Montessori Academy in the Oaks Inc

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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

Phone

2199429410

Tax Period

2024-08-01 to 2025-07-31

Montessori Academy in the Oaks Inc, founded in 1966, is a small nonprofit in the Education sector that reported $425K in total revenue in fiscal year 2024.

Mission

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

Program Service Accomplishments

Program 1

Expenses: $418,485

Education of children ages 2 through 12

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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 $403,137

Investment Income $6

Other Revenue $21,634

TOTAL REVENUE $424,777

Expense Breakdown

Grants Paid $0

Salaries & Benefits $330,056

Fundraising Expenses $0

Program Expenses $418,485

Other Expenses $112,700

TOTAL EXPENSES $442,756

Year-over-Year Comparison

	2024	2023	Change
Revenue	$424,777	N/A	N/A
Expenses	$442,756	N/A	N/A
Net Income	$-17,979	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

Governance

Voting Members

Independent Members

Employees

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Blair Carothers	President	0.00	Officer Director	$0	$0	$0
Patricia 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
2025	$424,777	$442,756	$91,161	$-17,979
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