Island Montessori School Inc (EIN 320380143) - 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

2012

Legal Domicile

Principal Officer

Emily Elmore

Phone

9107954860

Tax Period

2024-07-01 to 2025-06-30

Island Montessori School Inc, founded in 2012, is a small nonprofit in the Education sector that reported $481K in total revenue in fiscal year 2024. Expenses of $442K left a modest 8% surplus.

Mission

Our mission at Island Montessori School is to create a Montessori community that respects each child as an individual and fosters in each student respect for self and others, joy in discovery, independence, communal responsibility, and peaceful problem solving.

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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 $3,672

Program Service Revenue $477,147

Investment Income $13

Other Revenue $0

TOTAL REVENUE $480,832

Expense Breakdown

Grants Paid $0

Salaries & Benefits $331,883

Fundraising Expenses $445

Program Expenses $436,417

Other Expenses $110,248

TOTAL EXPENSES $442,131

Year-over-Year Comparison

	2024	2023	Change
Revenue	$480,832	$469,553	+0.0%
Expenses	$442,131	$413,401	+0.1%
Net Income	$38,701	$56,152	-0.3%

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

N/A

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
Emily Elmore	President	2.00	Officer Director	$0	$0	$0
Lara Fritz	Vice President	2.00	Officer Director	$0	$0	$0
Nicole Smith	Secretary	2.00	Officer Director	$0	$0	$0
Kate Medero	Treasurer	2.00	Officer Director	$0	$0	$0
Jill Bean Davenport RN	Director	1.00	Director	$0	$0	$0
Michael Stuart Davenport Esq	Director	1.00	Director	$0	$0	$0
Mackenzie Wetherill	Director	1.00	Director	$0	$0	$0
Jeremy Lindquist	Director	1.00	Director	$0	$0	$0
Pamela Thigpen	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	$480,832	$442,131	$299,782	$38,701
2024	$469,553	$413,401	$237,184	$56,152
2023	$426,634	$378,276	$187,285	$48,358
2022	$378,540	$345,452	$164,407	$33,088
2021	$308,459	$317,283	$131,319	$-8,824
2020	$320,491	$279,749	$140,143	$40,742
2019	$350,367	$304,913	$99,958	$45,454

Island Montessori School Inc