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Sun Grove 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.

Donations to this organization are tax deductible.

Details

According to its July 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
$2.06M (2023)

Expenses
$1.94M (2023)

Total Assets
$1.2M (2023)

Total Liabilities
$289k (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 July
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,059,276
Expenses
$1,940,214
Net Income
$119,062
Net Assets
$905,941
Notable Sources of Revenue Percent of Total Revenue
Contributions $221,437
10.8%
Program Services $1,837,839
89.2%
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 $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,195,329
Total Liabilities $289,388
Net Assets $905,941
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Jamie Duplantis (President) $0 $0 $0
Kathleen Keogh (Vice President) $0 $0 $0
Jennifer Bartow (Secretary) $0 $0 $0
Christine Winter (Treasurer) $0 $0 $0
Justin Knowles (Director) $0 $0 $0
Lisa Floyd (Director) $0 $0 $0
Jose Sarasola (Director) $0 $0 $0
Marvin Hobson (Director) $0 $0 $0
Brian Trappy (Director) $0 $0 $0
Angelina Acevedo (Director) $0 $0 $0

Document Links

Fiscal Year Ending July
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,742,689
Expenses
$1,562,416
Net Income
$180,273
Net Assets
$786,879
Notable Sources of Revenue Percent of Total Revenue
Contributions $161,606
9.3%
Program Services $1,581,083
90.7%
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 $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,379,131
Total Liabilities $592,252
Net Assets $786,879
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
James Duplantis (President) $0 $0 $0
Kathleen Keogh (Vice President) $0 $0 $0
Jennifer Bartow (Secretary) $0 $0 $0
Cristine Winter (Treasurer) $0 $0 $0
Justin Knowles (Director) $0 $0 $0
Lisa Floyd (Director) $0 $0 $0
Jose Sarasola (Director) $0 $0 $0
Marvin Hobson (Director) $0 $0 $0
Brian Trappy (Director) $0 $0 $0
Angelina Acevedo (Director) $0 $0 $0

Document Links

Fiscal Year Ending July
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,555,682
Expenses
$1,456,170
Net Income
$99,512
Net Assets
$606,606
Notable Sources of Revenue Percent of Total Revenue
Contributions $55,907
3.6%
Program Services $1,330,466
85.5%
Investment Income $156
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $30,420
2.0%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $138,733
8.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $936,555
64.3%
Assets/Debt
Total Assets $1,259,287
Total Liabilities $652,681
Net Assets $606,606
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Jamie Duplantis (President) $0 $0 $0
Heather Tubito (Vice President) $0 $0 $0
Heather Merson (Secretary) $0 $0 $0
Andrew Dore (Treasurer) $0 $0 $0
Justin Knowles (Director) $0 $0 $0
Kathleen Keogh (Director) $0 $0 $0
Jose Sarasola (Director) $0 $0 $0
Jennifer Bartow (Director) $0 $0 $0
Lisa Floyd (Director) $0 $0 $0
Angelina Acevedo (Director) $0 $0 $0

Document Links

Fiscal Year Ending July
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,296,784
Expenses
$1,328,872
Net Income
-$32,088
Net Assets
$507,094
Notable Sources of Revenue Percent of Total Revenue
Contributions $45,378
3.5%
Program Services $1,243,479
95.9%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $7,927
0.6%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $931,391
70.1%
Assets/Debt
Total Assets $1,122,966
Total Liabilities $615,872
Net Assets $507,094
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Melissa Smith (President) $0 $0 $0
Brandon Nobile (Vice President) $0 $0 $0
Heather Tubito (Secretary) $0 $0 $0
Kevin Cojanu (Treasurer) $0 $0 $0
Justin Knowles (Director) $0 $0 $0
Jamie Duplantis (Director) $0 $0 $0
Kathleen Keough (Director) $0 $0 $0
Will Riddle (Director) $0 $0 $0
Heather Merson (Director) $0 $0 $0

Document Links

Fiscal Year Ending July
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,305,536
Expenses
$1,091,322
Net Income
$214,214
Net Assets
$539,039
Notable Sources of Revenue Percent of Total Revenue
Contributions $12,810
1.0%
Program Services $1,274,698
97.6%
Investment Income $83
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $17,945
1.4%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $763,712
70.0%
Assets/Debt
Total Assets $976,074
Total Liabilities $437,035
Net Assets $539,039
Compensation
Key Employees and Officers Compensation Related Other
Melissa Smith (President) $0 $0 $0
Brandon Nobile (Vice President) $0 $0 $0
Heather Tobito (Secretary) $0 $0 $0
Kevin Cojanu (Treasurer) $0 $0 $0
Danny Kinser (Director) $0 $0 $0
Justin Knowles (Director) $0 $0 $0
Heather Merson (Director) $0 $0 $0
Kathleen Keogh (Director) $0 $0 $0
Staci Storms (Director) $0 $0 $0
Will Riddle (Director) $0 $0 $0

Document Links

Fiscal Year Ending July
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,090,631
Expenses
$946,639
Net Income
$143,992
Net Assets
$329,268
Notable Sources of Revenue Percent of Total Revenue
Contributions $19,945
1.8%
Program Services $1,045,257
95.8%
Investment Income $192
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $25,237
2.3%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $667,336
70.5%
Assets/Debt
Total Assets $793,654
Total Liabilities $464,386
Net Assets $329,268
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Melissa Smith (President) $0 $0 $0
Brandon Nobile (Vice President) $0 $0 $0
Heather Tobito (Secretary) $0 $0 $0
Kevin Cojanu (Treasurer) $0 $0 $0
Danny Kinser (Director) $0 $0 $0
Justin Knowles (Director) $0 $0 $0
Heather Merson (Director) $0 $0 $0
Kathleen Keogh (Director) $0 $0 $0
Staci Storms (Director) $0 $0 $0

