Civic Intelligence

Good Shepherd Montessori School Inc.

990 • Fiscal year 2014 • EIN 04-3673627

Jul 01, 2013 to Jun 30, 2014 • Filed on Oct 18, 2014

1101 East Jefferson BlvdSouth Bend, IN 46617

(574) 288-0098

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

96th percentile

1.35x

Higher debt load relative to assets than 96% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

81st percentile

0.73x

Higher debt load relative to revenue than 81% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

15th percentile

-17%

Higher net margin than 15% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

72nd percentile

$105,807

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 7.8% of source-year revenue.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

16th percentile

-6.7%

Faster asset growth than 16% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

27th percentile

-5.1%

Faster revenue growth than 27% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Assets

Down

$735,276

Down $52,977 (-6.7%) from 2013

Net Assets

Down

-$259,914

Down $228,133 (-718%) from 2013

Liabilities

Up

$995,190

Up $175,156 (+21%) from 2013

Revenue

Down

$1,359,042

Down $73,014 (-5.1%) from 2013

Expenses

Up

$1,587,175

Up $132,635 (+9.1%) from 2013

Net Income

Down

-$228,133

Down $205,649 (-915%) from 2013

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0-$500KAssets 2011: $733,861Liabilities 2011: $1,093,626Net Assets 2011: -$359,7652011Assets 2012: $808,953Liabilities 2012: $1,073,033Net Assets 2012: -$264,0802012Assets 2013: $788,253Liabilities 2013: $820,034Net Assets 2013: -$31,7812013Assets 2014: $735,276Liabilities 2014: $995,190Net Assets 2014: -$259,9142014Assets 2015: $702,731Liabilities 2015: $1,111,883Net Assets 2015: -$409,1522015Assets 2016: $649,422Liabilities 2016: $1,048,469Net Assets 2016: -$399,0472016Assets 2017: $697,244Liabilities 2017: $1,067,307Net Assets 2017: -$370,0632017Assets 2018: $657,290Liabilities 2018: $977,068Net Assets 2018: -$319,7782018Assets 2019: $687,948Liabilities 2019: $987,916Net Assets 2019: -$299,9682019Assets 2020: $804,489Liabilities 2020: $1,081,314Net Assets 2020: -$276,8252020Assets 2021: $903,171Liabilities 2021: $1,239,226Net Assets 2021: -$336,0552021Assets 2022: $873,346Liabilities 2022: $1,141,515Net Assets 2022: -$268,1692022Assets 2023: $977,588Liabilities 2023: $1,357,735Net Assets 2023: -$380,1472023Assets 2024: $839,095Liabilities 2024: $1,309,637Net Assets 2024: -$470,5422024Assets 2025: $1,441,617Liabilities 2025: $1,289,977Net Assets 2025: $151,6402025

Highlighted filing

2014

Assets$735,276
Liabilities$995,190
Net Assets-$259,914

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $1,068,974Expenses 2011: $1,077,155Net Income 2011: -$8,1812011Revenue 2012: $1,231,409Expenses 2012: $1,135,724Net Income 2012: $95,6852012Revenue 2013: $1,432,056Expenses 2013: $1,454,540Net Income 2013: -$22,4842013Revenue 2014: $1,359,042Expenses 2014: $1,587,175Net Income 2014: -$228,1332014Revenue 2015: $1,410,895Expenses 2015: $1,560,133Net Income 2015: -$149,2382015Revenue 2016: $1,669,416Expenses 2016: $1,659,311Net Income 2016: $10,1052016Revenue 2017: $1,765,642Expenses 2017: $1,736,658Net Income 2017: $28,9842017Revenue 2018: $1,771,835Expenses 2018: $1,721,550Net Income 2018: $50,2852018Revenue 2019: $1,887,240Expenses 2019: $1,867,430Net Income 2019: $19,8102019Revenue 2020: $1,855,206Expenses 2020: $1,837,898Net Income 2020: $17,3082020Revenue 2021: $1,937,877Expenses 2021: $1,964,178Net Income 2021: -$26,3012021Revenue 2022: $2,252,276Expenses 2022: $2,184,390Net Income 2022: $67,8862022Revenue 2023: $2,077,687Expenses 2023: $2,189,665Net Income 2023: -$111,9782023Revenue 2024: $2,528,494Expenses 2024: $2,618,889Net Income 2024: -$90,3952024Revenue 2025: $2,995,147Expenses 2025: $2,372,965Net Income 2025: $622,1822025

