MOUNTAINSIDE MONTESSORI (EIN 272412529) - Form 990 Financial Analysis & Trantor Score

🔒

Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2010

Legal Domicile

Tax Period

2023-07-01 to 2024-06-30

Mountainside Montessori is a small nonprofit in the Education sector that reported $627K in total revenue in fiscal year 2018. Revenue surged 506% from the prior year, signaling strong growth momentum. The organization ran a surplus of $144K, a strong 23% operating margin.

Mission

TO PROVIDE A MONTESSORI EDUCATION FOR CHILDREN, FROM BIRTH TO NINTH GRADE, FOR THE SURROUNDING VIRGINIA COUNTIES OF FAUQUIER, PRINCE WILLIAM, CULPEPER, LOUDOUN, WARREN, CLARKE AND FAIRFAX.

🔒

Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $59,862

Program Service Revenue $1,205,067

Investment Income $8,018

Other Revenue $62,220

TOTAL REVENUE $1,335,167

Expense Breakdown

Grants Paid $0

Salaries & Benefits $756,515

Fundraising Expenses $21,859

Program Expenses $1,149,689

Other Expenses $537,323

TOTAL EXPENSES $1,293,838

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,335,167	$1,588,547	-0.2%
Expenses	$1,293,838	$1,290,224	+0.0%
Net Income	$41,329	$298,323	-0.9%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Total Directors

$97,733

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
EDEL KUNKEL	HEAD OF SCHOOL	40.00	Director	$97,733	$0	$97,733
MARGARET KILMARTIN	BOARD MEMBER	2.00	Director	$0	$0	$0
PETER HARRIS	BOARD MEMBER CFO	2.00	Officer Director	$0	$0	$0
AMIE LOWERY	SECRETARY	2.00	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	No data	No data	No data	No data
2024	$1,335,167	$1,293,838	$1,620,498	$41,329
2023	$1,588,547	$1,290,224	$1,587,807	$298,323
2022	$1,356,939	$1,154,233	$1,291,518	$202,706
2021	$1,420,941	$1,010,652	$1,125,889	$410,289
2020	$1,386,240	$1,031,174	$725,158	$355,066
2019	$627,122	$483,162	$365,440	$143,960

MOUNTAINSIDE MONTESSORI