Summersun Montessori

Tax-deductible

Mount Vernon, WA501(c)(3)Human ServicesEIN 91-1623699Revenue $555K in FY2025

On file with the IRS1804 Martin Rd, 98273-9196 · Mount Vernon, WATax-exempt since Mar 1998School — 170(b)(1)(A)(ii)

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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.

501(c)(3) charity; gifts are tax-deductible.
100¢ of each $1 spent went to programs.
Run by 40 volunteers and 12 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 5
filings with a surplus
Average surplus $20K a year · 4% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
100%
of spending
Looks good: 100% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$140K
to officers and key staff · 25% of spending
Top officer’s pay higher than 84% of similar orgs
Worth a look: pay to officers and key staff is 25% of spending; over 20%.
Pt VII · Sec A
Cash reserves
5 mo
of spending, in cash
Looks good: 5.3 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $231
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$51K
11% of total assets
Looks good: liabilities are 11% of assets; 50% or less.
Pt X · Ln 26
Independent board members
6
of 7 voting members
Looks good: 6 of 7 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$555K
-0.4% vs prior year
Spent
$552K
To programs
100%
Net assets
$399K
By yearFY2021–FY2025
Revenue
$555K
FY2025-0.4%
Tap a bar for its year
Revenue by fiscal year
FY2021$488K
FY2022$535K
FY2023$503K
FY2024$557K
FY2025$555K
Expenses
$552K
FY2025▲ +8%
Tap a bar for its year
Expenses by fiscal year
FY2021$468K
FY2022$481K
FY2023$526K
FY2024$512K
FY2025$552K
Net assets
$399K
FY2025▲ +0.8%
Tap a bar for its year
Net assets by fiscal year
FY2021$319K
FY2022$374K
FY2023$351K
FY2024$396K
FY2025$399K

From the FY2025 Form 990 (year ending May 2025) · see the original

990 PDF Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Mar 1998.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

100 cents of each dollar spent went to programs.

Program services 100% · $552K

Form 990 Part IX, line 25. Every line is in By the numbers.

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Who runs it and what they're paid

9 people listed on the 990; $140K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
Retired Director
$95,597Pt VII · Sec A
Director
$44,343Pt VII · Sec A
Sacretary
$0Pt VII · Sec A
Fundraising Chair
$0Pt VII · Sec A
President
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Janice Hunt’s $96K as Retired Director is at the 84th percentile of top reported officer pay among 2168 $100K–1M human services nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 2 named individuals · Part VII

NameFY2025FY2023FY2022
Janice Hunt$95,597$98,533$98,547
Sarah Levy$44,343——

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Summersun Montessori executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Provides quality early childhood education fostering creative thinking and learning.

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Provided by the organization

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1 program · $552K · in their own filed words · FY2024
01

Enrollment of approximately 25 children in a primary program and 10 children in a pre-primary program

$552Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2023
Total grants receivedfrom 1 funder$231

By the numbers

The FY2025 990, line by line.

