Williamsburg Montessori School

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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

1982

Legal Domicile

Phone

7575650977

Tax Period

2023-09-01 to 2024-08-31

Williamsburg Montessori School, founded in 1982, is a community nonprofit in the Education sector that reported $1.9M in total revenue in fiscal year 2023. Revenue grew 15% year-over-year, indicating healthy expansion.

Mission

Education and daycare activities based on the educational philosophy of Dr. Maria Montessori.

Program Service Accomplishments

Program 1

Expenses: $1,844,068 Revenue: $1,892,118

Williamsburg Montessori School is a coeducational, independent day school and day edu-care facility educating approximately 120 children from ages 18 months through grade 8. The School was founded in 1982 in Williamsburg, Virginia. The Toddler, Children Houses, and Lower Elementary programs are located on one campus in greater Williamsburg, the Upper Elementary and the Middle School programs are located near Colonial Williamsburg.

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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 (2023)

Revenue Breakdown

Contributions & Grants $19,785

Program Service Revenue $1,882,469

Investment Income $8,270

Other Revenue $23,529

TOTAL REVENUE $1,934,053

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,463,607

Fundraising Expenses $0

Program Expenses $1,844,068

Other Expenses $629,198

TOTAL EXPENSES $2,092,805

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,934,053	$1,678,658	+0.2%
Expenses	$2,092,805	$1,920,686	+0.1%
Net Income	$-158,752	$-242,028	-0.3%

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

100

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

$98,487

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
David JArman	Treasurer	15.0	Officer Director	$0	$0	$0
Katharine Brumfield	Vice Chair	10.0	Officer Director	$0	$0	$0
Paul Mattera	Secretary	10.0	Officer Director	$0	$0	$0
Peter Brotherton	Board Chair	15.0	Officer Director	$0	$0	$0
Jessica Wolland	Board Member	5.0	Director	$0	$0	$0
Kelsey Shell	Board Member	5.0	Director	$0	$0	$0
Natalie Groeger	Board Member	10.0	Director	$0	$0	$0
Sandy Andrews	Head of School	50.0	Officer	$88,740	$9,747	$98,487

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	No data	No data	No data	No data
2024	$1,934,053	$2,092,805	$2,156,222	$-158,752
2023	$1,678,658	$1,920,686	$2,206,420	$-242,028
2022	$1,878,365	$1,938,736	$1,988,483	$-60,371
2022	$1,892,710	$1,939,650	$2,226,796	$-46,940
2021	$1,919,335	$1,714,126	$1,664,561	$205,209
2020	$1,594,315	$1,605,233	$1,399,070	$-10,918
2019	$1,671,440	$1,702,779	$1,458,184	$-31,339
2018	$1,606,800	$1,686,665	$1,420,364	$-79,865