WILCO MONTESSORI PARTNERS INC (EIN 464523814) - 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

ALLEN BROWN

Phone

5129313560

Tax Period

2023-09-01 to 2024-08-31

WILCO MONTESSORI PARTNERS INC, founded in 2013, is a community nonprofit in the Education sector that reported $4.5M in total revenue in fiscal year 2023. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $4.3M left a modest 5% surplus.

Mission

TO PROVIDE AN EXCEPTIONAL MONTESSORI EDUCATION TO ALL CHILDREN AND THEIR FAMILIES, ENCOURAGING A LIFE-LONG LOVE OF LEARNING AND ACTIVE PARTICIPATION IN THEIR COMMUNITIES AND THE WORLD.

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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 $55,192

Program Service Revenue $4,461,929

Investment Income $0

Other Revenue $0

TOTAL REVENUE $4,517,121

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,688,417

Fundraising Expenses $0

Program Expenses $3,001,939

Other Expenses $1,619,943

TOTAL EXPENSES $4,308,360

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,517,121	$3,963,557	+0.1%
Expenses	$4,308,360	$4,199,179	+0.0%
Net Income	$208,761	$-235,622	-1.9%

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

$108,925

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KANDACE AYALA	TREASURER	1.00	Director	$0	$0	$0
LYDIA HANCOCK	SECRETARY	1.00	Director	$0	$0	$0
DR BRUCE TABOR	SUPERINTENDE	40.00	Officer	$108,925	$0	$108,925
ALLEN BROWN	PRESIDENT	1.00	Director	$0	$0	$0
MARY BOWLING	BOARD MEMBER	1.00	Director	$0	$0	$0
ANDY ATTAWAY	BOARD MEMBER	1.00	Director	$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	$4,517,121	$4,308,360	$6,984,898	$208,761
2023	$3,963,557	$4,199,179	$6,976,080	$-235,622
2022	$3,812,604	$3,899,821	$1,021,061	$-87,217
2021	$4,175,636	$3,836,577	$1,123,507	$339,059
2020	$4,026,750	$3,587,871	$702,312	$438,879
2019	$3,001,061	$3,085,545	$389,199	$-84,484
2018	$2,595,813	$2,583,811	$468,630	$12,002
2017	$429,447	$338,941	$491,377	$90,506

WILCO MONTESSORI PARTNERS INC