MACDONALD MONTESSORI SCHOOL (EIN 411551812) - 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

1987

Legal Domicile

Principal Officer

ELIZABETH MACDONALD

Phone

6512271039

Tax Period

2024-01-01 to 2024-12-31

MACDONALD MONTESSORI SCHOOL, founded in 1987, is a community nonprofit in the Education sector that reported $3.0M in total revenue in fiscal year 2024.

Mission

TO OPERATE A NON-PROFIT, NON-DENOMINATIONAL, NON-DISCRIMINATORY SCHOOL AND CHILDCARE CENTER COMMITTED TO AN EXPERIENCE-ORIENTED EDUCATION FOR CHILDREN FROM 6 WEEKS TO 8 YEARS OF AGE.

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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 $0

Program Service Revenue $3,032,438

Investment Income $0

Other Revenue $0

TOTAL REVENUE $3,032,438

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,486,269

Fundraising Expenses $0

Program Expenses $2,585,751

Other Expenses $668,838

TOTAL EXPENSES $3,155,107

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,032,438	$2,967,385	+0.0%
Expenses	$3,155,107	$2,969,020	+0.1%
Net Income	$-122,669	$-1,635	+74.0%

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

$266,595

Total Directors

$282,786

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ELIZABETH MACDONALD	PRESIDENT	40.00	Officer Director	$150,497	$0	$150,497
PAIGE MACDONALD	FINANCIAL AD	40.00	Officer Director	$112,717	$3,381	$116,098
JORDAN IMOTO	DIRECTOR	1.00	Director	$15,753	$438	$16,191
RITISH DHANDHUSARIA	DIRECTOR	1.00	Director	$0	$0	$0
AMELIA GAMBETTI	DIRECTOR	1.00	Director	$0	$0	$0
ERIC LEJA	DIRECTOR	1.00	Director	$0	$0	$0
ELLEN LEJA	DIRECTOR	1.00	Director	$0	$0	$0
ARUNDHATHI PATTATHIL SASIKUMAR	DIRECTOR	1.00	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
2024	$3,032,438	$3,155,107	$1,184,823	$-122,669
2023	$2,967,385	$2,969,020	$1,252,263	$-1,635
2022	$2,915,272	$2,997,047	$1,289,087	$-81,775
2021	$3,369,478	$2,780,289	$1,409,190	$589,189
2020	$2,540,958	$2,434,297	$1,222,071	$106,661
2019	$2,613,061	$2,576,943	$784,279	$36,118
2018	$2,527,470	$2,442,875	$786,025	$84,595

MACDONALD MONTESSORI SCHOOL