GRACE MONTESSORI ACADEMY INC (EIN 611513394) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2006

Legal Domicile

Principal Officer

VICTOR TREAT

Phone

4066521739

Tax Period

2024-07-01 to 2025-06-30

GRACE MONTESSORI ACADEMY INC, founded in 2006, is a community nonprofit in the Education sector that reported $1.4M in total revenue in fiscal year 2024.

Mission

CHRISTIAN, NON-PROFIT SCHOOL FOCUSED ON EDUCATING CHILDREN FROM PRE-SCHOOL TO EIGTH GRADE.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $119,070

Program Service Revenue $1,144,251

Investment Income $43,068

Other Revenue $79,064

TOTAL REVENUE $1,385,453

Expense Breakdown

Grants Paid $0

Salaries & Benefits $941,207

Fundraising Expenses $6,331

Program Expenses $1,194,566

Other Expenses $445,537

TOTAL EXPENSES $1,386,744

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,385,453	$1,415,240	0.0%
Expenses	$1,386,744	$1,229,390	+0.1%
Net Income	$-1,291	$185,850	-1.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Governance

Voting Members

Independent Members

Employees

Volunteers

106

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

$55,754

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAM PURCELL	PRESIDENT	1.00	Officer Director	$0	$0	$0
SETH WILDUNG	VICE-PRESIDENT	1.00	Officer Director	$0	$0	$0
VICTOR TREAT	TREASURER	1.00	Officer Director	$0	$0	$0
REGINA GRIEMSMAN	HEAD OF SCHOOL	40.00	Director	$55,754	$0	$55,754
ELI JOHNSON	BOARD MEMBER	1.00	Director	$0	$0	$0
CRYSTAL PHILLIS	BOARD MEMBER	1.00	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	$1,385,453	$1,386,744	$3,563,943	$-1,291
2024	$1,415,240	$1,229,390	$4,037,173	$185,850
2023	$1,473,668	$1,168,066	$3,980,868	$305,602
2022	$1,255,449	$1,040,513	$3,735,265	$214,936
2021	$1,220,193	$1,036,637	$3,727,353	$183,556
2020	$1,000,400	$908,487	$3,566,421	$91,913
2019	$1,107,408	$1,044,905	$3,421,753	$62,503
2018	$1,466,061	$1,022,714	$3,406,913	$443,347

GRACE MONTESSORI ACADEMY INC