WOODLAND MONTESSORI SCHOOL FOUNDATION

EIN: 320127361 501(c)(3) Education

KALISPELL, MT

Total Revenue
$221,823
Total Expenses
$55,272
Total Assets
$206,056
Net Assets
$206,056
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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
MT
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.

Program Service Accomplishments

Program 1
Expenses: $46,961

TUITION SCHOLARSHIPS WERE MADE TO WOODLAND MONTESSORI SCHOOL TO FURTHER THE ORGANIZATION'S COMMITMENT TO ENABLE CHILDREN TO ATTEND MONTESSORI SCHOOL THAT WOULD NOT OTHERWISE BE ABLE TO DO SO. IN 2024...

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TUITION SCHOLARSHIPS WERE MADE TO WOODLAND MONTESSORI SCHOOL TO FURTHER THE ORGANIZATION'S COMMITMENT TO ENABLE CHILDREN TO ATTEND MONTESSORI SCHOOL THAT WOULD NOT OTHERWISE BE ABLE TO DO SO. IN 2024 THERE WERE 14 CHILDREN THAT WERE AWARDED TUITION SCHOLARSHIPS.

Program 2
Expenses: $8,311

GRANTS WERE MADE TO WOODLAND MONTESSORI SCHOOL FOR CONTINUING EDUCATION, TEACHER TRAINING AND MONTESSORI CERTIFICATION FOR TEACHERS TO ENABLE THEM TO PROVIDE A QUALITY ACCREDITED MONTESSORI EDUCATION...

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GRANTS WERE MADE TO WOODLAND MONTESSORI SCHOOL FOR CONTINUING EDUCATION, TEACHER TRAINING AND MONTESSORI CERTIFICATION FOR TEACHERS TO ENABLE THEM TO PROVIDE A QUALITY ACCREDITED MONTESSORI EDUCATION FOR THEIR STUDENTS.

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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%)

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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

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Governance

Voting Members
5
Independent Members
5
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
3
$0
Total Directors
2
$0
Key Employees
0
$0
Highest Compensated
0
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
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