MONTESSORI SCHOOL FOR YOUNG CHILDRE (EIN 470606391) - 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

1978

Legal Domicile

Principal Officer

KELSEY LORIMER

Phone

4024894366

Tax Period

2024-08-01 to 2025-07-31

MONTESSORI SCHOOL FOR YOUNG CHILDRE, founded in 1978, is a small nonprofit in the Education sector that reported $867K in total revenue in fiscal year 2024. Expenses of $808K left a modest 7% surplus.

Mission

ESTABLISH AND MAINTAIN A SCHOOL FOR CHILDREN WHEREIN THE MONTESSORI METHOD OF EDUCATION IS PRACTICED. THE SCHOOL SERVES 60-100 CHILDREN AGES 18- MONTHS TO 6-YEARS.

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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 $1,108

Program Service Revenue $817,746

Investment Income $9,293

Other Revenue $39,053

TOTAL REVENUE $867,200

Expense Breakdown

Grants Paid $0

Salaries & Benefits $661,632

Fundraising Expenses $13,878

Program Expenses $733,686

Other Expenses $146,579

TOTAL EXPENSES $808,211

Year-over-Year Comparison

	2024	2023	Change
Revenue	$867,200	$804,048	+0.1%
Expenses	$808,211	$773,062	+0.0%
Net Income	$58,989	$30,986	+0.9%

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

110

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MORGAN BEAL	VICE PRESIDE	N/A	Director	$0	$0	$0
YAHAIRA CORTEZ	DIRECTOR	N/A	Director	$0	$0	$0
LAUREN FIX	DIRECTOR	N/A	Director	$0	$0	$0
TYLER FORD	DIRECTOR	N/A	Director	$0	$0	$0
KELSEY LORIMER	PRESIDENT	N/A	Officer Director	$0	$0	$0
ANDREW OWENS	DIRECTOR	N/A	Director	$0	$0	$0
KENDRA PLOTT	SECRETARY	N/A	Officer Director	$0	$0	$0
ERIKA PRUCHA	DIRECTOR	N/A	Director	$0	$0	$0
SADIE THOMPSON	TREASURER	N/A	Officer 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
2025	$867,200	$808,211	$960,325	$58,989
2024	$804,048	$773,062	$950,576	$30,986
2023	$656,797	$657,890	$950,824	$-1,093
2022	$700,265	$590,471	$975,391	$109,794
2021	$482,485	$418,505	$946,088	$63,980
2020	$391,642	$356,211	$424,822	$35,431
2019	$442,365	$372,368	$324,044	$69,997
2018	$394,513	$362,073	$268,938	$32,440

MONTESSORI SCHOOL FOR YOUNG CHILDRE