THE CAROLYN BARRON MONTESSORI SCHOOL INC

EIN: 582334210 501(c)(3) Education

NEWNAN, GA

Total Revenue
$946,476
Total Expenses
$1,041,653
Total Assets
$2,496,846
Net Assets
$1,034,588
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1992
Legal Domicile
GA
Principal Officer
ELIZABETH WAGSTAFF
Phone
7702532135
Tax Period
2024-07-01 to 2025-06-30

THE CAROLYN BARRON MONTESSORI SCHOOL INC, founded in 1992, is a small nonprofit in the Education sector that reported $946K in total revenue in fiscal year 2024. Revenue decreased 9% compared to the prior year. Expenses of $1.0M exceeded revenue, resulting in a 10% operating deficit.

Mission

TO EDUCATE STUDENTS FROM AGE EIGHTEEN MONTHS TO FOURTEEN YEARS USING THE MONTESSORI METHOD, AS DEFINED BY THE TEACHINGS OF DR. MARIA MONTESSORI AND AS PRACTICED BY TEACHERS TRAINED AND CERTIFIED IN THE MONTESSORI METHOD. THE SCHOOL SEEKS TO EMPOWER EACH CHILD TO REACH HIS OR HER FULLEST POTENTIAL IN ALL AREAS OF LIFE AND LEARNING, CAPITALIZING ON THE CHILD'S NATURAL CURIOUSITY FOR LEARNING WHILE MEETING HIS SPIRITUAL, EMOTIONAL, PHYSICAL, SOCIAL AND INTELLECTUAL DEVELOPMENTAL NEEDS.

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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 $61,206
Program Service Revenue $869,599
Investment Income $26,636
Other Revenue $-10,965
TOTAL REVENUE $946,476

Expense Breakdown

Grants Paid $0
Salaries & Benefits $711,169
Fundraising Expenses $35,559
Program Expenses $834,183
Other Expenses $330,484
TOTAL EXPENSES $1,041,653

Year-over-Year Comparison

2024 2023 Change
Revenue $946,476 $1,037,451 -0.1%
Expenses $1,041,653 $1,062,011 0.0%
Net Income $-95,177 $-24,560 +2.9%
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
7
Independent Members
7
Employees
30
Volunteers
10

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
4
$0
Total Directors
8
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
CINDY ADAMS MEMBER AT LA 1.00
Director
$0 $0 $0
LARA CARSWELL VICE CHARI 1.00
Director
$0 $0 $0
LEIGH ANN GOLDSTEIN CFO N/A
Director
$0 $0 $0
JOCELYN MERISCA TREASURER 1.00
Officer Director
$0 $0 $0
CASEY OWENS MEMBER AT LA 1.00
Director
$0 $0 $0
CINDY OWENS MEMBER AT LA 1.00
Officer Director
$0 $0 $0
JENNY TRAMMEL SECRETARY 1.00
Officer Director
$0 $0 $0
ELIZABETH WAGSTAFF CHAIR 1.00
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 $946,476 $1,041,653 $2,496,846 $-95,177
2024 $1,037,451 $1,062,011 $2,462,853 $-24,560
2023 $1,227,835 $1,070,853 $2,393,758 $156,982
2022 $1,453,125 $979,859 $2,209,718 $473,266
2021 $819,888 $830,156 $2,009,535 $-10,268
2019 $1,023,181 $990,824 $1,635,732 $32,357
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