Chiaravalle Montessori School (EIN 362580506) - 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

1965

Legal Domicile

Principal Officer

Sara O'Mara

Phone

8478642190

Tax Period

2024-06-01 to 2025-05-31

Chiaravalle Montessori School, founded in 1965, is a community nonprofit that reported $9.2M in total revenue in fiscal year 2024.

Mission

Provide a modern Montessori Education that inspires Independent,Compassionate,and Innovative thinkers.

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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 $340,189

Program Service Revenue $8,315,366

Investment Income $526,941

Other Revenue $8,361

TOTAL REVENUE $9,190,857

Expense Breakdown

Grants Paid $1,161,171

Salaries & Benefits $5,880,041

Fundraising Expenses $117,352

Program Expenses $6,947,319

Other Expenses $1,886,456

TOTAL EXPENSES $8,927,668

Year-over-Year Comparison

	2024	2023	Change
Revenue	$9,190,857	$8,585,172	+0.1%
Expenses	$8,927,668	$8,459,945	+0.1%
Net Income	$263,189	$125,227	+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

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
Robyn McCloud-Springer	Head of School	40.00		$241,847	$0	$241,847
Adam Prawer-Stock	Trustee	0.00	Director	$0	$0	$0
Amy V Kontrick MD	Trustee	2.00	Director	$0	$0	$0
Joe Krouse	Trustee	2.00	Director	$0	$0	$0
Sara O'Mara	President	5.00	Officer Director	$0	$0	$0
Todd PPaul	Treasurer	5.00	Officer Director	$0	$0	$0
Mary Jean Serene	Trustee	0.00	Director	$0	$0	$0
Rebecca Silton	Trustee	2.00	Director	$0	$0	$0
Kelly Spence	Trustee	0.00	Director	$0	$0	$0
Elizabeth Al-Dajani	Vice President	5.00	Director	$0	$0	$0
Brenda Mizel	Trustee	2.00	Director	$0	$0	$0
Renee Ruffing	Secretary	5.00	Director	$0	$0	$0
Suzanne Shumaker	Trustee	2.00	Director	$0	$0	$0
Kandi Corbbins	Trustee	2.00	Director	$0	$0	$0
Kaitlin Fahey	Trustee	2.00	Director	$0	$0	$0
Margaret Lo	Trustee	2.00	Director	$0	$0	$0
Cheryl McIntosh Lombardo	Asst Secretary	2.00	Director	$0	$0	$0
Natalya Sangvhi	Trustee	2.00	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	$9,190,857	$8,927,668	$21,769,631	$263,189
2024	$8,585,172	$8,459,945	$21,448,138	$125,227
2023	$7,772,893	$7,881,735	$21,020,442	$-108,842
2022	$8,509,054	$7,408,718	$20,991,628	$1,100,336
2021	$7,071,237	$6,657,326	$21,387,810	$413,911
2020	$6,805,613	$6,964,167	$19,249,785	$-158,554
2019	$6,806,102	$6,575,608	$18,981,333	$230,494

Chiaravalle Montessori School