GETTYSBURG MONTESSORI CHARTER SCHOOL (EIN 271306185) - 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

2010

Legal Domicile

Principal Officer

DR FAYE PLESO

Phone

7173341120

Tax Period

2024-07-01 to 2025-06-30

GETTYSBURG MONTESSORI CHARTER SCHOOL, founded in 2010, is a community nonprofit in the Education sector that reported $5.2M in total revenue in fiscal year 2024. Expenses of $5.0M left a modest 4% surplus.

Mission

K-6 CHARTER SCHOOL PROVIDING CHILDREN WITH A DYNAMIC AND ENGAGING EDUCATION

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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 $430,104

Program Service Revenue $4,691,933

Investment Income $28,517

Other Revenue $19,402

TOTAL REVENUE $5,169,956

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,767,509

Fundraising Expenses $0

Program Expenses $3,979,512

Other Expenses $2,193,372

TOTAL EXPENSES $4,960,881

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,169,956	$4,834,724	+0.1%
Expenses	$4,960,881	$4,452,470	+0.1%
Net Income	$209,075	$382,254	-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

$161,998

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ELENA KING	CHAIR	1.00	Officer Director	$0	$0	$0
ROSE THORNBERRY	VICE CHAIR	1.00	Officer Director	$0	$0	$0
AMY BROWN	TREASURER	1.00	Officer Director	$0	$0	$0
GREG COLOSIMO	SECRETARY	1.00	Officer Director	$0	$0	$0
TOM HOCKENSMITH	BOARD MEMBER	1.00	Director	$0	$0	$0
TRACI ELLIGSON	BOARD MEMBER	1.00	Director	$0	$0	$0
JEFF SOURS	BOARD MEMBER	1.00	Director	$0	$0	$0
DR FAYE PLESO	CEO & PRINCIPAL	40.00	Officer	$145,423	$16,575	$161,998

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	$5,169,956	$4,960,881	$7,927,325	$209,075
2024	$4,834,724	$4,452,470	$8,174,947	$382,254
2023	$4,708,708	$4,134,754	$7,895,741	$573,954
2022	$4,387,212	$3,537,091	$7,658,329	$850,121
2021	$3,323,164	$2,834,267	$7,308,651	$488,897
2020	$3,577,066	$2,723,523	$3,867,837	$853,543
2019	$3,179,769	$2,835,783	$3,195,426	$343,986
2018	$2,790,590	$2,565,563	$3,047,104	$225,027

GETTYSBURG MONTESSORI CHARTER SCHOOL