BEDFORD MONTESSORI SCHOOL INC (EIN 222549900) - 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

1984

Legal Domicile

Principal Officer

SONNY ZHAO

Phone

7812753344

Tax Period

2024-07-01 to 2025-06-30

BEDFORD MONTESSORI SCHOOL INC, founded in 1984, is a small nonprofit in the Education sector that reported $807K in total revenue in fiscal year 2024. Revenue decreased 10% compared to the prior year.

Mission

BEDFORD MONTESSORI SCHOOL WAS FOUNDED IN 1984 FOR THE PURPOSE OF EDUCATING PRESCHOOL & KINDERGARTEN CHILDREN ACCORDING TO DR. MARIA MONTESSORI'S EDUCATIONAL PHILOSOPHY. SINCE OUR HUMBLE BEGINNING, WE HAVE FOCUSED ON CREATING AND MAINTAINING AN INDIVIDUALIZED CURRICULUM THAT MEETS THE NEEDS OF EACH CHILD, BALANCED WITH AGE-APPROPRIATE SOCIAL EXPERIENCES. IN THE ATMOSPHERE OF FREEDOM WITHIN LIMITS, WE ENCOURAGE EACH CHILD TO SHINE THEIR OWN SPECIAL LIGHT.

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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 $37,930

Program Service Revenue $759,155

Investment Income $9,573

Other Revenue $195

TOTAL REVENUE $806,853

Expense Breakdown

Grants Paid $0

Salaries & Benefits $581,910

Fundraising Expenses $0

Program Expenses $603,831

Other Expenses $240,125

TOTAL EXPENSES $822,035

Year-over-Year Comparison

	2024	2023	Change
Revenue	$806,853	$892,669	-0.1%
Expenses	$822,035	$800,834	+0.0%
Net Income	$-15,182	$91,835	-1.2%

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

$101,162

Total Directors

$101,162

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBIN BIGWOOD	DIR/HEAD OF	40.00	Officer Director	$98,216	$2,946	$101,162
JUDY TURNER	CHAIR	2.00	Officer Director	$0	$0	$0
SONNY ZHAO	TREASURER	4.00	Officer Director	$0	$0	$0
KELLY DUMAIS	CLERK	2.00	Officer Director	$0	$0	$0
CARMELINA PADOVANI	DIRECTOR	2.00	Director	$0	$0	$0
SARAH DESMOND	DIRECTOR	2.00	Director	$0	$0	$0
PATRICIA SHAPIRO	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	$806,853	$822,035	$2,395,971	$-15,182
2024	$892,669	$800,834	$2,379,000	$91,835
2023	$957,131	$770,595	$2,347,130	$186,536
2022	$855,122	$661,114	$2,185,649	$194,008
2021	$533,601	$549,740	$1,977,712	$-16,139
2020	$595,658	$628,534	$1,878,528	$-32,876
2019	$738,736	$677,053	$2,022,375	$61,683
2018	$688,727	$638,120	$2,058,757	$50,607

BEDFORD MONTESSORI SCHOOL INC