WEST SIDE MONTESSORI SCHOOL (EIN 131992185) - 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

1963

Legal Domicile

Principal Officer

MARY D BASSO

Phone

2126628000

Tax Period

2024-07-01 to 2025-06-30

WEST SIDE MONTESSORI SCHOOL, founded in 1963, is a mid-sized nonprofit that reported $15.1M in total revenue in fiscal year 2024. Revenue grew 19% year-over-year, indicating healthy expansion.

Mission

WE PREPARE CHILDREN TO BE RESILIENT, CREATIVE AND INDEPENDENT PROBLEM SOLVERS. WE ARE LEADERS IN TEACHING MONTESSORI PRINCIPLES AND INCORPORATE THE BEST PRACTICES OF MODERN EARLY CHILDHOOD EDUCATION IN OUR CLASSROOMS.

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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 $2,730,263

Program Service Revenue $11,682,610

Investment Income $668,839

Other Revenue $13,028

TOTAL REVENUE $15,094,740

Expense Breakdown

Grants Paid $1,177,113

Salaries & Benefits $9,692,085

Fundraising Expenses $427,715

Program Expenses $11,711,108

Other Expenses $4,260,244

TOTAL EXPENSES $15,254,442

Year-over-Year Comparison

	2024	2023	Change
Revenue	$15,094,740	$12,664,529	+0.2%
Expenses	$15,254,442	$13,391,460	+0.1%
Net Income	$-159,702	$-726,931	-0.8%

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

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

$778,828

Total Directors

$534,549

Key Employees

$200,846

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MIMI BASSO	HEAD OF SCHOOL	40.00	Officer Director	$471,518	$63,031	$534,549
IVA MILLS	VICE-PRESIDENT	2.00	Officer Director	$0	$0	$0
DANA BLISS	VICE-PRESIDENT	2.00	Officer Director	$0	$0	$0
SCOTT LI	TREASURER	2.00	Officer Director	$0	$0	$0
TENILLE PHAM SHELTON	SECRETARY	2.00	Officer Director	$0	$0	$0
MICHAEL CAPILOUTO	TRUSTEE	2.00	Director	$0	$0	$0
NIKKI CHASE-LEVIN	PRESIDENT	2.00	Officer Director	$0	$0	$0
STEVEN HAN	TRUSTEE	2.00	Director	$0	$0	$0
GEOFFREY KARAPETYAN	TRUSTEE	2.00	Director	$0	$0	$0
ANKUR KESWANI	TRUSTEE	2.00	Director	$0	$0	$0
KURT MILLER	TRUSTEE	2.00	Director	$0	$0	$0
YASMIN NOZARI	TRUSTEE	2.00	Director	$0	$0	$0
CHRISTINA WANG	TRUSTEE	2.00	Director	$0	$0	$0
JULIA EMANUEL	TRUSTEE	2.00	Director	$0	$0	$0
AVNER HUSEN	TRUSTEE	2.00	Director	$0	$0	$0
ANNIE KIM	TRUSTEE	2.00	Director	$0	$0	$0
ELLIE BURROWS GLUCK	PARENT REPRESENTATIVE	4.00	Director	$0	$0	$0
CHARLENE SU	TRUSTEE	2.00	Director	$0	$0	$0
KRISTIN CRAWFORD	TRUSTEE	2.00	Director	$0	$0	$0
GREG FELDMAN	TRUSTEE	2.00	Director	$0	$0	$0
ELIZABETH MARTORELLA	TRUSTEE	2.00	Director	$0	$0	$0
JOHN FREDERICK THYE	TRUSTEE	2.00	Director	$0	$0	$0
ALEX WASCH	TRUSTEE	2.00	Director	$0	$0	$0
ELIZABETH TYNDELL	TRUSTEE	2.00	Director	$0	$0	$0
JORDAN BLITZER	PARENT REPRESENTATIVE	4.00	Director	$0	$0	$0
MATTHEW BLOOM	CFO	40.00	Officer	$185,241	$59,038	$244,279
LISANNE PINCIOTTI	DIRECTOR OF TEP	40.00	Key Emp	$166,583	$34,263	$200,846
GRETCHEN AMBERG SLACK	HEAD TEACHER	40.00	Highest	$136,157	$31,688	$167,845
NADINE CARROLL	ASSOC. HEAD OF SCHOOL	40.00	Highest	$157,891	$20,148	$178,039
MELISSA MACK	ASSOCIATE DIRECTOR	40.00	Highest	$165,433	$37,948	$203,381
AMY STONEY	DIRECTOR OF OPERATIONS	40.00	Highest	$192,834	$22,532	$215,366
KATHERINE FORDNEY	EDUCATIONAL DIRECTOR	40.00	Highest	$144,025	$41,203	$185,228

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	$15,094,740	$15,254,442	$51,804,798	$-159,702
2024	$12,664,529	$13,391,460	$38,306,732	$-726,931
2023	$11,284,083	$11,752,766	$37,420,941	$-468,683
2022	$10,367,667	$10,616,513	$34,513,067	$-248,846
2021	$12,617,803	$10,250,637	$36,738,175	$2,367,166
2020	$10,542,848	$10,016,105	$33,911,523	$526,743
2019	$10,058,815	$10,301,784	$34,703,581	$-242,969

WEST SIDE MONTESSORI SCHOOL