Nonprofit · EIN 68-0352899
FRIENDS OF SUNRISE MONTESSORI INCORPORATED
Tax-exempt · NAPA, CA 94558
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $157,384 | $162,863 | -$5,479 | $244,327 | $0 | $244,327 |
| June 30, 2024 | 990-EZ | $68,428 | $114,430 | -$46,002 | $249,806 | $0 | $249,806 |
| June 30, 2023 | 990-EZ | $102,360 | $96,129 | $6,231 | $295,809 | $0 | $295,809 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $73,249
- Net income from fundraising events
- $84,076
- Other revenue
- $59
Expenses
- Grants and similar amounts paid
- $84,865
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $8,027
- Occupancy
- $5,043
- Other expenses
- $64,928
- Program services (functional)
- $137,102
Balance sheet and other
- Total assets, start of year
- $249,806
- Total assets, end of year
- $244,327
- Total liabilities, end of year
- $0
- Net assets, end of year
- $244,327
- Cash, savings and investments
- $146,958
- Land and buildings
- $97,369
- Gross receipts
- $185,741
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-EZ for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DIANA HARTFORD | MEMBER | 2 | $0 |
| JOHANNA MECKEL | MEMBER | 2 | $0 |
| MARTHA JAUREGUI | MEMBER | 2 | $0 |
| IAN BERGMAN | MEMBER | 2 | $0 |
| ERICA ARONSON | MEMBER | 2 | $0 |
| MARINA STIEFVATER | MEMBER | 2 | $0 |
| KIRSTEN SHINNAMON | TREASURER | 3 | $0 |
| WENDI GREEN | SECRETARY | 3 | $0 |
| MEGAN BOLTER | PRESIDENT | 3 | $0 |
990-EZ for the year ended June 30, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DIANA HARTFORD | MEMBER | 2 | $0 |
| MARINA STIEFVATER | MEMBER | 2 | $0 |
| LENIS OGASAWARA | MEMBER | 2 | $0 |
| KIRSTEN SHINNAMON BAKER | MEMBER | 2 | $0 |
| LIZETTE JAEGER BELL | MEMBER | 2 | $0 |
| GREG RUSSELL | TREASURER | 3 | $0 |
| ERIN BOWMAN | SECRETARY | 3 | $0 |
| MEGAN BOLTER | PRESIDENT | 3 | $0 |
990-EZ for the year ended June 30, 2023: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DIANA HARTFORD | MEMBER | 2 | $0 |
| MARIN STIEFVATER | MEMBER | 2 | $0 |
| LIZ RUSSELL | MEMBER | 2 | $0 |
| JASON KEEVER | MEMBER | 2 | $0 |
| PERRY TEAFF | MEMBER | 2 | $0 |
| KIRSTEN SHINNAMON BAKER | MEMBER | 2 | $0 |
| KARA SCOGGINS | PRESIDENT | 4 | $0 |
| MARI MOUGHAN | SECRETARY | 3 | $0 |
| MEGAN BOLTER | TREASURER | 3 | $0 |
Address and contacts
- Address (IRS master file)
- 1226 SALVADOR AVE, NAPA, CA 94558-1817
- In care of
- % SHELLY TODD TREASURER
- Signed the 990-EZ
- MARINA STIEFVATER, PRESIDENT
- Phone
- (707) 529-8153
- Return prepared by
- G & J SEIBERLICH & CO LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 68-0352899 or by the name FRIENDS OF SUNRISE MONTESSORI INCORPORATED.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
THE MISSION OF FRIENDS OF SUNRISE MONTESSORI IS TO ENHANCE EDUCATION THROUGH COMMUNITY BUILDING.
Program accomplishments
- PROVIDES CLASSROOM SUPPLIES AND EQUIPMENT SUCH AS BOOKS, ART SUPPLIES, PLAYGROUND EQUIPMENT, MUSICAL INSTRUMENTS ALONG WITH SUPPORT OF CLASSROOM EVENTS.Expenses $16,617
- PROVIDES TUITION ASSISTANCE GRANTS TO QUALIFIED RECIPIENTS ENROLLED IN SUNRISE MONTESSORI.Expenses $81,865 · grants $81,865
- PROVIDES FINE ARTS AND MUSIC PROGRAMS FOR THE CLASSROOMS. THESE ARE INTENDED TOP SUPPLEMENT EXISTING SUNRISE MONTESSORI CURRICULUM.Expenses $38,620
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-EZ on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 68-0352899
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1995
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B90)
- Assets (IRS master file)
- $244,327
- Income (IRS master file)
- $185,741
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $157,384 | $162,863 | $244,327 | XML |
| 990-EZ | June 2024 | $68,428 | $114,430 | $249,806 | XML |
| 990-EZ | June 2023 | $102,360 | $96,129 | $295,809 | XML |
| 990 | June 2022 | $226,639 | $198,552 | $289,578 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-EZ | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 68-0352899).
Questions about FRIENDS OF SUNRISE MONTESSORI INCORPORATED
- What is the EIN of FRIENDS OF SUNRISE MONTESSORI INCORPORATED?
- The employer identification number (EIN) of FRIENDS OF SUNRISE MONTESSORI INCORPORATED is 68-0352899.
- Is FRIENDS OF SUNRISE MONTESSORI INCORPORATED tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
- Are donations to FRIENDS OF SUNRISE MONTESSORI INCORPORATED tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does FRIENDS OF SUNRISE MONTESSORI INCORPORATED file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of FRIENDS OF SUNRISE MONTESSORI INCORPORATED due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did FRIENDS OF SUNRISE MONTESSORI INCORPORATED last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended June 2025.
- Who are the officers and directors of FRIENDS OF SUNRISE MONTESSORI INCORPORATED?
- The 990-EZ for the year ended June 30, 2025 lists 9 people; 0 received compensation from the organization.
- How much revenue does FRIENDS OF SUNRISE MONTESSORI INCORPORATED have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $157,384, expenses of $162,863 and total assets of $244,327 at year end.
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