LOWCOUNTRY MONTESSORI SCHOOL (EIN 463469661) - 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

2014

Legal Domicile

Principal Officer

AMY HORN

Phone

8433220577

Tax Period

2023-07-01 to 2024-06-30

LOWCOUNTRY MONTESSORI SCHOOL, founded in 2014, is a community nonprofit in the Education sector that reported $4.7M in total revenue in fiscal year 2023. Expenses of $4.5M left a modest 6% surplus.

Mission

LOWCOUNTRY MONTESSORI SCHOOL IS A FREE PUBLIC CHARTER SCHOOL FOR GRADES K THROUGH 12TH. WE ARE THE FIRST MONTESSORI SCHOOL IN THE STATE OF SOUTH CAROLINA TO OFFER A PUBLIC MONTESSORI HIGH SCHOOL.

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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 $4,467,849

Program Service Revenue $241,172

Investment Income $14,298

Other Revenue $375

TOTAL REVENUE $4,723,694

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,323,088

Fundraising Expenses $0

Program Expenses $3,528,591

Other Expenses $1,128,873

TOTAL EXPENSES $4,451,961

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,723,694	$4,453,633	+0.1%
Expenses	$4,451,961	$4,637,186	0.0%
Net Income	$271,733	$-183,553	-2.5%

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

106

Volunteers

100

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

$99,013

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GREG ALEXANDER	BOARD CHAIR	5.00	Officer Director	$0	$0	$0
JENNIFER POOLE	TREASURER/VICE CHAIR	5.00	Officer Director	$0	$0	$0
KRISTINE SCOTT	SECRETARY	5.00	Officer Director	$0	$0	$0
ANGELA WRIGHT	BOARD MEMBER	5.00	Director	$0	$0	$0
AMY HORN	DIRECTOR	40.00	Officer	$99,013	$0	$99,013

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	$4,723,694	$4,451,961	$10,515,326	$271,733
2023	$4,453,633	$4,637,186	$7,119,237	$-183,553
2022	$4,087,903	$4,040,571	$8,726,516	$47,332
2021	$3,995,445	$3,960,734	$8,675,661	$34,711
2020	$3,858,885	$3,920,667	$7,270,659	$-61,782
2019	$3,809,978	$4,050,900	$7,085,893	$-240,922
2018	$3,799,628	$3,770,229	$7,286,669	$29,399

LOWCOUNTRY MONTESSORI SCHOOL