SOUTH HARPER MONTESSORI SCHOOL INC

EIN: 362879814 501(c)(3) Education

CHICAGO, IL

Total Revenue
$483,621
Total Expenses
$456,082
Total Assets
$303,151
Net Assets
$303,151
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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
2000
Legal Domicile
IL
Principal Officer
GEORGIANA COACHMAN
Phone
7737340375
Tax Period
2023-07-01 to 2024-06-30

SOUTH HARPER MONTESSORI SCHOOL INC, founded in 2000, is a small nonprofit in the Education sector that reported $484K in total revenue in fiscal year 2023. Revenue surged 24% from the prior year, signaling strong growth momentum. Expenses of $456K left a modest 6% surplus.

Mission

DAY CARE SERVICES TO PRE-SCHOOL CHILDREEN

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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 $372,655
Program Service Revenue $110,966
Investment Income $0
Other Revenue $0
TOTAL REVENUE $483,621

Expense Breakdown

Grants Paid $0
Salaries & Benefits $206,703
Fundraising Expenses $0
Program Expenses $456,082
Other Expenses $249,379
TOTAL EXPENSES $456,082

Year-over-Year Comparison

2023 2022 Change
Revenue $483,621 $389,244 +0.2%
Expenses $456,082 $366,084 +0.2%
Net Income $27,539 $23,160 +0.2%
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
8
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
0
$0
Total Directors
2
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
TERRY CLAYBOURN PRESIDENT 14
Director
$0 $0 $0
GEORGIANA COACHMAN BOARD SECRETARY 32
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 No data No data No data No data
2024 $483,621 $456,082 $303,151 $27,539
2023 $389,244 $366,084 $282,276 $23,160
2022 $403,633 $415,247 $262,304 $-11,614
2021 $433,619 $427,391 $269,332 $6,228
2021 $606,195 $507,391 $361,908 $98,804
2020 $208,092 $184,951 $284,358 $23,141
2019 $156,346 $151,436 $266,506 $4,910
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