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Sunstone 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 / Primary, Elementary Schools (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
$2.61M (2023)

Expenses
$2.29M (2023)

Total Assets
$3.57M (2023)

Total Liabilities
$408k (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
$2,614,776
Expenses
$2,285,863
Net Income
$328,913
Net Assets
$3,161,629
Notable Sources of Revenue Percent of Total Revenue
Contributions $68,847
2.6%
Program Services $2,476,582
94.7%
Investment Income $23,040
0.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $46,307
1.8%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $129,263
5.7%
Professional Fundraising Fees $0
Other Salaries and Wages $1,145,234
50.1%
Assets/Debt
Total Assets $3,569,267
Total Liabilities $407,638
Net Assets $3,161,629
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Cathy Elliott (Head Of School) $115,718 $0 $9,145
Wayne Centrone (President) $0 $0 $0
Angel Willard (Vice President) $0 $0 $0
Jonathan Anderson (Secretary) $0 $0 $0
William Patrick Magee (Treasurer) $0 $0 $0
Katy Rustvold (Trustee) $0 $0 $0
Lynn Rossing (Trustee) $0 $0 $0
Ashley Mcconnell Vanderjagt (Trustee) $0 $0 $0
Ian Cummings (Trustee) $0 $0 $0
Andy Wood (Trustee) $0 $0 $0
Kelley Sherbo (Trustee) $0 $0 $0
Ian Walsh (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,848,519
Expenses
$2,047,366
Net Income
$801,153
Net Assets
$2,848,198
Notable Sources of Revenue Percent of Total Revenue
Contributions $656,515
23.0%
Program Services $2,147,686
75.4%
Investment Income $12,119
0.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $32,199
1.1%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $131,745
6.4%
Professional Fundraising Fees $0
Other Salaries and Wages $1,069,340
52.2%
Assets/Debt
Total Assets $3,203,415
Total Liabilities $355,217
Net Assets $2,848,198
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Cathy Newman (Head Of School) $112,711 $0 $9,073
Patrick Cummings (President) $0 $0 $0
Wayne Centrone (Vice President) $0 $0 $0
Maggie Williams (Secretary) $0 $0 $0
Patrick Magee (Treasurer) $0 $0 $0
Terry Campos (Trustee) $0 $0 $0
Lynn Rossing (Trustee) $0 $0 $0
Angel Willard (Trustee) $0 $0 $0
Jonathan Anderson (Trustee) $0 $0 $0
Hilary Barrerios (Trustee) $0 $0 $0
Jesse Cox (Trustee) $0 $0 $0
Katy Rustvold (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,404,954
Expenses
$1,827,774
Net Income
$577,180
Net Assets
$2,073,234
Notable Sources of Revenue Percent of Total Revenue
Contributions $385,067
16.0%
Program Services $1,930,085
80.3%
Investment Income $15,313
0.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $61,607
2.6%
Sales of Assets $12,882
0.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $115,942
6.3%
Professional Fundraising Fees $0
Other Salaries and Wages $1,079,382
59.1%
Assets/Debt
Total Assets $2,690,595
Total Liabilities $617,361
Net Assets $2,073,234
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Cathy Newman (Head Of School) $108,210 $0 $0
Terry Campos (President) $0 $0 $0
Shawna Williams (Vice President) $0 $0 $0
Patrick Cummings (Secretary) $0 $0 $0
Hilary Barrerios (Treasurer) $0 $0 $0
John Rork (Trustee) $0 $0 $0
Wayne Centrone (Trustee) $0 $0 $0
Maggie Williams (Trustee) $0 $0 $0
Jonathan Anderson (Trustee) $0 $0 $0
Patrick Magee (Trustee) $0 $0 $0
Lynn Rossing (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,561,374
Expenses
$2,431,153
Net Income
$130,221
Net Assets
$1,488,576
Notable Sources of Revenue Percent of Total Revenue
Contributions $36,670
1.4%
Program Services $2,456,054
95.9%
Investment Income $19,943
0.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $48,707
1.9%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $115,942
4.8%
Professional Fundraising Fees $0
Other Salaries and Wages $1,277,912
52.6%
Assets/Debt
Total Assets $2,195,901
Total Liabilities $707,325
Net Assets $1,488,576
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Cathy Newman (Head Of School) $106,743 $0 $9,199
Terry Campos (President) $0 $0 $0
Shawna Williams (Vice President) $0 $0 $0
Patrick Cummings (Secretary) $0 $0 $0
Hilary Barrerios (Treasurer) $0 $0 $0
Jon Rork (Trustee) $0 $0 $0
