BERKS COUNTY MONTESSORI COUNTRY DAY SCHOOL

EIN: 231685175 501(c)(3) Education

SINKING SPRING, PA

Total Revenue
$1,624,225
Total Expenses
$1,252,294
Total Assets
$2,781,263
Net Assets
$2,781,263
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1968
Legal Domicile
PA
Principal Officer
MICHELLE MACHUZICK
Phone
6107773080
Tax Period
2023-09-01 to 2024-08-31

BERKS COUNTY MONTESSORI COUNTRY DAY SCHOOL, founded in 1968, is a community nonprofit in the Education sector that reported $1.6M in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion. The organization ran a surplus of $372K, a strong 23% operating margin.

Mission

THE MONTESSORI COUNTRY DAY SCHOOL COMMUNITY, CONSISTING OF TEACHERS, STAFF AND PARENTS, MAKES IT THEIR GOAL TO PROVIDE QUALITY, CHILD-CENTERED, INDIVIDUALIZED EDUCATION FOR CHILDREN AGES 12 MONTHS THROUGH 13 YEARS. WE ALL WORK TOGETHER TO DEVELOP RESPONSIBLE, CRITICAL-THINKING, CONFIDENT, POWERFUL, AND CARING MEMBERS OF SOCIETY. THROUGH THE MANIPULATION OF HANDS-ON MATERIALS, STUDENTS DEVELOP INDEPENDENCE, CONFIDENCE, SELF-DIRECTION, SELF-DISCIPLINE, A POSITIVE ATTITUDE TOWARD SCHOOL, AND A LIFE-LONG LOVE OF LEARNING. CHILDREN ENJOY FREEDOM OF MOVEMENT AND CHOICE WITHIN A WELL-PLANNED, LOW PRESSURE, CHILD-PACED, PREPARED ENVIRONMENT. THIS ENVIRONMENT, DESIGNED WITH CLEAR AND CAREFULLY DEFINED LIMITS, MEETS THE NEEDS OF A MULTI-AGED, HETEROGENEOUS GROUPING OF STUDENTS.

Program Service Accomplishments

Program 1
Expenses: $1,150,941 Revenue: $1,581,345

PROVIDE EDUCATION AND CARE FOR APPROXIMATELY 140 TODDLERS, PRESCHOOL, KINDERGARTEN, AND ELEMENTARY AGED CHILDREN. THIS INCLUDES GYM, ART, MUSIC, FRENCH, SPANISH, LIBRARY, AND FIELD TRIPS.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $43,045
Program Service Revenue $1,581,345
Investment Income $791
Other Revenue $-956
TOTAL REVENUE $1,624,225

Expense Breakdown

Grants Paid $0
Salaries & Benefits $1,070,694
Fundraising Expenses $37,373
Program Expenses $1,150,941
Other Expenses $181,600
TOTAL EXPENSES $1,252,294

Year-over-Year Comparison

2023 2022 Change
Revenue $1,624,225 $1,432,714 +0.1%
Expenses $1,252,294 $1,251,711 +0.0%
Net Income $371,931 $181,003 +1.1%
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

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Governance

Voting Members
9
Independent Members
8
Employees
42
Volunteers
15

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
4
$79,264
Total Directors
9
$79,264
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MICHELLE MACHUZICK EXECUTIVE DIRECTOR 40.00
Officer Director
$76,196 $3,068 $79,264
DAVID HINKLE PRESIDENT 3.00
Officer Director
$0 $0 $0
JOHN ROBINSON VICE PRESIDENT 3.00
Officer Director
$0 $0 $0
JASON COLEMAN TREASURER 3.00
Officer Director
$0 $0 $0
JOHN WEISMAN DIRECTOR 3.00
Director
$0 $0 $0
CHRIS EVANS DIRECTOR 3.00
Director
$0 $0 $0
ROBERT MACHADO DIRECTOR 3.00
Director
$0 $0 $0
STEVEN PRESCIUTTI DIRECTOR 3.00
Director
$0 $0 $0
KRISTINA DUNDORE DIRECTOR 3.00
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 No data No data No data No data
2024 $1,624,225 $1,252,294 $2,781,263 $371,931
2023 $1,432,714 $1,251,711 $2,412,541 $181,003
2022 $1,701,934 $1,119,329 $2,231,538 $582,605
2021 $1,642,663 $996,587 $1,648,933 $646,076
2020 $1,144,404 $962,590 $1,356,019 $181,814
2019 $1,262,373 $1,099,132 $1,213,659 $163,241
2018 $1,204,073 $1,112,798 $1,160,399 $91,275
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