Alliance for Equity in Montessori Education (EIN 800301212) - 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

2019

Legal Domicile

Principal Officer

LIORA BERRY

Phone

5038935598

Tax Period

2024-07-01 to 2025-06-30

Alliance for Equity in Montessori Education, founded in 2019, is a small nonprofit in the Education sector that reported $810K in total revenue in fiscal year 2024. Revenue decreased 11% compared to the prior year.

Mission

OUR MISSION - EQUITY, ACCESS, AND CHOICE. WE INCREASE ACCESS TO HIGH-QUALITY, EARLY CHILDHOOD EDUCATION FOR CHILDREN AND FAMILIES IMPACTED BY ECONOMIC AND RACIAL INEQUITIES BY PROVIDING TUITION-FREE MONTESSORI SCHOOLS FOR PRESCHOOL-AGE CHILDREN.

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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 $809,426

Program Service Revenue $0

Investment Income $106

Other Revenue $157

TOTAL REVENUE $809,689

Expense Breakdown

Grants Paid $0

Salaries & Benefits $800,130

Fundraising Expenses $0

Program Expenses $838,984

Other Expenses $85,843

TOTAL EXPENSES $885,973

Year-over-Year Comparison

	2024	2023	Change
Revenue	$809,689	$910,201	-0.1%
Expenses	$885,973	$855,407	+0.0%
Net Income	$-76,284	$54,794	-2.4%

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

$106,096

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LIORA BERRY	Executive Dir.	40.00	Officer	$94,223	$11,873	$106,096
TOM BULL	President	5.00	Officer Director	$0	$0	$0
KATIE REICH	Secretary	1.00	Officer Director	$0	$0	$0
JEFF PERRY	Treasurer	1.00	Officer Director	$0	$0	$0
DENIZ CONGER	Director	1.00	Director	$0	$0	$0
DAVE AYER	Director	1.00	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
2025	$809,689	$885,973	$246,514	$-76,284
2024	$910,201	$855,407	$324,862	$54,794
2023	$797,638	$694,025	$271,299	$103,613
2022	$695,689	$579,998	$176,430	$115,691
2021	$521,518	$479,797	$94,513	$41,721
2020	$356,042	$365,006	$86,681	$-8,964

Alliance for Equity in Montessori Education