FAIRMOUNT MONTESSORI ASSOCIATION (EIN 341217313) - 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

1959

Legal Domicile

Principal Officer

KATHIE FREER

Phone

2163217571

Tax Period

2024-07-01 to 2025-06-30

FAIRMOUNT MONTESSORI ASSOCIATION, founded in 1959, is a community nonprofit in the Education sector that reported $6.8M in total revenue in fiscal year 2024. Revenue decreased 12% compared to the prior year. Expenses of $6.5M left a modest 4% surplus.

Mission

THE MISSION OF RUFFING MONTESSORI SCHOOL IS TO EMPLOY THE PHILOSOPHY AND METHODS OF DR. MARIA MONTESSORI TO EDUCATE YOUNG PEOPLE TO THEIR FULLEST POTENTIAL, INSTILLING A DEEP SENSE OF PERSONAL INDEPENDENCE AND SOCIAL RESPONSIBILITY. WITH THE KNOWLEDGE THAT THEY ARE CITIZENS OF THE WORLD, THEY WILL CONTRIBUTE TO THAT WORLD BY MAKING DECISIONS BASED ON THE HIGHEST ORDER OF ETHICS AND CONSCIENCE.

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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 $752,761

Program Service Revenue $6,130,266

Investment Income $-86,355

Other Revenue $20,058

TOTAL REVENUE $6,816,730

Expense Breakdown

Grants Paid $509,918

Salaries & Benefits $4,067,587

Fundraising Expenses $307,132

Program Expenses $5,570,782

Other Expenses $1,968,505

TOTAL EXPENSES $6,546,010

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,816,730	$7,707,990	-0.1%
Expenses	$6,546,010	$6,470,413	+0.0%
Net Income	$270,720	$1,237,577	-0.8%

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

104

Volunteers

144

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

$343,072

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROSE KELLY	CO-PRESIDENT	5.00	Officer Director	$0	$0	$0
SETH ENGSTROM	TRUSTEE	2.00	Director	$0	$0	$0
SONAL MORATSCHEK	CO-PRESIDENT	2.00	Officer Director	$0	$0	$0
NATALIE BLUESTONE	LEADERSHIP CHAIR	2.00	Director	$0	$0	$0
DAVID LAVELLE	TRUSTEE	2.00	Director	$0	$0	$0
MIKE SEBOLD	TRUSTEE	2.00	Director	$0	$0	$0
STEPHANIE ADAMS	TRUSTEE	2.00	Director	$0	$0	$0
MELANIE KNOWLES	TRUSTEE	2.00	Director	$0	$0	$0
STEFANIE SUGAR	TRUSTEE	2.00	Director	$0	$0	$0
KEVEN LARKIN	TREASURER	2.00	Officer Director	$0	$0	$0
JOHN NEWMAN	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
MARIANNE PREBET	TRUSTEE	2.00	Director	$0	$0	$0
SYDNIA TCHEUREKDJIAN	TRUSTEE	2.00	Director	$0	$0	$0
KATIE WOZNIAK	TRUSTEE	2.00	Director	$0	$0	$0
REBECCA HOLLAND	SECRETARY	2.00	Officer Director	$0	$0	$0
DEBRA J MITCHELL	DIR. OF FINANCE & OPERATIO	40.00	Officer	$136,952	$11,114	$148,066
KATHIE FREER	HEAD OF SCHOOL	40.00	Officer	$160,911	$34,095	$195,006

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	$6,816,730	$6,546,010	$11,139,416	$270,720
2024	$7,707,990	$6,470,413	$10,036,115	$1,237,577
2023	$6,274,141	$5,783,186	$8,953,014	$490,955
2022	$6,944,624	$5,341,050	$8,687,799	$1,603,574
2021	$4,381,133	$4,705,945	$8,746,369	$-324,812
2020	$5,187,295	$4,956,399	$8,436,111	$230,896
2019	$5,528,119	$5,325,299	$7,687,034	$202,820
2018	$5,618,353	$5,420,150	$7,743,258	$198,203

FAIRMOUNT MONTESSORI ASSOCIATION