Wayne Centrone (Trustee) $0 $0 $0
Maggie Williams (Trustee) $0 $0 $0
Jonathan Anderson (Trustee) $0 $0 $0
Patrick Magee (Trustee) $0 $0 $0
Lynn Rossing (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,481,295
Expenses
$2,348,914
Net Income
$132,381
Net Assets
$1,358,793
Notable Sources of Revenue Percent of Total Revenue
Contributions $39,756
1.6%
Program Services $2,355,823
94.9%
Investment Income $18,316
0.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $67,400
2.7%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $114,198
4.9%
Professional Fundraising Fees $0
Other Salaries and Wages $1,172,468
49.9%
Assets/Debt
Total Assets $1,714,054
Total Liabilities $355,261
Net Assets $1,358,793
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Cathy Newman (Head Of School) $97,841 $0 $9,091
Terry Campos (President) $0 $0 $0
Shawna Williams (Vice President) $0 $0 $0
Patrick Cummings (Secretary) $0 $0 $0
John Rork (Treasurer) $0 $0 $0
Wayne Centrone (Trustee) $0 $0 $0
Hilary Barreiros (Trustee) $0 $0 $0
Kraig Anderson (Trustee) $0 $0 $0
Maggie Williams (Trustee) $0 $0 $0
Jeff Wiles (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,503,967
Expenses
$2,310,509
Net Income
$193,458
Net Assets
$1,213,378
Notable Sources of Revenue Percent of Total Revenue
Contributions $67,758
2.7%
Program Services $2,394,694
95.6%
Investment Income $17,226
0.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $24,360
1.0%
Sales of Assets -$71
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $123,655
5.4%
Professional Fundraising Fees $0
Other Salaries and Wages $1,097,791
47.5%
Assets/Debt
Total Assets $1,556,339
Total Liabilities $342,961
Net Assets $1,213,378
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Cathy Newman (Head Of School) $102,000 $0 $9,058
Karen Bettencourt (Treasurer) $12,595 $0 $0
Kraig Anderson (President) $0 $0 $0
Terry Campos (Vice President) $0 $0 $0
Shawna Williams (Secretary) $0 $0 $0
Wayne Centrone (Trustee) $0 $0 $0
Patrick Cummings (Trustee) $0 $0 $0
Tricia Leahy (Trustee) $0 $0 $0
Jon Rork (Trustee) $0 $0 $0
Jeff Wiles (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,502,653
Expenses
$2,290,672
Net Income
$211,981
Net Assets
$1,034,165
Notable Sources of Revenue Percent of Total Revenue
Contributions $65,784
2.6%
Program Services $2,400,094
95.9%
Investment Income $15,517
0.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $21,769
0.9%
Sales of Assets -$511
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $111,056
4.8%
Professional Fundraising Fees $0
Other Salaries and Wages $1,125,229
49.1%
Assets/Debt
Total Assets $1,358,991
Total Liabilities $324,826
Net Assets $1,034,165
Other
Operated a school
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Cathy Newman (Head Of School) $87,733 $0 $24,570
Kraig Anderson (President) $0 $0 $0
Karen Bettencourt (Treasurer) $0 $0 $0
Kathy Brooks (Trustee) $0 $0 $0
Terry Campos (Trustee) $0 $0 $0
Jerry Elliott (Trustee) $0 $0 $0
Tricia Leahy (Trustee) $0 $0 $0
Susan Ong (Trustee) $0 $0 $0
Jon Rork (Trustee) $0 $0 $0
Lynn Rossing (Trustee) $0 $0 $0
Jeff Wiles (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,477,744
Expenses
$2,380,114
Net Income
$97,630
Net Assets
$821,956
Notable Sources of Revenue Percent of Total Revenue
Contributions $96,920
3.9%
Program Services $2,346,192
94.7%
Investment Income $9,426
0.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $25,441
1.0%
Sales of Assets -$235
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $110,970
4.7%
Professional Fundraising Fees $0
Other Salaries and Wages $1,150,075
48.3%
Assets/Debt
Total Assets $1,196,996
Total Liabilities $375,040
Net Assets $821,956
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Cathy Newman (Head Of School) $84,293 $0 $24,177
David Smith (President) $0 $0 $0
Kraig Anderson (Vice President) $0 $0 $0
Karen Bettencourt (Treasurer) $0 $0 $0
Jerry Elliot (Secretary) $0 $0 $0
Kathy Brooks (Trustee) $0 $0 $0
Kristen Connor (Trustee) $0 $0 $0
Susan Ong (Trustee) $0 $0 $0
Lynn Rossing (Trustee) $0 $0 $0
Jeff Wiles (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,440,397
Expenses
$2,329,456
Net Income
$110,941
Net Assets
$720,352
