THE AMERICAN MONTESSORI SOCIETY INC (EIN 060766308) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1960

Legal Domicile

Principal Officer

MUNIR SHIVJI

Phone

2123581250

Tax Period

2024-07-01 to 2025-06-30

THE AMERICAN MONTESSORI SOCIETY INC, founded in 1960, is a community nonprofit in the Education sector that reported $7.7M in total revenue in fiscal year 2024. Expenses of $7.4M left a modest 4% surplus.

Mission

AMS PROVIDES THE LEADERSHIP AND RESOURCES TO MAKE MONTESSORI A SIGNIFICANT AND ENDURING VOICE IN EDUCATION. WE SERVE OUR MEMBERS, ADVOCATE AND CHAMPION MONTESSORI PRINCIPLES.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $3,514,699

Program Service Revenue $3,670,408

Investment Income $374,454

Other Revenue $143,841

TOTAL REVENUE $7,703,402

Expense Breakdown

Grants Paid $62,600

Salaries & Benefits $3,702,359

Fundraising Expenses $194,815

Program Expenses $6,205,671

Other Expenses $3,653,541

TOTAL EXPENSES $7,418,500

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,703,402	$7,838,867	0.0%
Expenses	$7,418,500	$7,511,971	0.0%
Net Income	$284,902	$326,896	-0.1%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

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

$539,803

Total Directors

Key Employees

$201,707

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANITA HANKS	PRESIDENT FROM 4/2025; VP TO 3/2025	3.00	Officer Director	$0	$0	$0
AMIRA MOGAJI	PRESIDENT TO 3/2025	3.00	Officer Director	$0	$0	$0
DEBBIE SENOFF-LANGFORD	TREASURER	3.00	Officer Director	$0	$0	$0
GEOFFREY BISHOP	VP FROM 4/2025;MEMBER-AT-LG TO 3/25	3.00	Officer Director	$0	$0	$0
ROBYN BREIMAN	SEC'Y FROM 4/2025; DIR TO 3/2025	3.00	Officer Director	$0	$0	$0
CANDACE PROCTOR	SECRETARY TO 3/2025	3.00	Officer Director	$0	$0	$0
LAURA SAYLOR	MEMBER-AT-LARGE FROM 4/2025	3.00	Officer Director	$0	$0	$0
SABRINA BINKLEY	DIRECTOR	3.00	Director	$0	$0	$0
WENDY DI	DIRECTOR	3.00	Director	$0	$0	$0
MARGARITA DIAZ	DIRECTOR	3.00	Director	$0	$0	$0
LUZ CASQUEJO JOHNSTON	DIRECTOR	3.00	Director	$0	$0	$0
SALONI MATHUR	DIRECTOR	3.00	Director	$0	$0	$0
MICHELLE MORRISON	DIRECTOR	3.00	Director	$0	$0	$0
MARY BETH RICKS	DIRECTOR	3.00	Director	$0	$0	$0
MICHELLE SEYLLER	DIRECTOR	3.00	Director	$0	$0	$0
MUNIR SHIVJI	EXECUTIVE DIRECTOR	55.00	Officer	$286,704	$17,088	$303,792
DEB HOFFMAN	SR DIR OF FINANCE & PEOPLE OPS	50.00	Officer	$211,981	$24,030	$236,011
GINA TALIAFERRO	SR DIR OF EDUCATION & STRAT INIT	40.00	Key Emp	$183,838	$17,869	$201,707
JASON ROTH	SR DIR OF MARKETING	40.00	Highest	$174,074	$7,739	$181,813
MELANIE THIESE	SR DIR OF MEMBERSHIP & SCH ACCRED	40.00	Highest	$153,972	$10,407	$164,379
MARIE CONTI	SR DIR OF COMMUNITY & EVENTS	40.00	Highest	$127,736	$14,942	$142,678
DEAN BLASE	DEPUTY DIR OF EDUCATION	40.00	Highest	$125,910	$18,316	$144,226
MELAHRINI PAPADIMITRIOU	DIR OF TEACHER EDUCATION	40.00	Highest	$112,727	$21,483	$134,210

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	$7,703,402	$7,418,500	$9,342,041	$284,902
2024	No data	No data	No data	No data
2023	$8,336,649	$7,075,001	$8,134,322	$1,261,648
2022	$7,238,235	$5,797,088	$7,200,443	$1,441,147
2021	$5,414,257	$4,695,910	$6,950,492	$718,347
2020	$3,748,989	$6,283,753	$6,315,893	$-2,534,764
2019	$7,049,014	$8,120,757	$6,592,949	$-1,071,743
2018	$6,825,901	$6,000,831	$8,118,800	$825,070

THE AMERICAN MONTESSORI SOCIETY INC