Document Links

Fiscal Year Ending July
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,165,310
Expenses
$1,066,441
Net Income
$98,869
Net Assets
$185,276
Notable Sources of Revenue Percent of Total Revenue
Contributions $35,129
3.0%
Program Services $1,086,010
93.2%
Investment Income $165
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $44,006
3.8%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $751,745
70.5%
Assets/Debt
Total Assets $671,971
Total Liabilities $486,695
Net Assets $185,276
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Kara Wood (President) $0 $0 $0
Michelle Sarasola (Vice President) $0 $0 $0
Ashley Buss (Secretary) $0 $0 $0
Melissa Smith (Treasurer) $0 $0 $0
Kevin Cojanu (Director) $0 $0 $0
Lissette Dokoupil (Director) $0 $0 $0
Johane Jennings (Director) $0 $0 $0
Nicolas Ewen (Director) $0 $0 $0
Bill Casey (Director) $0 $0 $0
Heather Tubito (Director) $0 $0 $0

Document Links

Fiscal Year Ending July
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,077,877
Expenses
$1,113,840
Net Income
-$35,963
Net Assets
$86,408
Notable Sources of Revenue Percent of Total Revenue
Contributions $26,789
2.5%
Program Services $1,023,616
95.0%
Investment Income $36
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $27,436
2.5%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $764,460
68.6%
Assets/Debt
Total Assets $621,631
Total Liabilities $535,223
Net Assets $86,408
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Lisette Dokoupil (President) $0 $0 $0
Kara Wood (Vice President) $0 $0 $0
Heather Mc Collom (Secretary) $0 $0 $0
Christina Mc Kenzie (Treasurer) $0 $0 $0
Kevin Cojanu (Director) $0 $0 $0
Liz Osceola (Director) $0 $0 $0
Michelle Sarasola (Director) $0 $0 $0
Johanne Jennings (Director) $0 $0 $0
Bruce Fraser (Director) $0 $0 $0

Document Links

Fiscal Year Ending July
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,027,470
Expenses
$1,075,984
Net Income
-$48,514
Net Assets
$122,371
Notable Sources of Revenue Percent of Total Revenue
Contributions $12,350
1.2%
Program Services $987,044
96.1%
Investment Income $26
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $28,050
2.7%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $730,426
67.9%
Assets/Debt
Total Assets $660,527
Total Liabilities $538,156
Net Assets $122,371
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Kamini Talati (President) $0 $0 $0
Lissette Dokoupil (Vice President) $0 $0 $0
Kara Wood (Secretary) $0 $0 $0
Johane Jennings (Treasurer) $0 $0 $0
Kevin Cojanu (Director) $0 $0 $0
Liz Osceola (Director) $0 $0 $0
Michelle Sarasola (Director) $0 $0 $0
Heather Mc Collom (Director) $0 $0 $0
Bruce Fraser (Director) $0 $0 $0

Document Links

Fiscal Year Ending July
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,029,101
Expenses
$1,026,984
Net Income
$2,117
Net Assets
$170,231
Notable Sources of Revenue Percent of Total Revenue
Contributions $6,064
0.6%
Program Services $995,109
96.7%
Investment Income $99
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $27,829
2.7%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $691,012
67.3%
Assets/Debt
Total Assets $720,559
Total Liabilities $550,328
Net Assets $170,231
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Kamini Talati (President) $0 $0 $0
Lissette Dokoupil (Vice President) $0 $0 $0
Kara Wood (Secretary) $0 $0 $0
Staci Storms (Treasurer) $0 $0 $0
Kevin Cojanu (Director) $0 $0 $0
Johane Jennings (Director) $0 $0 $0
Liz Osceola (Director) $0 $0 $0
Michelle Sarasola (Director) $0 $0 $0
Heather Mc Collom (Director) $0 $0 $0
Donna Wallerstein (Director) $0 $0 $0

Document Links

Fiscal Year Ending July
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,040,112
Expenses
$1,085,894
Net Income
-$45,782
Net Assets
$168,114
Notable Sources of Revenue Percent of Total Revenue
Contributions $20,582
2.0%
Program Services $1,005,129
96.6%
Investment Income $127
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $14,274
1.4%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $713,722
65.7%
Assets/Debt
Total Assets $741,575
Total Liabilities $573,461
Net Assets $168,114

Document Links

Fiscal Year Ending July
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$864,843
Expenses
$1,032,110
Net Income
-$167,267
Net Assets
$214,433
Notable Sources of Revenue Percent of Total Revenue
Contributions $21,964
2.5%
Program Services $829,433
95.9%
Investment Income $189
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $13,257
1.5%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $669,440
64.9%
Assets/Debt
Total Assets $806,894
Total Liabilities $592,461
Net Assets $214,433

Document Links

Fiscal Year Ending Aug.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,129,789
Expenses
$1,128,520
Net Income
$1,269
Net Assets
$381,700
Notable Sources of Revenue Percent of Total Revenue
Contributions $24,450
2.2%
Program Services $1,087,872
96.3%
Investment Income $259
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $17,208
1.5%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $753,117
66.7%
Assets/Debt
Total Assets $963,919
Total Liabilities $582,219
Net Assets $381,700

Document Links

Fiscal Year Ending Aug.
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 Aug.
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 Aug.
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 Aug.
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 Aug.
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 Aug.
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

Fiscal Year Ending Aug.
2004

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 Aug.
2003

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 Aug.
2002

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 Aug.
2001

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.

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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 »

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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.
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