GOOD SHEPHERD MONTESSORI SCHOOL INC

EIN: 043673627 501(c)(3) Education

South Bend, IN

Total Revenue
$2,995,147
Total Expenses
$2,372,965
Total Assets
$1,441,617
Net Assets
$151,640
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2002
Legal Domicile
IN
Principal Officer
Joshua A Kaiser
Phone
5742880098
Tax Period
2024-07-01 to 2025-06-30

GOOD SHEPHERD MONTESSORI SCHOOL INC, founded in 2002, is a community nonprofit in the Education sector that reported $3.0M in total revenue in fiscal year 2024. Revenue grew 18% year-over-year, indicating healthy expansion. The organization ran a surplus of $622K, a strong 21% operating margin.

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $353,711
Program Service Revenue $2,578,365
Investment Income $0
Other Revenue $63,071
TOTAL REVENUE $2,995,147

Expense Breakdown

Grants Paid $116,250
Salaries & Benefits $1,755,785
Fundraising Expenses $2,046
Program Expenses $2,112,408
Other Expenses $500,930
TOTAL EXPENSES $2,372,965

Year-over-Year Comparison

2024 2023 Change
Revenue $2,995,147 $2,528,494 +0.2%
Expenses $2,372,965 $2,618,889 -0.1%
Net Income $622,182 $-90,395 -7.9%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

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Liquidity & Cash Position

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Governance

Voting Members
11
Independent Members
11
Employees
43
Volunteers
375

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
1
$87,576
Total Directors
11
$0
Key Employees
2
$212,166
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Elaine Sizemore till 061525 Operations manager 40
Key Emp Highest
$124,590 $0 $124,590
Josh Kaiser Head of School 40
Officer Key Emp
$87,576 $0 $87,576
Rachel Otwinowksi director 1
Director
$0 $0 $0
Steve Sollmann director 1
Director
$0 $0 $0
Amy Langenkamp President 1
Director
$0 $0 $0
Robert Shane treasurer 1
Director
$0 $0 $0
Heather Bokon director 1
Director
$0 $0 $0
Rosa Hiestand director 1
Director
$0 $0 $0
Douglas Matthys director 1
Director
$0 $0 $0
Heather Russell director 1
Director
$0 $0 $0
Blake Smith director 1
Director
$0 $0 $0
Carrie Doyle secretary 1
Director
$0 $0 $0
Lindsay Chadderton director 1
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $2,995,147 $2,372,965 $1,441,617 $622,182
2024 $2,528,494 $2,618,889 $839,095 $-90,395
2023 $2,077,687 $2,189,665 $977,588 $-111,978
2022 $2,252,276 $2,184,390 $873,346 $67,886
2021 $1,937,877 $1,964,178 $903,171 $-26,301
2020 $1,855,206 $1,837,898 $804,489 $17,308
2019 $1,887,240 $1,867,430 $687,948 $19,810
2018 $1,771,835 $1,721,550 $657,290 $50,285
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