Access Montessori (EIN 473366708) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2015

Legal Domicile

Principal Officer

Jacquie Maughan

Phone

2064780406

Tax Period

2018-01-01 to 2018-12-31

Access Montessori, founded in 2015, is a micro nonprofit in the Education sector that reported $30K in total revenue in fiscal year 2018. Revenue fell 89% from the prior year — a significant decline worth monitoring. Expenses of $81K exceeded revenue, resulting in a 172% operating deficit.

Mission

To serve as a link to resources and expertise to make birth-six Montessori programs and services available to the community.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2018)

Revenue Breakdown

Contributions & Grants $21,028

Program Service Revenue $7,551

Investment Income $1,125

Other Revenue $0

TOTAL REVENUE $29,704

Expense Breakdown

Grants Paid $1,300

Salaries & Benefits $53,672

Fundraising Expenses $0

Program Expenses $75,419

Other Expenses $25,817

TOTAL EXPENSES $80,789

Year-over-Year Comparison

	2018	2017	Change
Revenue	$29,704	$275,615	-0.9%
Expenses	$80,789	$30,240	+1.7%
Net Income	$-51,085	$245,375	-1.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Total Directors

$34,785

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kate Hastings	Treasurer and Director	1.50	Director	$0	$0	$0
Kimberly Kinzer	Secretary and Director	1.00	Director	$0	$0	$0
Jacquie Maughan	Executive Director	25.00	Director	$0	$0	$34,785

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
2018	$29,704	$80,789	No data	$-51,085

Access Montessori