HILLTOP MONTESSORI SCHOOL

EIN: 631209188 501(c)(3) Education

BIRMINGHAM, AL

Total Revenue
$2,473,974
Total Expenses
$2,533,758
Total Assets
$7,561,561
Net Assets
$2,522,452
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1999
Legal Domicile
AL
Principal Officer
EMILY NELSON
Phone
2054379343
Tax Period
2023-08-01 to 2024-07-31

HILLTOP MONTESSORI SCHOOL, founded in 1999, is a community nonprofit in the Education sector that reported $2.5M in total revenue in fiscal year 2023. Revenue decreased 13% compared to the prior year.

Mission

TO LIGHT THE FLAME OF LEARNING TO ACHIEVE A LIFETIME OF SUCCESS.

Program Service Accomplishments

Program 1
Expenses: $1,936,672 Revenue: $2,312,354

TODDLER PROGRAM - THE SCHOOL OFFERS EITHER A PART-TIME OR FULL-TIME TODDLER PROGRAM. TODDLERS HAVE DAILY INSTRUCTION IN THE FOUNDATIONS IN READING, MATHEMATICS, SCIENCE, GEOGRAPHY, FOREIGN LANGUAGE...

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TODDLER PROGRAM - THE SCHOOL OFFERS EITHER A PART-TIME OR FULL-TIME TODDLER PROGRAM. TODDLERS HAVE DAILY INSTRUCTION IN THE FOUNDATIONS IN READING, MATHEMATICS, SCIENCE, GEOGRAPHY, FOREIGN LANGUAGE, AND PRACTICAL LIFE. THE TODDLERS RANGE IN AGES FROM EIGHTEEN MONTHS THROUGH AGE THREE AND EVEN AT THIS LEVEL, THEY MOVE THROUGH A SET CURRICULUM AT THEIR OWN PACE, UNDER THE DIRECTION OF CERTIFIED INSTRUCTORS. ALL STUDENTS PARTICIPATE IN OUTDOOR CLASSROOM AREAS THAT INCLUDE GARDENING AND COOKING. SIGN LANGUAGE IS ALSO TAUGHT AS PART OF THE CURRICULUM.PRESCHOOL/KINDERGARTEN PROGRAM - THE SCHOOL OFFERS A PRIMARY/PRESCHOOL PROGRAM, EITHER FOR A HALF DAY OR FULL DAY FOR CHILDREN AGES THREE THROUGH SIX. THE STUDENTS REMAIN IN THE SAME CLASSROOM, WITH THE SAME INSTRUCTOR, FOR A FULL THREE YEAR CYCLE. CHILDREN WORK THROUGH THE CURRICULUM AT THEIR OWN PACE AND ARE EXPOSED TO FOUNDATIONS IN MATH, READING, GRAMMAR, GEOMETRY, ALGEBRA, BOTANY, ZOOLOGY, AND GEOGRAPHY. READINESS GOALS AND FORMAL ASSESSMENTS OCCUR THROUGHOUT THE STUDENTS PROGRESS WITH PREPARATION FOR AN ACCELERATED FIRST GRADE PROGRAM AS THE PRIMARY GOAL. STUDENTS AT THIS AGE ALSO PARTICIPATE IN MUSIC EDUCATION, IN ADDITION TO DAILY SPANISH INSTRUCTION. PRIVATE PIANO AND VIOLIN LESSONS ARE OFFERED AT AGE FOUR AND ONCE CHILDREN ARE IN KINDERGARTEN, THEY PARTICIPATE IN PHYSICAL EDUCATION CLASSES AND FIELD TRIPS. ALL STUDENTS PARTICIPATE IN OUTDOOR CLASSROOM AREAS THAT INCLUDE GARDENING AND COOKING.ELEMENTARY PROGRAM ? THE SCHOOL'S ELEMENTARY PROGRAM IS COMPRISED OF LOWER ELEMENTARY (FIRST THROUGH THIRD GRADE) AND UPPER ELEMENTARY (FOURTH THROUGH SIXTH GRADE). STUDENTS AT THIS LEVEL ARE ALSO INVOLVED IN THREE YEAR CYCLES, WHERE THEY ARE IN THE SAME CLASS WITH THE SAME INSTRUCTOR FOR THE FULL CYCLE. ADDITIONALLY, THE STUDENTS BEGIN FORMAL INSTRUCTION IN COMPUTER SCIENCE, FINE ARTS, MORE ADVANCED MUSIC INSTRUCTION, AND CONTINUE WITH PHYSICAL EDUCATION. CHESS, LIFELABS, PRESCHOOL ART EDUCATION, BRICKS FOR KIDS, AND CHINESE LESSONS ARE ALSO OFFERED AS EXTRACURRICULAR ACTIVITIES.MIDDLE SCHOOL PROGRAM - THE SCHOOL OFFERS A COMBINATION SEVENTH AND EIGHTH GRADE CLASS FOR THE PURPOSE OF TRANSITIONING THE STUDENTS TO SECONDARY EDUCATION. MORE EMPHASIS IS PLACED AT THIS LEVEL ON ASSESSMENTS AND GRADES, AS PART OF A BRIDGE INTO MORE TRADITIONAL EDUCATION FOR THE STUDENT. CHILDREN THAT TYPICALLY PARTICIPATE IN THE MIDDLE SCHOOL ARE HEADED TOWARD MORE CHALLENGING SECONDARY PRIVATE SCHOOLS.SUMMER CAMPS - THE SCHOOL OFFERS SUMMER CAMPS THROUGHOUT THE MONTHS OF JUNE AND JULY. STUDENTS DO NOT HAVE TO BE ENROLLED AT THE SCHOOL IN ORDER TO PARTICIPATE. THE CAMPS ARE DESIGNED TO INTRODUCE THE STUDENTS TO THE MONTESSORI PHILOSOPHY IN A MORE RELAXED ATMOSPHERE. MOST CAMPS CENTER AROUND EXCITING AND ENGAGING ACADEMIC THEMES IN SCIENCE, MUSIC, FINE ARTS AND OTHER CURRICULUM SUBJECTS.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $127,133
Program Service Revenue $2,300,870
Investment Income $9,484
Other Revenue $36,487
TOTAL REVENUE $2,473,974

