KNOXVILLE MONTESSORI ASSOCIATION INC (EIN 620757917) - 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

1966

Legal Domicile

Principal Officer

RACHAEL RESURRECCION

Phone

8655256042

Tax Period

2024-07-01 to 2025-06-30

KNOXVILLE MONTESSORI ASSOCIATION INC, founded in 1966, is a community nonprofit in the Education sector that reported $1.6M in total revenue in fiscal year 2024.

Mission

KNOXVILLE MONTESSORI ASSOCIATION, INC. PREPARES CHILDREN FOR THE WORLD. OUR GOAL IS TO HELP YOUR CHILD BECOME AN INDEPENDENT, RESPONSIBLE ADULT WITH A PASSIONATE LIFELONG LOVE OF LEARNING.

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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 $93,932

Program Service Revenue $1,477,682

Investment Income $774

Other Revenue $0

TOTAL REVENUE $1,572,388

Expense Breakdown

Grants Paid $0

Salaries & Benefits $948,455

Fundraising Expenses $30,159

Program Expenses $1,361,255

Other Expenses $578,226

TOTAL EXPENSES $1,526,681

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,572,388	$1,489,623	+0.1%
Expenses	$1,526,681	$1,216,479	+0.3%
Net Income	$45,707	$273,144	-0.8%

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

$68,510

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRADLEY LOKITZ	PRESIDENT	1.00	Officer Director	$0	$0	$0
JILLIAN ST CHARLES	SECRETARY	1.00	Officer Director	$0	$0	$0
SANDY EBRIGHT	TREASURER	1.00	Officer Director	$0	$0	$0
MARY STRANGIS	PAST PRESIDE	1.00	Director	$0	$0	$0
KRISTEN RAVI	INCOMING PRE	1.00	Director	$0	$0	$0
ELLEN KELLOGG	DIRECTOR	1.00	Director	$0	$0	$0
ANNA MARIE WARE	DIRECTOR	1.00	Director	$0	$0	$0
KIMBERLY BARNES	DIRECTOR	1.00	Director	$0	$0	$0
RACHAEL RESURRECCION	HEAD OF SCHO	40.00	Officer	$68,510	$0	$68,510

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	$1,572,388	$1,526,681	$2,626,474	$45,707
2024	$1,489,623	$1,216,479	$2,645,387	$273,144
2023	$965,237	$970,925	$2,399,498	$-5,688
2022	$780,777	$739,480	$1,865,072	$41,297
2021	$550,655	$589,735	$1,222,650	$-39,080
2020	$694,926	$613,502	$1,280,296	$81,424
2019	$653,068	$597,146	$1,158,151	$55,922
2018	$721,198	$631,168	$1,138,456	$90,030

KNOXVILLE MONTESSORI ASSOCIATION INC