Hans Christian Andersen Montessori School (EIN 060855974) - 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

1969

Legal Domicile

Phone

8606465727

Tax Period

2024-07-01 to 2025-06-30

Hans Christian Andersen Montessori School, founded in 1969, is a small nonprofit that reported $337K in total revenue in fiscal year 2024. Revenue surged 29% from the prior year, signaling strong growth momentum. The organization ran a surplus of $96K, a strong 29% operating margin.

Mission

To create a community where children can learn and grow to their true porential in an environment that fosters independent thinking and allows each child to gain the confidence within themselves to become life-long learners.

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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 $3,600

Program Service Revenue $307,027

Investment Income $7,535

Other Revenue $18,579

TOTAL REVENUE $336,741

Expense Breakdown

Grants Paid $0

Salaries & Benefits $200,315

Fundraising Expenses $0

Program Expenses $173,133

Other Expenses $40,149

TOTAL EXPENSES $240,464

Year-over-Year Comparison

	2024	2023	Change
Revenue	$336,741	$260,115	+0.3%
Expenses	$240,464	$240,600	0.0%
Net Income	$96,277	$19,515	+3.9%

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

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
Zachary Schurin	Member	1.00	Director	$0	$0	$0
Lauren Elliott	Secretary	1.00	Officer Director	$0	$0	$0
Katharine Chicarello	Chairperson	1.00	Officer Director	$0	$0	$0
Joshua Klein	Treasurer	1.00	Officer Director	$0	$0	$0
Lisa Cameron	Vice Chair	1.00	Officer Director	$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
2025	$336,741	$240,464	$390,298	$96,277
2024	$260,115	$240,600	$304,125	$19,515
2023	$235,752	$241,714	$283,427	$-5,962
2022	$260,505	$205,861	$304,413	$54,644
2021	$216,899	$205,083	$287,007	$11,816
2020	$220,913	$229,140	$279,717	$-8,227
2019	$237,285	$220,320	$269,504	$16,965

Hans Christian Andersen Montessori School