Sunshine Montessori School Inc (EIN 411317651) - 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

1978

Legal Domicile

Principal Officer

Alanna Nelson

Phone

6128274504

Tax Period

2024-06-01 to 2025-05-31

Sunshine Montessori School Inc, founded in 1978, is a small nonprofit that reported $952K in total revenue in fiscal year 2024.

Mission

To provide an outstanding learning environment that allows each childs own motivation and interest to be the starting point for learning. Sunshine nurtures a love of learning, self-motivation, a mind of independentjudgement, and a healthy respect for oneself, others and the environment.

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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 $52,020

Program Service Revenue $886,583

Investment Income $3,220

Other Revenue $9,903

TOTAL REVENUE $951,726

Expense Breakdown

Grants Paid $0

Salaries & Benefits $782,725

Fundraising Expenses $11,312

Program Expenses $718,523

Other Expenses $165,491

TOTAL EXPENSES $948,216

Year-over-Year Comparison

	2024	2023	Change
Revenue	$951,726	$928,558	+0.0%
Expenses	$948,216	$926,107	+0.0%
Net Income	$3,510	$2,451	+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

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

$92,500

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Erika Grantier	President	2.00	Officer Director	$0	$0	$0
Allison Frush	Vice President	2.00	Officer Director	$0	$0	$0
Megan Mueller	Treasurer	2.00	Officer Director	$0	$0	$0
Emma Mangano	Secretary	2.00	Officer Director	$0	$0	$0
Emily Harris	Boardmember	1.00	Director	$0	$0	$0
Jesse Welsh	Boardmember	1.00	Director	$0	$0	$0
Eric Eul	Boardmember	1.00	Director	$0	$0	$0
Laura Rogers	Boardmember	1.00	Director	$0	$0	$0
Alanna Nelson	Executive Director	40.00	Officer	$90,000	$2,500	$92,500

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	$951,726	$948,216	$299,806	$3,510
2023	$856,127	$862,140	$392,885	$-6,013
2023	$928,558	$926,107	$346,290	$2,451
2022	$798,822	$775,687	$309,840	$23,135

Sunshine Montessori School Inc