MONTESSORI COUNTRY SCHOOL INC

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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

1972

Legal Domicile

Principal Officer

LAWRENCE PALMER

Phone

7034378285

Tax Period

2024-07-01 to 2025-06-30

MONTESSORI COUNTRY SCHOOL INC, founded in 1972, is a small nonprofit in the Education sector that reported $790K in total revenue in fiscal year 2024. Revenue grew 16% year-over-year, indicating healthy expansion. The organization ran a surplus of $131K, a strong 17% operating margin.

Mission

PROVIDE MONTESSORI PRESCHOOL EDUCATION AND KINDERTGARTEN FOR CHILDREN IN OUR COMMUNITY.

Program Service Accomplishments

Program 1

Expenses: $447,111 Revenue: $775,015

MONTESSORI PRESECHOOL EDUCATION AND KINDERGARTEN FOR CHILDREN, INCLUDING CHILDREN WHO ATTEND ON SCHOLARSHIPS PROVIDED BY THE SCHOOL.

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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 $0

Program Service Revenue $775,018

Investment Income $18

Other Revenue $14,673

TOTAL REVENUE $789,709

Expense Breakdown

Grants Paid $0

Salaries & Benefits $486,195

Fundraising Expenses $0

Program Expenses $447,111

Other Expenses $172,095

TOTAL EXPENSES $658,290

Year-over-Year Comparison

	2024	2023	Change
Revenue	$789,709	$678,190	+0.2%
Expenses	$658,290	$570,556	+0.2%
Net Income	$131,419	$107,634	+0.2%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAUL YOUNG	PRESIDENT	5.00	Officer Director	$0	$0	$0
LAWRENCE PALMER	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
ANESE BARNETT	SECRETARY	5.00	Officer Director	$0	$0	$0
ERIC POPPE	TREASURER	5.00	Officer Director	$0	$0	$0
RACHEL BELNAP	BUILDING AND GROUNDS	5.00	Director	$0	$0	$0
ANNE FLETCHER	DIGITAL MEDIA	5.00	Director	$0	$0	$0
KATE GRAVES	SOCIAL EVENTS	5.00	Director	$0	$0	$0
KATHY LUONGO	ADVISOR	5.00	Director	$0	$0	$0
SANGEETH SHARMA	ADVISOR	5.00	Director	$0	$0	$0
DAN SALENGER	ADVISOR	5.00	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	$789,709	$658,290	$1,636,296	$131,419
2024	$678,190	$570,556	$1,507,021	$107,634
2023	$713,586	$557,729	$1,424,232	$155,857
2022	$794,772	$589,617	$1,241,087	$205,155
2021	$583,421	$447,631	$1,031,589	$135,790
2020	$600,056	$510,494	$932,718	$89,562
2019	$525,833	$482,229	$823,910	$43,604
2018	$405,511	$458,994	$808,338	$-53,483