FRIENDS OF SUNRISE MONTESSORI INCO… - Form 990 Financial Data

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1995

Legal Domicile

Principal Officer

KIRSTEN SHINNAMON BAKER

Phone

4155156561

Tax Period

2021-07-01 to 2022-06-30

FRIENDS OF SUNRISE MONTESSORI INCORPORATED, founded in 1995, is a small nonprofit in the Education sector that reported $227K in total revenue in fiscal year 2021. Revenue surged 211% from the prior year, signaling strong growth momentum. Expenses of $199K left a modest 12% surplus.

Mission

THE MISSION OF FRIENDS OF SUNRISE MONTESSORI IS TO ENHANCE EDUCATION THROUGH COMMUNITY BUILDING.

Program Service Accomplishments

Program 1

Expenses: $152,812

PROVIDES CLASSROOM SUPPLIES AND EQUIPMENT SUCH AS BOOKS, ART SUPPLIES, PLAYGROUND EQUIPMENT, MUSICAL INSTRUMENTS ALONG WITH SUPPORT OF CLASSROOM EVENTS.

Program 2

Expenses: $22,080

PROVIDES TUITION ASSISTANCE GRANTS TO QUALIFIED RECIPIENTS ENROLLED IN SUNRISE MONTESSORI.

Program 3

Expenses: $19,007

PROVIDES FINE ARTS AND MUSIC PROGRAMS FOR THE CLASSROOMS. THESE ARE INTENDED TOP SUPPLEMENT EXISTING SUNRISE MONTESSORI CURRICULUM.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2021)

Revenue Breakdown

Contributions & Grants $143,988

Program Service Revenue $0

Investment Income $58

Other Revenue $82,593

TOTAL REVENUE $226,639

Expense Breakdown

Grants Paid $153,314

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $193,899

Other Expenses $45,238

TOTAL EXPENSES $198,552

Year-over-Year Comparison

	2021	2020	Change
Revenue	$226,639	$72,961	+2.1%
Expenses	$198,552	$98,756	+1.0%
Net Income	$28,087	$-25,795	-2.1%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DIANA HARTFORD	MEMBER	2.00	Director	$0	$0	$0
MARINA STIEFVATER	MEMBER	2.00	Director	$0	$0	$0
LIZ RUSSELL	MEMBER	2.00	Director	$0	$0	$0
JASON KEEVER	MEMBER	2.00	Director	$0	$0	$0
KARA SCOGGINS	SECRETARY	3.00	Officer	$0	$0	$0
KIRSTEN SHINNAMON BAKER	PRESIDENT	4.00	Officer	$0	$0	$0
MEGAN BOLTER	TREASURER	3.00	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2022	$226,639	$198,552	$289,578	$28,087
2021	$72,961	$98,756	$261,491	$-25,795
2020	$10,933	$66,997	$287,286	$-56,064
2019	$169,466	$75,107	$343,350	$94,359

FRIENDS OF SUNRISE MONTESSORI INCORPORATED