SHREWSBURY MONTESSORI SCHOOL CORPORATION (EIN 202035495) - 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

2004

Legal Domicile

Principal Officer

PUNEESH CHAUDHRY

Phone

5088422116

Tax Period

2024-07-01 to 2025-06-30

SHREWSBURY MONTESSORI SCHOOL CORPORATION, founded in 2004, is a community nonprofit in the Education sector that reported $3.3M in total revenue in fiscal year 2024. Revenue decreased 5% compared to the prior year.

Mission

EDUCATIONAL INSTITUTION

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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 $89,203

Program Service Revenue $3,117,257

Investment Income $98,523

Other Revenue $6,273

TOTAL REVENUE $3,311,256

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,407,357

Fundraising Expenses $48,635

Program Expenses $2,564,659

Other Expenses $981,760

TOTAL EXPENSES $3,389,117

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,311,256	$3,491,478	-0.1%
Expenses	$3,389,117	$3,123,727	+0.1%
Net Income	$-77,861	$367,751	-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

$174,098

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVE JOHNSON	PRESIDENT	1.00	Officer Director	$0	$0	$0
PUNEESH CHAUDHRY	TREASURER	1.00	Officer Director	$0	$0	$0
SHELLEY FORTIN	TRUSTEE	1.00	Director	$0	$0	$0
MATTHEW HAINES	TRUSTEE	1.00	Director	$0	$0	$0
MARTIN REZNEK	TRUSTEE	1.00	Director	$0	$0	$0
PRADEEP P NAZAREY MD	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
STEPHANIE MAYBERG	TRUSTEE	1.00	Director	$0	$0	$0
ANTHONY THINAGAR	TRUSTEE	1.00	Director	$0	$0	$0
MAICHI TRAN	SECRETARY	1.00	Officer Director	$0	$0	$0
XIANG SHEN	HEAD OF SCHOOL	40.00	Officer	$171,702	$2,396	$174,098

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	$3,311,256	$3,389,117	$5,553,411	$-77,861
2024	$3,491,478	$3,123,727	$5,726,533	$367,751
2023	$3,540,167	$2,874,340	$5,152,310	$665,827
2022	$3,189,099	$2,461,963	$4,597,892	$727,136
2021	$2,034,170	$2,060,904	$4,393,310	$-26,734
2020	$2,429,202	$2,208,668	$3,608,955	$220,534
2019	$2,485,875	$2,305,649	$3,140,670	$180,226

SHREWSBURY MONTESSORI SCHOOL CORPORATION