WESTSHORE MONTESSORI ASSOCIATION (EIN 341003607) - 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

1966

Legal Domicile

Principal Officer

OLIVIA BECK LASHAWAY

Phone

4408997911

Tax Period

2024-07-01 to 2025-06-30

WESTSHORE MONTESSORI ASSOCIATION, founded in 1966, is a small nonprofit in the Education sector that reported $984K in total revenue in fiscal year 2024.

Mission

TO PROVIDE AN AUTHENTIC MONTESSORI LEARNING ENVIRONMENT WHERE EVERY CHILD MAY ESTABLISH A LASTING FOUNDATION FOR ACHIEVING THEIR FULL POTENTIAL IN LEARNING AND IN LIFE.

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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 $0

Program Service Revenue $956,694

Investment Income $13,758

Other Revenue $13,898

TOTAL REVENUE $984,350

Expense Breakdown

Grants Paid $0

Salaries & Benefits $687,228

Fundraising Expenses $6,716

Program Expenses $838,822

Other Expenses $340,925

TOTAL EXPENSES $1,028,153

Year-over-Year Comparison

	2024	2023	Change
Revenue	$984,350	$939,433	+0.0%
Expenses	$1,028,153	$951,905	+0.1%
Net Income	$-43,803	$-12,472	+2.5%

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

N/A

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

Total Directors

$104,230

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRISTOPHER MULLER	PRESIDENT	1.00	Officer	$0	$0	$0
BRITTANY NAZZARIO	VICE-PRESIDE	1.00	Officer	$0	$0	$0
MATTHEW DEFAVERI	SECRETARY	1.00	Officer	$0	$0	$0
OLIVIA BECK LASHAWAY	TREASURER	1.00	Officer	$0	$0	$0
DIANA BETTS	TRUSTEE - DI	40.00	Director	$104,230	$0	$104,230
DANIEL MIKHNO	TRUSTEE	1.00	Director	$0	$0	$0
SHARON BAHNU	TRUSTEE	1.00	Director	$0	$0	$0
EMILY SHREVE	TRUSTEE	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	$984,350	$1,028,153	$680,042	$-43,803
2024	$939,433	$951,905	$699,517	$-12,472
2023	$1,127,262	$1,015,865	$735,776	$111,397
2022	$1,084,392	$956,454	$638,834	$127,938
2021	$687,592	$575,250	$624,541	$112,342
2020	$586,406	$569,666	$403,391	$16,740
2019	$698,236	$722,364	$335,900	$-24,128

WESTSHORE MONTESSORI ASSOCIATION