Civic Intelligence

World Family School

EIN 23-7422367 • 501(c)3 • Bozeman, MT

Profile

Provide Waldorf-inspired education to pre-school and kindergarten children.

115 E Dickerson StBozeman, MT 59715

valleyoftheflowersschool.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

59th percentile

6.8%

Higher net margin than 59% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2025

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2025

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$213,506

Down $2,904 (-1.3%) from 2024

Liabilities

Down

$0

Down $16,467 (-100%) from 2024

Net Assets

Up

$213,506

Up $13,563 (+6.8%) from 2024

Operations
Liabilities / Revenue61st percentileNet Margin59th percentile

Revenue

Up

$199,678

Up $66,052 (+49%) from 2024

Expenses

Down

$186,116

Down $214,441 (-54%) from 2024

Net Income

Up

$13,562

Up $280,493 (+105%) from 2024

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2018: $401,245Liabilities 2018: $2,290Net Assets 2018: $398,9552018Assets 2020: $0Net Assets 2020: $02020Assets 2024: $216,410Liabilities 2024: $16,467Net Assets 2024: $199,9432024Assets 2025: $213,506Liabilities 2025: $0Net Assets 2025: $213,5062025

Highlighted filing

2025

Assets$213,506
Liabilities$0
Net Assets$213,506
Open 2025 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200K-$400KRevenue 2018: $167,257Expenses 2018: $169,283Net Income 2018: -$2,0262018Revenue 2020: $48,043Expenses 2020: $55,494Net Income 2020: -$7,4512020Revenue 2024: $133,626Expenses 2024: $400,557Net Income 2024: -$266,9312024Revenue 2025: $199,678Expenses 2025: $186,116Net Income 2025: $13,5622025

Highlighted filing

2025

Revenue$199,678
Expenses$186,116
Net Income$13,562
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$213,506
Liabilities
$0
Net assets
$213,506
Revenue
$199,678
Expenses
$186,116
Net income
$13,562
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$2.00$1.86$0.14
2024Detailed filing. Detailed filing data is available for this year.$2.16$0.16$2.00$1.34$4.01$2.67
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.48$0.55$0.07
2018Detailed filing. Detailed filing data is available for this year.$4.01$0.02$3.99$1.67$1.69$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 8, 2025
Return Version
2024v5.0
Gross Receipts
$199,788
Mission and Program Overview

Mission

Education for pre and kindergarten children

Provide Waldorf-inspired education to pre-school and kindergarten children.

Program Services

DescriptionGrantsExpenses
Provide Waldorf-inspired education to pre-school and kindergarten children.$0$186,840
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Gloria K OvercashTreasurerFT$60,981-$60,981
Elena G MuenchSecretaryFT$51,493-$51,493
Jeanne Wesley-WiesePresident-$0--
Paul WieseVice President-$0--
Virginia Dabney ReedDirector-$0--
Peter James GuercioDirector-$0--
Roberto Jose IbarraDirector-$0--
Filing and Contact Details

Filer

Filer Name
World Family School
EIN
23-7422367
Phone
4065952547
Address
115 E Dickerson St, Bozeman, MT 59715

Signing Officer

Name
Gloria Overcash
Title
Treasurer
Phone
4065952547
Signed
2025-11-08
Discuss with paid preparer
Yes

Preparer

Firm
Linkinwater Accounting Services
Address
96 N Weaver St Unit 1283, Belgrade, MT 59714
Preparer
Elliot Heumier
Phone
4064515239
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

“Description;Amount^School Meals and Supplies;7908|Admin Supplies Software and Fees;4869|Interest Expense;2186^Total;14963^”

Form 990-EZ, Part I, Line 20

“Description;Amount^Adjustment for Rounding;1^Total;1^”

Raw XML Appendix192 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.

Path#Value
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IRS990EZ/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Linkinwater Accounting Services
IRS990EZ/BooksInCareOfDetail/PhoneNum04064515239
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt096 N Weaver St
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt0Unit 1283
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Belgrade
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd059714
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt019342
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt011918
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt05703
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt013562
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt04243
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0216410
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0213506
IRS990EZ/FundraisingGrossIncomeAmt02060
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0199788
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt0197068
IRS990EZ/LandAndBuildingsGrp/EOYAmt0201588
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0199943
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0213506
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0199943
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0213506
IRS990EZ/OccupancyRentUtltsAndMaintAmt013204
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt340
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt640
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt360981
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt651493
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jeanne Wesley-Wiese
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Paul Wiese
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Virginia Dabney Reed
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Gloria K Overcash
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Peter James Guercio
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Roberto Jose Ibarra
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Elena G Muench
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Secretary
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt01
IRS990EZ/OtherExpensesTotalAmt014963
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Provide Waldorf-inspired education to pre-school and kindergarten children.
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt0192025
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provide Waldorf-inspired education to pre-school and kindergarten children.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0186840
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt0153706
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/SchoolOperatingInd01
IRS990EZ/SpecialEventsDirectExpensesAmt0110
IRS990EZ/SpecialEventsNetIncomeLossAmt01950
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt016467
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0186116
IRS990EZ/TotalProgramServiceExpensesAmt0186840
IRS990EZ/TotalRevenueAmt0199678
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0https://valleyoftheflowersschool.com/
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
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd00
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd00
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0The school does not advertise
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule E, Part I, Line 3
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description;Amount^School Meals and Supplies;7908|Admin Supplies Software and Fees;4869|Interest Expense;2186^Total;14963^
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description;Amount^Adjustment for Rounding;1^Total;1^
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 20
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Gloria Overcash
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum04065952547
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WORLD FAMILY SCHOOL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Valley of the Flowers School
ReturnHeader/Filer/BusinessNameControlTxt0WORL
ReturnHeader/Filer/EIN0237422367
ReturnHeader/Filer/PhoneNum04065952547
ReturnHeader/Filer/USAddress/AddressLine1Txt0115 E Dickerson St
ReturnHeader/Filer/USAddress/CityNm0Bozeman
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059715
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0870816246
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Linkinwater Accounting Services
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt096 N Weaver St Unit 1283
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Belgrade
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059714
ReturnHeader/PreparerPersonGrp/PhoneNum04064515239
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Elliot Heumier
ReturnHeader/ReturnTs02025-11-08T12:49:15-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.