Highlighted filing

2014

Revenue$1,359,042
Expenses$1,587,175
Net Income-$228,133
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Oct 18, 2014
Return Version
2013v3.1
Gross Receipts
$1,359,042
Mission and Program Overview

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

Combine solid academics that have no limit with a faith-based foundation. We help children develop an awareness of and respect for the dignity and diversity of life.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$771,039$704,156▼ $66,883
Cash and Non-Interest-Bearing Accounts$17,214$28,600▲ $11,386
Prepaid Expenses and Deferred Charges-$2,520-
Total Assets$788,253$735,276▼ $52,977
Liabilities
Mortgage Notes Payable Secured by Investment Property$691,710$844,353▲ $152,643
Deferred Revenue$92,741$121,768▲ $29,027
Accounts Payable and Accrued Expenses$15,723$19,069▲ $3,346
Unsecured Notes Loans Payable$19,860$10,000▼ $9,860
Total Liabilities$820,034$995,190▲ $175,156
Net Assets / Fund Balance
Unrestricted Net Assets$-31,781$-259,914▼ $228,133
Total Net Assets Fund Balance$-31,781$-259,914▼ $228,133
Total Liabilities and Net Assets / Fund Balance$788,253$735,276▼ $52,977

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$654,156$291,912$946,068
Land$50,000-$50,000
Equipment-$38,533$38,533
Other Land Buildings-$5,732$5,732

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013-$20,000▲ $1,423-$21,423
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Daniel DriscollHead of SchoolFT$72,444$33,363$105,807
Elaine SizemoreOperations ManagerFT$40,067$20,181$60,248

Board Members and Trustees

NameTitle
Maria MckennaPresident/Secretary
Bridget HardyVice President
Geraldine RitchhartDirector
Mary Ann ThomasTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$136,090
Program Service Revenue
$1,202,783
Investment Income
$12
Other Revenue
$20,157
All Other Contributions
$109,691
Change in Net Assets
$-228,133
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,005,349
Other Expenses$350,506
Grants and Similar Amounts Paid$231,320
Total Fundraising Expense$75,982
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$578,941$9,156$9,156$597,253
Grants to Domestic Individuals$231,320--$231,320
Other Employee Benefits$191,351$-6,642$-4,712$179,997
Current Officers, Directors, Trustees, and Key Employees$54,750$59,493$61,361$175,604
Depreciation Depletion$66,883$0$0$66,883
Occupancy$61,110$0$0$61,110
Payroll Taxes$43,042$4,663$4,790$52,495
Interest$36,738$0$0$36,738
All Other Expenses$25,176$1,314$5,387$31,877
Fees for Services Other$27,519$0$0$27,519
Insurance$16,149$0$0$16,149
Office Expenses$14,739$0$0$14,739
Fees for Services Accounting$0$8,900$0$8,900
Other Expenses$8,400$0$0$8,400
Travel$1,131$0$0$1,131
Total Functional Expenses$1,434,309$76,884$75,982$1,587,175
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$7,414---
Event 2$5,876---
Total Events$13,290-$415$-415
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

EIN
04-3673627
Phone
5742880098

Signing Officer

Name
Mary Ann Thomas
Title
Treasurer
Phone
5742880098
Signed
2014-10-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mary Ann Thomas
Formed
2002
Legal Domicile
In
Voting Board Members
4
Independent Board Members
4
Employees
40
Volunteers
200

