Zinnia Montessori School Inc (EIN 821905465) - 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

Alison Evans

Phone

9782380955

Tax Period

2023-07-01 to 2024-06-30

Zinnia Montessori School Inc, founded in 2017, is a small nonprofit in the Education sector that reported $445K in total revenue in fiscal year 2023.

Mission

The Organization offers a holistic approach to the development of young children by nurturing body, mind, and spirit in a joy-filled classroom to promote a lifelong love of learning.

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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 $85,646

Program Service Revenue $359,091

Investment Income $0

Other Revenue $0

TOTAL REVENUE $444,737

Expense Breakdown

Grants Paid $0

Salaries & Benefits $333,214

Fundraising Expenses $0

Program Expenses $309,041

Other Expenses $131,615

TOTAL EXPENSES $464,829

Year-over-Year Comparison

	2023	2022	Change
Revenue	$444,737	$421,313	+0.1%
Expenses	$464,829	$383,850	+0.2%
Net Income	$-20,092	$37,463	-1.5%

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

$103,066

Total Directors

$103,066

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Micki Sausen	Treasurer	1.00	Officer Director	$0	$0	$0
Alison Evans	President	40.00	Officer Director	$89,858	$13,208	$103,066
Ellen Medvitz	Secretary	1.00	Officer Director	$0	$0	$0
Helen Murphy	Director	1.00	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	$444,737	$464,829	$263,846	$-20,092
2023	$421,313	$383,850	$162,843	$37,463
2022	$326,399	$319,610	$103,203	$6,789
2021	$295,956	$241,159	$71,178	$54,797
2020	$191,971	$224,310	$54,418	$-32,339
2019	$241,233	$198,393	$65,444	$42,840

Zinnia Montessori School Inc