MONTESSORI SCHOOL OF ABERDEEN INC (EIN 800386617) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2009

Legal Domicile

Principal Officer

Susan Dalager

Phone

6052286655

Tax Period

2025-01-01 to 2025-12-31

MONTESSORI SCHOOL OF ABERDEEN INC, founded in 2009, is a small nonprofit in the Education sector that reported $175K in total revenue in fiscal year 2020. Revenue fell 29% from the prior year — a significant decline worth monitoring. Expenses of $156K left a modest 11% surplus.

Mission

Mission: Montessori School of Aberdeen provides young children, from infancy to kindergarten, a rich source of educational materials to facitlitate individual learning through the senses using Montessori materials, philosophy and approach to education.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $6,150

Program Service Revenue $482,782

Investment Income $5,145

Other Revenue $14,050

TOTAL REVENUE $508,127

Expense Breakdown

Grants Paid $0

Salaries & Benefits $376,733

Fundraising Expenses $0

Program Expenses $543,669

Other Expenses $166,936

TOTAL EXPENSES $543,669

Year-over-Year Comparison

	2025	2024	Change
Revenue	$508,127	$442,575	+0.1%
Expenses	$543,669	$458,428	+0.2%
Net Income	$-35,542	$-15,853	+1.2%

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
Susan Dalager	Head Director	60	Officer Director Key Emp	$0	$0	$0
John Dalager	Director	30	Officer Director	$0	$0	$0
Jessica Hardway	Director	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
2025	$508,127	$543,669	$340,168	$-35,542
2024	$442,575	$458,428	$367,996	$-15,853
2023	$377,241	$365,419	$384,717	$11,822
2022	$472,268	$378,230	$375,487	$94,038
2021	$295,670	$269,938	$176,685	$25,732
2020	$175,014	$156,486	$150,953	$18,528

MONTESSORI SCHOOL OF ABERDEEN INC