Notable Sources of Revenue Percent of Total Revenue
Contributions $94,995
3.9%
Program Services $2,326,707
95.3%
Investment Income $2,412
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $16,466
0.7%
Sales of Assets -$183
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $108,274
4.6%
Professional Fundraising Fees $0
Other Salaries and Wages $1,137,325
48.8%
Assets/Debt
Total Assets $1,120,892
Total Liabilities $400,540
Net Assets $720,352
Other
Operated a school
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Cathy Newman (Head Of School) $76,499 $0 $8,775
David Smith (President) $0 $0 $0
Jerry Elliott (Secretary) $0 $0 $0
Karen Bettencourt (Treasurer) $0 $0 $0
David Allen (Trustee) $0 $0 $0
Kraig Anderson (Trustee) $0 $0 $0
Kathy Brooks (Trustee) $0 $0 $0
Kristen Connor (Trustee) $0 $0 $0
Ted Hillison (Trustee) $0 $0 $0
Sean Murphy (Trustee) $0 $0 $0
Susan Ong (Trustee) $0 $0 $0
Lynn Rossing (Trustee) $0 $0 $0
Jeff Wiles (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,172,938
Expenses
$2,011,592
Net Income
$161,346
Net Assets
$609,411
Notable Sources of Revenue Percent of Total Revenue
Contributions $172,358
7.9%
Program Services $1,967,613
90.6%
Investment Income $2,029
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $30,938
1.4%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $90,229
4.5%
Professional Fundraising Fees $0
Other Salaries and Wages $963,531
47.9%
Assets/Debt
Total Assets $1,064,390
Total Liabilities $454,979
Net Assets $609,411
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Cathy Newman (Head Of School) $65,773 $0 $8,043
David Smith (President) $0 $0 $0
Susan Gillespie (Vice President) $0 $0 $0
Jerry Elliott (Secretary) $0 $0 $0
Karen Bettencourt (Treasurer) $0 $0 $0
Jeff Wiles (Trustee) $0 $0 $0
Kristen Connor (Trustee) $0 $0 $0
Sheree Arntson (Trustee) $0 $0 $0
Sean Murphy (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,841,908
Expenses
$1,783,676
Net Income
$58,232
Net Assets
$448,065
Notable Sources of Revenue Percent of Total Revenue
Contributions $103,880
5.6%
Program Services $1,711,941
92.9%
Investment Income $2,258
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $23,829
1.3%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $75,768
4.2%
Professional Fundraising Fees $0
Other Salaries and Wages $808,287
45.3%
Assets/Debt
Total Assets $816,138
Total Liabilities $368,073
Net Assets $448,065

Document Links

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,234,898
Expenses
$1,230,033
Net Income
$4,865
Net Assets
$389,833
Notable Sources of Revenue Percent of Total Revenue
Contributions $42,454
3.4%
Program Services $1,174,983
95.1%
Investment Income $1,090
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $16,371
1.3%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $81,433
6.6%
Professional Fundraising Fees $0
Other Salaries and Wages $599,158
48.7%
Assets/Debt
Total Assets $609,009
Total Liabilities $219,176
Net Assets $389,833

Document Links

Fiscal Year Ending June
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$634,409
Expenses
$633,526
Net Income
$883
Net Assets
$323,970
Notable Sources of Revenue Percent of Total Revenue
Contributions $12,253
1.9%
Program Services $603,167
95.1%
Investment Income $788
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $18,201
2.9%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $39,865
6.3%
Professional Fundraising Fees $0
Other Salaries and Wages $314,063
49.6%
Assets/Debt
Total Assets $488,604
Total Liabilities $164,634
Net Assets $323,970

Document Links

Fiscal Year Ending Dec.
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 Dec.
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 Dec.
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 Dec.
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 Dec.
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 Dec.
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 Dec.
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 Dec.
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 Dec.
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 Dec.
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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