2021-04-15T11:04:07-05:00 2020-06-30 410746749 CLIFTONLARSONALLEN LLP 220 S 6TH STREET SUITE 300 MINNEAPOLIS MN 55402 990 2019-07-01 411408529 SUNNY HOLLOW MONTESSORI SUNN 6516902307 636 MISSISSIPPI RIVER BLVD SOUTH ST PAUL MN 55116 SANDRA D WIRTH HEAD OF SCHOOL 6516902307 2021-04-05 1 HEIDI TATRO P01591796 6123764500 2021-04-05 2019 2022-09-23 18:48:47Z SANDRA D WIRTH 636 MISSISSIPPI RIVER BLVD SOUTH ST PAUL MN 55116 2197272 0 X WWW.SUNNYHOLLOW.ORG X 1981 MN TO ENABLE CHILDREN TO BECOME INDEPENDENT, CREATIVE, AND SELF-CONFIDENT THINKERS. 10 9 60 10 0 0 148205 179855 2104608 2005757 1762 -211696 -7868 -3375 2246707 1970541 132935 130597 0 0 1619143 1792581 0 0 92749 740113 445801 2492191 2368979 -245484 -398438 981924 1474415 187767 1078696 794157 395719 SUNNY HOLLOW MONTESSORI CULTIVATES EACH CHILD'S INTELLECTUAL AND CREATIVE POTENTIAL, APPRECIATION OF RELATIONSHIPS IN NATURE AND SOCIETY, AND SENSE OF INDIVIDUAL RESPONSIBILITY. 0 0 1888316 130597 2005757 THE SCHOOL'S PRIMARY OBJECTIVES ARE TO ENABLE CHILDREN TO: 1. CREATE THEIR SENSE OF SELF THROUGH PURPOSEFUL ACTIVITIES; 2. POSSESS INNATE SENSITIVITIES FOR ABSORBING AND LEARNING FROM THEIR ENVIRONMENT; AND 3. HAVE A NATURAL DESIRE TO LEARN. 1888316 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 1 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 7 0 60 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MN X LA VANG 6516902307 636 MISSISSIPPI RIVER BLVD SOUTH ST PAUL MN 55116 ANDREAS HIPPLE CHAIR 5.00 X X 0 0 0 JUSTICE LINDELL SECRETARY 5.00 X X 0 0 0 JOSH DRIVDAHL TREASURER 5.00 X X 0 0 0 JASON KLAPSTE GOVERNANCE CHAIR 5.00 X 0 0 0 MATT SULLIVAN TRUSTEE 5.00 X 0 0 0 JACK DICKINSON TRUSTEE 5.00 X 0 0 0 ABBY BOTTICHER TRUSTEE 5.00 X 0 0 0 LIZA DAVIS TRUSTEE 5.00 X 0 0 0 AMY KOTCH TRUSTEE 5.00 X 0 0 0 ELIZABETH ROME TRUSTEE 5.00 X 0 0 0 CULLIN SMITH TRUSTEE 5.00 X 0 0 0 DAVID WRIGHT TRUSTEE 5.00 X 0 0 0 TARA NORGARD TRUSTEE 5.00 X 0 0 0 VERLYNN AGRIMONTI TRUSTEE 5.00 X 0 0 0 REBECCA GREEN TRUSTEE 5.00 X 0 0 0 ANDREW GREEN TRUSTEE 5.00 X 0 0 0 SANDRA WIRTH TRUSTEE 5.00 X 71200 0 0 71200 0 0 0 0 0 0 MA MORTENSON 700 MEADOW LANE NORTH MINNEAPOLIS MN 55442 NEW SPRINKLER INSTALLATION 180355 1 34649 145206 1174 179855 TUITION 611600 2005757 2005757 2005757 1729 1729 213425 -213425 -213425 -213425 6485 34649 13306 -6821 -6821 3446 3446 3446 1970541 2005757 0 -215071 130597 130597 96615 45892 38646 12077 1440851 1206448 172804 61599 134615 108908 22265 3442 120500 98253 16495 5752 37568 37568 59984 34872 19112 6000 3906 3906 8779 7023 1493 263 950 950 131346 116707 14639 3787 277 3510 3568 3568 23396 21056 2340 9731 7785 1946 BAD DEBT EXPENSE 52975 52975 EDUCATION EXPENSES 43567 43567 CLASSROOM SUPPLIES 35497 35497 30747 26578 4063 106 2368979 1888316 387914 92749 418010 805811 225761 227399 2400 3062 44508 139282 9100 25681 989523 717385 281103 272138 1042 1042 981924 1474415 153959 179376 30248 92627 3560 630100 176593 187767 1078696 X 774360 336034 19797 59685 794157 395719 981924 1474415 -398438 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 761530 523486 238044 227993 193899 34094 272138 X 1842866 2922 2922 1839944 130597 130597 1970541 2241304 2922 2922 2238382 130597 130597 2368979 PART X, LINE 2: THE SCHOOL IS CLASSIFIED AS A TAX EXEMPT SCHOOL UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND, ACCORDINGLY, IS NOT SUBJECT TO FEDERAL INCOME TAXES. AS SUCH, IT IS SUBJECT TO FEDERAL AND STATE INCOME TAXES ON NET UNRELATED BUSINESS INCOME. THE SCHOOL CURRENTLY HAS NO UNRELATED BUSINESS INCOME. THE SCHOOL'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. THE SCHOOL IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. THE SCHOOL IS NOT AWARE OF ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE OR OTHER TAXES. