WASHINGTON MONTESSORI ASSOCIATION INC

EIN: 237100723 501(c)(3) Education

NEW PRESTON, CT

Total Revenue
$9,031,953
Total Expenses
$8,204,426
Total Assets
$17,537,726
Net Assets
$7,909,800
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1965
Legal Domicile
CT
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

COMMUNITY OF LEARNERS ROOTED IN THE INNOVATIVE APPROACH TO EDUCATION DESIGNED BY MARIA MONTESSORI.

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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 $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

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Liquidity & Cash Position

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Governance

Voting Members
15
Independent Members
11
Employees
93
Volunteers
64

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
6
$393,421
Total Directors
15
$0
Key Employees
0
$0
Highest Compensated
1
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
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