Nonprofit · EIN 38-2473823
MONTESSORI SOCIETY OF GREATER GRAND RAPIDS INC
Also known as STEPPING STONE MONTESSORI
Tax-exempt · GRAND RAPIDS, MI 49503
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $4,084,344 | $3,596,801 | $487,543 | $4,093,058 | $1,693,970 | $2,399,088 |
| June 30, 2024 | 990 | $3,991,106 | $3,553,925 | $437,181 | $3,720,857 | $1,809,312 | $1,911,545 |
| June 30, 2023 | 990 | $3,299,343 | $3,043,268 | $256,075 | $3,144,146 | $1,669,782 | $1,474,364 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $198,272
- Program service revenue
- $3,763,932
- Investment income
- $47,557
- Net income from fundraising events
- $71,964
- Other revenue
- $74,583
Expenses
- Grants and similar amounts paid
- $192,475
- Compensation of officers, directors and key employees
- $118,000
- Other salaries and wages
- $1,923,364
- Salaries, compensation and benefits (total)
- $2,801,708
- Professional fundraising fees
- $0
- Legal fees
- $1,320
- Accounting fees
- $15,258
- Occupancy
- $54,435
- Depreciation
- $29,884
- Program services (functional)
- $2,882,160
- Management and general (functional)
- $641,513
- Fundraising (functional)
- $73,128
Balance sheet and other
- Total assets, start of year
- $3,720,857
- Total assets, end of year
- $4,093,058
- Total liabilities, end of year
- $1,693,970
- Net assets, end of year
- $2,399,088
- Land, buildings and equipment
- $2,222,365
- Net assets without donor restrictions
- $2,398,088
- Net assets with donor restrictions
- $1,000
- Gross receipts
- $4,114,298
- Employees
- 61
- Year formed
- 1938
- State of legal domicile
- MI
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.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Jan Reed | Head of School Officer, Highest-paid employee | 40 | $118,000 | $1,605 |
| Mandy Chardoul | Director Trustee or director | 2 | $0 | $0 |
| Jennifer Faber | director Trustee or director | 2 | $0 | $0 |
| Abraham Jones | Director Trustee or director | 2 | $0 | $0 |
| Jamie Benvenuto | Director Trustee or director | 2 | $0 | $0 |
| Lauren Reilly | Director Trustee or director | 2 | $0 | $0 |
| Meg Russell | Director Trustee or director | 2 | $0 | $0 |
| Brian Bakkila | President Officer | 2 | $0 | $0 |
| Kelly Bartlett | Secretary Officer | 2 | $0 | $0 |
| Walter Perschbacher | Finance Chair Officer | 2 | $0 | $0 |
990 for the year ended June 30, 2024: 10 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Jan Reed | Head of School Officer, Highest-paid employee | 40 | $118,000 | $1,467 |
| Jamie Benvenuto | Director Trustee or director | 2 | $0 | $0 |
| Abraham Jones | Director Trustee or director | 2 | $0 | $0 |
| Meg Russell | Director Trustee or director | 2 | $0 | $0 |
| Lauren Reilly | Director Trustee or director | 0 | $0 | $0 |
| Mandy Chardoul | Director Trustee or director | 2 | $0 | $0 |
| Jennifer Faber | director Trustee or director | 2 | $0 | $0 |
| Brian Bakkila | President Officer | 2 | $0 | $0 |
| Kelly Bartlett | Secretary Officer | 2 | $0 | $0 |
| Walter Perschbacher | Finance Chair Officer | 2 | $0 | $0 |
990 for the year ended June 30, 2023: 10 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Elizabeth Topliffe | Head of School Officer, Highest-paid employee | 40 | $120,000 | $5,420 |
| Marion Chardoul | Board Member Trustee or director | 2 | $0 | $0 |
| Abraham Jones | Board Member Trustee or director | 2 | $0 | $0 |
| Meg Russell | Board Member Trustee or director | 2 | $0 | $0 |
| Lauren Reilly | Board Member Trustee or director | 2 | $0 | $0 |
| Jennifer Faber | Board Member Trustee or director | 2 | $0 | $0 |
| Kelly Bartlett | Board Member Trustee or director | 2 | $0 | $0 |
| Deanna Miller | Secretary Officer | 2 | $0 | $0 |
| Brian Bakkila | President Officer | 2 | $0 | $0 |
| Walter Perschbacher | Treasurer Officer | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1110 COLLEGE AVE NE, GRAND RAPIDS, MI 49503-1123
- In care of
- % JAN REED
- Principal officer (990 for 2024)
- Jan Reed, 1110 College Avenue NE, Grand Rapids, MI 49503
- Signed the 990
- JAN REED, Head of School
- Phone
- (616) 451-8627
- Website
- www.steppingstonesgr.org
- Return prepared by
- Fusion Financial Services
Mission
Stepping Stones Montessori School nutures global citizens and guides each child to realize thier unique potential
Program accomplishments
- School Stepping Stones students are well prepared to face the challenges that life is likely to throw at them. They leave Stepping Stones with a strong sense of self, a solid academic experience and most importantly a love of learning that will serve them the rest of their lives.Expenses $2,721,497 · grants $175,152 · revenue $3,415,986
- Child Care Provide a safe day care alternative to parents where the child is encouraged in the development of education, concentration, coordination, independence, and a sense of order.Expenses $160,663 · grants $17,323 · revenue $325,356
- Summer Session Provide a safe summer care program alternative to parents, where the child is encouraged in the development of education, concentration, coordination, independence and sense of order.revenue $22,590
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 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 38-2473823
- 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
- 1984
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $4,093,058
- Income (IRS master file)
- $4,114,298
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $4,084,344 | $3,596,801 | $4,093,058 | XML |
| 990 | June 2024 | $3,991,106 | $3,553,925 | $3,720,857 | XML |
| 990 | June 2023 | $3,299,343 | $3,043,268 | $3,144,146 | XML |
| 990 | June 2022 | $3,289,324 | $2,336,834 | $2,467,836 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 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 38-2473823).
Questions about MONTESSORI SOCIETY OF GREATER GRAND RAPIDS INC
- What is the EIN of MONTESSORI SOCIETY OF GREATER GRAND RAPIDS INC?
- The employer identification number (EIN) of MONTESSORI SOCIETY OF GREATER GRAND RAPIDS INC is 38-2473823.
- Is MONTESSORI SOCIETY OF GREATER GRAND RAPIDS INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1984.
- Are donations to MONTESSORI SOCIETY OF GREATER GRAND RAPIDS INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MONTESSORI SOCIETY OF GREATER GRAND RAPIDS 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 MONTESSORI SOCIETY OF GREATER GRAND RAPIDS 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 MONTESSORI SOCIETY OF GREATER GRAND RAPIDS 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 MONTESSORI SOCIETY OF GREATER GRAND RAPIDS INC?
- The 990 for the year ended June 30, 2025 names Jan Reed.
- Who are the officers and directors of MONTESSORI SOCIETY OF GREATER GRAND RAPIDS INC?
- The 990 for the year ended June 30, 2025 lists 10 people; 1 received compensation from the organization, the highest $118,000 (Jan Reed, Head of School).
- How much revenue does MONTESSORI SOCIETY OF GREATER GRAND RAPIDS INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $4,084,344, expenses of $3,596,801 and total assets of $4,093,058 at year end.
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