Monte Vista Montessori (EIN 263130113) - 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

2008

Legal Domicile

Principal Officer

Sam Asvestas

Phone

2107376363

Tax Period

2024-01-01 to 2024-12-31

Monte Vista Montessori, founded in 2008, is a small nonprofit in the Education sector that reported $367K in total revenue in fiscal year 2024. Revenue decreased 8% compared to the prior year. Expenses of $424K exceeded revenue, resulting in a 16% operating deficit.

Mission

To provide an opportune place for children to grow to their fullest.

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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 $14,725

Program Service Revenue $351,589

Investment Income $344

Other Revenue $0

TOTAL REVENUE $366,658

Expense Breakdown

Grants Paid $0

Salaries & Benefits $314,809

Fundraising Expenses $0

Program Expenses $287,526

Other Expenses $109,481

TOTAL EXPENSES $424,290

Year-over-Year Comparison

	2024	2023	Change
Revenue	$366,658	$400,449	-0.1%
Expenses	$424,290	$444,296	0.0%
Net Income	$-57,632	$-43,847	+0.3%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Sam Asvestas	President	6.00	Officer Director	$0	$0	$0
Curtis White	Secretary	4.00	Officer Director	$0	$0	$0
Dr Jennifer Zwahr	Vice President	4.00	Officer Director	$0	$0	$0
Andreas Laven	Administrative Director	40.00	Director	$0	$0	$0
Dr Harry Wallace	Treasurer	4.00	Officer Director	$0	$0	$0
Dr David Rodriguez	Director	1.00	Director	$0	$0	$0
Kathi Frasier	Teacher rep	1.00	Director	$0	$0	$0
Dr Kat Brown	Parent rep	1.00	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
2024	$366,658	$424,290	$590,439	$-57,632
2023	$400,449	$444,296	$672,576	$-43,847
2022	$507,478	$448,027	$746,341	$59,451
2021	$595,709	$458,962	$712,178	$136,747
2020	$423,167	$515,009	$606,272	$-91,842
2019	$563,734	$496,266	$720,669	$67,468
2018	$503,462	$543,531	$685,713	$-40,069

Monte Vista Montessori