MCKENZIE MONTESSORI INSTITUTE INC (EIN 264572130) - 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

MICHELLE M ROBLERO

Phone

5412285352

Tax Period

2024-04-01 to 2025-03-31

MCKENZIE MONTESSORI INSTITUTE INC, founded in 2008, is a community nonprofit in the Education sector that reported $1.7M in total revenue in fiscal year 2024.

Mission

WE PROVIDE EDUCATION AND CHILDCARE FOR UP TO 133 CHILDREN AGES 6 WEEKS TO 12 YEARS OLD

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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 $2,850

Program Service Revenue $1,720,222

Investment Income $859

Other Revenue $0

TOTAL REVENUE $1,723,931

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,317,181

Fundraising Expenses $0

Program Expenses $1,705,173

Other Expenses $387,992

TOTAL EXPENSES $1,705,173

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,723,931	$1,611,467	+0.1%
Expenses	$1,705,173	$1,633,293	+0.0%
Net Income	$18,758	$-21,826	-1.9%

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

N/A

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

$238,096

Total Directors

$200,591

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHELLE M ROBLERO	EXECUTIVE DIRECTOR	50.00	Officer Director	$155,466	$0	$155,466
BRITTANNY HATLEN	OPERATIONS MANAGER	40.00	Officer	$82,630	$0	$82,630
BRITTANY HOLT	DIRECTOR	35.00	Director	$45,125	$0	$45,125
DAVID KASABO	DIRECTOR	1.00	Director	$0	$0	$0
PAM RING	DIRECTOR	1.00	Director	$0	$0	$0
SARA FISCHER	DIRECTOR	1.00	Director	$0	$0	$0
MICHELLE HEFNER	DIRECTOR	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
2025	$1,723,931	$1,705,173	$201,738	$18,758
2024	$1,611,467	$1,633,293	$186,767	$-21,826
2023	$1,463,915	$1,691,624	$239,453	$-227,709
2022	$1,458,570	$1,269,777	$316,272	$188,793
2021	$1,045,249	$960,605	$141,154	$84,644
2020	$850,573	$856,824	$68,128	$-6,251
2018	$559,109	$559,126	$29,002	$-17

MCKENZIE MONTESSORI INSTITUTE INC