Omni Montessori School (EIN 561466119) - 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

1985

Legal Domicile

Principal Officer

Cindy Curry

Phone

7045411326

Tax Period

2024-08-01 to 2025-07-31

Omni Montessori School, founded in 1985, is a community nonprofit that reported $4.3M in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $3.9M left a modest 10% surplus.

Mission

Omni Montessori School is dedicated to adhering to the teachings of Maria Montessori by providing a child-centered environment that offers an individualized and integrated curriculum for students age 3 - grade nine.

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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 $194,716

Program Service Revenue $4,068,515

Investment Income $6,918

Other Revenue $29,072

TOTAL REVENUE $4,299,221

Expense Breakdown

Grants Paid $154,536

Salaries & Benefits $2,766,470

Fundraising Expenses $122,664

Program Expenses $3,480,447

Other Expenses $954,576

TOTAL EXPENSES $3,875,582

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,299,221	$3,872,782	+0.1%
Expenses	$3,875,582	$3,560,034	+0.1%
Net Income	$423,639	$312,748	+0.4%

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

$119,840

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Cindy Curry	Head of School	60.00	Officer	$119,840	$0	$119,840
Donna Garrison	Director of Finance	50.00		$100,959	$0	$100,959
Nikki Eason	President	2.00	Officer Director	$0	$0	$0
Christy Trimmer	Vice President	2.00	Officer Director	$0	$0	$0
Hannah Rankin	Secretary	2.00	Officer Director	$0	$0	$0
Colleen Nicol	Treasurer	2.00	Officer Director	$0	$0	$0
Holly Trotter	Treasurer	2.00	Officer Director	$0	$0	$0
Neil Kohler	Trustee	1.00	Director	$0	$0	$0
Ellen Olson	Trustee	1.00	Director	$0	$0	$0
Ruth Jaimes	Trustee	1.00	Director	$0	$0	$0
Matt McCusker	Trustee	1.00	Director	$0	$0	$0
Rick Tanner	Trustee	1.00	Director	$0	$0	$0
Ellie Brown	Trustee	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	$4,299,221	$3,875,582	$8,233,841	$423,639
2024	$3,872,782	$3,560,034	$6,157,051	$312,748
2023	$3,442,936	$3,104,905	$5,609,027	$338,031
2022	$3,034,809	$2,949,998	$5,272,283	$84,811
2021	$2,794,675	$2,676,832	$4,996,654	$117,843
2020	$3,025,998	$2,712,371	$4,757,875	$313,627
2019	$2,553,028	$2,597,252	$4,507,707	$-44,224
2018	$2,425,225	$2,491,749	$4,452,030	$-66,524

Omni Montessori School