MOUNTAIN LAUREL MONTESSORI SCHOOL (EIN 541517985) - 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

1989

Legal Domicile

Principal Officer

Monica Nixon

Tax Period

2023-07-01 to 2024-06-30

MOUNTAIN LAUREL MONTESSORI SCHOOL, founded in 1989, is a community nonprofit that reported $1.2M in total revenue in fiscal year 2018. Revenue surged 41% from the prior year, signaling strong growth momentum. Expenses of $1.1M left a modest 10% surplus.

Mission

PRIMARY EDUCATION

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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 (2023)

Revenue Breakdown

Contributions & Grants $520

Program Service Revenue $1,567,943

Investment Income $20,153

Other Revenue $68,485

TOTAL REVENUE $1,657,101

Expense Breakdown

Grants Paid $318,543

Salaries & Benefits $763,508

Fundraising Expenses $1,593

Program Expenses $1,322,282

Other Expenses $320,865

TOTAL EXPENSES $1,402,916

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,657,101	$1,508,509	+0.1%
Expenses	$1,402,916	$1,205,111	+0.2%
Net Income	$254,185	$303,398	-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

N/A

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

$56,958

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Monica Nixon	Head of School	40.00	Officer Highest	$56,958	$0	$56,958
Margaret DeMato	Director	40.00	Director Key Emp	$0	$0	$0
Pam Owens	Director	1.00	Director	$0	$0	$0
Maureen McGowan	Director	1.00	Director	$0	$0	$0
Kris Boucher	Chair	1.00	Director	$0	$0	$0
Ernie Ryles	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
2025	No data	No data	No data	No data
2024	$1,657,101	$1,402,916	$2,524,216	$254,185
2023	$1,508,509	$1,205,111	$2,283,968	$303,398
2022	$1,681,459	$976,515	$1,997,213	$704,944
2021	$1,257,588	$943,827	$1,412,163	$313,761
2020	$1,137,758	$957,863	$1,111,682	$179,895
2019	$1,183,674	$1,070,331	$735,092	$113,343

MOUNTAIN LAUREL MONTESSORI SCHOOL