BLUFFVIEW MONTESSORI SCHOOL

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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

HENRY SCHANTZEN

Phone

5074522807

Tax Period

2024-07-01 to 2025-06-30

BLUFFVIEW MONTESSORI SCHOOL, founded in 1987, is a community nonprofit in the Education sector that reported $3.5M in total revenue in fiscal year 2024.

Mission

TO FOSTER AND PROMOTE LEARNING THROUGH OUTCOME BASED EDUCATION AS WELL AS PROVIDE BEFORE AND AFTER SCHOOL CARE.

Program Service Accomplishments

Program 1

Expenses: $3,210,427 Revenue: $215,270

PROVIDE AN ATMOSPHERE WHERE CHILDREN ARE FREE TO DEVELOP THEIR POTENTIAL ACADEMICALLY AND EMOTIONALLY THROUGH THE CURRICULUM OF THE MONTESSORI EDUCATIONAL APPROACH. DURING FISCAL YEAR 2025 THE SCHOOL SERVED 208 STUDENTS. THE SCHOOL CONTINUES TO HAVE STUDENTS ON WAITING LISTS; HOWEVER THE GRADE LEVEL AND AVAILABLE SPACE DO NOT ALWAYS COINCIDE.

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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 $3,295,596

Program Service Revenue $215,186

Investment Income $24,119

Other Revenue $2,210

TOTAL REVENUE $3,537,111

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,316,180

Fundraising Expenses $0

Program Expenses $3,210,427

Other Expenses $1,309,763

TOTAL EXPENSES $3,625,943

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,537,111	$3,387,906	+0.0%
Expenses	$3,625,943	$3,440,311	+0.1%
Net Income	$-88,832	$-52,405	+0.7%

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

$255,433

Total Directors

$210,996

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MEGHAN BOOTH	CHAIR/TEACHER	41.00	Officer Director	$54,265	$4,588	$58,853
JESSICA MCILRATH	SECRETARY	41.00	Officer Director	$0	$0	$0
SHELLY MERCHLEWITZ	TREASURER/TEACHER	41.00	Officer Director	$43,848	$5,865	$49,713
ANNA AARRE	VICE CHAIR/TEACHER	41.00	Officer Director	$44,797	$4,820	$49,617
KIM BELL	MEMBER/TEACHER	1.00	Director	$48,823	$3,990	$52,813
MARCY FAIRCLOTH	MEMBER	1.00	Director	$0	$0	$0
STEPHANIE SCHARTEL DUNN	MEMBER	1.00	Director	$0	$0	$0
HENRY SCHANTZEN	EXECUTIVE DIRECTOR	41.00	Officer	$89,734	$7,516	$97,250

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	$3,537,111	$3,625,943	$2,110,746	$-88,832
2024	$3,387,906	$3,440,311	$2,259,704	$-52,405
2023	$3,393,190	$3,188,474	$2,517,986	$204,716
2022	$3,165,320	$3,112,179	$2,322,116	$53,141
2021	$3,245,863	$2,858,740	$2,259,664	$387,123
2020	$2,644,190	$2,611,558	$2,501,772	$32,632
2019	$2,684,915	$2,600,775	$2,534,044	$84,140
2018	$2,540,178	$2,867,735	$2,729,206	$-327,557