GREAT BEGINNINGS MONTESSORI SCHOOL (EIN 810439260) - 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

1986

Legal Domicile

Principal Officer

JAMEY MCCORMICK

Phone

4065870132

Tax Period

2024-07-01 to 2025-06-30

GREAT BEGINNINGS MONTESSORI SCHOOL, founded in 1986, is a community nonprofit that reported $1.3M in total revenue in fiscal year 2024. The organization ran a surplus of $195K, a strong 15% operating margin.

Mission

TO BE AN EXEMPLARY AND PHILANTHROPIC MONTESSORI COMMUNITY THAT EDUCATES CHILDREN, ENCOURAGES CRITICAL THINKING, INSTILLS A JOY FOR LIFELONG LEARNING AND NURTURES RESPONSIBLE AND RESPECTFUL CITIZENS.

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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 $73,833

Program Service Revenue $1,165,762

Investment Income $41,298

Other Revenue $9,110

TOTAL REVENUE $1,290,003

Expense Breakdown

Grants Paid $0

Salaries & Benefits $805,546

Fundraising Expenses $92

Program Expenses $773,212

Other Expenses $289,018

TOTAL EXPENSES $1,094,564

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,290,003	$1,238,701	+0.0%
Expenses	$1,094,564	$910,451	+0.2%
Net Income	$195,439	$328,250	-0.4%

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

$60,531

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAN KNAPP	PRESIDENT	2.00	Officer Director	$0	$0	$0
JESSICA HOWARD	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
BEN GODFREY	TREASURER	2.00	Officer Director	$0	$0	$0
ANGIE HEWITT	SECRETARY	2.00	Officer Director	$0	$0	$0
MELISSA STANLEY	MEMBER AT LARGE	2.00	Director	$0	$0	$0
JOSH STANLEY	MEMBER AT LARGE	2.00	Director	$0	$0	$0
JAMEY MCCORMICK	EXECUTIVE DIRECTOR	40.00	Officer	$59,344	$1,187	$60,531

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	$1,290,003	$1,094,564	$2,697,329	$195,439
2024	$1,238,701	$910,451	$2,937,588	$328,250
2023	$1,236,540	$795,435	$1,398,181	$441,105
2022	$1,208,777	$752,952	$1,044,351	$455,825
2021	$859,635	$628,717	$716,072	$230,918
2020	$646,198	$800,700	$482,485	$-154,502
2019	$760,324	$815,630	$412,716	$-55,306

GREAT BEGINNINGS MONTESSORI SCHOOL