INTERNATIONAL SCHOOL OF MONTEREY (EIN 770485756) - 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

1998

Legal Domicile

Principal Officer

BOARD CHAIR

Phone

8315832165

Tax Period

2024-07-01 to 2025-06-30

INTERNATIONAL SCHOOL OF MONTEREY, founded in 1998, is a community nonprofit in the Education sector that reported $7.0M in total revenue in fiscal year 2024.

Mission

OPERATE A PUBLIC CHARTER SCHOOL WHICH OFFERS AN INTERNATIONAL ACADEMICS PROGRAM FOR GRADES K-8.

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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 $6,899,683

Program Service Revenue $116,760

Investment Income $11,808

Other Revenue $15,802

TOTAL REVENUE $7,044,053

Expense Breakdown

Grants Paid $0

Salaries & Benefits $5,626,249

Fundraising Expenses $0

Program Expenses $5,139,517

Other Expenses $1,583,257

TOTAL EXPENSES $7,209,506

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,044,053	$6,555,486	+0.1%
Expenses	$7,209,506	$7,054,149	+0.0%
Net Income	$-165,453	$-498,663	-0.7%

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

118

Volunteers

450

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

$191,594

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CAMILLA MANN	PRESIDENT	3.00	Officer Director	$0	$0	$0
KATE MITCHELL MEHLE	VICE PRESIDENT	3.00	Officer Director	$0	$0	$0
ROBERTA FREEMAN	SECRETARY	2.00	Officer Director	$0	$0	$0
SAMEER BAKHDA MD	TRUSTEE	2.00	Director	$0	$0	$0
EBONY GLOVER	TRUSTEE	2.00	Director	$0	$0	$0
GARY PORTIS	TRUSTEE	2.00	Director	$0	$0	$0
LAUREN COHEN	TRUSTEE	2.00	Director	$0	$0	$0
JESSICA ALLEN	HEAD OF SCHOOL	40.00	Officer	$141,926	$49,668	$191,594
LISA WICHAEL-LOOMIS	HEAD OF OPERATIONS & HR	40.00	Highest	$116,162	$48,571	$164,733
MARINA QUIRIT RUSSO	DIRECTOR OF SPED/PSYCHOLOGY	40.00	Highest	$123,143	$46,080	$169,223
RYAN MULLEN	CO-PRINCIPAL	40.00	Highest	$112,084	$33,010	$145,094

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	$7,044,053	$7,209,506	$1,110,422	$-165,453
2024	No data	No data	No data	No data
2023	$6,365,369	$6,431,697	$2,277,303	$-66,328
2022	$5,466,209	$5,478,603	$1,845,967	$-12,394
2021	$4,453,181	$4,500,407	$2,188,598	$-47,226
2020	$4,539,623	$4,372,773	$1,433,821	$166,850
2019	$4,660,226	$4,807,811	$1,241,433	$-147,585
2018	$3,890,439	$4,140,109	$1,389,244	$-249,670

INTERNATIONAL SCHOOL OF MONTEREY