OPUS MONTESSORI SCHOOL INC (EIN 821003631) - 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

GEOFFREY GARNER

Phone

6305686787

Tax Period

2024-01-01 to 2024-12-31

OPUS MONTESSORI SCHOOL INC, founded in 2017, is a small nonprofit in the Human Services sector that reported $779K in total revenue in fiscal year 2024. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $753K left a modest 3% surplus.

Mission

Our mission is to provide an authentic Montessori preschool experience for children between the ages of 2-5 yrs old. Our approach to education is child-centered, focusing on developing every child's mind, body, and spirit to the fullest extent of that child's capabilities.

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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 $0

Program Service Revenue $779,232

Investment Income $0

Other Revenue $0

TOTAL REVENUE $779,232

Expense Breakdown

Grants Paid $3,334

Salaries & Benefits $554,408

Fundraising Expenses $0

Program Expenses $649,236

Other Expenses $194,814

TOTAL EXPENSES $752,556

Year-over-Year Comparison

	2024	2023	Change
Revenue	$779,232	$692,188	+0.1%
Expenses	$752,556	$618,389	+0.2%
Net Income	$26,676	$73,799	-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

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

$170,625

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Veronica Henderson-Garner	President	45	Key Emp Highest	$104,167	$0	$104,167
Geoffrey Garner	Vice President	40	Key Emp	$66,458	$0	$66,458

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	No data	No data	No data	No data
2024	$779,232	$752,556	$551,453	$26,676
2023	$692,188	$618,389	$234,854	$73,799
2022	$565,033	$494,391	$204,538	$70,642
2021	$401,265	$335,323	$77,705	$65,942

OPUS MONTESSORI SCHOOL INC