Nonprofit · EIN 91-1623699
SUMMERSUN MONTESSORI
Tax-exempt · MOUNT VERNON, WA 98273
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2025 | 990 | $554,822 | $551,587 | $3,235 | $450,539 | $51,420 | $399,119 |
| May 31, 2024 | 990 | $557,264 | $512,031 | $45,233 | $433,506 | $37,622 | $395,884 |
| May 31, 2023 | 990 | $502,514 | $525,732 | -$23,218 | $386,821 | $36,170 | $350,651 |
Financial details: 990 for the year ended May 31, 2025
Revenue
- Contributions, gifts and grants
- $19,973
- Program service revenue
- $518,023
- Investment income
- $0
- Net income from fundraising events
- $16,826
- Other revenue
- $16,826
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $421,063
- Salaries, compensation and benefits (total)
- $490,149
- Professional fundraising fees
- $0
- Depreciation
- $10,841
- Program services (functional)
- $551,587
Balance sheet and other
- Total assets, start of year
- $433,506
- Total assets, end of year
- $450,539
- Total liabilities, end of year
- $51,420
- Net assets, end of year
- $399,119
- Land, buildings and equipment
- $205,326
- Net assets without donor restrictions
- $399,119
- Gross receipts
- $565,198
- Employees
- 15
- Volunteers
- 40
- Year formed
- 1993
- State of legal domicile
- WA
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 May 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JANICE HUNT | RETIRED DIRECTOR Officer | 40 | $95,597 |
| SARAH LEVY | DIRECTOR Officer | 40 | $44,343 |
| JOE LINDQUIST | PRESIDENT Trustee or director | 1 | $0 |
| STEVE PADGETT | TREASURER Trustee or director | 1 | $0 |
| SARAH STRAUSS | SACRETARY Trustee or director | 1 | $0 |
| ERIKA POPE | FUNDRAISING CHAIR Trustee or director | 1 | $0 |
| KAYLA ALLEN | MEMBER Trustee or director | 1 | $0 |
| LAURA CARTER | MEMBER | 1 | $0 |
| ANTONIA WEISS | MEMBER | 1 | $0 |
990 for the year ended May 31, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOE LINDQUIST | PRESIDENT Trustee or director | 1 | $0 |
| STEVE PADGETT | TREASURER Trustee or director | 1 | $0 |
| MARI DOERNER | VOLUNTEER COORDINATOR Trustee or director | 1 | $0 |
| SARAH LEVY | MEMBER Trustee or director | 1 | $0 |
| SARAH STRAUSS | MEMBER | 1 | $0 |
| COURTNEY DEVRIES | MEMBER | 1 | $0 |
| JANICE HUNT | DIRECTOR Officer, Highest-paid employee | 40 | $0 |
990 for the year ended May 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JANICE HUNT | DIRECTOR Officer, Highest-paid employee | 40 | $98,533 |
| JOE LINDQUIST | PRESIDENT Trustee or director | 1 | $0 |
| STEVE PADGETT | TREASURER Trustee or director | 1 | $0 |
| MARI DOERNER | VOLUNTEER COORDINATOR Trustee or director | 1 | $0 |
| SARAH LEVY | MEMBER Trustee or director | 1 | $0 |
| SARAH STRAUSS | MEMBER | 1 | $0 |
| COURTNEY DEVRIES | MEMBER | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1804 MARTIN RD, MOUNT VERNON, WA 98273-9196
- Principal officer (990 for 2024)
- JILL SHIPMAN, 1804 MARTIN ROAD, MOUNT VERNON, WA 98273
- Signed the 990
- STEVE PADGETT, TREASURER
- Phone
- (360) 428-3510
- Return prepared by
- PADGETT & PADGETT PLLC
Mission
SUMMERSUN MONTESSORI IS A NON-PROFIT SCHOOL COMMITED TO DEVELOPING A QUALITY EARLY-CHILDHOOD EDUCATION ENVIRONMENT THAT PROMOTES CREATIVE THINKING AND LEARNING. WE SERVE APPROXIMATELY 35 CHILDREN.
Program accomplishments
- ENROLLMENT OF APPROXIMATELY 25 CHILDREN IN A PRIMARY PROGRAM AND 10 CHILDREN IN A PRE-PRIMARY PROGRAMExpenses $551,587 · revenue $518,023
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 May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | Not on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990 on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990 on file |
IRS record
- EIN
- 91-1623699
- 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
- 1998
- Accounting year ends
- May
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P33Z)
- Assets (IRS master file)
- $450,539
- Income (IRS master file)
- $565,198
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | May 2025 | $554,822 | $551,587 | $450,539 | XML |
| 990 | May 2024 | $557,264 | $512,031 | $433,506 | XML |
| 990 | May 2023 | $502,514 | $525,732 | $386,821 | XML |
| 990 | May 2022 | $535,087 | $480,557 | $396,795 | IRS |
| 990 | May 2021 | – | – | – | IRS |
| 990-T | May 2021 | – | – | – | 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 91-1623699).
Questions about SUMMERSUN MONTESSORI
- What is the EIN of SUMMERSUN MONTESSORI?
- The employer identification number (EIN) of SUMMERSUN MONTESSORI is 91-1623699.
- Is SUMMERSUN MONTESSORI tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to SUMMERSUN MONTESSORI tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SUMMERSUN 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 SUMMERSUN MONTESSORI due?
- The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SUMMERSUN MONTESSORI last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended May 2025.
- Who is the principal officer of SUMMERSUN MONTESSORI?
- The 990 for the year ended May 31, 2025 names JILL SHIPMAN.
- Who are the officers and directors of SUMMERSUN MONTESSORI?
- The 990 for the year ended May 31, 2025 lists 9 people; 2 received compensation from the organization, the highest $95,597 (JANICE HUNT, RETIRED DIRECTOR).
- How much revenue does SUMMERSUN MONTESSORI have?
- On its 990 for the year ended May 31, 2025 it reported revenue of $554,822, expenses of $551,587 and total assets of $450,539 at year end.
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- SKAGIT DOMESTIC VIOLENCE AND SEXUAL ASSAULT SERVICES EIN 91-1092350 · last filed 990 for 2025
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- SKAGIT TOURISM BUREAU EIN 87-4522551 · last filed 990 for 2025
All nonprofits in MOUNT VERNON · Washington · Human services