KEENE MONTESSORI SCHOOL (EIN 020339431) - 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

1979

Legal Domicile

Principal Officer

KARISSA ATWOOD

Phone

6033524052

Tax Period

2024-08-01 to 2025-07-31

KEENE MONTESSORI SCHOOL, founded in 1979, is a community nonprofit in the Education sector that reported $1.1M in total revenue in fiscal year 2024. Revenue surged 27% from the prior year, signaling strong growth momentum. Expenses of $1.0M left a modest 7% surplus.

Mission

TO FOSTER AND SUPPORT INDEPENDENT, SELF-CONFIDENT CHILDREN USING AN ACTIVE LEARNING PROCESS BASED ON THE PRINCIPLES OF DR. MARIA MONTESSORI. WE ENCOURAGE EACH CHILD TO BE HIS/HER OWN INDIVIDUAL. TO ENCOURAGE PEACEFUL LIVING THROUGH RESPECT FOR OTHERS, TURN TAKING, CONFLICT RESOLUTION, GOOD MANNERS AND RESPECT AND CURIOSITY FOR DIVERSITY AND CULTURES. TO PROVIDE A LOVING, NURTURING AND FLEXIBLE COMMUNITY FOR FAMILIES. WE STRIVE TO SUPPORT THE WHOLE SPECTRUM OF FAMILY SCHEDULES AND TO ACT AS A RESOURCE FOR A VARIETY OF TOPICS. WE ENCOURAGE FAMILY INVOLVEMENT AS A COMPONENT OF AN ENHANCED SCHOOL EXPERIENCE.

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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 $82,895

Program Service Revenue $958,231

Investment Income $2,031

Other Revenue $33,431

TOTAL REVENUE $1,076,588

Expense Breakdown

Grants Paid $0

Salaries & Benefits $832,230

Fundraising Expenses $0

Program Expenses $995,294

Other Expenses $171,979

TOTAL EXPENSES $1,004,209

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,076,588	$848,896	+0.3%
Expenses	$1,004,209	$763,407	+0.3%
Net Income	$72,379	$85,489	-0.2%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MACKENZIE HARDIN	SECRETARY	1.00	Officer Director	$0	$0	$0
HALEY MARTIN	TREASURER	1.00	Officer Director	$0	$0	$0
KARA CROTTY	TRUSTEE	1.00	Director	$0	$0	$0
ASHLEY DENNING	TRUSTEE	1.00	Director	$0	$0	$0
KATELYN SPIESS	TRUSTEE	1.00	Director	$0	$0	$0
RACHEL GIACOMO	TRUSTEE	1.00	Director	$0	$0	$0
KIM BERK	TRUSTEE	1.00	Director	$0	$0	$0
KATHLEEN KEUROGHLIAN	TRUSTEE	1.00	Director	$0	$0	$0
ELIZABETH WOOD	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
KARISSA ATWOOD	PRESIDENT	1.00	Officer 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	$1,076,588	$1,004,209	$349,137	$72,379
2024	$848,896	$763,407	$274,540	$85,489
2023	$758,099	$768,100	$203,029	$-10,001
2022	$657,721	$567,069	$220,686	$90,652
2021	$466,176	$461,161	$198,735	$5,015
2020	$290,452	$352,216	$190,362	$-61,764
2019	$373,611	$376,845	$19,280	$-3,234
2018	$397,294	$376,830	$23,454	$20,464

KEENE MONTESSORI SCHOOL