The Montessori School for Shreveport (EIN 720594556) - 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

1964

Legal Domicile

Principal Officer

Jason Jordan

Phone

3188616777

Tax Period

2024-07-01 to 2025-06-30

The Montessori School for Shreveport, founded in 1964, is a community nonprofit that reported $2.8M in total revenue in fiscal year 2024. Expenses of $2.7M left a modest 4% surplus.

Mission

Education

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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 $73,489

Program Service Revenue $2,629,451

Investment Income $77,727

Other Revenue $-7,219

TOTAL REVENUE $2,773,448

Expense Breakdown

Grants Paid $89,008

Salaries & Benefits $1,906,119

Fundraising Expenses $0

Program Expenses $2,652,584

Other Expenses $676,727

TOTAL EXPENSES $2,671,854

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,773,448	$2,594,168	+0.1%
Expenses	$2,671,854	$2,432,588	+0.1%
Net Income	$101,594	$161,580	-0.4%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Misty Alexander	Secretary	2.00	Officer Director	$0	$0	$0
Zain Khalid	Director	2.00	Director	$0	$0	$0
Maria Parker	Director	2.00	Director	$0	$0	$0
Charlie Clawson III	Treasurer	2.00	Officer Director	$0	$0	$0
Karina Sulaiman	Director	2.00	Director	$0	$0	$0
Jennifer Hesser	Director	2.00	Director	$0	$0	$0
Raymond Lee	Director	2.00	Director	$0	$0	$0
Lauren Lusk	Director	2.00	Director	$0	$0	$0
Jason Jordan	Director	2.00	Director	$0	$0	$0
Janet Silvie	President	2.00	Officer Director	$0	$0	$0
Sofia Alanis Gonzalez	Director	2.00	Director	$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	$2,773,448	$2,671,854	$5,639,594	$101,594
2024	$2,594,168	$2,432,588	$5,555,371	$161,580
2023	$2,386,391	$2,357,033	$5,414,903	$29,358
2022	$2,558,818	$2,083,984	$5,414,536	$474,834
2021	$2,515,420	$1,995,520	$4,935,104	$519,900
2020	$2,197,230	$2,022,842	$4,731,310	$174,388
2019	$2,188,009	$2,101,809	$4,279,382	$86,200
2018	$2,174,190	$2,049,860	$4,212,787	$124,330

The Montessori School for Shreveport