Go Like the Wind Montessori School

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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

2013

Principal Officer

John Floyd

Phone

7347477422

Tax Period

2021-07-01 to 2022-06-30

Go Like the Wind Montessori School, founded in 2013, is a community nonprofit that reported $1.1M in total revenue in fiscal year 2021. Revenue surged 129% from the prior year, signaling strong growth momentum. The organization ran a surplus of $168K, a strong 15% operating margin.

Program Service Accomplishments

Program 1

Expenses: $689,278 Revenue: $584,302

The Organization collaborated with Whitmore Lake Public Schools as a pilot program for Whitmore Lake to open a Montessori based Elementary program. In the second half of the school year, the...

The Organization collaborated with Whitmore Lake Public Schools as a pilot program for Whitmore Lake to open a Montessori based Elementary program. In the second half of the school year, the organization was determined to not be financially sustainable. However, it successfully completed the school year before it transferred all remaining educational materials and furniture to Whitmore Lake Foundation of Educational Excellence to support Whitmore Lake Public Schools in continuing Montessori educational programming both in Elementary and Early Childhood Development.

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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 (2021)

Revenue Breakdown

Contributions & Grants $514,783

Program Service Revenue $591,695

Investment Income $7,314

Other Revenue $6

TOTAL REVENUE $1,113,798

Expense Breakdown

Grants Paid $28,083

Salaries & Benefits $680,707

Fundraising Expenses $0

Program Expenses $689,278

Other Expenses $237,383

TOTAL EXPENSES $946,173

Year-over-Year Comparison

	2021	2020	Change
Revenue	$1,113,798	$485,463	+1.3%
Expenses	$946,173	$720,283	+0.3%
Net Income	$167,625	$-234,820	-1.7%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NICOLE KELLER	President	10.00	Officer Director	$0	$0	$0
RISA O'HARA	Vice President	5.00	Officer Director	$0	$0	$0
JOHN FLOYD	Treasurer	5.00	Officer Director	$0	$0	$0
DAN BEATTY	Secretary	5.00	Officer Director	$0	$0	$0
TAMMY CAPATINA	Director	2.00	Director	$0	$0	$0
ANGELA LYDEN	Director	2.00	Director	$0	$0	$0
JULIE MCDONNELL	Director	2.00	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
2022	$1,113,798	$946,173	No data	$167,625
2021	$485,463	$720,283	$289,381	$-234,820
2020	$581,614	$912,907	$284,931	$-331,293
2019	$1,206,378	$1,431,026	$507,435	$-224,648
2018	$2,214,438	$2,346,003	$762,820	$-131,565