Breckenridge Montessori

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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

2006

Legal Domicile

Principal Officer

Beth Craig

Phone

9705477661

Tax Period

2024-08-01 to 2025-07-31

Breckenridge Montessori, founded in 2006, is a small nonprofit in the Human Services sector that reported $316K in total revenue in fiscal year 2024.

Mission

Breckenridge Montessori is committed to providing the highest quality educational experience for children agred 2 1/2 to 7 years. We are dedicated to offering Dr. Maria Montessori's method of education to children and parents of Summit County, Colorado.

Program Service Accomplishments

Program 1

Expenses: $278,896 Revenue: $235,292

Providing montessori education to children of Summit County, Colorado.

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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 $65,794

Program Service Revenue $234,201

Investment Income $3,164

Other Revenue $13,243

TOTAL REVENUE $316,402

Expense Breakdown

Grants Paid $0

Salaries & Benefits $271,140

Fundraising Expenses $5,295

Program Expenses $278,896

Other Expenses $75,447

TOTAL EXPENSES $346,587

Year-over-Year Comparison

	2024	2023	Change
Revenue	$316,402	$304,445	+0.0%
Expenses	$346,587	$302,219	+0.1%
Net Income	$-30,185	$2,226	-14.6%

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

Key Employees

$82,709

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BETH CRAIG	Executive Director	40.00	Key Emp	$82,709	$0	$82,709
KRIS WACHOWIAK	President	2.00	Officer	$0	$0	$0
BLYTHE SYFAN	Vice President	2.00	Officer	$0	$0	$0
KATHRYN CALIFF	Secretary	2.00	Officer	$0	$0	$0
KATIE COOPER	Treasurer	2.00	Officer	$0	$0	$0
KYLE GILMORE	Member	1.00	Officer	$0	$0	$0
KARLIE MCLAUGHLIN	Member	1.00	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
2025	$316,402	$346,587	$42,441	$-30,185
2024	$304,445	$302,219	$67,594	$2,226
2023	$304,199	$289,740	$66,229	$14,459
2022	$184,623	$214,475	$50,653	$-29,852
2021	$288,366	$237,483	$83,318	$50,883
2020	$181,714	$206,296	$61,173	$-24,582
2019	$187,904	$200,376	$53,480	$-12,472