WILD ROSE MONTESSORI SCHOOL INC

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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

ELIZABETH CASTLE O'NEILL

Phone

6174538110

Tax Period

2024-07-01 to 2025-06-30

WILD ROSE MONTESSORI SCHOOL INC, founded in 2014, is a small nonprofit in the Education sector that reported $986K in total revenue in fiscal year 2024. Revenue surged 27% from the prior year, signaling strong growth momentum. Expenses of $884K left a modest 10% surplus.

Mission

THE MISSION OF THE WILD ROSE MONTESSORI SCHOOL IS TO OFFER AN AUTHENTIC MONTESSORI ELEMENTARY PROGRAM THAT MEETS THE UNIQUE STRENGTHS AND CHALLENGES OF EACH CHILD.

Program Service Accomplishments

Program 1

Expenses: $712,456 Revenue: $975,083

WILD ROSE MONTESSORI SCHOOL IS AN AUTHENTIC MONTESSORI SCHOOL SERVING 48 CHILDREN, 2.9 TO 11 YEARS OF AGE, AND THEIR FAMILIES.

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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 $10,950

Program Service Revenue $975,083

Investment Income $130

Other Revenue $0

TOTAL REVENUE $986,163

Expense Breakdown

Grants Paid $0

Salaries & Benefits $617,440

Fundraising Expenses $7,940

Program Expenses $712,456

Other Expenses $266,751

TOTAL EXPENSES $884,191

Year-over-Year Comparison

	2024	2023	Change
Revenue	$986,163	$774,810	+0.3%
Expenses	$884,191	$867,778	+0.0%
Net Income	$101,972	$-92,968	-2.1%

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

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

$170,969

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ELIZABETH CASTLE O'NEILL	PRESIDENT	1.00	Officer Director	$0	$0	$0
KATELYN SHORE	DIRECTOR	20.00	Director	$46,699	$0	$46,699
LINDY MCGRAIL	DIRECTOR	0.08	Director	$0	$0	$0
MEGAN PENTZ	DIRECTOR	0.08	Director	$0	$0	$0
MONICA STEIN	DIRECTOR	40.00	Director	$59,079	$0	$59,079
JOYCE YOO	DIRECTOR	40.00	Director	$65,191	$0	$65,191

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	$986,163	$884,191	$1,141,497	$101,972
2024	$774,810	$867,778	$576,898	$-92,968
2023	$924,894	$910,104	$847,192	$14,790
2022	$1,109,278	$789,708	$668,333	$319,570
2021	$624,221	$704,956	$448,207	$-80,735
2020	$811,784	$831,382	$561,838	$-19,598