MONTESSORI ACADEMY ELEMENTARY INC (EIN 813265950) - 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

2016

Legal Domicile

Principal Officer

BRIDGET DANGEL

Phone

3054517077

Tax Period

2019-01-01 to 2019-12-31

MONTESSORI ACADEMY ELEMENTARY INC, founded in 2016, is a micro nonprofit that reported $11K in total revenue in fiscal year 2019. Revenue fell 74% from the prior year — a significant decline worth monitoring.

Mission

MONTESSORI ACADEMY OF THE UPPER KEYS PROVIDES AN EXCEPTIONAL EDUCATIONAL ENVIRONMENT ENVELPOED IN WARMTH AND LOVE. WE MOTIVATE AND FOLLOW THE LEAD OF EACH CHILD; FOSTERING A LOVE OF LIFE AND LEARNING, CARING FOR THE ENVIRONMENT AND THE COMMUNITY, GLOBAL CONSCIOUSNESS, AND BELIEF IN EACH STUDENT'S POWER TO MAKE POSITIVE CHANGES.

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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 (2019)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $0

Other Revenue $10,638

TOTAL REVENUE $10,638

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $0

TOTAL EXPENSES $0

Year-over-Year Comparison

	2019	2018	Change
Revenue	$10,638	$40,567	-0.7%
Expenses	N/A	$66,985	-1.0%
Net Income	N/A	$-26,418	N/A

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

N/A

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
KAT WHEATLEY	BOARD MEMBER	2.00	Director	$0	$0	$0
BRIDGET DANGEL	PRESIDENT	10.00	Officer	$0	$0	$0
CANDACE WHITE	VICE PRESIDENT	5.00	Officer	$0	$0	$0
LISA GILES	SECRETARY	2.00	Officer	$0	$0	$0
MELISSA WELCH	TREASURER	2.00	Officer	$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
2019	$10,638	No data	No data	No data
2018	$40,567	$66,985	$454	$-26,418
2017	$95,608	$79,839	$16,791	$15,769

MONTESSORI ACADEMY ELEMENTARY INC