AIDAN MONTESSORI SCHOOL (EIN 520746156) - 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

1961

Legal Domicile

Principal Officer

JAMIE RUE

Phone

2023872700

Tax Period

2024-07-01 to 2025-06-30

AIDAN MONTESSORI SCHOOL, founded in 1961, is a community nonprofit in the Education sector that reported $7.0M in total revenue in fiscal year 2024. Expenses of $6.8M left a modest 3% surplus.

Mission

OPERATE & MAINTAIN A SCHOOL IN WHICH THE MONTESSORI METHOD OF EDUCATION IS USED TO TEACH CHILDREN.

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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 $263,248

Program Service Revenue $6,150,999

Investment Income $266,922

Other Revenue $330,456

TOTAL REVENUE $7,011,625

Expense Breakdown

Grants Paid $1,111,117

Salaries & Benefits $4,131,513

Fundraising Expenses $83,701

Program Expenses $4,835,862

Other Expenses $1,542,631

TOTAL EXPENSES $6,785,261

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,011,625	$6,741,240	+0.0%
Expenses	$6,785,261	$6,822,632	0.0%
Net Income	$226,364	$-81,392	-3.8%

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

$429,002

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMIE RUE	HEAD OF SCHOOL	40.00	Officer	$246,666	$10,917	$257,583
BLAKEMAN BROPHY	CHIEF FINANCIAL OFFICER	40.00	Officer	$162,342	$9,077	$171,419
MARIANA VICENS	ASSISTANT HEAD OF SCHOOL	40.00	Highest	$133,940	$12,818	$146,758
PHILLIP KATINAS	DIRECTOR OF AUXILIARY PROGRAMS	40.00	Highest	$130,782	$15,011	$145,793
JAPERA WALKER WILKISON	DIRECTOR OF ENROLLMENT MANAGEMENT	40.00	Highest	$136,638	$1,690	$138,328
CECILIA AKER	PRIMARY TEACHER	40.00	Highest	$95,409	$12,741	$108,150
MEGHAN BAIVIER	TRUSTEE	1.00	Director	$0	$0	$0
JAMES COSS	TRUSTEE	1.00	Director	$0	$0	$0
KIRK FREEMAN	TRUSTEE	1.00	Director	$0	$0	$0
ELOISE HACKETT	TRUSTEE	1.00	Director	$0	$0	$0
ALYSA HERRERA TAYLOR	TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL MCMULLEN	TRUSTEE	1.00	Director	$0	$0	$0
JENNIFER PAIGE	TRUSTEE	1.00	Director	$0	$0	$0
ERIN SMITH	TRUSTEE	1.00	Director	$0	$0	$0
ELLEASE WHITE	TRUSTEE	1.00	Director	$0	$0	$0
YADO YAKUB	TRUSTEE	1.00	Director	$0	$0	$0
ASHLEY ZASLAV	TRUSTEE	1.00	Director	$0	$0	$0
ZOYA DAVIS	PRESIDENT	2.00	Officer Director	$0	$0	$0
DANIEL WIDOME	CO-VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
DANIELLE LAFHAJ	CO-VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
LUCY LIU	TREASURER	2.00	Officer Director	$0	$0	$0
CHRISTOPHER EANES	SECRETARY	2.00	Officer 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	$7,011,625	$6,785,261	$11,935,288	$226,364
2024	No data	No data	No data	No data
2023	$6,664,671	$6,644,157	$12,103,072	$20,514
2022	$6,659,616	$6,191,772	$12,341,727	$467,844
2021	$5,608,085	$5,937,841	$11,148,395	$-329,756
2020	$5,202,847	$5,480,177	$10,383,668	$-277,330
2019	$5,487,901	$5,089,171	$9,251,005	$398,730
2018	$5,592,790	$5,528,310	$8,567,975	$64,480

AIDAN MONTESSORI SCHOOL