Preparer

Preparer
Richard J Cullar CPA
Phone
5742888320
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

A draft of the entire tax return except Schedule B is provided

Pt VI, Line 11B

to the entire Board for review, discussion, and approval before

Pt VI, Line 11B

it is signed by the Treasurer and filed. The entire tax

Pt VI, Line 11B

return, including Schedule B, is provided to, and reviewed

Pt VI, Line 11B

by, the Board President and Treasurer. Schedule B is redacted

Pt VI, Line 11B

from the return provided to the entire Board because donors

Pt VI, Line 11B

have an expectation of privacy with regard to their donations

Pt VI, Line 11B

and that expectation would be violated if Schedule B were to

Pt VI, Line 11B

be provided to the rest of the Board.

Pt VI, Line 12C

Each year members of the Board and key employees

Pt VI, Line 12C

are asked to sign a conflict of interest statement.

Pt VI, Line 15A

The independent Board meets each year with the Head of

Pt VI, Line 15A

School to discuss and calculate his compensation.

Pt VI, Line 15B

The independent Finance Committee, each year, reviews

Pt VI, Line 15B

and consults with the Head of School on the operating

Pt VI, Line 15B

budget and individual salaries.

Pt VI, Line 19

The School's governing documents, conflict of interest

Pt VI, Line 19

policy, and financial statements are made available

Pt VI, Line 19

to the public upon request to the School's

Pt VI, Line 19

administrative staff.

Form 990, Part IX, Line 24F

Classroom supplies 8174. 8174. 0. 0. Dues 6668. 6668. 0. 0. Books 3433. 3433. 0. 0. Accredidation 6901. 6901. 0. 0. Other 1314. 0. 1314. 0. Fund raising activities 5387. 0. 0. 5387.

Financial Statement Notes

Pt V Line 4

Earnings on the endowment, which was established with third-party donations and is held by Community Foundation of St. Joseph County, Inc., are to be used for scholarships for Hispanic/ Latino childen.

Pt X Line 2

The School recognizes the tax benefit from an uncertain tax position only if it is more likely than not that the position will be sustained on examination by taxing authorities based on the technical merits of the position. The tax benefits recognized in the financial

Pt X Line 2

Statements from such a position are measured based on the largest benefit that has a greater than 50% likelihood of being realized upon ultimate settlement. Examples of tax positions include the tax-exempt status of the school and positions related to the potential sources of unrelated business taxable income. Management has not identified any uncertain tax positions taken or expected to be taken in a tax return, and there are no unrecognized tax benefits recorded as liabilities in the accompany

Pt XI Line 2D

classifies interest and penalties, if any, associated with uncertain tax positions as a

Pt X Line 2

component of income tax expense. There was no accrued interest or any penalties related to unrecognized tax benefits at either June 30, 2014 or 2013, or any interest or penalties expense related to unrecognized tax benefits for the years then ended. The School is no longer subject to examination by the Internal Revenue Service or the State of Indiana for years ended prior to June 30, 2011.

