URBAN MONTESSORI (EIN 274217597) - 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

2012

Legal Domicile

Principal Officer

DANIEL BISSONNETTE

Phone

5108421181

Tax Period

2023-07-01 to 2024-06-30

URBAN MONTESSORI, founded in 2012, is a community nonprofit in the Education sector that reported $5.5M in total revenue in fiscal year 2023.

Mission

PUBLIC CHARTER SCHOOL THAT SERVES K-8TH GRADES.

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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 $5,257,081

Program Service Revenue $254,164

Investment Income $0

Other Revenue $8,865

TOTAL REVENUE $5,520,110

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,980,695

Fundraising Expenses $0

Program Expenses $4,708,708

Other Expenses $1,458,691

TOTAL EXPENSES $5,439,386

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,520,110	$5,178,709	+0.1%
Expenses	$5,439,386	$5,082,935	+0.1%
Net Income	$80,724	$95,774	-0.2%

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

$375,045

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KRISHNA FEENEY	HEAD OF SCHOOL	40.00	Officer	$182,103	$33,394	$215,497
DANIEL BISSONNETTE	ASSISTANT HEAD OF SCHOOL	40.00	Officer	$128,584	$30,964	$159,548
ELIZABETH BASCOM	DIRECTOR	40.00	Highest	$105,047	$30,321	$135,368
MELODY WASHINGTON	DIRECTOR	40.00	Highest	$114,188	$0	$114,188
AMY HG	CHAIR	3.00	Officer Director	$0	$0	$0
KARA FORTUNA	VICE CHAIR	3.00	Officer Director	$0	$0	$0
GREG KLEIN	SECRETARY	3.00	Officer Director	$0	$0	$0
EVAN SEQUOIA	TREASURER	3.00	Officer Director	$0	$0	$0
SARAH MORILL	DIRECTOR	3.00	Director	$0	$0	$0
ANN RHODES	DIRECTOR	3.00	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
2024	$5,520,110	$5,439,386	$2,856,124	$80,724
2023	$5,178,709	$5,082,935	$2,834,189	$95,774
2022	$4,494,481	$4,403,339	$2,053,873	$91,142
2021	$5,242,250	$4,111,664	$1,941,513	$1,130,586
2020	$4,265,132	$4,258,571	$1,468,587	$6,561
2019	$4,908,149	$5,643,296	$712,890	$-735,147
2018	$4,890,885	$4,675,964	$1,354,061	$214,921

URBAN MONTESSORI