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New Mexico · Nonprofit

SUN MOUNTAIN SCHOOL FOUNDATION

SUN MOUNTAIN SCHOOL FOUNDATION (New Mexico) receives grants from 8 organizations whose IRS filings report $116,026 to it, the largest being LIVINGRY FOUNDATION ($60,000). 6 of them have funded it in more than one year.

Revenue FY2025
$1.5M
Funders on record
8
Grants received
$116k
Net assets
$2.2M
6/8 repeat funderspeak grant-dependency 2%
01What it does

What Sun Mountain School Foundation does

Mission

To foster the whole child-head, heart, and hands-through a waldorf-inspired curriculum. It aims to nurture, challenge, and guide children in a, creative, and nature-connected environment.

As stated on its FY2025 Form 990.

Programs

On its FY2024 return the organization reported starting a significant new program and a significant change in how it conducts a program.

During the 2024-2025 fiscal year, the organization successfully completed the sale of part of its real estate assets (the building and grounds formerly used for high-school operations). The organization then ceased to provide elementary and high-school classes, but maintained its early childhood program on a portion of the retained campus. The organization continues to transition its operational focus and has reorganized as a supporting organization of the sun mountain community school. These strategic changes align the organization's mission with its long-term sustainability goals and continues to fulfill its exempt purpose through its new structure.

Its own explanation, from Schedule O of that return (Part III, line 2).

During the 2024-2025 fiscal year, the organization successfully completed the sale of part of its real estate assets (the building and grounds formerly used for high-school operations). The organization then ceased to provide elementary and high-school classes, but maintained its early childhood program on a portion of the retained campus. The organization continues to transition its operational focus and has reorganized as a supporting organization of the sun mountain community school. These strategic changes align the organization's mission with its long-term sustainability goals and continues to fulfill its exempt purpose through its new structure.

Its own explanation, from Schedule O of that return (Part III, line 3).

  1. Early childhood: during the 2024-2025 fiscal year, the organization successfully completed the sale of part of its real estate assets (the building and grounds formerly used for high-school operations). The organization then ceased to provide elementary and high-school classes, but maintained its early childhood program on a portion of the retained campus. The organization continues to transition its operational focus and has reorganized as a supporting organization of the sun mountain community school. These strategic changes align the organization's mission with its long-term sustainability goals and continues to fulfill its exempt purpose through its new structure.

    $143,576 spent$1,298 earned by the program
    76% of program spending
  2. Smcs program support: the program serves students through grades k-8, prioritizing individual growth and lifelong learning. Admission may be competitive due to high demand.

    $45,774 spent$56,706 earned by the program
    24% of program spending
  3. Summer camp:

    $0 spent$17,410 earned by the program
    0% of program spending
  4. Other program services, not described on the e-filed return.

    $0 spent
    0% of program spending

The 4 programs described on its FY2024 Form 990, listed largest first by expense. Program spending in total: $189,350.

02The organization over time

The organization over time

Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.

100 = 20172017 Revenue 100 ($2.1M) Expenses 100 ($2.6M) Net assets 100 ($738k)2018 Revenue 112 ($2.4M) Expenses 96 ($2.5M) Net assets 88 ($648k)2019 Revenue 122 ($2.6M) Expenses 98 ($2.5M) Net assets 95 ($702k)2020 Revenue 120 ($2.5M) Expenses 99 ($2.6M) Net assets 94 ($692k)2021 Revenue 129 ($2.7M) Expenses 85 ($2.2M) Net assets 170 ($1.3M)2022 Revenue 134 ($2.8M) Expenses 105 ($2.7M) Net assets 179 ($1.3M)2023 Revenue 138 ($2.9M) Expenses 118 ($3.0M) Net assets 166 ($1.2M)2024 Revenue 61 ($1.3M) Expenses 55 ($1.4M) Net assets 150 ($1.1M)2025 Revenue 69 ($1.5M) Expenses 13 ($325k) Net assets 303 ($2.2M)
'17'18'19'20'21'22'23'24'25
Revenue (69)Expenses (13)Net assets (303)Peer revenue range

Balance sheet

Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2020 to 2021, from $3.2M to $3.8M (+19%).

$3.4M
$3.4M
$3.5M
$3.2M
$3.8M
$3.4M
$3.0M
$2.6M
$2.3M
'17'18'19'20'21'22'23'24'25
Total assetsTotal liabilities

How it's funded, over time

Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.

2017
2018
2019
2020
2021
2022
2023
2024
2025
ContributionsProgram revenueInvestmentOther

Government-grant reliance: 2021 23% · 2024 77% · 2025 0%. Grants only. Government contracts and fees sit inside program revenue.

