MONTESSORI SCHOOL OF ANDERSON

EIN: 570570198 501(c)(3) Education

ANDERSON, SC

Total Revenue
$2,482,501
Total Expenses
$2,050,542
Total Assets
$2,234,162
Net Assets
$881,847
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1973
Legal Domicile
SC
Principal Officer
CHRIS HURLEY
Phone
8642265344
Tax Period
2024-08-01 to 2025-07-31

MONTESSORI SCHOOL OF ANDERSON, founded in 1973, is a community nonprofit in the Education sector that reported $2.5M in total revenue in fiscal year 2024. Revenue surged 31% from the prior year, signaling strong growth momentum. The organization ran a surplus of $432K, a strong 17% operating margin.

Mission

OUR MISSION IS TO NURTURE THE WHOLE CHILD - PHYSICALLY, INTELLECTUALLY, EMOTIONALLY, SOCIALLY, AND SPIRITUALLY - PREPARING STUDENTS FOR ACADEMIC EXCELLENCE, CONFIDENCE, LIFELONG LEARNING AND RESPONSIBLE, CARING LIVES

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $623,159
Program Service Revenue $1,680,778
Investment Income $167,539
Other Revenue $11,025
TOTAL REVENUE $2,482,501

Expense Breakdown

Grants Paid $106,436
Salaries & Benefits $1,400,510
Fundraising Expenses $0
Program Expenses $1,709,807
Other Expenses $543,596
TOTAL EXPENSES $2,050,542

Year-over-Year Comparison

2024 2023 Change
Revenue $2,482,501 $1,901,774 +0.3%
Expenses $2,050,542 $2,052,625 0.0%
Net Income $431,959 $-150,851 -3.9%
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

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Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
11
Independent Members
10
Employees
53
Volunteers
80

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
6
$75,031
Total Directors
12
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
CHRIS HURLEY BOARD CHAIR 1.00
Officer Director
$0 $0 $0
JOSH RAFFINI VICE CHAIR 1.00
Officer Director
$0 $0 $0
KENNETH DILLARD TREASURER 1.00
Officer Director
$0 $0 $0
JAY ROBERTS SECRETARY 1.00
Officer Director
$0 $0 $0
GLORIA HARMON TRUSTEE 1.00
Director
$0 $0 $0
JIMMY ARMSTRONG TRUSTEE 1.00
Director
$0 $0 $0
SCOTT WEBBER TRUSTEE 1.00
Director
$0 $0 $0
JENNIFER CLINE TRUSTEE 1.00
Director
$0 $0 $0
NICOLE BENNETT TRUSTEE 1.00
Director
$0 $0 $0
DEBBIE TATUM TRUSTEE 1.00
Director
$0 $0 $0
ROBBIE MCELVEEN TRUSTEE 1.00
Director
$0 $0 $0
JULIA WOODSON TRUSTEE 1.00
Director
$0 $0 $0
DANA HILL ADMINISTRATO 40.00
Officer
$30,702 $1,237 $31,939
KIM THOMPSON BUSINESS MAN 30.00
Officer
$43,092 $0 $43,092
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 $2,482,501 $2,050,542 $2,234,162 $431,959
2024 $1,901,774 $2,052,625 $1,810,168 $-150,851
2023 $1,995,404 $1,866,106 $2,016,610 $129,298
2022 $1,992,660 $1,544,798 $1,803,593 $447,862
2021 $1,619,720 $1,365,202 $1,629,011 $254,518
2020 $1,394,020 $1,626,521 $1,484,838 $-232,501
2019 $1,995,432 $1,992,247 $1,517,594 $3,185
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