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Nonprofit · EIN 13-3800725

SUNBRIDGE INSTITUTE INC

Tax-exempt · CHESTNUT RDG, NY 10977

Financials

$1.1M$1M2022$996K$1M2023$1.2M$1.1M2024$886K$1M2025
Revenue Expenses · by fiscal year end
Financials of SUNBRIDGE INSTITUTE INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
April 30, 2026990$886,254$1,006,463-$120,209$3,057,791$2,823,366$234,425
April 30, 2025990$1,211,371$1,058,185$153,186$3,177,644$2,823,010$354,634
April 30, 2024990$996,400$1,021,955-$25,555$2,979,226$2,777,778$201,448
May 31, 2023990$1,064,455$1,034,647$29,808$3,114,673$2,887,670$227,003
Financial details: 990 for the year ended April 30, 2026

Revenue

Contributions, gifts and grants
$158,379
Program service revenue
$691,525
Investment income
$858
Net rental income
$31,844
Other revenue
$35,492

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$151,447
Other salaries and wages
$487,394
Salaries, compensation and benefits (total)
$713,535
Professional fundraising fees
$0
Accounting fees
$11,323
Occupancy
$42,765
Travel
$27,664
Depreciation
$42,270
Program services (functional)
$614,416
Management and general (functional)
$337,406
Fundraising (functional)
$54,641

Balance sheet and other

Total assets, start of year
$3,177,644
Total assets, end of year
$3,057,791
Total liabilities, end of year
$2,823,366
Net assets, end of year
$234,425
Land, buildings and equipment
$122,576
Publicly traded securities
$52,080
Net assets without donor restrictions
$222,525
Net assets with donor restrictions
$11,900
Gross receipts
$886,254
Employees
58
State of legal domicile
NY

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 for the year ended April 30, 2026, highest compensation first.

NameTitleHours / weekCompensation
JESSICA ZIEGLERExecutive Dir.
Trustee or director
30$77,670
IVY GREENSTEINSecretary
Trustee or director
1$73,638
KEELAH HELWIGVice President
Trustee or director, Officer
10$2,400
WINNIE STERNTrustee
Trustee or director
1$140
CHRIS SARGENTEPresident
Trustee or director, Officer
3$0
SUSAN BRAUNTreasurer
Trustee or director, Officer
1$0
JASON CHILDTrustee
Trustee or director
1$0
LINDA WILLIAMSTrustee
Trustee or director
1$0
KELLY CHURCHTrustee
Trustee or director
1$0
NABILA HALANITrustee
Trustee or director
1$0
JODY SPANGLETTrustee
Trustee or director
1$0
990 for the year ended April 30, 2025: 12 people
NameTitleHours / weekCompensation
JESSICA ZIEGLERExecutive Dir.
Trustee or director
30$71,511
IVY GREENSTEINSecretary
Trustee or director
1$69,543
WINNIE STERNTrustee
Trustee or director
1$12,891
LISA MICCIOSecretary
Trustee or director
1$6,100
CHRIS SARGENTEPresident
Trustee or director, Officer
3$0
SUSAN BRAUNTreasurer
Trustee or director, Officer
1$0
JASON CHILDTrustee
Trustee or director
1$0
LINDA WILLIAMSTrustee
Trustee or director
1$0
KELLY CHURCHTrustee
Trustee or director
1$0
KEELAH HELWIGVice President
Trustee or director, Officer
1$0
NABILA HALANITrustee
Trustee or director
1$0
JODY SPANGLETTrustee
Trustee or director
1$0
990 for the year ended April 30, 2024: 9 people
NameTitleHours / weekCompensation
JESSICA ZIEGLERExecutive Dir.
Trustee or director
30$70,242
WINNIE STERNTrustee
Trustee or director
1$31,143
LISA MICCIOSecretary
Trustee or director
1$6,038
CHRIS SARGENTEPresident
Trustee or director, Officer
3$0
SUSAN BRAUNTreasurer
Trustee or director, Officer
1$0
JASON CHILDTrustee
Trustee or director
1$0
LINDA WILLIAMSTrustee
Trustee or director
1$0
KELLY CHURCHTrustee
Trustee or director
1$0
KEELAH HELWIGVice President
Trustee or director, Officer
1$0
990 for the year ended May 31, 2023: 8 people
NameTitleHours / weekCompensation
JESSICA ZIEGLERExecutive Dir.
Trustee or director
30$72,410
WINNIE STERNTrustee
Trustee or director
1$26,897
STEVE SAGARINTrustee
Trustee or director
1$22,591
LISA MICCIOSecretary
Trustee or director
1$6,194
BERNARD WEINTRAUBPresident
Trustee or director, Officer
3$0
SUSAN BRAUNTreasurer
Trustee or director, Officer
1$0
LINDA WILLIAMSTrustee
Trustee or director
1$0
KEELAH HELWIGVice President
Trustee or director, Officer
1$0

