COASTAL EMPIRE MONTESSORI COMMUNITY ORGANIZATION INC (EIN 300324683) - 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

TERI CORNELIUS

Phone

9123954070

Tax Period

2023-07-01 to 2024-06-30

COASTAL EMPIRE MONTESSORI COMMUNITY ORGANIZATION INC, founded in 2005, is a community nonprofit in the Education sector that reported $3.8M in total revenue in fiscal year 2023. The organization ran a surplus of $800K, a strong 21% operating margin.

Mission

TO EDUCATE THE WHOLE CHILD AS THEY GROW IN THE WORLD USING THE MONTESSORI PHILOSOPHY AND METHOD.

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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 $3,740,360

Program Service Revenue $40,801

Investment Income $65,084

Other Revenue $0

TOTAL REVENUE $3,846,245

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,134,844

Fundraising Expenses $1,241

Program Expenses $2,229,805

Other Expenses $911,268

TOTAL EXPENSES $3,046,112

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,846,245	$3,855,729	0.0%
Expenses	$3,046,112	$3,002,148	+0.0%
Net Income	$800,133	$853,581	-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

N/A

Volunteers

250

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

$122,494

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEPHANIE BABCOCK-WRIGHT	EXECUTIVE DI	40.00	Officer	$101,075	$0	$101,075
SHERI ROUSE-MAINOR	CFO	40.00	Officer	$21,419	$0	$21,419
GLORIA COOPER	TRUSTEE	1.00	Director	$0	$0	$0
TERI CORNELIUS	PRESIDENT	1.00	Officer Director	$0	$0	$0
DR CARZADEAN HARRIS	TRUSTEE	1.00	Director	$0	$0	$0
DR WILLIAM HARRIS	COMMITTEE ME	1.00	Director	$0	$0	$0
ATLEE PRINCE	VICE PRESIDE	1.00	Director	$0	$0	$0
SHARON DEL SOL	SECRETARY	1.00	Director	$0	$0	$0
VICTORIA THOMPSON	TRUSTEE	1.00	Director	$0	$0	$0
ROBBIE WILLIAMS	PARENT TRUST	1.00	Director	$0	$0	$0
KATHERINE MORRISON-DAVIS	HEAD OF MONT	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	No data	No data	No data	No data
2024	$3,846,245	$3,046,112	$3,276,717	$800,133
2023	$3,855,729	$3,002,148	$2,614,816	$853,581
2022	$2,634,227	$2,756,666	$2,228,327	$-122,439
2021	$2,976,876	$2,259,079	$1,885,186	$717,797
2020	$2,445,990	$2,499,457	$1,788,171	$-53,467
2019	$2,433,780	$2,410,927	$1,632,417	$22,853

COASTAL EMPIRE MONTESSORI COMMUNITY ORGANIZATION INC