Montessori Academy in the Oaks Inc

EIN: 351129816 501(c)(3) Education

Hobart, IN

Total Revenue
$382,762
Total Expenses
$386,116
Total Assets
$107,305
Net Assets
$104,843
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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
IN
Tax Period
2023-08-01 to 2024-07-31

Montessori Academy in the Oaks Inc, founded in 1966, is a small nonprofit in the Education sector that reported $383K in total revenue in fiscal year 2023.

Mission

Education of children ages 2 through 12 according to the principles of Maria Montessori

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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 (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $360,439
Investment Income $12
Other Revenue $22,311
TOTAL REVENUE $382,762

Expense Breakdown

Grants Paid $0
Salaries & Benefits $276,151
Fundraising Expenses $0
Program Expenses $362,333
Other Expenses $109,965
TOTAL EXPENSES $386,116

Year-over-Year Comparison

2023 2022 Change
Revenue $382,762 N/A N/A
Expenses $386,116 N/A N/A
Net Income $-3,354 N/A N/A
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
5
Independent Members
5
Employees
18
Volunteers
N/A

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
2
$0
Total Directors
5
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Neil Dimos Director 0.00
Director
$0 $0 $0
Tiffany Polus Director 0.00
Director
$0 $0 $0
Jackie Jennings Director 0.00
Director
$0 $0 $0
Elizabeth Carothers President 0.00
Officer Director
$0 $0 $0
Patty Newenhouse Treasurer 0.00
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
2024 $382,762 $386,116 $107,305 $-3,354
2023 $245,377 $280,677 $114,496 $-35,300
2022 $255,126 $226,041 $169,810 $29,085
2021 $246,102 $205,803 $187,004 $40,299
2020 $287,529 $291,485 $200,077 $-3,956
2019 $349,981 $308,898 $186,154 $41,083
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