MONTESSORI SOCIETY OF HUNTSVILLE

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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

1967

Legal Domicile

Principal Officer

DR REBECCA DUKE

Phone

2568813790

Tax Period

2024-06-01 to 2025-05-31

MONTESSORI SOCIETY OF HUNTSVILLE, founded in 1967, is a community nonprofit that reported $2.3M in total revenue in fiscal year 2024. Revenue decreased 17% compared to the prior year. Expenses of $2.1M left a modest 7% surplus.

Mission

THE MONTESSORI SCHOOL OF HUNTSVILLE (MSH) GUIDES CHILDREN TO BE INDEPENDENT LEARNERS, CRITICAL THINKERS, AND TOMORROW'S LEADERS WHILE PREPARING THEM FOR A LIFE OF PURPOSE, INTEGRITY, AND ACADEMIC ACCOMPLISHMENT. WE PROVIDE EDUCATION FOR TODDLERS, PRESCHOOLERS, AND ELEMENTARY CHILDREN THROUGH THE EIGHTH GRADE.

Program Service Accomplishments

Program 1

Expenses: $1,886,357 Revenue: $1,973,233

PROVIDE EDUCATION FOR TODDLERS, PRESCHOOLERS, AND ELEMENTARY CHILDREN THROUGH THE EIGHTH GRADE.

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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 $246,638

Program Service Revenue $1,973,233

Investment Income $42,166

Other Revenue $0

TOTAL REVENUE $2,262,037

Expense Breakdown

Grants Paid $141,342

Salaries & Benefits $1,422,672

Fundraising Expenses $0

Program Expenses $1,933,137

Other Expenses $535,015

TOTAL EXPENSES $2,099,029

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,262,037	$2,720,169	-0.2%
Expenses	$2,099,029	$2,375,151	-0.1%
Net Income	$163,008	$345,018	-0.5%

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

100

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

$83,536

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NICK SANDRIDGE	CHAIR	10.00	Director	$0	$0	$0
VICTORIA TRIPIANO	VICE CHAIR	10.00	Director	$0	$0	$0
ELI HOOTEN	SECRETARY	10.00	Director	$0	$0	$0
AMY DECAIRE	TREASURER	10.00	Officer Director	$0	$0	$0
RICHARD GREENE	DIRECTOR-AT-	5.00	Director	$0	$0	$0
LEAH BLACK	DIRECTOR-AT-	5.00	Director	$0	$0	$0
TERRI REGISTER	DIRECTOR-AT-	5.00	Director	$0	$0	$0
JD FREY	DIRECTOR-AT-	5.00	Director	$0	$0	$0
DR REBECCA DUKE	HEAD OF SCHO	40.00	Officer	$83,536	$0	$83,536

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	$2,262,037	$2,099,029	$2,392,813	$163,008
2024	$2,720,169	$2,375,151	$2,100,901	$345,018
2023	$2,244,064	$2,324,425	$1,890,917	$-80,361
2023	$2,244,064	$2,161,606	$1,890,917	$82,458
2022	$1,748,839	$1,397,713	$1,775,180	$351,126
2021	$1,248,422	$1,156,647	$1,590,066	$91,775
2020	$1,114,231	$1,092,173	$1,386,866	$22,058
2019	$1,129,574	$1,000,036	$1,172,626	$129,538