GLOBAL MONTESSORI ACADEMY INC (EIN 431556061) - 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

1990

Legal Domicile

Principal Officer

TRACY FORBUSH

Phone

9135441042

Tax Period

2024-01-01 to 2024-12-31

GLOBAL MONTESSORI ACADEMY INC, founded in 1990, is a community nonprofit that reported $1.7M in total revenue in fiscal year 2024.

Mission

PROVIDE A UNIQUE EDUCATIONAL ENVIRONMENT TO FACILITATE DEVELOPMENT OF THE WHOLE PERSON-INTELLECTUALLY, PHYSICALLY, EMOTIONALLY AND SOCIALLY. CURRICULM FOSTERS SELF-WORTH, RESPECT FOR OTHERS, AND RESPONSIBILITY.

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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 $77,427

Program Service Revenue $1,589,496

Investment Income $92

Other Revenue $-12,639

TOTAL REVENUE $1,654,376

Expense Breakdown

Grants Paid $44,273

Salaries & Benefits $1,087,759

Fundraising Expenses $0

Program Expenses $1,413,535

Other Expenses $540,252

TOTAL EXPENSES $1,672,284

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,654,376	$1,560,611	+0.1%
Expenses	$1,672,284	$1,681,887	0.0%
Net Income	$-17,908	$-121,276	-0.9%

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

$100,141

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ERIN HOLLAND	BOARD PRESIDENT	1.00	Officer Director	$0	$0	$0
BRIAN GORDON	VICE-PRESIDENT	0.25	Officer Director	$0	$0	$0
KRISTIN BROWN	TREASURER	0.25	Officer Director	$0	$0	$0
BRANDI FINOCCHARIO	SECRETARY	0.25	Officer Director	$0	$0	$0
REBECCA ANDERSON	DIRECTOR	0.25	Director	$0	$0	$0
ADAM BENTON	DIRECTOR	0.25	Director	$0	$0	$0
SCOTTY BRAY	DIRECTOR	0.25	Director	$0	$0	$0
ALEX BROWN	DIRECTOR	0.25	Director	$0	$0	$0
LYDIA COOK MCANULTY	DIRECTOR	0.25	Director	$0	$0	$0
JUSTIN MORRIS	DIRECTOR	0.25	Director	$0	$0	$0
ALIA KRZYZANOWSKI	DIRECTOR	0.25	Director	$0	$0	$0
TRACY FORBUSH	EXECUTIVE DIRECTOR (EX OFFICIO)	40.00	Officer	$94,841	$5,300	$100,141

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	No data	No data	No data	No data
2024	$1,654,376	$1,672,284	$1,563,908	$-17,908
2023	$1,560,611	$1,681,887	$1,677,674	$-121,276
2022	$1,627,250	$1,492,917	$1,884,578	$134,333
2021	$1,692,716	$1,411,202	$1,997,973	$281,514
2020	$1,162,656	$1,257,075	$1,781,897	$-94,419
2019	$1,311,941	$1,340,293	$1,820,904	$-28,352
2018	$1,350,661	$1,311,522	$1,904,549	$39,139

GLOBAL MONTESSORI ACADEMY INC