Skip to content
ProPublica Donate
ProPublica Donate

Sunrise Montessori School Inc

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Educational Institutions and Related Activities / Elementary, Secondary Education, K - 12 (NTEE)

Donations to this organization are tax deductible.

Details

According to its June 2023 tax filing, this nonprofit:

Operated a school
Organization is a school. Details are reported on Schedule E.

Summary charts: organization finances over time

Revenue
$492k (2023)

Expenses
$423k (2023)

Total Assets
$451k (2023)

Total Liabilities
$225k (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$492,126
Expenses
$423,018
Net Income
$69,108
Net Assets
$225,735
Notable Sources of Revenue Percent of Total Revenue
Contributions $75,000
15.2%
Program Services $420,465
85.4%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising -$5,827
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $2,488
0.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $72,378
17.1%
Professional Fundraising Fees $0
Other Salaries and Wages $201,875
47.7%
Assets/Debt
Total Assets $450,852
Total Liabilities $225,117
Net Assets $225,735
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Andrea Rossick (Head Of Scho) $80,120 $0 $0
Syed Azhar (President) $0 $0 $0
Susannah Barry (Director/Par) $0 $0 $0
Jacquelyn Gubka (Director) $0 $0 $0
Urjita Jhurmarwala (Treasurer) $0 $0 $0
Marissa May (Director/Par) $0 $0 $0
Sue Roecker (Secretary) $0 $0 $0

Document Links

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$464,855
Expenses
$379,032
Net Income
$85,823
Net Assets
$156,627
Notable Sources of Revenue Percent of Total Revenue
Contributions $62,340
13.4%
Program Services $398,971
85.8%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $2,250
0.5%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $1,294
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $79,000
20.8%
Professional Fundraising Fees $0
Other Salaries and Wages $170,460
45.0%
Assets/Debt
Total Assets $424,479
Total Liabilities $267,852
Net Assets $156,627
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Andrea Rossick (Head Of Scho) $61,162 $0 $0
Syed Azhar (President) $0 $0 $0
Susannah Barry (Director/Par) $0 $0 $0
Jacquelyn Gubka (Director) $0 $0 $0
Urjita Jhurmarwala (Treasurer) $0 $0 $0
Ciera Maffei (Director) $0 $0 $0
Marissa May (Director/Par) $0 $0 $0
Sue Roecker (Secretary) $0 $0 $0
Kathi Shah (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$294,324
Expenses
$269,732
Net Income
$24,592
Net Assets
$70,804
Notable Sources of Revenue Percent of Total Revenue
Contributions $48,300
16.4%
Program Services $243,046
82.6%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $2,893
1.0%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $85
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $53,352
19.8%
Professional Fundraising Fees $0
Other Salaries and Wages $99,190
36.8%
Assets/Debt
Total Assets $143,518
Total Liabilities $72,714
Net Assets $70,804
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Andrea Rossick (Head Of Scho) $55,404 $0 $0
Syed Azhar (President) $0 $0 $0
Susannah Barry (Director/Par) $0 $0 $0
Jacquelyn Gubka (Director) $0 $0 $0
Urjita Jhurmarwala (Treasurer) $0 $0 $0
Ciera Maffei (Director) $0 $0 $0
Marissa May (Director/Par) $0 $0 $0
Sue Roecker (Secretary) $0 $0 $0
Kathi Shah (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$325,412
Expenses
$294,355
Net Income
$31,057
Net Assets
$46,215
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $319,919
98.3%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $4,534
1.4%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $959
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $53,388
18.1%
Professional Fundraising Fees $0
Other Salaries and Wages $109,332
37.1%
Assets/Debt
Total Assets $155,419
Total Liabilities $109,204
Net Assets $46,215
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Andrea Rossick (Head Of Scho) $53,388 $0 $0
Syed Azhar (President) $0 $0 $0
Jacquelyn Gubka (Director) $0 $0 $0
Urjita Jhurmarwala (Treasurer) $0 $0 $0
Ciera Maffei (Director) $0 $0 $0
Colleen Manning (Director) $0 $0 $0
Marissa May (Director/Par) $0 $0 $0
Sue Roecker (Secretary) $0 $0 $0
Kathi Shah (Director) $0 $0 $0
Mike Wong (Treasurer ) $0 $0 $0

Document Links

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$267,230
Expenses
$311,589
Net Income
-$44,359
Net Assets
$15,158
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $261,743
97.9%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $5,003
1.9%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $484
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $50,300
16.1%
Professional Fundraising Fees $0
Other Salaries and Wages $150,612
48.3%
Assets/Debt
Total Assets $34,762
Total Liabilities $19,604
Net Assets $15,158
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Karen Roeber (Head Of Scho) $50,300 $0 $0
Syed Azhar (President) $0 $0 $0
Andrea Rossick (Head Of Scho) $0 $0 $0
Sue Roecker (Secretary) $0 $0 $0
Mike Wong (Treasurer) $0 $0 $0
Jacquelyn Gubka (Director) $0 $0 $0
Ciera Maffei (Director) $0 $0 $0
Colleen Manning (Director) $0 $0 $0
Sara Allegretti (Dir. & Paren) $0 $0 $0
Kathi Shah (Dir. & Paren) $0 $0 $0

