EVERGREEN MONTESSORI INC (EIN 410918423) - 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

1965

Legal Domicile

Principal Officer

QUINN BOONE

Phone

7635353553

Tax Period

2024-07-01 to 2025-06-30

EVERGREEN MONTESSORI INC, founded in 1965, is a small nonprofit that reported $658K in total revenue in fiscal year 2024. Revenue surged 20% from the prior year, signaling strong growth momentum. Expenses of $575K left a modest 13% surplus.

Mission

TO PROVIDE A MONTESSORI LEARNING ENVIRONMENT FOR THE EMOTIONAL, SOCIAL, INTELLECTUAL AND PHYSICAL DEVELOPMENT FOR CHILDREN AGES 33 MONTHS TO 6 YEARS OF AGE IN A NONCOMPETETIVE ATMOSPHERE.

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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 $12,858

Program Service Revenue $577,579

Investment Income $8,077

Other Revenue $59,579

TOTAL REVENUE $658,093

Expense Breakdown

Grants Paid $0

Salaries & Benefits $435,606

Fundraising Expenses $0

Program Expenses $538,482

Other Expenses $139,447

TOTAL EXPENSES $575,053

Year-over-Year Comparison

	2024	2023	Change
Revenue	$658,093	$547,338	+0.2%
Expenses	$575,053	$520,287	+0.1%
Net Income	$83,040	$27,051	+2.1%

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
QUINN BOONE	PRESIDENT	N/A	Officer	$0	$0	$0
CARTER FOSE	SECRETARY	N/A	Officer	$0	$0	$0
DANAE JOHNSON	MEMBER	N/A	Officer	$0	$0	$0
DANIEL KOZA	VICE PRESIDE	N/A	Officer	$0	$0	$0
KEELY MCKERNAN	MEMBER	N/A	Officer	$0	$0	$0
LAURIE SWARTWOOD	MEMBER	N/A	Officer	$0	$0	$0
KACEY HRUBY WYTTENHOVE	TREASURER	N/A	Officer	$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	$658,093	$575,053	$519,240	$83,040
2024	$547,338	$520,287	$434,906	$27,051
2023	$477,087	$456,325	$386,635	$20,762
2022	$480,340	$410,496	$368,117	$69,844
2021	$433,544	$350,644	$335,809	$82,900
2020	$281,329	$356,635	$234,886	$-75,306
2019	$406,056	$375,584	$259,024	$30,472

EVERGREEN MONTESSORI INC