Philadelphia Montessori Charter School (EIN 680570752) - 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

2004

Legal Domicile

Principal Officer

CHRISTOPHER SMITH

Phone

2153654011

Tax Period

2024-07-01 to 2025-06-30

Philadelphia Montessori Charter School, founded in 2004, is a community nonprofit in the Education sector that reported $5.5M in total revenue in fiscal year 2024. Revenue decreased 8% compared to the prior year.

Mission

PROVIDES A MONTESSORI EDUCATION IN AN ENVIRONMENT THAT NURTURES THE WHOLE CHILD.

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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 $663,990

Program Service Revenue $4,854,343

Investment Income $300

Other Revenue $602

TOTAL REVENUE $5,519,235

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,777,945

Fundraising Expenses $0

Program Expenses $4,676,586

Other Expenses $1,678,280

TOTAL EXPENSES $5,456,225

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,519,235	$6,030,456	-0.1%
Expenses	$5,456,225	$5,018,980	+0.1%
Net Income	$63,010	$1,011,476	-0.9%

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

$375,051

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOSEPH SBARRA	PRINCIPAL	40.0	Officer	$130,538	$13,141	$143,679
DARIUS GILBERT	ASSISTANT PRINCIPAL	40.0	Officer	$100,800	$15,253	$116,053
JOY KARSNER	CEO (THRU. 10/04/2024)	40.0	Officer	$104,623	$10,696	$115,319
KENNETH PARKER	TREASURER	0.5	Officer Director	$0	$0	$0
CHRISTOPHER SMITH	PRESIDENT	1.0	Officer Director	$0	$0	$0
KELLY DOYLE	MEMBER	0.5	Director	$0	$0	$0
ERIN HUGHES	VICE CHAIR	0.5	Officer Director	$0	$0	$0
NICOLE HEFFERNAN	SECRETARY	0.5	Officer Director	$0	$0	$0
MARIA RODRIGUEZ	MEMBER	0.5	Director	$0	$0	$0
TARA BECKER	MEMBER	0.5	Director	$0	$0	$0
ELIZABETH HILBERTS	MEMBER	0.5	Director	$0	$0	$0
AMANDA WILSON	EXE. DIR (EFF. 12/17/2024)	40.0	Officer	$0	$0	$0

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	$5,519,235	$5,456,225	$4,696,219	$63,010
2024	$6,030,456	$5,018,980	$4,592,572	$1,011,476
2023	$5,023,545	$4,360,895	$3,817,991	$662,650
2022	$4,259,322	$3,733,601	$3,201,299	$525,721
2021	$4,112,111	$3,347,018	$2,566,144	$765,093
2020	$3,411,060	$3,071,115	$2,208,845	$339,945
2019	$2,992,727	$2,557,626	$1,436,252	$435,101
2018	$2,624,014	$2,380,338	$1,297,713	$243,676

Philadelphia Montessori Charter School