GOLDBERG 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

2003

Legal Domicile

Phone

7137233856

Tax Period

2024-07-01 to 2025-06-30

GOLDBERG MONTESSORI SCHOOL, founded in 2003, is a community nonprofit in the Education sector that reported $1.6M in total revenue in fiscal year 2024. Revenue grew 13% year-over-year, indicating healthy expansion.

Mission

MODERN ORTHODOX JEWISH MONTESSORI SCHOOL FROM EARLY CHILDHOOD TO KINDERGARTEN FOR APPROX 70 STUDENTS

Program Service Accomplishments

Program 1

Expenses: $1,185,276 Revenue: $1,310,328

PROVIDE JEWISH MONTESSORI EDUCATION TO APPROXIMATELY 70 STUDENTS

Program 2

Expenses: $23,518 Revenue: $56,591

CAMP REVENUE

Program 3

Expenses: $40,465 Revenue: $58,509

AFTER SCHOOL ACTIVITIES

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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 $41,220

Program Service Revenue $1,518,461

Investment Income $46,363

Other Revenue $0

TOTAL REVENUE $1,606,044

Expense Breakdown

Grants Paid $68,736

Salaries & Benefits $1,058,965

Fundraising Expenses $0

Program Expenses $1,281,852

Other Expenses $461,928

TOTAL EXPENSES $1,589,629

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,606,044	$1,418,869	+0.1%
Expenses	$1,589,629	$1,560,187	+0.0%
Net Income	$16,415	$-141,318	-1.1%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBYN BURCK	DIRECTOR OF SCHOOL	40.00	Director Key Emp	$0	$0	$0
LYNDA G HALLMARK	HEAD OF SCHOOL	40.00	Director Key Emp	$0	$0	$0
KEVIN METTER	CHAIR	0.25	Officer Director	$0	$0	$0
JESSICA FLEISCHER	VICE CHAIR	0.25	Officer Director	$0	$0	$0
JAIME KARAKOWSKY	TREASURER	0.25	Officer Director	$0	$0	$0
ERIN BUSCH	SECRETARY	0.25	Officer Director	$0	$0	$0
ALANA LERNER	PTO PRESIDENT	0.25	Officer Director	$0	$0	$0
LEONARD GOLDBERG MD	LIFETIME TRUSTEE	0.25	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
2025	$1,606,044	$1,589,629	$1,415,039	$16,415
2024	$1,418,869	$1,560,187	$1,406,210	$-141,318
2023	$1,590,532	$1,354,871	$1,516,176	$235,661
2022	$1,441,759	$975,891	$1,284,599	$465,868
2021	$1,315,981	$1,251,628	$1,009,929	$64,353
2020	$1,335,753	$1,425,382	$961,494	$-89,629
2019	$1,635,334	$1,426,457	$864,099	$208,877