LAKE MARY MONTESSORI ACADEMY INC (EIN 030391610) - 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

2001

Legal Domicile

Principal Officer

SCOTT LINVILLE

Phone

4076990520

Tax Period

2021-07-01 to 2022-06-30

LAKE MARY MONTESSORI ACADEMY INC, founded in 2001, is a micro nonprofit that reported $22K in total revenue in fiscal year 2021. Revenue fell 117% from the prior year — a significant decline worth monitoring.

Mission

OPERATION OF A PRIVATE SCHOOL - PRE-K 3 THROUGH 6TH GRADE SCHOOL HAD APPROXIMATELY 0 STUDENTS ENROLLED FOR 2021-2022

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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 (2021)

Revenue Breakdown

Contributions & Grants $400

Program Service Revenue $7,393

Investment Income $-29,590

Other Revenue $0

TOTAL REVENUE $-21,797

Expense Breakdown

Grants Paid $1,060,212

Salaries & Benefits $137,347

Fundraising Expenses $412

Program Expenses $1,130,725

Other Expenses $86,621

TOTAL EXPENSES $1,284,180

Year-over-Year Comparison

	2021	2020	Change
Revenue	$-21,797	$128,067	-1.2%
Expenses	$1,284,180	$876,467	+0.5%
Net Income	$-1,305,977	$-748,400	+0.7%

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

$105,824

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SCOTT LINVILLE	V PRESIDENT	40.00	Officer	$52,912	$0	$52,912
SHEILA LINVILLE	PRESIDENT	40.00	Officer	$52,912	$0	$52,912
ALICIA BRACCIA	DIRECTOR	N/A	Director	$0	$0	$0
ROBERT ELLIOTT	DIRECTOR	N/A	Director	$0	$0	$0
CAROLYN PASQUA	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
2022	$-21,797	$1,284,180	No data	$-1,305,977
2021	$128,067	$876,467	$1,305,977	$-748,400
2020	$1,457,404	$1,541,098	$2,108,369	$-83,694
2019	$1,630,012	$1,518,700	$2,196,166	$111,312

LAKE MARY MONTESSORI ACADEMY INC