WYOMING VALLEY MONTESSORI ASSOCIATION INC (EIN 231729715) - 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

1970

Legal Domicile

Principal Officer

JUSTIN KLEINHEIDER

Phone

5702883708

Tax Period

2024-07-01 to 2025-06-30

WYOMING VALLEY MONTESSORI ASSOCIATION INC, founded in 1970, is a community nonprofit in the Education sector that reported $1.5M in total revenue in fiscal year 2024.

Mission

OUR MISSION IS "INSPIRING CHILDREN WHO WILL CHANGE THE WORLD." THE SCHOOL, TOGETHER WITH ITS FAMILIES, BUILDS THE FOUNDATION FOR A LIFETIME OF LEARNING. WE DO THIS BY PROVIDING A RESPECTFUL MONTESSORI ENVIRONMENT THAT SUPPORTS CHILDREN'S NATURAL DESIRE TO LEARN, GUIDING THEM TO FULFILL THEIR POTENTIAL FOR INTELLECTUAL, SOCIAL, AND ETHICAL DEVELOPMENT.WHILE OUR FAMILIES ARE DIVERSE IN THEIR ETHNICITY, SOCIO-ECONOMIC LEVELS, RELIGIOUS BACKGROUNDS, AND PROFESSIONAL AND PERSONAL INTERESTS, WE ARE LINKED BY CERTAIN SHARED VALUES, CHIEF AMONG THEM BEING THE BELIEF THAT A MONTESSORI EDUCATION IS THE BEST POSSIBLE FOR OUR CHILDREN.

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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 $165,712

Program Service Revenue $1,278,143

Investment Income $48,380

Other Revenue $19,712

TOTAL REVENUE $1,511,947

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,167,214

Fundraising Expenses $1,073

Program Expenses $1,127,224

Other Expenses $313,980

TOTAL EXPENSES $1,481,194

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,511,947	$1,513,026	0.0%
Expenses	$1,481,194	$1,324,781	+0.1%
Net Income	$30,753	$188,245	-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

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

$31,796

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HUSSEIN KAZIMI	PRESIDENT	1.00	Officer Director	$0	$0	$0
LORI MURPHY	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
MARK FERRETTI	TREASURER	1.00	Officer Director	$0	$0	$0
DANIELLE WESTGATE	SECRETARY	1.00	Officer Director	$0	$0	$0
BRIGITTE HENRY	DIRECTOR	1.00	Director	$0	$0	$0
SANDER GOTTLIEB	DIRECTOR	1.00	Director	$0	$0	$0
KATHY HARRINGTON	DIRECTOR	1.00	Director	$0	$0	$0
JOHN KARAVIS	DIRECTOR	1.00	Director	$0	$0	$0
JERRY NICHOLS	DIRECTOR	1.00	Director	$0	$0	$0
BILL FREY	DIRECTOR	1.00	Director	$0	$0	$0
TONY ROSS	DIRECTOR	1.00	Director	$0	$0	$0
MATTHEW CANNAVALE	DIRECTOR	1.00	Director	$0	$0	$0
MARIA GODFREY	DIRECTOR	1.00	Director	$0	$0	$0
JUSTIN KLEINHEIDER	HEAD OF SCHOOL	40.00	Officer	$31,796	$0	$31,796

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	$1,511,947	$1,481,194	$2,741,877	$30,753
2024	$1,513,026	$1,324,781	$2,957,964	$188,245
2023	$1,655,368	$1,237,619	$1,980,750	$417,749
2022	$1,250,987	$1,111,050	$1,496,881	$139,937
2021	$1,155,713	$1,035,840	$1,432,954	$119,873
2020	$1,072,576	$995,038	$1,289,899	$77,538

WYOMING VALLEY MONTESSORI ASSOCIATION INC