HILL VIEW MONTESSORI FOUNDATION 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

2004

Legal Domicile

Principal Officer

LISA PLOURDE

Phone

9785212616

Tax Period

2023-07-01 to 2024-06-30

HILL VIEW MONTESSORI FOUNDATION INC, founded in 2004, is a small nonprofit in the Education sector that reported $224K in total revenue in fiscal year 2023. Revenue surged 69% from the prior year, signaling strong growth momentum. Expenses of $250K exceeded revenue, resulting in a 11% operating deficit.

Mission

TO PROMOTE THE FINANCIAL WELL-BEING OF THE HILL VIEW MONTESSORI CHARTER PUBLIC SCHOOL (THE SCHOOL) BY SOLICITING, RECEIVING AND ADMINISTERING FUNDS FOR OPERATION AND MAINTENANCE OF THE SCHOOL.

Program Service Accomplishments

Program 1

Expenses: $250,032 Revenue: $215,535

TO PROVIDE ENHANCEMENT OF EDUCATIONAL OPPORTUNITIES IN THE HAVERHILL AREA BY PROVIDING SUPPORT TO THE HILL VIEW MONTESSORI CHARTER PUBLIC SCHOOL.

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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 $0

Program Service Revenue $0

Investment Income $673

Other Revenue $223,816

TOTAL REVENUE $224,489

Expense Breakdown

Grants Paid $9,201

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $250,032

Other Expenses $240,831

TOTAL EXPENSES $250,032

Year-over-Year Comparison

	2023	2022	Change
Revenue	$224,489	$132,753	+0.7%
Expenses	$250,032	$129,318	+0.9%
Net Income	$-25,543	$3,435	-8.4%

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

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
LISA PLOURDE	PRESIDENT	1.00	Officer Director	$0	$0	$0
LOGAN SEALE	SECRETARY	1.00	Officer Director	$0	$0	$0
ANDREA KWIATKOWSKI	DIRECTOR	1.00	Director	$0	$0	$0
TARA SALVI	TREASURER	1.00	Officer Director	$0	$0	$0
JENNY GREENE	VICE PRESIDENT	0.00	Officer 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	$224,489	$250,032	$2,300,367	$-25,543
2023	$132,753	$129,318	$2,414,965	$3,435
2022	$134,433	$197,663	$2,522,140	$-63,230
2021	$124,925	$425,556	$2,673,630	$-300,631
2020	$137,569	$191,360	$3,065,995	$-53,791
2019	$157,091	$119,435	$3,203,081	$37,656