Montessori Connection NFP (EIN 203173076) - 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

2005

Legal Domicile

Principal Officer

Norma Morley

Phone

8478319393

Tax Period

2024-01-01 to 2024-12-31

Montessori Connection NFP, founded in 2005, is a community nonprofit in the Education sector that reported $1.8M in total revenue in fiscal year 2024. Expenses of $1.7M left a modest 7% surplus.

Mission

Education of children from ages 2 through kindergarten.

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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 $12,725

Program Service Revenue $1,766,465

Investment Income $11,121

Other Revenue $17,657

TOTAL REVENUE $1,807,968

Expense Breakdown

Grants Paid $248

Salaries & Benefits $1,300,161

Fundraising Expenses $0

Program Expenses $1,265,149

Other Expenses $383,725

TOTAL EXPENSES $1,684,134

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,807,968	$1,745,632	+0.0%
Expenses	$1,684,134	$1,609,586	+0.0%
Net Income	$123,834	$136,046	-0.1%

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

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

$223,660

Total Directors

$273,804

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Patricia Parker	Secretary	040.00	Officer Director	$88,142	$0	$88,142
Laurie Ward	Executive Director/Board Member	040.00	Officer Director	$61,500	$0	$61,500
Norma Morley	Treasurer	040.00	Officer Director	$52,050	$0	$52,050
Angela Gatz	Director	040.00	Director	$50,024	$0	$50,024
Carol Lee	President	000.10	Officer Director	$21,968	$0	$21,968
Nettie Parks	Director	000.10	Director	$120	$0	$120
Jennifer Van Cleve	Vice President	000.10	Officer Director	$0	$0	$0
Ann Phillips	Director	000.10	Director	$0	$0	$0
Katie Graff	Director	000.10	Director	$0	$0	$0
Carshae Dahl	Director	000.10	Director	$0	$0	$0
Heather Frankel	Director	000.10	Director	$0	$0	$0
Belinda Clarke	Director	000.10	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
2024	$1,807,968	$1,684,134	$640,745	$123,834
2023	$1,745,632	$1,609,586	$579,361	$136,046
2022	$1,573,996	$1,529,757	$329,667	$44,239
2021	$1,531,081	$1,361,332	$238,385	$169,749
2020	$1,184,363	$1,163,740	$56,283	$20,623
2019	$1,203,695	$1,233,674	$75,079	$-29,979
2018	$1,194,798	$1,227,894	$82,642	$-33,096

Montessori Connection NFP