Ancona Montessori School Inc - Wynnewood (EIN 208583949) - 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

2008

Legal Domicile

Phone

4844316469

Tax Period

2022-07-01 to 2023-06-30

Ancona Montessori School Inc - Wynnewood, founded in 2008, is a small nonprofit in the Education sector that reported $598K in total revenue in fiscal year 2022. Revenue decreased 13% compared to the prior year.

Mission

To educate pre-school children in the Montessori way.

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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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $598,359

Investment Income $0

Other Revenue $0

TOTAL REVENUE $598,359

Expense Breakdown

Grants Paid $0

Salaries & Benefits $498,536

Fundraising Expenses $0

Program Expenses $612,474

Other Expenses $113,938

TOTAL EXPENSES $612,474

Year-over-Year Comparison

	2022	2021	Change
Revenue	$598,359	$691,079	-0.1%
Expenses	$612,474	$677,827	-0.1%
Net Income	$-14,115	$13,252	-2.1%

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

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

$477,909

Total Directors

$217,072

Key Employees

$212,172

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
James M DiCamillo	Vice President	3.00	Officer Director Key Emp	$122,408	$0	$122,408
N/A	Director	0.50	Director	$2,450	$2,450	$4,900
Judith DiCamillo	President	20.00	Officer Director Key Emp	$89,764	$0	$89,764
Linda DiNicola	Director	0.00	Officer Director	$0	$0	$0
James E DiCamillo	Officer	0.00	Officer	$549	$265,188	$265,737

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
2023	$598,359	$612,474	No data	$-14,115
2022	$691,079	$677,827	$14,115	$13,252
2021	$366,394	$373,529	$863	$-7,135
2020	$733,928	$389,446	$2,962	$344,482
2019	$491,121	$489,884	$7,731	$1,237

Ancona Montessori School Inc - Wynnewood