MONTESSORI SCHOOL OF SYRACUSE (EIN 161477262) - 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

1995

Legal Domicile

Principal Officer

MARY O' CONNOR

Phone

3154499033

Tax Period

2024-07-01 to 2025-06-30

MONTESSORI SCHOOL OF SYRACUSE, founded in 1995, is a community nonprofit in the Education sector that reported $2.1M in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $1.9M left a modest 9% surplus.

Mission

TO PROVIDE A POSITVE LEARNING EXPERIENCE BASED ON MONTESSORI PHILOSOPHY TO CHILDREN AGE 3 THROUGH THE SIXTH GRADE

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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 $41,471

Program Service Revenue $2,008,194

Investment Income $22,262

Other Revenue $23,652

TOTAL REVENUE $2,095,579

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,474,843

Fundraising Expenses $19,436

Program Expenses $1,701,949

Other Expenses $434,009

TOTAL EXPENSES $1,908,852

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,095,579	$1,878,150	+0.1%
Expenses	$1,908,852	$1,813,711	+0.1%
Net Income	$186,727	$64,439	+1.9%

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

$174,244

Total Directors

$179,742

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Mary O'Connor	Trustee/Head of School	40.00	Officer Director	$75,555	$11,567	$87,122
Susan French Lawyer	Trustee/Secretary	40.00	Officer Director	$75,555	$11,567	$87,122
John W Lawyer	Trustee	1.00	Director	$0	$5,498	$5,498
John Lawyer	Trustee/Treasurer	1.00	Officer Director	$0	$0	$0
David Dunn	Trustee/President	1.00	Officer Director	$0	$0	$0
Michael Kalet	Trustee	1.00	Director	$0	$0	$0
Seemi Abdullah	Trustee	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	$2,095,579	$1,908,852	$2,120,836	$186,727
2024	No data	No data	No data	No data
2023	$1,630,490	$1,623,337	$2,029,562	$7,153
2022	$1,843,188	$1,631,772	$2,031,210	$211,416
2021	$1,654,864	$1,480,127	$2,055,740	$174,737
2020	$1,651,141	$1,530,631	$1,934,165	$120,510
2019	$1,636,271	$1,702,887	$1,633,749	$-66,616
2018	$1,704,343	$1,771,794	$1,743,021	$-67,451

MONTESSORI SCHOOL OF SYRACUSE