CASA DI MIR MONTESSORI ELEMENTARY SCHOOL

EIN: 770280511 501(c)(3) Education

SAN JOSE, CA

Total Revenue
$3,829,010
Total Expenses
$3,803,460
Total Assets
$3,988,642
Net Assets
$2,207,883
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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
1991
Legal Domicile
CA
Principal Officer
TYLER BOURCIER
Phone
4083703073
Tax Period
2023-09-01 to 2024-08-31

CASA DI MIR MONTESSORI ELEMENTARY SCHOOL, founded in 1991, is a community nonprofit in the Education sector that reported $3.8M in total revenue in fiscal year 2023. Revenue decreased 13% compared to the prior year.

Mission

TO PROVIDE AN AUTHENTIC MONTESSORI EDUCATION IN A NURTURING SCHOOL COMMUNITY.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $185,444
Program Service Revenue $3,596,419
Investment Income $-7,704
Other Revenue $54,851
TOTAL REVENUE $3,829,010

Expense Breakdown

Grants Paid $61,247
Salaries & Benefits $2,674,394
Fundraising Expenses $94,769
Program Expenses $2,798,184
Other Expenses $1,067,819
TOTAL EXPENSES $3,803,460

Year-over-Year Comparison

2023 2022 Change
Revenue $3,829,010 $4,390,318 -0.1%
Expenses $3,803,460 $3,988,014 0.0%
Net Income $25,550 $402,304 -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

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Governance

Voting Members
11
Independent Members
11
Employees
50
Volunteers
127

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
5
$133,707
Total Directors
11
$0
Key Employees
0
$0
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
TYLER BOURCIER HEAD OF SCHOOL 40.00
Officer
$127,258 $6,449 $133,707
WANDA WHITEHEAD KEY EMPLOYEE 40.00
Highest
$162,724 $0 $162,724
MUNJAL MUNSHI PRESIDENT 1.00
Officer Director
$0 $0 $0
JANE MULCASTER SECRETARY 0.50
Officer Director
$0 $0 $0
ARCHANA PURUSHOTHAM TREASURER 1.00
Officer Director
$0 $0 $0
DAVID FORTUNE VICE PRESIDENT 1.00
Officer Director
$0 $0 $0
SONYA AHUJA DIRECTOR 1.00
Director
$0 $0 $0
KAVITHA PARMESH DIRECTOR 0.50
Director
$0 $0 $0
DEBORAH SHING DIRECTOR 0.50
Director
$0 $0 $0
CHRISTIAN WHITCHURCH DIRECTOR 0.50
Director
$0 $0 $0
RYAN MCDOUGAL DIRECTOR 0.50
Director
$0 $0 $0
TOM SROKA DIRECTOR 0.50
Director
$0 $0 $0
ALI MALIK DIRECTOR 0.50
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 $3,829,010 $3,803,460 $3,988,642 $25,550
2023 $4,390,318 $3,988,014 $3,863,231 $402,304
2022 $3,890,472 $3,538,501 $5,320,168 $351,971
2021 $3,221,542 $3,143,571 $3,391,079 $77,971
2020 $3,207,138 $3,026,816 $3,061,756 $180,322
2019 $3,115,098 $3,044,393 $2,769,934 $70,705
2018 $2,802,915 $2,635,756 $2,526,509 $167,159
2018 $2,802,915 $2,635,756 $2,526,509 $167,159
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