BREAKTHROUGH MONTESSORI PUBLIC CHARTER SCHOOL (EIN 473267901) - 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

2015

Legal Domicile

Principal Officer

EMILY HEDIN

Phone

2028641979

Tax Period

2022-07-01 to 2023-06-30

BREAKTHROUGH MONTESSORI PUBLIC CHARTER SCHOOL, founded in 2015, is a community nonprofit in the Education sector that reported $8.5M in total revenue in fiscal year 2022.

Mission

TO PROVIDE FAMILIES IN WASHINGTON, DC WITH A FULLY IMPLEMENTED, PUBLIC MONTESSORI PROGRAM THAT ENABLES CHILDREN TO DEVELOP WITHIN THEMSELVES THE POWER TO SHAPE THEIR LIVES AND THE WORLD AROUND THEM.

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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 (2022)

Revenue Breakdown

Contributions & Grants $466,753

Program Service Revenue $8,061,558

Investment Income $5,119

Other Revenue $0

TOTAL REVENUE $8,533,430

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,811,095

Fundraising Expenses $44,950

Program Expenses $7,612,347

Other Expenses $4,178,533

TOTAL EXPENSES $8,989,628

Year-over-Year Comparison

	2022	2021	Change
Revenue	$8,533,430	$7,979,008	+0.1%
Expenses	$8,989,628	$8,193,314	+0.1%
Net Income	$-456,198	$-214,306	+1.1%

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

103

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

$246,829

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHAEL BING	CHAIR	2.00	Officer Director	$0	$0	$0
VIVEK SWAMINATHAN	SECRETARY	1.00	Officer Director	$0	$0	$0
KATIE BROWN	TREASURER	1.00	Officer Director	$0	$0	$0
KEITH WHITESCARVER	BOARD TRUSTE	1.00	Director	$0	$0	$0
SARA SUCHMAN	BOARD TRUSTE	1.00	Director	$0	$0	$0
KENDRA HARPSTER	BOARD TRUSTE	1.00	Director	$0	$0	$0
JULIETTE BERG	BOARD TRUSTE	1.00	Director	$0	$0	$0
MAGGIE KASH	BOARD TRUSTE	1.00	Director	$0	$0	$0
CHRISTOPHER LOHSE	BOARD TRUSTE	1.00	Director	$0	$0	$0
BETSY ROMERO	BOARD TRUSTE	1.00	Director	$0	$0	$0
EMILY HEDIN	EXECUTIVE DI	40.00	Officer	$119,569	$3,587	$123,156
INO OKOAWO	DIR. OF OPER	40.00	Officer	$55,397	$3,782	$59,179
KATHERINE PARK - OUTGOING	DIR. OF OPER	40.00	Officer	$60,333	$4,161	$64,494
ZAREENA MOHAMED	ASSISTANT PR	40.00	Highest	$101,495	$4,949	$106,444

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	No data	No data	No data	No data
2023	$8,533,430	$8,989,628	$20,810,572	$-456,198
2022	$7,979,008	$8,193,314	$12,347,261	$-214,306
2021	$6,408,952	$5,756,408	$6,966,990	$652,544
2020	$4,913,585	$4,887,716	$6,449,378	$25,869
2018	$2,719,124	$2,723,262	$3,134,152	$-4,138

BREAKTHROUGH MONTESSORI PUBLIC CHARTER SCHOOL