7% of SUN MOUNTAIN SCHOOL FOUNDATION’s revenue is contributions — more earned-revenue than three-quarters of its peers (48% for the typical peer).

This organization
Typical peer · 12,352 orgs

Surplus & reserves

Operating surplus or deficit each year, and months of liquidity in hand. 5 of the last 9 reported years ran a deficit.

−$451k
’17
−$93k
’18
$52k
’19
−$12k
’20
$544k
’21
$130k
’22
−$108k
’23
−$117k
’24
$1.1M
’25
7.7
months of
reserve

Leadership and staff

The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.

Board chair

Brianna Bassler

Board president

As listed on its FY2025 Form 990.

'17'18'19'20'21'22'23'24'25
Listed12121211121311137
Joined·+2+2+5+1+2+3+5+0
No longer listed·22601536
03Who funds it

Who funds it, year by year

2017 → 2023: the base narrowed from 2 funders to 1 funder, grant income fell $8k → $488.

2 of 8 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 39% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.

From the IRS filings of SUN MOUNTAIN SCHOOL FOUNDATION’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How concentrated its funding is

SUN MOUNTAIN SCHOOL FOUNDATION leans on a few funders — its largest provides 52% of grant income and the top three 92%; half comes from just 1 funder.

the vertical line marks half of all grant income — 1 funder to its left

39% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund SUN MOUNTAIN SCHOOL FOUNDATION.

52%
largest funder
92%
top three
~2
effective funders

Largest funder’s share by year: 2017 88% · 2018 88% · 2019 57% · 2020 57% · 2021 67% · 2022 77% · 2023 100% — growing more concentrated.

“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How long its funders stay

67% of SUN MOUNTAIN SCHOOL FOUNDATION's funders are still giving 3 years after their first grant; 75% give in more than one year at all.

first grant+1y+2y+3y+4y

Share of funders still giving k years after their first recorded grant, pooled across every acquisition cohort. A funder counts as retained in a year only if it made a grant that year. Measured to FY2023, the last fiscal year that has finished arriving — a funder cannot be counted as lapsed in a year most filers have not reached.

Where its funders are

90% of SUN MOUNTAIN SCHOOL FOUNDATION's grant income comes from New Mexico funders.

OH
PA
NM

In-state vs out-of-state, by year

’17
’18
’19
’20
’21
’22
New Mexico out of state home

Funder states come from each funder’s own filing. $45k arriving through sponsors registered in 2 states is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

04Its place in the field

Against its field

SUN MOUNTAIN SCHOOL FOUNDATION runs a healthier operating margin than three-quarters of the 9,398 education nonprofits its size.

Operating margin78% · top quartile
Months of reserve7.7mo · above the median
Revenue growth (annualized)−5% · bottom quartile

this organization peer median middle 50% of peers· 9,398 education nonprofits $1M–$10M, FY2025

Organizations like SUN MOUNTAIN SCHOOL FOUNDATION

Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.

In New Mexico

Nationally

05Profile & governance

Read directly from this organization’s own Form 990, as neutral context.

Where the money goes

58% of spending goes to programs.

Program 58%Management 42%Fundraising 0%

Governance

7
board members
29%
independent
✓Conflict-of-interest policy✓Whistleblower policy✓Document retention✓Board reviewed the 990–Audited financials

Footprint & structure

Files a return copy in 1 state

NM

Screen this organization

A dated, signed PDF of the compliance screen for SUN MOUNTAIN SCHOOL FOUNDATION: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.

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Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf

Questions and answers

Who funds SUN MOUNTAIN SCHOOL FOUNDATION?
SUN MOUNTAIN SCHOOL FOUNDATION (New Mexico) receives grants from 8 organizations whose IRS filings report $116,026 to it, the largest being LIVINGRY FOUNDATION ($60,000). 6 of them have funded it in more than one year.
How many funders does SUN MOUNTAIN SCHOOL FOUNDATION have?
IRS filings report 8 organizations giving $116,026 in grants to SUN MOUNTAIN SCHOOL FOUNDATION, 6 of which have funded it in more than one year.
Who is the largest funder of SUN MOUNTAIN SCHOOL FOUNDATION?
LIVINGRY FOUNDATION is the largest funder on record, with $60,000 in grants. The full list of funders is on this page.
How can an organization like SUN MOUNTAIN SCHOOL FOUNDATION find more funders?
Start with the funders already giving here, then look at the foundations that back similar organizations in New Mexico. The funding by cause and by state pages list the largest funders for a given area and how to approach them.

Play a game about who funds Sun Mountain School →

These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2017–2025), and the filings of 8 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing