MONTESSORI PROJECT FOUNDATION (EIN 731642472) - 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

2002

Legal Domicile

Principal Officer

MATT TAYLOR

Phone

9169712432

Tax Period

2024-07-01 to 2025-06-30

MONTESSORI PROJECT FOUNDATION, founded in 2002, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $479K in total revenue in fiscal year 2024. Revenue surged 104% from the prior year, signaling strong growth momentum. The organization ran a surplus of $353K, a strong 74% operating margin.

Mission

TO SUPPORT CALIFORNIA MONTESSORI CHARTER SCHOOLS IN PROVIDING EDUCATIONAL SERVICES TO STUDENTS.

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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 $479,346

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $479,346

Expense Breakdown

Grants Paid $1,859

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $107,080

Other Expenses $124,983

TOTAL EXPENSES $126,842

Year-over-Year Comparison

	2024	2023	Change
Revenue	$479,346	$235,232	+1.0%
Expenses	$126,842	$80,310	+0.6%
Net Income	$352,504	$154,922	+1.3%

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

N/A

Employees

N/A

Volunteers

300

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

$211,519

Total Directors

$1,467,739

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MATT TAYLOR	EXECUTIVE DIRECTOR (START 4/25)	0.50	Officer Director	$0	$0	$0
REBECCA MARSOLAIS	BOARD PRESIDENT (START 6/24)	0.50	Officer Director	$0	$45,646	$211,519
MARIA OSTENDORF	DIRECTOR	0.50	Director	$0	$55,447	$190,084
LISA GARCIA	DIRECTOR	0.50	Director	$0	$43,670	$169,566
BERNIE EVANGELISTA	DIRECTOR	0.50	Director	$0	$29,452	$157,720
SHANNON SCHMIDT	DIRECTOR	0.50	Director	$0	$26,343	$147,718
JENIE TICE	DIRECTOR	0.50	Director	$0	$36,824	$147,269
CANDICE LAMARCHE	DIRECTOR	0.50	Director	$0	$9,676	$143,504
OMANI GUY	DIRECTOR	0.50	Director	$0	$30,646	$142,579
SARA MEECE	DIRECTOR	0.50	Director	$0	$34,969	$157,780

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	$479,346	$126,842	$507,426	$352,504
2024	No data	No data	No data	No data

MONTESSORI PROJECT FOUNDATION