THE WESTMONT MONTESSORI SCHOOL INC (EIN 221756061) - 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

1960

Legal Domicile

Phone

9088796355

Tax Period

2024-07-01 to 2025-06-30

THE WESTMONT MONTESSORI SCHOOL INC, founded in 1960, is a community nonprofit in the Education sector that reported $2.2M in total revenue in fiscal year 2024. Revenue grew 13% year-over-year, indicating healthy expansion. The organization ran a surplus of $439K, a strong 20% operating margin.

Mission

Preschool Education following the Montessori Method for children from age 18 months to 6 years.

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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 $17,128

Program Service Revenue $1,810,407

Investment Income $313,428

Other Revenue $97,470

TOTAL REVENUE $2,238,433

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,359,755

Fundraising Expenses $0

Program Expenses $1,145,413

Other Expenses $439,228

TOTAL EXPENSES $1,798,983

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,238,433	$1,982,066	+0.1%
Expenses	$1,798,983	$1,735,949	+0.0%
Net Income	$439,450	$246,117	+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

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

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AMANDA FINK	HEAD OF SCHOOL	40.00		$138,535	$0	$138,535
AURIS M VANDERBILT	AST HEAD OF SCHOOL	40.00		$110,103	$0	$110,103
MARIA FEHLING	BOARD MEMBER	1.00	Director	$0	$0	$0
RAYMOND HORMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
MEIMEE PERSAU	VICE CHAIR	1.00	Officer Director	$0	$0	$0
MARK PARKHURST	Treasurer	1.00	Officer Director	$0	$0	$0
TARA SCHELLHORN	BOARD MEMBER	1.00	Director	$0	$0	$0
STEPHANIE CARAVELA	Secretary	1.00	Officer Director	$0	$0	$0
AMANDA FISHER	BOARD MEMBER	1.00	Director	$0	$0	$0
DAN O' DONNELL	Chairman	1.00	Officer Director	$0	$0	$0
CATHERINE SIRACUSA	BOARD MEMBER	1.00	Director	$0	$0	$0
ELIZABETH CREVELING	BOARD MEMBER	1.00	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
2025	$2,238,433	$1,798,983	$6,791,718	$439,450
2024	$1,982,066	$1,735,949	$6,294,694	$246,117
2023	$1,953,016	$1,779,961	$5,990,464	$173,055
2022	$2,282,238	$1,804,568	$5,821,243	$477,670
2021	$1,333,287	$1,369,529	$6,057,296	$-36,242
2020	$1,255,438	$1,399,279	$4,573,472	$-143,841
2019	$1,535,611	$1,319,402	$5,496,856	$216,209

THE WESTMONT MONTESSORI SCHOOL INC