Sea Level Montessori Inc (EIN 561447248) - 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

1984

Legal Domicile

Principal Officer

Mary Helen Cline

Phone

8282947478

Tax Period

2023-07-01 to 2024-06-30

Sea Level Montessori Inc, founded in 1984, is a small nonprofit that reported $609K in total revenue in fiscal year 2023. Expenses of $548K left a modest 10% surplus.

Mission

Teaching 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 (2023)

Revenue Breakdown

Contributions & Grants $59,723

Program Service Revenue $513,307

Investment Income $21,297

Other Revenue $14,734

TOTAL REVENUE $609,061

Expense Breakdown

Grants Paid $0

Salaries & Benefits $405,930

Fundraising Expenses $0

Program Expenses $426,853

Other Expenses $99,618

TOTAL EXPENSES $547,607

Year-over-Year Comparison

	2023	2022	Change
Revenue	$609,061	$567,250	+0.1%
Expenses	$547,607	$474,991	+0.2%
Net Income	$61,454	$92,259	-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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
Mary Helen Cline	Director	Director	$0	$0	$0
Marian Erikson	Director	Director	$0	$0	$0
Hugh Gaither	Chairman	Director	$0	$0	$0
Susan Jones	Director	Director	$0	$0	$0
David Peltzer	Treasurer	Director	$0	$0	$0
Sally Fanjoy	Director	Director	$0	$0	$0
Elizabeth Glynn	Director	Director	$0	$0	$0
Michael Lemke	Director	Director	$0	$0	$0
Michele Loy	Director	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	$609,061	$547,607	$1,860,749	$61,454
2023	$567,250	$474,991	$1,797,538	$92,259
2022	$614,403	$473,238	$1,703,694	$141,165
2021	$424,045	$408,222	$1,626,020	$15,823

Sea Level Montessori Inc