GARDEN OF HOPE MONTESSORI (EIN 411977467) - 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

2002

Legal Domicile

Principal Officer

JULIE WHITAKER

Tax Period

2023-07-01 to 2024-06-30

GARDEN OF HOPE MONTESSORI, founded in 2002, is a micro nonprofit that reported $371 in total revenue in fiscal year 2023. Revenue surged 56% from the prior year, signaling strong growth momentum. Expenses of $117K exceeded revenue, resulting in a 31457% operating deficit.

Mission

PRE SCHOOL

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $371

Other Revenue $0

TOTAL REVENUE $371

Expense Breakdown

Grants Paid $107,842

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $107,842

Other Expenses $9,234

TOTAL EXPENSES $117,076

Year-over-Year Comparison

	2023	2022	Change
Revenue	$371	$238	+0.6%
Expenses	$117,076	$10,574	+10.1%
Net Income	$-116,705	$-10,336	+10.3%

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

N/A

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
BRADY MARKELL	DIRECTOR	1.00	Director	$0	$0	$0
PADDY MCNEELY	VICE PRESIDENT	1.00	Officer	$0	$0	$0
SUSAN MCNEELY	VICE PRESIDENT	1.00	Officer	$0	$0	$0
JULIE WHITAKER	PRESIDENT	1.00	Officer	$0	$0	$0
JIM SAXON	TREASURER	1.00	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
2024	$371	$117,076	No data	$-116,705
2023	$238	$10,574	$116,705	$-10,336
2022	$57,481	$169,263	$128,666	$-111,782
2021	$272,173	$197,927	$273,975	$74,246
2020	$172,091	$221,523	$204,411	$-49,432
2019	$206,596	$184,139	$219,097	$22,457

GARDEN OF HOPE MONTESSORI