LAMPLIGHTER MONTESSORI SCHOOL (EIN 620848471) - 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

1971

Legal Domicile

Principal Officer

RICK JORDAN

Phone

9017512000

Tax Period

2023-08-01 to 2024-07-31

LAMPLIGHTER MONTESSORI SCHOOL, founded in 1971, is a community nonprofit in the Education sector that reported $2.7M in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion.

Mission

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 (2023)

Revenue Breakdown

Contributions & Grants $241,147

Program Service Revenue $2,371,242

Investment Income $5,443

Other Revenue $37,792

TOTAL REVENUE $2,655,624

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,792,812

Fundraising Expenses $91,534

Program Expenses $1,939,566

Other Expenses $852,682

TOTAL EXPENSES $2,645,494

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,655,624	$2,411,966	+0.1%
Expenses	$2,645,494	$1,938,257	+0.4%
Net Income	$10,130	$473,709	-1.0%

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

$136,600

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
JULIE MEIMAN	HEAD OF SCHOOL	40.00	Officer Director	$0	$0	$0
JULIE MEYER	TREASURER	1.00	Director	$0	$0	$0
LEAH FREEMAN-HASKIN	OFFICER	1.00	Officer Director	$0	$0	$0
MIKE BEALL	SECRETARY	1.00	Director	$0	$0	$0
RICK JORDAN	PRESIDENT	1.00	Officer Director	$0	$0	$0
ASTRID FRENCH	FORMER HEAD OF SCHOOL	40.00	Officer	$92,688	$0	$92,688
HEATHER HENDERSON	OFFICER	1.00	Officer	$0	$0	$0
JESSICA BENNETT	OFFICER	1.00	Officer	$0	$0	$0
MARIA APPLEGATE	INTERIM HEAD OF SCHOOL	40.00	Officer	$43,912	$0	$43,912

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
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

LAMPLIGHTER MONTESSORI SCHOOL