Expense Breakdown

Grants Paid $31,845
Salaries & Benefits $1,714,490
Fundraising Expenses $103,453
Program Expenses $1,936,672
Other Expenses $787,423
TOTAL EXPENSES $2,533,758

Year-over-Year Comparison

2023 2022 Change
Revenue $2,473,974 $2,830,034 -0.1%
Expenses $2,533,758 $2,516,483 +0.0%
Net Income $-59,784 $313,551 -1.2%
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

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Liquidity & Cash Position

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Governance

Voting Members
8
Independent Members
8
Employees
47
Volunteers
8

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
3
$170,929
Total Directors
8
$89,025
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ERIC FOX PRESIDENT 1.00
Officer Director
$0 $0 $0
NICOLE SAIA BOARD MEMBER 1.00
Director
$0 $0 $0
PEGGY DUPUY BOARD MEMBER 1.00
Director
$0 $0 $0
CINDI STEHR BOARD MEMBER & TEACHER 41.00
Director
$87,276 $1,749 $89,025
STEWART WADDELL MD BOARD MEMBER 1.00
Director
$0 $0 $0
BILL SEGREST BOARD MEMBER 1.00
Director
$0 $0 $0
LYNDSAY GUNN BOARD MEMBER 1.00
Director
$0 $0 $0
MICHELE WILENSKY BOARD MEMBER 1.00
Director
$0 $0 $0
THERESA FOX DIRECTOR OF FINANCE AND OP 40.00
Officer
$87,961 $6,260 $94,221
EMILY NELSON HEAD OF SCHOOL 40.00
Officer
$73,199 $3,509 $76,708
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 No data No data No data No data
2024 $2,473,974 $2,533,758 $7,561,561 $-59,784
2023 $2,830,034 $2,516,483 $7,731,136 $313,551
2022 $2,502,542 $2,304,648 $7,698,375 $197,894
2021 $2,232,850 $1,972,898 $7,690,285 $259,952
2020 $2,035,666 $2,150,022 $7,624,556 $-114,356
2019 $2,054,401 $2,174,683 $7,594,771 $-120,282
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