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Summersun Montessori

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: Human Services — Multipurpose and Other / Child Day Care (NTEE)

Donations to this organization are tax deductible.

Details

According to its May 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
$503k (2023)

Expenses
$526k (2023)

Total Assets
$387k (2023)

Total Liabilities
$36.2k (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 May
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$502,514
Expenses
$525,732
Net Income
-$23,218
Net Assets
$350,651
Notable Sources of Revenue Percent of Total Revenue
Contributions $30,350
6.0%
Program Services $450,677
89.7%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $18,028
3.6%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $3,459
0.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $384,603
73.2%
Assets/Debt
Total Assets $386,821
Total Liabilities $36,170
Net Assets $350,651
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Janice Hunt (Director) $98,533 $0 $0
Joe Lindquist (President) $0 $0 $0
Steve Padgett (Treasurer) $0 $0 $0
Mari Doerner (Volunteer Coordinator) $0 $0 $0
Sarah Levy (Member) $0 $0 $0
Sarah Strauss (Member) $0 $0 $0
Courtney Devries (Member) $0 $0 $0

Document Links

Fiscal Year Ending May
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$535,087
Expenses
$480,557
Net Income
$54,530
Net Assets
$373,869
Notable Sources of Revenue Percent of Total Revenue
Contributions $103,386
19.3%
Program Services $412,882
77.2%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $16,758
3.1%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $2,061
0.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $351,876
73.2%
Assets/Debt
Total Assets $396,795
Total Liabilities $22,926
Net Assets $373,869
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Janice Hunt (Director) $98,547 $0 $0
Joe Lindquist (President) $0 $0 $0
Steve Padgett (Treasurer) $0 $0 $0
Mari Doerner (Volunteer Coordinator) $0 $0 $0
Sarah Levy (Member) $0 $0 $0
Sarah Strauss (Member) $0 $0 $0
Courtney Devries (Member) $0 $0 $0

Document Links

Fiscal Year Ending May
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$488,399
Expenses
$468,085
Net Income
$20,314
Net Assets
$319,339
Notable Sources of Revenue Percent of Total Revenue
Contributions $85,558
17.5%
Program Services $387,265
79.3%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $13,410
2.7%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $2,166
0.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $333,487
71.2%
Assets/Debt
Total Assets $333,601
Total Liabilities $14,262
Net Assets $319,339
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Joe Lindquist (President) $0 $0 $0
Steve Padgett (Treasurer) $0 $0 $0
Kendra Dobbs (Foundraiser Coordinator) $0 $0 $0
Gwen Bolin (Member) $0 $0 $0
Bethany Kelley (Member) $0 $0 $0
Mari Doerner (Volunteer Coordinator) $0 $0 $0
Sarah Levy (Member) $0 $0 $0

Document Links

Fiscal Year Ending May
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$393,117
Expenses
$415,883
Net Income
-$22,766
Net Assets
$299,025
Notable Sources of Revenue Percent of Total Revenue
Contributions $39,979
10.2%
Program Services $331,744
84.4%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $12,505
3.2%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $8,889
2.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $299,442
72.0%
Assets/Debt
Total Assets $311,934
Total Liabilities $12,909
Net Assets $299,025

Document Links

Fiscal Year Ending May
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$396,731
Expenses
$429,859
Net Income
-$33,128
Net Assets
$321,800
Notable Sources of Revenue Percent of Total Revenue
Contributions $15,790
4.0%
Program Services $356,734
89.9%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $14,925
3.8%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $9,282
2.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $286,211
66.6%
Assets/Debt
Total Assets $333,775
Total Liabilities $11,975
Net Assets $321,800

Document Links

Fiscal Year Ending May
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$380,004
Expenses
$367,190
Net Income
$12,814
Net Assets
$354,928
Notable Sources of Revenue Percent of Total Revenue
Contributions $19,941
5.2%
Program Services $330,182
86.9%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $18,105
4.8%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $11,776
3.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $239,862
65.3%
Assets/Debt
Total Assets $365,245
Total Liabilities $10,317
Net Assets $354,928

