MONTESSORI HIGH SCHOOL ASSOCIATION C/O DAVID R POSTERARO (EIN 770704854) - 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

2007

Legal Domicile

Principal Officer

CHARLOTTE NEWMAN

Phone

2167367218

Tax Period

2018-07-01 to 2019-06-30

MONTESSORI HIGH SCHOOL ASSOCIATION C/O DAVID R POSTERARO, founded in 2007, is a micro nonprofit that reported $2.2M in total revenue in fiscal year 2018. Revenue fell 172% from the prior year — a significant decline worth monitoring.

Mission

EDUCATION OF STUDENTS IN GRADES 9-12 USING MONTESSORI LEARNING APPROACH.

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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 (2018)

Revenue Breakdown

Contributions & Grants $31,693

Program Service Revenue $1,226

Investment Income $-2,263,131

Other Revenue $0

TOTAL REVENUE $-2,230,212

Expense Breakdown

Grants Paid $0

Salaries & Benefits $10,493

Fundraising Expenses $0

Program Expenses $0

Other Expenses $251,036

TOTAL EXPENSES $261,529

Year-over-Year Comparison

	2018	2017	Change
Revenue	$-2,230,212	$3,110,402	-1.7%
Expenses	$261,529	$2,958,224	-0.9%
Net Income	$-2,491,741	$152,178	-17.4%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHARLOTTE NEWMAN	PRESIDENT	3.0	Officer Director	$0	$0	$0
AMY RYDER WENTZ	SECRETARY	1.0	Officer Director	$0	$0	$0
AARON WILLIAMS	TREASURER	3.0	Officer Director	$0	$0	$0
LYNN JESSEN	DIRECTOR	0.5	Director	$0	$0	$0
KATHLEEN M SPRY	DIRECTOR	0.5	Director	$0	$0	$0
JULIE COMBER-MARTIN	DIRECTOR	0.5	Director	$0	$0	$0
ALEXANDRA HANNA	DIRECTOR	0.5	Director	$0	$0	$0
JEFFREY HAGAN	DIRECTOR	0.5	Director	$0	$0	$0
DAWN LISTON	DIRECTOR	0.5	Director	$0	$0	$0
JAMES KNIGHT	DIRECTOR (UNTIL 12/2/18)	0.5	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
2019	$-2,230,212	$261,529	$1,256,089	$-2,491,741
2018	$3,110,402	$2,958,224	$5,605,072	$152,178

MONTESSORI HIGH SCHOOL ASSOCIATION C/O DAVID R POSTERARO