Grumman Hill Montessori Association Inc

EIN: 060806565 501(c)(3) Education

Wilton, CT

Total Revenue
$4,511,984
Total Expenses
$3,645,633
Total Assets
$8,780,047
Net Assets
$8,228,263
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1964
Legal Domicile
CT
Principal Officer
Lois Amador
Phone
2038340440
Tax Period
2024-07-01 to 2025-06-30

Grumman Hill Montessori Association Inc, founded in 1964, is a community nonprofit in the Education sector that reported $4.5M in total revenue in fiscal year 2024. Revenue grew 8% year-over-year, indicating healthy expansion. The organization ran a surplus of $866K, a strong 19% operating margin.

Mission

The mission of the Grumman Hill Montessori Association, Inc. operating as Seven Acres Montessori is:Inspiring a joyful community of independent thinkers to lead with confidence and compassion.-Upholding the ethos of Montessori-Creating an inclusive, family-oriented community-Respecting children as self-directed individuals-Fostering their growing independence-Cultivating a strong sense of social responsibility

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $345,165
Program Service Revenue $3,914,639
Investment Income $197,475
Other Revenue $54,705
TOTAL REVENUE $4,511,984

Expense Breakdown

Grants Paid $0
Salaries & Benefits $2,893,020
Fundraising Expenses $83,949
Program Expenses $3,153,577
Other Expenses $752,613
TOTAL EXPENSES $3,645,633

Year-over-Year Comparison

2024 2023 Change
Revenue $4,511,984 $4,167,359 +0.1%
Expenses $3,645,633 $3,484,049 +0.0%
Net Income $866,351 $683,310 +0.3%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
16
Independent Members
16
Employees
44
Volunteers
100

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
7
$344,658
Total Directors
18
$344,658
Key Employees
0
$0
Highest Compensated
2
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
David L Godfrey Trustee 5.00
Director
$0 $0 $0
Lisa Potter Head of School 40.00
Officer Director
$199,143 $11,766 $210,909
Jennifer Ancker Whelen Trustee 5.00
Director
$0 $0 $0
Kevin Ashley Trustee 5.00
Director
$0 $0 $0
Sharon Grace Secretary 5.00
Officer Director
$0 $0 $0
Laura Case President 5.00
Officer Director
$850 $0 $850
Allen Huang Trustee 5.00
Director
$0 $0 $0
Thomas Rosiello Trustee 5.00
Director
$0 $0 $0
Nicole Malcom-Manyara Vice President 5.00
Officer Director
$0 $0 $0
Alfonsina Betancourt At Large 5.00
Officer Director
$0 $0 $0
Angela Sijuwade Trustee 5.00
Director
$0 $0 $0
Dana Eisenberg Trustee 5.00
Director
$0 $0 $0
Crystal McGeary Trustee 5.00
Director
$0 $0 $0
Alex Savelyeva Trustee 5.00
Director
$0 $0 $0
Britt Whelpley Treasurer 5.00
Officer Director
$0 $0 $0
Ilia Weitzer Trustee 5.00
Director
$0 $0 $0
Lois Amador Chief Financial Officer 40.00
Officer Director
$121,133 $11,766 $132,899
Sarah Dzhus Trustee 5.00
Director
$0 $0 $0
Cynthia A Dineen IT Director 40.00
Highest
$107,079 $11,766 $118,845
Ashley C Grob Director of Admissions/Ass 40.00
Highest
$108,264 $2,500 $110,764
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 $4,511,984 $3,645,633 $8,780,047 $866,351
2024 $4,167,359 $3,484,049 $7,682,604 $683,310
2023 $4,846,456 $3,215,878 $6,641,510 $1,630,578
2022 $3,575,788 $2,891,027 $4,858,178 $684,761
2021 $3,248,137 $2,757,029 $4,478,732 $491,108
2020 $3,472,726 $3,043,235 $3,947,471 $429,491
2019 $3,380,212 $3,301,456 $3,607,953 $78,756
2018 $3,531,861 $3,065,708 $3,540,577 $466,153
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