KHALSA MONTESSORI PRIMARY SCHOOL INC (EIN 263979616) - 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

KAREN PAXTON

Phone

6022523759

Tax Period

2024-07-01 to 2025-06-30

KHALSA MONTESSORI PRIMARY SCHOOL INC, founded in 2008, is a community nonprofit in the Education sector that reported $1.2M in total revenue in fiscal year 2024.

Mission

KHALSA MONTESSORI PRIMARY SCHOOL (KMPS) IS A MONTESSORI BASED PRE-K THROUGH K SCHOOL FOR STUDENTS AGE 2-6. KMPS INTEGRATES A CHALLENGING MONTESSORI EUCATION AN A CARING RESPONSIBLE COMMUNITY TO PROVIDE STUDENTS, SOCIAL, PHYSICAL AND CREATIVE GROWTH.

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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 $6,107

Program Service Revenue $1,158,966

Investment Income $5,521

Other Revenue $0

TOTAL REVENUE $1,170,594

Expense Breakdown

Grants Paid $0

Salaries & Benefits $860,947

Fundraising Expenses $0

Program Expenses $933,952

Other Expenses $383,851

TOTAL EXPENSES $1,244,798

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,170,594	$1,226,635	0.0%
Expenses	$1,244,798	$1,368,035	-0.1%
Net Income	$-74,204	$-141,400	-0.5%

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

$124,465

Total Directors

$328,303

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KAREN PAXTON	PRESIDENT	16.00	Officer Director	$48,884	$1,975	$101,236
CARIE MODEER	MEMBER	0.50	Director	$0	$6,170	$72,189
CYNTHIA HUEBSCHER	SECRETARY/TREASURER	40.00	Officer Director	$20,425	$2,804	$23,229
TOM CAGLIO	VICE PRESIDENT	0.50	Officer Director	$0	$0	$0
BRYAN MURPHY	MEMBER	0.50	Director	$0	$0	$0
ANGELA WALKER	MEMBER	0.50	Director	$0	$0	$0
RASHA ALEBRAHIM	MEMBER/ASSISTANT DIRECTOR	20.00	Director	$40,210	$4,914	$85,333
REVAY CARGO	MEMBER	40.00	Director	$42,955	$3,361	$46,316

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	$1,170,594	$1,244,798	$670,615	$-74,204
2024	$1,226,635	$1,368,035	$721,792	$-141,400
2023	$1,574,319	$1,372,173	$863,192	$202,146
2022	$1,186,870	$1,103,967	$660,820	$82,903
2021	$892,140	$859,904	$603,160	$32,236
2020	$1,024,926	$1,012,844	$686,565	$12,082
2019	$1,138,616	$1,013,998	$559,991	$124,618
2018	$1,053,434	$932,384	$454,495	$121,050

KHALSA MONTESSORI PRIMARY SCHOOL INC