Modern Montessori Charter School (EIN 824576466) - 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

2018

Legal Domicile

Principal Officer

Kari Odorizzi

Phone

7633588148

Tax Period

2023-07-01 to 2024-06-30

Modern Montessori Charter School, founded in 2018, is a community nonprofit in the Education sector that reported $2.8M in total revenue in fiscal year 2023. Revenue grew 17% year-over-year, indicating healthy expansion.

Mission

Modern Montessori Charter School is a collaborative learning community rooted in Montessori principles integrated with current technology through an innovative, child-centered approach.

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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 $2,564,665

Program Service Revenue $203,615

Investment Income $4

Other Revenue $18,740

TOTAL REVENUE $2,787,024

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,837,093

Fundraising Expenses $0

Program Expenses $2,438,708

Other Expenses $1,144,115

TOTAL EXPENSES $2,981,208

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,787,024	$2,373,064	+0.2%
Expenses	$2,981,208	$2,932,761	+0.0%
Net Income	$-194,184	$-559,697	-0.7%

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

$114,299

Total Directors

$43,491

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kristy Fehr	Executive Director	40.00	Officer	$64,942	$6,366	$71,308
Leah Barrett	Secretary	40.00	Officer Director	$34,280	$7,946	$42,226
Kari Odorizzi	Board Chair	2.00	Director	$460	$40	$500
Dayna Grams	Vice Chair	1.00	Officer Director	$761	$4	$765
Kathy Mrozek	Treasurer	1.00	Officer Director	$0	$0	$0
Valerie Blanco	Board Chair - Until Jan. 2024	2.00	Officer Director	$0	$0	$0
Ronald Powell	Member	1.00	Director	$0	$0	$0
Amanda Joynes	Member	1.00	Director	$0	$0	$0
Russell Myers	Member	1.00	Director	$0	$0	$0
Scott Wilkie	Member	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	$2,787,024	$2,981,208	$5,481,652	$-194,184
2023	$2,373,064	$2,932,761	$5,720,859	$-559,697
2022	$2,388,448	$2,734,456	$5,984,863	$-346,008
2021	$1,781,892	$1,840,413	$738,398	$-58,521
2020	$1,306,971	$1,135,372	$290,710	$171,599

Modern Montessori Charter School