Montessori Initiatives for Educati… - Form 990 Financial Data

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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

DAVID CLARK

Phone

2153654011

Tax Period

2024-07-01 to 2025-06-30

Montessori Initiatives for Education, founded in 2001, is a small nonprofit in the Education sector that reported $319K in total revenue in fiscal year 2024. Revenue surged 46% from the prior year, signaling strong growth momentum.

Mission

TO SUPPORT A PUBLIC MONTESSORI CHARTER SCHOOL IN THE CITY OF PHILADELPHIA UTILIZING THE EDUCATIONAL PRINCIPLES OF MARIA MONTESSORI IN ORDER TO PROVIDE AN EDUCATIONAL ALTERNATIVE.

Program Service Accomplishments

Program 1

Expenses: $338,271 Revenue: $318,725

TO SUPPORT AND OPERATE A PUBLIC MONTESSORI CHARTER SCHOOL IN THE CITY OF PHILADELPHIA - PHILADELPHIA MONTESSORI CHARTER SCHOOL (PMCS) EXCELS AT PROVIDING CHILDREN IN KINDERGARTEN THROUGH 4TH GRADE...

TO SUPPORT AND OPERATE A PUBLIC MONTESSORI CHARTER SCHOOL IN THE CITY OF PHILADELPHIA - PHILADELPHIA MONTESSORI CHARTER SCHOOL (PMCS) EXCELS AT PROVIDING CHILDREN IN KINDERGARTEN THROUGH 4TH GRADE WITH A MONTESSORI EDUCATION IN AN ENVIRONMENT THAT NURTURES THE WHOLE CHILD, CELEBRATES INCLUSION, EMBRACES INNOVATION, AND ENCOURAGES COLLABORATION WITH FAMILIES. PMCS IGNITES THE INTERNAL SPARK THAT LEADS TO SOCIAL, EMOTIONAL AND ACADEMIC SUCCESS.

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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 $0

Program Service Revenue $318,725

Investment Income $0

Other Revenue $0

TOTAL REVENUE $318,725

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $338,271

Other Expenses $338,271

TOTAL EXPENSES $338,271

Year-over-Year Comparison

	2024	2023	Change
Revenue	$318,725	$218,982	+0.5%
Expenses	$338,271	$342,593	0.0%
Net Income	$-19,546	$-123,611	-0.8%

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

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
DAVID CLARK	CHAIRMAN	0.1	Officer Director	$0	$0	$0
DANIEL SPIELER	MEMBER	0.1	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	$318,725	$338,271	$5,524,180	$-19,546
2024	$218,982	$342,593	$5,680,206	$-123,611
2023	$171,697	$357,602	$5,836,823	$-185,905
2022	$23,683	$51,282	$4,348,898	$-27,599
2021	$89,004	$69,965	$768,236	$19,039
2020	$89,004	$68,971	$777,920	$20,033
2019	$89,004	$98,713	$785,844	$-9,709
2018	$89,004	$78,964	$821,898	$10,040

Montessori Initiatives for Education