NEWTOWN MONTESSORI SOCIETY DBA FRASER WOODS MONTESSORI SCHOOL (EIN 060852235) - 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

1968

Legal Domicile

Principal Officer

DAVID NEWMAN

Phone

2034263390

Tax Period

2024-07-01 to 2025-06-30

NEWTOWN MONTESSORI SOCIETY DBA FRASER WOODS MONTESSORI SCHOOL, founded in 1968, is a community nonprofit that reported $4.8M in total revenue in fiscal year 2024. Revenue surged 35% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.5M, a strong 31% operating margin.

Mission

FRASER WOODS MONTESSORI SCHOOL CULTIVATES COMPASSIONATE, SELF-CONFIDENT, JOYFUL CITIZENS OF THE WORLD BY RESPECTING THE INDIVIDUALITY OF EACH CHILD BY CHALLENGING STUDENTS TO ACHIEVE THEIR FULL POTENTIAL IN A NURTURING ENVIRONMENT AND BY INSPIRING CURIOSITY, CREATIVITY, CRITICAL THINKING AND 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%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $796,257

Program Service Revenue $3,881,211

Investment Income $106,152

Other Revenue $0

TOTAL REVENUE $4,783,620

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,549,597

Fundraising Expenses $28,460

Program Expenses $2,404,512

Other Expenses $760,847

TOTAL EXPENSES $3,310,444

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,783,620	$3,534,957	+0.4%
Expenses	$3,310,444	$3,008,457	+0.1%
Net Income	$1,473,176	$526,500	+1.8%

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

$250,013

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANDREW GRAY	TREASURER	1.00	Officer Director	$0	$0	$0
ANNIE RETTER	TRUSTEE	1.00	Director	$0	$0	$0
PAT WERNER	TRUSTEE	3.00	Officer Director	$0	$0	$0
GLENN DICOSTANZO	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
DAVID NEWMAN	HEAD OF SCHOOL	50.00	Director	$243,688	$6,325	$250,013
KRISTINA HOWARD	TRUSTEE	1.00	Director	$0	$0	$0
CAROL JUEL	TRUSTEE	1.00	Officer Director	$0	$0	$0
BEN HILDEBRAND	PRESIDENT	1.00	Director	$0	$0	$0
KATE BOKE	SECRETARY	1.00	Officer Director	$0	$0	$0
BRANDON DUFOUR	TRUSTEE	1.00	Director	$0	$0	$0
KENDALL HORCH	TRUSTEE	1.00	Director	$0	$0	$0
LAUREN CASTAGNOLA	TRUSTEE	1.00	Director	$0	$0	$0
DAMIEN HOOPER-CAMPBELL	TRUSTEE	1.00	Director	$0	$0	$0
ANNE PEARSON	EMPLOYEE	40.00	Highest	$130,000	$3,386	$133,386
REGINA TRYFOROS	EMPLOYEE	40.00	Highest	$110,000	$3,859	$113,859

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	$4,783,620	$3,310,444	$8,296,197	$1,473,176
2024	$3,534,957	$3,008,457	$6,711,585	$526,500
2023	$4,255,586	$2,449,702	$5,960,469	$1,805,884
2022	$2,364,120	$2,018,785	$4,112,989	$345,335
2021	$1,994,618	$1,904,608	$3,733,373	$90,010
2020	$2,171,707	$2,490,456	$3,492,486	$-318,749
2019	$2,530,203	$2,542,670	$3,631,569	$-12,467
2018	$2,728,878	$2,520,945	$3,710,064	$207,933

NEWTOWN MONTESSORI SOCIETY DBA FRASER WOODS MONTESSORI SCHOOL