SOPHIA MONTESSORI ACADEMY

EIN: 814982140 501(c)(3) Education

Denver, CO

Total Revenue
$721,642
Total Expenses
$602,620
Total Assets
$204,647
Net Assets
$227,086
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2017
Legal Domicile
CO
Principal Officer
Patty Cisle
Phone
3039276550
Tax Period
2024-07-01 to 2025-06-30

SOPHIA MONTESSORI ACADEMY, founded in 2017, is a small nonprofit in the Education sector that reported $722K in total revenue in fiscal year 2024. Revenue surged 45% from the prior year, signaling strong growth momentum. The organization ran a surplus of $119K, a strong 16% operating margin.

Mission

Sophia Montessori is dedicated to serving children and families by inspiring a deep love of the Faith, to assist them in becoming problem solvers, critical thinkers, and fearless leaders. This is accomplished through a rigorous, classically-based curriculum following Dr. Montessori's method of education. Our mission is to bring the children into relationship with Christ through a way of life based in Truth, Beauty and Goodness as we lead them to their God-given potential. Our approach is founded on the reality of Christ and the Good Shepherd. Religious education is fostered specifically through the Catechesis of the Good Shepherd and supported through the Divine Liturgy and daily prayer.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $445,504
Program Service Revenue $311,216
Investment Income $0
Other Revenue $-35,078
TOTAL REVENUE $721,642

Expense Breakdown

Grants Paid $0
Salaries & Benefits $381,988
Fundraising Expenses $37,828
Program Expenses $275,197
Other Expenses $220,632
TOTAL EXPENSES $602,620

Year-over-Year Comparison

2024 2023 Change
Revenue $721,642 $497,852 +0.4%
Expenses $602,620 $646,267 -0.1%
Net Income $119,022 $-148,415 -1.8%
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

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Liquidity & Cash Position

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Governance

Voting Members
5
Independent Members
3
Employees
11
Volunteers
5

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
0
$0
Total Directors
5
$0
Key Employees
2
$69,981
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Pauline Meert School Director 40
Key Emp
$64,108 $0 $64,108
Scott Blackhood School Director 40
Key Emp
$5,873 $0 $5,873
Patty Cisle Chairman of the Board 2
Director
$0 $0 $0
Jennifer Finegan Board Member 2
Director
$0 $0 $0
Christopher Meyer Board Member 2
Director
$0 $0 $0
Mary Hayes Board Member 2
Director
$0 $0 $0
Kevin Allman Board Member 2
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 $721,642 $602,620 $204,647 $119,022
2024 $497,852 $646,267 $109,689 $-148,415
2023 $441,350 $450,748 $257,374 $-9,398
2022 $490,140 $310,864 $268,007 $179,276
2021 $304,570 $292,602 $93,284 $11,968
2020 $235,507 $227,044 $92,383 $8,463
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