Nonprofit · EIN 93-1292445
SUNSTONE MONTESSORI SCHOOL INC
Tax-exempt · PORTLAND, OR 97206
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $3,980,373 | $3,714,287 | $266,086 | $3,891,792 | $403,691 | $3,488,101 |
| June 30, 2024 | 990 | $2,996,169 | $2,982,720 | $13,449 | $3,694,827 | $494,912 | $3,199,915 |
| June 30, 2023 | 990 | $2,614,776 | $2,285,863 | $328,913 | $3,569,267 | $407,638 | $3,161,629 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $172,885
- Program service revenue
- $3,662,209
- Investment income
- $93,726
- Net income from fundraising events
- $51,553
- Other revenue
- $51,553
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $140,744
- Other salaries and wages
- $2,068,155
- Salaries, compensation and benefits (total)
- $2,582,215
- Professional fundraising fees
- $0
- Occupancy
- $559,494
- Depreciation
- $115,912
- Program services (functional)
- $3,078,435
- Management and general (functional)
- $602,155
- Fundraising (functional)
- $33,697
Balance sheet and other
- Total assets, start of year
- $3,694,827
- Total assets, end of year
- $3,891,792
- Total liabilities, end of year
- $403,691
- Net assets, end of year
- $3,488,101
- Land, buildings and equipment
- $1,047,653
- Publicly traded securities
- $1,883,793
- Net assets without donor restrictions
- $3,488,101
- Gross receipts
- $4,019,877
- Employees
- 62
- Volunteers
- 85
- Year formed
- 2000
- State of legal domicile
- OR
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 |
|---|---|---|---|---|
| CATHY ELLIOTT | Head of School Officer | 40 | $121,625 | $7,049 |
| ANGEL WILLARD | President Trustee or director, Officer | 4 | $0 | $0 |
| KELLY SHERBO | VICE PRESIDENT Trustee or director, Officer | 4 | $0 | $0 |
| WILLIAM PATRICK MAGEE | Treasurer Trustee or director, Officer | 2 | $0 | $0 |
| JONATHAN ANDERSON | Secretary Trustee or director, Officer | 2 | $0 | $0 |
| LYNN ROSSING | Trustee Trustee or director | 2 | $0 | $0 |
| KATY RUSTVOLD | Trustee Trustee or director | 2 | $0 | $0 |
| ANDY WOOD | Trustee Trustee or director | 2 | $0 | $0 |
| RADEK PACES | Trustee Trustee or director | 2 | $0 | $0 |
990 for the year ended June 30, 2024: 12 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| CATHY ELLIOTT | Head of School Officer | 40 | $123,986 | $8,325 |
| WAYNE CENTRONE | President Trustee or director, Officer | 4 | $0 | $0 |
| ANGEL WILLARD | VICE PRESIDENT Trustee or director, Officer | 4 | $0 | $0 |
| JONATHAN ANDERSON | Secretary Trustee or director, Officer | 2 | $0 | $0 |
| WILLIAM PATRICK MAGEE | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| KATY RUSTVOLD | Trustee Trustee or director | 2 | $0 | $0 |
| LYNN ROSSING | Trustee Trustee or director | 2 | $0 | $0 |
| ASHLEY MCCONNELL-VANDERJAGT | Trustee Trustee or director | 2 | $0 | $0 |
| IAN CUMMINGS | Trustee Trustee or director | 2 | $0 | $0 |
| ANDY WOOD | Trustee Trustee or director | 2 | $0 | $0 |
| KELLEY SHERBO | Trustee Trustee or director | 2 | $0 | $0 |
| IAN WALSH | Trustee Trustee or director | 2 | $0 | $0 |
990 for the year ended June 30, 2023: 12 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| CATHY ELLIOTT | Head of School Officer | 40 | $115,718 | $9,145 |
| WAYNE CENTRONE | President Trustee or director, Officer | 4 | $0 | $0 |
| ANGEL WILLARD | VICE PRESIDENT Trustee or director, Officer | 4 | $0 | $0 |
