SMALL WORLD MONTESSORI SOCIETY INC (EIN 391195798) - 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

1973

Legal Domicile

Phone

2626326797

Tax Period

2024-07-01 to 2025-06-30

SMALL WORLD MONTESSORI SOCIETY INC, founded in 1973, is a small nonprofit in the Education sector that reported $639K in total revenue in fiscal year 2024. Revenue surged 33% from the prior year, signaling strong growth momentum. Expenses of $723K exceeded revenue, resulting in a 13% operating deficit.

Mission

SCHOOL FOR MONTESSORI EDUCATION FOR CHILDREN AGES 2-6 COVERING PRESCHOOL AND KINDERGARTEN PROGRAMMING. ALSO PROVIDING MONTESSORI PROGRAMS FOR BEFORE AND AFTER SCHOOL CARE

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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 $182,258

Program Service Revenue $455,873

Investment Income $1,743

Other Revenue $-400

TOTAL REVENUE $639,474

Expense Breakdown

Grants Paid $0

Salaries & Benefits $560,719

Fundraising Expenses $0

Program Expenses $644,067

Other Expenses $161,964

TOTAL EXPENSES $722,683

Year-over-Year Comparison

	2024	2023	Change
Revenue	$639,474	$479,706	+0.3%
Expenses	$722,683	$498,639	+0.4%
Net Income	$-83,209	$-18,933	+3.4%

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

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PETER BRAUN	Director	2.00	Director	$0	$0	$0
PAUL BRAUN	Director	2.00	Director	$0	$0	$0
JULIA MILLER	Director	2.00	Director	$0	$0	$0
STEPHEN PETRO	Treasurer	2.00	Director	$0	$0	$0
BECKY BIERNAT	Secretary	2.00	Director	$0	$0	$0
LIDIA HERNANDEZ GUIZAR	Vice President	2.00	Director	$0	$0	$0
GINA BRAUN	Director	2.00	Director	$0	$0	$0
MELISSA RIDGEWAY	President	2.00	Officer Director	$0	$0	$0
EMILY MUELLER	Director	2.00	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
2025	$639,474	$722,683	$288,660	$-83,209
2024	$479,706	$498,639	$334,530	$-18,933
2024	No data	No data	No data	No data
2023	$499,072	$453,585	$351,097	$45,487
2022	$523,623	$406,977	$306,867	$116,646
2021	$311,575	$277,785	$275,569	$33,790
2020	$275,064	$281,626	$184,054	$-6,562
2019	$355,842	$351,746	$191,878	$4,096

SMALL WORLD MONTESSORI SOCIETY INC