1The main four
Money inPt VIII
$555K
Ln 12
Fees for servicesLn 2g$518K
Gifts and grantsLn 1h$20K
Other incomeLn 4–11$17K
Money outPt IX
$552K
Ln 25
Programscol B$552K
Owns and owesPt X
$399K
net assets · Ln 32
Cash and savingsLn 1–2$244K
Total assetsLn 16$451K
LiabilitiesLn 26$51K
PeoplePt VI, VII
9
listed · VII A
PaidVII A2
Voting boardVI 1a7
IndependentVI 1b6
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$20K
Fees for servicesLn 2g$518K
Other incomeLn 4–11$17K
Total revenueLn 12$555K
Assets in detailPt X, end of year
CashLn 1$131K
SavingsLn 2$114K
Cash and savings togetherLn 1–2$244K
Land, buildings, equipmentLn 10c$205K
Other assetsLn 15$15
Total assetsLn 16$451K
LiabilitiesLn 26$51K
Net assetsLn 32$399K
OperationsPt I, VI
EmployeesI 512
VolunteersI 640
Fiscal year endsHeaderMay
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$221K$244K
Land, buildings, equipmentLn 10c$214K$205K
Total assetsLn 16$434K$451K
LiabilitiesLn 26$38K$51K
Net assetsLn 32$396K$399K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$421K$421K$0$0
Other employee benefitsLn 9$32K$32K$0$0
Payroll taxesLn 10$38K$38K$0$0
Other fees for servicesLn 11g$1K$1K$0$0
Office expensesLn 13$5K$5K$0$0
Depreciation, depletion and amortizationLn 22$11K$11K$0$0
InsuranceLn 23$8K$8K$0$0
Other expenses (24a–d)Ln 24$16K$16K$0$0
All other expensesLn 24e$20K$20K$0$0
Total functional expensesLn 25$552K$552K$0$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $555K$552K$3K$399K 990 PDF
FY2024 $557K$512K$45K$396K 990 PDF
FY2023 $503K$526K−$23K$351K 990 PDF
FY2022 $535K$481K$55K$374K 990 PDF
FY2021 $488K$468K$20K$319K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2025 990 (6 parts)
Part I · Summary $554,822 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $24,483$19,973
I-9 Program service revenuePrior year $507,092$518,023
I-10 Investment income$0
I-11 Other revenuePrior year $25,689$16,826
I-12 Total revenuePrior year $557,264$554,822
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $440,169$490,149
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $71,862$61,438
I-18 Total expensesPrior year $512,031$551,587
I-19 Revenue less expensesPrior year $45,233$3,235
Part VI · Governance 6 of 7 board members independent, 4 to look at
VI-1a Voting members of the governing body7
VI-1b Independent voting members6
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $554,822 across 5 lines filed
VIII-1f All other contributions, gifts and grants$19,973
VIII-1h Total contributions, gifts and grants$19,973
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Unrelated business $0 · Excluded from tax $0$518,023
VIII-8 Net income from fundraising eventsUnrelated business $0 · Excluded from tax $16,826$16,826
VIII-12 Total revenueRelated to mission $518,023 · Unrelated business $0 · Excluded from tax $16,826$554,822
Part IX · Statement of functional expenses $551,587 across 9 lines filed
IX-7 Other salaries and wagesPrograms $421,063 · Management $0 · Fundraising $0$421,063
IX-9 Other employee benefitsPrograms $31,560 · Management $0 · Fundraising $0$31,560
IX-10 Payroll taxesPrograms $37,526 · Management $0 · Fundraising $0$37,526
IX-11g Other fees for servicesPrograms $1,215 · Management $0 · Fundraising $0$1,215
IX-13 Office expensesPrograms $5,368 · Management $0 · Fundraising $0$5,368
IX-22 Depreciation, depletion and amortizationPrograms $10,841 · Management $0 · Fundraising $0$10,841
IX-23 InsurancePrograms $7,950 · Management $0 · Fundraising $0$7,950
IX-24 Other expenses (24a–d)Programs $15,668 · Management $0 · Fundraising $0$15,668
IX-24e All other expensesPrograms $20,396 · Management $0 · Fundraising $0$20,396
IX-25 Total functional expensesPrograms $551,587 · Management $0 · Fundraising $0$551,587
Part X · Balance sheet $450,539 assets, 13 lines filed
X-1 Cash, non-interest-bearingStart of year $114,377$130,621
X-2 Savings and temporary cash investmentsStart of year $106,255$113,834
X-4 Accounts receivableStart of year −$1,164$743
X-10c Land, buildings and equipment, netStart of year $214,023$205,326
X-15 Other assetsStart of year $15$15
X-16 Total assetsStart of year $433,506$450,539
X-17 Accounts payable and accrued expensesStart of year −$25−$25
X-19 Deferred revenueStart of year $16,500$19,800
X-25 Other liabilitiesStart of year $21,147$31,645
X-26 Total liabilitiesStart of year $37,622$51,420
X-27 Net assets without donor restrictionsStart of year $395,884$399,119
X-32 Total net assets or fund balancesStart of year $395,884$399,119
X-33 Total liabilities and net assetsStart of year $433,506$450,539
Part XI · Reconciliation of net assets $399,119 net assets at year end
XI-1 Total revenue$554,822
XI-2 Total expenses$551,587
XI-3 Revenue less expenses$3,235
XI-4 Net assets at start of year$395,884
XI-10 Net assets at end of year$399,119

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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