COUNTRYSIDE MONTESSORI SCHOOLS 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

1971

Legal Domicile

Principal Officer

MICHELE ASPINALL

Phone

8474981105

Tax Period

2024-07-01 to 2025-06-30

COUNTRYSIDE MONTESSORI SCHOOLS INC, founded in 1971, is a community nonprofit in the Education sector that reported $3.4M in total revenue in fiscal year 2024. Expenses of $3.3M left a modest 4% surplus.

Mission

OPERATION OF A SCHOOL - AN EDUCATION MUST ASSIST STUDENTS IN DEVELOPING THE QUALITIES OF RESPECT, RESPONSIBILITY AND RESOURCEFULNESS SO THEY CAN BECOME GREAT STUDENTS AND ALSO EXCEPTIONAL ADULTS.

Program Service Accomplishments

Program 1

Expenses: $2,683,089 Revenue: $3,165,938

THE ORGANIZATION'S SOLE ACTIVITY IS THE OPERATION OF A SCHOOL FOR PRESCHOOL, ELEMENTARY, AND MIDDLE SCHOOL CHILDREN. A LIMITED DAY CARE IS ALSO PROVIDED.

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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 $153,899

Program Service Revenue $3,165,938

Investment Income $57,728

Other Revenue $4,586

TOTAL REVENUE $3,382,151

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,239,436

Fundraising Expenses $23,769

Program Expenses $2,683,089

Other Expenses $1,017,254

TOTAL EXPENSES $3,256,690

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,382,151	$3,466,543	0.0%
Expenses	$3,256,690	$3,781,079	-0.1%
Net Income	$125,461	$-314,536	-1.4%

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

$155,743

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALLISON SHANK	CHAIR AND SECRETARY	1.00	Officer Director	$0	$0	$0
PETER VILLA	VICE CHAIR	1.00	Officer Director	$0	$0	$0
PETER OLSEN	TREASURER	1.00	Officer Director	$0	$0	$0
ERIC ROBERTS	TRUSTEE BEGINNING 5/1/25	1.00	Director	$0	$0	$0
BARRY FULK	TRUSTEE	1.00	Director	$0	$0	$0
DONNA GIANNIS	TRUSTEE	1.00	Director	$0	$0	$0
BRANDON VILLA	TRUSTEE BEGINNING 5/1/25	1.00	Director	$0	$0	$0
LIZANNE LITTLEFIELD	TRUSTEE	1.00	Director	$0	$0	$0
SHUBHA CHAKRAVARTHY	TRUSTEE UNTIL 3/1/25	1.00	Director	$0	$0	$0
DANIEL M KEMPER	TRUSTEE UNTIL 3/1/25	1.00	Director	$0	$0	$0
MICHELE ASPINALL	HEAD OF SCHOOL	40.00	Officer	$155,743	$0	$155,743
KAREN O'MALLEY	DIRECTOR OF ADMISSIONS	40.00	Highest	$132,571	$0	$132,571
JIM ASPINALL	DIRECTOR OF OPERATIONS	40.00	Highest	$121,147	$0	$121,147

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	$3,382,151	$3,256,690	$6,942,731	$125,461
2024	$3,466,543	$3,781,079	$6,829,998	$-314,536
2023	$4,202,915	$3,611,932	$7,146,985	$590,983
2022	$3,258,598	$3,296,059	$6,415,907	$-37,461
2021	$3,459,190	$3,104,799	$6,850,025	$354,391
2020	$3,208,650	$3,267,336	$6,590,416	$-58,686
2019	$3,416,794	$3,529,258	$6,927,623	$-112,464