CASA DI MIR MONTESSORI ELEMENTARY … - Form 990 Financial Data

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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

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. WITH A STRONG EMPHASIS ON ACADEMICS, CREATIVITY AND PEACE EDUCATION, WE PROVIDE A LEARNING EXPERIENCE THAT PROMOTES CONFIDENCE, INDIVIDUAL RESPONSIBILITY AND A STRONG SENSE OF GLOBAL CITIZENSHIP.

Program Service Accomplishments

Program 1

Expenses: $2,798,184 Revenue: $3,596,419

SINCE 1989, CASA DI MIR HAS PROVIDED AUTHENTIC MONTESSORI EDUCATION TO STUDENTS ATTENDING PRESCHOOL THROUGH MIDDLE SCHOOL. CASA DI MIR OPERATES IN ACCORDANCE WITH THE PRINCIPLES SET FORTH BY THE...

SINCE 1989, CASA DI MIR HAS PROVIDED AUTHENTIC MONTESSORI EDUCATION TO STUDENTS ATTENDING PRESCHOOL THROUGH MIDDLE SCHOOL. CASA DI MIR OPERATES IN ACCORDANCE WITH THE PRINCIPLES SET FORTH BY THE AMERICAN MONTESSORI SOCIETY, OF WHICH IS IT A MEMBER. THE SCHOOL PROVIDES RICH EXPERIENCES THAT SUPPORT THE DEVELOPMENT OF ESSENTIAL LIFE SKILLS AND EMPOWER STUDENTS TO BE ENGAGED CITIZENS. WE ENCOURAGE INDEPENDENCE, SUPPORT COLLABORATION, NURTURE LEADERSHIP, AND PROVIDE TOOLS FOR SOCIAL/EMOTIONAL COMPETENCE.

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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 $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

Governance

Voting Members

Independent Members

Employees

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

$133,707

Total Directors

Key Employees

Highest Compensated

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
2025	No data	No data	No data	No data
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

CASA DI MIR MONTESSORI ELEMENTARY SCHOOL