Santa Fe Educational Services Journey Montessori School

EIN: 464303416 501(c)(3) Education

Santa Fe, NM

Total Revenue
$806,120
Total Expenses
$718,631
Total Assets
$808,655
Net Assets
$799,725
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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
NM
Principal Officer
Beth Clayton
Phone
5054708928
Tax Period
2024-01-01 to 2024-12-31

Santa Fe Educational Services Journey Montessori School, founded in 2014, is a small nonprofit in the Education sector that reported $806K in total revenue in fiscal year 2024. Expenses of $719K left a modest 11% surplus.

Mission

Educational Services

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $37,508
Program Service Revenue $749,682
Investment Income $18,930
Other Revenue $0
TOTAL REVENUE $806,120

Expense Breakdown

Grants Paid $117
Salaries & Benefits $463,562
Fundraising Expenses $2,142
Program Expenses $536,463
Other Expenses $254,952
TOTAL EXPENSES $718,631

Year-over-Year Comparison

2024 2023 Change
Revenue $806,120 $774,047 +0.0%
Expenses $718,631 $665,279 +0.1%
Net Income $87,489 $108,768 -0.2%
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

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Governance

Voting Members
3
Independent Members
2
Employees
13
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
1
$0
Total Directors
1
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Beth A Clayton President 40.00
Officer Director
$0 $0 $0
Beth A Clayton President 40.00
$0 $0 $0
Beth A Clayton President 40.00
$0 $0 $0
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
2024 $806,120 $718,631 $808,655 $87,489
2023 $774,047 $665,279 $724,222 $108,768
2022 $645,506 $621,877 $612,163 $23,629
2021 $791,901 $530,282 $582,792 $261,619
2020 $493,237 $430,688 $296,130 $62,549
2019 $430,447 $367,064 $237,182 $63,383
2018 $380,040 $322,749 $172,078 $57,291
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