MONTESSORI SCHOOL OF LOUISVILLE INC

EIN: 204212134 501(c)(3) Education

LOUISVILLE, KY

Total Revenue
$2,399,697
Total Expenses
$2,338,917
Total Assets
$3,126,299
Net Assets
$2,351,926
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2006
Legal Domicile
KY
Principal Officer
JENNIFER CATTELL
Phone
5026408585
Tax Period
2024-07-01 to 2025-06-30

MONTESSORI SCHOOL OF LOUISVILLE INC, founded in 2006, is a community nonprofit in the Education sector that reported $2.4M in total revenue in fiscal year 2024. Revenue decreased 7% compared to the prior year.

Mission

WE IGNITE THE CHILD'S INNATE LOVE OF LEARNING IN A DIVERSE AND NURTURING COMMUNITY BY INTEGRATING AUTHENTIC MONTESSORI PHILOSOPHY WITH CONTEMPORARY RESEARCH-BASED EDUCATIONAL METHODS. WE EMPOWER EACH INDIVIDUAL TO MAKE KNOWLEDGEABLE, RESPONSIBLE AND PEACEFUL CONTRIBUTIONS TO THE GLOBAL COMMUNITY.

Program Service Accomplishments

Program 1
Expenses: $1,970,146 Revenue: $2,330,150

IN THE 2024-25 SCHOOL YEAR, THE MONTESSORI SCHOOL OF LOUISVILLE SERVED APPROXIMATELY 180 CHILDREN RANGING FROM THE AGES OF 3 YEARS TO 14 YEARS OLD. MSL OPERATED THE FOLLOWING CLASSROOM ENVIRONMENTS...

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IN THE 2024-25 SCHOOL YEAR, THE MONTESSORI SCHOOL OF LOUISVILLE SERVED APPROXIMATELY 180 CHILDREN RANGING FROM THE AGES OF 3 YEARS TO 14 YEARS OLD. MSL OPERATED THE FOLLOWING CLASSROOM ENVIRONMENTS: FIVE EARLY CHILDHOOD (AGES 3 TO 6 YEARS), TWO LOWER ELEMENTARY (AGES 6 TO 9 YEARS), ONE UPPER ELEMENTARY (AGES 9 TO 11 YEARS), AND ONE ADOLESCENT (AGES 12 TO 14 YEARS). EACH CLASSROOM ENVIRONMENT WAS STAFFED WITH A MONTESSORI-CERTIFIED LEAD TEACHER AND A CLASSROOM ASSISTANT. AFTER-SCHOOL EXTENDED CARE WAS STAFFED WITH FOUR TEACHERS; AN EXTENSIVE SELECTION OF AFTER-SCHOOL CLUBS WAS OFFERED (E.G. DANCE, CHESS, COOKING, ART, DRAMA, TENNIS, SOCCER AND ROBOTICS). TWO FULL TIME ADMINISTRATORS, A FULL-TIME OFFICE MANAGER, AND A FULL TIME COMMUNICATION MANAGER SERVE AS SUPPORT FOR THE SCHOOL OPERATIONS.THIS YEAR'S FOCUS WAS HEALTH AND SAFETY INITIATIVES TO ENSURE OUR STUDENTS, STAFF AND FAMILIES ARE SAFE ON CAMPUS.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $11,310
Program Service Revenue $2,330,150
Investment Income $58,237
Other Revenue $0
TOTAL REVENUE $2,399,697

Expense Breakdown

Grants Paid $228,296
Salaries & Benefits $1,153,200
Fundraising Expenses $0
Program Expenses $1,970,146
Other Expenses $957,421
TOTAL EXPENSES $2,338,917

Year-over-Year Comparison

2024 2023 Change
Revenue $2,399,697 $2,585,223 -0.1%
Expenses $2,338,917 $2,245,821 +0.0%
Net Income $60,780 $339,402 -0.8%
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

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Financial Distress Indicator

Liquidity & Cash Position

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Governance

Voting Members
6
Independent Members
6
Employees
36
Volunteers
40

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
5
$138,168
Total Directors
6
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
BRIAN CALHOUN PRESIDENT 1.50
Officer Director
$0 $0 $0
CASEY HENSLEY SECRETARY 0.50
Officer Director
$0 $0 $0
ELIZABETH MILLER VICE PRESIDENT 1.50
Officer Director
$0 $0 $0
MARY BROWN DIRECTOR 0.50
Director
$0 $0 $0
TODD KIZIMINSKI DIRECTOR 0.50
Director
$0 $0 $0
WILL CRAYCRAFT TREASURER 1.50
Officer Director
$0 $0 $0
JENNIFER CATTELL HEAD OF SCHOOL 45.00
Officer
$128,901 $9,267 $138,168
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 $2,399,697 $2,338,917 $3,126,299 $60,780
2024 No data No data No data No data
2023 $2,491,025 $2,016,430 $2,340,034 $474,595
2022 $2,657,890 $1,913,191 $1,988,855 $744,699
2021 $1,696,844 $1,788,771 $1,610,329 $-91,927
2020 $2,164,165 $2,067,870 $1,555,827 $96,295
2019 $2,150,056 $1,891,137 $1,362,780 $258,919
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