MEETING HOUSE MONTESSORI INC

EIN: 043204076 501(c)(3) 501(c)(3) Corporation

25 BROW AVENUE, BRAINTREE, MA, 021846309

Total Revenue
$1,418,939
Total Expenses
$1,612,887
Total Assets
$1,155,436
Net Assets
$278,875

Tuckman-Chang Vulnerability Assessment

Research-Based

Academic framework for nonprofit financial sustainability (Tuckman & Chang, 1991)

Equity Deficiency
0.17
⚠ Vulnerable — <3 mo. reserves
Revenue Concentration
0.93
⚠ High Risk — Concentrated
Admin Flexibility
0.0%
⚠ Too Lean — No room to cut
Operating Sustainability
-13.7%
⚠ Deficit — Unsustainable
Overall Vulnerability Assessment
Based on 4 vulnerability indicators
⚠ HIGH RISK
4/4 flags
Equity deficiency (<0.25) 🚩 Flagged
Revenue concentration (>0.60) 🚩 Flagged
Admin too lean (<10%) 🚩 Flagged
Operating deficit (<0%) 🚩 Flagged

About: The Tuckman-Chang framework identifies four key indicators of financial vulnerability. 0 flags = low risk, 1–2 = moderate risk, 3–4 = high risk. Validated across thousands of nonprofits since 1991.

Learn more about the Tuckman-Chang methodology →

Financial Trends

Organization Details

Formation Year
1993
Legal Domicile
MA
Principal Officer
Stephen Chevalier Putnam
Tax Period
September 2023 - August 2024

MEETING HOUSE MONTESSORI INC is a 501(c)(3) with EIN 043204076, based in 25 BROW AVENUE, BRAINTREE, MA, 021846309. Founded in 1993, the organization files IRS Form 990 and reported its most recent data for fiscal year 2023. In that period, it reported $1,418,939 in total revenue and $1,612,887 in total expenses, with net assets of $278,875. Its Trantor Score is 536 (Poor), reflecting its financial health based on liquidity, solvency, and operational efficiency.

Mission

EDUCATIONAL SCHOOL

Trantor Score

Financial Health & Payment Capacity Assessment

Score based on: Liquidity (40%), Solvency (30%), Sustainability (20%), Efficiency (10%)

536
Poor
High Risk
FICO Scale: 300–850

Liquidity (40%)
0.46
+100 pts
Solvency (30%)
0.40
+65 pts
Sustainability (20%)
0.32
+35 pts
Efficiency (10%)
0.63
+34 pts
Learn more about the Trantor Score methodology →

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 -4.6%
Expenses $1,612,887 $1,451,147 +11.1%
Net Income $-193,948 $36,569 -630.4%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required

Financial Health Indicators

Financial Distress Indicator (Altman Z-Score)
⚠ Gray Zone — Moderate risk, monitor closely
1.46
>2.6 safe · 1.1–2.6 gray · <1.1 distress

Learn about the Altman Z-Score methodology adapted for nonprofits →

Liquidity & Cash Position

Current Ratio
1.55
Target: >2.0 is healthy
Cash Reserve
5.3
Months of expenses covered
Cash to Assets
61.3%
Liquid asset ratio
Working Capital
$251,018
Current assets − liabilities

Solvency & Debt Position

Solvency Ratio
1.32
Assets / Liabilities (>1 is solvent)
Debt Ratio
75.9%
Liabilities / Assets (lower is better)
Debt to Net Assets
3.14
Leverage ratio

Revenue Sustainability & Diversification

Self-Sufficiency
96.5%
Program revenue / Total revenue
Donation Dependence
0.0%
Contributions / Total revenue
Revenue Concentration
96.5%
Largest source (lower = more diverse)

Operational Performance

Admin Efficiency
0.0%
Target: 10–20% is optimal
Asset Turnover
1.23x
Revenue / Assets
Expense Coverage
2.1
Months can operate w/o income
Surplus Margin
-13.7%
Net income / Revenue

Growth Indicators

Net Assets Growth
-41.0%
Year-over-year change

Governance

Voting Members
5
Independent Members
3
Employees
19
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
2
$0
Total Directors
6
$0
Key Employees
0
$0
Highest Compensated
2
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
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