MONTESSORI SCHOOL OF TUPELO INC

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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

PATRICK ELKINS

Phone

6628409917

Tax Period

2024-07-01 to 2025-06-30

MONTESSORI SCHOOL OF TUPELO INC, founded in 2008, is a small nonprofit in the Education sector that reported $698K in total revenue in fiscal year 2024. Revenue surged 36% from the prior year, signaling strong growth momentum.

Mission

MONTESSORI SCHOOL OF TUPELO, MS, INC. IS BUILT UPON THE PRINCIPLES OF MONTESSORI PHILOSOPHY, FOSTERING INDEPENDENCE, ACADEMIC EXCELLENCE AND A LIFELONG LOVE OF LEARNING. THE SCHOOL IS OPEN TO CHILDREN OF ALL BACKGROUNDS AND DESIRES AS MUCH DIVERSITY AMONG THE CHILDREN AND STAFF.

Program Service Accomplishments

Program 1

Expenses: $687,554 Revenue: $621,840

EARLY CHILDHOOD EDUCATION WITH LEARNING ENGINEERED AROUND EACH CHILDS LEARNING STYLE.

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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 $71,302

Program Service Revenue $621,840

Investment Income $666

Other Revenue $4,511

TOTAL REVENUE $698,319

Expense Breakdown

Grants Paid $0

Salaries & Benefits $562,682

Fundraising Expenses $0

Program Expenses $687,554

Other Expenses $171,569

TOTAL EXPENSES $734,251

Year-over-Year Comparison

	2024	2023	Change
Revenue	$698,319	$512,548	+0.4%
Expenses	$734,251	$708,393	+0.0%
Net Income	$-35,932	$-195,845	-0.8%

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

$18,462

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MISTY COLEMAN	HEAD OF SCHO	12.00	Officer	$18,462	$0	$18,462
LUKE BURKE	VICE PRESIDE	1.00	Officer	$0	$0	$0
PATRICK ELKINS	PRESIDENT	1.00	Officer	$0	$0	$0
SHELBY GANN	OFFICER	1.00	Officer	$0	$0	$0
CHRISTY GARRISON	SECRETARY	1.00	Officer	$0	$0	$0
LAURA KENT	TREASURER	1.00	Officer	$0	$0	$0
BRONSON TABLER	LEGAL CHAIR	1.00	Officer	$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	$698,319	$734,251	$477,414	$-35,932
2024	$512,548	$708,393	$474,376	$-195,845
2023	$539,128	$615,694	$636,455	$-76,566
2022	$674,530	$375,348	$430,565	$299,182
2021	$376,656	$323,474	$127,078	$53,182
2020	$371,699	$312,075	$93,360	$59,624
2019	$355,382	$341,665	$33,736	$13,717
2018	$366,782	$366,012	$20,019	$770