WILDWOOD MONTESSORI (EIN 820659229) - 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

2017

Legal Domicile

Principal Officer

JACQUE PETERS

Phone

3209050216

Tax Period

2023-07-01 to 2024-06-30

WILDWOOD MONTESSORI, founded in 2017, is a micro nonprofit that reported $73K in total revenue in fiscal year 2023. Revenue fell 79% from the prior year — a significant decline worth monitoring. Expenses of $95K exceeded revenue, resulting in a 31% operating deficit.

Mission

THE PRIMARY PURPOSE OF THE ORGANIZATION CURRENTLY IS TO CONDUCT EDUCATION FOLLOWING THE MONTESSORI METHOD TO BENEFIT CHILDREN IN THE SOUTHWEST MINNESOTA AREA.

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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 $56,052

Program Service Revenue $12,180

Investment Income $-7,579

Other Revenue $11,970

TOTAL REVENUE $72,623

Expense Breakdown

Grants Paid $0

Salaries & Benefits $59,489

Fundraising Expenses $3,277

Program Expenses $63,375

Other Expenses $35,947

TOTAL EXPENSES $95,436

Year-over-Year Comparison

	2023	2022	Change
Revenue	$72,623	$349,383	-0.8%
Expenses	$95,436	$400,331	-0.8%
Net Income	$-22,813	$-50,948	-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

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

$1,420

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MACY MILLS	DIRECTOR	1.00	Director	$0	$0	$0
KATIE PIEH	DIRECTOR	1.00	Director	$1,420	$0	$1,420
JACQUE PETERS	PRESIDENT	1.00	Officer Director	$0	$0	$0
PATRICK MOORE	SECRETARY	1.00	Officer Director	$0	$0	$0
MARY SAEGER	TREASURER	1.00	Officer 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	$72,623	$95,436	No data	$-22,813
2023	$349,383	$400,331	$34,993	$-50,948
2022	$221,455	$217,249	$81,431	$4,206
2021	$206,518	$173,135	$86,206	$33,383

WILDWOOD MONTESSORI