MONTESSORI INTERVENTION PROGRAM C/O MONICA SMITH (EIN 161586529) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2000

Legal Domicile

Principal Officer

DR JOHN ERHART

Phone

5852818990

Tax Period

2018-01-01 to 2018-12-31

MONTESSORI INTERVENTION PROGRAM C/O MONICA SMITH, founded in 2000, is a micro nonprofit in the Education sector that reported $7K in total revenue in fiscal year 2018. Revenue decreased 5% compared to the prior year. The organization ran a surplus of $3K, a strong 47% operating margin.

Mission

TO RESEARCH, ASSIST, COOPERATE WITH, PROVIDE TRAINING FOR, AND ADVISE PRACTITIONERS AND/OR AGENCIES IN REGARD TO EDUCATIONAL, VOCATIONAL, AND/OR THERAPEUTIC SERVICES AVAILABLE TO INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES, MENTAL ILLNESS OR PHYSICAL ILLNESS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2018)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $6,638

Investment Income $3

Other Revenue $0

TOTAL REVENUE $6,641

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $3,490

TOTAL EXPENSES $3,490

Year-over-Year Comparison

	2018	2017	Change
Revenue	$6,641	$7,016	-0.1%
Expenses	$3,490	$364	+8.6%
Net Income	$3,151	$6,652	-0.5%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

Employees

N/A

Volunteers

N/A

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
JOHN ERHART	PRESIDENT	2.00	Officer Director	$0	$0	$0
BARBARA FLINT	BOARD SECRETARY	0.00	Director	$0	$0	$0
DORIS COHEN	DIRECTOR	0.00	Director	$0	$0	$0
JO LANDIS	DIRECTOR	0.00	Director	$0	$0	$0
JOANNE BAXTER	DIRECTOR	0.00	Director	$0	$0	$0
MONICA SMITH	VICE-PRESIDENT	2.00	Officer	$0	$0	$0
RICHARD KURZ	BOARD CHAIR	0.00	Officer	$0	$0	$0
BARBARA LAMBERTON	BOARD TREASURER	0.00	Officer	$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
2018	$6,641	$3,490	$33,406	$3,151

MONTESSORI INTERVENTION PROGRAM C/O MONICA SMITH