FOUNDATIONS CHRISTIAN MONTESSORI ACADEMY OF SARASOTA INC (EIN 383884347) - 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

2012

Legal Domicile

Principal Officer

Heather Angersoll

Phone

9419077078

Tax Period

2024-01-01 to 2024-12-31

FOUNDATIONS CHRISTIAN MONTESSORI ACADEMY OF SARASOTA INC, founded in 2012, is a community nonprofit in the Religion sector that reported $1.6M in total revenue in fiscal year 2024.

Mission

Foundations Christian Montessori Academy was founded to provide a place where parents could send their children to receive an excellent academic education while still teaching them the morals and values of the Christian faith.

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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 $6,138

Program Service Revenue $1,636,617

Investment Income $0

Other Revenue $-5,716

TOTAL REVENUE $1,637,039

Expense Breakdown

Grants Paid $3,771

Salaries & Benefits $1,272,395

Fundraising Expenses $0

Program Expenses $1,244,456

Other Expenses $413,695

TOTAL EXPENSES $1,689,861

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,637,039	$1,524,890	+0.1%
Expenses	$1,689,861	$1,597,632	+0.1%
Net Income	$-52,822	$-72,742	-0.3%

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

$224,784

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Heather Angersoll	President	55.00	Director	$138,500	$0	$138,500
Yvonne Jones	Vice President	40.00	Director	$50,472	$0	$50,472
Douglas Cooley	Director	40.00	Director	$35,812	$0	$35,812
Joni Rametta	Director	10.00	Director	$0	$0	$0
Lancer Jones	Director	10.00	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
2024	$1,637,039	$1,689,861	$102,403	$-52,822
2023	$1,524,890	$1,597,632	$155,225	$-72,742
2022	$1,420,145	$1,348,933	$223,614	$71,212
2021	$1,232,424	$1,123,288	$152,403	$109,136
2020	$1,000,196	$1,106,416	$43,266	$-106,220
2019	$341,953	$321,267	$20,686	$20,686

FOUNDATIONS CHRISTIAN MONTESSORI ACADEMY OF SARASOTA INC