FRIENDS OF MONTESSORI ASSOCIATION (EIN 480686224) - 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

1963

Legal Domicile

Principal Officer

KATHY MORRISON

Phone

9136496160

Tax Period

2024-07-01 to 2025-06-30

FRIENDS OF MONTESSORI ASSOCIATION, founded in 1963, is a community nonprofit in the Education sector that reported $1.7M in total revenue in fiscal year 2024. Revenue surged 26% from the prior year, signaling strong growth momentum. Expenses of $1.8M exceeded revenue, resulting in a 12% operating deficit.

Mission

THE MISSION OF HIGHLAWN MONTESSORI SCHOOL IS TO PROVIDE A CHILD-CENTERED MONTESSORI COMMUNITY WHICH FACILITATES THE SOCIAL, EMOTIONAL, PHYSICAL AND COGNITIVE DEVELOPMENT OF EACH CHILD.

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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 $18,539

Program Service Revenue $1,544,883

Investment Income $42,805

Other Revenue $49,677

TOTAL REVENUE $1,655,904

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,377,495

Fundraising Expenses $0

Program Expenses $1,617,960

Other Expenses $471,973

TOTAL EXPENSES $1,849,468

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,655,904	$1,318,866	+0.3%
Expenses	$1,849,468	$1,555,063	+0.2%
Net Income	$-193,564	$-236,197	-0.2%

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DEBBIE GREENBERG	PRESIDENT AND DIRECTOR	5.00	Officer Director	$0	$0	$0
CRAIG BOYD	DIRECTOR	5.00	Director	$0	$0	$0
TOM DREYER	DIRECTOR	5.00	Director	$0	$0	$0
JAY FERGUSON	DIRECTOR	5.00	Director	$0	$0	$0
JANA FRENCH	DIRECTOR	5.00	Director	$0	$0	$0
TRAVIS HOLLOWAY	DIRECTOR	5.00	Director	$0	$0	$0
EVAN MAYHEW	DIRECTOR	5.00	Director	$0	$0	$0
MARCUS PERRY	DIRECTOR	5.00	Director	$0	$0	$0
MEGAN VAN EMON	DIRECTOR	5.00	Director	$0	$0	$0
KATHY MORRISON	DIRECTOR	40.00	Highest	$121,414	$0	$121,414

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	$1,655,904	$1,849,468	$3,861,844	$-193,564
2024	No data	No data	No data	No data
2023	$1,747,579	$1,533,908	$4,538,109	$213,671
2022	$1,622,396	$1,584,794	$4,162,213	$37,602
2021	$1,899,374	$1,377,548	$4,105,742	$521,826
2021	$1,899,374	$1,377,548	$4,105,742	$521,826

FRIENDS OF MONTESSORI ASSOCIATION