BRONXVILLE MONTESSORI SCHOOL (EIN 132909897) - 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

1987

Legal Domicile

Principal Officer

JEAN NELSON

Phone

9147932083

Tax Period

2023-07-01 to 2024-06-30

BRONXVILLE MONTESSORI SCHOOL, founded in 1987, is a community nonprofit in the Education sector that reported $2.1M in total revenue in fiscal year 2023. Revenue surged 23% from the prior year, signaling strong growth momentum.

Mission

TO PROVIDE SERVICES AND INSTRUCTION IN A MONTESSORI ENVIRONMENT FOR PRESCHOOL CHILDREN.

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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 (2023)

Revenue Breakdown

Contributions & Grants $85,560

Program Service Revenue $2,029,392

Investment Income $0

Other Revenue $0

TOTAL REVENUE $2,114,952

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,568,710

Fundraising Expenses $0

Program Expenses $1,592,263

Other Expenses $536,564

TOTAL EXPENSES $2,105,274

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,114,952	$1,714,850	+0.2%
Expenses	$2,105,274	$1,770,206	+0.2%
Net Income	$9,678	$-55,356	-1.2%

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
DEIRDRE COCOCCIA	1374 MIDLAND AVENUE BRONXVILLE, NY 10708	2.00	Officer Director Highest	$0	$0	$0
STEPHANIE FEINGOLD	300 MARTINE AVENUE WHITE PLAINS, NY 10601	2.00	Officer Director	$0	$0	$0
ARLENE DONEGAN	66 ROUNDTOP ROAD YONKERS, NY	1.00	Officer Director	$0	$0	$0
ANDREAS HENZER	687 BRONX RIVER RD YONKERS, NY	1.00	Officer Director	$0	$0	$0
ROBERT MCDONALD	26 SOUNDVIEW TERRACE BRONX, NY	1.00	Director	$0	$0	$0
ANN PETRALITO	2 PLEASANT ST COS COB, CT 06807	1.00	Director	$0	$0	$0
Brenda Pilson	22 Bayard Street New Rochelle, NY 10805	1.00	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	No data	No data	No data	No data
2024	$2,114,952	$2,105,274	$968,806	$9,678
2023	$1,832,518	$1,768,664	$1,033,583	$63,854
2022	$1,471,305	$1,454,553	$942,237	$16,752
2021	$1,217,978	$875,631	$647,815	$342,347
2020	$801,540	$963,979	$339,882	$-162,439
2019	$1,161,462	$1,181,497	No data	$-20,035

BRONXVILLE MONTESSORI SCHOOL