MONTESSORI CASA INTERNATIONAL (EIN 200536531) - 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

2002

Legal Domicile

Principal Officer

PUNUM BHATIA

Phone

3035237590

Tax Period

2025-01-01 to 2025-12-31

MONTESSORI CASA INTERNATIONAL, founded in 2002, is a small nonprofit in the Education sector that reported $574K in total revenue in fiscal year 2025. Revenue decreased 19% compared to the prior year. Expenses of $688K exceeded revenue, resulting in a 20% operating deficit.

Mission

TO UPHOLD THE HIGHEST STANDARDS IN MEETING THE EDUCATIONAL NEEDS OF ALL WHO ARE COMMITTED TO FOSTERING THE INTEREST OF THE CHILD THROUGH THE MONTESSORI PHILOSOPHY.

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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 (2025)

Revenue Breakdown

Contributions & Grants $2,945

Program Service Revenue $560,604

Investment Income $10,390

Other Revenue $0

TOTAL REVENUE $573,939

Expense Breakdown

Grants Paid $0

Salaries & Benefits $483,555

Fundraising Expenses $0

Program Expenses $581,137

Other Expenses $204,380

TOTAL EXPENSES $687,935

Year-over-Year Comparison

	2025	2024	Change
Revenue	$573,939	$707,157	-0.2%
Expenses	$687,935	$716,262	0.0%
Net Income	$-113,996	$-9,105	+11.5%

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

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

$272,400

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PUNUM BHATIA	EXECUTIVE DI	40.00	Director	$272,400	$0	$272,400
CARRIE ALBI	DIRECTOR	0.25	Director	$0	$0	$0
ROSEMAIRE ALLEN	DIRECTOR	0.25	Director	$0	$0	$0
KATHLEEN DEVRIES	DIRECTOR	0.25	Director	$0	$0	$0
DAVID ELKIND	DIRECTOR	0.25	Director	$0	$0	$0
DINKAR JETLEY	DIRECTOR	0.25	Director	$0	$0	$0
TIMOTHY MCNAMARA	PRESIDENT	0.25	Director	$0	$0	$0
CAROL ZILLER	DIRECTOR	0.25	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	$573,939	$687,935	$180,502	$-113,996
2024	$707,157	$716,262	$324,409	$-9,105
2023	$658,517	$663,245	$328,944	$-4,728
2022	$599,092	$601,938	$308,969	$-2,846
2021	$548,088	$459,909	$309,515	$88,179
2020	$513,360	$488,473	$221,243	$24,887
2019	$567,379	$575,451	$199,134	$-8,072
2018	$540,299	$550,020	$220,099	$-9,721

MONTESSORI CASA INTERNATIONAL