WASHINGTON MONTESSORI ASSOCIATION … - Form 990 Financial Data

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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

1965

Legal Domicile

Principal Officer

LAUNA SCHWEIZER

Phone

8608680551

Tax Period

2023-07-01 to 2024-06-30

WASHINGTON MONTESSORI ASSOCIATION INC, founded in 1965, is a community nonprofit in the Education sector that reported $9.0M in total revenue in fiscal year 2023. Revenue surged 20% from the prior year, signaling strong growth momentum. Expenses of $8.2M left a modest 9% surplus.

Mission

WASHINGTON MONTESSORI SCHOOL CREATES AN INCLUSIVE AND JOYFUL ENVIRONMENT, SUPPORTED BY A DEEPLY ROOTED COMMUNITY OF FAMILIES AND EDUCATORS, WHERE CHILDREN EMBRACE THEIR INDIVIDUAL AND COLLECTIVE POTENTIAL AND PREPARE TO LIVE WITH INTEGRITY IN A CHANGING WORLD.

Program Service Accomplishments

Program 1

Expenses: $6,647,022 Revenue: $8,248,605

DURING THE SCHOOL YEAR, WMS OFFERS FIVE PROGRAMS, EACH ROOTED IN MONTESSORI PHILOSOPHY AND PRACTICE: YOUNG CHILDREN'S COMMUNITY FOR CHILDREN AGED 18 MONTHS TO THREE YEARS OLD; LOWER SCHOOL FOR...

DURING THE SCHOOL YEAR, WMS OFFERS FIVE PROGRAMS, EACH ROOTED IN MONTESSORI PHILOSOPHY AND PRACTICE: YOUNG CHILDREN'S COMMUNITY FOR CHILDREN AGED 18 MONTHS TO THREE YEARS OLD; LOWER SCHOOL FOR CHILDREN 3-6 YEARS OLD; LOWER ELEMENTARY FOR 1-3 GRADE STUDENTS; UPPER ELEMENTARY FOR 4-5 GRADE STUDENTS; AND MIDDLE SCHOOL FOR 6-8 GRADE STUDENTS.WMS ALSO OFFERS ROBUST AFTER SCHOOL PROGRAMMING, INCLUDING EXTENDED CARE PROGRAMS FOR YOUNGEST CHILDREN, ENRICHMENT COURSES FOR LOWER SCHOOL AND ELEMENTARY SCHOOL CHILDREN, AND ATHLETICS AND ARTS PROGRAMMING FOR OUR MIDDLE SCHOOL STUDENTS. IN THE SUMMER, WMS RUNS A VARIETY OF SUMMER CAMPS AND PROGRAMS FOR STUDENTS BETWEEN THE AGES OF THREE AND FOURTEEN. THESE OFFERINGS RANGE FROM A MONTESSORI-INSPIRED DAY CAMP FOR YOUNGER CAMPERS, TO SPORTS CLINICS AND SPECIALTY CAMPS FOR OLDER CAMPERS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $611,778

Program Service Revenue $8,248,605

Investment Income $152,405

Other Revenue $19,165

TOTAL REVENUE $9,031,953

Expense Breakdown

Grants Paid $1,512,685

Salaries & Benefits $4,994,044

Fundraising Expenses $370,736

Program Expenses $6,647,022

Other Expenses $1,697,697

TOTAL EXPENSES $8,204,426

Year-over-Year Comparison

	2023	2022	Change
Revenue	$9,031,953	$7,520,287	+0.2%
Expenses	$8,204,426	$7,090,011	+0.2%
Net Income	$827,527	$430,276	+0.9%

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

$393,421

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TANYA HORGAN	CHAIR	5.00	Officer Director	$0	$0	$0
JEREMY LACASSE	VICE CHAIR	5.00	Officer Director	$0	$0	$0
JOHN CELEBI	TREASURER	3.00	Officer Director	$0	$0	$0
HELEN SHU	SECRETARY	3.00	Officer Director	$0	$0	$0
PETER ARTURI	BOARD MEMBER	1.00	Director	$0	$0	$0
BRIANA BALL	BOARD MEMBER	1.00	Director	$0	$0	$0
ROB COPEN	BOARD MEMBER	1.00	Director	$0	$0	$0
SUNDAY FISHER	BOARD MEMBER	1.00	Director	$0	$0	$0
BRIEANNE HILL	BOARD MEMBER	1.00	Director	$0	$0	$0
CHRISTOPHER IVEY	BOARD MEMBER	1.00	Director	$0	$0	$0
JULIA KIVITZ	BOARD MEMBER	1.00	Director	$0	$0	$0
KELLY OPDYKE	BOARD MEMBER	1.00	Director	$0	$0	$0
FLETCHER PREVIN	BOARD MEMBER	1.00	Director	$0	$0	$0
MATTHEW WOODHALL	BOARD MEMBER	1.00	Director	$0	$0	$0
LILY BINNS	BOARD MEMBER	1.00	Director	$0	$0	$0
ANNE FENTON	CHIEF FINANCIAL OFFICER	40.00	Officer	$128,989	$20,141	$149,130
LAUNA SCHWEIZER	HEAD OF SCHOOL	40.00	Officer	$207,587	$36,704	$244,291
LAURA MARTIN	ASST HEAD OF ENROLLMENT	40.00	Highest	$116,572	$4,040	$120,612

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	$9,031,953	$8,204,426	$17,537,726	$827,527
2023	$7,520,287	$7,090,011	$16,380,188	$430,276
2022	$8,011,071	$7,391,760	$15,473,493	$619,311
2021	$8,209,828	$7,355,767	$15,557,630	$854,061
2020	$6,694,300	$6,566,486	$15,547,440	$127,814
2019	$6,466,163	$6,318,016	$10,894,032	$148,147
2018	$6,515,694	$6,055,927	$11,143,480	$459,767

WASHINGTON MONTESSORI ASSOCIATION INC