HOPE MONTESSORI SCHOOL LTD (EIN 540843852) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1971

Legal Domicile

Principal Officer

JAIME RUSSELL

Phone

7039416836

Tax Period

2018-07-01 to 2019-06-30

HOPE MONTESSORI SCHOOL LTD, founded in 1971, is a small nonprofit that reported $629K in total revenue in fiscal year 2018. Expenses of $833K exceeded revenue, resulting in a 32% operating deficit.

Mission

HOPE MONTESSORI SCHOOL INSPIRES A LIFELONG LOVE OF LEARNING FOR CHILDREN AGES 2 THROUGH 6, FOLLOWING THE MONTESSORI EDUCATIONAL METHOD.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2018)

Revenue Breakdown

Contributions & Grants $62

Program Service Revenue $629,297

Investment Income $38

Other Revenue $0

TOTAL REVENUE $629,397

Expense Breakdown

Grants Paid $0

Salaries & Benefits $644,953

Fundraising Expenses $0

Program Expenses $652,750

Other Expenses $187,905

TOTAL EXPENSES $832,858

Year-over-Year Comparison

	2018	2017	Change
Revenue	$629,397	$598,987	+0.1%
Expenses	$832,858	$776,009	+0.1%
Net Income	$-203,461	$-177,022	+0.1%

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

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

$167,306

Total Directors

$260,089

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAIME RUSSELL	PRESIDENT, SCHOOL ADMINISTRATOR	40.00	Officer Director	$108,500	$0	$108,500
FARIDA ESSAR	VICE PRESIDENT, TEACHER	40.00	Officer Director	$58,806	$0	$58,806
ERIK GIBLIN	DIRECTOR	1.00	Director	$0	$0	$0
LINDA HERNANDEZ	DIRECTOR	1.00	Director	$0	$0	$0
JO-ANNE MCLELLAN	DIRECTOR, TEACHER	33.50	Director	$92,783	$0	$92,783
LILA ROSS	DIRECTOR	1.00	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
2019	$629,397	$832,858	$105,512	$-203,461

HOPE MONTESSORI SCHOOL LTD