SUSSEX MONTESSORI SCHOOL INC

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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

PATRICIA HERMANCE

Phone

3024045367

Tax Period

2023-07-01 to 2024-06-30

SUSSEX MONTESSORI SCHOOL INC, founded in 2017, is a community nonprofit in the Education sector that reported $7.3M in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion.

Mission

THE MISSION OF THE SCHOOL IS TO NURTURE THE DEVELOPMENT OF EMPATHETIC, COLLABORATIVE, PERSISTENT AND INNOVATIVE GLOBAL AND COMMUNITY CITIZENS IN ACCORDANCE WITH THE TIME-TESTED PHILOSOPHY OF MARIA MONTESSORI.

Program Service Accomplishments

Program 1

Expenses: $6,302,258 Revenue: $27,897

THE '23/'24 ACADEMIC YEAR WAS THE SCHOOL'S THIRD YEAR OF SCHOOL OPERATIONS. THERE WERE 439 STUDENTS ENROLLED.THE SCHOOL USES THE MONTESSORI METHOD TO EDUCATE CHILDREN THROUGH AUTHENTIC PERSONALIZED LEARNING EXPERIENCES, RESPECTFUL RELATIONSHIPS, OPPORTUNITIES TO INNOVATE, AND A FOCUS ON GLOBAL CITIZENSHIP. THE SCHOOL ENROLLS STUDENTS AGED 5-12 YEARS OLD (KINDERGARTEN THROUGH GRADE 6) WHO WISH TO PARTICIPATE IN THE MONTESSORI APPROACH. THE SCHOOL PROVIDES AN OPTION FOR FAMILIES WHO SEEK A BRAIN-BASED, CHILD-CENTERED, DIFFERENTIATED LEARNING ENVIRONMENT.THE SCHOOL USES THE RESPONSIVE CLASSROOM APPROACH TO DEVELOP A CONSISTENT AND COHERENT POSITIVE SCHOOL ENVIRONMENT ACROSS THE SCHOOL COMMUNITY. THIS RESEARCH-BASED APPROACH HAS BEEN SHOWN TO POSITIVELY IMPACT STUDENT ACHIEVEMENT, IMPROVE TEACHER-STUDENT INTERACTIONS, AND INCREASE THE AMOUNT OF TIME CHILDREN ARE ENGAGED IN THE CLASSROOM. THE RESPONSIVE CLASSROOM APPROACH PROVIDES A FRAMEWORK FOR THE SOCIAL CLIMATE OF THE MONTESSORI CLASSROOM AND SCHOOL.A DISTINCTIVE FEATURE OF A MONTESSORI SCHOOL IS THE CELEBRATION OF CULTURAL AND GLOBAL AWARENESS. THE IMMEDIATE AND EXTENDED FAMILIES OF MONTESSORI STUDENTS ARE AN INTEGRAL PART OF THE SCHOOL CULTURE. THEIR EXPERTISE ABOUT THEIR PERSONAL CULTURE AND UNIQUE EXPERIENCES PROVIDE BREADTH AND DEPTH TO THE CURRICULUM RESULTING IN THE DEVELOPMENT OF EMPATHY AND MULTICULTURAL APPRECIATION.

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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 $7,206,098

Program Service Revenue $27,897

Investment Income $58,299

Other Revenue $0

TOTAL REVENUE $7,292,294

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,870,436

Fundraising Expenses $59,669

Program Expenses $6,302,258

Other Expenses $2,363,119

TOTAL EXPENSES $7,255,932

Year-over-Year Comparison

	2023	2022	Change
Revenue	$7,292,294	$6,432,607	+0.1%
Expenses	$7,255,932	$6,610,951	+0.1%
Net Income	$36,362	$-178,344	-1.2%

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

$261,470

Total Directors

$77,533

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JESSICA CRAMPTON-BRADLEY	BOARD MEMBER	2.00	Director	$0	$0	$0
LAUREN CONNELLY	BOARD MEMBER	2.00	Director	$0	$0	$0
PATRICIA HERMANCE	VICE CHAIR	4.00	Officer Director	$0	$0	$0
PENNY SHORT	BOARD MEMBER	2.00	Director	$0	$0	$0
SEAN STEWARD	BOARD MEMBER	2.00	Director	$0	$0	$0
LINDA ZANKOWSKY	BOARD CHAIR	15.00	Officer Director	$0	$0	$0
MASON FALLIGANT	BOARD MEMBER AND TEACHER	42.00	Director	$55,302	$22,231	$77,533
BOB WHEATLEY	BOARD MEMBER	2.00	Director	$0	$0	$0
LISA COLDIRON	HEAD OF SCHOOL	40.00	Officer	$117,696	$36,906	$154,602
PRECIOUS BENSON	DIRECTOR OF FINANCE AND OPERATIONS	40.00	Officer	$73,805	$33,063	$106,868

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	$7,292,294	$7,255,932	$21,121,315	$36,362
2023	$6,432,607	$6,610,951	$20,256,869	$-178,344
2022	$6,129,809	$5,169,437	$18,051,485	$960,372
2021	$4,445,775	$3,378,160	$10,401,022	$1,067,615
2020	$2,512,751	$687,647	$6,002,105	$1,825,104
2019	$650,167	$104,428	$1,211,784	$545,739