RISING SUN MONTESSORI SCHOOL

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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

2013

Legal Domicile

Principal Officer

KARL ZIERHUT

Phone

9169362333

Tax Period

2023-07-01 to 2024-06-30

RISING SUN MONTESSORI SCHOOL, founded in 2013, is a community nonprofit in the Education sector that reported $2.1M in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion.

Mission

RISING SUN MONTESSORI SCHOOL IS COMMITTED TO STRENGTHENING THE CRITICAL THINKING AND PROBLEM SOLVING SKILLS OF ALL STUDENTS AND TO ENCOURAGE AN ATMOSPHERE OF INQUISITIVENESS AND INTERACTION, COLLABORATION, ENTREPRENEURSHIP, COMMUNICATION AND GLOBAL AWARENESS.

Program Service Accomplishments

Program 1

Expenses: $1,588,366 Revenue: $29,543

RISING SUN MONTESSORI SCHOOL (RSMS) BEGAN OPERATION AS A PUBLIC CHARTER SCHOOL IN AUGUST 2014. WITH A FOUNDATION IN THE MONTESSORI METHOD, RSMS OFFERS TRADITIONAL SUBJECT AREAS OF MATH, SCIENCE...

RISING SUN MONTESSORI SCHOOL (RSMS) BEGAN OPERATION AS A PUBLIC CHARTER SCHOOL IN AUGUST 2014. WITH A FOUNDATION IN THE MONTESSORI METHOD, RSMS OFFERS TRADITIONAL SUBJECT AREAS OF MATH, SCIENCE, ENGLISH, SOCIAL STUDIES, AND ART, IN LINE WITH THE COMMON CORE STATE STANDARDS. THE VISION OF RSMS IS TO IMPLEMENT AN EFFECTIVE EDUCATIONAL PROGRAM THAT WILL SUSTAIN THE MISSION FOR CONTINUED GENERATIONS OF RSMS STUDENTS AND FAMILIES. RSMS IS COMMITTED TO STRENGTHENING THE CRITICAL THINKING AND PROBLEM SOLVING SKILLS OF ALL STUDENTS AND TO ENCOURAGE AN ATMOSPHERE OF INQUISITIVENESS AND INTERACTION, COLLABORATION, ENTREPRENEURSHIP, COMMUNICATION, AND GLOBAL AWARENESS - ALL ESSENTIAL FOR THE GLOBALLY COMPETITIVE, 21ST CENTURY STUDENT. IN 2023-24, RSMS SERVED 144 STUDENTS IN GRADES TK-8.

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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 (2023)

Revenue Breakdown

Contributions & Grants $2,085,884

Program Service Revenue $29,543

Investment Income $0

Other Revenue $1,624

TOTAL REVENUE $2,117,051

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,354,462

Fundraising Expenses $0

Program Expenses $1,588,366

Other Expenses $699,969

TOTAL EXPENSES $2,054,431

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,117,051	$1,950,227	+0.1%
Expenses	$2,054,431	$2,085,005	0.0%
Net Income	$62,620	$-134,778	-1.5%

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

$156,070

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GREG FUSON	CHAIR	2.00	Officer Director	$0	$0	$0
BEN HOWARD	MEMBER	2.00	Director	$0	$0	$0
TIFFANY WATERHOUSE	MEMBER	2.00	Director	$0	$0	$0
GABRIEL RIVERA	MEMBER	2.00	Director	$0	$0	$0
KARL ZIERHUT	HEAD OF SCHOOL	40.00	Officer	$124,266	$31,804	$156,070

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	$2,117,051	$2,054,431	$1,886,733	$62,620
2023	$1,950,227	$2,085,005	$2,078,585	$-134,778
2022	$1,855,798	$1,763,274	$879,839	$92,524
2021	$1,534,169	$1,481,729	$1,009,403	$52,440
2020	$1,389,454	$1,431,288	$424,546	$-41,834
2019	$1,232,489	$1,010,551	$394,393	$221,938
2018	$992,352	$902,396	$297,622	$89,956