SUNRISE MONTESSORI SCHOOL INC (EIN 300292277) - 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

2005

Legal Domicile

Principal Officer

SYED AZHAR

Phone

5085418010

Tax Period

2023-07-01 to 2024-06-30

SUNRISE MONTESSORI SCHOOL INC, founded in 2005, is a small nonprofit in the Education sector that reported $513K in total revenue in fiscal year 2023. The organization ran a surplus of $77K, a strong 15% operating margin.

Mission

MONTESSORI PRESCHOOL AND KINDERGARTEN PROGRAM FOR CHILDREN AGES 2.9 TO 6 YEARS OLD.

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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 $70,833

Program Service Revenue $453,480

Investment Income $0

Other Revenue $-11,509

TOTAL REVENUE $512,804

Expense Breakdown

Grants Paid $0

Salaries & Benefits $319,432

Fundraising Expenses $3,961

Program Expenses $342,469

Other Expenses $116,026

TOTAL EXPENSES $435,458

Year-over-Year Comparison

	2023	2022	Change
Revenue	$512,804	$492,126	+0.0%
Expenses	$435,458	$423,018	+0.0%
Net Income	$77,346	$69,108	+0.1%

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

$71,570

Total Directors

$71,570

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANDREA ROSSICK	HEAD OF SCHO	40.00	Officer Director	$71,570	$0	$71,570
SYED AZHAR	PRESIDENT	1.00	Officer Director	$0	$0	$0
LINDSAY FIORITO	DIRECTOR/PAR	1.00	Director	$0	$0	$0
JACQUELYN GUBKA	DIRECTOR	1.00	Director	$0	$0	$0
URJITA JHURMARWALA	TREASURER	1.00	Officer Director	$0	$0	$0
MARK LETOURNEAU	DIRECTOR	1.00	Director	$0	$0	$0
SUE ROECKER	SECRETARY	1.00	Officer Director	$0	$0	$0
STEPHANIE ROGERS	DIRECTOR	1.00	Director	$0	$0	$0
MANISHA THANNEERU	DIRECTOR/PAR	1.00	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
2025	No data	No data	No data	No data
2024	$512,804	$435,458	$504,523	$77,346
2023	$492,126	$423,018	$450,852	$69,108
2022	$464,855	$379,032	$424,479	$85,823
2021	$294,324	$269,732	$143,518	$24,592
2020	$325,412	$294,355	$155,419	$31,057
2019	$267,230	$311,589	$34,762	$-44,359
2018	$300,485	$313,887	$72,124	$-13,402

SUNRISE MONTESSORI SCHOOL INC