| JONATHAN ANDERSON | Secretary Trustee or director, Officer | 2 | $0 | $0 |
| WILLIAM PATRICK MAGEE | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| KATY RUSTVOLD | Trustee Trustee or director | 2 | $0 | $0 |
| LYNN ROSSING | Trustee Trustee or director | 2 | $0 | $0 |
| ASHLEY MCCONNELL-VANDERJAGT | Trustee Trustee or director | 2 | $0 | $0 |
| IAN CUMMINGS | Trustee Trustee or director | 2 | $0 | $0 |
| ANDY WOOD | Trustee Trustee or director | 2 | $0 | $0 |
| KELLEY SHERBO | Trustee Trustee or director | 2 | $0 | $0 |
| IAN WALSH | Trustee Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 5235 SE WOODSTOCK BLVD, PORTLAND, OR 97206-6822
- Principal officer (990 for 2024)
- CATHY ELLIOTT, 5235 SE Woodstock Blvd, Portland, OR 97206
- Signed the 990
- CATHY ELLIOTT, Head of School
- Phone
- (503) 768-3847
- Website
- www.sunstonemontessori.org
- Return prepared by
- KERN & THOMPSON LLC
Mission
TO OPERATE A SCHOOL BASED ON THE EDUCATIONAL MODEL OF MARIA MONTESSORI, INCLUDING INSTRUCTION FOR CHILDREN AGES 16 MONTHS TO 15 YEARS AND WITH ELEMENTARY AND MIDDLE SCHOOL FOR GRADES 1 THROUGH 8.
Program accomplishments
- OUR VISION IS A COMMUNITY OF INTELLECTUALLY CURIOUS, INDEPENDENT, AND COMPASSIONATE LIFELONG LEARNERS.SUNSTONE MONTESSORI SCHOOL DEVELOPS THE WHOLE CHILD BY PROVIDING AN ACADEMICALLY STRONG, EMOTIONALLY NUTURING, AND SOCIALLY SUPPORTIVE ENVIRONMENT IN ACCORDANCE WITH AMI GUIDELINES FOR MONTESSORI EDUCATION.Expenses $3,078,435 · revenue $3,790,140
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
- 93-1292445
- 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
- 2000
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B24)
- Assets (IRS master file)
- $3,891,792
- Income (IRS master file)
- $4,019,877
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $3,980,373 | $3,714,287 | $3,891,792 | IRS |
| 990 | June 2024 | $2,996,169 | $2,982,720 | $3,694,827 | IRS |
| 990 | June 2023 | $2,614,776 | $2,285,863 | $3,569,267 | XML |
| 990 | June 2022 | $2,848,519 | $2,047,366 | $3,203,415 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | 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 93-1292445).
Questions about SUNSTONE MONTESSORI SCHOOL INC
- What is the EIN of SUNSTONE MONTESSORI SCHOOL INC?
- The employer identification number (EIN) of SUNSTONE MONTESSORI SCHOOL INC is 93-1292445.
- Is SUNSTONE MONTESSORI SCHOOL INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to SUNSTONE MONTESSORI SCHOOL INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SUNSTONE MONTESSORI SCHOOL 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 SUNSTONE MONTESSORI SCHOOL INC 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 SUNSTONE MONTESSORI SCHOOL INC 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 SUNSTONE MONTESSORI SCHOOL INC?
- The 990 for the year ended June 30, 2025 names CATHY ELLIOTT.
- Who are the officers and directors of SUNSTONE MONTESSORI SCHOOL INC?
- The 990 for the year ended June 30, 2025 lists 9 people; 1 received compensation from the organization, the highest $121,625 (CATHY ELLIOTT, Head of School).
- How much revenue does SUNSTONE MONTESSORI SCHOOL INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $3,980,373, expenses of $3,714,287 and total assets of $3,891,792 at year end.
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