Civic Intelligence

Good Shepherd Montessori School Inc.

990 • Fiscal year 2017 • EIN 04-3673627

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 10, 2017

Organization Profilewww.gsms.org
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

97th percentile

1.53x

Higher debt load relative to assets than 97% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

80th percentile

0.60x

Higher debt load relative to revenue than 80% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

46th percentile

1.6%

Higher net margin than 46% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

71st percentile

$103,847

Higher top officer pay than 71% of similar nonprofits.

Top officer pay equals 5.9% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

62nd percentile

7.4%

Faster asset growth than 62% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

53rd percentile

5.8%

Faster revenue growth than 53% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets97th percentile

Assets

Up

$697,244

Up $47,822 (+7.4%) from 2016

Net Assets

Up

-$370,063

Up $28,984 (+7.3%) from 2016

Liabilities

Up

$1,067,307

Up $18,838 (+1.8%) from 2016

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin46th percentile

Revenue

Up

$1,765,642

Up $96,226 (+5.8%) from 2016

Expenses

Up

$1,736,658

Up $77,347 (+4.7%) from 2016

Net Income

Up

$28,984

Up $18,879 (+187%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

2017

Assets$697,244
Liabilities$1,067,307
Net Assets-$370,063
Open 2017 Filing

Operations Trend

Revenue Growth53rd percentile

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

2017

Revenue$1,765,642
Expenses$1,736,658
Net Income$28,984
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 10, 2017
Return Version
2016v3.0
Gross Receipts
$1,765,642
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$613,821$556,062▼ $57,759
Cash and Non-Interest-Bearing Accounts$35,601$141,182▲ $105,581
Total Assets$649,422$697,244▲ $47,822
Liabilities
Mortgage Notes Payable Secured by Investment Property$906,163$852,786▼ $53,377
Deferred Revenue$119,822$193,725▲ $73,903
Accounts Payable and Accrued Expenses$12,484$10,796▼ $1,688
Unsecured Notes Loans Payable$10,000$10,000→ $0
Total Liabilities$1,048,469$1,067,307▲ $18,838
Net Assets / Fund Balance
Temporarily Rstr Net Assets-$77,519-
Unrestricted Net Assets$-399,047$-447,582▼ $48,535
Total Net Assets Fund Balance$-399,047$-370,063▲ $28,984
Total Liabilities and Net Assets / Fund Balance$649,422$697,244▲ $47,822

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$490,608$497,460$988,068
Equipment$15,454$41,945$57,399
Land$50,000-$50,000
Other Land Buildings-$5,094$5,094
Compensation and Service Providers
Top Officer Pay71st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Daniel DriscollHead of SchoolFT$79,956$23,891$103,847
Elaine SizemoreOperations ManagerFT$66,048$26,562$92,610

Board Members and Trustees

NameTitle
Maria MckennaPresident
Jean PawlakVice President
Ann Marie R PowerDirector
Greg KilDirector
Nate HamilDirector
Brian KaneSecretary
Shawn FlatteryTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$277,605
Program Service Revenue
$1,476,816
Investment Income
$19
Other Revenue
$11,202
All Other Contributions
$251,135
Change in Net Assets
$28,984
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,118,223
Other Expenses$362,303
Grants and Similar Amounts Paid$256,132
Total Fundraising Expense$94,882
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$607,209$9,821$9,821$626,851
Grants to Domestic Individuals$256,132--$256,132
Other Employee Benefits$227,570$3,681$3,681$234,932
Current Officers, Directors, Trustees, and Key Employees$52,950$82,141$62,076$197,167
Depreciation Depletion$72,087$0$0$72,087
Occupancy$68,381$0$0$68,381
Payroll Taxes$54,238$1,518$3,517$59,273
Fees for Services Other$55,804$0$0$55,804
Interest$36,946$0$0$36,946
All Other Expenses$19,010$1,323$0$20,333
Insurance$13,883$0$0$13,883
Other Expenses$12,967$0$0$12,967
Office Expenses$10,529$0$0$10,529
Fees for Services Accounting$0$9,400$0$9,400
Conferences and Meetings$3,241$0$0$3,241
Travel$255$0$0$255
Total Functional Expenses$1,533,892$107,884$94,882$1,736,658
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
Chiaravalle$6,100-$652-
Total Events$6,100-$5,440$-5,440
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

