SAINT FRANCIS MONTESSORI IRVING (EIN 264141394) - 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

2009

Legal Domicile

Principal Officer

JOSEPH CHRISTENSEN

Phone

9722568592

Tax Period

2024-08-01 to 2025-07-31

SAINT FRANCIS MONTESSORI IRVING, founded in 2009, is a small nonprofit in the Education sector that reported $872K in total revenue in fiscal year 2024.

Mission

TO EDUCATE CHILDREN IN ACCORDANCE WITH THE PRINCIPLES OF MARIA MONTESSORI AND THE CATECHESIS OF THE GOOD SHEPHERD. TO ENABLE CHILDREN TO REACH THEIR HIGHEST HUMAN AND RELIGIOUS POTENTIAL.

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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 $243,329

Program Service Revenue $628,593

Investment Income $123

Other Revenue $0

TOTAL REVENUE $872,045

Expense Breakdown

Grants Paid $0

Salaries & Benefits $510,676

Fundraising Expenses $35,450

Program Expenses $795,941

Other Expenses $366,353

TOTAL EXPENSES $877,029

Year-over-Year Comparison

	2024	2023	Change
Revenue	$872,045	$875,752	0.0%
Expenses	$877,029	$824,809	+0.1%
Net Income	$-4,984	$50,943	-1.1%

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

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

$37,663

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOSEPH CHRISTENSEN	PRESIDENT	3.00	Officer	$0	$0	$0
POLLY CHRISTENSEN	HEADMASTER	40.00	Key Emp	$9,000	$0	$9,000
HOLLIE ORTIZ	TREASURER	2.00	Officer	$0	$0	$0
SEAN MCCRORY	BOARD MEMBER	2.00	Director	$0	$0	$0
JUAN ROSAS	BOARD MEMBER	2.00	Director	$0	$0	$0
JENNIFER DREISBACH	BOAD MEMBER	5.00	Director	$0	$0	$0
SARAH JUNKER	SECRETARY	2.00	Officer	$0	$0	$0
PAUL STAUDUHAR	BOARD MEMBER	2.00	Director	$0	$0	$0
CAROLE MORRIS	HEADMASTER	5.00	Key Emp	$28,663	$0	$28,663

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	$872,045	$877,029	$1,742,312	$-4,984
2024	$875,752	$824,809	$1,771,927	$50,943
2023	$663,962	$684,562	$1,774,775	$-20,600
2022	$682,340	$694,563	$1,813,040	$-12,223
2021	$716,360	$581,952	$1,810,369	$134,408
2020	$531,594	$440,605	$1,142,780	$90,989
2019	$431,736	$343,602	$1,021,878	$88,134
2018	$471,869	$275,888	$969,134	$195,981

SAINT FRANCIS MONTESSORI IRVING