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IRS990/Desc0OUR GOAL IS TO INSPIRE A LIFELONG LOVE OF LEARNING. THE MONTESSORI FOCUS IS: JOYFUL LEARNING, SPIRITED INTERACTIONS, COMPASSIONATE CARE FOR THE ENVIRONMENT, AND SEEKING TO CREATE A WORLD AT PEACE. OUR CULTURE IS BASED ON MUTUAL RESPECT, UNDERSTANDING, AND A COLLABORATIVE PARTNERSHIP WITH PARENTS, STUDENTS AND FACULTY. WE WORK TO EDUCATE THE WHOLE CHILD ACADEMICALLY, SPIRITUALLY, SOCIALLY, AND EMOTIONALLY. TO CELEBRATE THE UNIQUENESS AND DIFFERENCES OF EACH CHILD AND RESPECT EACH CHILD'S INDIVIDUAL INTERESTS AND LEARNING STYLE USING A FAITH- BASED MONTESSORI EDUCATION AS A CORNERSTONE. OUR STUDENTS LEARN THE ART OF CRITICAL THINKING, RESEARCHING, SELF EXPRESSION, AND PRACTICAL PROBLEM SOLVING IN A CLASSROOM ENVIRONMENT THAT FOSTERS INDEPENDENT THOUGHT.
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IRS990/OtherExpensesGrp/Desc1Hot lunches
IRS990/OtherExpensesGrp/Desc2Student activities
IRS990/OtherExpensesGrp/Desc3Training
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt30
IRS990/OtherExpensesGrp/ProgramServicesAmt048102
IRS990/OtherExpensesGrp/ProgramServicesAmt119599
IRS990/OtherExpensesGrp/ProgramServicesAmt29359
IRS990/OtherExpensesGrp/ProgramServicesAmt38400
IRS990/OtherExpensesGrp/TotalAmt048102
IRS990/OtherExpensesGrp/TotalAmt119599
IRS990/OtherExpensesGrp/TotalAmt29359
IRS990/OtherExpensesGrp/TotalAmt38400
IRS990/OtherRevenueMiscGrp/BusinessCd0611110
IRS990/OtherRevenueMiscGrp/Desc0Miscellaneous
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0121
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0121
IRS990/OtherRevenueTotalAmt0121
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt09156
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt09156
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0578941
IRS990/OtherSalariesAndWagesGrp/TotalAmt0597253
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt04790
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt04663
IRS990/PayrollTaxesGrp/ProgramServicesAmt043042
IRS990/PayrollTaxesGrp/TotalAmt052495
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02520
IRS990/PrincipalOfficerNm0MARY ANN THOMAS
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0611110
IRS990/ProgramServiceRevenueGrp/BusinessCd1611110
IRS990/ProgramServiceRevenueGrp/BusinessCd2611110
IRS990/ProgramServiceRevenueGrp/BusinessCd3611110
IRS990/ProgramServiceRevenueGrp/BusinessCd4611110
IRS990/ProgramServiceRevenueGrp/Desc0Tuition fees
IRS990/ProgramServiceRevenueGrp/Desc1Enrollment fees
IRS990/ProgramServiceRevenueGrp/Desc2Extended day services
IRS990/ProgramServiceRevenueGrp/Desc3Hot lunches
IRS990/ProgramServiceRevenueGrp/Desc4Supply fees
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01113647
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt115864
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt214552
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt330942
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt46703
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0347926
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0193864
IRS990/PYInvestmentIncomeAmt024
IRS990/PYOtherExpensesAmt0406694
IRS990/PYOtherRevenueAmt045332
IRS990/PYProgramServiceRevenueAmt01038774
IRS990/PYRevenuesLessExpensesAmt0-22484
IRS990/PYSalariesCompEmpBnftPaidAmt0853982
IRS990/PYTotalExpensesAmt01454540
IRS990/PYTotalRevenueAmt01432056
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-228133
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt020036
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt01202904
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.00000
IRS990ScheduleD/BuildingsGrp/BookValueAmt0654156
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0291912
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0946068
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt020000
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt021423
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt01423
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0true
IRS990ScheduleD/EquipmentGrp/DepreciationAmt038533
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt038533
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt050000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt050000
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt05732
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt05732
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Earnings on the endowment, which was established with third-party donations and is held by Community Foundation of St. Joseph County, Inc., are to be used for scholarships for Hispanic/ Latino childen.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1The School recognizes the tax benefit from an uncertain tax position only if it is more likely than not that the position will be sustained on examination by taxing authorities based on the technical merits of the position. The tax benefits recognized in the financial
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. EXAMPLES OF TAX POSITIONS INCLUDE THE TAX-EXEMPT STATUS OF THE SCHOOL AND POSITIONS RELATED TO THE POTENTIAL SOURCES OF UNRELATED BUSINESS TAXABLE INCOME. MANAGEMENT HAS NOT IDENTIFIED ANY UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, AND THERE ARE NO UNRECOGNIZED TAX BENEFITS RECORDED AS LIABILITIES IN THE ACCOMPANY
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3classifies interest and penalties, if any, associated with uncertain tax positions as a
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt4component of income tax expense. There was no accrued interest or any penalties related to unrecognized tax benefits at either June 30, 2014 or 2013, or any interest or penalties expense related to unrecognized tax benefits for the years then ended. The School is no longer subject to examination by the Internal Revenue Service or the State of Indiana for years ended prior to June 30, 2011.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt V Line 4
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt X Line 2
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt X Line 2
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt XI Line 2d
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt X Line 2
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.00000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0704156
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE GOOD SHEPHERD MONTESSORI SCHOOL'S NON-DISCRIMINATION POLICY IS PUBLICIZED IN ITS BELIEF STATEMENTS AND HISTORY LOCATED ON THE SCHOOL'S WEBSITE AND IS LISTED ON THE BOTTOM OF EACH OF ITS WEB PAGES.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Line 3
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt013290
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt07414
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt05876
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0415
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt0415
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt0415
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt07414
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt05876
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt013290
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0Cinco de Mayo
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0Trivia Night
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-415
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Financial aid
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceAmt0231320
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc0Tuition aid
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt086
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0Tuition discount
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0Financial aid is offered to those who have completed the Financial Aid
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt1application through FACTS tuition and is available to the extent that
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt2funds are available. Eligility is determined through the financial aid
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt3application using FACTS. Applications can either be completed by visiting
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt4www.factstuitionaid.com or by requesting an application from the School's
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt5office. Good Shepherd does not discriminate on the basis of race, religion,
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt6sex, ethnicity, or national origin when granting financial aid.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt I Line 2
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt I Line 2
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt I Line 2
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt I Line 2
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt I Line 2
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc5Pt I Line 2
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc6Pt I Line 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A draft of the entire tax return except Schedule B is provided
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1to the entire Board for review, discussion, and approval before
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2it is signed by the Treasurer and filed. The entire tax
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3return, including Schedule B, is provided to, and reviewed
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4by, the Board President and Treasurer. Schedule B is redacted
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5from the return provided to the entire Board because donors
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6have an expectation of privacy with regard to their donations
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7and that expectation would be violated if Schedule B were to
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8be provided to the rest of the Board.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Each year members of the Board and key employees
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10are asked to sign a conflict of interest statement.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11The independent Board meets each year with the Head of
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12School to discuss and calculate his compensation.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13The independent Finance Committee, each year, reviews
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14and consults with the Head of School on the operating

