Nonprofit · EIN 41-1408529
SUNNY HOLLOW MONTESSORI
Tax-exempt · ST PAUL, MN 55116
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $3,387,326 | $3,257,809 | $129,517 | $1,919,519 | $865,026 | $1,054,493 |
| June 30, 2024 | 990 | $3,304,110 | $3,221,415 | $82,695 | $1,897,437 | $972,461 | $924,976 |
| June 30, 2023 | 990 | $2,639,203 | $2,766,705 | -$127,502 | $1,848,529 | $1,006,248 | $842,281 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $506,163
- of which government grants
- $250,855
- Program service revenue
- $2,851,939
- Investment income
- $28,400
- Net income from fundraising events
- -$4,971
- Other revenue
- $824
Expenses
- Grants and similar amounts paid
- $191,583
- Compensation of officers, directors and key employees
- $224,130
- Other salaries and wages
- $1,649,472
- Salaries, compensation and benefits (total)
- $2,076,270
- Professional fundraising fees
- $0
- Legal fees
- $34,534
- Accounting fees
- $84,605
- Occupancy
- $146,156
- Depreciation
- $11,623
- Program services (functional)
- $2,595,921
- Management and general (functional)
- $574,568
- Fundraising (functional)
- $87,320
Balance sheet and other
- Total assets, start of year
- $1,897,437
- Total assets, end of year
- $1,919,519
- Total liabilities, end of year
- $865,026
- Net assets, end of year
- $1,054,493
- Land, buildings and equipment
- $39,054
- Net assets without donor restrictions
- $1,007,093
- Net assets with donor restrictions
- $47,400
- Gross receipts
- $3,395,505
- Employees
- 66
- Volunteers
- 75
- Year formed
- 1981
- State of legal domicile
- MN
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ASHLEY SHOAF | HEAD OF SCHOOL Officer | 40 | $107,093 | $8,174 |
| KATIE BREWTON | HEAD OF SCHOOL Officer | 40 | $108,864 | $0 |
| NATHAN BERNDT | VICE CHAIR & SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| KATIE GLEISCHMAN | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| JESSICA FARUQ | TRUSTEE Trustee or director | 2 | $0 | $0 |
| SANDRA WIRTH | TRUSTEE Trustee or director | 2 | $0 | $0 |
| TANYA ADELMAN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| TIERNEY WILSON | DIRECTOR Trustee or director | 2 | $0 | $0 |
| DANA BEASLEY | DIRECTOR Trustee or director | 2 | $0 | $0 |
| DEL HANSEN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| NAN ARUNDEL | CHAIR Officer | 2 | $0 | $0 |
990 for the year ended June 30, 2024: 11 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KIRA DONNELLY | HEAD OF SCHOOL Officer | 40 | $157,458 | $11,313 |
| NAN ARUNDEL | CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| NATHAN BERNDT | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| ANNE KRUEGER | FINANCE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| JESSICA FARUQ | TRUSTEE Trustee or director | 2 | $0 | $0 |
| KATIE GLEISCHMAN | TREASURER Trustee or director | 2 | $0 | $0 |
| ERIN JONES | TRUSTEE Trustee or director | 2 | $0 | $0 |
| TIM KOHLS | TRUSTEE Trustee or director | 2 | $0 | $0 |
| SANDRA WIRTH | TRUSTEE Trustee or director | 2 | $0 | $0 |
| TANYA ADELMAN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| ABBY BOETTICHER | TRUSTEE Trustee or director | 2 | $0 | $0 |
990 for the year ended June 30, 2023: 12 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| EMILY LEUTGEB | INTERIM HEAD OF SCHOOL Officer | 40 | $92,167 | $4,080 |
| ABBY BOETTICHER | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| NAN ARUNDEL | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| NATHAN BERNDT | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| ANNE KRUEGER | FINANCE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| JESSICA FARUQ | TRUSTEE Trustee or director | 1 | $0 | $0 |
| KATIE GLEISCHMAN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ERIN JONES | TRUSTEE Trustee or director | 1 | $0 | $0 |
| TIM KOHLS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ANNA NATION | TRUSTEE Trustee or director | 1 | $0 | $0 |
| SANDRA WIRTH | TRUSTEE Trustee or director | 1 | $0 | $0 |
| KIRA DONNELLY | HEAD OF SCHOOL Officer | 10 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 636 S MISSISSIPPI RIVER BLVD, ST PAUL, MN 55116-1083
- Principal officer (990 for 2024)
- KATHERINE BREWTON, 636 MISSISSIPPI RIVER BLVD SOUTH, ST PAUL, MN 55116
- Signed the 990
- KATHERINE BREWTON, HEAD OF SCHOOL
- Phone
- (651) 690-2307
- Website
- WWW.SUNNYHOLLOW.ORG
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
SUNNY HOLLOW MONTESSORI CULTIVATES EACH CHILD'S INTELLECTUAL AND CREATIVE POTENTIAL, APPRECIATION OF RELATIONSHIPS IN NATURE AND SOCIETY, AND SENSE OF INDIVIDUAL RESPONSIBILITY.
Program accomplishments
- THE SCHOOL'S PRIMARY OBJECTIVES ARE TO ENABLE CHILDREN TO: 1. CREATE THEIR SENSE OF SELF THROUGH PURPOSEFUL ACTIVITIES; 2. POSSESS INNATE SENSITIVITIES FOR ABSORBING AND LEARNING FROM THEIR ENVIRONMENT; AND 3. HAVE A NATURAL DESIRE TO LEARN.Expenses $2,595,921 · grants $191,583 · revenue $2,857,734
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 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 41-1408529
- 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
- 1985
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B200)
- Assets (IRS master file)
- $1,919,519
- Income (IRS master file)
- $3,395,505
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $3,387,326 | $3,257,809 | $1,919,519 | XML |
| 990 | June 2024 | $3,304,110 | $3,221,415 | $1,897,437 | XML |
| 990 | June 2023 | $2,639,203 | $2,766,705 | $1,848,529 | XML |
| 990 | June 2022 | $3,041,313 | $2,540,703 | $1,618,749 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | 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 41-1408529).
Questions about SUNNY HOLLOW MONTESSORI
- What is the EIN of SUNNY HOLLOW MONTESSORI?
- The employer identification number (EIN) of SUNNY HOLLOW MONTESSORI is 41-1408529.
- Is SUNNY HOLLOW MONTESSORI tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1985.
- Are donations to SUNNY HOLLOW MONTESSORI tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SUNNY HOLLOW MONTESSORI 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 SUNNY HOLLOW MONTESSORI 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 SUNNY HOLLOW MONTESSORI last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of SUNNY HOLLOW MONTESSORI?
- The 990 for the year ended June 30, 2025 names KATHERINE BREWTON.
- Who are the officers and directors of SUNNY HOLLOW MONTESSORI?
- The 990 for the year ended June 30, 2025 lists 11 people; 2 received compensation from the organization, the highest $107,093 (ASHLEY SHOAF, HEAD OF SCHOOL).
- How much revenue does SUNNY HOLLOW MONTESSORI have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $3,387,326, expenses of $3,257,809 and total assets of $1,919,519 at year end.
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