MONTESSORI SCHOOL OF BOWLING GREEN (EIN 341314846) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1980

Legal Domicile

Phone

4193524203

Tax Period

2024-07-01 to 2025-06-30

MONTESSORI SCHOOL OF BOWLING GREEN, founded in 1980, is a community nonprofit in the Education sector that reported $1.3M in total revenue in fiscal year 2024. Expenses of $1.3M left a modest 4% surplus.

Mission

TO EDUCATE THE WHOLE CHILD IN A MONTESSORI ENVIRONMENT, TEACHING MUTUAL RESPECT, PERSONAL RESPONSIBILITY AND SELF-DIRECTION. TO PROVIDE TRAINING TO EDUCATORS IN THE MONTESSORI TEACHING METHODS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $22,905

Program Service Revenue $1,228,087

Investment Income $42,749

Other Revenue $27,710

TOTAL REVENUE $1,321,451

Expense Breakdown

Grants Paid $0

Salaries & Benefits $997,600

Fundraising Expenses $0

Program Expenses $979,384

Other Expenses $274,751

TOTAL EXPENSES $1,272,351

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,321,451	$1,353,632	0.0%
Expenses	$1,272,351	$1,233,839	+0.0%
Net Income	$49,100	$119,793	-0.6%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Total Directors

$69,960

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BEVERLY BECHSTEIN	Executive Direc	40.00	Director	$69,960	$0	$69,960
ALLISON BRIGGS	Trustee	1.00	Director	$0	$0	$0
SANDRA EARLE	Trustee	1.00	Director	$0	$0	$0
RANDY HUBER	Trustee	1.00	Director	$0	$0	$0
STEVE CONLIN	Vice President	1.00	Officer Director	$0	$0	$0
DAVID NEELY	Treasurer	1.00	Officer Director	$0	$0	$0
DANIELLE SOLIS	President	1.00	Officer Director	$0	$0	$0
KATHY KORDUCKI	Trustee	1.00	Director	$0	$0	$0
TOM DANIELS	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	$1,321,451	$1,272,351	$2,548,160	$49,100
2024	$1,353,632	$1,233,839	$2,575,785	$119,793
2023	$1,380,199	$1,245,999	$2,463,888	$134,200
2022	$1,419,268	$1,191,987	$2,372,745	$227,281
2021	$1,183,321	$1,092,915	$2,195,841	$90,406

MONTESSORI SCHOOL OF BOWLING GREEN