ASSOCIATION MONTESSORI INTERNATIONAL OF THE UNITED STATES (EIN 060907709) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1972

Legal Domicile

Principal Officer

KALINDA BASS-BARLOW

Phone

7037469919

Tax Period

2024-08-01 to 2025-07-31

ASSOCIATION MONTESSORI INTERNATIONAL OF THE UNITED STATES, founded in 1972, is a community nonprofit that reported $1.6M in total revenue in fiscal year 2017. Revenue surged 36% from the prior year, signaling strong growth momentum. Expenses of $1.3M left a modest 15% surplus.

Mission

ASSOCIATION MONTESSORI INTERNATIONAL OF THE UNITED STATES (AMI/USA) BRINGS THE PRINCIPLES OF DR. MARIA MONTESSORI TO THE EDUCATION OF CHILDREN, TO HELP THEM ATTAIN THEIR FULL POTENTIAL IN OUR SOCIETY.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $12,366

Program Service Revenue $1,192,268

Investment Income $89,370

Other Revenue $29,021

TOTAL REVENUE $1,323,025

Expense Breakdown

Grants Paid $30,773

Salaries & Benefits $582,156

Fundraising Expenses $95,621

Program Expenses $1,522,164

Other Expenses $1,322,549

TOTAL EXPENSES $1,935,478

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,323,025	$1,606,031	-0.2%
Expenses	$1,935,478	$1,780,444	+0.1%
Net Income	$-612,453	$-174,413	+2.5%

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

$153,042

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KELLY JARRELL	CO BOARD CHAIR	2.00	Officer Director	$0	$0	$0
MICHELLE BECKA	CO BOARD CHAIR	1.00	Officer Director	$0	$0	$0
JACQUI MILLER	BOARD MEMBER	2.00	Director	$0	$0	$0
ALLISON JONES	BOARD MEMBER	2.00	Director	$0	$0	$0
DR KIMBERLY ROLSTON	BOARD MEMBER	1.00	Director	$0	$0	$0
BARBARA ENRIGHT	BOARD MEMBER	2.00	Director	$0	$0	$0
VIRGINIA BROOKS	BOARD MEMBER	1.50	Director	$0	$0	$0
ZOE PAUL	BOARD MEMBER	1.50	Director	$0	$0	$0
KALINDA BASS-BARLOW	INTERIM EXECUTIVE DIRECTOR	40.00	Officer	$12,917	$0	$12,917
AYIZE SABATER	PREVIOUS EXECUTIVE DIRECTOR	40.00	Officer	$140,125	$0	$140,125

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	$1,323,025	$1,935,478	$1,087,139	$-612,453
2024	$1,606,031	$1,780,444	$1,815,508	$-174,413
2023	$1,819,467	$2,220,103	$2,069,127	$-400,636
2022	$1,618,644	$1,463,518	$2,468,638	$155,126
2021	$1,369,730	$1,041,753	$2,422,014	$327,977
2020	$1,622,857	$1,453,660	$1,897,222	$169,197
2019	$1,323,807	$1,370,676	$1,648,838	$-46,869
2018	$1,573,424	$1,339,752	$1,615,258	$233,672
2018	$1,573,424	$1,339,752	$1,615,258	$233,672

ASSOCIATION MONTESSORI INTERNATIONAL OF THE UNITED STATES