KENOSHA MONTESSORI SCHOOL INC (EIN 391087329) - 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

1967

Legal Domicile

Principal Officer

LEAH FEATHERSTONE

Phone

2626546950

Tax Period

2024-07-01 to 2025-06-30

KENOSHA MONTESSORI SCHOOL INC, founded in 1967, is a small nonprofit in the Education sector that reported $420K in total revenue in fiscal year 2024. Revenue decreased 6% compared to the prior year. Expenses of $397K left a modest 5% surplus.

Mission

KENOSHA MONTESSORI SCHOOL STRIVES TO PROVIDE AN ATMOSPHERE THAT ENCOURAGES LEARNING FOR LIFE, A PEACEFUL COMMUNITY, INDEPENDENCE, CURIOSITY, & CREATIVY FOLLOWING THE MONTESSORI METHOD. KMS SERVES THE COMMUNITIES OF SOUTHEAST WISCONSIN AND NORTHEAST ILLINOIS.

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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 $5,950

Program Service Revenue $382,060

Investment Income $15,630

Other Revenue $16,467

TOTAL REVENUE $420,107

Expense Breakdown

Grants Paid $0

Salaries & Benefits $321,108

Fundraising Expenses $0

Program Expenses $394,205

Other Expenses $76,167

TOTAL EXPENSES $397,275

Year-over-Year Comparison

	2024	2023	Change
Revenue	$420,107	$447,066	-0.1%
Expenses	$397,275	$430,833	-0.1%
Net Income	$22,832	$16,233	+0.4%

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

N/A

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	Role	Reportable Comp	Other Comp	Total
LEAH FEATHERSTONE	PRESIDENT	Officer Director	$0	$0	$0
TIFFANY CLARK	SECRETARY	Officer Director	$0	$0	$0
SARA HAMMOND	TREASURER	Officer Director	$0	$0	$0
RYAN STOLARIK	MEMBER	Director	$0	$0	$0
JOSH GIRARD	MEMBER	Director	$0	$0	$0
RYAN HAVRON	MEMBER	Director	$0	$0	$0
TRACI LAMBERG	ADMINISTRATOR	Officer Director	$0	$0	$0
CARLA CORREA	ACTIVITIES OFFICER	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	$420,107	$397,275	$437,524	$22,832
2024	$447,066	$430,833	$419,672	$16,233
2023	$442,119	$412,174	$410,474	$29,945
2022	$557,232	$391,019	$384,606	$166,213
2021	$364,814	$398,468	$347,360	$-33,654
2020	$459,886	$456,228	$291,872	$3,658
2019	$470,116	$500,248	$222,782	$-30,132

KENOSHA MONTESSORI SCHOOL INC