CHI MONTESSORI ACADEMY INC (EIN 465624064) - 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

Phone

4042458532

Tax Period

2024-01-01 to 2024-12-31

CHI MONTESSORI ACADEMY INC, founded in 2014, is a community nonprofit in the Education sector that reported $1.4M in total revenue in fiscal year 2024. Expenses of $1.3M left a modest 6% surplus.

Mission

THE MISSION OF CHI MONTESSORI ACADEMY IS TO OFFER A CULTURALLY RICH MONTESSORI ENVIRONMENT THAT PROVIDES CHILDREN WITH THE FREEDOM TO EXPLORE, LEARN, GROW, AND DEVELOP THEIR NATURAL GIFTS AND TALENTS SUPPORTED BY TRAINED MONTESSORI TEACHERS AND NURTURING GUIDES.

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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 $63,685

Program Service Revenue $1,314,901

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,378,586

Expense Breakdown

Grants Paid $0

Salaries & Benefits $941,539

Fundraising Expenses $64,979

Program Expenses $1,039,660

Other Expenses $358,035

TOTAL EXPENSES $1,299,574

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,378,586	$1,373,407	+0.0%
Expenses	$1,299,574	$1,201,253	+0.1%
Net Income	$79,012	$172,154	-0.5%

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

N/A

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

$70,975

Total Directors

$70,975

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHARON B SUITT	DIRECTOR	50.00	Officer Director	$48,000	$0	$48,000
SAHERAH B RAHEEM	ASST DIRECTOR	20.00	Officer Director	$22,975	$0	$22,975

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	$1,378,586	$1,299,574	$546,612	$79,012
2023	$1,373,407	$1,201,253	$474,836	$172,154
2022	$1,095,837	$905,016	$365,662	$190,821
2021	$713,006	$663,695	$203,806	$49,311
2020	$389,181	$604,903	$41,432	$-215,722
2019	$700,513	$696,585	$51,027	$3,928
2018	$520,635	$517,145	$47,099	$3,490

CHI MONTESSORI ACADEMY INC