Filer Name
Good Shepherd Montessori School Inc
EIN
04-3673627
Phone
5742880098
Address
1101 East Jefferson Blvd, South Bend, IN 46617

Signing Officer

Name
Shawn Flattery
Title
Treasurer
Phone
5742880098
Signed
2017-10-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Daniel Driscoll
Formed
2002
Legal Domicile
In
Voting Board Members
7
Independent Board Members
7
Employees
38
Volunteers
200

Preparer

Firm
CULLAR & ASSOCIATES PC CPA'S
Address
218 W WASHINGTON ST SUITE 300, SOUTH BEND, IN 46601
Preparer
Richard J Cullar CPA
Phone
5742888320
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“A draft of the entire tax return except for Schedule B is provided to the entire Board of Directors for review, discussion, and approval before the return is signed by the Board Treasurer and filed. The entire tax return, including Schedule B, is provided to and reviewed by the Board President and Treasurer. Schedule B is redacted from the draft provided to the Board because donors have an expectation of privacy with respect to their donations and that expectation would be violated if Schedule B were to be provided to the entire Board. The Board approved the tax return at its January 2018 meeting.”

Pt VI, Line 12C

“Each year, members of the Board and all key employees are asked to sign a conflict of interest statement.”

Pt VI, Line 15A

“The independent Board of Directors meets each year with the Head of School to discuss and set his compensation. This was last done in September 2016.”

Pt VI, Line 15B

“The independent Finance Committee reviews and consults with the Head of School each year on the operating budget and individual compensation, including that of other key employees. This was last done in September 2016.”

Pt VI, Line 19

“The School's governing documents, conflict of interest policy, and financial statements are made available to the public upon request to the School's administrative staff.”

Form 990, Part IX, Line 24E

“Training 5426. 5426. 0. 0.”

Form 990, Part IX, Line 24E

“Books 4808. 4808. 0. 0.”

Form 990, Part IX, Line 24E

“Other 1323. 0. 1323. 0.”

Form 990, Part IX, Line 24E

“Dues 6914. 6914. 0. 0.”

Form 990, Part IX, Line 24E

“Equipment 1862. 1862. 0. 0.”

Financial Statement Notes

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 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 accompanying financial statements. The School classifies interest and penalties, if any, associated with uncertain tax positions as a component of income tax expense. There was no accrued interest or any penalties related to unrecognized tax benefits at either June 30, 2017 or 2016, 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, 2014.”

