THE WESTWOOD MONTESSORI SCHOOL INC (EIN 010710619) - Form 990 Financial Analysis & Trantor Score

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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

2002

Legal Domicile

Principal Officer

FAYE LUNDBERG

Phone

7813295557

Tax Period

2024-07-01 to 2025-06-30

THE WESTWOOD MONTESSORI SCHOOL INC, founded in 2002, is a small nonprofit in the Education sector that reported $526K in total revenue in fiscal year 2024. Revenue decreased 11% compared to the prior year.

Mission

TO PROVIDE A THREE-YEAR MONTESSORI PRESCHOOL EXPERIENCE, AWAKEN A LOVE OF LEARNING, AND ASSIST IN THE DEVELOPMENTAL GROWTH OF CHILDREN.

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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 (2024)

Revenue Breakdown

Contributions & Grants $15,751

Program Service Revenue $510,642

Investment Income $0

Other Revenue $0

TOTAL REVENUE $526,393

Expense Breakdown

Grants Paid $0

Salaries & Benefits $370,371

Fundraising Expenses $0

Program Expenses $495,666

Other Expenses $159,191

TOTAL EXPENSES $529,562

Year-over-Year Comparison

	2024	2023	Change
Revenue	$526,393	$588,262	-0.1%
Expenses	$529,562	$519,898	+0.0%
Net Income	$-3,169	$68,364	-1.0%

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

Volunteers

N/A

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

$110,067

Total Directors

$12,524

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
FAYE LUNDBERG	PRESIDENT, T	42.00	Officer	$110,067	$0	$110,067
WAYNE LUNDBERG	DIRECTOR	1.00	Director	$12,524	$0	$12,524
CYNTHIA DACEY	DIRECTOR	N/A	Director	$0	$0	$0
JUDITH LEWIS	DIRECTOR	N/A	Director	$0	$0	$0
DEBRA PARABOSCHI	DIRECTOR	N/A	Director	$0	$0	$0
MARY ROCKETT	DIRECTOR	N/A	Director	$0	$0	$0
SAMUEL J WINSTON	DIRECTOR	N/A	Director	$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
2025	$526,393	$529,562	$264,352	$-3,169
2024	$588,262	$519,898	$243,971	$68,364
2023	$568,776	$490,549	$178,232	$78,227
2022	$478,022	$465,768	$109,745	$12,254
2021	$305,525	$472,048	$93,251	$-166,523
2020	$412,767	$431,382	$271,404	$-18,615
2019	$464,064	$435,466	$270,889	$28,598

THE WESTWOOD MONTESSORI SCHOOL INC