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.44$1.29$0.15$3.00$2.37$0.62
2024Detailed filing. Detailed filing data is available for this year.$0.84$1.31$0.47$2.53$2.62$0.09
2023Detailed filing. Detailed filing data is available for this year.$0.98$1.36$0.38$2.08$2.19$0.11
2022Detailed filing. Detailed filing data is available for this year.$0.87$1.14$0.27$2.25$2.18$0.07
2021Detailed filing. Detailed filing data is available for this year.$0.90$1.24$0.34$1.94$1.96$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.80$1.08$0.28$1.86$1.84$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.69$0.99$0.30$1.89$1.87$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.66$0.98$0.32$1.77$1.72$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.70$1.07$0.37$1.77$1.74$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.65$1.05$0.40$1.67$1.66$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.70$1.11$0.41$1.41$1.56$0.15
2014Detailed filing. Detailed filing data is available for this year.$0.74$1.00$0.26$1.36$1.59$0.23
2013Summary only. Only limited summary data is available for this year.$0.79$0.82$0.03$1.43$1.45$0.02
2012Summary only. Only limited summary data is available for this year.$0.81$1.07$0.26$1.23$1.14$0.10
2011Summary only. Only limited summary data is available for this year.$0.73$1.09$0.36$1.07$1.08$0.01
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