OAK MEADOW MONTESSORI SCHOOL INC (EIN 042629516) - 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

1978

Legal Domicile

Principal Officer

BRIDGET BARRETT-PARKER

Phone

9784869874

Tax Period

2024-07-01 to 2025-06-30

OAK MEADOW MONTESSORI SCHOOL INC, founded in 1978, is a community nonprofit that reported $4.2M in total revenue in fiscal year 2024. Revenue decreased 5% compared to the prior year.

Mission

OAK MEADOW MONTESSORI SCHOOL IS ROOTED IN THE CHILD-CENTERED MONTESSORI PHILOSOPHY, WHICH FOSTERS ACADEMIC EXCELLENCE, PERSONAL GROWTH, AND CULTURAL AWARENESS WHILE NURTURING CHILDREN'S SPIRITS. THE SCHOOL TEACHES CHILDREN FROM 15 MONTHS OF AGE THROUGH GRADE 8.

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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 $32,392

Program Service Revenue $4,152,620

Investment Income $1,165

Other Revenue $33,622

TOTAL REVENUE $4,219,799

Expense Breakdown

Grants Paid $420,875

Salaries & Benefits $2,858,574

Fundraising Expenses $41,574

Program Expenses $3,089,141

Other Expenses $1,176,763

TOTAL EXPENSES $4,456,212

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,219,799	$4,458,394	-0.1%
Expenses	$4,456,212	$5,087,787	-0.1%
Net Income	$-236,413	$-629,393	-0.6%

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

100

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

$214,556

Total Directors

$214,556

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BEN SCARLET	TRUSTEE	2.00	Director	$0	$0	$0
EILEEN WILLISTON	TRUSTEE (INACTIVE AS OF 06/2025)	2.00	Director	$0	$0	$0
HILARY MAGLOTHIN	TRUSTEE	2.00	Director	$0	$0	$0
JACQUELYN N RAFTERY-HELMER	TRUSTEE	2.00	Director	$0	$0	$0
JAMES STECKART	HEAD OF SCHOOL (UNTIL 6/30/2025)	40.00	Officer Director	$214,556	$0	$214,556
JONATHAN AMBROSE	TRUSTEE	2.00	Director	$0	$0	$0
KATIE WILLIAMSON ARCIERI	CHAIR (INACTIVE AS OF 06/2025)	2.00	Officer Director	$0	$0	$0
KATI HAZRATI MERRILL	TRUSTEE (INACTIVE AS OF 02/2025)	2.00	Director	$0	$0	$0
KRISTIN FITZGERALD	TRUSTEE	2.00	Director	$0	$0	$0
MIKE MATTHEWS	TRUSTEE (INACTIVE AS OF 06/2025)	2.00	Director	$0	$0	$0
RAEDA ADDOUM	TRUSTEE (INACTIVE AS OF 4/2025)	2.00	Director	$0	$0	$0
TAMSIN MANSLEY	TRUSTEE	2.00	Officer Director	$0	$0	$0
VIVEK GUPTA	TRUSTEE	2.00	Director	$0	$0	$0
QUEEN ALLOTEY-PAPPOE	TRUSTEE	2.00	Director	$0	$0	$0
LEE G WATERHOUSE	DIRECTOR OF EDUCATION	40.00	Highest	$106,605	$6,037	$112,642
NICOLE DEROSA	DIRECTOR OF BUSINESS OPERATIONS (UNTIL 3/2025)	40.00	Highest	$111,835	$13,521	$125,356
JASON SCHEURLE	FORMER HEAD OF SCHOOL	0.00		$192,884	$0	$192,884

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	$4,219,799	$4,456,212	$5,346,003	$-236,413
2024	$4,458,394	$5,087,787	$5,818,354	$-629,393
2023	$4,543,056	$4,653,343	$6,742,905	$-110,287
2022	$4,834,409	$4,325,207	$7,292,842	$509,202
2021	$3,205,570	$3,298,055	$7,425,281	$-92,485
2020	$3,243,003	$3,401,736	$6,315,413	$-158,733
2019	$3,047,073	$3,367,597	$7,330,353	$-320,524

OAK MEADOW MONTESSORI SCHOOL INC