BEAVER VALLEY MONTESSORI SCHOOL INC (EIN 251661669) - Form 990 Financial Analysis & Trantor Score

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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

1991

Legal Domicile

Principal Officer

AMY WOODBURY

Phone

7247756333

Tax Period

2024-07-01 to 2025-06-30

BEAVER VALLEY MONTESSORI SCHOOL INC, founded in 1991, is a small nonprofit that reported $241K in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $231K left a modest 4% surplus.

Mission

PROVISION OF PRESCHOOL PROGRAM TO A MAXIMUM (PA LICENSED) NURSERY SCHOOL ENROLLMENT ON NON-PROFIT, NON-DISCRIMINATORY BASIS TO 3-6 YEAR OLD CHILDREN IN BEAVER COUNTY, PA

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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 $217,766

Investment Income $10,289

Other Revenue $12,941

TOTAL REVENUE $240,996

Expense Breakdown

Grants Paid $0

Salaries & Benefits $153,977

Fundraising Expenses $0

Program Expenses $231,269

Other Expenses $77,292

TOTAL EXPENSES $231,269

Year-over-Year Comparison

	2024	2023	Change
Revenue	$240,996	$214,914	+0.1%
Expenses	$231,269	$214,983	+0.1%
Net Income	$9,727	$-69	-142.0%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANNA BABCANEC	VICE PRESIDENT	3.00	Officer Director	$0	$0	$0
LINDA GRAHAM	PRESIDENT	5.00	Officer Director	$0	$0	$0
DIANA WOODSKE	TREASURER/SECRETARY	3.00	Officer Director	$0	$0	$0
ANNE SCHIAVONE	TRUSTEE	3.00	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	$240,996	$231,269	$235,752	$9,727
2024	$214,914	$214,983	$225,337	$-69
2023	$199,455	$203,106	$225,694	$-3,651
2022	$221,663	$188,481	$229,548	$33,182
2021	$201,713	$182,704	$217,066	$19,009

BEAVER VALLEY MONTESSORI SCHOOL INC