FORT WAYNE MONTESSORI ASSOCIATION I (EIN 351141481) - 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

1967

Legal Domicile

Principal Officer

CARRIE KILE

Phone

2604933114

Tax Period

2024-07-01 to 2025-06-30

FORT WAYNE MONTESSORI ASSOCIATION I, founded in 1967, is a community nonprofit in the Education sector that reported $1.2M in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $1.1M left a modest 6% surplus.

Mission

PEACE MONTESSORI SCHOOL AWAKENS THE CHILD'S LOVE OF LEARNING AND PROVIDES AN EDUCATIONAL COMMUNITY THAT NURTURES INDEPENDENCE, INNER DISCIPLINE, MUTUAL RESPECT, SELF-CONFIDENCE, SOCIAL RESPONSIBILITY AND NATURAL CURIOSITY.

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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 $1,075,548

Investment Income $75,414

Other Revenue $45,299

TOTAL REVENUE $1,196,261

Expense Breakdown

Grants Paid $0

Salaries & Benefits $823,149

Fundraising Expenses $0

Program Expenses $712,060

Other Expenses $295,737

TOTAL EXPENSES $1,118,886

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,196,261	$1,073,843	+0.1%
Expenses	$1,118,886	$1,036,735	+0.1%
Net Income	$77,375	$37,108	+1.1%

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
KERI DO	VICE-PRESIDE	N/A	Director	$0	$0	$0
LAURA HAYDEN	BOARD MEMBER	N/A	Director	$0	$0	$0
CARRIE KILE	DIRECTOR	N/A	Officer Director	$0	$0	$0
LISA KILE-JACKSON	TREASURER	N/A	Director	$0	$0	$0
LEISE ROSMAN	BOARD MEMBER	N/A	Director	$0	$0	$0
RACHEL THOMPSON	SECRETARY	N/A	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	$1,196,261	$1,118,886	$2,014,991	$77,375
2024	$1,073,843	$1,036,735	$1,995,027	$37,108
2023	$942,451	$968,265	$2,006,095	$-25,814
2022	$639,353	$781,609	$1,955,277	$-142,256
2021	$745,708	$763,261	$2,077,882	$-17,553
2020	$833,586	$804,185	$2,086,392	$29,401
2019	$811,952	$772,567	$2,066,029	$39,385

FORT WAYNE MONTESSORI ASSOCIATION I