WILD FERN MONTESSORI SCHOOL

EIN: 831073202 501(c)(3) Education

Richmond, VA

Total Revenue
$459,360
Total Expenses
$411,219
Total Assets
$638,498
Net Assets
$48,141
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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
2018
Legal Domicile
VA
Phone
8042999162
Tax Period
2023-07-01 to 2024-06-30

Wild Fern Montessori School, founded in 2018, is a small nonprofit in the Education sector that reported $507K in total revenue in fiscal year 2021. The organization ran a surplus of $102K, a strong 20% operating margin.

Mission

To bring affordable education options to the larger Richmond Community

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $36,356
Program Service Revenue $430,479
Investment Income $0
Other Revenue $-7,475
TOTAL REVENUE $459,360

Expense Breakdown

Grants Paid $0
Salaries & Benefits $308,049
Fundraising Expenses $0
Program Expenses $411,219
Other Expenses $103,170
TOTAL EXPENSES $411,219

Year-over-Year Comparison

2023 2022 Change
Revenue $459,360 $452,351 +0.0%
Expenses $411,219 $457,897 -0.1%
Net Income $48,141 $-5,546 -9.7%
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

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Governance

Voting Members
3
Independent Members
N/A
Employees
15
Volunteers
10

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
2
$48,727
Total Directors
1
$0
Key Employees
1
$48,499
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Kate Lipka Head of School 40.00
Officer Key Emp Highest
$48,499 $0 $48,499
Brei Stevenson Treasurer 20.00
Officer
$228 $0 $228
Deja Coley Officer 5.00
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 $459,360 $411,219 $638,498 $48,141
2023 $452,351 $457,897 $452,351 $-5,546
2021 $507,259 $405,054 No data $102,205
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