THE MONTESSORI CHILDREN'S HOUSE OF VALLEY FORGE INC (EIN 232043085) - 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

1963

Legal Domicile

Principal Officer

KRYSTA HOPP

Phone

6107830110

Tax Period

2024-07-01 to 2025-06-30

THE MONTESSORI CHILDREN'S HOUSE OF VALLEY FORGE INC, founded in 1963, is a community nonprofit in the Education sector that reported $3.1M in total revenue in fiscal year 2024. The organization ran a surplus of $681K, a strong 22% operating margin.

Mission

PRESCHOOL AND KINDERGARTEN EDUCATION IN A MONTESSORI ENVIRONMENT

🔒

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 $137,887

Program Service Revenue $2,607,136

Investment Income $282,108

Other Revenue $106,140

TOTAL REVENUE $3,133,271

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,722,836

Fundraising Expenses $51,556

Program Expenses $2,090,130

Other Expenses $729,394

TOTAL EXPENSES $2,452,230

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,133,271	$2,932,357	+0.1%
Expenses	$2,452,230	$2,316,342	+0.1%
Net Income	$681,041	$616,015	+0.1%

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

Volunteers

226

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

$117,823

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KRYSTA HOPP	PRESIDENT	2.00	Officer Director	$0	$0	$0
JUNG LEE	TREASURER	2.00	Officer Director	$0	$0	$0
JULIA STURNIOLO	SECRETARY	2.00	Officer Director	$0	$0	$0
TOM BARTOLACCI	DIRECTOR	2.00	Director	$0	$0	$0
KARA BRIGANDI	DIRECTOR	2.00	Director	$0	$0	$0
MITCH FAVROW	DIRECTOR	2.00	Director	$0	$0	$0
KATHY JUSTI	DIRECTOR	2.00	Director	$0	$0	$0
ANDREW OWEN	DIRECTOR	2.00	Director	$0	$0	$0
RESHMA SHAH	DIRECTOR	2.00	Director	$0	$0	$0
ANA DACOSTA	HEAD OF SCHOOL - CURRENT	50.00	Officer	$87,759	$30,064	$117,823

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	$3,133,271	$2,452,230	$9,098,960	$681,041
2024	$2,932,357	$2,316,342	$8,505,880	$616,015
2023	$2,548,717	$2,118,357	$7,822,241	$430,360
2022	$2,407,029	$1,944,906	$7,325,095	$462,123
2021	$1,971,092	$1,612,034	$6,580,192	$359,058
2020	$1,954,837	$1,733,845	$5,325,449	$220,992
2019	$2,023,813	$1,929,586	$6,148,355	$94,227

THE MONTESSORI CHILDREN'S HOUSE OF VALLEY FORGE INC