Montessori del Mundo Charter School (EIN 455428023) - 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

Wendy Renee

Phone

7208638629

Tax Period

2023-07-01 to 2024-06-30

Montessori del Mundo Charter School, founded in 2012, is a community nonprofit in the Education sector that reported $5.4M in total revenue in fiscal year 2023. Revenue grew 18% year-over-year, indicating healthy expansion.

Mission

To prepare all students for success in college and the future bilingual workforce, and to build a strong, educated, bilingual community.

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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 $1,662,587

Program Service Revenue $3,614,914

Investment Income $18,408

Other Revenue $96,710

TOTAL REVENUE $5,392,619

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,290,382

Fundraising Expenses $0

Program Expenses $3,505,102

Other Expenses $2,056,478

TOTAL EXPENSES $5,346,860

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,392,619	$4,578,090	+0.2%
Expenses	$5,346,860	$5,315,480	+0.0%
Net Income	$45,759	$-737,390	-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

$134,085

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
David Romero	Treasurer	2.00	Officer Director	$0	$0	$0
Armondo Rivera	Chair	2.00	Officer Director	$0	$0	$0
Oscar Gonzalez	Member	2.00	Director	$0	$0	$0
Ashley Muramoto	Secretary	2.00	Director	$0	$0	$0
Leticia Agras	Vice Chair	2.00	Officer Director	$0	$0	$0
Wendy Renee	Executive Director	40.00	Officer	$111,607	$22,478	$134,085

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	$5,392,619	$5,346,860	$4,379,501	$45,759
2023	$4,578,090	$5,315,480	$2,744,189	$-737,390
2022	$4,526,349	$4,378,922	$2,900,507	$147,427
2021	$4,844,904	$3,498,644	$4,212,238	$1,346,260
2020	$4,233,920	$3,619,403	$3,127,696	$614,517
2019	$3,926,459	$3,127,948	$2,851,936	$798,511
2018	$2,679,181	$4,333,503	$3,239,777	$-1,654,322

Montessori del Mundo Charter School