Isthmus Montessori Academy Inc (EIN 454480175) - 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

2012

Legal Domicile

Principal Officer

Melissa Droessler

Phone

6086618200

Tax Period

2024-08-01 to 2025-07-31

Isthmus Montessori Academy Inc, founded in 2012, is a community nonprofit in the Education sector that reported $3.8M in total revenue in fiscal year 2024. Expenses of $3.6M left a modest 5% surplus.

Mission

Our mission is to provide an aid to life through a holistic AMI Montessori Education; helping children achieve their greatest success, develop independence, and live with kindness.

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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 $84,098

Program Service Revenue $3,674,642

Investment Income $8,582

Other Revenue $36,164

TOTAL REVENUE $3,803,486

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,407,902

Fundraising Expenses $56,577

Program Expenses $2,991,833

Other Expenses $1,200,037

TOTAL EXPENSES $3,607,939

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,803,486	$3,565,056	+0.1%
Expenses	$3,607,939	$3,626,559	0.0%
Net Income	$195,547	$-61,503	-4.2%

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

100

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

$122,002

Total Directors

$122,002

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Melissa Droessler	Co-Founder	40.00	Officer Director	$118,491	$3,511	$122,002
Carrie Marlette	Co-Founder	0.00	Director	$0	$0	$0
Jessi Wortman	Director	0.00	Director	$0	$0	$0
Troy Vosseller	Director	0.00	Director	$0	$0	$0
Hanif NuMan	Director	0.00	Director	$0	$0	$0
Carol Hicks	Director	0.00	Director	$0	$0	$0
Benedict Moudry	Director	0.00	Director	$0	$0	$0
Phil Dosmann	Director	0.00	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	$3,803,486	$3,607,939	$4,193,000	$195,547
2024	$3,565,056	$3,626,559	$4,223,704	$-61,503
2023	$3,427,023	$3,064,576	$4,390,192	$362,447
2022	$2,989,344	$3,241,041	$1,356,154	$-251,697
2021	$2,822,282	$2,482,839	$1,658,457	$339,443
2020	$2,874,348	$2,524,521	$1,341,624	$349,827
2019	$2,725,122	$2,843,596	$1,067,168	$-118,474

Isthmus Montessori Academy Inc