Escuela Del Sol Montessori Inc

🔒

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

Emilie De Angelis

Phone

5052423033

Tax Period

2024-08-01 to 2025-07-31

Escuela Del Sol Montessori Inc, founded in 1968, is a community nonprofit in the Education sector that reported $3.8M in total revenue in fiscal year 2024.

Mission

To Inspire a Passion for Life-Long Learning.

Program Service Accomplishments

Program 1

Expenses: $3,127,645 Revenue: $3,007,269

School - Providing holistic child development, childcare and education, toddler through junior high. Our school uses the Montessori method and philosophy of teaching for approximately 169 children.

Program 2

Expenses: $37,702 Revenue: $237,646

The Harwood Art Center is the schools community outreach program, putting into practice the mission statement: "To inspire a passion for life-long learning", by offering a wide array of programs...

The Harwood Art Center is the schools community outreach program, putting into practice the mission statement: "To inspire a passion for life-long learning", by offering a wide array of programs based in the arts to the community. These include workshops and classes in the visual arts and exhibition spaces for people of all ages. We offer a summer art camp for children, after school programming and a number of other programs both on campus and throughout the City of Albuquerque. Classes are taught by professional teaching artists and include public art work to benefit the city.

🔒

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 $471,753

Program Service Revenue $3,244,915

Investment Income $57,677

Other Revenue $21,145

TOTAL REVENUE $3,795,490

Expense Breakdown

Grants Paid $291,512

Salaries & Benefits $2,442,135

Fundraising Expenses $8,801

Program Expenses $3,165,347

Other Expenses $1,041,783

TOTAL EXPENSES $3,775,430

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,795,490	$3,715,654	+0.0%
Expenses	$3,775,430	$3,701,601	+0.0%
Net Income	$20,060	$14,053	+0.4%

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

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

$100,681

Total Directors

$4,962

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Katherine Chavez	Executive Dir.	40.00	Officer	$92,653	$3,066	$95,719
Emilie De Angelis	Chair	1.00	Officer Director	$4,962	$0	$4,962
Ann Edenfield-Sweet	Vice Chair	1.00	Officer Director	$0	$0	$0
Maria Garcia Geer	Treasurer	1.00	Officer Director	$0	$0	$0
Seemi Mirza	Past Director	1.00	Director	$0	$0	$0
Allison Chavez	Director	1.00	Director	$0	$0	$0
Paige Abrams	Director	1.00	Director	$0	$0	$0
Linh Nguyen	Director	1.00	Director	$0	$0	$0
Kersen Witkin	Director	1.00	Director	$0	$0	$0
Douglas Carver	Director	1.00	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	$3,795,490	$3,775,430	$4,152,496	$20,060
2024	$3,715,654	$3,701,601	$4,039,870	$14,053
2023	$3,755,188	$3,474,864	$3,883,966	$280,324
2022	$3,726,064	$3,294,901	$3,222,599	$431,163
2021	$2,514,120	$2,447,796	$2,272,857	$66,324
2020	$3,069,165	$3,077,551	$2,261,214	$-8,386
2019	$3,314,585	$3,331,795	$2,147,319	$-17,210