Nonprofit · EIN 85-0326580
SUN MOUNTAIN SCHOOL FOUNDATION
Tax-exempt · SANTA FE, NM 87508
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,452,365 | $325,493 | $1,126,872 | $2,264,420 | $27,538 | $2,236,882 |
| June 30, 2024 | 990 | $1,302,604 | $1,419,800 | -$117,196 | $2,619,035 | $1,509,176 | $1,109,859 |
| June 30, 2023 | 990 | $2,919,817 | $3,027,710 | -$107,893 | $3,047,188 | $1,820,133 | $1,227,055 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $104,310
- Program service revenue
- $75,415
- Investment income
- $1,271,708
- Net rental income
- -$19,389
- Net gain from sales of assets
- $1,271,026
- Other revenue
- $932
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $31,656
- Other salaries and wages
- $132,304
- Salaries, compensation and benefits (total)
- $205,372
- Professional fundraising fees
- $0
- Accounting fees
- $11,488
- Occupancy
- $4,852
- Travel
- $2,243
- Program services (functional)
- $189,350
- Management and general (functional)
- $136,143
Balance sheet and other
- Total assets, start of year
- $2,619,035
- Total assets, end of year
- $2,264,420
- Total liabilities, end of year
- $27,538
- Net assets, end of year
- $2,236,882
- Land, buildings and equipment
- $1,911,590
- Publicly traded securities
- $78
- Net assets without donor restrictions
- $2,236,882
- Gross receipts
- $2,251,504
- Employees
- 17
- Volunteers
- 20
- Year formed
- 1983
- State of legal domicile
- NM
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 |
|---|---|---|---|
| ZOE WILCOX | TRUSTEE Trustee or director | 10 | $44,868 |
| JESSICA WIREMAN | TRUSTEE Trustee or director | 10 | $38,180 |
| KARLEEN WHITCOMB | SECRETARY Trustee or director, Officer | 20 | $15,195 |
| JAYITA SAHNI | VICE PRESIDENT Trustee or director, Officer | 20 | $6,225 |
| TRAVIS LATHROP | TRUSTEE Trustee or director | 10 | $2,016 |
| BARNES FLETCHER LATHROP | TRUSTEE Trustee or director | 10 | $0 |
| BRIANNA BASSLER | BOARD PRESIDENT Trustee or director, Officer | 10 | $0 |
990 for the year ended June 30, 2024: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JESSICA WIREMAN | FORMER OPERATIONS DIRECTOR Officer | 40 | $44,546 |
| ZOE WILCOX | TRUSTEE Trustee or director | 20 | $28,529 |
| KARLEEN WHITCOMB | TRUSTEE Trustee or director | 20 | $27,072 |
| TOM KACZMAREK | FORMER TREASURER Trustee or director | 20 | $25,010 |
| BARNES LATHROP | TRUSTEE Trustee or director | 10 | $13,151 |
| ANDY SMITH | SECRETARY Trustee or director, Officer | 1 | $0 |
| MICKY LEACH | PRESIDENT Trustee or director, Officer | 1 | $0 |
| PAM COLGATE | TRUSTEE Trustee or director | 1 | $0 |
| JESS FALKENHAGEN | FORMER TRUSTEE Trustee or director | 1 | $0 |
| LAURA HITT | FORMER TRUSTEE Trustee or director | 1 | $0 |
| JAYITA SAHNI | TRUSTEE Trustee or director | 2 | $0 |
| TRAVIS LATHROP | TRUSTEE Trustee or director | 1 | $0 |
| BRIANA BASSLER | TRUSTEE Trustee or director | 8 | $0 |
990 for the year ended June 30, 2023: 11 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| GERSON PEREZ | FORMER ADMINISTRATOR Officer | 40 | $52,500 | $6,917 |
| DALBIR SAHDEV | FORMER BUSINESS MANAGER Officer | 40 | $37,333 | $3,563 |
| TOM KACZMAREK | TREASURER Trustee or director, Officer | 20 | $28,062 | $2,156 |
| BARNES LATHROP | TRUSTEE Trustee or director | 10 | $21,245 | $1,634 |
| JESSICA WIREMAN | OPERATIONS DIRECTOR Officer | 40 | $20,000 | $1,930 |
| ANDY SMITH | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| ANGEL T RUBOTTOM | FORMER TREASURER Trustee or director | 1 | $0 | $0 |
| MICKY LEACH | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| PAM COLGATE | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| JESS FALKENHAGEN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| LAURA HITT | TRUSTEE Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 26 PUESTA DEL SOL, SANTA FE, NM 87508-5944
- Principal officer (990 for 2024)
- MELISSA COLEMAN, 26 PUESTA DEL SOL, SANTA FE, NM 87508
- Signed the 990
- MELISSA COLEMAN, PRESIDENT
- Phone
- (505) 467-6443
- Return prepared by
- EASY OFFICE DBA JITASA
Mission
TO FOSTER THE WHOLE CHILD-HEAD, HEART, AND HANDS-THROUGH A WALDORF-INSPIRED CURRICULUM. IT AIMS TO NURTURE, CHALLENGE, AND GUIDE CHILDREN IN A, CREATIVE, AND NATURE-CONNECTED ENVIRONMENT.