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 2,922. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 130,597. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 2,922. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 130,597. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE SCHOOL IS NOT AFFILIATED WITH ANY RELIGIOUS ORGANIZATION, ADMITS STUDENTS AND DOES NOT DISCRIMINATE DUE TO RACE, COLOR OR NATIONAL ORIGIN. THE SCHOOL'S NONDISCRIMINATORY POLICY IS AVAILABLE ON THE SCHOOL'S WEBSITE, ENROLLMENT AGREEMENT AND OTHER PRINT ADVERTISEMENTS. SCHEDULE E, PART I, LINE 6 PARENTAWARE & CHILD CARE ASSISTANCE PROGRAM GALA 41134 34649 6485 10384 0 0 2922 41134 34649 6485 10384 2922 13306 -6821 1 FINANCIAL AID/STUDENT GRANTS 27 130597 N/A TUITION REDUCTION PART I, LINE 2: FINANCIAL AID IS APPLIED DIRECTLY AGAINST THE STUDENT ACCOUNTS WITH NO FUNDS DIRECTLY DISBURSED TO INDIVIDUALS; NO FORMAL MONITORING IS REQUIRED. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF TRUSTEES REVIEWS THE FORM 990 FILING AND ADOPTS A RESOLUTION TO FILE WITH THE IRS AND MINNESOTA STATE ATTORNEY GENERAL PRIOR TO THE FILING. FORM 990, PART VI, SECTION B, LINE 12C ANY TRUSTEE, OFFICER, OR KEY EMPLOYEE OF THIS SCHOOL OR A MEMBER OF A COMMITTEE OF THIS SCHOOL WHO IS INTERESTED IN A MATTER, CONTRACT, OR TRANSACTION PRESENTED TO THE BOARD OR A COMMITTEE FOR ACTION, AUTHORIZATION, APPROVAL, OR RATIFICATION SHALL, WITHOUT REQUEST, MAKE A PROMPT, FULL, AND FRANK DISCLOSURE OF THE INTEREST TO THE BOARD OR THE COMMITTEE, PRIOR TO ACTION UPON THE MATTER, CONTRACT, OR TRANSACTION. THE DISCLOSURE (IF REQUIRED) SHALL INCLUDE ALL MATERIAL FACTS ABOUT THE MATTER, CONTRACT, OR TRANSACTION. THE BODY TO WHICH THE DISCLOSURE IS MADE SHALL DETERMINE, BY MAJORITY VOTE, WHETHER THE DISCLOSURE SHOWS THAT A CONFLICT OF INTEREST EXISTS OR CAN REASONABLY BE DEEMED TO EXIST. IF THE BODY TO WHICH THE DISCLOSURE IS MADE DETERMINES THAT A CONFLICT EXISTS OR CAN REASONABLY BE DEEMED TO EXIST, THAT FACT SHALL BE DOCUMENTED IN THE MINUTES OF THE MEETING AT WHICH THE MATTER, CONTRACT, OR TRANSACTION IS CONSIDERED OR ACTED UPON, AND THE INTERESTED PERSON SHALL NOT VOTE ON, NOR USE HIS OR HER PERSONAL INFLUENCE ON, NOR PARTICIPATE (OTHER THAN TO PRESENT FACTUAL INFORMATION OR TO RESPOND TO QUESTIONS) IN, THE DISCUSSION OR DELIBERATIONS WITH RESPECT TO THE MATTER, CONTRACT, OR TRANSACTION. THE INTERESTED PERSON IS NOT COUNTED IN DETERMINING THE PRESENCE OF A QUORUM AT ANY MEETING WHERE THE MATTER, CONTRACT, OR TRANSACTION IS CONSIDERED OR ACTED UPON. THE MINUTES OF THE MEETING SHALL REFLECT THE DISCLOSURE MADE, THE VOTE ON THE EXISTENCE OF A CONFLICT, AND, WHERE APPLICABLE, THE INTERESTED PERSON'S ABSTENTION FROM VOTING AND PARTICIPATION, AND WHETHER A QUORUM WAS PRESENT. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION FOR THE HEAD OF SCHOOL IS DETERMINED BY THE EXECUTIVE COMMITTEE USING THE APPROPRIATE COMPARABILITY DATA AND CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION. THIS PROCESS WAS LAST CONDUCTED IN 2017 FOR THE FORMER HEAD OF SCHOOL, RENEE CAMPION. THE SCHOOL USES MARKET ANALYSIS AND PERFORMANCE EVALUATIONS FOR DETERMINING THE COMPENSATION OF OTHER POSITIONS AT THE SCHOOL. THE HEAD OF SCHOOL REVIEWS AND APPROVES COMPENSATION FOR OTHER EMPLOYEES OF THE SCHOOL. FORM 990, PART VI, SECTION C, LINE 19 THE SCHOOL MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.