Raw XML AppendixShowing 400 of 497 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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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/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Combine solid academics that have no
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0906163
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0852786
IRS990/NetAssetsOrFundBalancesBOYAmt0-399047
IRS990/NetAssetsOrFundBalancesEOYAmt0-370063
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt0250
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0250
IRS990/NoncashContributionsAmt04920
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt00
IRS990/OccupancyGrp/ProgramServicesAmt068381
IRS990/OccupancyGrp/TotalAmt068381
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt00
IRS990/OfficeExpensesGrp/ProgramServicesAmt010529
IRS990/OfficeExpensesGrp/TotalAmt010529
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt03681
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt03681
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0227570
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0234932
IRS990/OtherExpensesGrp/Desc0Student activities
IRS990/OtherExpensesGrp/Desc1Hot lunches
IRS990/OtherExpensesGrp/Desc2Fundraising activities
IRS990/OtherExpensesGrp/Desc3Classroom supplies
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt215787
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt30
IRS990/OtherExpensesGrp/ProgramServicesAmt025595
IRS990/OtherExpensesGrp/ProgramServicesAmt117095
IRS990/OtherExpensesGrp/ProgramServicesAmt20
IRS990/OtherExpensesGrp/ProgramServicesAmt312967
IRS990/OtherExpensesGrp/TotalAmt025595
IRS990/OtherExpensesGrp/TotalAmt117095
IRS990/OtherExpensesGrp/TotalAmt215787
IRS990/OtherExpensesGrp/TotalAmt312967
IRS990/OtherRevenueMiscGrp/BusinessCd0611110
IRS990/OtherRevenueMiscGrp/Desc0Miscellaneous
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt010952
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt010952
IRS990/OtherRevenueTotalAmt010952
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt09821
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt09821
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0607209
IRS990/OtherSalariesAndWagesGrp/TotalAmt0626851
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt03517
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01518
IRS990/PayrollTaxesGrp/ProgramServicesAmt054238
IRS990/PayrollTaxesGrp/TotalAmt059273
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0DANIEL DRISCOLL
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0611110
IRS990/ProgramServiceRevenueGrp/BusinessCd1611110
IRS990/ProgramServiceRevenueGrp/BusinessCd2611110
IRS990/ProgramServiceRevenueGrp/BusinessCd3611110
IRS990/ProgramServiceRevenueGrp/BusinessCd4611110
IRS990/ProgramServiceRevenueGrp/Desc0Tuition fees
IRS990/ProgramServiceRevenueGrp/Desc1Hot lunches
IRS990/ProgramServiceRevenueGrp/Desc2Extended day services
IRS990/ProgramServiceRevenueGrp/Desc3Enrollment fees
IRS990/ProgramServiceRevenueGrp/Desc4Farm transportation fees
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01364392
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt134334
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt222016
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt317500
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt415286
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0182673
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0266077
IRS990/PYInvestmentIncomeAmt018
IRS990/PYOtherExpensesAmt0318372
IRS990/PYOtherRevenueAmt0896
IRS990/PYProgramServiceRevenueAmt01485829
IRS990/PYRevenuesLessExpensesAmt010105
IRS990/PYSalariesCompEmpBnftPaidAmt01074862
IRS990/PYTotalExpensesAmt01659311
IRS990/PYTotalRevenueAmt01669416
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt028984
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt0250
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt01487768
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/BuildingsGrp/BookValueAmt0490608
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0497460
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0988068
IRS990ScheduleD/EquipmentGrp/BookValueAmt015454
IRS990ScheduleD/EquipmentGrp/DepreciationAmt041945
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt057399
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt050000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt050000
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt05094
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt05094
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The 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 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 accompanying financial statements. The School classifies interest and penalties, if any, associated with uncertain tax positions as a component of income tax expense. There was no accrued interest or any penalties related to unrecognized tax benefits at either June 30, 2017 or 2016, 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, 2014.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt X, Line 2
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0556062
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. SEE EXPLANATION ON PAGE 1.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Line 3
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt06100
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt06100
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt05440
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Chiaravalle
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt02881
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt02881
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt06100
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt06100
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-5440
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0652
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0652
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt01907
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt01907
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Financial aid
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceAmt0256132
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc0Tuition aid
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt086
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0Tuition discount
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0Tuition aid is provided to students demonstrating financial aid, and is determined by the Head of School.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt I Line 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A draft of the entire tax return except for Schedule B is provided to the entire Board of Directors for review, discussion, and approval before the return is signed by the Board Treasurer and filed. The entire tax return, including Schedule B, is provided to and reviewed by the Board President and Treasurer. Schedule B is redacted from the draft provided to the Board because donors have an expectation of privacy with respect to their donations and that expectation would be violated if Schedule B were to be provided to the entire Board. The Board approved the tax return at its January 2018 meeting.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Each year, members of the Board and all key employees are asked to sign a conflict of interest statement.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The independent Board of Directors meets each year with the Head of School to discuss and set his compensation. This was last done in September 2016.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The independent Finance Committee reviews and consults with the Head of School each year on the operating budget and individual compensation, including that of other key employees. This was last done in September 2016.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The School's governing documents, conflict of interest policy, and financial statements are made available to the public upon request to the School's administrative staff.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Training 5426. 5426. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Books 4808. 4808. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Other 1323. 0. 1323. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Dues 6914. 6914. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Equipment 1862. 1862. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 19

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$697,244
Liabilities
$1,067,307
Net assets
-$370,063
Revenue
$1,765,642
Expenses
$1,736,658
Net income
$28,984
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