San Tan Montessori School Inc (EIN 562610311) - 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

2006

Legal Domicile

Principal Officer

Kristofer Sippel

Phone

4802220811

Tax Period

2024-07-01 to 2025-06-30

San Tan Montessori School Inc, founded in 2006, is a mid-sized nonprofit in the Education sector that reported $10.8M in total revenue in fiscal year 2024.

Mission

San Tan Charter School, as a school community, works collaboratively to ensure each student has an academic and social environment designed for their individual success.

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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 $9,971,902

Program Service Revenue $712,507

Investment Income $39,134

Other Revenue $43,683

TOTAL REVENUE $10,767,226

Expense Breakdown

Grants Paid $0

Salaries & Benefits $5,366,388

Fundraising Expenses $0

Program Expenses $10,103,525

Other Expenses $6,373,831

TOTAL EXPENSES $11,740,219

Year-over-Year Comparison

	2024	2023	Change
Revenue	$10,767,226	$10,703,801	+0.0%
Expenses	$11,740,219	$10,277,548	+0.1%
Net Income	$-972,993	$426,253	-3.3%

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

120

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

$373,200

Total Directors

$373,200

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kristofer Sippel	Director	40.00	Officer Director	$242,400	$0	$242,400
Rita Sippel	President	30.00	Officer Director	$130,800	$0	$130,800
Tom Enneking	Director	5.00	Director	$0	$0	$0
Sam Tomlin	Treasurer	5.00	Officer Director	$0	$0	$0
Tony Fiori	Director	2.00	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	$10,767,226	$11,740,219	$28,259,492	$-972,993
2024	$10,703,801	$10,277,548	$27,631,410	$426,253
2023	$10,651,020	$11,097,549	$27,746,975	$-446,529
2022	$10,178,872	$9,286,108	$28,789,506	$892,764
2021	$9,003,617	$8,590,983	$28,267,534	$412,634
2020	$8,638,667	$9,392,656	$28,181,516	$-753,989

San Tan Montessori School Inc