LAMPLIGHTER MONTESSORI SCHOOL

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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

1971

Legal Domicile

Principal Officer

RICK JORDAN

Phone

9017512000

Tax Period

2024-08-01 to 2025-07-31

LAMPLIGHTER MONTESSORI SCHOOL, founded in 1971, is a community nonprofit in the Education sector that reported $2.6M in total revenue in fiscal year 2024. Expenses of $2.3M left a modest 12% surplus.

Mission

CHILDHOOD EDUCATION THROUGH MONTESSORI METHODS

Program Service Accomplishments

Program 1

Expenses: $1,703,989 Revenue: $2,466,958

CHILDHOOD EDUCATION THROUGH MONTESSORI METHODS

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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 $171,678

Program Service Revenue $2,424,116

Investment Income $15,006

Other Revenue $27,836

TOTAL REVENUE $2,638,636

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,681,997

Fundraising Expenses $80,548

Program Expenses $1,703,989

Other Expenses $645,002

TOTAL EXPENSES $2,326,999

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,638,636	$2,655,624	0.0%
Expenses	$2,326,999	$2,645,494	-0.1%
Net Income	$311,637	$10,130	+29.8%

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

N/A

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

$103,153

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHARISSE SMITH	OFFICER	1.00	Officer Director	$0	$0	$0
DANIELLE KIRBY	OFFICER	1.00	Officer Director	$0	$0	$0
DUANE OLIVEIRA	OFFICER	1.00	Officer Director	$0	$0	$0
MICHELLE WILLEMSEN	TREASURER	1.00	Director	$0	$0	$0
LEAH FREEMAN-HASKIN	OFFICER	1.00	Officer Director	$0	$0	$0
BRITTANY YANG	SECRETARY	1.00	Director	$0	$0	$0
RICK JORDAN	PRESIDENT	1.00	Officer Director	$0	$0	$0
STEPHANIE TAYLOR	OFFICER	1.00	Officer	$0	$0	$0
JULIE MEIMAN	HEAD OF SCHOOL	40.00	Officer	$64,787	$0	$64,787
MARIA APPLEGATE	HEAD OF SCHOOL	40.00	Officer	$38,366	$0	$38,366

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	$2,638,636	$2,326,999	$5,009,494	$311,637
2024	$2,655,624	$2,645,494	$4,771,030	$10,130
2023	$2,411,966	$1,938,257	$4,904,112	$473,709
2022	$2,081,982	$1,654,535	$1,931,393	$427,447
2021	$1,656,914	$1,330,243	$1,655,182	$326,671
2020	$1,394,511	$1,229,009	$1,473,323	$165,502
2019	$1,243,209	$1,127,395	$1,234,388	$115,814
2018	$1,107,019	$1,098,633	$1,224,824	$8,386