MOUNTAIN VIEW MONTESSORI (EIN 462536926) - 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

2013

Legal Domicile

Principal Officer

BRIAN CLYNE

Phone

4352518539

Tax Period

2024-07-01 to 2025-06-30

MOUNTAIN VIEW MONTESSORI, founded in 2013, is a community nonprofit in the Education sector that reported $3.1M in total revenue in fiscal year 2024. Expenses of $3.0M left a modest 3% surplus.

Mission

TO PROVIDE INDIVIDUALIZED GRADE K-7 EDUCATION FOUNDED UPON THE PHILOSOPHY OF DR. MARIA MONTESSORI.

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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 $2,912,575

Program Service Revenue $68,410

Investment Income $90,445

Other Revenue $0

TOTAL REVENUE $3,071,430

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,959,689

Fundraising Expenses $0

Program Expenses $2,502,997

Other Expenses $1,006,027

TOTAL EXPENSES $2,965,716

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,071,430	$3,029,261	+0.0%
Expenses	$2,965,716	$2,753,487	+0.1%
Net Income	$105,714	$275,774	-0.6%

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

$75,518

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMEE ADAMS	BOARD CHAIR	10.00	Officer Director	$0	$0	$0
MARISSA GRANADO	SECRETARY	10.00	Officer Director	$0	$0	$0
ELIZABETH CHESLEY	TRUSTEE	10.00	Director	$0	$0	$0
SHELBY BRIDGES	TRUSTEE	10.00	Director	$0	$0	$0
MATT MCDONALD	TRUSTEE	10.00	Director	$0	$0	$0
JESS SMITH	TRUSTEE	10.00	Director	$0	$0	$0
BRIAN CLYNE	EXECUTIVE DIRECTOR (FROM 5/24)	40.00	Officer	$74,843	$675	$75,518

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	$3,071,430	$2,965,716	$8,062,091	$105,714
2024	$3,029,261	$2,753,487	$8,065,752	$275,774
2023	$2,917,495	$2,706,336	$7,750,089	$211,159
2022	$2,881,869	$2,855,547	$7,063,633	$26,322
2021	$2,509,958	$2,420,943	$7,247,816	$89,015
2019	$3,008,230	$2,797,267	$7,461,840	$210,963
2018	$2,845,922	$2,474,572	$7,412,634	$371,350

MOUNTAIN VIEW MONTESSORI