FORT SMITH MONTESSORI SCHOOL INC (EIN 710680765) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1989

Legal Domicile

Principal Officer

SARAH BOONE

Phone

4796467225

Tax Period

2022-07-01 to 2023-06-30

FORT SMITH MONTESSORI SCHOOL INC, founded in 1989, is a small nonprofit in the Education sector that reported $709K in total revenue in fiscal year 2017. Revenue surged 25% from the prior year, signaling strong growth momentum.

Mission

EDUCATION OF STUDENTS GRADES PRESCHOOL THROUGH NINTH GRADE.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $77,087

Program Service Revenue $693,237

Investment Income $621

Other Revenue $-765

TOTAL REVENUE $770,180

Expense Breakdown

Grants Paid $0

Salaries & Benefits $497,029

Fundraising Expenses $0

Program Expenses $688,703

Other Expenses $213,746

TOTAL EXPENSES $710,775

Year-over-Year Comparison

	2022	2021	Change
Revenue	$770,180	$717,781	+0.1%
Expenses	$710,775	$761,958	-0.1%
Net Income	$59,405	$-44,177	-2.3%

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

$97,161

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHARON HERRICK	PRESIDENT	3.00	Officer Director	$0	$0	$0
KAREN LEWIS	TREASURER	1.00	Officer Director	$0	$0	$0
DAVID HARPER	DIRECTOR	1.00	Director	$0	$0	$0
NANCY DAMRAH	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
LEDRO JUSTICE	DIRECTOR	1.00	Director	$0	$0	$0
KATIE PANGRAZIO	DIRECTOR	1.00	Director	$0	$0	$0
SANDI SANDERS	DIRECTOR	1.00	Director	$0	$0	$0
ASHLEY SMITH	SECRETARY	1.00	Officer Director	$0	$0	$0
JESSICA HAYES	HEAD OF SCHOOL	40.00	Officer	$58,240	$0	$58,240
SARAH BOONE	HEAD OF SCHOOL	40.00	Officer	$38,921	$0	$38,921

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	No data	No data	No data	No data
2023	$770,180	$710,775	$561,110	$59,405
2022	$717,781	$761,958	$524,877	$-44,177
2021	$785,425	$659,594	$539,595	$125,831
2020	$682,620	$729,561	$553,788	$-46,941
2019	$724,875	$752,340	$520,665	$-27,465
2018	$709,048	$705,566	$568,779	$3,482

FORT SMITH MONTESSORI SCHOOL INC