Blue Ridge Montessori Inc

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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

1999

Legal Domicile

Principal Officer

Hope Moffa

Phone

4345250061

Tax Period

2024-06-01 to 2025-05-31

Blue Ridge Montessori Inc, founded in 1999, is a community nonprofit in the Education sector that reported $1.5M in total revenue in fiscal year 2024.

Program Service Accomplishments

Program 1

Expenses: $1,225,587 Revenue: $1,474,609

Grounded in nurturing the childs love of learning, Blue Ridge Montessori is a robust infant through 12th grade Montessori School where children are allowed the freedom to think broadly, to develop to their potential, and to learn about the world. Blue Ridge Montessori excels through its premier environment for learning, preparing the students for the future, and nurturing the values, competencies, and character for life - compassion, empathy, tolerance, scholarship, independence of thought, creativity, and clarity of expression.

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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 $2,636

Program Service Revenue $1,474,609

Investment Income $6,715

Other Revenue $187

TOTAL REVENUE $1,484,147

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,036,468

Fundraising Expenses $0

Program Expenses $1,225,587

Other Expenses $431,127

TOTAL EXPENSES $1,467,595

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,484,147	$1,398,020	+0.1%
Expenses	$1,467,595	$1,326,270	+0.1%
Net Income	$16,552	$71,750	-0.8%

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

$80,967

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Hope Moffa	President & Director	5.00	Officer Director	$0	$0	$0
Jennifer Bolger	Director	1.00	Director	$0	$0	$0
Michael Levens	Director	1.00	Director	$0	$0	$0
Geralyn Fortney	Director	1.00	Director	$0	$0	$0
Nancy McAndrew	Director	1.00	Director	$0	$0	$0
Sutton Tinsley	Treasurer & Director	2.00	Officer Director	$0	$0	$0
Drew Taylor	Vice Pres. & Director	2.00	Officer Director	$0	$0	$0
Emily Barker	Secretary & Director	2.00	Officer Director	$0	$0	$0
Kirsten Filiberto	Executive Director	40.00	Officer	$80,967	$0	$80,967
Bianca Lovelace	Director	1.00	Director	$0	$0	$0
Brianna Haltom	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	$1,484,147	$1,467,595	$230,502	$16,552
2024	$1,398,020	$1,326,270	$212,196	$71,750
2023	$1,252,850	$1,387,539	$139,728	$-134,689
2022	$1,605,713	$1,622,199	$303,585	$-16,486
2021	$1,322,190	$1,201,363	$561,144	$120,827
2020	$740,981	$904,830	$694,932	$-163,849
2019	$770,193	$666,879	$573,320	$103,314