WESTERN PENNSYLVANIA MONTESSORI SCHOOL (EIN 256070444) - Form 990 Financial Analysis & Trantor Score

🔒

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

1965

Legal Domicile

Principal Officer

JAMIE CAMPBELL

Phone

4124872700

Tax Period

2024-08-01 to 2025-07-31

WESTERN PENNSYLVANIA MONTESSORI SCHOOL, founded in 1965, is a community nonprofit in the Education sector that reported $1.1M in total revenue in fiscal year 2024. Expenses of $1.0M left a modest 7% surplus.

Mission

TO PROVIDE A SAFE, SECURE, AND NURTURING ATMOSPHERE IN WHICH EACH CHILD MAY DEVELOP AND GROW EMOTIONALLY, SOCIALLY, INTELLECTUALLY, AND PHYSICALLY BY RECEIVING A WELL-ROUNDED EXPERIENCE BASED ON MONTESSORI PHILOSOPHY.

🔒

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 $0

Program Service Revenue $1,051,190

Investment Income $13,780

Other Revenue $22,740

TOTAL REVENUE $1,087,710

Expense Breakdown

Grants Paid $48,878

Salaries & Benefits $729,280

Fundraising Expenses $7,818

Program Expenses $888,162

Other Expenses $229,682

TOTAL EXPENSES $1,007,840

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,087,710	$1,103,988	0.0%
Expenses	$1,007,840	$908,319	+0.1%
Net Income	$79,870	$195,669	-0.6%

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

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

$153,464

Total Directors

$49,597

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARGEE BEGLEY	BOARD DIRECTOR	1.00	Director	$0	$0	$0
CAROL MISKELL	BOARD DIRECTOR	1.00	Director	$0	$0	$0
MARK TAMBURRI	BOARD DIRECTOR	1.00	Director	$0	$0	$0
MELISSA CURLEY	BOARD DIRECTOR	1.00	Director	$0	$0	$0
MARTHA FELDMEIER	BOARD DIRECTOR	1.00	Director	$0	$0	$0
DENNIS GALLETTA	BOARD DIRECTOR	1.00	Director	$0	$0	$0
LORRAINE HUDOCK	BOARD DIRECTOR	1.00	Director	$0	$0	$0
DIANE MINARD	BOARD DIRECTOR	1.00	Director	$0	$0	$0
MARTHA BIELO DAVIS	BOARD DIRECTOR	1.00	Director	$0	$0	$0
DINA GARBULINSK	BOARD DIRECTOR	1.00	Director	$0	$0	$0
AMY VANELLA	BOARD DIRECTOR	1.00	Director	$0	$0	$0
PETE SMITH	BOARD DIRECTOR	1.00	Director	$0	$0	$0
ANGELA TUMINELLO	BOARD DIRECTOR	1.00	Director	$0	$0	$0
DR MERRIE KING	BOARD DIRECTOR	1.00	Director	$0	$0	$0
MARCUS GRAHAM	BOARD DIRECTOR	1.00	Director	$0	$0	$0
REBECCA KNEPP	DIRECTOR OF EDUCATION	1.00	Officer Director	$49,597	$0	$49,597
JAMES CARLSON	PRESIDENT	1.00	Officer Director	$0	$0	$0
ANASTASIYA MAKSAKOVA	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
CASEY KING	BOARD MEMBER	1.00	Director	$0	$0	$0
ROBIN CESCHIN	BOARD MEMBER	1.00	Director	$0	$0	$0
COLBY HOLLABAUGH	SECRETARY	1.00	Officer Director	$0	$0	$0
LAURA CORD	BOARD MEMBER	1.00	Director	$0	$0	$0
STEPAHNIE ZANIN	BOARD MEMBER	1.00	Director	$0	$0	$0
MARY NAPOLI	BOARD MEMBER	1.00	Director	$0	$0	$0
MATT FROMM	BOARD MEMBER	1.00	Director	$0	$0	$0
JAMIE CAMPBELL	HEAD OF SCHOOL	40.00	Officer	$103,867	$0	$103,867

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	$1,087,710	$1,007,840	$1,068,971	$79,870
2024	$1,103,988	$908,319	$980,222	$195,669
2023	$910,888	$947,432	$774,227	$-36,544
2022	$1,037,065	$825,285	$781,184	$211,780
2021	$751,612	$783,748	$712,031	$-32,136
2020	$699,856	$718,390	$724,962	$-18,534
2019	$754,376	$740,825	$636,393	$13,551

WESTERN PENNSYLVANIA MONTESSORI SCHOOL