Program accomplishments
- EARLY CHILDHOOD: DURING THE 2024-2025 FISCAL YEAR, THE ORGANIZATION SUCCESSFULLY COMPLETED THE SALE OF PART OF ITS REAL ESTATE ASSETS (THE BUILDING AND GROUNDS FORMERLY USED FOR HIGH-SCHOOL OPERATIONS). THE ORGANIZATION THEN CEASED TO PROVIDE ELEMENTARY AND HIGH-SCHOOL CLASSES, BUT MAINTAINED ITS EARLY CHILDHOOD PROGRAM ON A PORTION OF THE RETAINED CAMPUS. THE ORGANIZATION CONTINUES TO TRANSITION ITS OPERATIONAL FOCUS AND HAS REORGANIZED AS A SUPPORTING ORGANIZATION OF THE SUN MOUNTAIN COMMUNITY SCHOOL. THESE STRATEGIC CHANGES ALIGN THE ORGANIZATION'S MISSION WITH ITS LONG-TERM SUSTAINABILITY GOALS AND CONTINUES TO FULFILL ITS EXEMPT PURPOSE THROUGH ITS NEW STRUCTURE.Expenses $143,576 · revenue $1,298
- SMCS PROGRAM SUPPORT: THE PROGRAM SERVES STUDENTS THROUGH GRADES K-8, PRIORITIZING INDIVIDUAL GROWTH AND LIFELONG LEARNING. ADMISSION MAY BE COMPETITIVE DUE TO HIGH DEMAND.Expenses $45,774 · revenue $56,706
- SUMMER CAMP:revenue $17,410
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
- 85-0326580
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization, Type I
- Donations deductible (Pub 78)
- Supporting organization, 50% limit
- Exempt since
- 1985
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B11)
- Assets (IRS master file)
- $2,264,420
- Income (IRS master file)
- $2,251,504
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,452,365 | $325,493 | $2,264,420 | IRS |
| 990 | June 2024 | $1,302,604 | $1,419,800 | $2,619,035 | IRS |
| 990 | June 2023 | $2,919,817 | $3,027,710 | $3,047,188 | XML |
| 990 | June 2022 | $2,836,992 | $2,706,994 | $3,408,426 | 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 85-0326580).
Questions about SUN MOUNTAIN SCHOOL FOUNDATION
- What is the EIN of SUN MOUNTAIN SCHOOL FOUNDATION?
- The employer identification number (EIN) of SUN MOUNTAIN SCHOOL FOUNDATION is 85-0326580.
- Is SUN MOUNTAIN SCHOOL FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1985.
- Are donations to SUN MOUNTAIN SCHOOL FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
- Which annual return does SUN MOUNTAIN SCHOOL FOUNDATION 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 SUN MOUNTAIN SCHOOL FOUNDATION 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 SUN MOUNTAIN SCHOOL FOUNDATION 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 SUN MOUNTAIN SCHOOL FOUNDATION?
- The 990 for the year ended June 30, 2025 names MELISSA COLEMAN.
- Who are the officers and directors of SUN MOUNTAIN SCHOOL FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 7 people; 5 received compensation from the organization, the highest $44,868 (ZOE WILCOX, TRUSTEE).
- How much revenue does SUN MOUNTAIN SCHOOL FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,452,365, expenses of $325,493 and total assets of $2,264,420 at year end.
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