Address and contacts

Address (IRS master file)
285 HUNGRY HOLLOW RD, CHESTNUT RDG, NY 10977-6329
Signed the 990
JESSICA ZIEGLER, Executive Director
Phone
(845) 425-0055
Return prepared by
BERARD & ASSOCIATES CPAS PC

Mission

INSTITUTE FOR WALDORF TEACHER EDUCATION FOR ADULTS

990 for the year ended April 30, 2026

Program accomplishments

  • INSTRUCTIONAL - THE ORGANIZATION'S CENTRAL MISSION IS TO PROVIDE TRAINING FOR PROSPECTIVE WALDORF HIGH SCHOOL, ELEMENTARY AND EARLY CHILDHOOD TEACHERS, AS WELL AS PROVIDING CONFERENCES, WORKSHOPS, AND PROFESSIONAL DEVELOPMENT COURSES THROUGHOUT THE YEAR.
    Expenses $614,416
  • LIBRARY - THE INSTITUTE HAS A 2,000 VOLUME LIBRARY LOCATED ON THE SECOND FLOOR OF THE THREEFOLD AUDITORIUM. THE LIBRARY SERVES SUNBRIDGE INSTITUTE STUDENTS.

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 April, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025April 30, 2026September 15, 2026990 on file
2024April 30, 2025September 15, 2025990 on file
2023April 30, 2024September 16, 2024990 on file

IRS record

EIN
13-3800725
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
School
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1995
Accounting year ends
April
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B43Z)
Assets (IRS master file)
$3,057,791
Income (IRS master file)
$886,254

Filing history

FormYear endedRevenueExpensesAssetsReturn
990April 2026$886,254$1,006,463$3,057,791XML
990April 2025$1,211,371$1,058,185$3,177,644XML
990April 2024$996,400$1,021,955$2,979,226XML
990May 2023$1,064,455$1,034,647$3,114,673XML
990May 2022$768,136$914,807$486,552IRS
990May 2021–––IRS
990May 2020–––IRS
990May 2019–––IRS
990May 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 13-3800725).

Questions about SUNBRIDGE INSTITUTE INC

What is the EIN of SUNBRIDGE INSTITUTE INC?
The employer identification number (EIN) of SUNBRIDGE INSTITUTE INC is 13-3800725.
Is SUNBRIDGE INSTITUTE INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
Are donations to SUNBRIDGE INSTITUTE INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does SUNBRIDGE INSTITUTE INC 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 SUNBRIDGE INSTITUTE INC due?
The return for tax year 2026 (the year ending April 30, 2027) is due September 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did SUNBRIDGE INSTITUTE INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended April 2026.
Who are the officers and directors of SUNBRIDGE INSTITUTE INC?
The 990 for the year ended April 30, 2026 lists 11 people; 4 received compensation from the organization, the highest $77,670 (JESSICA ZIEGLER, Executive Dir.).
How much revenue does SUNBRIDGE INSTITUTE INC have?
On its 990 for the year ended April 30, 2026 it reported revenue of $886,254, expenses of $1,006,463 and total assets of $3,057,791 at year end.

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