MONTESSORI PRIVATE ACADEMY INC (EIN 363308426) - 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

1983

Legal Domicile

Principal Officer

BLAKE H JOHNSON

Phone

8153328101

Tax Period

2024-06-01 to 2025-05-31

MONTESSORI PRIVATE ACADEMY INC, founded in 1983, is a community nonprofit in the Education sector that reported $1.1M in total revenue in fiscal year 2024. Revenue decreased 8% compared to the prior year. Expenses of $1.2M exceeded revenue, resulting in a 12% operating deficit.

Mission

MONTESSORI EDUCATION FOR 2 THROUGH 12 YEAR OLD CHILDREN(PRESCHOOL THROUGH SIXTH GRADE)

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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 $8,359

Program Service Revenue $1,041,235

Investment Income $1,143

Other Revenue $6,682

TOTAL REVENUE $1,057,419

Expense Breakdown

Grants Paid $18,100

Salaries & Benefits $795,586

Fundraising Expenses $0

Program Expenses $843,382

Other Expenses $367,815

TOTAL EXPENSES $1,181,501

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,057,419	$1,145,141	-0.1%
Expenses	$1,181,501	$1,384,630	-0.1%
Net Income	$-124,082	$-239,489	-0.5%

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

$97,917

Total Directors

$97,917

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BLAKE H JOHNSON	HEAD OF SCHO	40.00	Officer Director	$87,083	$0	$87,083
MARY SUE REUTEBUCH	HEAD OF SCHO	40.00	Officer Director	$10,834	$0	$10,834
KARLA ALDANA	MEMBER	1.00	Director	$0	$0	$0
ADAM KOZAK	MEMBER	1.00	Director	$0	$0	$0
MARK MUCCIANTI	TREASURER	2.00	Officer Director	$0	$0	$0
SARA OKEY	VICE CHAIRMA	2.00	Officer Director	$0	$0	$0
EVAN ORMAN	MEMBER	1.00	Director	$0	$0	$0
RENEE SCHOTT	CHAIRMAN	2.00	Officer Director	$0	$0	$0
GLORIDY TALOFF	MEMBER	1.00	Director	$0	$0	$0
KATIE THOMAS	MEMBER	1.00	Director	$0	$0	$0
KELLI YUGSI	SECRETARY	2.00	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	$1,057,419	$1,181,501	$2,481,201	$-124,082
2024	$1,145,141	$1,384,630	$2,814,486	$-239,489
2023	$1,192,868	$1,338,469	$3,013,644	$-145,601
2022	$1,546,319	$1,291,616	$3,361,335	$254,703
2021	$1,262,181	$1,108,035	$3,317,527	$154,146
2020	$1,337,002	$1,194,300	$2,978,999	$142,702
2019	$1,411,441	$1,303,577	$2,585,330	$107,864

MONTESSORI PRIVATE ACADEMY INC