PENFIELD MONTESSORI ACADEMY INC (EIN 473685752) - 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

2016

Legal Domicile

Principal Officer

POLINA MAKIEVSKY

Phone

4143447676

Tax Period

2024-07-01 to 2025-06-30

PENFIELD MONTESSORI ACADEMY INC, founded in 2016, is a micro nonprofit that reported $49K in total revenue in fiscal year 2024. Revenue surged 55% from the prior year, signaling strong growth momentum. The organization ran a surplus of $46K, a strong 95% operating margin.

Mission

PENFIELD MONTESSORI ACADEMY IS A FULLY-INCLUSIVE PUBLIC UW-MILWAUKEE CHARTER MONTESSORI SCHOOL FOR CHILDREN OF ALL ABILITIES. OUR MISSION IS TO PROVIDE A RICH AND CHALLENGING ENVIRONMENT WHICH ALLOWS STUDENTS TO REALIZE THEIR FULLEST POTENTIAL ACADEMICALLY, EMOTIONALLY, AND SOCIALLY.

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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 $0

Program Service Revenue $261

Investment Income $48,553

Other Revenue $0

TOTAL REVENUE $48,814

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,525

Other Expenses $2,525

TOTAL EXPENSES $2,525

Year-over-Year Comparison

	2024	2023	Change
Revenue	$48,814	$31,509	+0.5%
Expenses	$2,525	$7,275	-0.7%
Net Income	$46,289	$24,234	+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

N/A

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

$193,247

Total Directors

$193,247

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
POLINA MAKIEVSKY	CEO/PRESIDENT	0.10	Officer Director	$0	$0	$193,247
CHRIS HOLMES	CHAIR	0.10	Officer Director	$0	$0	$0
MADONNA WILLIAMS	VICE CHAIR	0.10	Officer Director	$0	$0	$0
LISA VAN LANDEGHEM	TREASURER	0.10	Officer Director	$0	$0	$0
ROBERT MIKULAY	DIRECTOR	0.10	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	$48,814	$2,525	No data	$46,289
2024	$31,509	$7,275	$190,838	$24,234
2023	$2,391,597	$3,449,380	$1,134,506	$-1,057,783
2022	$2,492,904	$2,622,666	$4,009,699	$-129,762
2021	$4,882,431	$2,448,222	$5,140,869	$2,434,209
2020	$1,857,595	$2,206,574	$2,886,862	$-348,979
2019	$1,516,206	$2,495,860	$3,089,932	$-979,654
2018	$5,735,488	$2,108,625	$3,762,553	$3,626,863

PENFIELD MONTESSORI ACADEMY INC