Sunrise Montessori School Inc
Nonprofit profile at a glance
- EIN
- 300292277
- IRS 990 coverage
- 2012–2024
- Forms available
- Form 990 2024
- Location
- Franklin, MA, USA
- Phone
- 5085418010
- Rating
- 77
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Elementary, Secondary Education, K - 12
Reported finances
- Revenue
- $596,194
- Expenses
- $481,048
- Assets
- $539,976
- Liabilities
- $130,998
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
8 people listed
Executive titles in this filing
- Syed Azhar (President)
Highest reported compensation
- Andrea Rossick (Head of School): $73,161 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
The Sunrise Montessori School is a not-for-profit organization whose vision is to provide a nurturing and academic environment for children during the important stages of early childhood development. The students served by the program range in age from 2.9 years to 6 years.
What it reported doing in 2024
Montessori preschool and kindergarten program for children ages 2.9 to 6 years old.
Operating model
- Revenue model
- Earned-program. 83% of the money available for current operations came from fees and other program revenue.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
SUPPORTED - The filed numbers largely add up and a large share of available resources goes toward mission work. Some filing-based governance responses are negative or unanswered and total assets are small relative to annual expenses; liquid coverage is unknown.
Rating breakdown
- Financial Efficiency: 68
- Transparency & Controls: 92
- Accountability: 72
- Sustainability: 55
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 63.2%; rating input score 63
- Program expense ratio: 78.4%; rating input score 78
- Fundraising efficiency: $25.52 raised per $1 spent on fundraising; rating input score 65; 65th percentile among comparable filings
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
- Pay-setting controls: Limited
- Foreign activity oversight: Limited
- Grant itemization coverage: Limited
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Limited
Accountability
- Independent voting board: 87.5%; rating input score 88; 21st percentile among comparable filings
- Governance controls: 4 of 8 controls in place; rating input score 50
- Conflict-of-interest policy: Pass
- Whistleblower policy: Fail
- Document-retention policy: Fail
- CEO compensation review process: NotApplicable
- Other executive compensation review process: Fail
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Pass
- Independent financial-statement audit: Fail
Sustainability
- Operating margin: 19.3%; rating input score 75; 75th percentile among comparable filings
- Total-asset coverage ratio: 1.12; rating input score 46; 46th percentile among comparable filings
- Liabilities to assets ratio: 0.24; rating input score 28; 28th percentile among comparable filings
- Officer compensation ratio: 15.2%; rating input score 22; 22nd percentile among comparable filings
Growth
- Program expense growth: 4.5% per year; rating input score 100; 39th percentile among comparable filings
- Revenue growth: 7.6% per year; rating input score 100; 57th percentile among comparable filings
- Asset growth: 17.5% per year; rating input score 100; 77th percentile among comparable filings
Details
- Where the money goes: 63.2% of revenue deployed · 78.4% of spending went to programs
- Governance: 7 of 8 board members independent · 4 of 8 filing controls reported
- Programs: 1 filed program accomplishment · $377K in reported program spending
- Leadership: top reported pay $73K · 8 people listed
- Consistency: 22 of 22 current checks pass
- Schedules: 5 filed schedules · includes major donors
- Filing history: 13 filing years from 2012 to 2024
- Contacts: How to reach this organization
- Money network: 1 filed money-flow record
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Review — Accountability: Governance controls: 4 of 8 not reported.
- Moderate — Sustainability: Total-asset coverage ratio scored 46/100.
- High — Sustainability: Officer compensation ratio scored 22/100.
- High — Sustainability: Liabilities to assets ratio scored 28/100.