Civic Intelligence

Saint Joseph Montessori School Inc.

EIN 83-0697224 • 501(c)3 • South Bend, IN

Pub. 78 Eligible

Profile

EDUCATION

PO Box 11688South Bend, IN 46634

sjmontessori.org

Siviq Scores

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

Liabilities / Assets

78th percentile

0.10x

Higher debt load relative to assets than 78% of similar nonprofits.

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

Liabilities / Revenue

77th percentile

0.04x

Higher debt load relative to revenue than 77% of similar nonprofits.

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

Net Margin

68th percentile

14%

Higher net margin than 68% of similar nonprofits.

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

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

91st percentile

74%

Faster asset growth than 91% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

66th percentile

12%

Faster revenue growth than 66% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets78th percentile

Assets

Up

$78,077

Up $33,319 (+74%) from 2024

Liabilities

Up

$7,635

Up $7,496 (+5393%) from 2024

Net Assets

Up

$70,442

Up $25,823 (+58%) from 2024

Operations
Liabilities / Revenue77th percentileNet Margin68th percentile

Revenue

Up

$185,976

Up $20,012 (+12%) from 2024

Expenses

Up

$160,153

Up $12,541 (+8.5%) from 2024

Net Income

Up

$25,823

Up $7,471 (+41%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth91st percentile

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

$80K$60K$40K$20K$0Assets 2021: $13,128Liabilities 2021: $02021Assets 2022: $18,587Net Assets 2022: $18,5872022Assets 2023: $53,416Liabilities 2023: $27,150Net Assets 2023: $26,2662023Assets 2024: $44,758Liabilities 2024: $139Net Assets 2024: $44,6192024Assets 2025: $78,077Liabilities 2025: $7,635Net Assets 2025: $70,4422025

Highlighted filing

2025

Assets$78,077
Liabilities$7,635
Net Assets$70,442
Open 2025 Filing

Operations Trend

Revenue Growth66th percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2021: $36,516Expenses 2021: $37,997Net Income 2021: -$1,4812021Revenue 2022: $132,059Expenses 2022: $126,600Net Income 2022: $5,4592022Revenue 2023: $131,743Expenses 2023: $124,064Net Income 2023: $7,6792023Revenue 2024: $165,964Expenses 2024: $147,612Net Income 2024: $18,3522024Revenue 2025: $185,976Expenses 2025: $160,153Net Income 2025: $25,8232025

Highlighted filing

2025

Revenue$185,976
Expenses$160,153
Net Income$25,823
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$78,077
Liabilities
$7,635
Net assets
$70,442
Revenue
$185,976
Expenses
$160,153
Net income
$25,823
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.78$0.08$0.70$1.86$1.60$0.26
2024Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$1.66$1.48$0.18
2023Detailed filing. Detailed filing data is available for this year.$0.53$0.27$0.26$1.32$1.24$0.08
2022Detailed filing. Detailed filing data is available for this year.$0.19$0.19$1.32$1.27$0.05
2021Summary only. Only limited summary data is available for this year.$0.13$0.00$0.37$0.38$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 21, 2025
Return Version
2024v5.0
Gross Receipts
$185,976
Mission and Program Overview

Mission

EDUCATION

Program Services

DescriptionGrantsExpenses
WE ARE A COOPERATIVE SCHOOL EMBRACING THE MONTESSORI METHOD AND THE RICHNESS OF CATHOLICISM.-$141,105
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CLAIRE FYRQVISTPresident-$0--
RAMOND KORSONSecretary-$0--
MICAH TOWERYTreasurer-$0--
HOLLY PEARCEAdministratoFT$0--
Filing and Contact Details

Filer

Filer Name
Saint Joseph Montessori School Inc
EIN
83-0697224
Phone
5743830537
Address
PO BOX 11688, SOUTH BEND, IN 46634

Signing Officer

Name
Micah Towery
Title
Treasurer
Phone
5743830537
Signed
2025-10-21
Discuss with paid preparer
Yes

Preparer

Firm
Jeffrey R Deitchley CPA Pc
Address
220 SOUTH RACE STREET, MISHAWAKA, IN 46544-2032
Preparer
Jeffrey R Deitchley CPA
Phone
5742591638
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses advertising and promotion 1,574 office 5,502 conferences/meetings 3,387 insurance 7,399 classroom supplies 5,799 total 23,661”

Form 990-ez, Part II, Line 24

“School desks 4,779 4,779 total 4,779 4,779”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 139 985 deferred revenue 0 6,650”

Raw XML Appendix138 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0MICAH TOWERY
IRS990EZ/BooksInCareOfDetail/PhoneNum05743830537
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0309 S TAYLOR ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SOUTH BEND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd046601
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt039979
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt073298
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt068319
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt025823
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt08585
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt044758
IRS990EZ/Form990TotalAssetsGrp/EOYAmt078077
IRS990EZ/GainOrLossFromSaleOfAssetsAmt0129
IRS990EZ/GrossReceiptsAmt0185976
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt07
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt044619
IRS990EZ/NetAssetsOrFundBalancesEOYAmt070442
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt044619
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt070442
IRS990EZ/OccupancyRentUtltsAndMaintAmt05500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt340.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CLAIRE FYRQVIST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RAMOND KORSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MICAH TOWERY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3HOLLY PEARCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3ADMINISTRATO
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt04779
IRS990EZ/OtherAssetsTotalDetail/EOYAmt04779
IRS990EZ/OtherExpensesTotalAmt023661
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATION
IRS990EZ/ProgramServiceRevenueAmt0117521
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0WE ARE A COOPERATIVE SCHOOL EMBRACING THE MONTESSORI METHOD AND THE RICHNESS OF CATHOLICISM.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0141105
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt0122407
IRS990EZ/SaleOfAssetsGrossAmt0129
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0true
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IN
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0139
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt07635
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0160153
IRS990EZ/TotalProgramServiceExpensesAmt0141105
IRS990EZ/TotalRevenueAmt0185976
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0SJMONTESSORI.ORG
IRS990ScheduleA/SchoolInd0X
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/ExplanationTxt0SCHOOL POLICY OF NONDISCRIMINATION IS AVAILABLE ON THE WEBSITE.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADVERTISING AND PROMOTION 1,574 OFFICE 5,502 CONFERENCES/MEETINGS 3,387 INSURANCE 7,399 CLASSROOM SUPPLIES 5,799 TOTAL 23,661
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SCHOOL DESKS 4,779 4,779 TOTAL 4,779 4,779
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS PAYABLE AND ACCRUED EXPENSES 139 985 DEFERRED REVENUE 0 6,650
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICAH TOWERY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05743830537
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAINT JOSEPH MONTESSORI SCHOOL INC
ReturnHeader/Filer/BusinessNameControlTxt0SAIN
ReturnHeader/Filer/EIN0830697224
ReturnHeader/Filer/PhoneNum05743830537
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 11688
ReturnHeader/Filer/USAddress/CityNm0SOUTH BEND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046634
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0351829970
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JEFFREY R DEITCHLEY CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0220 SOUTH RACE STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MISHAWAKA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0465442032
ReturnHeader/PreparerPersonGrp/PhoneNum05742591638
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY R DEITCHLEY CPA
ReturnHeader/ReturnTs02025-11-04T12:59:59-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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