Montessori Public Policy Initiative (EIN 831008664) - 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

2019

Phone

6304607836

Tax Period

2024-07-01 to 2025-06-30

Montessori Public Policy Initiative, founded in 2019, is a small nonprofit in the Education sector that reported $544K in total revenue in fiscal year 2024. Revenue surged 299% from the prior year, signaling strong growth momentum. The organization ran a surplus of $175K, a strong 32% operating margin.

Mission

As experts on Montessori policy and advocacy, MPPI unites, supports, and equips the Montessori community, creating an effective advocacy voice for authentic Montessori education.

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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 $484,750

Program Service Revenue $45,915

Investment Income $13,497

Other Revenue $0

TOTAL REVENUE $544,162

Expense Breakdown

Grants Paid $0

Salaries & Benefits $253,501

Fundraising Expenses $13,592

Program Expenses $300,837

Other Expenses $105,920

TOTAL EXPENSES $369,421

Year-over-Year Comparison

	2024	2023	Change
Revenue	$544,162	$136,404	+3.0%
Expenses	$369,421	$491,064	-0.2%
Net Income	$174,741	$-354,660	-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

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

$68,644

Total Directors

$613,251

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Munir Shivji	Director	1.00	Director	$0	$17,088	$303,792
Ayize Sabater	Director	1.00	Director	$0	$8,408	$156,941
Denise Monnier	Executive Dir.	40.00	Director	$125,000	$14,601	$139,601
Wendy Shenk-Evans	Executive Dir.	40.00	Officer	$64,943	$3,701	$68,644
KaLinda Bass-Barlow	Director	1.00	Director	$0	$0	$12,917
Martha Teien	Chairman	1.00	Officer Director	$0	$0	$0
Heather Gerker	Vice President	1.00	Officer Director	$0	$0	$0
Debbie Senoff-Langford	Secretary	1.00	Officer Director	$0	$0	$0
Tunisha Hairston-Brown	Director	1.00	Director	$0	$0	$0
Sheba Kapur	Director	1.00	Director	$0	$0	$0
Wendy Simmons	Director	1.00	Director	$0	$0	$0
Trisha Thompson-Willingham	Director	1.00	Director	$0	$0	$0
Jessica Davis	Director	1.00	Director	$0	$0	$0
Zoe Paul	Director	1.00	Director	$0	$0	$0
Cheryl LaCost	Director	1.00	Director	$0	$0	$0
Janeta Webb	Director	1.00	Director	$0	$0	$0
Courtney Reim	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	$544,162	$369,421	$733,580	$174,741
2024	$136,404	$491,064	$616,153	$-354,660
2023	$947,985	$454,909	$916,872	$493,076
2022	$370,879	$481,643	$447,972	$-110,764
2021	$195,727	$417,500	$546,691	$-221,773
2020	$1,200,963	$520,090	$755,875	$680,873

Montessori Public Policy Initiative