SUN GROVE MONTESSORI SCHOOL 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

1978

Legal Domicile

Principal Officer

Shauna Nobile

Phone

7274645436

Tax Period

2024-08-01 to 2025-07-31

SUN GROVE MONTESSORI SCHOOL INC, founded in 1978, is a community nonprofit that reported $1.8M in total revenue in fiscal year 2024.

Mission

Our Mission at Sun Grove Montessori School seeks to create a learning environment that strives to foster a natural desire and the love of learning. We strive to lead a peaceful, harmonious life with others with acceptance and respect.

Program Service Accomplishments

Program 1

Expenses: $1,748,189 Revenue: $1,800,438

Revenue and expenses are related to the 2024-2025 school year.

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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 $0

Program Service Revenue $1,800,438

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,800,438

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,341,479

Fundraising Expenses $0

Program Expenses $1,748,189

Other Expenses $406,710

TOTAL EXPENSES $1,748,189

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,800,438	$1,782,752	+0.0%
Expenses	$1,748,189	$1,888,876	-0.1%
Net Income	$52,249	$-106,124	-1.5%

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
Jacquie Shapiro	President	4	Officer Director	$0	$0	$0
Jelenny Marquez	Vice President	1	Officer Director	$0	$0	$0
David Width Jr	Treasurer	1	Officer Director	$0	$0	$0
Katherine Moyses	Director	0	Director	$0	$0	$0
Brian Trappy	Director	0	Director	$0	$0	$0
Lacey Hatchett-Dalal	Director	0	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	$1,800,438	$1,748,189	$1,244,891	$52,249
2024	$1,782,752	$1,888,876	$1,060,225	$-106,124
2023	$2,059,276	$1,940,214	$1,195,329	$119,062
2022	$1,742,689	$1,562,416	$1,379,131	$180,273
2021	$1,555,682	$1,456,170	$1,259,287	$99,512
2020	$1,296,784	$1,328,872	$1,122,966	$-32,088
2019	$1,305,536	$1,091,322	$976,074	$214,214
2018	$1,090,631	$946,639	$793,654	$143,992