Phoenix Montessori Academy

EIN: 830397635 501(c)(3) Education

Huntersville, NC

Total Revenue
$3,625,456
Total Expenses
$3,316,448
Total Assets
$24,051,804
Net Assets
$988,736
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2004
Legal Domicile
NC
Principal Officer
India French-Adams
Phone
7048927536
Tax Period
2024-07-01 to 2025-06-30

Phoenix Montessori Academy, founded in 2004, is a community nonprofit in the Education sector that reported $3.6M in total revenue in fiscal year 2024. Expenses of $3.3M left a modest 9% surplus.

Mission

Providing education for grades kindergarten through twelfth grade and childcare for ages six months to four years.

Program Service Accomplishments

Program 1
Expenses: $2,879,282 Revenue: $3,672,732

Providing education for grades kindergarten through twelfth grade and childcare for ages eighteen months to five years.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $4,839
Program Service Revenue $3,672,732
Investment Income $-65,906
Other Revenue $13,791
TOTAL REVENUE $3,625,456

Expense Breakdown

Grants Paid $108,213
Salaries & Benefits $2,053,539
Fundraising Expenses $3,987
Program Expenses $2,879,282
Other Expenses $1,154,696
TOTAL EXPENSES $3,316,448

Year-over-Year Comparison

2024 2023 Change
Revenue $3,625,456 $3,400,154 +0.1%
Expenses $3,316,448 $3,337,121 0.0%
Net Income $309,008 $63,033 +3.9%
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

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Liquidity & Cash Position

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Governance

Voting Members
9
Independent Members
9
Employees
48
Volunteers
9

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
5
$128,337
Total Directors
9
$128,337
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
India French-Adams Head of School 40.00
Officer Director
$121,384 $6,953 $128,337
Steve Kreps President 1.00
Officer Director
$0 $0 $0
Carole Krug Vice President 1.00
Officer Director
$0 $0 $0
Sally Razack Treasurer 1.00
Officer Director
$0 $0 $0
Sue Graichen Secretary 1.00
Officer Director
$0 $0 $0
Donald Bowens Member 1.00
Director
$0 $0 $0
Sabrina Brathwaite Member 1.00
Director
$0 $0 $0
Sharien Mahtani Member 1.00
Director
$0 $0 $0
Dan Porzio 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 $3,625,456 $3,316,448 $24,051,804 $309,008
2024 $3,400,154 $3,337,121 $1,203,760 $63,033
2023 $2,776,987 $2,386,004 $1,356,239 $390,983
2022 $2,065,555 $1,952,729 $838,571 $112,826
2021 $1,323,002 $1,367,772 $490,227 $-44,770
2020 $1,611,317 $1,442,123 $337,236 $169,194
2019 $1,270,694 $1,290,204 $461,141 $-19,510
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