Horizon Montessori School

EIN: 341121877 501(c)(3)

Cleveland Heights, OH

Total Revenue
$445,937
Total Expenses
$456,115
Total Assets
$918,389
Net Assets
$878,278
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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
1973
Legal Domicile
OH
Principal Officer
Diane Roberto
Phone
2163219034
Tax Period
2024-09-01 to 2025-08-31

Horizon Montessori School, founded in 1973, is a small nonprofit that reported $446K in total revenue in fiscal year 2024. Revenue decreased 9% compared to the prior year.

Mission

To provide educational services to children from 18 months through kindergarten age using a Montessori developmental approach.

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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 $21,984
Program Service Revenue $399,555
Investment Income $24,398
Other Revenue $0
TOTAL REVENUE $445,937

Expense Breakdown

Grants Paid $0
Salaries & Benefits $306,748
Fundraising Expenses $0
Program Expenses $329,645
Other Expenses $149,367
TOTAL EXPENSES $456,115

Year-over-Year Comparison

2024 2023 Change
Revenue $445,937 $489,879 -0.1%
Expenses $456,115 $431,873 +0.1%
Net Income $-10,178 $58,006 -1.2%
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
8
Independent Members
8
Employees
9
Volunteers
15

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
9
$75,000
Key Employees
1
$75,000
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Diane Roberto Executive Director 030.00
Director Key Emp Highest
$75,000 $0 $75,000
Charles Zellmer Trustee / Member 003.00
Director
$0 $0 $0
Mitchell Opalich Trustee / Member 003.00
Director
$0 $0 $0
Fiona Payne Wollman Trustee / Member 003.00
Director
$0 $0 $0
Jeff Lucier Vice President 003.00
Officer Director
$0 $0 $0
Daniel Schmidt President 003.00
Officer Director
$0 $0 $0
Carla Chokel Macklin Trustee / Member 003.00
Director
$0 $0 $0
Brendan Lucas Trustee / Member 003.00
Director
$0 $0 $0
Chauncey Keller Secretary 003.00
Officer 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 $445,937 $456,115 $918,389 $-10,178
2024 $489,879 $431,873 $903,938 $58,006
2023 $400,010 $408,987 $868,074 $-8,977
2022 $521,206 $310,285 $896,372 $210,921
2021 $330,592 $229,467 $740,315 $101,125
2020 $292,038 $335,680 $625,728 $-43,642
2019 $386,003 $393,261 $642,904 $-7,258
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