WOODLAND HILL 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

1965

Legal Domicile

Principal Officer

ASHLEY MOSCHOURIS

Phone

5182835400

Tax Period

2024-07-01 to 2025-06-30

WOODLAND HILL MONTESSORI SCHOOL, founded in 1965, is a community nonprofit in the Education sector that reported $7.3M in total revenue in fiscal year 2024. Expenses of $6.8M left a modest 6% surplus.

Mission

WOODLAND HILL MONTESSORI SCHOOL - A DIVERSE AND ENGAGING EDUCATIONAL PARTNERSHIP OF PARENTS, TEACHERS, CHILDREN, AND COMMUNITY - NURTURES A CHILD'S LOVE OF LEARNING AND SENSE OF SOCIAL AND PERSONAL RESPONSIBILITY USING THE CHILD-CENTERED MONTESSORI PHILOSOPHY AND CURRICULUM TO DEVELOP THE INTELLECTUAL, SPIRITUAL, PHYSICAL, ARTISTIC, AND ACADEMIC EXCELLENCE INHERENT IN EACH CHILD.

Program Service Accomplishments

Program 1

Expenses: $5,506,281 Revenue: $5,847,897

CLASSROOM/EDUCATIONAL ACTIVITIES - A DIVERSE AND ENGAGING EDUCATIONAL PARTNERSHIP BETWEEN PARENTS, TEACHERS, CHILDREN, AND COMMUNITY. WE STRIVE TO NURTURE A CHILD'S LOVE OF LEARNING AND SENSE OF...

CLASSROOM/EDUCATIONAL ACTIVITIES - A DIVERSE AND ENGAGING EDUCATIONAL PARTNERSHIP BETWEEN PARENTS, TEACHERS, CHILDREN, AND COMMUNITY. WE STRIVE TO NURTURE A CHILD'S LOVE OF LEARNING AND SENSE OF SOCIAL AND PERSONAL RESPONSIBILITY USING THE CHILD-CENTERED MONTESSORI PHILOSOPHY AND CURRICULUM TO DEVELOP INTELLECTUAL, SPIRITUAL, PHYSICAL, ARTISTIC, AND ACADEMIC EXCELLENCE INHERENT IN EACH CHILD.

Program 2

Expenses: $177,562 Revenue: $398,477

THE SUMMER PROGRAM BEGINS WITH A DEEP RESPECT FOR EACH CHILD AS AN INDIVIDUAL. WE USE MONTESSORI METHODS TO EDUCATE AND INSPIRE INTEREST IN LEARNING AND THE EXPLORATION OF SCIENCE, NATURE AND GLOBAL...

Program 3

Expenses: $74,292 Revenue: $684,961

THROUGHOUT THE SCHOOL YEAR, WE OFFER EXTRACURRICULAR PROGRAMS TO ENHANCE CHILDRENS LEARNING AND TAP INTO THEIR INDIVIDUAL AREAS OF INTEREST. CLASSES ARE DIVIDED BT AGE AND CATEGORY, OFFERING...

THROUGHOUT THE SCHOOL YEAR, WE OFFER EXTRACURRICULAR PROGRAMS TO ENHANCE CHILDRENS LEARNING AND TAP INTO THEIR INDIVIDUAL AREAS OF INTEREST. CLASSES ARE DIVIDED BT AGE AND CATEGORY, OFFERING SOMETHING FOR EVERYONE. CLASSES ARE HELD ON LOCATION AND OCCUR DIRECTLY FOLLOWING THE SCHOOL DAY, ELIMINATING ANY ADDITIONAL CHAUFFEURING FOR OUR PARENTS.

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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 $226,088

Program Service Revenue $6,842,607

Investment Income $180,077

Other Revenue $5,263

TOTAL REVENUE $7,254,035

Expense Breakdown

Grants Paid $881,922

Salaries & Benefits $4,182,563

Fundraising Expenses $108,269

Program Expenses $5,758,135

Other Expenses $1,730,268

TOTAL EXPENSES $6,794,753

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,254,035	$6,835,588	+0.1%
Expenses	$6,794,753	$6,618,764	+0.0%
Net Income	$459,282	$216,824	+1.1%

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

113

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

$264,970

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JULIE MASSRY KNOX	PRESIDENT	10.00	Officer Director	$0	$0	$0
MICHAEL LOGAN ESQ	SECRETARY	2.00	Officer Director	$0	$0	$0
ERIKA SOLOMON	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
ANDREW MCCLAIN	TRUSTEE	2.00	Director	$0	$0	$0
WENDY GILMAN	TRUSTEE	2.00	Director	$0	$0	$0
JESSE ROBERTS	TRUSTEE	2.00	Director	$0	$0	$0
SARA STEVENS	TRUSTEE	2.00	Director	$0	$0	$0
REX TIEN	TRUSTEE	2.00	Director	$0	$0	$0
ELIZABETH ARMSTRONG	TREASURER	2.00	Officer Director	$0	$0	$0
JULIE CLANCY	TRUSTEE	2.00	Director	$0	$0	$0
JAMES BROWNING	TRUSTEE	2.00	Director	$0	$0	$0
CASEY PARKER	TRUSTEE	2.00	Director	$0	$0	$0
LISA MCGRATH	TRUSTEE	2.00	Director	$0	$0	$0
COALTON BENNETT	TRUSTEE	2.00	Director	$0	$0	$0
MICHELLE EDWARDS	HEAD OF SCHOOL	45.00	Officer	$158,655	$23,869	$182,524
ASHLEY MOSCHOURIS	CHIEF FINANCIAL OFFICER	45.00	Officer	$80,374	$2,072	$82,446

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	$7,254,035	$6,794,753	$13,777,986	$459,282
2024	$6,835,588	$6,618,764	$13,360,798	$216,824
2023	$7,957,375	$6,159,781	$12,423,200	$1,797,594
2022	$6,400,306	$5,877,384	$10,259,670	$522,922
2021	$5,278,079	$5,448,882	$11,045,797	$-170,803
2020	$5,199,962	$5,029,670	$11,407,928	$170,292
2019	$5,972,309	$4,828,929	$10,493,007	$1,143,380
2018	$4,611,938	$4,498,133	$8,523,839	$113,805