PRINCETON MONTESSORI SOCIETY (EIN 221853399) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1968

Legal Domicile

Principal Officer

Andrea OBrian

Phone

6099244594

Tax Period

2024-07-01 to 2025-06-30

PRINCETON MONTESSORI SOCIETY, founded in 1968, is a community nonprofit in the Education sector that reported $9.4M in total revenue in fiscal year 2024.

Mission

PMS is committed to nurturing each childs potential and passion for learning through the values and principles of the Montessori philosophy. Bold, curious, and resilient, our students grow to be independent in spirit, socially responsible, and confident in shaping their future.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $110,402

Program Service Revenue $9,122,225

Investment Income $169,601

Other Revenue $0

TOTAL REVENUE $9,402,228

Expense Breakdown

Grants Paid $1,206,682

Salaries & Benefits $5,227,365

Fundraising Expenses $41,836

Program Expenses $7,768,393

Other Expenses $2,783,639

TOTAL EXPENSES $9,217,686

Year-over-Year Comparison

	2024	2023	Change
Revenue	$9,402,228	$9,574,071	0.0%
Expenses	$9,217,686	$8,881,129	+0.0%
Net Income	$184,542	$692,942	-0.7%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

100

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

$280,830

Total Directors

$154,517

Key Employees

$112,522

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Andrea OBrian	Executive Director	40.00	Officer Director	$148,305	$6,212	$154,517
Betty Chin	Director of Finance	40.00	Officer	$126,178	$135	$126,313
Dorothy Paul	PCTE Director	40.00	Key Emp	$111,265	$1,257	$112,522
James Chambers	Board of Director	2.00	Director	$0	$0	$0
Scott Eckstein	Board of Director	2.00	Director	$0	$0	$0
Peter Egbert	Board of Director	2.00	Director	$0	$0	$0
Rehana Farrell	Board of Director	2.00	Director	$0	$0	$0
Beverly Smith	Board of Director	2.00	Director	$0	$0	$0
Jennifer Ni	Board of Director	2.00	Director	$0	$0	$0
Caroline Scriven	Board of Director	2.00	Director	$0	$0	$0
Chance Van Sciver	Board of Director	2.00	Director	$0	$0	$0
Justin Yi	Board of Director	2.00	Director	$0	$0	$0
Rita Zetterberg	Board of Director	2.00	Director	$0	$0	$0
Ankit Vahia	Board of Director	2.00	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	$9,402,228	$9,217,686	$9,417,872	$184,542
2024	$9,574,071	$8,881,129	$9,274,151	$692,942
2023	$9,227,057	$9,112,110	$8,307,117	$114,947
2022	$8,795,588	$8,498,188	$8,329,429	$297,400
2021	$6,254,841	$6,036,297	$8,043,616	$218,544
2020	$6,648,287	$7,075,258	$8,560,451	$-426,971
2019	$7,586,078	$7,544,389	$8,723,617	$41,689
2018	$7,487,039	$7,446,302	$9,138,866	$40,737

PRINCETON MONTESSORI SOCIETY