Document Links

Fiscal Year Ending May
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$340,751
Expenses
$318,798
Net Income
$21,953
Net Assets
$342,114
Notable Sources of Revenue Percent of Total Revenue
Contributions $13,162
3.9%
Program Services $310,997
91.3%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $16,592
4.9%
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 $217,163
68.1%
Assets/Debt
Total Assets $351,004
Total Liabilities $8,890
Net Assets $342,114
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Jill Shipman (President) $0 $0 $0
Adam Regan (Director) $0 $0 $0
Elizabeth Crenna (Director) $0 $0 $0
Steve Padgett (Treasurer) $0 $0 $0
Justyne Riehl (Director) $0 $0 $0
Katie Aldrich (Secretary) $0 $0 $0
Adrenne Chartang (Director) $0 $0 $0

Document Links

Fiscal Year Ending May
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$321,231
Expenses
$306,660
Net Income
$14,571
Net Assets
$320,161
Notable Sources of Revenue Percent of Total Revenue
Contributions $8,470
2.6%
Program Services $293,215
91.3%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $15,310
4.8%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $4,236
1.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $197,293
64.3%
Assets/Debt
Total Assets $329,976
Total Liabilities $9,815
Net Assets $320,161
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Jill Shipman (President) $0 $0 $0
Adam Regan (Director) $0 $0 $0
Elizabeth Crenna (Director) $0 $0 $0
Steve Padgett (Treasurer) $0 $0 $0
Justyne Riehl (Director) $0 $0 $0
Katie Aldrich (Secretary) $0 $0 $0
Adnenne Chartang (Director) $0 $0 $0

Document Links

Fiscal Year Ending May
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$310,496
Expenses
$293,818
Net Income
$16,678
Net Assets
$305,590
Notable Sources of Revenue Percent of Total Revenue
Contributions $12,385
4.0%
Program Services $271,431
87.4%
Investment Income $11
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $16,966
5.5%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $9,703
3.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $191,389
65.1%
Assets/Debt
Total Assets $312,594
Total Liabilities $7,004
Net Assets $305,590
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Koreena Haynes (President) $0 $0 $0
Meggan Dempsey (Director) $0 $0 $0
Travis Houlihan (Director) $0 $0 $0
Julie Hunter (Vice Preside) $0 $0 $0
Steve Padgett (Treasurer) $0 $0 $0
Summer Houilhan (Director) $0 $0 $0
Laura Toreth (Secretary) $0 $0 $0
Heidi Hagen (Director) $0 $0 $0
Courtney Janicki (Director) $0 $0 $0

Document Links

Fiscal Year Ending May
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$285,426
Expenses
$296,562
Net Income
-$11,136
Net Assets
$292,677
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $261,282
91.5%
Investment Income $930
0.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $22,341
7.8%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $873
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $181,194
61.1%
Assets/Debt
Total Assets $301,077
Total Liabilities $8,400
Net Assets $292,677
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Koreena Haynes (Secretary) $0 $0 $0
Meggan Dempsey (Director) $0 $0 $0
Travis Houlihan (Director) $0 $0 $0
Laura Nichols (Director) $0 $0 $0
Steve Padgett (Treasurer) $0 $0 $0
Emily Stewart (President) $0 $0 $0
Laura Toreth (Director) $0 $0 $0

Document Links

Fiscal Year Ending May
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$279,223
Expenses
$284,851
Net Income
-$5,628
Net Assets
$299,558
Notable Sources of Revenue Percent of Total Revenue
Contributions $7,927
2.8%
Program Services $254,653
91.2%
Investment Income $47
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $10,498
3.8%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $6,098
2.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $185,682
65.2%
Assets/Debt
Total Assets $312,838
Total Liabilities $13,280
Net Assets $299,558

Document Links

Fiscal Year Ending May
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$262,791
Expenses
$295,007
Net Income
-$32,216
Net Assets
$305,186
Notable Sources of Revenue Percent of Total Revenue
Contributions $7,716
2.9%
Program Services $241,724
92.0%
Investment Income $71
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $13,450
5.1%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue -$170
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $187,955
63.7%
Assets/Debt
Total Assets $314,137
Total Liabilities $8,951
Net Assets $305,186

Document Links

Fiscal Year Ending May
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$264,700
Expenses
$270,490
Net Income
-$5,790
Net Assets
$337,402
Notable Sources of Revenue Percent of Total Revenue
Contributions $5,231
2.0%
Program Services $243,615
92.0%
Investment Income $21
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $15,995
6.0%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue -$162
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $167,582
62.0%
Assets/Debt
Total Assets $344,426
Total Liabilities $7,024
Net Assets $337,402

Document Links

Fiscal Year Ending May
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 May
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 May
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 May
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 May
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 May
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 May
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 May
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 May
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 May
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

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