EAST LAKE MONTESSORI (EIN 821421127) - 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

Jenny Varner

Phone

4236454389

Tax Period

2023-07-01 to 2024-06-30

EAST LAKE MONTESSORI, founded in 2017, is a small nonprofit in the Education sector that reported $332K in total revenue in fiscal year 2023.

Mission

Montessori Preschool through Kindergarten

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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 $9,385

Program Service Revenue $315,269

Investment Income $78

Other Revenue $6,950

TOTAL REVENUE $331,682

Expense Breakdown

Grants Paid $0

Salaries & Benefits $277,526

Fundraising Expenses $2,681

Program Expenses $176,645

Other Expenses $49,047

TOTAL EXPENSES $327,629

Year-over-Year Comparison

	2023	2022	Change
Revenue	$331,682	$310,263	+0.1%
Expenses	$327,629	$316,765	+0.0%
Net Income	$4,053	$-6,502	-1.6%

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Collin Young	Treasurer	2	Officer Director	$0	$0	$0
Sarah Partain	Chairwoman	1	Officer Director	$0	$0	$0
Cindy Kean	Secretary	1	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
2025	No data	No data	No data	No data
2024	$331,682	$327,629	$350,625	$4,053
2023	$310,263	$316,765	$98,957	$-6,502
2022	$275,337	$223,752	$101,708	$51,585

EAST LAKE MONTESSORI