MONTESSORI EDUCATION TRUST INC

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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

SOREN JONES

Phone

4342959055

Tax Period

2024-06-01 to 2025-05-31

MONTESSORI EDUCATION TRUST INC, founded in 2000, is a community nonprofit in the Education sector that reported $1.1M in total revenue in fiscal year 2024. Revenue decreased 7% compared to the prior year. Expenses of $1.0M left a modest 6% surplus.

Mission

TO EDUCATE FOLLOWING THE PHILOSOPHY AND PRACTICE OF DR. MARIA MONTESSORI, FOSTERING PERSONAL INDEPENDENCE AND SOCIAL RESPONSIBILITY IN EACH INDIVIDUAL. THE SCHOOL ENROLLS CHILDREN AGES 21 MONTHS THROUGH KINDERGARTEN AND IS OPEN TO CHILDREN OF ALL BACKGROUNDS.

Program Service Accomplishments

Program 1

Expenses: $934,142 Revenue: $1,086,654

EDUCATIONAL SERVICE USING THE MONTESSORI CURRICULUM.

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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 (2024)

Revenue Breakdown

Contributions & Grants $19,431

Program Service Revenue $1,078,504

Investment Income $2,119

Other Revenue $8,150

TOTAL REVENUE $1,108,204

Expense Breakdown

Grants Paid $43,905

Salaries & Benefits $727,896

Fundraising Expenses $5,904

Program Expenses $934,142

Other Expenses $270,286

TOTAL EXPENSES $1,042,087

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,108,204	$1,185,302	-0.1%
Expenses	$1,042,087	$1,205,254	-0.1%
Net Income	$66,117	$-19,952	-4.3%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SOREN JONES	TREASURER	1.00	Officer Director	$0	$0	$0
KELLY CARWILE	SECRETARY	1.00	Officer Director	$0	$0	$0
KATIE SHEVLIN	DIRECTOR	1.00	Director	$0	$0	$0
CAITLIN RIOPEL	CHAIR	1.00	Officer Director	$0	$0	$0
KIMBERLY SAUNDERS	DIRECTOR	1.00	Director	$0	$0	$0
GLORIA BOESENBERG	PROGRAM DIRECTOR, NON-VOTING	1.00	Director	$0	$0	$0
LINDSEY MUNSON	EMERITUS DIRECTOR, NON-VOTING	0.50	Director	$0	$0	$0
VRINDA ABHYANKAR	DIRECTOR	1.00	Director	$0	$0	$0
EMMA GIVENS	DIRECTOR	1.00	Director	$0	$0	$0
JIM PUOPOLO	DIRECTOR	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	$1,108,204	$1,042,087	$1,918,181	$66,117
2024	$1,185,302	$1,205,254	$2,005,507	$-19,952
2023	$1,235,875	$1,287,176	$1,959,626	$-51,301
2022	$1,349,567	$1,150,584	$2,048,788	$198,983
2021	$1,250,311	$1,112,199	$1,285,674	$138,112
2020	$1,072,290	$1,173,970	$1,143,831	$-101,680
2019	$1,165,177	$1,102,503	$1,185,041	$62,674
2018	$917,002	$897,259	$702,130	$19,743