Phoenix Montessori Academy (EIN 830397635) - 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

2004

Legal Domicile

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.

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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 (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

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

$128,337

Total Directors

$128,337

Key Employees

Highest Compensated

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

Phoenix Montessori Academy