Southwest Montessori Academy Inc

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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

2013

Legal Domicile

Principal Officer

John Tod

Phone

2604344450

Tax Period

2023-07-01 to 2024-06-30

Southwest Montessori Academy Inc, founded in 2013, is a small nonprofit in the Education sector that reported $472K in total revenue in fiscal year 2023. Revenue grew 14% year-over-year, indicating healthy expansion. The organization ran a surplus of $95K, a strong 20% operating margin.

Mission

To nurture and inspire the love of learning as each child prepares for life.

Program Service Accomplishments

Program 1

Expenses: $232,132 Revenue: $376,138

Southwest Montessori Academy's mission is to nurture and inspire the love of learning as each child prepares for life. With children, families, and an inclusive community at our core, we live these values and served 40 students during the 2023/2024 fiscal academic year.Create an environment of belonging and contributionEncourage confidence, compassion, curiosity, and respectCultivate socially and environmentally mindful citizensProvide a personalized education driven by Montessori principles

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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 $94,805

Program Service Revenue $376,138

Investment Income $1,821

Other Revenue $-481

TOTAL REVENUE $472,283

Expense Breakdown

Grants Paid $0

Salaries & Benefits $219,514

Fundraising Expenses $52,872

Program Expenses $232,132

Other Expenses $157,428

TOTAL EXPENSES $376,942

Year-over-Year Comparison

	2023	2022	Change
Revenue	$472,283	$414,337	+0.1%
Expenses	$376,942	$332,890	+0.1%
Net Income	$95,341	$81,447	+0.2%

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

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

$47,464

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Karrin Marquell	Executive Dir.	40.00	Officer	$47,464	$0	$47,464
John Tod	President	2.00	Officer Director	$0	$0	$0
Jessica Craft	Vice President	2.00	Officer Director	$0	$0	$0
Amy Stoffel	Treasurer	2.00	Officer Director	$0	$0	$0
Ashli Rice	Secretary	2.00	Officer Director	$0	$0	$0
Erik Olson	Director	2.00	Director	$0	$0	$0
Vyju Kadambi	Director	2.00	Director	$0	$0	$0
Bridget York	Director	2.00	Director	$0	$0	$0
Diana Sciortino Bishop	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	$472,283	$376,942	$955,380	$95,341
2023	$414,337	$332,890	$768,506	$81,447
2022	$399,492	$287,403	$624,290	$112,089
2021	$350,184	$295,193	$536,469	$54,991
2020	$315,529	$254,765	$318,754	$60,764