THE PORTLAND MONTESSORI SCHOOL (EIN 460878707) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2012

Legal Domicile

Principal Officer

JONATHAN MYERS

Phone

5036882992

Tax Period

2024-07-01 to 2025-06-30

THE PORTLAND MONTESSORI SCHOOL, founded in 2012, is a community nonprofit in the Education sector that reported $2.9M in total revenue in fiscal year 2024. Revenue surged 33% from the prior year, signaling strong growth momentum. Expenses of $2.7M left a modest 10% surplus.

Mission

GUIDES EACH CHILD'S JOYFUL QUEST TO REACH INTELLECTUAL, SPIRITUAL, SOCIAL AND EMOTIONAL POTENTIAL.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $932,144

Program Service Revenue $1,931,962

Investment Income $24,764

Other Revenue $49,167

TOTAL REVENUE $2,938,037

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,107,678

Fundraising Expenses $87,520

Program Expenses $2,135,245

Other Expenses $544,693

TOTAL EXPENSES $2,652,371

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,938,037	$2,211,202	+0.3%
Expenses	$2,652,371	$2,372,268	+0.1%
Net Income	$285,666	$-161,066	-2.8%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$156,225

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JENI AXLINE	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
JESSICA WILLEY	SECRETARY	2.00	Officer Director	$0	$0	$0
EMMA ANHOLT	TREASURER	1.00	Officer Director	$0	$0	$0
AMANDA WEST	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
WHIT PENDERGAST	BOARD MEMBER	1.00	Director	$0	$0	$0
NAURRY KWON	BOARD MEMBER (THROUGH 9/6/25)	2.00	Director	$0	$0	$0
JONATHAN MYERS	EXECUTIVE DIRECTOR	40.00	Officer	$151,877	$4,348	$156,225

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	$2,938,037	$2,652,371	$2,318,818	$285,666
2024	$2,211,202	$2,372,268	$2,135,506	$-161,066
2023	$2,405,588	$2,317,483	$2,438,023	$88,105
2022	$2,409,801	$2,047,723	$773,625	$362,078
2021	$1,759,346	$1,725,366	$456,554	$33,980
2020	$1,862,817	$1,726,424	$313,185	$136,393
2019	$1,856,279	$2,015,551	$262,774	$-159,272
2018	$1,887,059	$1,909,056	$227,824	$-21,997

THE PORTLAND MONTESSORI SCHOOL