New World Montessori Ltd (EIN 391218905) - 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

1975

Legal Domicile

Principal Officer

Priscilla Bovee

Phone

4143516000

Tax Period

2024-08-01 to 2025-07-31

New World Montessori Ltd, founded in 1975, is a small nonprofit in the Education sector that reported $871K in total revenue in fiscal year 2024. Revenue surged 38% from the prior year, signaling strong growth momentum. The organization ran a surplus of $230K, a strong 26% operating margin.

Mission

Education of children in the Montessori Method.

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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 $188,911

Program Service Revenue $596,478

Investment Income $62,012

Other Revenue $23,590

TOTAL REVENUE $870,991

Expense Breakdown

Grants Paid $0

Salaries & Benefits $510,340

Fundraising Expenses $0

Program Expenses $578,335

Other Expenses $131,143

TOTAL EXPENSES $641,483

Year-over-Year Comparison

	2024	2023	Change
Revenue	$870,991	$629,645	+0.4%
Expenses	$641,483	$595,415	+0.1%
Net Income	$229,508	$34,230	+5.7%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Priscilla Bovee	Executive Director	50.00		$70,860	$0	$70,860
Priscilla Bovee	Executive Dir.	1.00	Director	$0	$0	$0
Tony Bangert	President	1.00	Officer Director	$0	$0	$0
Michael Litz	Vice President	1.00	Officer Director	$0	$0	$0
Will Bott	Treasurer	1.00	Officer Director	$0	$0	$0
Karen Krchma	Secretary	1.00	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	$870,991	$641,483	$1,400,989	$229,508
2024	$629,645	$595,415	$1,182,447	$34,230
2023	$602,318	$556,940	$1,153,085	$45,378
2022	$614,274	$504,913	$1,120,840	$109,361
2021	$515,121	$473,169	$1,109,226	$41,952
2020	$496,163	$549,817	$1,069,536	$-53,654
2019	$609,907	$493,345	$1,054,622	$116,562

New World Montessori Ltd