43
Volunteers
375
Year formed
2002
State of legal domicile
IN

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
Elaine Sizemore till 061525Operations manager
Key employee, Highest-paid employee
40$124,590
Josh KaiserHead of School
Officer, Key employee
40$87,576
Rachel Otwinowksidirector
Trustee or director
1$0
Steve Sollmanndirector
Trustee or director
1$0
Amy LangenkampPresident
Trustee or director
1$0
Robert Shanetreasurer
Trustee or director
1$0
Heather Bokondirector
Trustee or director
1$0
Rosa Hiestanddirector
Trustee or director
1$0
Douglas Matthysdirector
Trustee or director
1$0
Heather Russelldirector
Trustee or director
1$0
Blake Smithdirector
Trustee or director
1$0
Carrie Doylesecretary
Trustee or director
1$0
Lindsay Chaddertondirector
Trustee or director
1$0
990 for the year ended June 30, 2024: 10 people
NameTitleHours / weekCompensationOther / benefits
ELAINE SIZEMOREOPERATIONS M
Officer
40$91,200$18,880
JOSH KAISERHEAD OF SCHO
Officer
40$87,552$3,946
RACHEL OTWINOWSKIDIRECTOR
Trustee or director
1$0$0
STEVE SOLLMANDIRECTOR
Trustee or director
1$0$0
AMY LANGENKAMPDIRECTOR
Trustee or director
1$0$0
ROBERT SHANEDIRECTOR
Trustee or director
1$0$0
PETER MORGANVICE PRESIDE
Trustee or director, Officer
2$0$0
MICHAEL J LIBBINGTREASURER
Trustee or director, Officer
2$0$0
ROSIE MCDOWELLPRESIDENT
Trustee or director, Officer
2$0$0
CARRIE DOYLESECRETARY
Trustee or director, Officer
2$0$0
990 for the year ended June 30, 2023: 8 people
NameTitleHours / weekCompensationOther / benefits
ELAINE SIZEMOREOPERATIONS M
Officer
40$88,620$18,736
DANIEL DRISCOLLHEAD OF SCHO
Officer
40$71,955$12,133
JOSH KAISERHEAD OF SCHO
Officer
40$42,504$7,760
RICHARD HERBSTDIRECTOR
Trustee or director
1$0$0
PETER MORGANDIRECTOR
Trustee or director
1$0$0
ROSIE MCDOWELLPRESIDENT/SE
Trustee or director, Officer
2$0$0
INTZEL MUNOZSECRETARY
Trustee or director, Officer
2$0$0
MICHAEL J LIBBINGTREASURER
Trustee or director, Officer
2$0$0

Address and contacts

Address (IRS master file)
1101 E JEFFERSON BLVD, SOUTH BEND, IN 46617-3313
In care of
% DANIEL W DRISCOLL
Principal officer (990 for 2024)
Joshua A Kaiser, 1101 East Jefferson Blvd, South Bend, IN 46617
Signed the 990
Joshua Kaiser, Head of School
Phone
(574) 288-0098

Mission

Good Shepherd Montessori School is a diverse, cooperative learning community, governed by an independent board of directors, that uses the Montessori method to nurture the character and uniqueness of the child and to inspire wonder and a joy of learning. It fosters spiritual growth in the Christian tradition and cultivates compassionate relationships with all people and just stewardship of the worlds resources

990 for the year ended June 30, 2025

Program accomplishments

  • All activities in the school are part of the tuition program, no other activities linked to other than the educational program are conducted in the school
    Expenses $2,112,408 · grants $116,250 · revenue $2,578,365

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
04-3673627
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
School
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2002
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B24)
Assets (IRS master file)
$1,441,617
Income (IRS master file)
$3,008,665

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$2,995,147$2,372,965$1,441,617XML
990June 2024$2,528,494$2,618,889$839,095XML
990June 2023$2,077,687$2,189,665$977,588XML
990June 2022$2,252,276$2,184,390$873,346IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS
990June 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-3673627).

Questions about GOOD SHEPHERD MONTESSORI SCHOOL INC

What is the EIN of GOOD SHEPHERD MONTESSORI SCHOOL INC?
The employer identification number (EIN) of GOOD SHEPHERD MONTESSORI SCHOOL INC is 04-3673627.
Is GOOD SHEPHERD MONTESSORI SCHOOL INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
Are donations to GOOD SHEPHERD MONTESSORI SCHOOL INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does GOOD SHEPHERD MONTESSORI SCHOOL INC file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of GOOD SHEPHERD MONTESSORI SCHOOL INC due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did GOOD SHEPHERD MONTESSORI SCHOOL INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of GOOD SHEPHERD MONTESSORI SCHOOL INC?
The 990 for the year ended June 30, 2025 names Joshua A Kaiser.
Who are the officers and directors of GOOD SHEPHERD MONTESSORI SCHOOL INC?
The 990 for the year ended June 30, 2025 lists 13 people; 2 received compensation from the organization, the highest $124,590 (Elaine Sizemore till 061525, Operations manager).
How much revenue does GOOD SHEPHERD MONTESSORI SCHOOL INC have?
On its 990 for the year ended June 30, 2025 it reported revenue of $2,995,147, expenses of $2,372,965 and total assets of $1,441,617 at year end.

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