SHERWOOD MONTESSORI CHARTER SCHOOL (EIN 800490627) - 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

2009

Legal Domicile

Principal Officer

MICHELLE YEZBICK

Phone

5303456600

Tax Period

2024-07-01 to 2025-06-30

SHERWOOD MONTESSORI CHARTER SCHOOL, founded in 2009, is a community nonprofit in the Education sector that reported $1.7M in total revenue in fiscal year 2024. Expenses of $2.0M exceeded revenue, resulting in a 18% operating deficit.

Mission

TO PROVIDE A MONTESSORI EDUCATION WITHIN THE CONTEX OF MUTUAL RESPECT AND JOY.

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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 $1,692,205

Program Service Revenue $0

Investment Income $0

Other Revenue $14,211

TOTAL REVENUE $1,706,416

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,573,551

Fundraising Expenses $0

Program Expenses $1,648,736

Other Expenses $440,378

TOTAL EXPENSES $2,013,929

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,706,416	$1,763,358	0.0%
Expenses	$2,013,929	$1,869,282	+0.1%
Net Income	$-307,513	$-105,924	+1.9%

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

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

$201,237

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHELLE YEZBICK	SCHOOL DIREC	40.00	Officer	$108,752	$50,185	$158,937
PATRICK CASEY	BUSINESS MAN	10.00	Officer	$42,300	$0	$42,300
TINA HANSON-LEWIS	CHAIR	5.00	Officer Director	$0	$0	$0
SAMI LAWSON	VICE CHAIR	5.00	Officer Director	$0	$0	$0
MARIA SANTONI	TREASURER	5.00	Officer Director	$0	$0	$0
DINAH WELLER	SECRETARY	5.00	Officer Director	$0	$0	$0
HOLLY SISK	MEMBER	5.00	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	$1,706,416	$2,013,929	$847,865	$-307,513
2024	No data	No data	No data	No data
2023	$2,207,557	$1,961,530	$1,336,989	$246,027
2022	$1,521,897	$1,861,102	$1,007,615	$-339,205
2021	$1,680,309	$1,456,093	$1,360,850	$224,216
2020	$1,624,426	$1,446,087	$1,087,727	$178,339
2019	$1,526,935	$1,391,975	$880,346	$134,960
2018	$1,618,056	$1,390,837	$712,232	$227,219

SHERWOOD MONTESSORI CHARTER SCHOOL