MEETING HOUSE MONTESSORI INC (EIN 043204076) - 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

1993

Legal Domicile

Principal Officer

Stephen Chevalier Putnam

Tax Period

2023-09-01 to 2024-08-31

MEETING HOUSE MONTESSORI INC, founded in 1993, is a community nonprofit in the Unknown sector that reported $1.4M in total revenue in fiscal year 2023. Expenses of $1.6M exceeded revenue, resulting in a 14% operating deficit.

Mission

EDUCATIONAL SCHOOL

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,368,665

Investment Income $0

Other Revenue $50,274

TOTAL REVENUE $1,418,939

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,327,928

Fundraising Expenses $0

Program Expenses $1,506,449

Other Expenses $284,959

TOTAL EXPENSES $1,612,887

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,418,939	$1,487,716	0.0%
Expenses	$1,612,887	$1,451,147	+0.1%
Net Income	$-193,948	$36,569	-6.3%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kim Donahue	DIRECTORTEACHER	40.00	Director Highest	$0	$0	$0
Pamela Burke	Secretary Director	5.00	Director	$0	$0	$0
Amy Andrews	Director	5.00	Director	$0	$0	$0
Taen J Tamulionis	DIRECTOR	40.00	Director	$0	$0	$0
Caren Chevalier-Putnam	PRESDIREDU	40.00	Officer Director	$0	$0	$0
Stephen Chevalier Putnam	DIRECTORADMI	30.00	Officer Director	$0	$0	$0
Kelly Dolan	Employee	40.00	Highest	$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
2024	$1,418,817	$1,601,195	$1,156,170	$-182,378
2024	$1,418,939	$1,612,887	$1,155,436	$-193,948
2023	$1,487,716	$1,451,147	$1,013,674	$36,569
2022	$1,516,117	$1,276,784	$877,577	$239,333
2021	$1,596,942	$1,302,322	$575,431	$294,620
2020	$1,287,428	$1,377,350	$432,295	$-89,922
2019	$1,231,700	$1,361,454	$370,165	$-129,754

MEETING HOUSE MONTESSORI INC