Common Roots Montessori School (EIN 451062357) - 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

Legal Domicile

Phone

6512221555

Tax Period

2023-07-01 to 2024-06-30

Common Roots Montessori School is a small nonprofit in the Human Services sector that reported $1000K in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $924K left a modest 8% surplus.

Mission

To provide a safe, beautiful, and authentic Montessori learning environment; to serve an inclusive community of multicultural and economically diverse families; and to support children in becoming confident, independent, and compassionate members of society.

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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 $112,188

Program Service Revenue $866,624

Investment Income $0

Other Revenue $20,712

TOTAL REVENUE $999,524

Expense Breakdown

Grants Paid $0

Salaries & Benefits $682,564

Fundraising Expenses $703

Program Expenses $798,960

Other Expenses $241,613

TOTAL EXPENSES $924,177

Year-over-Year Comparison

	2023	2022	Change
Revenue	$999,524	$915,767	+0.1%
Expenses	$924,177	$844,765	+0.1%
Net Income	$75,347	$71,002	+0.1%

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

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

$76,373

Total Directors

$76,373

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Maya Verjovsky	Head of School	45.00	Officer Director	$76,373	$0	$76,373
Emily McMahon	President	0.00	Officer Director	$0	$0	$0
Alex Wolff	Treasurer	2.00	Officer Director	$0	$0	$0
Adam Gettings	Director	2.00	Director	$0	$0	$0
Mirae Hassler	Director	2.00	Director	$0	$0	$0
Emily Leutgeb	Director	2.00	Director	$0	$0	$0
Meg McEachran	Director	2.00	Director	$0	$0	$0
Kelly McKown	Director	2.00	Director	$0	$0	$0
Bobby Schmitz	Director	2.00	Director	$0	$0	$0
Kara Younkin	Director	2.00	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
2025	No data	No data	No data	No data
2024	$999,524	$924,177	$1,510,652	$75,347
2023	$915,767	$844,765	$485,947	$71,002
2022	$959,425	$773,034	$447,692	$186,391
2021	$757,589	$670,809	$366,941	$86,780
2020	$624,205	$631,257	$189,147	$-7,052
2019	$662,423	$663,322	$93,858	$-899
2018	$672,194	$665,131	$108,746	$7,063

Common Roots Montessori School