MARIA MONTESSORI ACADEMY

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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

2009

Legal Domicile

Principal Officer

NANCY LINDEMAN

Phone

8018270150

Tax Period

2024-07-01 to 2025-06-30

MARIA MONTESSORI ACADEMY, founded in 2009, is a community nonprofit in the Education sector that reported $4.9M in total revenue in fiscal year 2024. Expenses of $4.7M left a modest 6% surplus.

Mission

TO PROVIDE AN INDIVIDUALIZED GRADE K-9 EDUCATION THAT PROMOTES ACADEMIC EXCELLENCE FOUNDED ON THE AUTHENTIC PHILOSOPHY OF DR. MARIA MONTESSORI.

Program Service Accomplishments

Program 1

Expenses: $3,893,306 Revenue: $41,011

THE EDUCATION OF STUDENTS GRADES K-9; WITH AN EMPHASIS ON CRAFTING EACH CHILD'S EDUCATION IN PARTNERSHIP WITH EDUCATORS AND PARENTS TO ACHIEVE HIGHER LEVELS OF ACADEMIC, PERSONAL AND SOCIAL...

THE EDUCATION OF STUDENTS GRADES K-9; WITH AN EMPHASIS ON CRAFTING EACH CHILD'S EDUCATION IN PARTNERSHIP WITH EDUCATORS AND PARENTS TO ACHIEVE HIGHER LEVELS OF ACADEMIC, PERSONAL AND SOCIAL ACHIEVEMENT, THEREBY PREPARING STUDENTS TO BECOME CONSTRUCTIVE CONTRIBUTORS TO THEIR COMMUNITY.

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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 $4,794,865

Program Service Revenue $41,011

Investment Income $104,212

Other Revenue $1,450

TOTAL REVENUE $4,941,538

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $3,893,306

Other Expenses $4,665,409

TOTAL EXPENSES $4,665,409

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,941,538	$5,012,853	0.0%
Expenses	$4,665,409	$4,627,560	+0.0%
Net Income	$276,129	$385,293	-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

N/A

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
NANCY LINDEMAN	BOAD CHAIR	2.00	Officer Director	$0	$0	$0
LOGAN KASHANIPOUR	BOARD MEMBER	2.00	Director	$0	$0	$0
STEPHANIE LOUD	BOARD MEMBER	2.00	Director	$0	$0	$0
APRIL BENCH	BOARD MEMBER	2.00	Director	$0	$0	$0
TERI JOHNSON	BOARD MEMBER	2.00	Director	$0	$0	$0
JOHN HORN	BOARD MEMBER	2.00	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	$4,941,538	$4,665,409	$12,057,995	$276,129
2024	No data	No data	No data	No data
2023	$3,976,023	$3,748,552	$11,894,028	$227,471
2022	$3,791,103	$3,601,521	$11,975,502	$189,582
2021	$3,395,449	$3,189,099	$12,094,827	$206,350
2020	$4,197,390	$3,919,805	$12,326,995	$277,585
2019	$4,654,078	$4,600,016	$12,339,408	$54,062
2018	$4,569,843	$4,404,428	$11,657,793	$165,415