NEW ALBANY MONTESSORI SCHOOL (EIN 311708037) - 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

2000

Legal Domicile

Principal Officer

DIANE R SPIEZIO

Phone

6148555267

Tax Period

2022-07-01 to 2023-06-30

NEW ALBANY MONTESSORI SCHOOL, founded in 2000, is a small nonprofit in the Education sector that reported $622K in total revenue in fiscal year 2022. Expenses of $567K left a modest 9% surplus.

Mission

TO EDUCATE CHILDREN, APPLYING PHILOSOPHY & PRINCIPLES OF MONTESSORI METHODS.

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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 (2022)

Revenue Breakdown

Contributions & Grants $151,831

Program Service Revenue $469,177

Investment Income $3

Other Revenue $528

TOTAL REVENUE $621,539

Expense Breakdown

Grants Paid $20,274

Salaries & Benefits $409,754

Fundraising Expenses $0

Program Expenses $447,640

Other Expenses $137,347

TOTAL EXPENSES $567,375

Year-over-Year Comparison

	2022	2021	Change
Revenue	$621,539	$582,614	+0.1%
Expenses	$567,375	$556,512	+0.0%
Net Income	$54,164	$26,102	+1.1%

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

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

$177,194

Total Directors

$177,194

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DIANE SPIEZIO	PRESIDENT	45.00	Officer Director	$87,250	$0	$87,250
BARBARA BACH	VICE PRESIDENT	45.00	Officer Director	$89,944	$0	$89,944
SCOTT MURRAY	TREASURER	0.50	Officer Director	$0	$0	$0
FRED RUTZ	TRUSTEE	0.50	Director	$0	$0	$0
JUDY CORNELL	TRUSTEE	0.50	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	No data	No data	No data	No data
2023	$621,539	$567,375	$871,198	$54,164
2022	$582,614	$556,512	$839,274	$26,102
2021	$603,579	$538,162	$854,495	$65,417
2020	$576,283	$552,752	$828,510	$23,531
2019	$516,112	$544,676	$853,117	$-28,564
2018	$533,652	$541,982	$906,381	$-8,330

NEW ALBANY MONTESSORI SCHOOL