BEACON ACADEMY A MONTESSORI HIGH SCHOOL (EIN 455000715) - 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

CARRIE GOODMAN

Phone

2249991177

Tax Period

2024-07-01 to 2025-06-30

BEACON ACADEMY A MONTESSORI HIGH SCHOOL, founded in 2012, is a community nonprofit in the Education sector that reported $6.4M in total revenue in fiscal year 2018. Revenue surged 20% from the prior year, signaling strong growth momentum. Expenses of $5.7M left a modest 11% surplus.

Mission

BEACON ACADEMY OFFERS STUDENTS AN EMPOWERING LEARNING ENVIRONMENT BASED ON MONTESSORI PRICIPLES PROVIDING THE SKILLS AND EXPERIENTIAL CONNECTIONS NECESSARY TO CONTRIBUTE TO A COMPLEX AND DIVERSE WORLD WITH COMPASSION AND CONFIDENCE.

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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 $2,419,856

Program Service Revenue $5,891,180

Investment Income $262,086

Other Revenue $7,555

TOTAL REVENUE $8,580,677

Expense Breakdown

Grants Paid $1,620,485

Salaries & Benefits $4,003,050

Fundraising Expenses $190,806

Program Expenses $6,687,004

Other Expenses $2,232,030

TOTAL EXPENSES $7,855,565

Year-over-Year Comparison

	2024	2023	Change
Revenue	$8,580,677	$7,254,049	+0.2%
Expenses	$7,855,565	$7,822,861	+0.0%
Net Income	$725,112	$-568,812	-2.3%

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

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

$711,107

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRIAN KING	PRESIDENT	4.00	Officer Director	$0	$0	$0
DEVIN PARSONS	VICE PRESIDENT	4.00	Officer Director	$0	$0	$0
ELIZABETH AL-DAJANI	SECRETARY	4.00	Officer Director	$0	$0	$0
SAM POLLACK	TREASURER	4.00	Officer Director	$0	$0	$0
INBAR KIRSON	DIRECTOR	2.00	Director	$0	$0	$0
BRIAN KAVANAUGH	DIRECTOR	2.00	Director	$0	$0	$0
CHRIS AMBROSO	DIRECTOR	2.00	Director	$0	$0	$0
SARAH ECK-THOMPSON	DIRECTOR	2.00	Director	$0	$0	$0
JENNIFER HODGES	DIRECTOR	2.00	Director	$0	$0	$0
CARRIE GOODMAN	DIRECTOR	2.00	Director	$0	$0	$0
TOM MURTAGH	DIRECTOR	2.00	Director	$0	$0	$0
MATT THACKER	DIRECTOR	2.00	Director	$0	$0	$0
RENEE RUFFING	ASSISTANT HEAD OF SCHOOL	40.00	Key Emp	$180,927	$24,577	$205,504
AUDREY PERROTT	HEAD OF SCHOOL	40.00	Key Emp	$317,604	$22,641	$340,245
ERIN GUTIERREZ	BUSINESS MANAGER	40.00	Key Emp	$154,284	$11,074	$165,358
SIOBHAN ALLEN	DEAN OF ADMISSION	40.00	Highest	$100,431	$20,367	$120,798
JUSTIN PITTS	ACADEMIC DEAN & MATH INSTR	40.00	Highest	$134,901	$13,403	$148,304

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	$8,580,677	$7,855,565	$13,543,780	$725,112
2024	$7,254,049	$7,822,861	$13,368,304	$-568,812
2023	$6,656,458	$7,638,740	$14,385,590	$-982,282
2022	$6,955,534	$7,457,589	$6,232,580	$-502,055
2021	$7,500,461	$6,649,947	$6,805,286	$850,514
2020	$7,395,907	$6,250,699	$6,601,262	$1,145,208
2019	$6,377,986	$5,693,497	$6,117,719	$684,489

BEACON ACADEMY A MONTESSORI HIGH SCHOOL