MONTESSORI INSTITUTE OF ATLANTA INC (EIN 581047430) - 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

1969

Legal Domicile

Principal Officer

LORETTA SIMPSON

Phone

4043257264

Tax Period

2017-08-01 to 2018-07-31

MONTESSORI INSTITUTE OF ATLANTA INC, founded in 1969, is a small nonprofit in the Education sector that reported $326K in total revenue in fiscal year 2017. Revenue surged 188% from the prior year, signaling strong growth momentum. Expenses of $368K exceeded revenue, resulting in a 13% operating deficit.

Mission

TO TRAIN TEACHERS FOR ELEMENTARY (AGES 6-12) CLASSROOMS UNDER THE ASSOCIATION MONTESSORI INTERNATIONALE PEDAGOGICAL PRINCIPLES AND PRACTICES FORMULATED BY DR. MARIA MONTESSORI FOR THE FULL DEVELOPMENT OF THE HUMAN BEING.

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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 (2017)

Revenue Breakdown

Contributions & Grants $1,295

Program Service Revenue $322,951

Investment Income $0

Other Revenue $1,558

TOTAL REVENUE $325,804

Expense Breakdown

Grants Paid $0

Salaries & Benefits $221,638

Fundraising Expenses $0

Program Expenses $264,352

Other Expenses $145,898

TOTAL EXPENSES $367,536

Year-over-Year Comparison

	2017	2016	Change
Revenue	$325,804	$112,952	+1.9%
Expenses	$367,536	$101,343	+2.6%
Net Income	$-41,732	$11,609	-4.6%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TRAYCE MARINO	PRESIDENT	10.00	Officer Director	$0	$0	$0
LORETTA SIMPSON	TREASURER	10.00	Officer Director	$0	$0	$0
KRISTIN LEMMERMAN	BOARD MEMBER	10.00	Director	$0	$0	$0
QUINN FORTUNE	BOARD MEMBER	10.00	Director	$0	$0	$0
DAVID TYLER	BOARD MEMBER	10.00	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
2018	$325,804	$367,536	$115,937	$-41,732

MONTESSORI INSTITUTE OF ATLANTA INC