MONTESSORI ADVANCEMENT ORGANIZATION

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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

2016

Legal Domicile

Principal Officer

AMY HENDERSON

Phone

8172491380

Tax Period

2023-01-01 to 2023-12-31

MONTESSORI ADVANCEMENT ORGANIZATION, founded in 2016, is a micro nonprofit in the Education sector that reported $31K in total revenue in fiscal year 2023. Revenue fell 70% from the prior year — a significant decline worth monitoring. Expenses of $53K exceeded revenue, resulting in a 69% operating deficit.

Mission

TO PROVIDE ENRICHMENT AND EDUCATIONAL OPPORTUNITIES FOR MONTESSORI STUDENTS AND TEACHERS.

Program Service Accomplishments

Program 1

Expenses: $42,668

THE MAO WILL SEEK TO ACCOMPLISH ITS CHARITABLE PURPOSES THROUGH THE FUNDING OF DIFFERENT TYPES OF OPPORTUNITIES. FIRST, THE MAO PLANS TO PROVIDE SCHOLARSHIPS TO BENEFIT STUDENTS IN NEED OF FINANCIAL ASSISTANCE TO ATTEND MONTESSORI-MODEL SCHOOLS IN TARRANT COUNTY, TEXAS AND THE SURROUNDING GEOGRAPHIC AREA AS DETERMINED BY THE MAO'S BOARD OF DIRECTORS. THESE SCHOLARSHIPS WILL BE AWARDED ON AN OBJECTIVE NON-DISCRIMINATORY BASIS CONSISTENT WITH THE ACCOMPLISHMENT OF THE MAO'S CHARITABLE PURPOSES. IN ADDITION TO PROVIDING STUDENT SCHOLARSHIPS, THE CORPORATION WILL PROVIDE ONGOING TRAINING AND EDUCATION SUPPORT OPPORTUNITIES FOR MONTESSORI TEACHERS. THESE OPPORTUNITIES WILL PROVIDE FOR ADDITIONAL TRAINING AND OTHER EDUCATIONAL EXPERIENCES.

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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 (2023)

Revenue Breakdown

Contributions & Grants $26,762

Program Service Revenue $0

Investment Income $4,713

Other Revenue $0

TOTAL REVENUE $31,475

Expense Breakdown

Grants Paid $42,668

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $42,668

Other Expenses $10,409

TOTAL EXPENSES $53,077

Year-over-Year Comparison

	2023	2022	Change
Revenue	$31,475	$105,865	-0.7%
Expenses	$53,077	$156,720	-0.7%
Net Income	$-21,602	$-50,855	-0.6%

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

N/A

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
AMY D'ANN HENDERSON	PRESIDENT	2.00	Officer Director	$0	$0	$0
JUDY DUKE	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
BRETT HENDERSON	TREASURER	2.00	Officer Director	$0	$0	$0
LUKE THOMAS	BOARD MEMBER	2.00	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
2024	No data	No data	No data	No data
2023	$31,475	$53,077	$764,348	$-21,602
2022	$105,865	$156,720	$618,341	$-50,855
2021	$111,049	$1,991	$806,762	$109,058
2020	$107,178	$65,946	$693,284	$41,232
2019	$329,091	$253,647	$654,923	$75,444
2018	$496,774	$35,928	$579,479	$460,846