WESTSIDE MONTESSORI SCHOOL (EIN 741953649) - 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

1977

Legal Domicile

Principal Officer

DAVID LAVISCOUNT

Phone

2815565970

Tax Period

2023-08-01 to 2024-07-31

WESTSIDE MONTESSORI SCHOOL, founded in 1977, is a community nonprofit in the Education sector that reported $2.5M in total revenue in fiscal year 2023. Revenue decreased 10% compared to the prior year.

Mission

TO PROVIDE A COLLABORATIVE LEARNING ENVIRONMENT THAT FOSTERS INDEPENDENT THINKING, EMOTIONAL GROWTH, AND A DISCOVERY OF SELF THAT PREPARES THEIR STUDENTS FOR SUCCESS IN ACADEMICS AND LIFE.

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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 (2023)

Revenue Breakdown

Contributions & Grants $126,888

Program Service Revenue $2,316,104

Investment Income $60,472

Other Revenue $13,729

TOTAL REVENUE $2,517,193

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,614,100

Fundraising Expenses $24,355

Program Expenses $2,336,018

Other Expenses $1,037,389

TOTAL EXPENSES $2,651,489

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,517,193	$2,790,690	-0.1%
Expenses	$2,651,489	$2,581,274	+0.0%
Net Income	$-134,296	$209,416	-1.6%

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

$118,157

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID LAVISCOUNT	HEAD OF SCHO	60.00	Officer	$110,357	$7,800	$118,157
ZOE TAYLOR	PRESIDENT	5.00	Officer Director	$0	$0	$0
MICHAEL SMITH	VICE PRESIDE	5.00	Officer Director	$0	$0	$0
VICTOR LOW	TREASURER	5.00	Officer Director	$0	$0	$0
NOEL RUSHIN	SECRETARY	5.00	Officer Director	$0	$0	$0
STEPHANIE GOUNDER	DIRECTOR	5.00	Director	$0	$0	$0
MICHELLE PRIEST	DIRECTOR	5.00	Director	$0	$0	$0
MARI ROLEN	DIRECTOR	5.00	Director	$0	$0	$0
SHINSAN SAM	DIRECTOR	5.00	Director	$0	$0	$0
NIRANJAN RAJ	DIRECTOR	5.00	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
2024	$2,517,193	$2,651,489	$5,653,461	$-134,296
2023	$2,790,690	$2,581,274	$5,823,810	$209,416
2018	$2,423,291	$2,326,199	$6,052,302	$97,092

WESTSIDE MONTESSORI SCHOOL