METROPOLITAN MONTESSORI SCHOOL

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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

1967

Legal Domicile

Principal Officer

JIM MAFFEZZOLI

Phone

2125795525

Tax Period

2022-07-01 to 2023-06-30

METROPOLITAN MONTESSORI SCHOOL, founded in 1967, is a community nonprofit that reported $7.4M in total revenue in fiscal year 2022. Revenue decreased 20% compared to the prior year. Expenses of $8.4M exceeded revenue, resulting in a 14% operating deficit.

Mission

THE METROPOLITAN MONTESSORI SCHOOL IS DEDICATED TO PROVIDING AN INCLUSIVE, ENRICHING, NURTURING AND RIGOROUS ENVIRONMENT WHERE EACH CHILD IS SEEN AS CAPABLE AND ENCOURAGED TO GROW TO THEIR FULLEST POTENTIAL ACADEMICALLY, EMOTIONALLY AND SOCIALLY. THE DYNAMIC PARTNERSHIP OF CHILD, PARENT, AND TEACHER CREATES A CONSISTENT MONTESSORI FRAMEWORK OFFERING "AN EDUCATION FOR LIFE."

Program Service Accomplishments

Program 1

Expenses: $6,898,675 Revenue: $7,110,609

THE SCHOOL'S PROGRAMS INCLUDE: (A) THE STEPPING STONES PROGRAM, A BEGINNING MONTESSORI PROGRAM FOR CHILDREN WHO ARE TWO YEARS AND EIGHT MONTHS TO THREE YEARS OLD; (B) THE PRIMARY PROGRAM DESIGNED FOR CHILDREN BETWEEN THE AGES OF THREE YEARS OLD TO SIX YEARS OLD; (C) THE LOWER ELEMENTARY PROGRAM DESIGNED FOR CHILDREN BETWEEN THE AGES OF SIX AND NINE YEARS OLD AND; (D) THE UPPER ELEMENTARY PROGRAM WHICH INCLUDES GRADES FOUR TO FIVE; (E) THE MIDDLE SCHOOL PROGRAM WHICH IS THE EQUIVALENT OF GRADES SIX TO EIGHT. IN ADDITION, THE SCHOOL PROVIDES SPECIALTY CLASSES IN FOREIGN LANGUAGES, MUSIC, VISUAL ARTS, AND IN PHYSICAL EDUCATION, LIBRARY AND COMPUTER SKILLS.

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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 (2022)

Revenue Breakdown

Contributions & Grants $178,932

Program Service Revenue $7,110,609

Investment Income $36,674

Other Revenue $44,834

TOTAL REVENUE $7,371,049

Expense Breakdown

Grants Paid $2,014,987

Salaries & Benefits $3,857,974

Fundraising Expenses $85,537

Program Expenses $6,898,675

Other Expenses $2,513,773

TOTAL EXPENSES $8,386,734

Year-over-Year Comparison

	2022	2021	Change
Revenue	$7,371,049	$9,204,391	-0.2%
Expenses	$8,386,734	$9,715,656	-0.1%
Net Income	$-1,015,685	$-511,265	+1.0%

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

$855,814

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JIM MAFFEZZOLI	BOARD CHAIR	2.00	Officer Director	$0	$0	$0
CLAUDIA HAMILTON	CO-VICE CHAIR	2.00	Officer Director	$0	$0	$0
ZOE VLACHOS	CO-VICE CHAIR	2.00	Officer Director	$0	$0	$0
PHIL LAMARIANA	TREASURER	2.00	Officer Director	$0	$0	$0
IVY LAPIDES	SECRETARY	2.00	Officer Director	$0	$0	$0
ALVIN CRAWFORD	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT HORLER	TRUSTEE	1.00	Director	$0	$0	$0
JAMES HUNT	TRUSTEE, THRU 11/12/22	1.00	Director	$0	$0	$0
PIM KRAAIJEVELD	TRUSTEE	1.00	Director	$0	$0	$0
LIBBIE RICE	TRUSTEE	1.00	Director	$0	$0	$0
SHIRLEY TILGHMAN	TRUSTEE	1.00	Director	$0	$0	$0
THOMAS VITIELLO	TRUSTEE	1.00	Director	$0	$0	$0
FRED WANG	TRUSTEE	1.00	Director	$0	$0	$0
RACHEAL ADRIKO	HEAD OF SCHOOL	40.00	Officer	$549,917	$200,204	$750,121
ALEXANDER ASNES CHIEF	FINANCIAL OFFICER, THRU 8/5/2022	40.00	Officer	$87,689	$18,004	$105,693
JODY QUAM	HEAD OF ELEMENTARY	40.00	Highest	$128,036	$24,412	$152,448
INGRID KOH	DEAN OF MATH & SCIENCE	40.00	Highest	$122,633	$22,933	$145,566
KARINA CRUZ	HEAD, CHILDREN'S HOUSE	40.00	Highest	$116,220	$28,282	$144,502
MARIELLE LOPEZ	DIRECTOR OF ADMISSION	40.00	Highest	$111,677	$30,089	$141,766
LORI JOACHIM ADMIN	SUPPORT & TEACHER, THRU 5/30/2023	40.00	Highest	$107,359	$28,202	$135,561

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
2023	$7,371,049	$8,386,734	No data	$-1,015,685
2023	$7,371,049	$8,386,734	No data	$-1,015,685
2022	$9,204,391	$9,715,656	$27,268,812	$-511,265
2021	$8,129,408	$9,157,582	$29,899,366	$-1,028,174
2020	$9,380,988	$10,148,635	$30,065,854	$-767,647
2019	$9,128,870	$9,292,539	$30,419,996	$-163,669
2018	$8,800,705	$8,747,750	$30,692,952	$52,955