Pioneer Meadows Montessori School (EIN 271979359) - 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

Jenny Sidwell

Phone

3603713377

Tax Period

2023-07-01 to 2024-06-30

Pioneer Meadows Montessori School, founded in 2010, is a community nonprofit in the Education sector that reported $1.1M in total revenue in fiscal year 2023. Revenue surged 45% from the prior year, signaling strong growth momentum. Expenses of $975K left a modest 14% surplus.

Mission

MMS is committed to a high-quality Montessori education with affordable tuition, reaching an economically, racially, and culturally diverse community. MMS engages in a whole child, place based approach to our curriculum.

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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 (2023)

Revenue Breakdown

Contributions & Grants $104,216

Program Service Revenue $994,325

Investment Income $26,325

Other Revenue $6,757

TOTAL REVENUE $1,131,623

Expense Breakdown

Grants Paid $742

Salaries & Benefits $750,834

Fundraising Expenses $0

Program Expenses $784,530

Other Expenses $222,985

TOTAL EXPENSES $974,561

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,131,623	$778,528	+0.5%
Expenses	$974,561	$888,296	+0.1%
Net Income	$157,062	$-109,768	-2.4%

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

$80,499

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Julie Johnson	Executive Dir.	40.00	Officer	$80,499	$0	$80,499
Lara Kaminsky	President	0.50	Officer Director	$0	$0	$0
David Goldman	Vice President	0.50	Officer Director	$0	$0	$0
Jenny Sidwell	Treasurer	0.50	Officer Director	$0	$0	$0
Tal Mashhadian	Secretary	0.50	Officer Director	$0	$0	$0
Cristina Van Valkenburgh	Director	0.50	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	No data	No data	No data	No data
2024	$1,131,623	$974,561	$2,958,538	$157,062
2023	$778,528	$888,296	$2,699,038	$-109,768
2022	$901,268	$879,565	$2,737,472	$21,703
2021	$567,516	$673,696	$2,920,498	$-106,180
2020	$807,224	$709,202	$2,894,883	$98,022

Pioneer Meadows Montessori School