West Side Montessori (EIN 460761429) - 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

Olatunde Kamson

Phone

4019359970

Tax Period

2022-07-01 to 2023-06-30

West Side Montessori, founded in 2012, is a community nonprofit that reported $1.1M in total revenue in fiscal year 2022. Revenue surged 80% from the prior year, signaling strong growth momentum. The organization ran a surplus of $244K, a strong 23% operating margin.

Mission

To provide excellent early educational opportunities using the Montessori philosophy.

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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 (2022)

Revenue Breakdown

Contributions & Grants $380,831

Program Service Revenue $390,341

Investment Income $237

Other Revenue $294,034

TOTAL REVENUE $1,065,443

Expense Breakdown

Grants Paid $0

Salaries & Benefits $554,289

Fundraising Expenses $60,822

Program Expenses $573,287

Other Expenses $266,743

TOTAL EXPENSES $821,032

Year-over-Year Comparison

	2022	2021	Change
Revenue	$1,065,443	$593,397	+0.8%
Expenses	$821,032	$728,200	+0.1%
Net Income	$244,411	$-134,803	-2.8%

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

$90,674

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Olatunde Kamson	Board Chair	4.00	Officer Director	$0	$0	$0
Joshua Xavier	Board Member	1.00	Director	$0	$0	$0
Teryl Sweeney	Board Member	4.00	Director	$0	$0	$0
Colleen O'Donnell	Secretary	2.00	Officer Director	$0	$0	$0
Carlon Howard	Board Member	1.00	Director	$0	$0	$0
Angelia Duran	Vice Chair	2.00	Officer Director	$0	$0	$0
Eudad Gonzalez	Board Member	1.00	Director	$0	$0	$0
Anny Serrano	Treasurer	2.00	Officer Director	$0	$0	$0
Sabrina Uribe Ruggiero	Executive Director	40.00	Officer	$90,674	$0	$90,674

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	No data	No data	No data	No data
2023	$1,065,443	$821,032	$1,507,319	$244,411
2022	$593,397	$728,200	$1,563,682	$-134,803
2021	$544,388	$537,242	$1,269,172	$7,146
2020	$473,357	$429,561	$1,233,494	$43,796
2019	$537,838	$509,647	$1,164,675	$28,191
2018	$340,790	$371,544	$1,128,977	$-30,754

West Side Montessori