WOODLAND MONTESSORI SCHOOL FOUNDATION (EIN 320127361) - 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

2004

Legal Domicile

Phone

4062506293

Tax Period

2024-01-01 to 2024-12-31

WOODLAND MONTESSORI SCHOOL FOUNDATION, founded in 2004, is a small nonprofit in the Education sector that reported $222K in total revenue in fiscal year 2024. The organization ran a surplus of $167K, a strong 75% operating margin.

Mission

TO RAISE FUNDS FROM PRIVATE INDIVIDUALS AND/OR FROM OTHER FOUNDATIONS SO WE CAN MAKE CHARITABLE GRANTS, LOANS OR LOAN GUARANTEES TO SUPPORT TUITION, EQUIPAGE AND/OR TRAVEL COSTS FOR CHILDREN ACCEPTED AND WHOSE FAMILIES COULD NOT OTHERWISE AFFORD ANY OR ALL OF THE COSTS FOR MONTESSORI EDUCATION. FUNDS ARE ALSO USED TO TRAIN, EDUCATE AND CERTIFY STAFF IN ORDER TO MAINTAIN HIGHLY QUALIFIED STAFF.

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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 $210,751

Program Service Revenue $0

Investment Income $3,524

Other Revenue $7,548

TOTAL REVENUE $221,823

Expense Breakdown

Grants Paid $55,272

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $55,272

Other Expenses $0

TOTAL EXPENSES $55,272

Year-over-Year Comparison

	2024	2023	Change
Revenue	$221,823	N/A	N/A
Expenses	$55,272	N/A	N/A
Net Income	$166,551	N/A	N/A

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

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
APRIL COEN	Director	0.15	Director	$0	$0	$0
KARALYNN KRESS	Director	0.15	Director	$0	$0	$0
KATHRYN MEYERS	President	0.15	Officer	$0	$0	$0
MARLI DAVIS	Treasurer	0.15	Officer	$0	$0	$0
HEIDI MILLER	Secretary	0.15	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
2024	$221,823	$55,272	$206,056	$166,551

WOODLAND MONTESSORI SCHOOL FOUNDATION