Document Links

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$300,485
Expenses
$313,887
Net Income
-$13,402
Net Assets
$59,517
Notable Sources of Revenue Percent of Total Revenue
Contributions $515
0.2%
Program Services $297,081
98.9%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $2,751
0.9%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $138
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $50,300
16.0%
Professional Fundraising Fees $0
Other Salaries and Wages $157,461
50.2%
Assets/Debt
Total Assets $72,124
Total Liabilities $12,607
Net Assets $59,517
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Karen Roeber (Head Of Scho) $50,300 $0 $0
Paul Roeber (President) $0 $0 $0
Sue Roecker (Secretary) $0 $0 $0
Mike Wong (Treasurer) $0 $0 $0
Syed Azhar (Director) $0 $0 $0
Jacquelyn Gubka (Director) $0 $0 $0
Nicole Hammerschlag (Director) $0 $0 $0
Jennifer Hiscoe (Director) $0 $0 $0
Courtney Nappa (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$292,561
Expenses
$314,327
Net Income
-$21,766
Net Assets
$72,919
Notable Sources of Revenue Percent of Total Revenue
Contributions $9,452
3.2%
Program Services $282,947
96.7%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $162
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $49,197
15.7%
Professional Fundraising Fees $10
0.0%
Other Salaries and Wages $146,607
46.6%
Assets/Debt
Total Assets $78,531
Total Liabilities $5,612
Net Assets $72,919
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Paul Roeber (Pres And Interim Treas) $0 $0 $0
Sue Roecker (Secretary) $0 $0 $0
Karen Roeber (Head Of School) $0 $49,197 $0
Syed Azhar (Director) $0 $0 $0
Glenn Chisholm (Director) $0 $0 $0
Rachel Flum (Director) $0 $0 $0
Jacquelyn Gubka (Director) $0 $0 $0
Courtney Nappa (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$246,801
Expenses
$237,125
Net Income
$9,676
Net Assets
$94,685
Notable Sources of Revenue Percent of Total Revenue
Contributions $13,564
5.5%
Program Services $232,534
94.2%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $703
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $46,140
19.5%
Professional Fundraising Fees $213
0.1%
Other Salaries and Wages $88,692
37.4%
Assets/Debt
Total Assets $97,015
Total Liabilities $2,330
Net Assets $94,685
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Paul Roeber (President & Interim Treasu) $0 $0 $0
Sue Roecker (Secretary) $0 $0 $0
Anita Srinivasan (Asst Treasurer) $0 $0 $0
Karen Roeber (Head Of School) $0 $45,500 $0
Jacquelyn Gubka (Director) $0 $0 $0
Rupali Potnis (Director) $0 $0 $0
Glenn Chisholm (Director) $0 $0 $0
Rose Potnis (Director) $0 $0 $0
Courtney Nappa (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$193,089
Expenses
$231,691
Net Income
-$38,602
Net Assets
$85,007
Notable Sources of Revenue Percent of Total Revenue
Contributions $9,486
4.9%
Program Services $183,201
94.9%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $402
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $42,940
18.5%
Professional Fundraising Fees $0
Other Salaries and Wages $89,098
38.5%
Assets/Debt
Total Assets $100,784
Total Liabilities $15,777
Net Assets $85,007
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Karen Roeber (Head Of School) $42,940 $0 $0
Paul Roeber (President & Interim Treasurer) $0 $0 $0
Sue Roecker (Secretary) $0 $0 $0
Anita Srinivasan (Asst Treasurer) $0 $0 $0
Jacquelyn Gubka (Director) $0 $0 $0
Rupali Potnis (Director) $0 $0 $0
Glenn Chisholm (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$275,378
Expenses
$246,076
Net Income
$29,302
Net Assets
$123,609
Notable Sources of Revenue Percent of Total Revenue
Contributions $11,111
4.0%
Program Services $263,521
95.7%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $746
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $41,654
16.9%
Professional Fundraising Fees $0
Other Salaries and Wages $112,032
45.5%
Assets/Debt
Total Assets $139,528
Total Liabilities $15,919
Net Assets $123,609
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Karen Roeber (School Director) $41,654 $0 $0
Paul Roeber (President) $0 $0 $0
Kate Luedtke (Treasurer) $0 $0 $0
Sue Roecker (Secretary) $0 $0 $0
Anita Srinivasan (Asst Treasurer) $0 $0 $0
Jacquelyn Gubka (Director) $0 $0 $0
Rupali Potnis (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$296,193
Expenses
$261,457
Net Income
$34,736
Net Assets
$94,307
Notable Sources of Revenue Percent of Total Revenue
Contributions $9,986
3.4%
Program Services $286,207
96.6%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $40,893
15.6%
Professional Fundraising Fees $0
Other Salaries and Wages $124,122
47.5%
Assets/Debt
Total Assets $110,322
Total Liabilities $16,015
Net Assets $94,307

Document Links

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$238,165
Expenses
$212,181
Net Income
$25,984
Net Assets
$59,572
Notable Sources of Revenue Percent of Total Revenue
Contributions $9,713
4.1%
Program Services $228,452
95.9%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $40,985
19.3%
Professional Fundraising Fees $0
Other Salaries and Wages $90,385
42.6%
Assets/Debt
Total Assets $86,054
Total Liabilities $26,482
Net Assets $59,572

Document Links

Fiscal Year Ending June
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$193,963
Expenses
$177,668
Net Income
$16,295
Net Assets
$33,591
Notable Sources of Revenue Percent of Total Revenue
Contributions $10,323
5.3%
Program Services $183,640
94.7%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $36,000
20.3%
Professional Fundraising Fees $0
Other Salaries and Wages $68,532
38.6%
Assets/Debt
Total Assets $65,526
Total Liabilities $31,935
Net Assets $33,591

Document Links

Fiscal Year Ending June
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »