Nonprofit · EIN 23-7422367
WORLD FAMILY SCHOOL
Tax-exempt · BOZEMAN, MT 59715
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $199,678 | $186,116 | $13,562 | $213,506 | $0 | $213,506 |
| June 30, 2024 | 990-EZ | $133,626 | $400,557 | -$266,931 | $216,410 | $16,467 | $199,943 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $5,703
- Program service revenue
- $192,025
- Investment income
- $0
- Net income from fundraising events
- $1,950
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $112,474
- Salaries, compensation and benefits (total)
- $153,706
- Professional fees and payments to contractors
- $4,243
- Occupancy
- $13,204
- Other expenses
- $14,963
- Program services (functional)
- $186,840
Balance sheet and other
- Total assets, start of year
- $216,410
- Total assets, end of year
- $213,506
- Total liabilities, end of year
- $0
- Net assets, end of year
- $213,506
- Cash, savings and investments
- $11,918
- Land and buildings
- $201,588
- Gross receipts
- $199,788
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-EZ for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Gloria K Overcash | Treasurer | 40 | $60,981 |
| Elena G Muench | Secretary | 40 | $51,493 |
| Jeanne Wesley-Wiese | President | 1 | $0 |
| Paul Wiese | Vice President | 1 | $0 |
| Virginia Dabney Reed | Director | 1 | $0 |
| Peter James Guercio | Director | 1 | $0 |
| Roberto Jose Ibarra | Director | 1 | $0 |
990-EZ for the year ended June 30, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Gloria K Overcash | Treasurer | 40.5 | $54,540 |
| Elena G Muench | Director | 40.5 | $39,900 |
| Jeanne Wesley-Wiese | President | 0.3 | $0 |
| Paul Wiese | Vice President | 0.3 | $0 |
| Lindsey Doub | Secretary | 0.2 | $0 |
| Peter James Guercio | Director | 0.2 | $0 |
| Roberto Jose Ibarra | Director | 0.2 | $0 |
Address and contacts
- Address (IRS master file)
- 115 E DICKERSON ST, BOZEMAN, MT 59715-5319
- In care of
- % CAROL DIETRICH
- Mailing address (990-N for 2022)
- 115 E DICKERSON ST, BOZEMAN MT 59715
- Signed the 990-EZ
- Gloria Overcash, Treasurer
- Phone
- (406) 595-2547
- Return prepared by
- Linkinwater Accounting Services
Mission
Provide Waldorf-inspired education to pre-school and kindergarten children.
Program accomplishments
- Provide Waldorf-inspired education to pre-school and kindergarten children.Expenses $186,840
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-EZ on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 23-7422367
- 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
- 1975
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $213,506
- Income (IRS master file)
- $199,788
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $199,678 | $186,116 | $213,506 | IRS |
| 990-EZ | June 2024 | $133,626 | $400,557 | $216,410 | XML |
| 990-N for 2022 | June 30, 2023 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2020 Officer: Pele Pasquesi | June 30, 2021 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2015 Officer: Carol Dietrich | June 30, 2016 | ≤ $50,000 receipts | – | – | e-Postcard |
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 23-7422367).
Questions about WORLD FAMILY SCHOOL
- What is the EIN of WORLD FAMILY SCHOOL?
- The employer identification number (EIN) of WORLD FAMILY SCHOOL is 23-7422367.
- Is WORLD FAMILY SCHOOL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1975.
- Are donations to WORLD FAMILY SCHOOL tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WORLD FAMILY SCHOOL 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 WORLD FAMILY SCHOOL 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 WORLD FAMILY SCHOOL last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended June 2025.
- Who are the officers and directors of WORLD FAMILY SCHOOL?
- The 990-EZ for the year ended June 30, 2025 lists 7 people; 2 received compensation from the organization, the highest $60,981 (Gloria K Overcash, Treasurer).
- How much revenue does WORLD FAMILY SCHOOL have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $199,678, expenses of $186,116 and total assets of $213,506 at year end.
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